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Partner Ledger: Hide Partners with Zero Balances

by
Odoo

79.99

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (accountant)
Invoicing (account)
Discuss (mail)
Lines of code 93
Technical Name wm_pl_hide_zero_balance
LicenseOPL-1
Versions 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (accountant)
Invoicing (account)
Discuss (mail)
Lines of code 93
Technical Name wm_pl_hide_zero_balance
LicenseOPL-1
Versions 17.0 18.0
Enterprise Odoo.sh On Premise

Hide Partners with Zero Balancea in Partner Ledger Reports

Are you overwhelmed by lengthy customer and vendor lists cluttering your Partner Ledger reports? Our Odoo app is here to transform your experience! With the ability to hide partners with zero balances, you can now focus on what truly matters—active accounts and meaningful financial insights. Designed for businesses with extensive customer/vendor databases, this app is a game-changer for streamlining your financial workflows.

Features
  • Save Time & Effort: Instantly filter out inactive partners, eliminating unnecessary clutter in your reports.
  • Enhanced Productivity: Speed up reconciliation, financial analysis, and decision-making by focusing only on actionable data.
  • Customizable Flexibility: Easily toggle the zero-balance filter on or off, giving you full control over your reporting preferences.
  • How it works?

    After installing the app, you can configure how the "Hide Balances at 0" option behaves in accounting reports by following these steps::

    1. Enable Developer Mode (if not already activated).
    2. Navigate to the Accounting app → Configuration → Accounting Reports.
    3. Open the Partner Ledger Report settings.
    4. Go to the Options tab.
    5. Set the "Hide Balances at 0" option to one of the following values:
      • Enabled by Default: The option is automatically turned on when the report is opened.
      • Optional: The option appears in the report options but remains disabled by default (users can toggle it manually).
      • Never: The option is hidden entirely and will not appear in the report options.

    Report without filtering option

    Report with filtering option

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