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account_ux
<a class="reference external image-reference" href="https://www.gnu.org/licenses/agpl"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a>
<a name="account-ux"></a>
<h2>Account UX</h2>
<p>Several Improvements to accounting:</p>
<ol class="arabic simple">
<li>Fixed taxes not being recomputed when changing invoice.</li>
<li>Improove partner ledger usability</li>
<li>Make subtotal included / excluded optional and not related to tax b2b/b2c</li>
<li>Reconcile on company currency if account don't have a currency and country is Argentina (if any other country need this it should make a PR and add itself)</li>
<li>If user sets and account of a liquidity type and previous type was not liquidity and not reconcilable, recompute amounts residual because they are used on liquidity accounts</li>
<li>On invoice validation check that user hasn't delete any "automatic" tax from invoice</li>
<li>Add reconciliations menu on accounting (only with debug mode)</li>
<li>Add debit and credit card payment methods</li>
<li>For inbound debit and credit payments, allow to configure days for collection. This will be used to set maturity date of related journal entries</li>
<li>Add online payment method on journals</li>
<li>Add link between payment acquirer and journals</li>
<li>On payments back to draft clean "move_name" field to allow unlink of payments (TODO, this could be parametrizable)</li>
<li>Fix the balance of the "journals" in the accounting table, so that it shows the value of the column "to pay" not "total" as it does until now.</li>
<li>On cancelling reconciliation from statement lines, clean move_name to allow reconciling with new line.</li>
<li>Add send email button on bank statement lines to confirm payment to customers.</li>
<li>Add journal items menu item menu on reports with tree, grahp and pivot views (no debug mode required)</li>
<li>Add on move lines a button to open related documents</li>
<li>On journal entries make date_maturity always visible on the journal items</li>
<li>Add a button on statemens (only with on dev mode) to cancell all statement lines</li>
<li>Add on journal items availability to search and group by analytic account and to search by analytic tags</li>
<li>Add by default, when creating invoices manually, actual partner is choose, with this module the partner salesperson will be choosen. It also choose the salesperson when creating invoices from stock.picking</li>
<li>Make origin always visible on invoices. By default odoo only make it visible when it has a value. The issue is that a user can delete the value but can't restore it again. We also think is a good idea to make it editable in case you want to link a manual invoice to, for eg, a sale order</li>
<li>Agregamos opción para que al cancelar conciliaciones con asiento de ajuste de diferencia de cambio, este último, en vez de revertirse, se borre. Esto además permite desconciliar en casos donde por defecto no se pueda (esto es un bug). Para activar este borrado se debe crear parámetro "delete_exchange_rate_entry" con valor "True"</li>
<li>Adds possibility of filtering and grouping by company on invoices.</li>
<li>Add the field "last time entries checked" with tecnical features in partner view.</li>
<li>Add invoice reference as optional on tree view</li>
<li>Adds a wizard to add manual taxes on invoices without. Needing such taxes to be added in each of the invoice lines.</li>
<li>add delete number in cancelled customer invoices</li>
<li>Add options on accounts and account types to make analytic tags required on journal entries posting</li>
<li>Adds to group by journal on invoices.</li>
<li>Adds a button "Match Payments" in the customer & suppliers form view to allow to start the matching of invoices & payments for that partner.</li>
<li>Do not allow to set same Company Currency on Journals or Accounts (enforce to keep empty if that is the cases)</li>
<li>Add quick search by this/last year/month on journal entries</li>
<li>Add visible to group account invoice the field "Journal" in account invoice form.</li>
<li>On accounts only allow to choose account groups without children groups (last group on the hierarchy).</li>
<li>DISABLED, REMOVE IF NO NEEDED: Disable currency change when journal is changed</li>
<li>Allow to set more than one default tax for sales/purchases, useful for multicompany but also for perceptions or similar tax applied together with vat's.</li>
<li>Add internal notes on invoices (account.move) to be used later by sales / pickings</li>
<li>Show the "Reversal of" field always, like the origin field, not matter if the field is set or not or the type of account.move.</li>
<li>Add filter by vat in the partners list views.</li>
<li>Allow to disable the hash in the journal to restrict entries deletion.</li>
<li>This replace original odoo wizard for changing currency on an invoice with serveral improvements:<ul>
<li>Preview and allow to change the rate thats is going to be used.</li>
<li>Log the currency change on the chatter.</li>
<li>Add this functionality to supplier invoices.</li>
<li>Change currency wizard only works when multi currency is activated</li>
<li>In order to see the change button in the invoice we should be added to the "Technical Settings / Show Full Accounting Features" group</li>
<li>We can restrict the change of the currency for a group of users by adding them to "Restrict Change Invoice Currency Exchange" group</li>
</ul>
</li>
<li>Add constraint invoice-journal-type to let the user create sales/purchase invoices exclusively in the respectives sales/purchase journals:</li>
<li>Add amount_total and amount_untaxed in the invoice tree view as optional and hide fields</li>
<li>Add new filter 'Without resiual' on partner ledger</li>
<li>Make Debit Note Origin field visible and editable by the user in the account.move form view. This will help to link new debit notes with the original invoice when this ones were not created from invoices "Add Debit Note" action button directly.</li>
</ol>
<a name="installation"></a>
<h3>Installation</h3>
<p>To install this module, you need to:</p>
<ol class="arabic simple">
<li>Just install this module.</li>
</ol>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>No configuration nedeed.</li>
</ol>
<a name="usage"></a>
<h3>Usage</h3>
<a class="reference external image-reference" href="http://runbot.adhoc.com.ar/"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/ingadhoc/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 feedback.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="images"></a>
<h4>Images</h4>
<ul class="simple">
<li>ADHOC SA <img alt="icon" src="https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png" /></li>
</ul>
<a name="contributors"></a>
<h4>Contributors</h4>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<p><a class="reference external" href="https://www.adhoc.com.ar"><img alt="ADHOC SA" src="https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png" /></a></p>
<p>This module is maintained by the ADHOC SA.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://www.adhoc.com.ar">https://www.adhoc.com.ar</a>.</p>