Pular para o conteúdo principal
Os detalhes do produto são exibidos em inglês. Traduções em breve.
Accounting Excel Reports — A made-to-order Odoo module that turns your ledgers, journals, and financial statements into fully — 1/1Pré-visualização ilustrativa

A made-to-order Odoo module that turns your ledgers,

journals, and financial statements into fully formatted, drill-down Excel workbooks.

ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database.

O que é Accounting Excel Reports?

A made-to-order Odoo module that turns your ledgers, journals, and financial statements into fully formatted, drill-down Excel workbooks. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Recursos Principais

Server-side XLSX generation via a streaming writer (e.g. xlsxwriter) so large ledgers export without blocking the Odoo worker or timing out
Multi-sheet workbooks: one tab per statement (General Ledger, Trial Balance, P&L, Balance Sheet) plus a stamped cover/parameters sheet
Grouped and outlined rows that mirror the account hierarchy from account.group, with collapsible levels in Excel
Live formula cells (=SUM(), subtotals, grand totals) rather than pre-computed static values, so figures stay auditable
Per-company currency and decimal-precision-aware number formats, with proper accounting negative-number styling
Comparative-period columns (current vs. prior period / prior year) with variance and percentage columns
Posted-only vs. all-entries (target moves) toggle honored across every generated report
Wizard-driven parameters: date range, journals, analytic accounts, partners, and company selection
Multi-company aware with ir.model.access.csv and record rules so users export only entitled companies and journals
Frozen header panes, auto-filter dropdowns, and locked column widths for immediately usable spreadsheets
Drill-down detail: summary lines link/expand to the underlying account.move.line entries on a detail tab
Optional scheduled delivery via ir.cron plus the mail layer to email formatted workbooks to a distribution list
XML-RPC / JSON-RPC endpoint so an external BI or data pipeline can trigger and retrieve the same formatted export
Built and tested against Odoo 17.0, 18.0, and 19.0, on Community or Enterprise, with the report engine or a wizard fallback as appropriate

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

  1. 1

    Você faz o pedido

    Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

  2. 2

    Nós criamos e instalamos

    A ECOSIRE cria, configura e instala no seu Odoo.

  3. 3

    No ar + suporte

    Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.

Especificações Técnicas

Compatibilidade com Odoo
Odoo 17, Odoo 18, Odoo 19
Edições
Enterprise e Community
Licença
A licença precisa de confirmação
Requisito Python
Python 3.10+
Banco de Dados
PostgreSQL 12+

Sobre este Produto

Finance teams running Odoo constantly hit the same wall: the accounting reports are excellent on screen but stubborn on export. Odoo's General Ledger, Trial Balance, Partner Ledger, Aged Receivable/Payable, and P&L / Balance Sheet render beautifully in the web client and export cleanly to PDF, but the built-in "Export to XLSX" produces flat, single-sheet dumps that lose the hierarchy, the account groupings, the comparative columns, and every bit of formatting your controller actually needs. So the month-end reality is a chain of manual copy-paste into a spreadsheet, hand-built pivot tables, and formulas that break the moment the chart of accounts changes. In Community edition several of the richer dynamic financial reports aren't even present, so the gap is wider still.

Accounting Excel Reports is a build-to-order Odoo module ECOSIRE designs and develops to close that gap. We add a reporting layer on top of account.move.line and the account.report engine (or a custom TransientModel wizard where the engine isn't available) that composes native accounting data into structured, multi-tab .xlsx workbooks. The export is generated server-side with a streaming library such as xlsxwriter, so it handles large datasets without blocking the worker, and every workbook carries proper column headers, frozen panes, grouped/outlined rows that mirror your account hierarchy, number formats that respect each company's currency and decimal precision, subtotal and grand-total formulas (live =SUM() cells, not baked values), and a cover sheet stamping the company, fiscal period, filters, and generation timestamp for audit traceability.

Technically, the module ships as a clean addon with its own __manifest__.py declaring the dependency on account, ORM models and a wizard for the report parameters (date range, journals, analytic accounts, comparison periods, target moves posted vs. all), QWeb/OWL views for the launch dialog, and a controller endpoint that returns the binary attachment. Access is governed by ir.model.access.csv plus record rules so users only export the companies and journals they're entitled to, and the whole thing is multi-company aware. Where you need reports delivered rather than clicked, we wire an ir.cron automated action and the email layer to push a scheduled workbook to a mailing list, or expose the generator over the XML-RPC / JSON-RPC API so an external BI pipeline can pull the same formatted export programmatically. Every report definition is data-driven, so adding a new statement layout later is configuration, not a rewrite.

Because this is made-to-order, delivery follows a short, predictable path: a scoping call to confirm exactly which reports, columns, groupings, and formats you need; a fixed written quote; then build on a branch, UAT on a staging copy of your database, and a supervised go-live on production with a rollback plan. Typical delivery is one working week from confirmed scope, depending on how many report layouts and integrations are in play. Pricing starts from $999 (indicative, single-company base scope); additional report layouts, multi-company consolidation, deep localization of statement formats, scheduled/emailed delivery, and external BI/API integrations increase the quoted scope. You receive the full source for your version so there is no lock-in.

