[UPD] README.rst

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Account Financial Reports Account Financial Reports
========================= =========================
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This module adds a set of financial reports. They are accessible under This module adds a set of financial reports. They are accessible under
Invoicing / Reporting / OCA accounting reports. Invoicing / Reporting / OCA accounting reports.
@ -86,7 +89,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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<?xml version="1.0" encoding="utf-8" ?> <?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Account Financial Reports</title> <title>Account Financial Reports</title>
<style type="text/css"> <style type="text/css">
/* /*
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@ -366,8 +366,10 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_financial_report"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_financial_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_financial_report"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_financial_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module adds a set of financial reports. They are accessible under <p>This module adds a set of financial reports. They are accessible under
Invoicing / Reporting / OCA accounting reports.</p> Invoicing / Reporting / OCA accounting reports.</p>
<ul class="simple"> <ul class="simple">
@ -386,24 +388,24 @@ currency balances are not available.</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-1">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id5">Changelog</a><ul> <li><a class="reference internal" href="#changelog" id="toc-entry-2">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id6">11.0.2.5.0 (2019-04-26)</a></li> <li><a class="reference internal" href="#section-1" id="toc-entry-3">11.0.2.5.0 (2019-04-26)</a></li>
<li><a class="reference internal" href="#id2" id="id7">11.0.2.4.1 (2019-01-08)</a></li> <li><a class="reference internal" href="#section-2" id="toc-entry-4">11.0.2.4.1 (2019-01-08)</a></li>
<li><a class="reference internal" href="#id3" id="id8">11.0.2.3.1 (2018-11-29)</a></li> <li><a class="reference internal" href="#section-3" id="toc-entry-5">11.0.2.3.1 (2018-11-29)</a></li>
</ul> </ul>
</li> </li>
<li><a class="reference internal" href="#bug-tracker" id="id9">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-6">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id10">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-7">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id11">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-8">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id12">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-9">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id13">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-10">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Known issues / Roadmap</a></h1>
<ul class="simple"> <ul class="simple">
<li>VAT Report is valid only for cases where its met that for each <li>VAT Report is valid only for cases where its met that for each
Tax defined: all the “Account tags” of all the Tax defined: all the “Account tags” of all the
@ -415,23 +417,23 @@ in “Target Moves” field in a wizard</li>
</ul> </ul>
</div> </div>
<div class="section" id="changelog"> <div class="section" id="changelog">
<h1><a class="toc-backref" href="#id5">Changelog</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Changelog</a></h1>
<div class="section" id="id1"> <div class="section" id="section-1">
<h2><a class="toc-backref" href="#id6">11.0.2.5.0 (2019-04-26)</a></h2> <h2><a class="toc-backref" href="#toc-entry-3">11.0.2.5.0 (2019-04-26)</a></h2>
<ul class="simple"> <ul class="simple">
<li>In the Trial Balance you have an option to hide parent hierarchy levels</li> <li>In the Trial Balance you have an option to hide parent hierarchy levels</li>
</ul> </ul>
</div> </div>
<div class="section" id="id2"> <div class="section" id="section-2">
<h2><a class="toc-backref" href="#id7">11.0.2.4.1 (2019-01-08)</a></h2> <h2><a class="toc-backref" href="#toc-entry-4">11.0.2.4.1 (2019-01-08)</a></h2>
<ul class="simple"> <ul class="simple">
<li>Handle better multicompany behaviour</li> <li>Handle better multicompany behaviour</li>
<li>Improve how title appears in the reports</li> <li>Improve how title appears in the reports</li>
<li>Improve performance in General Ledger</li> <li>Improve performance in General Ledger</li>
</ul> </ul>
</div> </div>
<div class="section" id="id3"> <div class="section" id="section-3">
<h2><a class="toc-backref" href="#id8">11.0.2.3.1 (2018-11-29)</a></h2> <h2><a class="toc-backref" href="#toc-entry-5">11.0.2.3.1 (2018-11-29)</a></h2>
<ul class="simple"> <ul class="simple">
<li>In the Trial Balance you can apply a filter by hierarchy levels</li> <li>In the Trial Balance you can apply a filter by hierarchy levels</li>
<li>In the General Ledger you can apply a filter by Analytic Tag</li> <li>In the General Ledger you can apply a filter by Analytic Tag</li>
@ -440,17 +442,17 @@ in “Target Moves” field in a wizard</li>
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id9">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-6">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id10">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-7">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id11">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-8">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Camptocamp SA</li> <li>Camptocamp SA</li>
<li>initOS GmbH</li> <li>initOS GmbH</li>
@ -459,7 +461,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id12">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-9">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Jordi Ballester &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt;</li> <li>Jordi Ballester &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt;</li>
