| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 715 |
| Technical Name |
sim_dynamic_vendor_statement |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 715 |
| Technical Name |
sim_dynamic_vendor_statement |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
Dynamic Vendor Statement Report
The Dynamic Vendor Statement module for Odoo enhances payable management by providing a clear, real-time financial overview of vendor transactions in a single, interactive statement. It consolidates vendor bills, payments, refunds, and outstanding balances into a dynamic report that updates instantly based on selected date ranges and filters. Designed for accuracy and transparency, this module helps accounting teams track payables efficiently, reconcile vendor accounts with ease, and maintain better financial control-reducing manual effort while ensuring reliable vendor communication and audit-ready records.
Key Features
Effortless Tracking
Seamlessly track pending transactions and gain real-time insights into customer invoicing.
Real-time Insights
Access live reports with starting and ending balances, invoice details, debits, and credits for specified periods.
Customizable Reporting
Enables users to easily create tailored customer statement reports, improving transparency and efficiency.
PDF Report Generation
Easily generate reports in PDF format for convenient sharing and storage.
Set Up & Configurations
Download and install the Dynamic Vendor Statement Report module from the Odoo App Store.
Work Flow
Go to Accounting > Vendors > Vendors, select a vendor, assign the salesperson under Sales & Purchase, and click Save.
Head straight to the Reporting Menu and zero in on the Dynamic Vendor Statement option.
Click on Dynamic Vendor Statement, and watch as a sleek pop-up appears. Now, Set your desired duration, pick your vendor, and with a swish, hit "Generate Statement" to summon up a dynamic report that's as cool as it is insightful.
Now that you've summoned the report, it's time to dive deep. Click on that report and unlock a treasure
trove of insights that will guide your sales strategies with unmatched finesse.
But wait, there's more! We've got a Reload button for real-time updates. Keep your data fresh and your
decisions sharper than ever.
Not only that, You can also Change the Dates of Multiple Vendors in the Reports by Selecting multiple Vendors > Clicking on the Action button, and selecting Change dates.
Need a tangible copy of your insights? Easy peasy. Simply click on the Settings Icon, select "Dynamic Vendor Statement" and watch as your personalized PDF masterpiece comes to life.
Check out your PDF creation, packed with an accounting summary, current month's invoices as well as opening and closing balances too!
Frequently Asked Questions (FAQs)
It provides a real-time, consolidated statement of vendor bills, payments, refunds, and outstanding balances in one dynamic view.
Yes, you can generate vendor statements for specific date ranges to analyze payables for a selected period.
Yes, vendor statements are updated instantly whenever bills or payments are posted.
Yes, it works seamlessly with Odoo's default Accounting and Vendor management features without additional customization.
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