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OE Finance: Financial Reports Core

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Odoo

$ 29.40

v 15.0 Third Party
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Lines of code 3678
Technical Name oe_financial_reports_core
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 3678
Technical Name oe_financial_reports_core
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: financial reports, accounting reports, general ledger, aged receivables, aged payables, tax report, chart of accounts, XLSX export, PDF export, CSV, drill-down, journal items, unposted entries, analytic accounts, analytic tags, multi-company, Odoo 12, community, Odoo Engineering, finance, audit, compliance
Odoo Engineering

OE Finance: Financial Reports Core

General Ledger, Customer Ledgers, Aging, Tax, and Chart of Accounts - fast, accurate, and business-ready with AI insights.

Try It Out Contact Us

Enhanced Features in This Version

Professional Capabilities for Your Business

Presets Manager

Save, load, and share report configurations with default presets and one-click Import/Export as JSON.

Line-Level Drill-Down

Click any report line to drill into Journal Items and Unposted Entries using exact domain and date rules.

Multi-Format Exports

Export to styled XLSX with headers and freeze panes, or CSV - all from form and Kanban views.

Quick Date Presets & Comparison

Month, Quarter, and Year presets with default comparison periods for side-by-side analysis.

Smart Filters

Filter by Account Type (Receivable, Payable, Income, Expense), Journals, Customers (reconciled/unreconciled), and Analytic Accounts.

Favorites & Kanban

Star your most-used reports and browse them in a Kanban view grouped by company.

AI Insights

Queue AI-powered health and cashflow analysis directly from the report Actions menu.

Menu Generator

One-click menu creation under Financial Reports for instant access to your configured reports.

What's Included

Core Features

  • GL, Customer Ledger, Aging, Tax, CoA
  • Export to PDF/Excel
  • AI health and cashflow checks

Additional Components

  • QWeb templates & web assets
  • Security & access rules
  • Odoo Engineering warranty

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_financial_reports_core" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Access the module settings from the main menu

Basic Usage

  1. Open reports: Accounting -> Reports -> Choose GL, Customer Ledger, Aging, Tax, or CoA
  2. Filter results: Use date windows, journals, customers, and analytics to refine
  3. Export: Click Export to generate PDF/Excel with clean formatting
  4. Run AI checks: From Actions menu, queue AI health analysis

Tips & Best Practices

  • Use promised dates to prioritize collections
  • Save favorite filters for recurring reporting
  • Schedule exports for monthly closes
  • Pair with oe_budget_console for planning

Important Notes

For Odoo 12 through 19 Community. Multi-company aware. Ensure correct fiscal year setup and tax mapping for accurate totals.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12 through 19 Community. Migration guides available upon request.

Q: Does it work multi-company?

A: Yes, with strict record rules and company isolation built-in.

Q: Can we customize reports?

A: Yes. The framework is extensible with QWeb templates and models.

Launch Demo Instance

Explore OE Finance: Financial Reports Core in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Finance: Financial Reports Core today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Odoo Proprietary License v1.0

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