Dynamic Financial Report

by
Odoo 13

$ 130.69

v 15.0 Third Party 222
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 12643
Technical Name ks_dynamic_financial_report
LicenseOPL-1
Websitehttps://store.ksolves.com/
Versions 12.0 16.0 13.0 14.0 15.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 12643
Technical Name ks_dynamic_financial_report
LicenseOPL-1
Websitehttps://store.ksolves.com/
Versions 12.0 16.0 13.0 14.0 15.0 17.0
ksolves-logo
Ksolves All Apps
Community Odoo.sh

Dynamic Financial Report

With a comprehensive list of financial reports, Dynamic Financial Report has carved out its niche among the elite bookkeeping and accounting solutions, and businesses are in love with its simplicity! It provides a crystal clear visualization of the financial performance of a business by generating precise reports such as Tax Reports, Cash Flow Statements, Balance Sheets, and much more.

Hot Features

  • Robust Overview Of Various Reports
    One can easily view every aspect of a report to detect small shortcomings, understand the financial standing of the business and present them to relevant people.
  • Differentiate Feature
    The differentiate filter helps in comparing or tallying a report with the previous reports of varying periods(month, quarter, etc). It will let you compare the results to visualize where the business is headed for..
  • Dynamic Financial Report-
    It is a feature that helps you to create and customize your own reports with ease. You can create a report in a new format and incorporate it with an existing parent report.
  • Send Email(to user)
    Using this feature, the user can send any report that is required to him/her email address. The pdf of that report is automatically generated and sent.
DEMO AVAILABLE
FREE 90 DAYS SUPPORT

User Guide

Installation

Once you have downloaded the Dynamic Financial Report app from the Odoo app store, you will get a folder name “ks_dynamic_financial_report”.

1. Copy and paste it to your Add-ons folder.

2. Click on Update Apps list from the menu and now Dynamic Financial Report App will appear in App list.

3. Go to Apps menu, search for 'Dynamic Financial Report' and click Install button.

4. You are ready for use Dynamic Financial Report

Various Types Of Reports / Available Filters

You Can find the options for the reports in the "Reporting" menu present in the top middle of the navigation bar
  • Profit and loss Report
  • Balance Sheet Report
  • Executive Summary Report
  • Cash and Flow Report
  • General Ledger Report
  • Consolidate Journal Report
  • Age Receivable Report
  • Age Payable Report
  • Trial Balance Report
  • Tax Report Report

Available Filters

  • Date Filter: It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • Differentiate Filter: The report can also be compared with the previous period or a custom period(defined by the user)
  • Journal Filter: The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • Analytic Filter: Analytic accounting helps you to analyse costs and revenues whatever the use case. You can sell or purchase services, track time or analyse the production performance through analytical filters
  • Partner Filter : One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed..
  • Account Type Filter: The Account button allows the user to select from Payable and Receivable
  • Option Filter: The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range and To Print Report With Details.



Profit and Loss Report

The Profit And Loss Report displays the Gross Profit, Total Income, Net Profit reports of the company.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The report can also be compared with the previous period or a custom period(defined by the user)
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Balance Sheet Report

The Balance Sheet report displays the assets, liabilities, and equities of the company. The Profit And Loss Report displays the Gross Profit, Total Income, Net Profit reports of the company.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The report can also be compared with the previous period or a custom period(defined by the user)
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Executive Summary Report

The Executive Summary Report displays an overview of the major points of a larger report. It provides a glimpse of the profitability, position and performance of the business.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The report can also be compared with the previous period or a custom period(defined by the user)
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

Cash Flow Statement Report

The Cash Flow statement is a financial statement that summarizes the amount of cash and cash equivalents entering and leaving a company.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.

General Ledger Report

The General Ledger report shows you all the financial activity for your business. These accounts are categories that show you where your money is going or coming
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Partner Ledger Report

The Partner Ledger report displays the financial activity of a business with its partners.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range
  • One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
  • The Account button allows the user to select from Payable and Receivable
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range, and To Print Report With Details.