<li>Yannick Vaucher &lt;<a class="reference external" href="mailto:yannick.vaucher&#64;camptocamp.com">yannick.vaucher&#64;camptocamp.com</a>&gt;</li> <li>Yannick Vaucher &lt;<a class="reference external" href="mailto:yannick.vaucher&#64;camptocamp.com">yannick.vaucher&#64;camptocamp.com</a>&gt;</li>
@ -501,7 +503,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
April 2016.</p> April 2016.</p>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id13">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-10">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose

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Account Move Line XLSX export Account Move Line XLSX export
============================= =============================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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@ -19,11 +22,11 @@ Account Move Line XLSX export
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_move_line_report_xls :target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_move_line_report_xls
:alt: Translate me on Weblate :alt: Translate me on Weblate
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:target: https://runbot.odoo-community.org/runbot/91/14.0 :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=14.0
:alt: Try me on Runbot :alt: Try me on Runboat
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This module extends the functionality of the journal items This module extends the functionality of the journal items
('account.move.line') list view and allow you to export the selected lines. ('account.move.line') list view and allow you to export the selected lines.
@ -69,7 +72,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_move_line_report_xls%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_move_line_report_xls%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Account Move Line XLSX export</title> <title>Account Move Line XLSX export</title>
<style type="text/css"> <style type="text/css">
/* /*
:Author: David Goodger (goodger@python.org) :Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Copyright: This stylesheet has been placed in the public domain. :Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils. Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet. customize this style sheet.
*/ */
@ -366,25 +366,27 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
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!! source digest: sha256:30fb962b21f6145456b64f9ba943d182136e03950ffa72d2eb46e39a798a4c02
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_move_line_report_xls"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_move_line_report_xls"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_move_line_report_xls"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_move_line_report_xls"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of the journal items <p>This module extends the functionality of the journal items
(account.move.line) list view and allow you to export the selected lines.</p> (account.move.line) list view and allow you to export the selected lines.</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<p>To use this module, you need to:</p> <p>To use this module, you need to:</p>
<ul class="simple"> <ul class="simple">
<li>go to the list view of the journal items</li> <li>go to the list view of the journal items</li>
@ -414,29 +416,29 @@ statement, invoice, narration, blocked</p>
</ul> </ul>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_move_line_report_xls%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_move_line_report_xls%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id3">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Noviat</li> <li>Noviat</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Luc De Meyer &lt;<a class="reference external" href="mailto:luc.demeyer&#64;noviat.com">luc.demeyer&#64;noviat.com</a>&gt;</li> <li>Luc De Meyer &lt;<a class="reference external" href="mailto:luc.demeyer&#64;noviat.com">luc.demeyer&#64;noviat.com</a>&gt;</li>
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose

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@ -2,10 +2,13 @@
Tax Balance Tax Balance
=========== ===========
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ..
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@ -19,11 +22,11 @@ Tax Balance
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:alt: Translate me on Weblate :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/91/14.0 :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=14.0
:alt: Try me on Runbot :alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5| |badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to compute tax balances within a certain date range. This module allows to compute tax balances within a certain date range.
It depends on date_range module and exposes 'compute' methods that can be called by other modules It depends on date_range module and exposes 'compute' methods that can be called by other modules
@ -48,7 +51,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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@ -1,20 +1,20 @@
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Tax Balance</title> <title>Tax Balance</title>
<style type="text/css"> <style type="text/css">
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Default cascading style sheet for the HTML output of Docutils. Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet. customize this style sheet.
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@ -366,26 +366,28 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_tax_balance"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_tax_balance"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_tax_balance"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-account_tax_balance"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows to compute tax balances within a certain date range. <p>This module allows to compute tax balances within a certain date range.
