Balance Confirmation Letters
by Digital Integrated Transformation Solutions (DigitsCode) https://www.digitscode.com$ 9.38
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1182 |
| Technical Name |
digits_balance_confirmation |
| License | OPL-1 |
| Website | https://www.digitscode.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1182 |
| Technical Name |
digits_balance_confirmation |
| License | OPL-1 |
| Website | https://www.digitscode.com |
| Versions | 17.0 18.0 |
Balance Confirmation Letters
Streamline your audit process with automated balance confirmation letters for customers and vendors
Key Features
Everything you need for professional balance confirmations
Automatic Balance Calculation
Calculate partner balances as of any specific date directly from your accounting data with precision.
Email Integration
Send professional confirmation letters via email with PDF attachments in just one click.
Bulk Generation
Generate confirmations for multiple partners at once using the powerful wizard with filters.
Status Tracking
Track confirmation status from draft to confirmed or disputed, with full response management.
Professional PDF Reports
Generate bilingual (Arabic/English) confirmation letters ready for printing and signing.
Multi-Company Support
Full support for multi-company environments with proper data isolation.
How It Works
Simple 4-step process for balance confirmations
Select Partners
Choose specific partners or use filters to select multiple customers/vendors
Set Date
Specify the confirmation date for balance calculation
Send Letters
Email or print professional confirmation letters with balance details
Track Responses
Record partner responses and manage any discrepancies
Why Choose This Module?
Designed for Saudi market requirements
Bilingual support (Arabic & English) for letters and interface
Professional PDF templates with signature and stamp sections
Smart button on partner form for quick access
Kanban view for visual status tracking
Difference calculation for disputed confirmations
Full audit trail with chatter integration
Role-based security (User and Manager levels)
Filter by partner type, balance range, and salesperson
See It In Action
Balance Confirmations List View
Confirmation Form View
Bulk Generation Wizard
Professional Bilingual PDF Report
Need Support?
Digital Integrated Transformation Solutions (DigitsCode)
Email: info@digitscode.com
Website: www.digitscode.com
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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