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2025-07-09 10:22:02 +00:00
committed by Miquel Raïch
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Partner Statement</title>
<title>README.rst</title>
<style type="text/css">
/*
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</style>
</head>
<body>
<div class="document" id="partner-statement">
<h1 class="title">Partner Statement</h1>
<div class="document">
<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
</a>
<div class="section" id="partner-statement">
<h1>Partner Statement</h1>
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<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/17.0/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-17-0/account-financial-reporting-17-0-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=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-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/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/17.0/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-17-0/account-financial-reporting-17-0-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=17.0"><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. There are three types of
statements: Activity, Detailed Activity, and Outstanding. Aging details
@@ -410,7 +415,7 @@ displayed in chronological order and is split by currencies.</p>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
<p>Users willing to access to this report should have proper Accounting &amp;
Finance rights:</p>
<ol class="arabic simple">
@@ -430,7 +435,7 @@ or both of OCA Activity or Outstanding Statement</li>
<p>Removing the wizard from menus follows the same process.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to a list of Partners, Contacts, Customer or Vendors and select
@@ -444,7 +449,7 @@ negative balance partners.</li>
</ol>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
<h2><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>Email template.</li>
<li>Expose reports (using defaults) to billing users while restricting the
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</ul>
</div>
<div class="section" id="changelog">
<h1><a class="toc-backref" href="#toc-entry-4">Changelog</a></h1>
<h2><a class="toc-backref" href="#toc-entry-4">Changelog</a></h2>
<div class="section" id="section-1">
<h2><a class="toc-backref" href="#toc-entry-5">12.0.1.0.0 (2018-11-08)</a></h2>
<h3><a class="toc-backref" href="#toc-entry-5">12.0.1.0.0 (2018-11-08)</a></h3>
<ul class="simple">
<li>[BREAKING] Modules customer_activity_statement and
customer_outstanding_statement merged to create partner_statement.</li>
@@ -468,14 +473,14 @@ customer_outstanding_statement merged to create partner_statement.</li>
</ul>
</div>
<div class="section" id="section-2">
<h2><a class="toc-backref" href="#toc-entry-6">14.0.2.0.0 (2022-12-16)</a></h2>
<h3><a class="toc-backref" href="#toc-entry-6">14.0.2.0.0 (2022-12-16)</a></h3>
<ul class="simple">
<li>[ADD] Detailed Activity Statement.</li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
<h2><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h2>
<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.
If you spotted it first, help us to smash it by providing a detailed and welcomed
@@ -483,15 +488,15 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
<h2><a class="toc-backref" href="#toc-entry-8">Credits</a></h2>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
<h3><a class="toc-backref" href="#toc-entry-9">Authors</a></h3>
<ul class="simple">
<li>ForgeFlow</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
<h3><a class="toc-backref" href="#toc-entry-10">Contributors</a></h3>
<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>Graeme Gellatly &lt;<a class="reference external" href="mailto:graeme&#64;o4sb.com">graeme&#64;o4sb.com</a>&gt;</li>
@@ -501,7 +506,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
<h3><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h3>
<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" />
@@ -516,5 +521,6 @@ promote its widespread use.</p>
</div>
</div>
</div>
</div>
</body>
</html>