<h1 class="title">Accounting Subsequences per Fiscal Years</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/12.0/account_subsequence_fiscal_year"><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-12-0/account-financial-tools-12-0-account_subsequence_fiscal_year"><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/92/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of Accounting Odoo module, to generate custom sub sequences for accounting entries, if fiscal years are not &quot;classic&quot;. (ie: last day = 31 / last month = 12)</p> <p>without this module, in such cases (for example, for fiscal year from 01 April 2020 to 31 May 2021) accounting moves of the same fiscal year will not have the same numbering: Some entries will have <code>BILL/2020/</code> prefix and other will have <code>BILL/2021/</code>, that is not allowed in many countries.</p> <p>That modules fixes this problem.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ul class="simple"> <li>Add your users to the group 'Technical Settings / Show Full Accounting Features'</li> <li>Go to Invoicing &gt; Configuration / Settings</li> <li>configure your accounting settings</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_subsequence_fiscal_year/static/description/res_config_setting.png" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_subsequence_fiscal_year/static/description/res_config_setting.png" /> </div> <p>Depending on what you want, 3 options are available.</p> <p>Given the following example:</p> <ul class="simple"> <li>an account move with a date set to 2030-06-01</li> <li>a company set with <code>fiscalyear_last_day = 1</code> and <code>fiscalyear_last_month = 10</code></li> </ul> <ul class="simple"> <li>'empty' (default value): the subsequence will be created &quot;normaly&quot;, with <code>date_from = 2030-01-01</code> and <code>date_to = 2030-12-31</code></li> <li>'Based on Company Settings': the subsequence will be created depending on the values of <code>fiscalyear_last_day</code> and <code>fiscalyear_last_month</code>, so <code>date_from = 2029-10-01</code> and <code>date_to = 2030-09-30</code></li> <li>'Based on Fiscal Years Settings': the subsequence will be created with the values defined in the according fiscal year. Note that if no fiscal year is found, the generation will fail.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">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_subsequence_fiscal_year%0Aversion:%2012.0%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="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>GRAP</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Sylvain LE GAL &lt;<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/12.0/account_subsequence_fiscal_year">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>