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Technical Name account_chart_update
Also available in version v 10.0 v 13.0 v 6.1 v 12.0 v 9.0 v 8.0 v 11.0 v 14.0 v 15.0
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Adds a wizard to update a company account chart from a chart template.

This is a pretty useful tool to update OpenERP installations after tax reforms on the official charts of accounts, or to apply fixes performed on the chart template.

The wizard:

  • Allows the user to compare a chart and a template showing differences on accounts, taxes, tax codes and fiscal positions.
  • It may create the new account, taxes, tax codes and fiscal positions detected on the template.
  • It can also update (overwrite) the accounts, taxes, tax codes and fiscal positions that got modified on the template.

The wizard lets the user select what kind of objects must be checked/updated, and whether old records must be checked for changes and updates. It will display all the accounts to be created / updated with some information about the detected differences, and allow the user to exclude records individually.

Any problem found while updating will be shown on the last step.

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