Parent Account (Chart of Account Hierarchy)by Omal Bastin / O4ODOO http://o4odoo.com
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Account Parent V16
Chart of Account Tree View
New Features Added!
- New filter 'Display Accounts' added
- New Hierarchical report based on account type added
- Demo URL: https://ap.o4odoo.com/
- Login: demo
- Password: demo
- After installing the account parent module go to the user configuration menu and activate the security group Show Chart of Account Structure.
- Under Reporting menu now you can see Chart of Account Hierarchy menu. Then open the Chart of Accounts menu under accounting configuration, open one account you can see a new field Parent Account, if you map the parent properly you can achieve the tree structure.
- We provide an example for configuring parent account and to show in the tree view. First create a view account.
- Map the parent account to sub parent accounts and then to its sub accounts.
- After the structure configuration is complete, you can Open the chart of Account Hierarchy. Set the Targeted moves or other filters available and click Open Charts
Now you can see a tree structure for the accounts we configured, if you configured all you will get full structure.
- Select "All Posted Entries" if you want to get the hierarchy view of all accounts with posted journal entries only
- Select "All Entries" if you want to get the hierarchy view of all accounts
- Select "All" to get full hierarchy view. That is all accounts having with or without movements will be there in the hierarchy view.
- Select "With movements" for getting the hierachy view of accounts having journal entries
Hierarchy based on
- Select "Accounts" to get hierarchy view based on account
- Select "Account Type" for getting the hierachy view based on account internal types
Show Initial Balance
- If "Show Initial Balance"is checked you will get initial balance of all accounts in hierarchy view
Report Hierarchy Based On Accounts
Report Hierarchy Based On Account Type
Click on the arrow to expand the chart and click on the account name to view the related journal
You will be able to export the hierarchical view in pdf and xls formats.
Please take a backup of your database before installing this module for your safety
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