$ 154.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 7720 |
| Technical Name |
viin_document_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_account |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 7720 |
| Technical Name |
viin_document_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_account |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Demo video: Documents - Accounting
Problem
In the process of accounting, you have a lot of documents that need to be scanned and attached to the system but cannot be categorized into each specific category. For example, vendor bills, customer invoices, receipts, etc.
Solution
- Document Management app will help you manage accounting-related documents on the system.
- This app generates the following data: Workspaces, Tags, Actions, Teams/Groups, and Document Generation Rules.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_account.
- Press Install.
How to use
Instruction video: Documents - Accounting
Default data
After installing, the system will auto-create the following data:
- Actions: The Move to Customer Invoice, Mark to Vendor Bill actions along with the corresponding action type (Add/replace tags).
- Teams: The Accounting team is auto-created allowing you to give a group of users who don't have the Accounting access right the permission to view the related document.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Accounting workspace is auto-created to contain the accounting-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in accounting as well as the default access rights for the accounting access rights groups.
Note: You can create other document generation rules as well.
How it works
Step 1: Upload documents onto the system
Go to the invoice view. E.g. Access a customer invoice by navigating to Accounting > Customers > Invoices, select an invoice to attach a document. On the chatter section, select the Pin icon and press Add attachments to attach the invoice it can be a pdf file, docs, images, etc.
You can learn more detail about this by referring to the Upload documents from chatter section.
Step 2: Check the attached document
After you attach the documents to the invoice, enter the Documents app, select the Accounting workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
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