Link deferred JE/JI to original invoice/bill
Link deferred JE/JI to original invoice/bill
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo, when an invoice or bill has deferred revenue or expense entries, the deferred journal entries (JE) include a smart button called Related Sale(s), which links back to the original invoice or bill. Additionally, there is a field Original Invoices, which allows grouping journal entries by their source invoice or bill. However, this field is many2many, making it less structured for direct one-to-one tracing. Furthermore, in Journal Items (JI), there is no way to group by the original invoice or bill, limiting the ability to analyze deferred accounting at a more granular level.
CLUEDOO BEHAVIOR
Cluedoo improves Odoo’s traceability by introducing a new many2one field - Original Move in deferred Journal Entries (JE) and Journal Items (JI). This field provides a direct, structured reference to the originating invoice or bill, allowing for clearer backward traceability. With this enhancement, users can now easily track the source of deferred transactions at both the journal entry and journal item levels, enabling better financial analysis and grouping.
CLUEDOO RECOMMENDATION
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OUR FEATURES AS SOLUTIONS
Link deferred JE/JI to original invoice/bill
HOW TO USE THIS MODULE
1. Create an invoice/bill and fill in the necessary information > Confirm > Deferred Entries will be generated |
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2. Click on one of the deferred entries > Under the Accounting documents tab, you will see the Journal Entry > We have a field Orginal Move in the journal entry that links to the original invoice |
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3. In Deferred Entries, we can group them by Original Move |
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4. We can group by Original Move for Journal Items as well |
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