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account-financial-tools/account_chart_update/README.rst
2023-01-17 08:54:49 +01:00

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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
===========================================================
Detect changes and update the Account Chart from a template
===========================================================
This is a pretty useful tool to update Odoo installations after tax reforms
on the official charts of accounts, or to apply fixes performed on the chart
template.
The wizard:
* Allows the user to compare a chart and a template showing differences
on accounts, taxes, tax codes and fiscal positions.
* It may create the new account, taxes, tax codes and fiscal positions detected
on the template.
* It can also update (overwrite) the accounts, taxes, tax codes and fiscal
positions that got modified on the template.
Usage
=====
The wizard, accesible from *Accounting > Configuration > Settings > Chart of
Accounts > Update chart of accounts*, lets the user select what kind of objects
must be checked/updated, and whether old records must be checked for changes
and updates.
It will display all the objects to be created / updated with some information
about the detected differences, and allow the user to exclude records
individually.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/92/9.0
Known issues / Roadmap
======================
* Add tests.
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.
Credits
=======
Contributors
------------
* Pedro M. Baeza <pedro.baeza@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Jacques-Etienne Baudoux <je@bcim.be>
* Sylvain Van Hoof <sylvain@okia.be>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.