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Account Move Line Cumulated Balance

Beta License: AGPL-3 OCA/account-financial-reporting Translate me on Weblate Try me on Runboat

This module adds a dedicated journal items list to use Odoo’s native cumulated balance.

The value is computed by account.move.line from the current list domain and sort order, so it behaves like a running balance for the records displayed in the view.

To avoid expensive accidental computations, the dedicated action only computes the cumulated balance when the list is grouped or filtered by account.

When the list has a lower date filter, the cumulated balance includes the initial balance before that date for each account, while keeping the visible lines restricted to the selected period.

If the list is grouped by additional stored fields, such as partner, the visible cumulated balance and the initial balance are computed independently for each group.

Table of contents

Usage

To use this module:

  1. Go to Accounting > Accounting > Journal Items Cumulated Balance.

  2. Keep the default Account grouping or filter the list by an account.

  3. Sort the lines as needed; the value follows the active order and domain.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

carlosdauden

This module is part of the OCA/account-financial-reporting project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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