Parent Account (Chart of Account Hierarchy)

by
Odoo 7

26.58

v 14.0 Third Party 469
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 1488
Technical Name account_parent
LicenseOPL-1
Websitehttp://o4odoo.com
Versions 9.0 10.0 12.0 14.0 16.0 13.0 17.0 11.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 1488
Technical Name account_parent
LicenseOPL-1
Websitehttp://o4odoo.com
Versions 9.0 10.0 12.0 14.0 16.0 13.0 17.0 11.0 15.0

Account Parent V14



Chart of Account Tree View

New Features Added!




  • New filter 'Display Accounts' added
  • New Hierarchical report based on account type added

  • Demo URL: https://accountparent.o4odoo.com/
  • Login: demo
  • Password: demo

Configuration



  • After installing the account parent module go to the user configuration menu. Enable the Show Full Accounting Features and Show Chart of Account Structure.Refer the below image.






  • Under Accounting menu now you can see Chart of Account Hierarchy menu. Then open the Chart of Accounts menu under accounting configuration, open one account you can see a new field Parent Account, if you map the parent properly you can achieve the tree structure.


  • We provide an example for configuring parent account and to show in the tree view. First create a view account.

  • Map the parent account to sub parent accounts and then to its sub accounts.

  • After the structure configuration is complete, you can Open the chart of Account Hierarchy. Set the Targeted moves or other filters available and click Open Charts


Now you can see a tree structure for the accounts we configured, if you configured all you will get full structure.

Features

Target Moves


  • Select "All Posted Entries" if you want to get the hierarchy view of all accounts with posted journal entries only
  • Select "All Entries" if you want to get the hierarchy view of all accounts

Display Accounts


  • Select "All" to get full hierarchy view. That is all accounts having with or without movements will be there in the hierarchy view.
  • Select "With movements" for getting the hierachy view of accounts having journal entries

Hierarchy based on


  • Select "Accounts" to get hierarchy view based on account
  • Select "Account Type" for getting the hierachy view based on account internal types

Show Initial Balance


  • If "Show Initial Balance"is checked you will get initial balance of all accounts in hierarchy view




Report Hierarchy Based On Accounts




Report Hierarchy Based On Account Type




Click on the arrow to expand the chart and click on the account name to view the related journal


Reports

You will be able to export the hierarchical view in pdf and xls formats.



Attention

Please take a backup of your database before installing this module for your safety


Our Products & Services

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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Demo/Live preview not working
by
gianluca milano
on 4/3/22, 4:41 AM

Hi,

would you please restore the demo?

At the moment there is no database available.


Regards

Re: Demo/Live preview not working
by
O4ODOO
on 4/3/22, 5:18 AM Author

Thank you for notifying the issue. The new url is https://ap.o4odoo.com


It can support Enterprise Odoo 14?
by
Muhammad Sufyan
on 8/21/21, 3:27 AM



by
Shahid Nawab
on 5/25/21, 4:20 AM Confirmed Purchase

I am facing below error

Traceback:

Error: QWeb2: Template 'coaReports.buttons' not found

    at Object.exception (https://app.alrubaishi.com/web/content/1741-71cda24/web.assets_common.js:4384:7)

    at Engine._render (https://app.alrubaishi.com/web/content/1741-71cda24/web.assets_common.js:4429:103)

    at Engine.render (https://app.alrubaishi.com/web/content/1741-71cda24/web.assets_common.js:4425:151)

    at Class.renderButtons (https://app.alrubaishi.com/web/content/1742-8f32975/web.assets_backend.js:6348:176)

    at Class.get_html (https://app.alrubaishi.com/web/content/1742-8f32975/web.assets_backend.js:6347:483)

    at async Promise.all (index 1)

Re:
by
O4ODOO
on 5/26/21, 7:24 AM Author

Usually this kind of error happends when the erp is not loaded correctly. Could you please provide anydesk access  so that i can check. You can email me omalbasin@gmail.com


Is this app compitable with EE?
by
Turkesh Patel
on 11/25/20, 4:02 AM



by
samer sarhan
on 11/15/20, 8:49 AM Confirmed Purchase

this module is not working on odoo14, please help 

1.I can not see the parent account field inside the account page.

2.When creating account type with type view is not showing in the types.