Age Receivable Report

The Age Receivable report categorizes and displays the amount receivable by a business based on the length of time an invoice is outstanding.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Age Payable Report

The Aged Payables report displays the total amount of business that it owes to its suppliers based on the number of days that have transpired since the invoice date
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Trial Balance Report

The Trial Balance report displays the closing balances of the general ledger accounts. The balance of all ledgers are compiled into debit and credit account column totals that are equal.:
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Consolidate Report

The Consolidate Journal report displays the credit and debit amounts for all of the subsidiary journal lines of a business that were consolidated into accounts.
  • It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
  • The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.

Tax Report

The Tax Report shows tax incurred on various sales and purchases of the business by categorizing them based on various tax slabs/brackets. The report provides a great brief to anyone who is looking for a quick overview.
  • It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
  • The report can also be compared with the previous period or a custom period(defined by the user)

Functionalities

The computed reports can be exported, printed, and emailed based on the user’s preference. On the top left corner, there are buttons for Print(Pdf), Export(XLSX), and Send Email.
  • Print(Pdf):- To print pdf of existing report.
  • Export(XLSX):- To Print Excel report of existing report
  • Send Email:- To send the pdf attached mail to the user for current report

Dynamically Creating Financial Reports

With the help of this functionality, you can create reports on your own. To do so, follow these steps:
  • Go to the configuration menu present in the navigation bar. Click on the Dynamic Financial Reports. On clicking, a form is opened.
  • Fill in the fields that are required:
    • Report Name- Provide a name to the report
    • Report Menu- Choose the menu of the report where you wish to see the Report Menu For example If you choose Accounting->Reporting->Generic Statements then the name of the report will be shown in the Reporting Section of the Navigation Bar.
      • Parent- If you want to keep the report in the existing reports menu, then you can accordingly choose the Type. There are 5 types to create the reports
      • Total- if we choose Total as a type then our report will be shown or created as a sum of the records
      • Subtraction- If you choose subtraction as a type, then the report will be created which displays the difference of the records.
      • Accounts- If you choose Accounts as a type, then the report will be created according to the selected accounts
      • Account Type- If you choose Account type as a type then, the report will created according to the selected accounts type.
      • Report Value- If you choose Report Value as a type then the report will be made on the basis of values like operating income , assets etc.

Our Releases

24th May, 2024

Latest Release 15.0.1.5.1

■ Bug Fix: In case of greater Credit the Balance should show negative sign.
■ Bug Fix: Gross Profit calculation.

30th April, 2024

Release 15.0.1.5.0

■ Bug Fix: Resolved issue where the account name incorrectly displayed the name associated with the second company.

1st April, 2024

Release 15.0.1.4.9

■ Enhancement - Add Sum of Equity + Liabilities.

21st November, 2023

Release 15.0.1.4.8

■ Improvement - Layout and Translation terms issue in pdf report.

2nd November, 2023

Release 15.0.1.4.7

■ Improvement - Translation terms in partner ledger, age receivable and age payable report .
■ Improvement - Layout issue in Trial balance pdf report .

19th October, 2023

Release 15.0.1.4.6

■ Enhancement - Enhanced data rendering in xls and pdf report for arabic .

13th October, 2023

Release 15.0.1.4.5

■ Enhancement - Working of signs in Balance Sheet report for Equity and Liability in Arabic.

5th October, 2023

Release 15.0.1.4.4

■ Enhancement - Enhanced the move line rendering in the partner/general pdf and xlsx report.

14th September, 2023

Release 15.0.1.4.3

■ Enhancement - Working of signs in Profit and Loss and Balance Sheet report in Arabic

4th September, 2023

Release 15.0.1.4.2

■ Enhancement - Debit minus Credit for Expense and Cost of Revenue in Cash Flow report, Profit and Loss report in arabic.

