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account-financial-tools/account_move_template
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models [12.0] account_financial_tools: Lint fixing 2023-06-05 11:29:47 +02:00
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security [MIG] account_move_template from v11 to v12 (full re-write) 2023-06-05 11:29:47 +02:00
static/description [UPD] README.rst 2023-06-05 11:29:47 +02:00
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__init__.py update menu entries, small fixes and updated readme structure. 2023-06-05 11:29:47 +02:00
__manifest__.py [12.0] account_financial_tools: Lint fixing 2023-06-05 11:29:47 +02:00
README.rst [UPD] README.rst 2023-06-05 11:29:47 +02:00

=====================
Account Move Template
=====================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: OCA/account-financial-tools
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|badge1| |badge2| |badge3| |badge4| |badge5| 

The user can configure journal entries templates, useful for recurring entries.
The amount of each template line can be computed (through python code)
or kept as user input.

If user input, when using the template, user has to fill
the amount of every input lines.

The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.

**Table of contents**

.. contents::
   :local:

Usage
=====

To create new templates:

#. Make sure that you have flagged *Show Full Accounting Features* on your
   user, and that the user belongs to the *Billing Manager* group.
#. Go to *Invoicing / Configuration / Accounting / Journal Entry Templates* and
   define there your templates. You can choose to complete a line using a
   defined formula, based on other lines, or by requiring user input.

To use an existing template:

#. Go to *Invoicing / Accounting / Accounting Entries / Create Entry from Template*
#. Select one of the available templates.
#. Complete the entries according to the template and click on the button *Generate Journal Entry*.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Agile Business Group
* Aurium Technologies
* Vauxoo
* Eficent
* Akretion

Contributors
~~~~~~~~~~~~

Module Authors
--------------

* Davide Corio <davide.corio@agilebg.com>
* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
* Paolo Chiara <p.chiara@isa.it>
* Franco Tampieri <franco.tampieri@agilebg.com>
* Alexis de Lattre <alexis.delattre@akretion.com> (full re-write for v12)

Module Contributors
-------------------

* Jalal ZAHID <j.zahid@auriumtechnologies.com>  (port to v10)
* Alex Comba <alex.comba@agilebg.com> (Port to V8)
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Raf Ven <raf.ven@dynapps.be>  (port to v11)
* Jordi Ballester <jordi.ballester@eficent.com> (EFICENT)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_move_template>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.