account_move_change_financial_account

Account Move Change Financial Account

This module allows for the automatic changing of financial accounts in accounting move lines (account.move.line) based on predefined rules. This simplifies the application of specific accounting policies without the need for manually adjusting each accounting move.

Key Features:

1. Define financial account substitution rules through the account_account_financial_rule class.
2. Apply the substitution rules during the creation of new accounting moves (account.move).
3. Supports rules based on specific criteria, such as the partner involved in the transaction.

With the account_move_change_financial_account module, users can easily set up and apply custom financial rules, streamlining the accounting process and ensuring compliance with the company's accounting policies.

Table of contents

• Usage
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Usage

• Install the account_move_change_financial_account module.
• Navigate to the financial rules menu (Accounting > Configuration > Financial Rules) and create a new rule by defining the domain condition and the new financial account to be applied.
• When a new accounting move is created and meets the financial rule's domain condition, the financial account of the applicable lines will be automatically changed according to the rule.
• Review the accounting moves to ensure that the financial rules have been correctly applied.

Bug Tracker

Bugs are tracked on GitHub Issues. 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Escodoo

Contributors

• Escodoo:
  • Marcel Savegnago <[email protected]>

Maintainers

This module is part of the escodoo/account-addons project on GitHub.

You are welcome to contribute.