Send Accounting Reports by Email for Odoo

Accounting Reports Mail Extension

Send Accounting Reports by Email: what to validate before go-live

This module extends Odoo core accounting reporting functionality by introducing a streamlined email dispatch feature.

It adds a Mail (@) button to all standard financial reports, enabling users to send report files directly as attachments to selected contacts.

Accounting alignment

The process is managed through an intuitive popup wizard that supports partner selection and file format preferences (PDF, XLSX, or PDF & XLSX).

Margin and analytics

Integrated Mail (@) Button on All Reports:: Adds a convenient @ button to every accounting report (e.g., Balance Sheet, Profit & Loss, General Ledger), making report sharing easy and accessible.

Adds a convenient button to every

Adds a convenient @ button to every accounting report (e.g., Balance Sheet, Profit & Loss, General Ledger), making report sharing easy and accessible.

Contacts Selection via Wizard Opens a

Contacts Selection via Wizard: Opens a wizard where users can select one or more contacts (customers, vendors, stakeholders) as recipients of the report.

Opens a wizard where users can

Opens a wizard where users can select one or more contacts (customers, vendors, stakeholders) as recipients of the report.

Multiple Export Formats Supported Allows users

Multiple Export Formats Supported: Allows users to choose the desired output format PDF, XLSX, or PDF & XLSX ensuring compatibility with varied reporting requirements.

Additional details

Allows users to choose the desired output format PDF, XLSX, or PDF & XLSX ensuring compatibility with varied reporting requirements.

Automated Email with Attachments: Generates the selected report automatically in the background and sends it as an email attachment to all chosen contacts.

Generates the selected report automatically in the background and sends it as an email attachment to all chosen contacts.

Conclusion

Send Accounting Reports by Email is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Send Accounting Reports by Email

Before go-live, test Send Accounting Reports by Email with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Send Accounting Reports by Email is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse