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-CHARSET:1252 -COMPRESSION:NONE -OLDFILEUID:NONE -NEWFILEUID:NONE - - - - - - 0 - INFO - - 20230419 - ENG - - BANK123 - - - - - - 1234567890 - - 0 - INFO - - - USD - - Bank-2023-04-14/1 - 1234567890 - CHECKING - - - 20220101 - 20220131 - - DEBIT - 20230419 - -3000.00 - 1234567890-20220102-1 - Deco Addict - - - CREDIT - 20220115 - 1000.00 - 1234567890-20220115-1 - Ready Mat - - - - 10044.87 - 20220131 - - - - - - diff --git a/index_test_odoo/static/description/assets/screenshots/statement.qif b/index_test_odoo/static/description/assets/screenshots/statement.qif deleted file mode 100644 index 837d2fc4f..000000000 --- a/index_test_odoo/static/description/assets/screenshots/statement.qif +++ /dev/null @@ -1,15 +0,0 @@ -!Type:Bank -D14/04/2023 -T2000.00 -PBank-2023-02-11/1 -^ -!Type:Bank -D09/04/2023 -T-500.00 -PBank-2023-04-09/2 -^ -!Type:Bank -D19/06/2022 -T1000.00 -PBank-2023-04-21/3 -^ diff --git a/index_test_odoo/static/description/assets/screenshots/statement.xlsx 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+
+

+ Multiple Invoice Copies Option

+

Flexible invoice + generation system with multiple copy management + capabilities.

-
-
-

Log in

-
- demo -
-
-
-

Password

-
- demo -
-
+
+
+
+
+ +
+
+

+ Accounting Lock Dates

+

Secure accounting + periods with advanced date locking mechanisms for data + integrity.

+
+
+
- - -
-
-
- Odoo 18 Full Accounting Kit for Community -

- Are you ready to make your business more - organized? -
Improve now! -

- +
+
-
- +

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+ +
+
+
+
+ +
+
+

+ Manage Customer Follow-Ups

+

Streamlined + customer + relationship management with automated follow-up + systems.

+
- -
-

- KEY HIGHLIGHTS -

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- -
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- All Financial Reports

-

- Balance Sheet, Profit and Loss, Partner Ledger,General Ledger, Trial Balance, - Tax Reports, Journals Audit Reports, etc

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-
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+
+
+ + + + +
+
+ + + +
+
+
+ + +

+ Create Assets

+
+ Lorem ipsum, dolor sit amet consectetur adipisicing elit. Quam praesentium minus veniam + commodi incidunt + natus dolore nam libero. Aspernatur harum placeat quibusdam fugiat esse nam. In cumque + est saepe nisi.
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-
-
- -
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- Manage Customer Follow-Ups.

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- The Customer follow-up menu will be provided the Activities.

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+ +
+
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- -
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- Multiple Invoice Copies Option

-

- We can generate multiple Invoices copies. -

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-
+ + + + + +

Asset Categories

+
+ Lorem ipsum, dolor sit amet consectetur adipisicing elit. Quam praesentium minus veniam + commodi incidunt + natus dolore nam libero. Aspernatur harum placeat quibusdam fugiat esse nam. In cumque + est saepe nisi.
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-
- -
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- Accounting Lock Dates.

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- Easily set accounting closing dates

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+
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- -
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- Customer Credit Limit.

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- Option for adding the Customer Credit Limit.

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-
+ + + + +

Reconciliation Widget +

+
+ Lorem ipsum, dolor sit amet consectetur adipisicing elit. Quam praesentium minus veniam + commodi incidunt + natus dolore nam libero. Aspernatur harum placeat quibusdam fugiat esse nam. In cumque + est saepe nisi.
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- -
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- Asset Management System.

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- We can manage the Asset and the related types.

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+ +
+
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- -
-
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- Translations

-

- Different Translations Available
- Eg : Arabic, German, Chinese, etc

+ + + + +
+
+
+
+ +

Our + Features +

+
+ +
+
+
01
+

Multiple Invoice Copies Option

+
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- -
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- PDC Management.

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- In the Register Payment wizard we can add the - PDC to the recipient's bank account.

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+
+
02
+

Manage Customer Follow-Ups

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- -
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- Bank Statement CSV File Format.

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- We can import Bank Statement in CSV file.

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+
+
03
+

Customer Credit Limit

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- -
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- Bank Statement XLSX File Format.

