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Installation ============ If you have already the chart of accounts loaded on your company, you will need to update it through the module `account_chart_update`. Follow the instructions on that module for that. Configuration ============= To configure account groups, you need to: * Be "Account / Adviser" role. * Go to *Invoicing > Configuration > Accounts Groups*. * Create or modify existing groups. For assigning groups to account templates, you have to: * Set the group on your account chart module or extension. * Or develop/create UI access. When you have groups on your account templates, you can load a chart template for a new company, and they will be transferred to created accounts. Usage ===== For assigning groups to accounts: * Go to *Invoicing > Adviser > Chart of Accounts*. * Edit one account and set "Group" field.
4 lines
268 B
CSV
4 lines
268 B
CSV
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_account_group_manager,account.group,model_account_group,account.group_account_manager,1,1,1,1
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access_account_group,account.group,model_account_group,account.group_account_user,1,0,0,0
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