diff --git a/account_financial_report/README.rst b/account_financial_report/README.rst index 5de048c9..8a2857dc 100644 --- a/account_financial_report/README.rst +++ b/account_financial_report/README.rst @@ -7,7 +7,7 @@ Account Financial Reports !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! - !! source digest: sha256:f5df69b312209c8040cdf53c7fe6e36b9defa60f8b8afcc8c4a2988cacea7b5b + !! source digest: sha256:1646f077641870ec261bd1513165189de8e744eed6d39b928177882b85bc4fa8 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png @@ -46,11 +46,47 @@ properly shown. In case that in an account has not been configured a second currency foreign currency balances are not available. +Invoicing / Settings / Invoicing / OCA Aged Report Configuration you +will be able to set dynamic intervals that will appear on the Aged +Partner Balance. For further information, check CONFIGURE.rst + **Table of contents** .. contents:: :local: +Configuration +============= + +To configure dynamic intervals for Aged Partner Balance you need to: + +Go on 'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'. + +Click on option 'Configurations' and create new record. + +Create new interval. The name established on line will be the column to +display in Aged Partner Balance. Inferior limit established on line is +the interval + +Example of configuration inferior limit: + +-> 15 -> 30 -> 60 + +It means the first interval is from 0 to 15, the second from 16 to 30, +and the third is 61+. + +Go on 'Invoicing' -> 'Reports' -> 'OCA accounting reports' -> 'Aged +Partner Balance' + +When wizard is open, you need to select your interval configuration and +print report. + +If you want to get default interval configuration any time you wish to +print Aged Partner Report, you can set default interval configuration +per company in: + +'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'. + Known issues / Roadmap ====================== @@ -134,6 +170,7 @@ Contributors - Jo??o Marques - Alexandre D. D??az - V??ctor Mart??nez + - Carolina Fernandez - `Sygel `__: diff --git a/account_financial_report/__manifest__.py b/account_financial_report/__manifest__.py index e5f5d2fa..fbf2df9d 100644 --- a/account_financial_report/__manifest__.py +++ b/account_financial_report/__manifest__.py @@ -6,7 +6,7 @@ # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). { "name": "Account Financial Reports", - "version": "17.0.1.0.0", + "version": "17.0.1.1.0", "category": "Reporting", "summary": "OCA Financial Reports", "author": "Camptocamp SA," diff --git a/account_financial_report/static/description/index.html b/account_financial_report/static/description/index.html index a5b64ee2..f6ed53e1 100644 --- a/account_financial_report/static/description/index.html +++ b/account_financial_report/static/description/index.html @@ -366,7 +366,7 @@ ul.auto-toc { !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -!! source digest: sha256:f5df69b312209c8040cdf53c7fe6e36b9defa60f8b8afcc8c4a2988cacea7b5b +!! source digest: sha256:1646f077641870ec261bd1513165189de8e744eed6d39b928177882b85bc4fa8 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->

Beta License: AGPL-3 OCA/account-financial-reporting Translate me on Weblate Try me on Runboat

This module adds a set of financial reports. They are accessible under @@ -385,27 +385,52 @@ balances. Moreover, any foreign currency used in account move lines is properly shown.

In case that in an account has not been configured a second currency foreign currency balances are not available.

+

Invoicing / Settings / Invoicing / OCA Aged Report Configuration you +will be able to set dynamic intervals that will appear on the Aged +Partner Balance. For further information, check CONFIGURE.rst

Table of contents

+
+

Configuration

+

To configure dynamic intervals for Aged Partner Balance you need to:

+

Go on ‘Settings’ -> ‘Invoicing’ -> ‘OCA Aged Report Configuration’.

+

Click on option ‘Configurations’ and create new record.

+

Create new interval. The name established on line will be the column to +display in Aged Partner Balance. Inferior limit established on line is +the interval

+

Example of configuration inferior limit:

+

-> 15 -> 30 -> 60

+

It means the first interval is from 0 to 15, the second from 16 to 30, +and the third is 61+.

+

Go on ‘Invoicing’ -> ‘Reports’ -> ‘OCA accounting reports’ -> ‘Aged +Partner Balance’

+

When wizard is open, you need to select your interval configuration and +print report.

+

If you want to get default interval configuration any time you wish to +print Aged Partner Report, you can set default interval configuration +per company in:

+

‘Settings’ -> ‘Invoicing’ -> ‘OCA Aged Report Configuration’.

+
-

Known issues / Roadmap

+

Known issues / Roadmap

-

Changelog

+

Changelog

-

11.0.2.5.0 (2019-04-26)

+

11.0.2.5.0 (2019-04-26)

  • In the Trial Balance you have an option to hide parent hierarchy levels
-

11.0.2.4.1 (2019-01-08)

+

11.0.2.4.1 (2019-01-08)

  • Handle better multicompany behaviour
  • Improve how title appears in the reports
    • @@ -433,7 +458,7 @@ levels
-

11.0.2.3.1 (2018-11-29)

+

11.0.2.3.1 (2018-11-29)

  • In the Trial Balance you can apply a filter by hierarchy levels
  • In the General Ledger you can apply a filter by Analytic Tag
    • @@ -442,7 +467,7 @@ levels
-

Bug Tracker

+

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed @@ -450,9 +475,9 @@ If you spotted it first, help us to smash it by providing a detailed and welcome

Do not contact contributors directly about support or help with technical issues.

-

Credits

+

Credits

-

Authors

+

Authors

  • Camptocamp SA
  • initOS GmbH
    • @@ -461,7 +486,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
-

Contributors

+

Contributors

  • Sygel:
      @@ -503,7 +529,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome in April 2016.

    • -

    Maintainers

    +

    Maintainers

    This module is maintained by the OCA.

    Odoo Community Association

    OCA, or the Odoo Community Association, is a nonprofit organization whose