Partner Ledger Direct View from Contacts
Streamline your accounting workflow with one-click access to partner ledger reports directly from contact forms. Save time and improve efficiency for your finance team.
Key Features
One-Click Ledger Access
Open partner ledger reports directly from the contact form without navigating through multiple menus.
Auto-Filtered Reports
Ledger opens pre-filtered for the selected contact, eliminating manual search steps.
Permission-Based Access
Button appears only for users with accounting group permissions, maintaining security.
Instant Access
Lightweight module that loads instantly with no performance impact on your system.
Clean Integration
Extends core Odoo models without modifying base functionality or standard workflows.
Easy Installation
Simple module install with no complex configuration or dependencies required.
How It Works
Business Benefits
Perfect for:
- Accounting teams needing quick partner financial review
- Sales teams checking customer payment history
- Finance departments managing vendor relationships
- Purchasing teams reviewing supplier accounts
- Customer service teams with financial inquiries
- Any business wanting improved accounting workflow efficiency
Technical Features
Module Screenshots
Partner Ledger Button on Contact Form
The Partner Ledger button appears in the action button box on the contact form. It is prominently displayed next to other contact-related actions for easy discovery. The button is shown only to users with accounting group permissions, maintaining proper access control.
Partner Ledger Report View
Clicking the button opens the standard Odoo Partner Ledger report, pre-filtered to show only transactions for the selected contact. This eliminates the need to manually search or filter the report, saving accounting teams valuable time when reviewing customer or vendor accounts.

Custom Development & Version Support
Need This Module for Different Odoo Version?
We can adapt this module for any Odoo version you need
Want Custom Features or Modifications?
We provide custom development services to enhance or modify this module according to your specific business requirements.
What We Can Do:
- Port to any Odoo version (14, 15, 16, 17, 18, 19+)
- Add buttons for other accounting reports
- Create custom filtering options
- Multi-report integration
- Custom permission workflows
- Dashboard report shortcuts
- Integration with other modules
- Bulk report access from partner list
Quick Turnaround:
- Fast development cycles
- Regular progress updates
- Quality assurance testing
- Documentation included
- Training and support
- Competitive pricing
- Ongoing maintenance available
- Source code provided
devpybeans@gmail.com
Support & Warranty
90
Days FREE Support Included!
We provide 90 days of completely FREE support after module installation.
Bug Fixes
Free bug fixes and issue resolution for 90 days
Technical Support
Installation help and configuration assistance
Usage Guidance
Best practices and usage recommendations
Support Period:
Starts from the date of module installation
Response Time:
Within 24-48 hours on business days
Support Channels: Email,
Contact Form, and Direct Communication
Contact Information
Ready to enhance your Odoo accounting with partner ledger quick access? Get in touch with us!
Website Contact
www.pybeans.com
Contact Form
Developed by PyBeans - Enhancing Odoo for better business solutions.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 34 |
| Technical Name |
partner_ledger_direct_view_pyb |
| License | LGPL-3 |
| Website | https://www.pybeans.com |
Please log in to comment on this module