Dynamic Cash Book Report in Odoo 12
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INTRODUCTION ● Cash book acts as a subsidiary book that helps in checking the cash balances at any point of time. ● It keeps the record of every cash transactions happening. ● This module facilitates the dynamic cash book report. ● We can drill down from the main report to the journal entries associated with the cash account. ● One can open the form view of each journal entries and view complete details here. ● This module also allows the end user to export the cash book to Excel and PDF Format.
Let’s see how it works.. Goto -> Invoicing -> Reporting -> Cash Book
To Get pdf report : Provide appropriate details -> Then Print
The PDF report will look like
To Get Excel Report -> Export to Excel
The Excel report will look like
To get dynamic report -> Dynamic View
To get details of journal entries -> Click on Account twicely
To get form view of journal Entries -> Double click on journal entry
The detailed form view will look like following image
For more information, Watch the video: Dynamic Cash Book Reports in Odoo
Thank You !
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