Account Move Line Cumulated Balance

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

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:

  • Carlos Dauden

Maintainers

This module is maintained by the OCA.

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:

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.