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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.
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490 B
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14 lines
490 B
ReStructuredText
To configure account groups, you need to:
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#. Be "Account / Adviser" role.
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#. Go to *Invoicing/Accounting > Configuration > Accounting > Accounts Groups*.
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#. Create or modify existing groups.
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For assigning groups to account templates, you have to:
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#. Set the group on your account chart module or extension.
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#. Or develop/create UI access.
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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.
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