Guide / Copilot for Odoo / Read
Accounting reports
Ready-made reports on the accounting in your Odoo: who owes you and since when, what's waiting to be collected, paid or posted, and which data is incomplete or duplicated.
Requirements
| Plan | Copilot for Odoo: Pro, Team or Business. |
|---|---|
| Permission in Conectores ERP | «Permitir» (Allow) or «Bloquear» (Block). By default, Permitir (whatever the «Lectura» (Read) group is set to). |
| Your Odoo user | The Invoicing or Accounting app installed, and a group that can read invoices and their journal items: Accounting: Invoicing (account.group_account_invoice) or "Show Accounting Features - Readonly" (account.group_account_readonly). |
Tools
Receivables and payables aging
What customers owe you and what you owe vendors, by due-date bucket (not yet due, 1-30, 31-60, 61-90 and more than 90 days) and by company. Tool: receivable_payable_aging.
- Receivables aging as of today
- Which vendors have been waiting on us for more than 90 days?
Accounting summary
Outstanding and overdue receivables and payables, and unposted drafts, at a glance. Tool: accounting_health_summary.
- How is our accounting this month?
Data quality
Finds incomplete or duplicated data: contacts without a tax ID (NIF), possible duplicates, products without a price… Tool: data_quality_report.
- Are there any duplicate customers?
Note: For a complete, repeatable report (with charts and CSV), use the playbooks «Antigüedad de cobros y pagos» (Receivables and payables aging) and «Checklist de cierre de mes» (Month-end close checklist) (Team and Business).
Troubleshooting
Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.
| What you see | Why | What to do |
|---|---|---|
| The Copilot says it can't find data that you can see in Odoo | Your personal connection uses a different Odoo user, or the data belongs to a company that isn't active for your user. | In Ajustes (Settings), check which user you're connected with. |
| The Copilot says your Odoo user can't read a model | Your Odoo user doesn't have read access to that app. | Ask whoever manages your Odoo for that app's group. |
| The Copilot doesn't use a tool | An admin set it to Bloquear (Block). | Check Permissions. |