Account Deferred Report GroupBy
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 116.32
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 47 |
| Technical Name |
scs_account_deferred_report_groupby |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 47 |
| Technical Name |
scs_account_deferred_report_groupby |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
Account Deferred Report Custom GroupBy
This module adds a simple "Group by Journal Entry" option to Odoo's Deferred Revenue and Deferred Expense reports. With one click, your finance team can see exactly which journal entry is responsible for each deferred amount - no custom queries, no workarounds.
Features
Screenshots
Highlighted Features
New "Group By" option
Adds "Journal Entry" to the existing Group By dropdown in both Deferred Revenue and Expense reports.
Instant report reload
Selecting "Journal Entry" instantly reloads the report - each row now represents one journal entry.
No core changes
Extends Odoo's native report engine cleanly - no core files are changed, safe to upgrade.
Detailed Features
User opens the Deferred Revenue or Expense report
In Odoo Accounting, the user navigates to the Deferred Revenue or Deferred Expense report as they normally would. Nothing looks different yet.
User clicks the "Group by" dropdown
The standard dropdown now shows four choices: Account, Product, Product Category, and the new option - Journal Entry. The button label updates to show whichever option is currently active.
User selects "Journal Entry"
The module fires a filter update and immediately reloads the report data. The OWL frontend component handles this seamlessly using Odoo's built-in filter mechanism - no page refresh needed.
Backend fetches journal entry data for each row
On the server side, the module adds the Journal Entry ID (move_id) to each report row's data. This tells the report engine how to group the deferred lines - by individual journal entry instead of by account or product.
Report displays rows grouped by journal entry
The user now sees one row per journal entry. They can immediately trace exactly which journal entry is creating each deferred balance - making audits, reconciliations, and financial reviews much faster and clearer.
Screenshots
Deferred Expense Report
The Deferred Expense report with the new "Group by Journal Entry" option selected. Each row in the report - such as BILL/2026/04/0001 and BILL/2026/04/0002 - represents one individual bill (journal entry), making it very easy to track how much expense is deferred, recognized, and pending for each specific bill.
Deferred Revenue Report
The Deferred Revenue report grouped by Journal Entry, where each row - such as INV/2026/00001 - represents one customer invoice. Finance teams can instantly see the total deferred amount, how much is already recognized in the current period, and how much is scheduled for later - all at the invoice level.
User Guide
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