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Profit & Loss (US) / Balance sheet (US) MIS templates

l10n_us_mis_financial_report folder_open OCA/l10n-usa open_in_new
Localization License: AGPL-3

This addon provides MIS builder templates to generate generic (US) Profit & Loss and Balance Sheet reports based on account types.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds two ready-made US financial reports to Odoo: a Profit & Loss (US) and a Balance Sheet (US), built on the MIS Builder reporting engine. Users can run them from the MIS reporting menu and drill down to individual accounts.

This module installs two pre-configured financial reports that follow a US-style layout, without any manual setup.

  • Profit & Loss (US): shows Operating Income, Cost of Revenue, Gross Profit, Other Income, Expenses, Depreciation, total Expenses and Net Profit. Each line can be expanded to show the individual accounts behind the figure.
  • Balance Sheet (US): shows Assets (Bank and Cash, Receivables, Current Assets, Prepayments, Fixed Assets, Non-current Assets), Liabilities (Current Liabilities, Payables, Non-current Liabilities), Equity (Unallocated Earnings, Retained Earnings) and Off Balance Sheet accounts, ending with Liabilities + Equity.

The figures are calculated automatically from account types (income, expense, asset, liability, equity, etc.), so no manual mapping of accounts is needed. The Balance Sheet pulls the current-year result directly from the Profit & Loss report, so the two statements stay consistent.

Both reports use the standard MIS report style and can be run, compared and exported like any other MIS report. The module only adds report templates and display styles; it does not change how accounting entries are recorded.

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

Select one of the Profit & Loss (US) or Balance Sheet (US) templates in a new MIS report.

For details, refer to the MIS Builder documentation

No verified information in OCA: Installation, Configuration.

info

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.