产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $249.00 USD
- Odoo 版本
- 17, 18, 19
- 设置时间
- 20160分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
All-in-One Dynamic Financial Reports
Dynamic, drill-down accounting reports for Odoo — P&L, balance sheet, GL, trial balance — with XLSX and PDF export. Built, installed and supported by ECOSIRE.
$249.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
General Ledger report with running balances, grouped by account and drill-down to every posted journal entry line
Trial Balance with opening, period movement and closing columns, plus initial-balance handling for any date range
Balance Sheet rendered from your account groups/types, reconciling exactly to standard Odoo accounting records
Profit & Loss statement with comparative-period columns and configurable income/expense hierarchy
Cash Flow statement derived from movement on bank and cash journals
Partner Ledger showing per-customer and per-supplier account activity with drill-down to source moves
Aged Receivable and Aged Payable ageing buckets (30/60/90/120+ days) with configurable interval and as-of date
Daybook and dedicated Bank & Cash books for chronological transaction review
Interactive filter panel — date range, journal, analytic account/plan, and company — that recomputes figures live
Multi-company consolidation that respects your Odoo company hierarchy and access rules
Drill-down that expands a balance to journal-entry level, then opens the underlying account.move directly
Formatted XLSX export with preserved number formats, grouping, subtotals and multiple tabs — not a raw CSV dump
Print-ready PDF export via a branded QWeb report matching the on-screen figures
Analytic-account filtering so project, department or cost-centre reporting works out of the box
Role-based access via ir.model.access.csv and record rules so financial reports are visible only to authorised users
XML-RPC / JSON-RPC access and optional scheduled delivery (automated action / cron) for automated month-end packs
关于此产品
Odoo Community ships only the bare minimum of financial reporting, and even Enterprise's reports can feel rigid the moment your accountants want a different lens on the numbers. All-in-One Dynamic Financial Reports is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports for you — a complete suite of interactive, drill-down statements that turn your account.move.line data into decision-ready reports without exporting anything to a spreadsheet first.
为什么选择 All-in-One Dynamic Financial Reports
General Ledger report with running balances, grouped by account and drill-down to every posted journal entry line
Trial Balance with opening, period movement and closing columns, plus initial-balance handling for any date range
Balance Sheet rendered from your account groups/types, reconciling exactly to standard Odoo accounting records
Profit & Loss statement with comparative-period columns and configurable income/expense hierarchy
Cash Flow statement derived from movement on bank and cash journals
Partner Ledger showing per-customer and per-supplier account activity with drill-down to source moves
You get the full family of statements accountants and CFOs actually need day to day: General Ledger, Trial Balance, Balance Sheet, Profit & Loss, Cash Flow, Partner Ledger, Aged Receivable/Payable, Daybook, and Bank & Cash books. Every report is genuinely dynamic. Change the date range, journal, analytic account, or company in the on-screen filter panel and the figures recompute live — no need to re-run a wizard or regenerate a static PDF. Click any balance to expand it down to the underlying journal entries, and click again to open the source move itself, so a variance question is answered in seconds instead of a spreadsheet hunt.
Because this is a native Odoo module — not a bolt-on BI tool — it respects everything already in your database. Multi-company consolidation honours your company hierarchy, analytic filters read your existing analytic plans, and figures reconcile exactly to the standard account.move/account.move.line records auditors expect. Report definitions are stored as ordinary Odoo models with computed fields driven by @api.depends, secured through ir.model.access.csv and record rules so only the right roles can open financial data, and rendered through OWL for the interactive view and QWeb for the print/PDF layout.
Export is first-class. Any report exports to a cleanly formatted, multi-tab XLSX (fonts, number formats, grouping and totals preserved — not a raw dump) and to a print-ready PDF via a QWeb report, so the same numbers you see on screen are the numbers you hand to the board or the auditor. For teams that automate, the reports are reachable over Odoo's XML-RPC / JSON-RPC API and can be pushed on a schedule using automated actions or a scheduled cron, so a month-end pack can land in an inbox without anyone clicking a button.
ECOSIRE builds this to your chart of accounts and reporting conventions on Odoo 17, 18 or 19 (Community or Enterprise), with a typical 2–4 week lead time. This is not an instant apps.odoo.com download — it is a real engagement where we scope your report layouts, build and test the module against your data, deploy it to your environment, train your finance team, and stand behind it with a support and update window.
你得到什么
- Complete, installable Odoo module (source code with __manifest__.py, models, security, XML/OWL views and QWeb reports) targeting your Odoo 17, 18 or 19 version
- Configuration mapped to your chart of accounts, journals, analytic plans and multi-company structure
- Security configuration (ir.model.access.csv access rights + record rules) aligned to your finance roles
- Deployment to your environment — staging validation then production install and upgrade
- XLSX and PDF export templates styled to your company branding
- End-user documentation plus a live training session for your accounting team
- XML-RPC / JSON-RPC integration notes and optional scheduled-report setup for automated delivery
- Post-delivery support and update window covering bug fixes and version compatibility as agreed
这是给谁的
Chief Financial Officer
Needs board-ready P&L, balance sheet and cash flow with comparative periods and one-click PDF, plus the confidence that every figure ties back to the underlying Odoo ledger for audit.
