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.. i18n: .. _ch-financial:
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.. i18n: single: Financial Analysis
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.. i18n: single: taxation
7
.. i18n: single: financial reporting
12
single: Financial Analysis
14
single: financial reporting
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.. i18n: ******************
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.. i18n: Financial Analysis
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.. i18n: ******************
24
.. i18n: *This chapter is devoted to statutory taxation and financial reporting from Open ERP.
25
.. i18n: Whether you need reports about customers and suppliers, or statements for various statutory purposes,
26
.. i18n: Open ERP enables you to carry out a whole range of parametric analyses of the financial health of
27
.. i18n: your company.*
29
*This chapter is devoted to statutory taxation and financial reporting from Open ERP.
30
Whether you need reports about customers and suppliers, or statements for various statutory purposes,
31
Open ERP enables you to carry out a whole range of parametric analyses of the financial health of
34
.. i18n: Whether you want to analyze the general health of your company or review the status of an Account
35
.. i18n: Receivable in detail, your company's accounts are the place to define your various business
38
Whether you want to analyze the general health of your company or review the status of an Account
39
Receivable in detail, your company's accounts are the place to define your various business
42
.. i18n: To bring you the most accurate picture of your business, Open ERP's different accounting reports
43
.. i18n: are flexible, and the results are calculated in real time. This enables you to automate recurring
44
.. i18n: actions and to change your operations quickly when a company-wide problem (such cash reserves
45
.. i18n: dropping too low, or receivables climbing too high) or a local problem (a client that hasn't paid,
46
.. i18n: or a project budget overspend) occurs.
48
To bring you the most accurate picture of your business, Open ERP's different accounting reports
49
are flexible, and the results are calculated in real time. This enables you to automate recurring
50
actions and to change your operations quickly when a company-wide problem (such cash reserves
51
dropping too low, or receivables climbing too high) or a local problem (a client that hasn't paid,
52
or a project budget overspend) occurs.
54
.. i18n: So this chapter describes the various reports and financial statements supplied by Open ERP's
55
.. i18n: accounting modules. It also describes how Open ERP handles purchase and sales taxation, and the
56
.. i18n: reporting of taxation.
58
So this chapter describes the various reports and financial statements supplied by Open ERP's
59
accounting modules. It also describes how Open ERP handles purchase and sales taxation, and the
60
reporting of taxation.
62
.. i18n: For this chapter you should start with a fresh database that includes demo data,
63
.. i18n: with :mod:`sale` and its dependencies installed and no particular chart of accounts configured.
65
For this chapter you should start with a fresh database that includes demo data,
66
with :mod:`sale` and its dependencies installed and no particular chart of accounts configured.
68
.. i18n: .. raw:: html
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.. i18n: <div class="all-toctree">
74
<div class="all-toctree">
78
.. i18n: managing_accounts
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.. i18n: statutory_taxes
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.. i18n: company_financial_analysis
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company_financial_analysis
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.. i18n: .. raw:: html
96
.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
100
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
101
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
103
.. You may take electronic copy of this publication and distribute it if you don't
104
.. change the content. You can also print a copy to be read by yourself only.
106
.. i18n: .. We have contracts with different publishers in different countries to sell and
107
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
108
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
109
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
110
.. i18n: .. rights of these sales.
112
.. We have contracts with different publishers in different countries to sell and
113
.. distribute paper or electronic based versions of this book (translated or not)
114
.. in bookstores. This helps to distribute and promote the Open ERP product. It
115
.. also helps us to create incentives to pay contributors and authors using author
116
.. rights of these sales.
118
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
119
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
120
.. i18n: .. written authorisation for this.
122
.. Due to this, grants to translate, modify or sell this book are strictly
123
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
124
.. written authorisation for this.
126
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
127
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
128
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
129
.. i18n: .. printed in initial capitals.
131
.. Many of the designations used by manufacturers and suppliers to distinguish their
132
.. products are claimed as trademarks. Where those designations appear in this book,
133
.. and Open Object Press was aware of a trademark claim, the designations have been
134
.. printed in initial capitals.
136
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
137
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
138
.. i18n: .. resulting from the use of the information contained herein.
140
.. While every precaution has been taken in the preparation of this book, the publisher
141
.. and the authors assume no responsibility for errors or omissions, or for damages
142
.. resulting from the use of the information contained herein.
144
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium