Invoice Line Account Change

Change ledger account on validated customer invoice lines

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    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.