Account Analytic Spread by Tag
by Miquel Alzanillas (APSL-Nagarro) https://github.com/OCA/account-analytic , Odoo Community Association (OCA) https://github.com/OCA/account-analytic| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 441 |
| Technical Name |
account_analytic_spread_by_tag |
| License | AGPL-3 |
| Website | https://github.com/OCA/account-analytic |
Account Analytic Spread by Tag
This module distributes the amount of the accounting entry among all the analytical accounts that share the same analytical tag. This module is particularly useful for managing costs in projects, departments, or any other analytic dimensions.
Table of contents
Configuration
- Configuration Before using the module, you need to configure the Analytic Tags and Analytic Accounts.
Analytic Tags: Go to Accounting > Configuration > Analytic Accounting > Analytic Tags. Create a new tag a enable ‘Spread analytic amounts’. Include or exclude analytic account while spreading setting filter in the same view.
Analytic Accounts: Go to Accounting > Configuration > Analytic Accounting > Analytic Accounts. Create new accounts as needed and set tags mapping field.
Usage
Usage
- When creating an invoice or a move line, you can assign Analytic Tags to each invoice line. These tags will be used to distribute the cost of the line across the associated Analytic Accounts.
Go to Accounting > Customers > Invoices. Click on “Create” to create a new invoice.
In the invoice lines, select the product, enter the quantity and price, and set an analytic tags preconfigurated for spreading.
- Posting the invoice or move, the module will automatically create analytic lines for each invoice line based on the associated analytic tags.
Click on “Post” to post the invoice.
- Go to Accounting > Analytic Accounting > Analytic Items to see the created analytic lines.
Cancelling the invoice the module will automatically delete the associated analytic lines.
- Go to the invoice and click on “Action” > “Cancel”. The associated analytic lines will be deleted.
Known issues / Roadmap
- Add more formulas to spread amounts into analytic account spreading filters configuration.
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 to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Miquel Alzanillas (APSL-Nagarro)
Contributors
- APSL-Nagarro :
- Miquel Alzanillas
- Antoni Marroig <amarroig@apsl.net>
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/account-analytic project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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