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Import Multiple Journal Entries from CSV File | Import Multiple Journal Entries from Excel file

by
Odoo

$ 14.45

v 16.0 Third Party 68
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 319
Technical Name sh_import_journal_entry
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 319
Technical Name sh_import_journal_entry
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Community Enterprise Odoo.sh

Import Multiple Journal Entries from CSV/Excel file

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This module is used to import multiple journal entries from CSV/Excel files. We provide the option to import analytic tags and all related to analytic accounts with journal entries. You can import multiple entries in a single click!

video_btnHow it works? click here to watch video

Related Modules

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All In One Import
Advance
All In One Basic Import
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Hot Features

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Import Journal Entries
Import Analytic Tags & Accounts
Import From CSV/Excel

Features

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    • Easy to import journal entries from CSV or Excel files.
    • You can import multiple journal entries quickly.
    • You can import analytic accounts and tags with journal entries.
    • Easy to import customer by Name, Reference, Id. New

User Setting Enable group 'Import Journal Entries'.


Tick "Analytic Accounting Tags" & "Analytic Accounting" for import analytic accounts and tags with journal entries.


Import journal entries menu and tree view.


After clicking on the 'Import Journal Entries' one wizard will popup. Select a file type (CSV or Excel), accounting date, journal, company and upload the file, accounting date field that is used for your journal entry which has a same date.


After click to apply you see the success message of import.


As you can see the whole imported journal entries.


Imported records form view.


About Fields

Column Account Model Field Name Description Required
A Journal Entries (account.move) Unique Identification You can identify the same name Journal Entry by "Unique Identification" field. Yes
B Journal Entries (account.move) Reference You have to enter the Journal Entry reference number. No
C Journal Entries (account.move.line) Account You have to enter the Account Code. Yes
D Journal Entries (account.move.line) Partner Define the Partner name. No
E Journal Entries (account.move.line) Label You have to enter the Label. No
F Journal Entries (account.move.line) Analytic Tags Tags are separated by comma(,). You have to provide Analytic Tag here. No
G Journal Entries (account.move.line) Debit You have to enter the Debit Amount here. No
H Journal Entries (account.move.line) Credit You have to enter the Credit Amount here. No
I Journal Entries (account.move.line) Tax Grids Taxes are separated by comma(,). You have to provide tax here. No

General Notes:

1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

2) Don't change the sample sheet column sequence.

3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
Watch Video


Your CSV file format must be like this.


Your Excel file format must be like this.


Import journal entries menu and tree view.


Select a customer by (Reference) in the import journal entries wizard.

Version 16.0.3 | Released on : 21st March 2024

Fixed Minor Bug Fixed.

Version 16.0.2 | Released on : 11th August 2023

New Helpdesk Whatsapp Feature Added.

Version 16.0.1 | Released on : 28thOctober 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • No, you don't need to install addition libraries.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, We do not provide any kind of exchange.

Multi-Languages

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We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French
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Odoo Proprietary License v1.0

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ODOO 16 ANALYTIC DISTRIBUTION ????
by
Allan E. Ramirez M.
on 5/3/24, 11:00 PM Confirmed Purchase

Hello, in version 16, how to import an invoice with an analytical distribution for several plans and several accounts?

Re: ODOO 16 ANALYTIC DISTRIBUTION ????
by
Softhealer Technologies
on 5/6/24, 6:01 AM Author

Hello,

I hope you are doing well!


Yes, you can import Analytic Distribution.


If you have any doubts then feel free to contact us at support@softhealer.com


Thank you.