Staff / Management Accountant
Lives in the General Ledger, Trial Balance and Partner Ledger daily; wants live filters and drill-down to journal entries so reconciliations and variance queries are answered on screen, not in Excel.
Odoo Community user outgrowing native reporting
Runs Odoo Community without the Enterprise accounting reports and needs richer, exportable, drill-down statements without paying to upgrade the whole platform to Enterprise.
External accountant / auditor
Requires trial balance, aged partner ledgers and daybook exports in clean XLSX/PDF that reconcile to source moves, so year-end and audit work is faster and defensible.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 All-in-One Dynamic Financial Reports 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 All-in-One Dynamic Financial Reports，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
All-in-One Dynamic Financial Reports 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Report coverage (GL, TB, BS, P&L, cash flow, partner ledger, ageing, daybook) | Full suite, all statements built and tuned to your CoA | Only what you scope and build yourself | Varies by app; often a subset or split across paid add-ons | |
| Live drill-down to journal entries and source moves | Yes — expand any balance to account.move.line, then open the move | Possible but you build every drill path | Sometimes; depth and reliability vary | |
| Formatted XLSX + print-ready PDF export | Both, branded and reconciled to on-screen figures | Build each export template yourself | Usually XLSX; PDF/branding inconsistent | |
| Fit to your chart of accounts, analytic plans and branding | Built to your exact structure and conventions | Fully custom but all effort is on you/your team | Generic — you adapt your setup to the app | |
| Installation, deployment and team training | ECOSIRE deploys to staging + prod and trains your finance team | Your team's responsibility | Self-install; docs only | |
| Support, bug fixes and version compatibility (17/18/19) | Defined support + update window, upgrade path covered | You own all maintenance | Vendor SLA varies; upgrades often extra | |
| Security via ir.model.access.csv + record rules for finance roles | Configured to your roles as part of delivery | You design and test all access rules | Ships with defaults; you refine them | |
| API access + scheduled automated delivery | XML-RPC/JSON-RPC + automated action/cron set up for you | Build the automation yourself | Rarely included |
关于All-in-One Dynamic Financial Reports的常见问题
How long until the module is delivered and installed?
This is a build-to-order engagement, not an instant download. Typical lead time is 2–4 weeks from kickoff: we scope your report layouts and chart of accounts, build and test the module against a copy of your data, validate on staging, then install to production and train your team. Timelines are confirmed after scoping and depend on the number of custom report layouts and your multi-company complexity.
What support and updates are included after delivery?
Every engagement includes a defined post-delivery support and update window covering bug fixes and compatibility with your running Odoo version. We provide documentation and a live training session at handover, and can arrange an ongoing support/maintenance agreement to keep the module current across Odoo point releases and future major-version upgrades (17 to 18 to 19).
Which Odoo versions and editions does it support?
We build for Odoo 17, 18 and 19, on both Community and Enterprise. The module is especially valuable on Community, where the advanced financial reports are otherwise absent, but it also complements Enterprise with additional drill-down and export flexibility.
Do the figures reconcile to standard Odoo accounting?
Yes. Reports are computed directly from your account.move and account.move.line records — the same postings Odoo's own accounting uses — so the Balance Sheet, Trial Balance and P&L reconcile exactly to native Odoo figures and to what your auditor expects. Nothing is stored in a parallel ledger.
Can I export reports and automate their delivery?
Yes. Every report exports to a formatted, multi-tab XLSX and to a print-ready PDF (via a QWeb report) that matches the on-screen numbers. Reports are also reachable over Odoo's XML-RPC / JSON-RPC API, and we can configure an automated action or scheduled cron so a month-end reporting pack is generated and emailed automatically.
How does it handle multi-company and analytic reporting?
The filter panel lets you scope any report by company, date range, journal and analytic account/plan, so multi-company consolidation and project/department/cost-centre reporting work within the same statements. Access to financial data is controlled with ir.model.access.csv rights and record rules mapped to your finance roles.
Is this the same as a module I could download from the Odoo App Store?
No. Off-the-shelf apps are generic and you install and maintain them yourself. ECOSIRE builds this to your chart of accounts, branding and reporting conventions, installs it in your environment, trains your team, and provides a support window — a tailored, supported solution rather than a self-service download.
相关模块
申请报价
All-in-One Dynamic Financial Reports
Dynamic, drill-down accounting reports for Odoo — P&L, balance sheet, GL, trial balance — with XLSX and PDF export. Built, installed and supported by ECOSIRE.
- General Ledger report with running balances, grouped by account and drill-down to every posted journal entry line
- Trial Balance with opening, period movement and closing columns, plus initial-balance handling for any date range
- Balance Sheet rendered from your account groups/types, reconciling exactly to standard Odoo accounting records
- Profit & Loss statement with comparative-period columns and configurable income/expense hierarchy