It depends on date_range module and exposes compute methods that can be called by other modules It depends on date_range module and exposes compute methods that can be called by other modules
(like localization ones).</p> (like localization ones).</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<p>Accounting &gt; Reporting &gt; Taxes Balance</p> <p>Accounting &gt; Reporting &gt; Taxes Balance</p>
<p>Select the company, the date range, the target moves and open taxes</p> <p>Select the company, the date range, the target moves and open taxes</p>
<div class="figure"> <div class="figure">
@ -393,17 +395,17 @@ It depends on date_range module and exposes compute methods that can be ca
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id3">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Agile Business Group</li> <li>Agile Business Group</li>
<li>Therp BV</li> <li>Therp BV</li>
@ -412,7 +414,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Lorenzo Battistini &lt;<a class="reference external" href="mailto:lorenzo.battistini&#64;agilebg.com">lorenzo.battistini&#64;agilebg.com</a>&gt;</li> <li>Lorenzo Battistini &lt;<a class="reference external" href="mailto:lorenzo.battistini&#64;agilebg.com">lorenzo.battistini&#64;agilebg.com</a>&gt;</li>
<li>Giovanni Capalbo &lt;<a class="reference external" href="mailto:giovanni&#64;therp.nl">giovanni&#64;therp.nl</a>&gt;</li> <li>Giovanni Capalbo &lt;<a class="reference external" href="mailto:giovanni&#64;therp.nl">giovanni&#64;therp.nl</a>&gt;</li>
@ -424,14 +426,14 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p> <p><a class="reference external image-reference" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_tax_balance">OCA/account-financial-reporting</a> project on GitHub.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/account_tax_balance">OCA/account-financial-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div> </div>

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@ -2,10 +2,13 @@
MIS Builder Cash Flow MIS Builder Cash Flow
===================== =====================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ..
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!! changes will be overwritten. !! !! changes will be overwritten. !!
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!! source digest: sha256:9016f9969fd39aee3efc930af0cd310a3b4d4521ddba4b02b69f0703f9d68aba
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status :target: https://odoo-community.org/page/development-status
@ -19,11 +22,11 @@ MIS Builder Cash Flow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_builder_cash_flow :target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_builder_cash_flow
:alt: Translate me on Weblate :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/91/14.0 :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=14.0
:alt: Try me on Runbot :alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5| |badge1| |badge2| |badge3| |badge4| |badge5|
This module allows you to have a cash flow forecast. This module allows you to have a cash flow forecast.
The forecast is based on two types of date: The forecast is based on two types of date:
@ -60,7 +63,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder_cash_flow%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder_cash_flow%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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@ -1,20 +1,20 @@
<?xml version="1.0" encoding="utf-8" ?> <?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>MIS Builder Cash Flow</title> <title>MIS Builder Cash Flow</title>
<style type="text/css"> <style type="text/css">
/* /*
:Author: David Goodger (goodger@python.org) :Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Copyright: This stylesheet has been placed in the public domain. :Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils. Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet. customize this style sheet.
*/ */
@ -366,8 +366,10 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_builder_cash_flow"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_builder_cash_flow"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_builder_cash_flow"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_builder_cash_flow"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows you to have a cash flow forecast. <p>This module allows you to have a cash flow forecast.
