Dynamic Financial Report
$ 220.00
$ 220.00
v
17.0
0
| Technical name | ks_dynamic_financial_report |
| License | OPL-1 |
| Website | https://store.ksolves.com/ |
| Read description for |
Dynamic Financial Report
With a comprehensive list of financial reports, Dynamic Financial Report has carved out its niche among the elite bookkeeping and accounting solutions, and businesses are in love with its simplicity! It provides a crystal clear visualization of the financial performance of a business by generating precise reports such as Tax Reports, Cash Flow Statements, Balance Sheets, and much more.
Hot Features
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Robust Overview Of Various Reports
One can easily view every aspect of a report to detect small shortcomings, understand the financial standing of the business and present them to relevant people.
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Differentiate Feature
The differentiate filter helps in comparing or tallying a report with the previous reports of varying periods(month, quarter, etc). It will let you compare the results to visualize where the business is headed for..
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Dynamic Financial Report-
It is a feature that helps you to create and customize your own reports with ease. You can create a report in a new format and incorporate it with an existing parent report.
-
Send Email(to user)
Using this feature, the user can send any report that is required to him/her email address. The pdf of that report is automatically generated and sent.
DEMO AVAILABLE
FREE 90 DAYS SUPPORT
User Guide
Installation
Once you have downloaded the
Dynamic Financial Report app from the Odoo app store, you will get a folder
name
“ks_dynamic_financial_report”.
1. Copy and paste it to your Add-ons folder.
2. Click on Update Apps list from the menu and now Dynamic Financial Report App will appear in App list.
3. Go to Apps menu, search for 'Dynamic Financial Report' and click Install button.
4. You are ready for use Dynamic Financial Report
Various Types Of Reports / Available Filters
You Can find the options for the reports in the "Reporting" menu present in
the top middle of the navigation bar
- Profit and loss Report
- Balance Sheet Report
- Executive Summary Report
- Cash and Flow Report
- General Ledger Report
- Consolidate Journal Report
- Age Receivable Report
- Age Payable Report
- Trial Balance Report
- Tax Report Report
Available Filters
- Date Filter: It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- Differentiate Filter: The report can also be compared with the previous period or a custom period(defined by the user)
- Journal Filter: The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- Analytic Filter: Analytic accounting helps you to analyse costs and revenues whatever the use case. You can sell or purchase services, track time or analyse the production performance through analytical filters
- Partner Filter : One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed..
- Account Type Filter: The Account button allows the user to select from Payable and Receivable
- Option Filter: The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range and To Print Report With Details.
Profit and Loss Report
The Profit And Loss
Report displays the Gross Profit, Total Income, Net Profit reports of the
company.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.
Balance Sheet Report
The Balance Sheet
report displays the assets, liabilities, and equities of the company.
The Profit And Loss Report displays the Gross Profit, Total Income, Net
Profit reports of the company.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.
Executive Summary Report
The Executive
Summary Report displays an overview of the major points of a larger report.
It provides a glimpse of the profitability, position and performance of the
business.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.
Cash Flow Statement Report
The Cash Flow
statement is a financial statement that summarizes the amount of cash and
cash equivalents entering and leaving a company.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), and To Change Date Range.
General Ledger Report
The General Ledger
report shows you all the financial activity for your business. These
accounts are categories that show you where your money is going or coming
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.
Partner Ledger Report
The Partner Ledger
report displays the financial activity of a business with its partners.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Account button allows the user to select from Payable and Receivable
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), Show Reconciled Entries, Show Unreconciled Entries, To Change Date Range, and To Print Report With Details.
Age Receivable Report
The Age Receivable
report categorizes and displays the amount receivable by a business based on
the length of time an invoice is outstanding.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.
Age Payable Report
The Aged Payables
report displays the total amount of business that it owes to its suppliers
based on the number of days that have transpired since the invoice date
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- One can enter the name of the partner in the Partner Search button and the corresponding report will be displayed.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.
Trial Balance Report
The Trial Balance
report displays the closing balances of the general ledger accounts. The
balance of all ledgers are compiled into debit and credit account column
totals that are equal.:
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.
Consolidate Report
The Consolidate
Journal report displays the credit and debit amounts for all of the
subsidiary journal lines of a business that were consolidated into accounts.
- It is possible to filter the report from the As Of Date button based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The Journals All button provides the option to filter the report based on Bank, Cash, Cash Basis Taxes, Customer Invoices, Exchange Difference, Miscellaneous Operations, Vendor Bills.
- The Options button provides options to view Posted Entries, Unposted Entries(Draft), To Change Date Range, and To Print Report With Details.
Tax Report
The Tax Report shows
tax incurred on various sales and purchases of the business by categorizing
them based on various tax slabs/brackets. The report provides a great brief
to anyone who is looking for a quick overview.
- It is possible to filter the report based on various date filter options- Today, End Of Last Month, End Of Last Quarter, End Of Last Financial Year, and Custom date range.
- The report can also be compared with the previous period or a custom period(defined by the user)
Functionalities
The computed reports
can be exported, printed, and emailed based on the user’s preference.
On the top left corner, there are buttons for Print(Pdf), Export(XLSX), and
Send Email.
- Print(Pdf):- To print pdf of existing report.
- Export(XLSX):- To Print Excel report of existing report
- Send Email:- To send the pdf attached mail to the user for current report
Dynamically Creating Financial Reports
With the help of this functionality, you can create reports on your own. To
do so, follow these steps:
- Go to the configuration menu present in the navigation bar. Click on the Dynamic Financial Reports. On clicking, a form is opened.
- Fill in the fields that are required:
- Report Name- Provide a name to the report
- Report Menu- Choose the menu of the report where you wish to see the Report Menu For example If you choose Accounting->Reporting->Generic Statements then the name of the report will be shown in the Reporting Section of the Navigation Bar. Parent- If you want to keep the report in the existing reports menu, then you can accordingly choose the Type. There are 5 types to create the reports
- Total- if we choose Total as a type then our report will be shown or created as a sum of the records
- Subtraction- If you choose subtraction as a type, then the report will be created which displays the difference of the records.
- Accounts- If you choose Accounts as a type, then the report will be created according to the selected accounts
- Account Type- If you choose Account type as a type then, the report will created according to the selected accounts type.
- Report Value- If you choose Report Value as a type then the report will be made on the basis of values like operating income , assets etc.
Our Releases
5th
Jan, 2024
Release 17.0.1.0.0
■ Latest V17 release of Dynamic Financial Report
Frequently Asked Question
For extra customizations, you can contact us and communicate the exact
modifications that you need. We will certainly help you with that.
Yes, we will provide 90 days of free support for any app-related
queries. issues and glitches. It starts from the date of purchase.
Dynamic Financial Report is a feature that helps you to create and
customize your own reports with ease. You can create a report in a new
format and incorporate it with an existing parent report
The app can significantly reduce the burden of businesses of any scale
by automatically generating various reports on a click. Whether you are
a small business, MSME or a large enterprise, investing in the app will
be fruitful.
The differentiate filter will help you to compare or tally a report with
the previous ones(different time segments). It will let you compare the
results and understand the financial standing of the new report.
Generally, a report only sums up the overall transaction details of
various products in a combined fashion. What if you need to get the
transaction history(credit/debit details) of a specific product? This is
where an analytical account comes in. Using an analytical account, you
can check the credit/debit history of a specific product without
affecting the details of the original report.
FREE 90 DAYS SUPPORT
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
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This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
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