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Propagate account reconcile model in companies with same chart template

Project description

Alpha License: LGPL-3 OCA/multi-company Translate me on Weblate Try me on Runboat

Module for a multi-company environment. This module allows for the propagation of reconciliation models to be shared across all companies in the database.

Table of contents

Configuration

To configure this module, you need to:

  1. User must have group “Show Full Accounting Features”.

  2. User need to be granted access to other companies that share the same Chart of Accounts.

Usage

  1. Go to Invoicing > Settings > Conciliation Models

  2. Create a new conciliation model.

  3. Click on “Propagate to companies”.

Points to consider:

  1. If it is propagated and there is no reconciliation model with the same name in another company, with the same chart of accounts (i.e., the country’s chart of accounts), it creates one with the same values except for the journal.

  2. If the account and tax codes of the lines are located by code or name, they will also be propagated.

  3. If it is propagated and there is a reconciliation model with the same name in another company that shares the chart of accounts, it will replace (NOT duplicate) the values except for the journal. It will also propagate the account and tax codes of the lines if they are located by code or name, respectively.

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

EmilioPascual

This module is part of the OCA/multi-company project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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