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- We can import Bank Statement in XLSX File Format.

+
+
+
04
+

Asset Management System

+
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- -
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- Bank Statement OFX File Format.

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- We can import Bank Statement in OFX File Format.

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+
05
+

Accounting Report

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- Bank Statement QIF File Format.

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- We can import Bank Statement in QIF File Format.

+
+
+
06
+

PDC Management

+
+ + + + + + + + + + + + +
+ + + +
+
+
+

+ Frequently Asked Questions

- - - - - - -
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- -
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- acc_bg -
- -
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- Create - - Assets. -

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- Can Create Assets from Accounting > Accounting > Assets > New. -

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- The Asset details and Depreciation Board - are displayed in the asset model. -

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- Can see the all Related data in the Asset model, It helps to - calculate the depreciation. -

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- Asset - - Categories. -

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- Can Create Asset categories from Accounting > Configuration > - Asset Types > New option. -

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- Asset - - - Types -

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- Create Asset - - - from vendor bill. -

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+

+ +

+
+
+

Our PDC management module provides + comprehensive tracking and automation + for post-dated + cheques. The system allows you to:

-
-
- +
+ Key Features: +
    +
  • Automatic cheque maturity date tracking
  • +
  • Bank reconciliation integration
  • +
  • Customizable reminder notifications
  • +
  • Detailed reporting and analytics
  • +
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- Manage - Post dated checks. -

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- Can manage the PDC in the Register Payment method. -

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- Reconciliation - Widget. -

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The module seamlessly integrates with your + existing accounting workflows + and provides + real-time visibility into your receivables pipeline.

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- Lock - Dates. -

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- Create recurring templates from - - Accounting > Configuration > Recurring Templates. -

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+
+

+ +

+
+
+

Yes, our module is fully compatible with + Odoo 18 Community Edition and + provides seamless + integration with all core functionalities.

-
-
- +
+ Compatibility Details: +
    +
  • Odoo 18 Community Edition
  • +
  • Odoo 18 Enterprise Edition
  • +
  • Multi-company support
  • +
  • Multi-currency support
  • +
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- - Manage Customer Follow-ups from - - Accounting > Configuration > Management > Follow-up Levels. -

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- -
+

For the latest updates and design examples, + please check our CodePen + portfolio for more + innovative solutions.

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- Manage Customer Follow-ups from - - Accounting > Customers > Follow-up Reports. -

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- Reporting menu will gives the - - - all Accounting Reports. -

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- Can see menus for getting the Account related Reports. like - -Profit and Loss, Balance Sheet , Cash Flow, Bank Book, Cash - Book , Day Book etc -

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- Profit and Loss - For the Accounting Report. - -

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- +
+

+ +

+
+
+

Our intelligent follow-up system automates + customer communications and + helps maintain + healthy cash flow through systematic engagement.

+ +
+ Follow-up Features: +
    +
  • Automated reminder schedules
  • +
  • Customizable email templates
  • +
  • SMS integration capabilities
  • +
  • Activity tracking and reporting
  • +
  • Escalation workflows
  • +
+ +

The system intelligently prioritizes + follow-ups based on amount, customer + history, and + payment patterns. Explore our latest + design + implementations + for more advanced features.

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- Balance Sheet - - For the Accounting Report. - -

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- -
+
+
+
+
+
+

+ Latest Releases

+
+
+
+
+
Latest Release 18.0.2.0.4
+
Fix
+
+ + 21nd April, 2025
-
-
-
-
-
-
-

- Cash Flow - - For the Accounting Report. -

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- +
+
+ +
Fixed qifparse external dependency (python) issue.
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- Bank Book - - For the Accounting Report. -

-
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- -
+
+
+
+
Latest Release 18.0.1.0.1
+
Update
+
+ + 22nd October, 2024
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-
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- - Cash Book - - For the Accounting Report. - - -

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+
+ +
Added reconciliation widget and lock date
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- Day Book - - For the Accounting Report. - - -

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- -
+
+
+
+
Latest Release 18.0.1.0.0
+
Add
+
+ + 25th September, 2024
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- Aged Partner Balance - - For the Accounting Report. - -

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+
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Initial Commit
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- Partner Ledger - - For the Accounting Report. -

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- Invoice Analysis - - For the Accounting Report. -

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- General Ledger - - For the Accounting Report. -

