Account Move Template

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

The user can configure journal entries templates, useful for recurring entries. The amount of each template line can be computed (through python code) or kept as user input.

If user input, when using the template, user has to fill the amount of every input lines.

The journal entry form allows lo load, through a wizard, the template to use and the amounts to fill.

Table of contents

Usage

To create new templates:

  1. Make sure that you have flagged Show Full Accounting Features in your user, and that the user has belongs to the Billing Manager group.
  2. Go to Invoicing / Configuration / Accounting / Journal Templates and define there your template. You can choose to complete a line using a defined formula, based on other lines, or by requiring the user input.

To use an existing template:

  1. Go to Invoicing / Adviser / Accounting Entries / Create Journal Entry from Template
  2. Select one of the available templates and optionally a partner.
  3. Complete the entries according to the template and press Load

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Agile Business Group
  • Aurium Technologies
  • Vauxoo
  • Eficent

Contributors

Authors

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/account-financial-tools project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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