$ 268.01
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 9258 |
| Technical Name |
aged_receivable_analysis |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 9258 |
| Technical Name |
aged_receivable_analysis |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
| Versions | 17.0 18.0 19.0 |
Aged Receivable Analysis
Professional Dashboard
Advanced aged receivable analysis with interactive dashboard, salesperson summary & bilingual support
Dashboard Preview
Overview
A comprehensive aged receivable analysis module designed for businesses that need detailed insights into their accounts receivable aging. Features an interactive OWL 2 dashboard with real-time KPIs, advanced filtering capabilities, and professional Excel/PDF exports.
Perfect For: Credit managers, finance departments, sales teams, and management who need to monitor outstanding receivables, track customer payment patterns, and manage credit risk effectively.
Key Features
| ✔ Interactive Dashboard - Real-time KPIs with visual indicators, emergency alerts when overdue amounts exist, and clickable cards for drill-down analysis |
| ✔ 6 Aging Buckets - Comprehensive aging analysis: Not Due, 1-30 Days, 31-60 Days, 61-90 Days, 91-120 Days, and 120+ Days overdue |
| ✔ Advanced Filtering - Filter by sales team, salesperson, multiple customers, date range, and aging category with persistent filter state |
| ✔ Salesperson Summary - Complete breakdown by salesperson showing customer counts, debtor counts, and aging distribution |
| ✔ Top 10 Debtors - Instantly identify your largest outstanding balances with team and salesperson information |
| ✔ Late Payers Analysis - Track customers with consistent late payment patterns across different aging periods |
| ✔ Professional Exports - Export to Excel with formatted headers, conditional formatting, and multiple sheets. PDF reports with elegant design |
| ✔ Email Reports - Send reports directly via email from the dashboard popup with one click |
| ✔ Bilingual Support - Full Arabic and English support with automatic RTL/LTR switching based on user language |
| ✔ Multi-level Access Control - Three security levels: Basic User, Team Manager (sees only managed teams), Full Manager (sees everything) |
| ✔ Date Type Toggle - Switch aging calculation between due date (date_maturity) and invoice date for flexible analysis |
How It Works
| Step 1: Install the module and assign appropriate access rights (User, Team Manager, or Full Manager) |
| Step 2: Navigate to Accounting > Aged Receivable Analysis to access the interactive dashboard |
| Step 3: Use filters to narrow down by sales team, salesperson, customers, or date range |
| Step 4: Click on any aging card (Not Due, 1-30 Days, etc.) to see detailed transactions in that bucket |
| Step 5: Export reports to Excel or PDF, or send via email directly from the popup |
| Step 6: Use the salesperson summary table to evaluate team performance and customer distribution |
Dashboard Components
| Component | Description |
|---|---|
| Total Debt Card | Main KPI showing total outstanding with emergency animation when amounts are overdue |
| Aging Cards | 6 clickable cards showing amounts in each aging bucket with percentage bars |
| Top 10 Debtors | Table showing largest outstanding balances with customer, team, and overdue amounts |
| Late Payers | Analysis of customers with amounts in late buckets (31-60, 61-90, 91-120, 120+) |
| Salesperson Summary | Complete breakdown by salesperson with expandable Excel export |
| Detailed Table | Paginated table with all customers showing complete aging breakdown |
| Transaction Popup | Drill-down popup showing individual invoices with export and email options |
Security Levels
| Role | Access |
|---|---|
| Aged Receivable User | View dashboard and reports for assigned customers only |
| Aged Receivable Team Manager | View data for teams where user is Team Leader or Area Manager |
| Aged Receivable Manager | Full access to all data across all teams and salespersons |
Technical Information
| Attribute | Value |
|---|---|
| Technical Name | aged_receivable_analysis |
| Version | 17.0.1.0.0 |
| Dependencies | base, account, sale, sale_management, web, mail |
| License | OPL-1 (Odoo Proprietary License) |
| Frontend | OWL 2 Component Architecture |
| Languages | English, Arabic (with RTL support) |
Export Capabilities
| 📄 Excel Export - Multi-sheet workbook with formatted headers, conditional coloring for overdue amounts, team summary, and invoice details |
| 📄 PDF Export - Professional PDF reports with company branding, aging summary, and detailed transaction lists |
| ✉ Email Reports - Send Excel reports directly via email with customizable subject and body in user's language |
Contact & Support
$270 USD
Get professional support and customization services
| Developer: | Ahmed Magdy |
| Email: | qarsan4@gmail.com |
| Website: | idealitsetup.com |
| WhatsApp: | +966 509818413 |
This module is compatible with Odoo 17 Community and Enterprise editions.
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, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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