24th August, 2023

Release 15.0.1.4.1

■ Enhancement - Debit minus Credit for Expense and Cost of Revenue in Cash Flow report, Profit and Loss report.
■ Enhancement - Compatibility of Age Payable and Age Receivable reports with Arc Theme.

10th August, 2023

Release 15.0.1.4.0

■ Enhancement- Enhanced the consolidate journal report UI with RTL CSS.

28th July, 2023

Release 15.0.1.3.9

■ Enhancement- Translation of Tax Report Terms.

25th July, 2023

Release 15.0.1.3.8

■ Improvement- Provide the configuration for Net Tax.

■ Improvement- Working of Previous Year Unallocated Earnings.

9th February, 2023

Release 15.0.1.3.7

■ Improvement- Provide the configuration to update the equity formula.

13th January, 2023

Release 15.0.1.3.6

■ Enhancement- Code Optimized for Empty Due Date.

30th December, 2022

Release 15.0.1.3.5

■ Enhancement- Remove partners records if no amount left to be paid.

16th September, 2022

Release 15.0.1.3.4

■ Enhancement- Date rendering according to the selected language.

■ Enhancement- Add translation according to the selected language.

05th August, 2022

Release 15.0.1.3.3

■ Improvement- Data rendering for as of functionality in Trial balance report.

■ Improvement- Date in xlsx report for trial trial balance report.

27th July, 2022

Release 15.0.1.3.2

■ Improvement- Provide the configuration to show the net tax value on the tax report.

20th July, 2022

Release 15.0.1.3.1

■ Journal item fix in balance sheet report

■ Deduct cost of revenue from expense in excecutive summary report

■ Enhance closing bank balance data

■ Enhance average debtors days and average creditor days in balance sheet report

■ Expense data shown in case of comparison

■ Add formatting with commas in xls file

25th February, 2022

Release 15.0.1.3.0

■ Multi Company Feature

9th February, 2022

Release 15.0.1.2.2

■ Minor code changes related to the tax report.

2nd February, 2022

Release 15.0.1.2.1

■ Minor code changes related to the Partner/General ledger.

25th January, 2022

Release 15.0.1.2.0

■ Improvement- Provide the configuration to manage the initial balance for income/expense account in the trial balance report.
■ Improvement - Provide the configuration to manage the initial balance in the partner/general ledger report.

6th January, 2021

Release 15.0.1.1.0

■ Enhancement - Showing filter drop-down while selecting multiple options.

24th December, 2021

Release 15.0.1.0.1

■ Fix - Report filter drop-down UI issue.

Frequently Asked Question

Need some customization in this app, whom to contact?

For extra customizations, you can contact us and communicate the exact modifications that you need. We will certainly help you with that.

Yes, we will provide 90 days of free support for any app-related queries. issues and glitches. It starts from the date of purchase.

Dynamic Financial Report is a feature that helps you to create and customize your own reports with ease. You can create a report in a new format and incorporate it with an existing parent report

The app can significantly reduce the burden of businesses of any scale by automatically generating various reports on a click. Whether you are a small business, MSME or a large enterprise, investing in the app will be fruitful.

The differentiate filter will help you to compare or tally a report with the previous ones(different time segments). It will let you compare the results and understand the financial standing of the new report.

Generally, a report only sums up the overall transaction details of various products in a combined fashion. What if you need to get the transaction history(credit/debit details) of a specific product? This is where an analytical account comes in. Using an analytical account, you can check the credit/debit history of a specific product without affecting the details of the original report.

FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

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sales@ksolves.com
+91 120-4299799‬ 
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Great and quick support
by
Mohamed Dirar
on 9/26/23, 3:08 AM

Thank you for for your quick support. Module is working perfectly and we are using it since 6 months

Re: Great and quick support
by
Ksolves
on 9/26/23, 4:19 AM Author

Hello Mohamed,

Thank you for the 5 star rating & encouraging feedback.

We look forward to growing this to a long-term relationship & serve you with future assignments up to the mark.

