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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.
465 lines
14 KiB
HTML
465 lines
14 KiB
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</head>
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<body>
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<div class="document" id="groups-for-accounts">
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<h1 class="title">Groups for accounts</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/10.0/account_group"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-10-0/account-financial-tools-10-0-account_group"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This modules brings to version 10 the account group feature from v11.</p>
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<p>It also includes a level field for indicating the level depth of the account
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group.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#id1">Installation</a></h1>
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<p>If you have already the chart of accounts loaded on your company, you will
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need to update it through the module <cite>account_chart_update</cite>. Follow the
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instructions on that module for that.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
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<p>To configure account groups, you need to:</p>
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<ol class="arabic simple">
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<li>Be “Account / Adviser” role.</li>
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<li>Go to <em>Invoicing/Accounting > Configuration > Accounting > Accounts Groups</em>.</li>
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<li>Create or modify existing groups.</li>
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</ol>
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<p>For assigning groups to account templates, you have to:</p>
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<ol class="arabic simple">
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<li>Set the group on your account chart module or extension.</li>
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<li>Or develop/create UI access.</li>
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</ol>
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<p>When you have groups on your account templates, you can load a chart template
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for a new company, and they will be transferred to created accounts.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id3">Usage</a></h1>
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<p>For assigning groups to accounts:</p>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Adviser > Chart of Accounts</em>.</li>
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<li>Edit one account and set “Group” field.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>This module shouldn’t be migrated to v11, as it’s a native feature.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id5">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_group%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id6">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id7">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id8">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Pedro M. Baeza</li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/10.0/account_group">OCA/account-financial-tools</a> project on GitHub.</p>
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||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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||
</div>
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||
</div>
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||
</div>
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||
</body>
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