Account - improvements
Accounting workflow improvements: combine draft invoices or bills, block direct postings on selected accounts, per-company invoice text and extra posting validations.
What you get
- Combine invoices/bills - a wizard (launched from the invoice, credit note, bill and refund list views) copies the lines of selected draft documents into a chosen destination document, inserting a section header per origin, and cancels the source documents
- Block direct entries - a toggle on each account; posting an invoice or bill with lines on a blocked account is refused with a list of the offending account codes
- Posting validations - blocks posting documents with empty product lines (they break Peppol/EDI export), storable product lines not linked to a purchase order line (bills) or sales order line (invoices), and customer invoices with multi-line payment terms
- Company invoice text - a translatable text configured on the company is automatically set on customer invoices and credit notes in the customer's language
- Smaller helpers - 'remove all lines' button on draft documents, account recomputation when the fiscal position changes, stored product category and partner country columns on journal items, and change tracking on partner fiscal position / payment term fields
Configuration and use
Configure the invoice text on the company form ('Order / Invoice text' tab) and enable 'Block Direct Entries' on the accounts you want to protect. Validations run automatically when posting.
To merge documents, select several draft invoices or bills of the same partner, currency and company in the list view and click the combine button in the header.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) |
| Lines of code | 444 |
| Technical Name |
rlbooks_imp_account |
| License | OPL-1 |
| Website | https://www.rlsd.dk/ |
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