Advanced Account Statements for Customer and Vendor, Reporting and Automated Delivery
by Sitaram https://www.sitaramsolutions.in$ 137.47
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 1923 |
| Technical Name |
sr_account_statement_advanced |
| License | OPL-1 |
| Website | https://www.sitaramsolutions.in |
| 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 | 1923 |
| Technical Name |
sr_account_statement_advanced |
| License | OPL-1 |
| Website | https://www.sitaramsolutions.in |
| Versions | 17.0 18.0 19.0 |
Advanced Account Statements for Customer and Vendor Reconciliation, Reporting and Automated Delivery
Advanced Account Statements is a dedicated accounting solution that provides separate customer and vendor statement screens inside Odoo Accounting. The module generates statements from posted customer invoices, credit notes, vendor bills and vendor refunds with clear totals for invoice amount, paid amount and outstanding balance. It is designed for accounting teams, finance managers and AR/AP users who need accurate partner statements without manual spreadsheet preparation.
Each statement screen includes flexible filters for date range, partner and statement type. Users can view All Statements, Only Due or Only Overdue records and instantly refresh the dashboard with live totals. From the same screen, statements can be exported to PDF, downloaded as XLSX or sent by email using predefined templates with the generated PDF attached.
Customer statements are available under Accounting > Customers > Statement and vendor statements under Accounting > Vendors > Statement. Both screens use the same workflow with partner-specific domains so finance users can quickly review receivables and payables in one consistent interface.
The module also supports automated statement emailing. Accounting settings allow companies to enable scheduled delivery on daily, weekly, monthly or yearly cycles with a default statement filter. Individual partners can be configured to receive customer statements, vendor statements or both automatically.
The result is faster partner communication, improved collection follow-up and reliable statement reporting directly from posted accounting data. Finance teams gain a single place to review balances, share professional statements and automate recurring statement delivery to customers and vendors.
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Key Features of Advanced Account Statements
Advanced Account Statements provides dedicated customer and vendor statement screens with flexible filters, export options and automated email delivery. It is designed for accounting teams who need accurate partner balances, faster reconciliation and professional statement sharing from posted accounting records.
Customer Statement Dashboard
Dedicated screen under Accounting > Customers > Statement for receivable review.
Vendor Statement Dashboard
Dedicated screen under Accounting > Vendors > Statement for payable review.
All, Due and Overdue Filters
View all statements, only due balances or only overdue balances with one selection.
Date Range and Partner Filters
Filter statements by from date, to date and selected customer or vendor partner.
PDF Statement Export
Generate professional PDF statements with partner details and transaction totals.
XLSX Statement Export
Download statement lines and totals in Excel format for analysis and sharing.
Email Statement Delivery
Send statements by email with PDF attachment using predefined mail templates.
Scheduled Auto Statement Emails
Automate statement delivery on daily, weekly, monthly or yearly schedules.
Partner Auto Send Configuration
Enable auto statements per partner for customer, vendor or both statement types.
Posted Accounting Data
Statements are built from posted invoices, credit notes, bills and refunds with live totals.
50 Days Free Support
Dedicated support to ensure smooth adoption and quick resolutions.
Benefits of Using Advanced Account Statements
Advanced Account Statements improves accounting operations by centralizing customer and vendor statement generation, export and delivery. It helps finance teams share accurate balances faster, follow up on due and overdue amounts and reduce manual work through scheduled statement emails.
Faster Partner Reconciliation
Review customer and vendor balances in one screen with instant totals and line details.
Less Manual Statement Work
Eliminates spreadsheet preparation by generating statements directly from posted moves.
Better Due and Overdue Follow-up
Focus on open balances with dedicated due and overdue statement filters.
Professional PDF Sharing
Send clean branded PDF statements to customers and vendors with one click.
Excel Export for Analysis
Download statement data in XLSX format for review, audit and internal reporting.