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- -
+ border-top: 2px solid #71639e24; + border-right: 2px solid #71639e24; + border-bottom: 2px solid #71639e24; + border-radius: 0 15px 15px 0;"> +
+
Latest Release 18.0.2.0.4
+
Fix
+
+ + 21nd April, 2025
-
-
-
-
-
-
-

- Trial Balance - - For the Accounting Report. -

-
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- +
+
+ +
Fixed qifparse external dependency (python) issue.
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- Tax Report - - For the Accounting Report. - -

-
-
-
- -
+
+
+
+
Latest Release 18.0.1.0.1
+
Update
+
+ + 22nd October, 2024
-
-
-
-
-
-
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- Journal Audit - - For the Accounting Report. -

-
+
+
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- -
+
Added reconciliation widget and lock date
-
-
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- - A quick option to import bank statement. - - -

-
- -
-
- -
+
+
+
+
Latest Release 18.0.1.0.0
+
Add
+
+ + 25th September, 2024
-
-
-
-
-
-
-

- - A wizard that allows user to upload file. - - -

-
+
+
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- -
+
Initial Commit
-
-
-
-
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- - After importing the file user can view the statements that imported - - -

-
-
-

- After importing the file user can view the statements that imported. - (The example format for csv, xlsx, ofx and qif are added in screenshots - folder in the module.). -

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- -
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- -
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-
-
- -
-

- Multiple Invoice Copies Option

-
+
+
+
-
-
-
-
-
-
- -
-

- Manage Customer Follow-Ups.

-
-
-
-
-
-
-
- -
-

- Customer Credit Limit. -

-
-
-
-
-
-
-
- -
-

- Asset Management System. -

-
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-
+
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-
-
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- -
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- Accounting Report. -

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- -
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- PDC Management. -

-
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- -
-

- Reconciliation Widget. -

-
-
-
-
-
-
-
-
-
-
- -
- -
- -
-

- You can manage PDCs by adding them to the - recipient's bank account in the Register Payment - wizard. -

-
-
- -
- -
-

- Yes, this module is specifically designed to work - with Odoo 18 Community Edition and not for odoo 18 - enterprise edition. -

-
-
- -
- -
-

- It provides a customer follow-up menu that manages - follow-up activities directly. -

-
-
- -
- -
-
-
-
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-
- -
-
-

- Latest Release 18.0.2.0.4 -

- - 21nd April, 2025 - -
-
-
-
-
- Fix -
-
-
-
    -
  • - Fixed qifparse external dependency (python) issue. -
  • -
-
-
-
-
-
-
-
-
-

- Latest Release 18.0.1.0.1 -

- - 22nd October, 2024 - -
-
-
-
-
- Updt -
-
-
-
    -
  • - Added reconciliation widget and lock date -
  • -
-
-
-
-
-
-
-
-
-

- Latest Release 18.0.1.0.0 -

- - 26th September, 2024 - -
-
-
-
-
- Add -
-
-
-
    -
  • - Initial Commit -
  • - -
-
-
-
-
-
-
+
+ + + + + +
+
+ +

Our + Services +

+ +
+ +
+
+ +
+
+

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+
- - -
-

- Related Modules -

-
- - - -
-

- Our Services

-
- - + +
+
+ +
+
-
- -
-
- -
- Odoo Support -
-
+

+ Multiple Invoice Copies Option

+

Flexible invoice + generation system with multiple copy management + capabilities.

+ +
+
+ +
+
+ +
+
-
- -
-
- -
- Odoo Migration -
-
+

+ Accounting Lock Dates

+

Secure accounting + periods with advanced date locking mechanisms for data + integrity.

+ +
+
+ +
+
+ +
+
-
- -
-
- -
- Odoo Integration -
-
+

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+ +
+
+ +
+
+ +
+
-
- -
- -
- -
- Odoo Consultancy -
-
+

+ Manage Customer Follow-Ups

+

Streamlined + customer + relationship management with automated follow-up + systems.

+ +
+
+ + +
+
+
+ + +
+
+ +

Related + Modules +

+ +
+
+
+ + +
+
-
- -
- -
- -
- Odoo Licensing -
-
+ +

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+ +
+
+
+
+ + +
+
-
- -
- -
- -
- Hire Odoo Developer -
-
+ +

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+ +
+
+
+
+ + +
+
+ +

+ All Financial Reports

+

Comprehensive + financial reporting system with real-time data and + analytics.

+
-
- -
-
- ....
+ + + +
-
-
-
-
+ + + + + + + - - - - + + + \ No newline at end of file