Trade Credit Reporting

Odoo 15.0 · 15.0.0.1.0

Licence: Other proprietary · Revision: d6e377804578

Installing this selected version

This selection is for Odoo 15.0. Install this app and its required dependencies in the addons directory configured for your Odoo 15.0 server, using the same Odoo version for each app.

Source module notes

Trade Credit Reporting for Odoo 15.0 | Corvus Nexus

Trade Credit Reporting app icon

CORVUS NEXUS

Trade Credit Reporting

Prepare trade credit insurance declarations in Odoo from turnover and overdue invoices, with reviewed buyer decisions and retained CSV versions.

Odoo 15.0 · Enterprise · Self-hosted / Odoo.sh

Trade Credit Reporting: Prepare a reviewed reporting file for a credit insurer and separately retain the evidence of its actual external submission.

A clearer way to manage the work

Prepare a reviewed reporting file for a credit insurer and separately retain the evidence of its actual external submission.

What you can do

  • Review insurer reporting instructions and explicit buyer decisions.
  • Prepare turnover and overdue candidates from native accounting evidence.
  • Freeze exact declaration CSVs and retain later corrections and submission receipts.

From setup to daily use

  1. Review the insurer instructions, buyer list and reporting basis.
  2. Prepare turnover and overdue candidates from Accounting.
  3. Independently review and freeze the exact declaration file.
  4. Submit through the real insurer channel and retain its actual receipt.

Example workflow

A reporting period includes a 10,000 invoice and a 1,000 credit using signed turnover. Turnover is 9,000. A 2,000 installment overdue at cutoff stays in cutoff reporting even if paid later. Review each candidate, freeze the exact CSV, submit through the actual external channel and retain the insurer receipt separately.

Compatibility and installation

This package is for Odoo 15.0 Enterprise. Use the package matching your Odoo major version. Install on self-hosted Odoo or Odoo.sh with custom addons enabled. Odoo Online does not support these Python addons.

Required Odoo applications: account, mail.

Assign the app's user and reviewer roles deliberately, enable the correct companies and follow the included customer guide before using live records. Optional demo data is for a separate training database.

Important operating limits

Reporting preparation only, not insurance underwriting, credit-limit enforcement, coverage guarantee or automatic insurer submission. Confirm the recipient's required format separately.

This is a preparation and evidence workflow. It does not interpret policy wording, underwrite risk, determine insured/covered balances, guarantee claims, connect to insurer APIs, hold credentials, or automate submission. Actual policy conditions and insurer decisions govern the reporting treatment. The generic CSV is not advertised as a certified portal-specific upload template; check the actual insurer's required format.

Supported declared amounts use company currency. Foreign invoice documents are visible exceptions and cannot be silently included through an assumed FX rule. Turnover, overdue and open credits are separate totals. Only explicitly listed buyers are scanned; this is not an assertion that every company customer is insured. Correctness of the manually reviewed instructions and original source documents requires the policyholder's review.

Questions before installing?

Contact support@corvusnexus.com with your Odoo version, hosting setup and intended workflow.

The supplied proprietary LICENSE covers one production database and one dedicated test database for the same deployment. Consult it for the complete terms. Configuration instructions and detailed limits are included in doc/index.rst.

Corvus Nexus Technologies LTD