Dynamic Partner Ageing Dashboard with Reports
by AppsComp Widgets Pvt Ltd https://www.appscomp.com$ 86.66
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 3132 |
| Technical Name |
apps_ageing_partner_report |
| License | OPL-1 |
| Website | https://www.appscomp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 3132 |
| Technical Name |
apps_ageing_partner_report |
| License | OPL-1 |
| Website | https://www.appscomp.com |
Know exactly who owes what — and for how long.
A powerful and flexible module to track outstanding Receivables and Payables with real-time ageing buckets, partner-wise summaries, invoice-level drill-downs, and professional Excel exports. Make smarter cash flow decisions, faster.
10
Ageing Buckets
3
Export Formats
7+
Filter Types
Why This Module?
Businesses often struggle to get a clear picture of overdue receivables and payables. Spreadsheet-based ageing reports are outdated the moment they are generated, and standard Odoo reports lack the flexibility of configurable buckets, analytic breakdowns, and drill-down to individual invoices. This module solves all of that in one place—giving finance teams a real-time, filterable, and exportable ageing dashboard that improves cash flow management and reduces collection delays.
What This Module Does
Select an "As On Date", configure ageing buckets, apply filters, and instantly see outstanding balances by partner — with full invoice-level detail and Excel export.
Instant ageing visibility as of any date
Select an "As On Date" and the dashboard instantly computes all outstanding balances — broken down into Not Due and 10 configurable ageing buckets. Know your total outstanding, overdue, and not-yet-due amounts in seconds.
Ageing intervals that fit your business
Set up to 10 ageing bucket ranges independently — from 0–30 days all the way to 731+ days. Adjust them at any time and all outstanding amounts recalculate instantly based on the new definitions.
Invoice-level detail at a click
Expand any partner row to instantly see every invoice behind the number — including invoice reference, due date, journal, account code, analytic plan, and its contribution to each bucket.
Professional reports ready to share
Export your ageing data to Excel in two formats — a concise partner-wise summary or a fully detailed invoice-level report — both formatted with company branding and grand totals.
Key Features
Dynamic Ageing Buckets
Customize up to 10 ageing intervals (0–30, 31–60, 61–90 … 730+ days) and update bucket ranges dynamically to match your credit policies.
Real-Time Calculation
Instantly computes outstanding balances based on "As On Date" — automatically comparing invoice due dates with the selected cutoff.
Partner-Wise Summary
View total outstanding per partner with color-coded partner types, tags, and aggregated bucket totals for crystal-clear exposure.
Invoice-Level Drill-Down
Expand any partner to view invoice numbers, due dates, journals, accounts, and analytic info — all bucket-wise in one place.
Advanced Filters
Filter by Partner, Tags, Report Type (AR/AP/All), Partner Type, Analytic Plans, and Analytic Accounts — all with real-time refresh.
Multiple Export Formats
Export partner-wise summary or full invoice breakdown to Excel with company headers, color coding, grand totals, and filter descriptions.
Multi-Currency Support
Automatic handling of company currency with proper symbol formatting across all calculations, reports, and Excel exports.
Analytic Accounting Integration
Full support for analytic plans and accounts with per-invoice breakdown. Filter and analyze data by project or department dimensions.
Receivable / Payable Segregation
Dedicated AR and AP report types with automatic account filtering. Switch between Receivable, Payable, or Mixed with a single click.
Interface Gallery
Explore the dashboard, filter panel, drill-down views, and export screens.
Dashboard Overview
The main dashboard provides a comprehensive view of all outstanding receivables and payables, categorized into 10 ageing buckets (Not Due + 10 ageing buckets covering 0–730+ days). Displays total partners count, total outstanding amount, partner-wise summaries, and real-time financial tracking with company currency support.
Dynamic Ageing Buckets Configuration
Configure up to 10 customizable ageing intervals to match your business credit policies. Each bucket range can be adjusted independently, with automatic recalculation of all outstanding amounts based on the new bucket definitions:
- Bucket 1: 0–30 days | Bucket 2: 31–60 days | Bucket 3: 61–90 days
- Bucket 4: 91–120 days | Bucket 5: 121–150 days | Bucket 6: 151–180 days
- Bucket 7: 181–240 days | Bucket 8: 241–365 days
- Bucket 9: 366–548 days | Bucket 10: 549–730 days | Bucket 11: 731+ days
Partner-Wise Outstanding Summary
Detailed partner-wise ageing analysis showing outstanding amounts across all buckets. Each partner displays their total exposure with color-coded partner types and associated partner tags/categories — aggregated into a clean summary view.
Invoice-Level Drill Down
Expand any partner to view detailed invoice-level transactions including invoice numbers, due dates, journals, account codes, and analytic information. Each invoice shows its contribution to each ageing bucket for complete transaction visibility.
