Account Move Template

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runboat

The user can configure journal entries templates, useful for recurring entries. The amount of each template line can be computed (through python code) or kept as user input.

If user input, when using the template, user has to fill the amount of every input lines.

The journal entry form allows lo load, through a wizard, the template to use and the amounts to fill.

Notable features:

This module enhance the capability of module account_move_template with following features,

  1. Optional account for negative amount.

    When the Journal entry is created, and credit/debit is negative value, change debit/credit side and use the opt_account_id

  2. Allow overwrite move line values with overwrite dict.

    Normally, the journal items created by the template will require user input on wizard. This feature allow passing the overwrite values with a dictionary. This is particularly useful when the wizard is called by code.

    Sample of dictionary to overwrite move lines:

    {'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
 'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }

Table of contents

Usage

To create new templates:

  1. Make sure that you have flagged Show Full Accounting Features on your user, and that the user belongs to the Billing Manager group.
  2. Go to Invoicing / Configuration / Accounting / Journal Entry Templates and define there your templates. You can choose to complete a line using a defined formula, based on other lines, or by requiring user input.

To use an existing template:

  1. Go to Invoicing / Accounting / Miscellaneous / Create Entry from Template
  2. Select one of the available templates.
  3. As option, you can overwrite output lines with dict, i.e., {“L1”: {“partner”: 1}}
  4. Complete the entries according to the template and click on the button Generate Journal Entry.

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

  • Agile Business Group
  • Aurium Technologies
  • Vauxoo
  • ForgeFlow
  • Akretion

Contributors

Module Authors

Module Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/account-financial-tools project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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