Change Analytic Account on Invoice Lines
Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping
Change Analytic Account on Invoice Lines
Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping
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.
