Balance Summary
by Sheikh Muhammad Saad https://odooelevate.odoo.com/ , OdooElevate https://odooelevate.odoo.com/$ 2.03
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 131 |
| Technical Name |
oe_balance_summary |
| License | OPL-1 |
| Website | https://odooelevate.odoo.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 131 |
| Technical Name |
oe_balance_summary |
| License | OPL-1 |
| Website | https://odooelevate.odoo.com/ |
Overview
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The Balance Summary module is a powerful reporting tool designed to help accounting teams instantly generate clear and structured Excel-based balance summaries using Journal Items (account.move.line).
With flexible filtering options for Date Range, Customers, and Companies, this module delivers precise financial reports tailored to your needs. It includes per-journal entry totals, grand totals, clean grouping, and support for company logo on the report header.
Perfect for accountants, auditors, and businesses that need reliable and professional financial summaries in just a few clicks.
Developed and maintained by OdooElevate.
Key Features
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Flexible Filters
Filter reports by Date Range, Customers, and Companies for precise results.
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Excel Export
Generate professional Excel reports with formatted tables, totals, and grand totals.
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Grouped Journal Entries
Reports automatically group journal entries with individual totals for clarity.
Wizard Form
Use the wizard to select Date Range, Customers, and Companies. This allows you to filter the journal items for the report precisely.
Excel Report
Generate a professional Excel report with grouped journal entries, per-entry totals, grand totals, and company branding for easy analysis and auditing.
Other Applications
Our Services
Contact Us
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WhatsApp
+923105130679
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Website
odooelevate: Home
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LinkedIn
Sheikh Muhammad Saad - Odoo Developer | ERP
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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