EtatTiers — Third Party Account Statements (Customers & Suppliers)

Description

EtatTiers is a strategic extension for Dolibarr ERP/CRM designed to automate the production of precise financial statements. In just a few clicks, generate professional documents for your third parties, streamlining payment tracking and debt recovery.

✅ Key Features

• Individual Third Party Statements:

  • Instant generation for any specific Client or Supplier.

  • Filtering by date range (Start / End date).

  • Full transaction details: Opening balance, movements (Debit/Credit), and dynamic running balance.

  • Visual indicators: Final balance displayed in Green (positive) or Red (amount owed).

• Batch Processing:

  • Mass generation for all customers or all suppliers in a single operation.

  • Innovation: Export a single Excel file containing one dedicated sheet per third party.

• Miscellaneous Payments:

  • Track financial movements outside of standard invoicing via accounting accounts.

📄 Export Formats

🌍 Multi-language & International Support

The module natively handles English, French, and Arabic (full UTF-8 support for Arabic characters). You can set the document output language independently of your user interface language.

📁 Management & Security

• Management Interface: Sortable lists, integrated PDF preview, and secure file deletion.

• Permissions: Granular access control (Read/Write/Delete) fully compliant with Dolibarr's core permission system.

• Multi-entity: Fully compatible with multi-company environments.

⚙️ Requirements

• Dolibarr: v20.0+.

• PHP: v7.4 minimum.

• Libraries: PhpOffice/PhpSpreadsheet (for Excel) and PHP GD (for PDF).

🛡️ License

• Type: Private / Proprietary.

• Developer: CONCORDE De Conseil.

• Support: contact@concorde.tn | www.concorde.tn.