Automated Recurring Delivery
Schedule statement emails daily, weekly, monthly or yearly without manual intervention.
Centralized Accounting Access
Open customer and vendor statements directly from standard Accounting menus.
Accurate Posted Balances
Statement lines and totals are calculated from posted invoices, bills and refunds only.
Partner-Level Control
Choose which partners receive automatic customer, vendor or both statement emails.
Email Delivery Tracking
Generated statement PDFs are attached to outgoing emails for clear communication records.
Customer Statement Menu Access
Open the customer statement screen from Accounting > Customers > Statement to review receivable balances.
Vendor Statement Menu Access
Open the vendor statement screen from Accounting > Vendors > Statement to review payable balances.
Customer Statement - All Statements
View all posted customer invoices and credit notes for a selected partner and date range with PDF, XLSX and SEND actions.
Customer Statement PDF Export
Generate a professional customer statement PDF with partner details, transaction lines and summary totals.
Customer Statement XLSX Export
Download the customer statement in Excel format with invoice lines, paid amounts and balance totals.
Customer Statement Email Delivery
Send the customer statement by email with the generated PDF attached to the selected partner.
Customer Statement - Only Due
Filter customer statements to show only due invoices and credit notes with outstanding balances.
Customer Due Statement PDF Export
Export the due customer statement as a PDF report for follow-up and partner communication.
Customer Due Statement XLSX Export
Download due customer statement lines in XLSX format for review and reconciliation.
Customer Due Statement Email Delivery
Email the due customer statement to the partner with the PDF attachment included.
Customer Statement - Only Overdue
Filter customer statements to show only overdue invoices and credit notes for collection follow-up.
Customer Overdue Statement PDF Export
Export the overdue customer statement as a PDF report with outstanding balance details.
Customer Overdue Statement XLSX Export
Download overdue customer statement lines in XLSX format for analysis and follow-up actions.
Customer Overdue Statement Email Delivery
Email the Overdue customer statement to the partner with the PDF attachment included.
Vendor Statement - All Statements
View all posted vendor bills and refunds for a selected partner and date range with export and send options.
Vendor Statement PDF Export
Generate a professional vendor statement PDF with partner details, bill lines and summary totals.
Vendor Statement XLSX Export
Download the vendor statement in Excel format with bill lines, paid amounts and balance totals.
Vendor Statement Email Delivery
Send the vendor statement by email with the generated PDF attached to the selected partner.
Vendor Statement - Only Due
Filter vendor statements to show only due bills and refunds with outstanding balances.
Vendor Due Statement PDF Export
Export the due vendor statement as a PDF report for payment review and vendor communication.
Vendor Due Statement XLSX Export
Download due vendor statement lines in XLSX format for review and reconciliation.
Vendor Statement - Only Overdue
Filter vendor statements to show only overdue bills and refunds for payment follow-up.
Vendor Overdue Statement PDF Export
Export the overdue vendor statement as a PDF report with outstanding balance details.
Vendor Overdue Statement XLSX Export
Download overdue vendor statement lines in XLSX format for analysis and payment planning.
Partner Auto Statement Configuration
Enable auto send statement on the partner Accounting tab and choose customer, vendor or both statement types.
Auto Statement Email Configuration - Daily
Configure daily automatic statement emails with the default statement type in Accounting settings.
Auto Statement Email Configuration - Weekly
Configure weekly automatic statement emails by selecting the schedule type and day of week.
Auto Statement Email Configuration - Monthly
Configure monthly automatic statement emails by selecting the schedule type and day of month.
Auto Statement Email Configuration - Yearly
Configure yearly automatic statement emails by selecting the schedule type, month and day.
Automated Statement Email - Daily Customer and Weekly Vendor
View outgoing automated statement emails generated for daily customer statements and weekly vendor statements.
Automated Statement PDF Attachments
Review the PDF statement attachments generated for daily customer and weekly vendor automated emails.
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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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