Edit Accounting reports in Odoo 17 - Odoo 17 Slides
- 1. Edit Accounting reports in Odoo 17 Enterprise
- 2. Introduction Enterprise In Odoo 17, significant enhancements have been made to streamline the process of configuring accounting reports. One standout feature is the ability to effortlessly organize and structure reports by moving entire sections, defining parent lines through intuitive dragging and dropping, and adding indents to emphasize hierarchical relationships. This newfound flexibility empowers users to tailor accounting reports precisely to their needs with unparalleled ease and efficiency. By simplifying complex tasks such as rearranging sections and establishing parent-child relationships, Odoo 17's accounting module revolutionizes the way financial information is presented and analyzed, ultimately fostering greater clarity and insight for users at every level of expertise.
- 3. Enterprise Step: 1 For editing the accounting reports, go to the Reporting tab in the Accounting module, and select the report you need to change.
- 4. Enterprise Step: 2 After opening the report, click on the icon in the top right corner, then we can edit the report, by drag and drop,or we can create new report as per our style by Clicking the ‘New’ button.
- 5. Enterprise Step: 3 After clicking on the Icon for editing it will redirect you to the edit page of the report.
- 6. Enterprise Step: 4 In the new page under the the Lines tab you we move the line by dragging drop to the parent line. In the previous page the parent line is Liabilities, and now we can change the Liabilities under the Equity.
- 7. Enterprise Step: 5 We can add new lines into it, by clicking on the Add line, it will open a wizard to create new report line.
- 8. Enterprise Step 6: We can create new report by clicking on the ‘New’ button.
- 9. Enterprise Step:7 We can add the more details about the report, in the Columns tab and the Options tab.
- 10. Enterprise
- 11. Enterprise In conclusion, Odoo 17's accounting module introduces game-changing capabilities for configuring reports. With the ability to move sections, define parent lines, and add hierarchical indents through simple drag-and-drop actions, users can now effortlessly tailor reports to suit their specific requirements. This intuitive approach not only enhances efficiency but also fosters deeper insights into financial data, empowering users to make informed decisions with confidence. Odoo 17 sets a new standard for ease of use and customization in accounting software, promising to revolutionize the way businesses manage their financial reporting processes.
- 12. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com