Regards,

Team Ksolves!

We've got some problems
by
ibrahim.karout98@gmail.com
on 9/5/23, 7:16 AM

The balance sheet take the balance as credit-debit for all type of accounts and that's wrong because it depend on the account type 

(for example Assets accounts balance should be (debit-credit) and liabilities accounts balance should take (credit-debit)) this problem just when we use Arabic language

Re: We've got some problems
by
Ksolves
on 9/13/23, 10:21 AM Author

Hello Ibrahim,

Sorry for the inconvenience caused,

It seems like you might be using the older version of Dynamic Financial report V15 because we have already enhanced this functionality in the last release of Dynamic Financial Report.

So we recommend you to please update the Dynamic Finacial Report V15 with the latest release, then your issue must be resolved.

If you have any other concerns or queries, please feel free to reach out to us odoo.helpdesk@ksolves.in.

Thanks,

Team Ksolves!

Wonderful Team
by
Mohammad Kamal Habbaba
on 1/13/23, 9:04 AM

Best Support

amazing team super fast response.

    

Re: Wonderful Team
by
Ksolves
on 1/13/23, 9:41 AM Author

Hello Kamal,

Thank you for the 5 star rating & encouraging feedback.

Look forward to a long-term association. We would request you to explore the latest Apps, Themes & Odoo services from Ksolves and share your valuable reviews.

Regards,

Team Ksolves

by
a7med.nor@gmail.com
on 1/25/22, 3:45 AM

it's the best on financial report and it works good with RTL language 


Re:
by
Ksolves
on 2/25/22, 12:39 AM Author

Hi Sander,
Thank you for the 5 star rating & encouraging feedback.

Look forward to a long-term association. We would request you to explore the latest Apps, Themes & Odoo services from Ksolves and share your valuable reviews. Regards,

Team Ksolves

by
makki
on 12/30/21, 3:53 PM

The best application for financial reports and support is more than wonderful

Re:
by
Ksolves
on 2/25/22, 12:39 AM Author

Hi Makki,
Thank you for the 5 star rating & encouraging feedback.

Look forward to a long-term association. We would request you to explore the latest Apps, Themes & Odoo services from Ksolves and share your valuable reviews. Regards,

Team Ksolves

Good reporting module for Community Users
by
Md Aziz
on 8/1/24, 12:51 PM

Help me to resolve my other issues as well. Team is very responsive.

Re: Good reporting module for Community Users
by
Ksolves
on 8/1/24, 11:54 PM Author

Hello Aziz,

Thank you for sharing encouraging feedback.

We look forward to growing this to a long-term relationship & serve you with future assignments up to the mark.

Regards,

Team Ksolves!

Inquiry
by
Rania Hasan
on 2/15/24, 6:28 AM

Is there any filter allows me to view all accounts (even those with zero balance) in the Trial Balance and General Ledger Reports for version 15?

Re: Inquiry
by
Ksolves
on 2/18/24, 11:30 PM Author

Hello Rania,

Thanks for reaching out to us,

Yes, we have a feature to view all the accounts, but not with zero balance.

So for any other concerns or queries please feel free to reach out to us at odoo.helpdesk@ksolves.in. 

Thanks 

Dynamic Financial Report Features
by
Ademola Oke
on 12/1/23, 5:10 AM

Dear Ksolves,

I want to find out if your Dynamic Financial Reports module is multi-company compatible so that we can generate parent-child company financial reports.

What I mean is that I want to be able to see a consolidated report where all the child companies are consolidated and the totals are displayed at the parent company level. Then I also want to be able to drill down to each child company in the report to see the figures for each child company.

Second, is it possible to collapse and expand headings in the reports. E.g. for profit and loss, can we collapse the Income and Expense headings and then expand to show more details as required. Similar for other reports.

I have checked the module and I can’t see where to do this. Please confirm if this is possible or give me an idea of the cost of this customization if the feature is not available.

