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Dynamic Bank Book Reports in Odoo 12

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Bank book is a subsidiary book which helps in checking the bank balances at any point of time. Bank book is one of the most important subsidiary book of your business as it keeps the record of all your banking transactions.

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Dynamic Bank Book Reports in Odoo 12

  1. 1. ODOO 12 - DYNAMIC BANK BOOK REPORT www.cybrosys.com
  2. 2. INTRODUCTION ● Bank book is a subsidiary book which helps in checking the bank balances at any point of time. ● This module facilitates the dynamic bank book report. ● The user can drill down from the main report to the journal entries associated with the bank account. ● One can also open the form view of each journal entries and view the complete details here. ● This module also allows the end user to export the bank book to Excel and PDF Format.
  3. 3. Let’s see how it works.. Goto -> Invoicing ->Reporting ->Bank Book
  4. 4. To Get pdf report : Provide appropriate details ->Then Print
  5. 5. The PDF report will look like
  6. 6. To Get Excel Report -> Export to Excel
  7. 7. The Excel report will look like
  8. 8. To get dynamic report -> Dynamic View
  9. 9. To get details of journal entries ->Click on Account twicely
  10. 10. To get form view of journal Entries -> Double click on journal entry
  11. 11. The detailed form view will look like following image
  12. 12. For more information, Watch the video: Dynamic Bank Book Reports in Odoo
  13. 13. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd Cybrosys Limited Alpha House, 100 Borough High Street, London, Greater London, SE1 1LB, United Kingdom Thank You ! Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, India - 682030.

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