Journal Item Drilldown

Group journal items by the first 2 account group levels

Technical Name:
account_move_line_drilldown
Version:
12.0
License:
Author:
Opener B.V.
  • Odoo Version

Journal Item Drilldown

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

This module allows the Billing Manager to navigate the amounts in the chart of accounts across the first two levels of the account group hierarchy plus the account level.

Table of contents

Installation

To allow the user to browse through the first two levels of the chart of account codes, this module adds two dedicated columns to the journal item table to store top level, and the top - 1 level of the account group hierarchy that the journal item belongs to. The columns are populated automatically during the installation of the module. The installation will take about 2 minutes for every million move lines in your database.

Configuration

In order to enable the pseudohierachy that this module exposes in its move line pivot view, you need to configure the account group on all accounts in your chart of accounts.

Usage

Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse journal items across the first two levels of the account group hierarchy plus the account level.

By default, you will get a pivot view with the three levels expanded:

journal Item Drilldown pivot view

The three levels are: the top level of the account.group hierarchy, the top - 1 level of the account.group hierarchy, and the account itself. You can easily collapse a level by deselecting them in the Group By dropdown in the search bar.

You can also browse the journal items by switching to the tree view and click through the grouping levels in that view.

journal Item Drilldown tree view

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

  • Opener B.V.

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.

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.

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