The forecast is based on two types of date:</p> The forecast is based on two types of date:</p>
<ul class="simple"> <ul class="simple">
@ -377,19 +379,19 @@ The forecast is based on two types of date:</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<p>To use this module, you need to:</p> <p>To use this module, you need to:</p>
<ol class="arabic simple"> <ol class="arabic simple">
<li>Go to Accounting &gt; Reports &gt; MIS Reporting &gt; MIS Reports and choose “Cash Flow” report</li> <li>Go to Accounting &gt; Reports &gt; MIS Reporting &gt; MIS Reports and choose “Cash Flow” report</li>
@ -401,29 +403,29 @@ lines for already posted invoices/entries + the forecast lines.</li>
</ol> </ol>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
<p>The mis_builder <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a> <p>The mis_builder <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a>
and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known issues</a> can and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known issues</a> can
be found on GitHub.</p> be found on GitHub.</p>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder_cash_flow%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder_cash_flow%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id4">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id5">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>ADHOC SA</li> <li>ADHOC SA</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id6">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Juan José Scarafía &lt;<a class="reference external" href="mailto:jjs&#64;adhoc.com.ar">jjs&#64;adhoc.com.ar</a>&gt;</li> <li>Juan José Scarafía &lt;<a class="reference external" href="mailto:jjs&#64;adhoc.com.ar">jjs&#64;adhoc.com.ar</a>&gt;</li>
<li>Gonzalo Ruzafa &lt;<a class="reference external" href="mailto:gr&#64;adhoc.com.ar">gr&#64;adhoc.com.ar</a>&gt;</li> <li>Gonzalo Ruzafa &lt;<a class="reference external" href="mailto:gr&#64;adhoc.com.ar">gr&#64;adhoc.com.ar</a>&gt;</li>
@ -435,14 +437,14 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/jjscarafia"><img alt="jjscarafia" src="https://github.com/jjscarafia.png?size=40px" /></a></p> <p><a class="reference external image-reference" href="https://github.com/jjscarafia"><img alt="jjscarafia" src="https://github.com/jjscarafia.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_builder_cash_flow">OCA/account-financial-reporting</a> project on GitHub.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_builder_cash_flow">OCA/account-financial-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div> </div>

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@ -2,10 +2,13 @@
Profit & Loss / Balance sheet MIS templates Profit & Loss / Balance sheet MIS templates
=========================================== ===========================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:47c0ca67bbb3f2d359fe1f527bb446506040a857bec7de623eeb4093f258fc70
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status :target: https://odoo-community.org/page/development-status
@ -19,11 +22,11 @@ Profit & Loss / Balance sheet MIS templates
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_template_financial_report :target: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_template_financial_report
:alt: Translate me on Weblate :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/91/14.0 :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=14.0
:alt: Try me on Runbot :alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5| |badge1| |badge2| |badge3| |badge4| |badge5|
This addon provides MIS builder templates to generate generic Profit & Loss and Balance Sheet reports. This addon provides MIS builder templates to generate generic Profit & Loss and Balance Sheet reports.
@ -56,7 +59,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_template_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_template_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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@ -1,20 +1,20 @@
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Profit &amp; Loss / Balance sheet MIS templates</title> <title>Profit &amp; Loss / Balance sheet MIS templates</title>
<style type="text/css"> <style type="text/css">
/* /*
:Author: David Goodger (goodger@python.org) :Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Copyright: This stylesheet has been placed in the public domain. :Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils. Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet. customize this style sheet.
*/ */
@ -366,73 +366,75 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:47c0ca67bbb3f2d359fe1f527bb446506040a857bec7de623eeb4093f258fc70
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_template_financial_report"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_template_financial_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_template_financial_report"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_template_financial_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This addon provides MIS builder templates to generate generic Profit &amp; Loss and Balance Sheet reports.</p> <p>This addon provides MIS builder templates to generate generic Profit &amp; Loss and Balance Sheet reports.</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="configuration"> <div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>To render the reports from this module horizontally in two columns on the same <p>To render the reports from this module horizontally in two columns on the same
page, check the <cite>Horizontal</cite> checkbox on the <cite>Layout</cite> tab of the report. page, check the <cite>Horizontal</cite> checkbox on the <cite>Layout</cite> tab of the report.
