Aged balance report: compute by expected payment date & filter by sales person
Add the option "Based on expected payment date" and the filter by Sales person on aged balance reports.
| : V12 |
| Environment: Enterprise |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Aged balance in Odoo is based on the due date, which is fixed at invoice validation and which is a mandatory legal field which should not be modified after validation. So, if your customer delays some payment, you cannot record the expected payment date and follow-up your aged balance based on your expectation.
Moreover, you cannot follow-up your aged balance by salesperson and so define with each sales what are the key actions to take regarding their customers.
CLUEDOO BEHAVIOR
Cluedoo enhances Odoo aged balance report by adding:
- Option "Based on expected payment date". You can check your aged balance according to due date or expected payment date, on customer or supplier side.
- Filter by sales person, in order to easily communicate between finance department and salesperson.
MODULE +
If you have some customer payment delay, this module is a must because aged balance could no more give you any visibility about your cash in.
BUSINESS CASE
You are working on project and your customer do not respect the due date at all. So, if you check your aged balance, almost all your invoices are due, and you cannot use this aged balance to get an idea about your cash in during the next month.
With the expected payment date, the aged balance gives you a clear and realistic visibility of your cash.
CLUEDOO RECOMMENDATION
Expected payment date management is a Cluedoo best practice: to be installed on 100% of the database using invoicing module.
OUR FEATURES AS SOLUTION
Expected Payment Date
We can set expected payment date on Invoice and have Aged Receivable and Payable Expected Date Report
HOW TO USE THIS MODULE ?
Expected Payment Date on Customer Invoice
On invoice, we can set Expected Payment Date
Aged Receivable Expected Date Report
Cluedoo provides Aged Receivable Expected Date report where we can see expected payment date that we already set on invoice.
Expected Payment Date on Vendor Bill
Go to Accounting → Vendors → Bills. Create a bill and set expected payment date.
Aged Payable Expected Date Report
Cluedoo also provides Aged Payable Expected Date report
Sales Person Filter
On Aged Receivable and Payable Expected Date report, we can filter by Sales Person.
