<a class="reference external image-reference" 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.svg"> </a> <a name="control-statement-visibility-based-on-groups"></a> <h2>Control Statement Visibility Based On Groups</h2> <p>This module add functionality to limit visibility of:</p> <ol class="arabic simple"> <li>Bank Statement based on <em>Allowed Groups on Bank Statement</em> setting on each journal</li> <li>Cash Register based on <em>Allowed Groups on Cash Register</em> setting on each journal</li> </ol> <p>This module also limit journal selection on:</p> <ol class="arabic simple"> <li>Bank Statement based on <em>Allowed Groups on Bank Statement</em> setting on each journal</li> <li>Cash Register based on <em>Allowed Groups on Cash Register</em> setting on each journal</li> </ol> <p>This feature would be handy if company has several bank or cash journal and has different user for each journal</p> <p><strong>CASE STUDY</strong></p> <p>Company A has 2 branches with seperate petty cash account. Each petty cash has it own user. Each user does not has authorization to see other cast register data.</p> <ol class="arabic simple"> <li>Create group (1) <em>Branch A</em>, and (2) <em>Branch B</em></li> <li>Assign <em>User A</em> into <em>Branch A</em> group and <em>User B</em> into <em>Branch B</em> group</li> </ol> <p>3. Open <em>Petty Cash Branch A</em> journal data. Select <em>Branch A</em> group into <em>Allowed Groups on Cash Register</em> 3. Open <em>Petty Cash Branch B</em> journal data. Select <em>Branch B</em> group into <em>Allowed Groups on Cash Register</em></p> <p>With Odoo default procedure Odoo implementor has to hack into Record Rules and/or modified/extend Cash Register/Bank Statement view.</p> <a name="installation"></a> <h3>Installation</h3> <p>To install this module, you need to:</p> <ol class="arabic simple"> <li>Clone the branch 8.0 of the repository <a class="reference external" href="https://github.com/OCA/bank-statement-reconcile">https://github.com/OCA/bank-statement-reconcile</a></li> <li>Add the path to this repository in your configuration (addons-path)</li> <li>Update the module list</li> <li>Go to menu <em>Setting -&gt; Modules -&gt; Local Modules</em></li> <li>Search For <em>Control Statement Visibility Based On Groups</em></li> <li>Install the module</li> </ol> <a name="configuration"></a> <h3>Configuration</h3> <p><strong>To configure bank statement visibility and bank statement journal selection, you need to:</strong></p> <ol class="arabic simple"> <li>Open journal data (with Bank type)</li> <li>Click on <em>Entry Controls</em> tab</li> <li>If you would like to limit visibility of bank statement with this journal, you have to give authorization to intended group(s) by selection them on <em>Allowed Groups on Bank Statement</em> field</li> </ol> <p>Note: Empty selection on <em>Allowed Groups on Bank Statement</em> will give default visibility according Odoo record rules</p> <p><strong>To configure cash register visibility and cash register journal selection, you need to:</strong></p> <ol class="arabic simple"> <li>Open journal data (with Cash type)</li> <li>Click on <em>Entry Controls</em> tab</li> <li>If you would like to limit visibility of cash register with this journal, you have to give authorization to intended group(s) by selection them on <em>Allowed Groups on Cash Register</em> field</li> </ol> <p>Note: Empty selection on <em>Allowed Groups on Bank Statement</em> will give default visibility according Odoo record rules</p> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/98/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-reconcile/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/bank-statement-reconcile/issues/new?body=module:%20account_statement_journal_visibility%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="images"></a> <h4>Images</h4> <ul class="simple"> <li>Odoo Community Association: <a class="reference external" href="https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg">Icon</a>.</li> </ul> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Andhitia Rama &lt;<a class="reference external" href="mailto:andhitia.r&#64;gmail.com">andhitia.r&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <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>This module is maintained by the OCA.</p> <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>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>