Regards,

No URL specified

Demola

 

Re: Dynamic Financial Report Features
by
Ksolves
on 12/1/23, 7:41 AM Author

Hello Ademola,

Thanks for reaching out to us,

We have checked the pointer that you have shared with us, so please find the below response for the same.

Yes, The Dynamic Financial Reports module is multi-company compatible, whatever company you select from the headers, you will get the data accordingly, but we are not maintaining a parent-child hierarchy for now.

Yes, we have a feature to collapse and expand the records in the reports, but you can only collapse and expand the child records, not the main heading.

But thanks for your suggestion we have added the same to the bucket list, and according to the feasibility will try to implement the same in future releases.

If you have any other concerns or queries please feel free to reach out to us at odoo.helpdesk@ksolves.in.

Thanks,

Team Ksolves!

This report did not live up to our expectations.
by
Сергей Чичкань
on 8/25/23, 2:50 AM

The big trouble is that the report does not refer to payments. All access goes only to accounts, which makes, for example, your cash flow statement useless. And there's nothing you can do about it in the settings.

Re: This report did not live up to our expectations.
by
Ksolves
on 8/25/23, 9:47 AM Author

Hello Сергей Чичкань,

Thanks for reaching out to us,

The Dynamic Financial Report module provides multiple reports and all the reports show the data on the basis of account. Basically, the reports of Dynamic Financial Report show the data same like Odoo standard accounting report.

But if you want to add some other functionalities as well in the Dynamic Financial Report then we can discuss the same and proceed accordingly.

So we request you to come up over the call, we can schedule a meeting for the same please let us know your availability. Or you can book a slot as per the below link.https://calendly.com/

So let's connect over the call, we will give you the solution.

For any concerns or queries please feel free to reach out to us at odoo.helpdesk@ksolves.in.

Thanks,

Team Ksolves!

May I have demo ?
by
PT Proweb Indonesia
on 5/9/23, 12:17 AM

Hello Ksolves,


May  i have demo ?
My email is aris@proweb.co.id

Aris G

Great apps to represent financial reports
by
Row
on 2/17/23, 3:24 AM


Re: Great apps to represent financial reports
by
Ksolves
on 2/17/23, 5:33 AM Author

Hello Row,

Thank you for the encouraging feedback.

Look forward to star based ratings & long-term association. We would request you to explore the latest apps & themes from Ksolves and share your valuable reviews.

Regards,

Team Ksolves!

Is it available for odoo 16?
by
Abdulaziz Alanazi
on 2/14/23, 8:45 PM


Re: Is it available for odoo 16?
by
Ksolves
on 2/14/23, 10:26 PM Author

Hello Abdulaziz Alanazi, 

Thanks for reaching out to us, 

Yes Dynamic Financial Report 16 is our priority release and we are planning to launch version 16 in next upcoming weeks on the stores. 

If you have any other concerns or queries please feel free to reach out to us at sales@ksolves.com and odoo.helpdesk@ksolves.in. 

Thanks, 

Team Ksolves !

version 16
by
Maher Khalil
on 2/11/23, 12:52 AM Confirmed Purchase

do you plan for odoo version 16?

Re: version 16
by
Ksolves
on 2/11/23, 1:57 AM Author

Hello Maher Khalil, 

Thanks for reaching out to us, 

Yes Dynamic Financial Report version 16 is our priority release and we are planning to launch version 16 in next upcoming weeks on the stores. 

If you have any other concerns or queries please feel free to reach out to us at sales@ksolves.com and odoo.helpdesk@ksolves.in. 

Thanks, 

Team Ksolves !

by
Maarid
on 1/8/23, 3:16 PM

Does it support RTL? and print?

Re:
by
Ksolves
on 1/9/23, 12:07 AM Author

Hello Maarid,

Thanks for reaching out to us,

If you have any other concerns or queries please feel free to reach out to us at odoo.helpdesk@ksolves.in. 

Yes, Dynamic Financial Report supports RTL and print also in xlsx and pdf format.

