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account-financial-tools/account_move_template/readme/USAGE.rst
2023-06-05 11:29:47 +02:00

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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 / Miscellaneous / 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*.