Ledger Account Hierarchy
Add the hierarchy view as generic on any field which has the notion of parent (and so notion of hierarchy), like Account Group
Ledger Account Hierarchy
Add the hierarchy view as generic on any field which has the notion of parent (and so notion of hierarchy), like Account Group
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Since Version 11, Odoo has not provided a straightforward and generic method for accessing a hierarchical view.
CLUEDOO'S FUNCTIONS
Cluedoo introduces a generic hierarchy view that can be activated on any view, whether it's a list or a form view. This feature allows you to create a structured hierarchy view for any field that incorporates the concept of a parent, and therefore, hierarchy.
MODULE +
Opting for a generic approach allows for the application of this feature in classic views like the Chart of Accounts (CoA), Chart of Analytic Accounts, and product category structures. Moreover, it can be employed in any view where a hierarchical representation is desired.
BUSINESS CASE
In order to have control of a project, having a Chart of Analytic Accounts is essential for analyzing the project at the top level and subsequently delving into a more detailed analysis through sub-levels of the project.
CLUEDOO RECOMMENDATION
Installation: 100% of the database.
Recommendation / Best practice: Exercise caution when filtering to obtain only the general tree. Additionally, develop the habit of refraining from placing records on a parent, even if Odoo does not explicitly prevent such entries at all times.
OUR FEATURES AS SOLUTIONS
View your accounts with a generic hierarchy view.
HOW TO USE THIS MODULE
Analytic Account
1.
Go to Accounting → Analytic Accounts. Create a parent Analytic Account.
2.
You can also view your Chart of Analytic Account structure on Hierarchy View.
3.
While using the tree view, you can see the Name and Full Name of analytic accounts.
Accounts
1.
Go to Chart of Accounts. On the tree view you can view account types.
2.
In the hierarchy view, you can also visualize the structure of accounts.
