<h1 class="title">Web Search Date Range Account</h1> <p>This module extends the web_search_date_range module with date ranges related to accounting.</p> <p>It enables date filters that are bound to the fiscal year of the company.</p> <div class="contents topic" id="table-of-contents"> <p class="topic-title">Table of Contents</p> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#available-ranges" id="id3">Available Ranges</a></li> <li><a class="reference internal" href="#multi-company" id="id4">Multi-Company</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>The module uses the Fiscal Year settings to determine the fiscal year and trimester ranges.</p> <img alt="static/description/account_onboarding.png" src="static/description/account_onboarding.png" /> <img alt="static/description/account_onboarding_fiscal_period.png" src="static/description/account_onboarding_fiscal_period.png" /> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To add a filter to the search view of a model:</p> <ul class="simple"> <li>Go to: Settings / Technical / User Interface / Date Filters</li> </ul> <img alt="static/description/date_filters.png" src="static/description/date_filters.png" /> <ul class="simple"> <li>Refresh your page, then go to the list view of the model (i.e. Journal Items)</li> </ul> <img alt="static/description/invoice_list.png" src="static/description/invoice_list.png" /> <a name="available-ranges"></a> <h2><a class="toc-backref" href="#id3">Available Ranges</a></h2> <p>For now, the following filters are available.</p> <ul class="simple"> <li>Previous Trimester</li> <li>Current Trimester</li> <li>Next Trimester</li> <li>Previous Fiscal Year</li> <li>Current Fiscal Year</li> <li>Next Fiscal Year</li> </ul> <a name="multi-company"></a> <h2><a class="toc-backref" href="#id4">Multi-Company</a></h2> <p>The module works with multi-company.</p> <p>If you have subsidiaries with different account closing dates, the same filters will work for all. You will not need to recreate your dashboards for each subsidiary.</p> <a name="contributors"></a> <h2><a class="toc-backref" href="#id5">Contributors</a></h2> <ul class="simple"> <li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> </ul>