O que você ganha

  • Full installable source code for your Odoo major version (17.0, 18.0, or 19.0), delivered as a clean addon
  • Installation and configuration on your environment, including access rights, record rules, and any scheduled actions
  • Technical documentation: models, report definitions, manifest dependencies, and extension points
  • End-user guide plus a live training session for your finance/accounting team
  • UAT on a staging copy of your database with a documented rollback plan before production go-live
  • Supervised production deployment and smoke-testing of each report against live data
  • Post-go-live support window for defect fixes and questions
  • Git repository handover with full commit history so you own the code with no lock-in

Para quem é isso

Finance Controller / CFO

Needs board-ready, formatted financial statements out of Odoo without manual spreadsheet rework every month-end, and wants comparative periods and audit-traceable totals.

Accountant / Bookkeeper

Lives in General Ledger, Trial Balance, and Aged reports daily and wants a one-click export to a structured workbook they can reconcile and share, not a flat data dump.

Odoo Administrator / IT Lead

Wants a maintainable addon that respects multi-company access rules, works on their exact Odoo version, and can be scheduled or called over the API without touching core.

External Auditor / Financial Analyst

Needs clean, parameter-stamped Excel exports with live formulas and drill-down detail to test balances and slice figures in their own pivot tables.

Como Accounting Excel Reports se compara

CritérioECOSIREConstrução personalizadaConcorrenteNativo do Odoo
Excel output qualityMulti-sheet, formatted, grouped rows, live formulasDepends entirely on in-house skill and timeOften a single flat sheet with basic stylingFlat XLSX dump, no hierarchy or formulas
Fit to your reportsBuilt to your exact layouts, columns, and groupingsFully custom but you carry the build effortFixed feature set, take it or leave itOnly the standard report set
Odoo 17/18/19 + Community/EnterpriseTargeted and tested for your version and editionYou handle version compatibility yourselfVaries by listing; may lag new versionsEnterprise gets richer dynamic reports than Community
Multi-company & access controlRecord rules and access scoped to your setupMust be designed and tested by youGeneric, rarely tuned to your entitlementsStandard multi-company rules only
Scheduled / API deliveryOptional ir.cron email + XML-RPC/JSON-RPC endpointBuildable, but more work on your sideUsually manual export onlyManual export only
Delivery modelBuild-to-order, one working week from confirmed scopeYour own backlog and timelineInstant download, but genericAlready in the box, but limited
Support & ownershipSupport window + full source and git handoverYou own and maintain everythingVendor-dependent, per their policyCovered by your Odoo maintenance only
Total cost pictureFrom $999 indicative, fixed quote after scopingDeveloper time, often the most expensive pathLow sticker price, hidden fit/rework costsNo extra license cost, but manual rework cost

Perguntas frequentes sobre Accounting Excel Reports

Is this an app I can download and install right now?

No. This is a build-to-order module that ECOSIRE designs, develops, installs, and supports for your specific Odoo database. It is not an existing marketplace download, and there is no instant-download claim. You request a quotation, we scope it, then we build it for you.

How long does delivery take?

Typical delivery is one working week from confirmed scope. Simpler single-report builds land at the shorter end; multiple report layouts, multi-company consolidation, scheduled delivery, or API integrations move toward the longer end. We give you a timeline in the written quote after the scoping call.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. After a short scoping call we send a fixed written quote. Additional report layouts, multi-company consolidation, localization depth, scheduled/emailed delivery, and external BI/API integrations increase the quoted scope. The from-price is indicative, never a firm fixed price until scoping is done.

Which Odoo versions and editions do you support?

We build and test against Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. Where the dynamic financial report engine isn't available in Community, we implement an equivalent wizard-driven generator so you still get the same formatted Excel output.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and questions. Because you receive the full source and git history, your team can maintain it too. We can also quote a longer support or version-upgrade retainer if you want us to keep it current across future Odoo releases.

Will it work with my customized chart of accounts and multi-company setup?

Yes. The module reads your live account structure and account groups, and it is multi-company aware with ir.model.access.csv and record rules so users only export the companies and journals they are entitled to. We validate against your actual data during UAT on staging before go-live.

Can the reports be delivered automatically or pulled by another system?

Yes. We can wire an ir.cron scheduled action with the mail layer to email formatted workbooks on a schedule, and/or expose the generator over the XML-RPC / JSON-RPC API so an external BI pipeline can trigger and retrieve the same export. Both are in-scope options confirmed during scoping.

Solicitar orçamento

Accounting Excel Reports

A made-to-order Odoo module that turns your ledgers, journals, and financial statements into fully formatted, drill-down Excel workbooks. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database.

  • Server-side XLSX generation via a streaming writer (e.g. xlsxwriter) so large ledgers export without blocking the Odoo worker or timing out
  • Multi-sheet workbooks: one tab per statement (General Ledger, Trial Balance, P&L, Balance Sheet) plus a stamped cover/parameters sheet
  • Grouped and outlined rows that mirror the account hierarchy from account.group, with collapsible levels in Excel
  • Live formula cells (=SUM(), subtotals, grand totals) rather than pre-computed static values, so figures stay auditable

Solicitar orçamento

Conte-nos suas necessidades de Accounting Excel Reports e enviaremos preços, opções de licença e uma proposta personalizada, normalmente em um dia útil.

Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.