 Thanks,

Team Ksolves !

by
hawkar maghdour
on 12/21/22, 5:32 AM Confirmed Purchase

hello

we can use this addon for invoice not cash on sale ?

Re:
by
Ksolves
on 12/21/22, 6:01 AM Author

Hello Hawkar,

Thanks for reaching out to us.

Basically Dynamic Financial Report module provides a crystal clear visualisation of the financial performance of a business by generating precise reports such as Profit and loss Report, Balance Sheet Report, Executive Summary Report, Cash and Flow Report, General Ledger Report, Consolidate Journal Report, Age Receivable Report, Age Payable Report, Trial Balance Report and Tax Report Report. 

So you can easily view every aspect of a report and detect small shortcomings, understand the financial standing of the business.

If you are looking for something else then please feel free to reach out to us at odoo.helpdesk@ksolves.in. 

Thanks,

Team Ksolves!

by
a7med.nor@gmail.com
on 10/10/22, 8:01 PM Confirmed Purchase

hello 

i get this error now when i try to install it 

The above exception was the direct cause of the following exception:

Traceback (most recent call last):
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 643, in _handle_exception
    return super(JsonRequest, self)._handle_exception(exception)
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 301, in _handle_exception
    raise exception.with_traceback(None) from new_cause
odoo.tools.convert.ParseError: while parsing /mnt/extra-addons/ks_dynamic_financial_report/security/ks_access_file.xml:3, somewhere inside


Re:
by
Ksolves
on 10/11/22, 1:27 AM Author

Hello Ahmed,

Thanks for reaching out to us,

We have checked the concern that you have shared with us in our system and tried to reproduce the same but it is working as expected, no such error is generated from our end.

The possible reason could be that might be you are getting this error while installing because the "Dynamic Financial Report" zip that you are using is corrupted.

So we recommend you to please again download the latest zip of "Dynamic Financial Report" and try to install it in a new database.

If still getting the same then please provide us your Test server access and a video generating the issue will be highly appreciated, so that we can check the cause of the issue and provide you the optimal solution.

If you have any other concerns or queries please feel free to reach out to us at odoo.helpdesk@ksolves.in.

Thanks,

Team Ksolves!

Can i see demo?
by
Ahmad Nur Fauzi
on 9/6/22, 11:45 PM
Re: Can i see demo?
by
Ksolves
on 10/6/22, 12:59 PM Author

Hello Ahmad,

Thanks for reaching out to us.

Yes you can check the features and functionality of the application by accessing the below demo server.

https://dynamicreport15.kappso.in/web

demo/demo

If you want a demo for the same please feel free to reach out to us at odoo.helpdesk@ksolves.in. & sales@ksolve.com.

Thanks,

Team Ksolves!

by
dellfinch
on 8/11/22, 10:02 PM

is this support v14?

do you support in installation, training and support part of purchase?

Re:
by
Ksolves
on 8/12/22, 12:03 AM Author

Hi Delifinch,

Yes. It supports v14. Presently we offer this app for v12 v13 v14 & v15.
We provide demo & training as well as purchase support.

We will help you in installation steps and provide you solution if any error occurs

Also we do provide 90 days free post sale customer support for all your queries, issues in functionality of our app.

Thanks
Team Ksolves!

yes send me the videos
by
Maher Khalil
on 8/1/22, 3:52 PM Confirmed Purchase

email maherkhalil@outlook.com

Re: yes send me the videos
by
Ksolves
on 8/2/22, 12:42 AM Author

Hi Maher,

Thanks.

We have received your email. We will share your video on it.

Regards.

Team Ksolves!

Comparing with previous periods does not work as expected
by
Maher Khalil
on 8/1/22, 9:28 AM Confirmed Purchase

Comparing with previous periods does not work as expected

The current period will disappear and shows only previous period

Re: Comparing with previous periods does not work as expected
by
Ksolves
on 8/1/22, 11:55 AM Author

Hello Maher, 

Thanks for reaching out to us,

Actually when you compare any report like a Balance Sheet with its previous period using the "Differentiate" feature of Dynamic Financial Report then the Balance section shows the current period data.

