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Accounting Report Flag
Excluded in Legal Reports filtering for accounting journal entries and journal items
In daily operations, there might be a situation where a business does not want to include specific internal accounting entries in accounting reports. This tool assists accountants in accurately tracking the expenses of their business and also having data for legal reports.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Mark certain journal entries and respective journal items to be excluded from legal reports
Allow bulk marking or unmarking of excluded journal entries
This module can be inherited and used as a base for other financial reports-related modules
Exclude journal entries of an invoice from reports
Exclude journal entries from reports
Exclude journal items from reports
See Accounting Report Flag in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Accounting Report Flag?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Odoo/Viindoo Version: 17.0
Required Modules: to_account_counterpart
Editions: Community Edition and Enterprise Edition.
Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword to_accounting_entry_report_flag.
- Press Install.
Instructions
Instruction video: Accounting Report Flag
1. Exclude journal entries from legal reports
Navigate to Accounting ‣ Customers ‣ Invoices or Accounting ‣ Vendors ‣ Bills, from here, select the invoice that should be excluded from legal reports and enable Excluded in Legal Reports:
Navigate to Accounting ‣ Accounting ‣ Journal Entries to see not only journal entries automatically created from daily operations but also the manually created ones. From here, you can create or select a journal entry then click Edit and select Excluded in Legal Reports:
2. Exclude journal items from legal reports
Navigate to Accounting ‣ Accounting ‣ Journal Items (you need to activate the developer mode to see this menu). Select the journal items that should be excluded from reports and select Excluded in Legal Reports:
Integrate with the to_account_reports_report_off module to see the application of this feature on financial reports.
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