Change Analytic Account on Invoice Lines

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Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

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Change Analytic Account on Invoice Lines

Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping

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'S FUNCTIONS

Odoo forces you to cancel the journal entry and sever your payment (which is both dangerous and even forbidden in some countries) to adjust an analytic account.

CLUEDOO'S FUNCTIONS

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

MODULE +

Gives a tool to cost controller for editing the analytic accounting without any intervention on the classic bookkeeping.

BUSINESS CASE

Odoo almost fully automatizes the bookkeeping, which implies that a bookkeeping assistant can manage 90% of your records just by doing the daily functions (invoice, vendor bills, bank reconciliation). However, the analytic account/project are not always 100% reliable and the cost controller needs to review and correct them without changing anything in the bookkeeping.

CLUEDOO RECOMMENDATION

Install on 100% of your database using analytic accounting.

Recommendation/Best practice: Never cancel a journal entry and just use this module to correct your analytic account.

OUR FEATURES AS SOLUTIONS

Change analytic account on validate invoice

Analytic account changed automatically on journal

HOW TO USE THIS MODULE 

User: Admin & Advisor

Step 1:

Go to Invoicing -> Customer -> Invoices. Click Edit, then on the Invoice line click on the edit button next to the Analytic Account. 


Step 2:

Select the Analytic Account that you want to change, then click Confirm.


Step 3:

The change will be recorded on the messaging feature on the bottom of invoice.


Step 4:

The Analytic Account will also be changed automatically on the Journal.