If you want related videos for ready reference or if you still facing any other issues then please feel free to reach out to us at odoo.helpdesk@ksolves.in. & sales@ksolve.com.

Thanks,

Team Ksolves!

Yes the same
by
Maher Khalil
on 7/29/22, 8:19 PM Confirmed Purchase

Yes the same

Re: Yes the same
by
Ksolves
on 7/30/22, 12:23 AM Author

Hi Maher,

Thanks for the confirmation.

Please share your email & other details at odoo.helpdesk@ksolves.in. we will keep you posted about release details.

Regards,

Team Ksolves!


wrong results in trial balance as of july 19
by
Maher Khalil
on 7/29/22, 4:44 AM Confirmed Purchase

wrong results in trial balance as of July 19, 2022

PLease check

Re: wrong results in trial balance as of july 19
by
Ksolves
on 7/29/22, 8:16 AM Author

Hello Maher,

Thanks for reaching out to us,

As per our understanding, you are talking about the issue of the same balance in both the columns i.e. "Initial Balance" and "Current Balance" even if you do not have any "Initial Balance" and then it is combining the balance in "Ending Balance" column in case of applying the date filter as "As Of" we can share a video of same for your reference.  

If you are also stating about the same issue then this is already in our roadmap and in the next release of Dynamic Financial Report we will enhance the same.

Also, the Trial Balance report works on the current year date filter but we have given both the options in our module that you can see your Trial Balance report in both the date filter type i.e. "Current Year" date filter and "As of" date filter. You can change the type of the date filter from the Trial Balance -> Options -> Select "To change date range" and now you will be able to see the Dynamic Financial report on the basis of the current year.

If you want related videos for ready reference or if you still facing any other issues then please feel free to reach out to us at odoo.helpdesk@ksolves.in. & sales@ksolve.com.

Thanks,

Team Ksolves!

Arabic Language not translatable
by
Alaa
on 4/11/22, 8:22 PM Confirmed Purchase

Hello,

its amazing module and working with RTL, But when i switch to Arabic language, the reports still in English in Columns Names and Labels and also get the Accounts from Chart of accounts which written in English not the translatable Accounts name .

so, how can i fix this issue ?


   

Re: Arabic Language not translatable
by
Ksolves
on 4/12/22, 4:00 AM Author

Hello Alaa,

Please find below the reply to your query. In order to update the Dynamic Financial Report or any other Odoo Custom app translation in Arabic language you need to first export the PO file of the Dynamic Financial Report or the app that you want to translate into the Arabic language. Edit the Po file and update the translated terms, then import the file again in the Odoo environment, that will generate the translation for all the fields that you have updated in the PO file.

Please find the below steps for your reference: Go to the Setting >Translation> Export Translation, change the file format CSV to PO file and select app Dynamic Financial Report, Export the PO file and change the translation in PO file and now place that PO File in "i18n" folder of Dynamic Financial Report and restart the server and update the Dynamic Financial Report app or you can just import that PO file.

If you have any other concerns or queries, please feel free to reach out to us odoo.helpdesk@ksolves.in

Regards,

Team Ksolves!

by
Ksolves
on 2/25/22, 6:49 AM Author

Hello Maher,

please find the below response for your suggestion  accounting group for COA.

Thanks for your suggestions.

Surely we check the feasibility for the same and add the same in future releases. If you have any other concerns or queries, please feel free to reach out to us odoo.helpdesk@ksolves.in. Thanks,
Team Ksolves !

account group
by
Maher Khalil
on 2/24/22, 2:38 PM Confirmed Purchase

it would be better to add accounting group for COA

Re: account group
by
Ksolves
on 2/25/22, 12:44 AM Author

Hi Maher,

We have received your query. Kindly mark your query to odoo.helpdesk@ksolves.in along with the SO No.  and the version for us to raise a ticket.

