To gain a comprehensive overview of the invoicing tasks accomplished in the Odoo 18 Invoicing module, make use of the Reporting feature of the module. With the help of this program, the user can get accurate reports of accounting-related procedures.
Invoice analysis
From the invoice reports, you may create pivot tables and graphs in one place. You can select the Reports option in the module to perform efficient invoice analysis.
Depending on what you require, you can flip between the report's Graph and Pivot views. An illustration of the invoice analysis is shown above. You will be able to select the icons to change the graphs into Line, Bar, and Pie charts.
The Average Price, Product Quantity, Total, Untaxed Total, and Count are among the report's metrics. To get reports that are customized to your requirements, make use of the custom options found under the Filters and Group By options.
analytic Report
An analytical accounting report makes it easier to analyze, comprehend, and produce reports for the company's accounting documentation. Assistance with cost control and support for reinvoicing will be provided for all tasks pertaining to the creation of analyses and reports utilizing the chart of accounts.
Audit Trail
Audit trails are an essential instrument for preserving accountability and openness in financial operations. They give auditors a thorough, chronological record of all financial transactions, making it possible for them to follow and confirm the accuracy of entries.
The page of audit trial will be as shown in the screenshot below. The page includes information such as date, author, name, and short description.
Product Margin
With the use of the Product Margin report, the user can examine the sales product details. To get this report, the user first needs to enable the Margin Analysis from the Settings.
As you can see below, a popup window with the Product Margin report from Reports will open. In order for reports to be generated, add the from and to dates. Next, the user can choose his bills' invoice status. Next, select the Open Margin option.
The required report will then start to be worked on.
The product's name, internal reference, average sales, invoiced amount, turnover, sales gap, total cost, quantity bought, total margin, expected margin, total margin rate, and the expected margin percentage.
You may enhance your accounting operation with the help of the sophisticated features and effective tools available in the Odoo 18 Invoicing module. You can handle invoices with ease while using this module.