Installation

If you have already the chart of accounts loaded on your company, you will need to update it through the module account_chart_update. Follow the instructions on that module for that.

Configuration

To configure account groups, you need to:

1. Be "Account / Adviser" role.
2. Go to Invoicing/Accounting > Configuration > Accounting > Accounts Groups.
3. Create or modify existing groups.

For assigning groups to account templates, you have to:

1. Set the group on your account chart module or extension.
2. Or develop/create UI access.

When you have groups on your account templates, you can load a chart template for a new company, and they will be transferred to created accounts.

Usage

For assigning groups to accounts:

1. Go to Invoicing > Adviser > Chart of Accounts.
2. Edit one account and set "Group" field.

Known issues / Roadmap

• This module shouldn't be migrated to v11, as it's a native feature.

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

Maintainers

This module is maintained by the OCA.

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.

This module is part of the OCA/account-financial-tools project on GitHub.

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