Author: |
Tecnativa,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
10.0-imp-credit-control-dro |
Repository: |
acsone/account-financial-tools |
Dependencies: |
account |
Languages: |
HTML (374, 48.9%),
PO File (114, 14.9%),
Python (129, 16.9%),
XML (71, 9.3%),
and
reStructuredText (77, 10.1%) |
Other branches: |
10.0,
10.0-abi_master,
10.0-account_credit_control_invoices_drt,
10.0-asset-cpi,
10.0-bck-account_lock_to_date-dro,
10.0-cla_master,
10.0-fix-account_asset_management_error_result-dro,
10.0-fix-account_permanent_lock-dro,
10.0-fix_account_asset_management,
10.0-fix_account_move_fiscal_month-bwi,
10.0-ftd_master,
10.0-lns_master,
10.0-oba_master,
10.0-reverse_locked_move,
10.0-wip_master,
and
bai_fix_asset_report_children |
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<h1 class="title">Groups for accounts</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/10.0/account_group"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-10-0/account-financial-tools-10-0-account_group"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This modules brings to version 10 the account group feature from v11.</p>
<p>It also includes a level field for indicating the level depth of the account
group.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>If you have already the chart of accounts loaded on your company, you will
need to update it through the module <cite>account_chart_update</cite>. Follow the
instructions on that module for that.</p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>To configure account groups, you need to:</p>
<ol class="arabic simple">
<li>Be "Account / Adviser" role.</li>
<li>Go to <em>Invoicing/Accounting > Configuration > Accounting > Accounts Groups</em>.</li>
<li>Create or modify existing groups.</li>
</ol>
<p>For assigning groups to account templates, you have to:</p>
<ol class="arabic simple">
<li>Set the group on your account chart module or extension.</li>
<li>Or develop/create UI access.</li>
</ol>
<p>When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<p>For assigning groups to accounts:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Adviser > Chart of Accounts</em>.</li>
<li>Edit one account and set "Group" field.</li>
</ol>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>This module shouldn't be migrated to v11, as it's a native feature.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_group%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/10.0/account_group">OCA/account-financial-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>