Advanced Filtering Options
Powerful filtering capabilities to narrow down data for specific analysis. Filter by Partner Selection, Partner Tags, Partner Type, Report Type (AR/AP/All), Accounts, As On Date, Analytic Plans, and Analytic Accounts — all integrated with real-time data refresh.
Receivable / Payable Segregation
Separate analysis of Accounts Receivable (Customer Invoices) and Accounts Payable (Vendor Bills) with automatic account filtering. Switch between Receivable, Payable, and Mixed (Journal Entries) views with a single click.
Analytic Accounting Integration
Complete integration with analytic accounting showing plan-wise and account-wise breakdown for each transaction. Filter and analyze data by analytic dimensions (e.g., "Project: DEV001 Development", "Department: FIN Finance").
Excel Export — Partner Wise Summary
Export partner-wise ageing summary to Excel with professional formatting including company header & address, color-coded headers, alternating row colors, currency formatting, grand totals, filter descriptions, and bucket-wise summaries.
Excel Export — Detailed with Invoice Breakdown
Complete detailed export showing partner summaries with expandable invoice-level details. Each invoice shows its contribution to each ageing bucket with full transaction information. Hierarchical view: Partner Level (Bold Green) → Invoice Details (Yellow Headers) → Individual Invoices (Alternating Colors).
Use the arrows or dots to browse. Click any screenshot to open it full size.
|
Dashboard Overview |
Dynamic Ageing Buckets Configuration |
|
Partner-Wise Outstanding Summary |
Invoice-Level Drill Down |
|
Advanced Filtering Options |
Receivable / Payable Segregation |
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Analytic Accounting Integration |
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Excel Export — Partner Wise Summary |
Excel Export — Detailed with Invoice Breakdown |
Who Can Use This Module?
Perfect for any business that needs clarity over outstanding receivables and payables.
Finance & Accounting Teams
Track overdue invoices and manage cash flow with real-time ageing data.
SMEs & Enterprises
Get a consolidated picture of all customer and vendor outstanding balances.
Odoo Consultants & Partners
Deliver advanced financial reporting with analytic breakdown to clients.
CFOs & Financial Controllers
Make data-driven decisions on collections and payment priorities.
Trading & Distribution Companies
Monitor high-volume partner outstanding with bucket-wise clarity.
Top 5 Reasons to Buy This Module
Clarity over cash flow, configurable buckets, powerful filters, analytic integration, and professional Excel exports — everything a finance team needs.
Real-Time Cash Flow Visibility
Instantly know what is outstanding, overdue, and not yet due — as of any date.
Fully Configurable Buckets
Up to 10 ageing buckets fully customizable to match your credit terms and policies.
Deep Analytic Breakdown
Analyze outstanding balances by analytic plans and accounts for project or department-level insight.
Professional Excel Reports
Export summary and detailed reports to Excel with company branding, color formatting, and grand totals — ready to share with stakeholders.
AR & AP in One Dashboard
Switch between receivable, payable, or both in one screen — no need to run separate reports.
> Technical Specs
| Compatibility | v18.0 |
| Dependencies | Invoicing · Discuss |
| Odoo.sh Support | Full Support ✓ |
| License | OPL-1 |
| Updates | Lifetime Free |
Quality Assurance
We follow Odoo best practices and OCA-oriented standards for smooth upgrades.
Quick Installation
Get started in three simple steps. Requires Invoicing (account) and Discuss (mail) modules.
Download & Install
Download from the Odoo Apps Store and install from the Apps menu in your Odoo instance.
Configure Buckets & Filters
Set up your ageing bucket ranges to match your business credit policies and payment terms.
Analyse & Export
Select your "As On Date", apply filters, view real-time ageing data,
and export to Excel.
Frequently Asked Questions
Can I view both Receivables and Payables in one dashboard?
Yes. The module supports Receivable (AR), Payable (AP), and a combined "All" view. Switch between them using the Report Type filter in real-time.
Can I customize the ageing bucket ranges?
Yes. Up to 10 ageing buckets are fully configurable. You can set the day ranges for each bucket independently, and all outstanding balances recalculate automatically.
Does the module support analytic accounting?
Yes. Full integration with analytic plans and accounts is included. You can filter data by analytic dimensions and view plan-wise breakdown at the invoice level.
What export formats are available?
The module offers Partner-Wise Excel Summary and Detailed Excel with full invoice breakdown. Both exports include company headers, color-coded formatting, and grand totals.
Is it compatible with Odoo Online and Odoo.sh?
Yes. The module is compatible with Odoo Online, Odoo.sh, and On-Premise installations of Odoo v18.
Still Have Questions?
Our expert team is ready to assist with technical questions, pricing, or custom development needs.
Get in Touch Now →
Works With OdooIntegrates natively with Odoo Invoicing and Accounting modules. No additional setup required beyond the standard Invoicing and Discuss apps. Invoicing · Accounting · Discuss |
Typical integrations
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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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