As we can check with our tech development team on the possible solutions. We shall reply soon with the update there.

Regards,

Team Ksolves


Very useful app
by
adil adil
on 1/31/22, 7:32 PM 
I think it is the best app of its kind in ODOO APP STORE.

Financial reports are well presented. the ergonomic aspect is really great.

the technical team is very dynamic and very reactive.

big thanks for you all KSOLVES.you have saved my life :-)

a special thanks to MR KARTIK 

Good luck.

Adil

Re: Very useful app
by
Ksolves
on 2/16/22, 1:03 AM Author

Hi Adil,

Thank you for the encouraging feedback. Look forward to a 5 star rating & long-term association. We would request you to explore the latest offerings from Ksolves and share your valuable reviews.

Regards,

Team Ksolves 

it gives wrong result in some reports such as profit and lose
by
Maher Khalil
on 1/22/22, 3:01 PM Confirmed Purchase


Re: it gives wrong result in some reports such as profit and lose
by
Ksolves
on 1/23/22, 12:46 PM Author

Hello Maher,

Please write to us on sales@ksolves.com . Our Team will get in touch with you to understand your requirement & help you for all required information. Also please share some more information regarding it along with screen shot or video. 

Thanking you.

Regards,

Team Ksolves

There are some errors to correct
by
adil adil
on 1/19/22, 9:17 AM

1 unfortunately there are some errors in this report and you still having work on it

2 for the exemple above: the report gives you a wrong result: this net profit is not true

3 the initial balance should not be reported  for expenses and incomes account from a fiscal year to another


Re: There are some errors to correct
by
Ksolves
on 1/19/22, 12:14 PM Author

Hi Adil,

We have received your query. Kindly mark your query to odoo.helpdesk@ksolves.in  referring the SO No.  and the version for us to raise a ticket along with video or screen shot of error if any.

We shall reply soon there with the update

Regards,

Team Ksolves

by
a7med.nor@gmail.com
on 1/12/22, 5:43 PM Confirmed Purchase

is it support RTL ?


Re:
by
Ksolves
on 1/16/22, 1:07 AM Author

Hello Ahmed,

Yes, its support to RTL. For any further queries feel free to write us sales@ksolves.com

Regards,

Team Ksolves !

Great quick response from support team.
by
Sajid Khan
on 1/11/22, 12:47 AM


Re: Great quick response from support team.
by
Ksolves
on 2/25/22, 12:46 AM Author

Hi ,

Thank you for the encouraging feedback.

Look forward to star based ratings & long-term association. We would request you to explore the latest apps & themes from Ksolves and share your valuable reviews.

Regards,

Team Ksolves

demo
by
Maher Khalil
on 1/2/22, 4:19 PM Confirmed Purchase

can I see demo?

Re: demo
by
Ksolves
on 1/11/22, 2:28 AM Author

Hello Maher,
 
We have received your query.
Kindly mark your query to odoo.helpdesk@ksolves.in & sales@ksolves.in. Share a email along with the So. No.  and the version for validation as you have confirmed purchase.

We will be happy to connect you and arrange demo for you also please share your availability.

Regards,
Team Ksolves

by
Ksolves
on 12/27/21, 9:25 AM Author

Hello Abu, 

Please write to us on sales@ksolves.com . Our Team will get in touch with you & help you for all required information.

Thanking you.

Regards,

Team Ksolves

by
Abu Irfan
on 12/27/21, 4:02 AM

Available filter Analytic Tags, Analytic Account in  GL Report?

Re:
by
Ksolves
on 12/29/21, 9:11 AM Author

Hello Abu!

Please find the below response for same:
Yes, we have given the feature to filter your reports using Analytic Tags and Analytic Account in the Dynamic Financial report module.

So yes you can filter your GL Report by Analytic Tags and Analytic Account.

Please find the attached screenshot for your reference.
Regards,
Team Ksolves !