Account Reports Send Mail | Send Accounting Reports by Email
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 91.33
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 208 |
| Technical Name |
account_reports_send_mail |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 208 |
| Technical Name |
account_reports_send_mail |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 18.0 19.0 |
Send Accounting Reports by Email
Accounting Reports Mail Extension
Partner Email Dispatch for Reports
This module extends Odoo core accounting reporting functionality by introducing a streamlined email dispatch feature. It adds a Mail (@) button to all standard financial reports, enabling users to send report files directly as attachments to selected contacts. The process is managed through an intuitive popup wizard that supports partner selection and file format preferences (PDF, XLSX, or PDF & XLSX). This facilitates seamless and professional communication of accounting reports without the need for manual downloads or composing emails. It is especially useful for businesses that regularly share financial reports with clients, internal teams, or external stakeholders in a structured and efficient manner.
Main Features:
- Integrated Mail (@) Button on All Reports::
- Adds a convenient @ button to every accounting report (e.g., Balance Sheet, Profit & Loss, General Ledger), making report sharing easy and accessible.
- Contacts Selection via Wizard:
- Opens a wizard where users can select one or more contacts (customers, vendors, stakeholders) as recipients of the report.
- Multiple Export Formats Supported:
- Allows users to choose the desired output format PDF, XLSX, or PDF & XLSX ensuring compatibility with varied reporting requirements.
- Automated Email with Attachments:
- Generates the selected report automatically in the background and sends it as an email attachment to all chosen contacts.
- Predefined Universal Email Template:
- Uses a consistent, professional email body suitable for all accounting reports, simplifying communication and reducing the chance of manual errors.
- User-Friendly Interface:
- Built with a clean and simple UI in mind the wizard clearly guides users through contact selection and format choice with minimal clicks.
- Fully Integrated with Odoo Accounting:
- Requires no additional setup. Seamlessly integrates with native Odoo reporting tools and inherits access rights and company context.
- Optimized for Performance:
- Designed to handle report generation and dispatch efficiently, even for multiple contacts or large reports.
- Visual and Video Documentation:
- Refer to the included screenshots and demonstration video for a detailed overview of the modules features and usage.
Workflow:
- Go to Accounting and open any Accounting Report (like Balance Sheet, Profit and Loss, etc.).
- You will see a new button: Mail (@).
- Click the Mail (@) button:
- A wizard popup will appear.
- Select one or more contacts from the list.
- Choose the desired report format: PDF, XLSX, or PDF & XLSX.
- Click Send Button:
- The report is automatically generated.
- An email is sent to each selected contact with the report attached.
- Repeat the process for any report you wish to share with other recipients.
Edition Compatibility:
Enterprise Odoo.sh
Accounting Menu (Odoo Standard)
The Below reports support our Mail Features
Mail (@) Button on Profit and Loss Report
Send Accounting Reports Wizard View
Body Tab on Mail Form View (Odoo Standard)
Attachments on Mail Form View (Odoo Standard)
Mail (@) Button on General Ledger Report
Send Accounting Reports Wizard View
Body Tab on Mail Form View (Odoo Standard)
Attachments on Mail Form View (Odoo Standard)
Mail (@) Button on Balance Sheet Report
Send Accounting Reports Wizard View
Body Tab on Mail Form View (Odoo Standard)
Attachments on Mail Form View (Odoo Standard)
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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