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 |
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 once an invoice is validated and is also a mandatory legal field which should not be modified after validation. If your customer delays payment, you cannot record the expected payment date and thus cannot follow-up your aged balance based on the expected payment date.
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:
- The option of "Based on expected payment date". You can check your aged balance according to due date or expected payment date, either on the customer or supplier side.
- Filter by sales person in order to easily communicate between the finance department and salesperson.
MODULE +
If you have experienced some customer payment delays, this module is a must-have because Odoo's basic settings of aged balance does not offer a setting for expected payment dates.
BUSINESS CASE
You are working on a project and your customer does not respect the due date at all. So, if you check your aged balance, almost all of your invoices are due and you cannot use this aged balance to get an accurate idea about your positive cash flow during the next month.
With the expected payment date, the aged balance gives you a clear and realistic visibility of your cash flow.
CLUEDOO RECOMMENDATION
Expected payment date management is one of Cluedoo's most recommended practices. This should be installed on 100% of the database using invoicing modules.
OUR FEATURES AS SOLUTIONS
Expected Payment Date
We can set expected payment dates on Invoices and have Aged Receivable and Payable Expected Date Reports
HOW TO USE THIS MODULE
Expected Payment Date on Customer Invoice
We can set an expected payment date on an invoice.
Aged Receivable Expected Date Report
Cluedoo provides Aged Receivable expected date reports where we can see any expected payment dates that we already set on an invoice.
Expected Payment Date on Vendor Bill
Go to Accounting → Vendors → Bills. Create a bill and set the expected payment date.
Aged Payable Expected Date Report
Cluedoo also provides Aged Payable expected date reports.
Sales Person Filter
On Aged Receivable and Payable expected date report, we can filter by Salesperson.
