Financial Report Group by Total
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-rep-0009-financial-report-group-by-total-5256$ 150.86
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 42 |
| Technical Name |
fal_financial_report_groupbytotal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-rep-0009-financial-report-group-by-total-5256 |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 42 |
| Technical Name |
fal_financial_report_groupbytotal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-rep-0009-financial-report-group-by-total-5256 |
| Versions | 18.0 |
ODOO'S FUNCTION
Odoo proposes a very dynamic and flexible comparison engine but lacks a 'Total' column, which strongly limits the use of the comparison tool. For instance, you can get all of your monthly results from the beginning of the year, but you cannot see the year's total amount on the same report.
CLUEDOO'S FUNCTION
Odoo proposes a very dynamic and flexible comparison engine but lacks a 'Total' column, which strongly limits the use of the comparison tool. For instance, you can get all of your monthly results from the beginning of the year, but you cannot see the year's total amount on the same report.
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1. First, we need to create an applicable filter on a financial report. |
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When we apply a filter on the financial report, it will show the total.
NOTE: From v18 up, Odoo already has a total column if we add a filter |
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Set the applicable filter In v19:1. Go to Accounting > Reporting > Profit and Loss > Settings button > Fill in Horizontal Groups under the Options tab |
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Create a new horizontal group or choose an existing one >
Save
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2. Go back to the
Profit and Loss
statement, you will see an option to filter by
Horizontal Group: Journal Entry
that you just created
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3. If you add a comparison, it will show the total for each year
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STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo proposes a very dynamic and flexible comparison engine but lacks a 'Total' column, which strongly limits the use of the comparison tool. For instance, you can get all of your monthly results from the beginning of the year, but you cannot see the year's total amount on the same report.
CLUEDOO'S FUNCTIONS
Cluedoo adds the 'Total' column feature, which is very useful, especially in two comparison situations:
Group by Horizontal Group: Get the cumulated or consolidated total (removed from v18) .
Compare by Month: Displays the total since the beginning of the year.
MODULE +
A must-have module to optimize your financial report engine.
CLUEDOO RECOMMENDATION
Install on all of your databases with the Accounting app.
OUR FEATURES AS SOLUTIONS
Add a 'Total' Column for Each Year / Comparison by Year When You Create a Filter
HOW TO USE THIS MODULE
1
First, we need to create an applicable filter on a financial report.
2
When we apply a filter on the financial report, it will show the total.
NOTE: From v18, Odoo already has a total column if we add a filter
Set the applicable filter In v18:
1. Go to Accounting > Reporting > Profit and Loss > Settings button > Fill in Horizontal Groups under the Options tab
Create a new horizontal group or choose an existing one > Save
e.g. I create a Journal Entry group
2. Go back to the Profit and Loss statement, you will see an option to filter by Horizontal Group: Journal Entry that you just created
3
If you add a comparison, it will show the total for each year
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