This checkbox is only available for reports that support the horizontal mode.</p> This checkbox is only available for reports that support the horizontal mode.</p>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>Select one of the <cite>Profit &amp; Loss</cite> or <cite>Balance Sheet</cite> templates in a new MIS report.</p> <p>Select one of the <cite>Profit &amp; Loss</cite> or <cite>Balance Sheet</cite> templates in a new MIS report.</p>
<p>For details, refer to the <a class="reference external" href="https://github.com/OCA/mis-builder/tree/14.0/mis_builder#usage">MIS Builder documentation</a></p> <p>For details, refer to the <a class="reference external" href="https://github.com/OCA/mis-builder/tree/14.0/mis_builder#usage">MIS Builder documentation</a></p>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> <h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
<ul class="simple"> <ul class="simple">
<li>support horizontal mode for xslx export</li> <li>support horizontal mode for xslx export</li>
</ul> </ul>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_template_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_template_financial_report%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Hunki Enterprises BV</li> <li>Hunki Enterprises BV</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Holger Brunn &lt;<a class="reference external" href="mailto:mail&#64;hunki-enterprises.nl">mail&#64;hunki-enterprises.nl</a>&gt; (<a class="reference external" href="https://hunki-enterprises.nl">https://hunki-enterprises.nl</a>)</li> <li>Holger Brunn &lt;<a class="reference external" href="mailto:mail&#64;hunki-enterprises.nl">mail&#64;hunki-enterprises.nl</a>&gt; (<a class="reference external" href="https://hunki-enterprises.nl">https://hunki-enterprises.nl</a>)</li>
<li>Stefan Rijnhart &lt;<a class="reference external" href="mailto:stefan&#64;opener.amsterdam">stefan&#64;opener.amsterdam</a>&gt; (<a class="reference external" href="https://opener.amsterdam">https://opener.amsterdam</a>)</li> <li>Stefan Rijnhart &lt;<a class="reference external" href="mailto:stefan&#64;opener.amsterdam">stefan&#64;opener.amsterdam</a>&gt; (<a class="reference external" href="https://opener.amsterdam">https://opener.amsterdam</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/hbrunn"><img alt="hbrunn" src="https://github.com/hbrunn.png?size=40px" /></a></p> <p><a class="reference external image-reference" href="https://github.com/hbrunn"><img alt="hbrunn" src="https://github.com/hbrunn.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_template_financial_report">OCA/account-financial-reporting</a> project on GitHub.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/mis_template_financial_report">OCA/account-financial-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div> </div>

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@ -2,10 +2,13 @@
Partner Statement Partner Statement
================= =================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ..
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:target: https://odoo-community.org/page/development-status :target: https://odoo-community.org/page/development-status
@ -19,11 +22,11 @@ Partner Statement
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:alt: Translate me on Weblate :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/91/14.0 :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=14.0
:alt: Try me on Runbot :alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5| |badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of Invoicing to support the printing of customer and vendor statements. This module extends the functionality of Invoicing to support the printing of customer and vendor statements.
There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown
@ -103,7 +106,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues. Do not contact contributors directly about support or help with technical issues.

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@ -1,20 +1,20 @@
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Partner Statement</title> <title>Partner Statement</title>
<style type="text/css"> <style type="text/css">
/* /*
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:Copyright: This stylesheet has been placed in the public domain. :Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils. Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet. customize this style sheet.
*/ */
@ -366,8 +366,10 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:c31c109db3e69ecfeaf589c7e5d76a4e8e5895642d3d6a92ea54e1f2ad5c6b15
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/partner_statement"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-partner_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/14.0/partner_statement"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-partner_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of Invoicing to support the printing of customer and vendor statements. <p>This module extends the functionality of Invoicing to support the printing of customer and vendor statements.
