MIS Builder Templates for US Chart of Accounts
Includes the following templates for the mis_builder module.
- US Balance Sheet
- US Income Statement
The templates are based on the Chart of Accounts provided by the module l10n_us_gaap.
This module contains in the 'docs' folder a sample Income Statement and Balance Sheet with the full drill down to individual accounts.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds two ready-to-use financial report templates to Odoo's MIS Builder: a US Income Statement and a US Balance Sheet, built on the US GAAP chart of accounts. Users can run these reports and drill down to individual accounts.
This module installs two pre-configured report templates for the MIS Builder reporting tool, designed for companies using the US GAAP chart of accounts.
- US Income Statement: shows Revenue, Cost of Revenue, Gross Profit, Operating Expenses, Other Revenue/Expenses/Gains and Losses, Earnings Before Income Taxes, Income Tax and Net Income. Each line is calculated from account groups by their code prefix, and lines can be expanded to show the individual accounts behind the figures.
- US Balance Sheet: a second template based on the same US chart of accounts.
Both reports use a shared set of visual styles: two-decimal amounts, bold and italic emphasis for totals and subtotals, orange highlighting for main headings, indentation levels for sub-lines, and automatic hiding of empty lines. Each report line also supports percentage comparison between periods.
The reports are available through the MIS Builder reporting menu, where users select the report, the period and the comparison, then run it. No new menus, buttons or business rules are added to sales, purchases, inventory or accounting entries; the module only provides report definitions and their formatting styles.
Depends on
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/l10n-usa.
terminal Installation and usage
OCA documentation · Odoo 18.0Installation
Source · Odoo 18.0This module depends on:
- The module mis_builder that can be obtained in , or .
Configuration
Source · Odoo 18.0- Go to Invoicing \> Reporting \> MIS Reports and create a new report, indicating the required periods, and using one of the templates provided by this module.
If you create new accounts, make sure that they fall into the right account group, and they will then be displayed correctly in the MIS Reports.
No verified information in OCA: Usage.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.