$ 15.95
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 256 |
Technical Name |
xf_account_team |
License | OPL-1 |
Website | https://xfanis.dev/odoo.html |
Versions | 13.0 15.0 16.0 14.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 256 |
Technical Name |
xf_account_team |
License | OPL-1 |
Website | https://xfanis.dev/odoo.html |
Versions | 13.0 15.0 16.0 14.0 |
Accounting Teams and Access Groups
Key Features:
- Each user in the Billing Administrator group can create teams and add members to separate access.
- The module allows restricting access for journals, invoices, journal entries and items based on accounting team.
- The multi-company features of the Odoo System is supported. You can create different teams for each entity of your organization.
How it works:
After installing the module, Billing Administrator can create a new accounting team and add members.
Accounting Teams Menuitem
Accounting Team Form
Accounting Teams List
After creating accounting teams you can select allowed teams in journal settings:
User can see and select only allowed journals in any dropdown menu during creating invoices and journal entries.
Records visibility:
User can see/edit invoices, journal entries and items posted in allowed journals only.
For example accounts payable accountant does not see customer invoices:
But accounts receivable accountant can see all customer invoices:
Also users can see only allowed journal entries based on team access:
If accountant does not have access to at least one sales journal, he/she is not able to create customer invoice:
Also if user does not have access to at least one purchase journal, he/she is not able to create vendor bills:
Please note that all restrictions are applicable only for regular accountants. The invoicing module administrators have no access restrictions and can/edit all records.
Also please keep in mind, that you can create different teams for different companies, if you use multi-company feature of Odoo.
In that way you can control who can see particular invoices and entries and who cannot. This module will help you hide important information from unnecessary people.
Email: xfanis.dev@gmail.com
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Access to Money Journals
What happens if a user has access to customer invoices and vendor bills but does not have access to bank or cash accounts? Can they still register payments for both customer invoices and vendor bills?
Thank you.
Re: Access to Money Journals
Hello Roberto.
Sorry for late answer.
Thanks for your interest and contacting me.
If user has no access to bank or cash journal, he/she can not register a payment.