There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown
in the reports, expressed in aging buckets, so the customer or vendor can review how much is open, due or overdue.</p> in the reports, expressed in aging buckets, so the customer or vendor can review how much is open, due or overdue.</p>
@ -384,25 +386,25 @@ outstanding payments. The list is displayed in chronological order and is split
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#configuration" id="id3">Configuration</a></li> <li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id4">Usage</a></li> <li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id6">Changelog</a><ul> <li><a class="reference internal" href="#changelog" id="toc-entry-4">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id7">12.0.1.0.0 (2018-11-08)</a></li> <li><a class="reference internal" href="#section-1" id="toc-entry-5">12.0.1.0.0 (2018-11-08)</a></li>
<li><a class="reference internal" href="#id2" id="id8">14.0.2.0.0 (2022-12-16)</a></li> <li><a class="reference internal" href="#section-2" id="toc-entry-6">14.0.2.0.0 (2022-12-16)</a></li>
</ul> </ul>
</li> </li>
<li><a class="reference internal" href="#bug-tracker" id="id9">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id10">Credits</a><ul> <li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id11">Authors</a></li> <li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id12">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id13">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="configuration"> <div class="section" id="configuration">
<h1><a class="toc-backref" href="#id3">Configuration</a></h1> <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>Users willing to access to this report should have proper Accounting &amp; Finance rights:</p> <p>Users willing to access to this report should have proper Accounting &amp; Finance rights:</p>
<ol class="arabic simple"> <ol class="arabic simple">
<li>Go to <em>Settings / Users</em> and edit your user to add the corresponding access rights as follows.</li> <li>Go to <em>Settings / Users</em> and edit your user to add the corresponding access rights as follows.</li>
@ -418,7 +420,7 @@ outstanding payments. The list is displayed in chronological order and is split
<p>Removing the wizard from menus follows the same process.</p> <p>Removing the wizard from menus follows the same process.</p>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id4">Usage</a></h1> <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>To use this module, you need to:</p> <p>To use this module, you need to:</p>
<ol class="arabic simple"> <ol class="arabic simple">
<li>Go to a list of Partners, Contacts, Customer or Vendors and select one or more.</li> <li>Go to a list of Partners, Contacts, Customer or Vendors and select one or more.</li>
@ -428,7 +430,7 @@ outstanding payments. The list is displayed in chronological order and is split
</ol> </ol>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id5">Known issues / Roadmap</a></h1> <h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
<ul class="simple"> <ul class="simple">
<li>Email template.</li> <li>Email template.</li>
<li>Expose reports (using defaults) to billing users while restricting the wizard to managers option.</li> <li>Expose reports (using defaults) to billing users while restricting the wizard to managers option.</li>
@ -436,9 +438,9 @@ outstanding payments. The list is displayed in chronological order and is split
</ul> </ul>
</div> </div>
<div class="section" id="changelog"> <div class="section" id="changelog">
<h1><a class="toc-backref" href="#id6">Changelog</a></h1> <h1><a class="toc-backref" href="#toc-entry-4">Changelog</a></h1>
<div class="section" id="id1"> <div class="section" id="section-1">
<h2><a class="toc-backref" href="#id7">12.0.1.0.0 (2018-11-08)</a></h2> <h2><a class="toc-backref" href="#toc-entry-5">12.0.1.0.0 (2018-11-08)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.</li> <li>[BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.</li>
<li>[ADD] New features. <li>[ADD] New features.
@ -446,31 +448,31 @@ outstanding payments. The list is displayed in chronological order and is split
* Filter negative balances</li> * Filter negative balances</li>
</ul> </ul>
</div> </div>
<div class="section" id="id2"> <div class="section" id="section-2">
<h2><a class="toc-backref" href="#id8">14.0.2.0.0 (2022-12-16)</a></h2> <h2><a class="toc-backref" href="#toc-entry-6">14.0.2.0.0 (2022-12-16)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[ADD] Detailed Activity Statement.</li> <li>[ADD] Detailed Activity Statement.</li>
</ul> </ul>
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id9">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id10">Credits</a></h1> <h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id11">Authors</a></h2> <h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>ForgeFlow</li> <li>ForgeFlow</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id12">Contributors</a></h2> <h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;forgeflow.com">miquel.raich&#64;forgeflow.com</a>&gt;</li> <li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;forgeflow.com">miquel.raich&#64;forgeflow.com</a>&gt;</li>
<li>Graeme Gellatly &lt;<a class="reference external" href="mailto:graeme&#64;o4sb.com">graeme&#64;o4sb.com</a>&gt;</li> <li>Graeme Gellatly &lt;<a class="reference external" href="mailto:graeme&#64;o4sb.com">graeme&#64;o4sb.com</a>&gt;</li>
@ -478,14 +480,14 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id13">Maintainers</a></h2> <h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/MiquelRForgeFlow"><img alt="MiquelRForgeFlow" src="https://github.com/MiquelRForgeFlow.png?size=40px" /></a></p> <p><a class="reference external image-reference" href="https://github.com/MiquelRForgeFlow"><img alt="MiquelRForgeFlow" src="https://github.com/MiquelRForgeFlow.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/partner_statement">OCA/account-financial-reporting</a> project on GitHub.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/14.0/partner_statement">OCA/account-financial-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div> </div>