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  1. APPS
  2. Accounting
  3. Partner Ledger Direct View from Contacts v 19.0
  4. Sales Conditions FAQ

Partner Ledger Direct View from Contacts

by PyBeans https://www.pybeans.com
Odoo

$ 3.43

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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  • Description
  • Manifest
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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

Install the module Open any contact form Click Partner Ledger button View filtered ledger instantly
Adds button to contact form button box Auto-filters to selected partner Shows standard Odoo partner ledger report
Perfect for accounting teams, sales departments, and any business needing quick access to customer or vendor financial information

Business Benefits

Ideal for accounting teams, finance departments, sales teams, and any business using Odoo that wants to improve financial data access and accounting efficiency.

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

Uses Odoo's built-in action routing system for reliable report opening
Respects Odoo's group-based permission system for secure access control
Works seamlessly on all devices including tablets, desktops, and mobile browsers

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
Request Custom Development
Email Us Directly

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!

Email Support

devpybeans@gmail.com

Send Email

Website Contact

www.pybeans.com

Contact Form
PyBeans Logo

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
LicenseLGPL-3
Websitehttps://www.pybeans.com

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