Invoice Line Account Change

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Change ledger account on validated customer invoice lines

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    Invoice Line Account Change

    Change ledger account on validated customer invoice lines

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      Odoo forces to cancel the journal entry and unreconcile your payment - which is both dangerous and even forbidden in some countries - just to adjust some ledger account.

      CLUEDOO BEHAVIOR

      Your accountant expert / adviser has the possibility to adjust the ledger account of an invoice line without any other modification in your bookkeeping (no need to cancel entries or payment) which is much safer.

      MODULE +

      With this module, adding one button "Change" used for changing Account in Customer Invoices Lines, when the customer invoice status is paid and already has journal, we can change with this button.

      BUSINESS CASE

      Odoo almost fully automatize the bookkeeping, which implies that a bookkeeping assistant can manage 90% of your records just by doing the daily job (invoice, vendor bills, bank reconciliation). However, the main risk for a bookkeeping assistant is to miss some accounting specificity and no choose the required ledger account. before the closing, the CPA accountant will review the transactions and adjust the one with wrong ledger accounts.

      CLUEDOO RECOMMENDATION

      Installation : 100% of the database.

      Recommendation / Best practice : never cancel a journal entry but just use this module to orrect your bookkeeping.

      HOW TO USE THIS MODULES ?

      User: Admin & Advisor

      Step 1:

      Go to Accounting → Customer → Invoices. Click Edit, then on Invoice lines click change account button.


      Step 2:

      Select the account you want to change on To Account, then click confirm.


      Step 3:

      The changes will be recorded on message on the bottom of invoice.


      Step 4:

      Account also changed automatically on Journal.