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<?xml version="1.0" encoding="utf-8"?>
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<flectra >
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<template id= "account_planner" >
<t t-call= "web_planner.pages" >
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Welcome</t>
<t t-set= "hide_mark_as_done" t-value= "True" />
<div class= "o_planner_intro" >
<p >
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This guide will help you get started with Flectra Accounting.
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Once you're done, you'll benefit from:
</p>
<ul >
<li > <strong > Reduced data entry:</strong> no need to manually create invoices, register bank statements, and send payment follow-ups.</li>
<li > <strong > Clean customer invoices:</strong> easy to create, beautiful and full featured invoices.</li>
<li > <strong > Automated documents sending:</strong> automatically send your invoices by email or snail mail.</li>
<li > <strong > On-the-fly payment reconciliation:</strong> automatic suggestions of outstanding payments when creating invoices.</li>
<li > <strong > Banking interface:</strong> with live bank feed synchronization and bank statement import.</li>
</ul>
<p > 5) For setup, you will need the following information:</p>
<ul >
<li > Your company's legal name, tax ID, address, and logo.</li>
<li > One bank statement for each bank account you hold.</li>
<li > A list of your customer and supplier payment terms.</li>
<li > A list of common taxes and their rates.</li>
<li > Your Trial Balance (list of accounts and their balances).</li>
<li > Your outstanding invoices, payments, and undeposited funds.</li>
</ul>
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<p > Enjoy your Flectra experience,</p>
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<div class= "mt32" >
<address >
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For the Flectra Team,<br />
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</address>
</div>
</div>
</t>
<t t-call= "web_planner.category" >
<t t-set= "menu_categorytitle" > Get started</t>
<t t-set= "menu_categoryclasses" t-value= "'fa fa-flag'" />
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Your Company</t>
<p class= "text-muted" >
The first step is to set up your company's information. This is mostly used in printed business documents like orders and invoices.
</p>
<table class= "table" >
<tr >
<th > Logo</th>
<td >
<img width= "150" height= "90" alt= "set company logo" t-attf-src= "data:image/gif;base64, #{company_id.logo}" />
</td> <td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr>
<tr >
<th > Legal Name</th>
<td t-att-class= "(company_id.name == 'YourCompany') and 'danger'" > <div t-esc= "company_id.name" /> </td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr> <tr >
<th > Address</th>
<td t-att-class= "(not company_id.partner_id.street or not company_id.partner_id.zip) and 'danger'" >
<span t-field= "company_id.partner_id"
t-options='{"widget": "contact", "fields": ["address"], "no_marker": True}'/>
</td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr> <tr >
<th > Tax ID</th>
<td t-att-class= "(not company_id.vat) and 'danger'" >
<span t-field= "company_id.vat" />
</td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr> <tr >
<th > Main Currency</th>
<td > <span t-field= "company_id.currency_id.display_name" /> </td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}" target= "_blank" >
Change
</a>
</td>
</tr> <tr t-if= "is_module_installed('sale')" >
<th > Terms & Conditions</th>
<td > </td>
<td >
<a class= "fa fa-arrow-right" t-attf-href= "#{prepare_backend_url('sale.action_sale_config_settings', 'form')}" target= "_blank" >
Change
</a>
</td>
</tr> <tr >
<th > Payment Terms</th>
<td >
<t t-foreach= "payment_term" t-as= "term" >
<p > <t t-esc= "term.name" /> </p>
</t>
</td> <td >
<a id= "review_payment_terms" class= "fa fa-arrow-right" t-att-href= "prepare_backend_url('account.action_payment_term_form')" > Review Terms</a>
</td>
</tr>
</table>
<br />
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-lg" />
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<p > Flectra can manage multiple companies, but we suggest to setup everything for your first company before configuring the other ones.</p>
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</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Your Bank Accounts</t>
<p >
Once your company information is correct, you should
<strong > <a t-att-href= "prepare_backend_url('account.action_account_bank_journal_form')" >
setup your bank accounts.
</a> </strong>
</p> <p >
Once your bank accounts are registered, you will be able
to access your statements from the Accounting Dashboard.
The available methods for synchronization are as follows.
</p>
<ul >
<li > Direct connection to your bank</li>
<li > Importing your statements in via a supported file format (QIF, OFX, CODA or CSV format)</li>
<li > Manually enter your transactions using our <a t-att-href= "prepare_backend_url('account.action_bank_statement_tree')" > fast recording interface</a> </li>
</ul>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Chart of Accounts</t>
<t t-if= "not is_coa_installed" >
<p > Before continuing, you must install the Chart of Account related to your country (or the generic one if your country is not listed).</p>
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<a class= "btn btn-sm flectra_purple" t-att-href= "prepare_backend_url('account.open_account_charts_modules', 'kanban')" > Install Chart of Account</a>
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</t>
<t t-if= "is_coa_installed" >
<p >
A <span t-esc= "company_id.country_id.name or ''" /> Chart of Accounts has been
installed. You should review it and create any additional accounts.
</p> <p >
It's recommended that you do not delete any accounts, even if they are not relevant. Simply make them inactive.
</p> <p >
<a class= "fa fa-arrow-right" t-att-href= "prepare_backend_url('account.action_account_form')" > Review the Chart of Accounts</a>
</p>
</t>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Taxes</t>
<p class= "text-muted" >
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Flectra has already preconfigured a few taxes according to your country.<br /> Simply review them and check if you need more.
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</p>
<p >
<strong > Check the Taxes configuration:</strong>
<ul >
<li > <a t-att-href= "prepare_backend_url('account.action_tax_form')" > Review existing Taxes</a> </li>
<li > <a t-att-href= "prepare_backend_url('account.action_account_config')" > Set the default Sales and Purchase taxes</a> </li>
</ul>
</p>
<p >
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To manage the tax applied when invoicing a Company, Flectra uses the concept of Fiscal Position: they serve to automatically set the right tax and/or account according to the customer country and state.
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<ul >
<li > <a t-att-href= "prepare_backend_url('account.action_account_fiscal_position_form')" > Review Fiscal Positions</a> </li>
</ul>
</p>
</t>
</t>
<t t-call= "web_planner.category" >
<t t-set= "menu_categorytitle" > Configure</t>
<t t-set= "menu_categoryclasses" t-value= "'fa-cog'" />
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Multi Currency</t>
<p >
The multi-currency option allows you to send or receive invoices
in difference currencies, set up foreign bank accounts
and run reports on your foreign financial activities.
</p>
<p > To use the <strong > multi-currency option:</strong>
<ol >
<li > Activate the option in the <a t-att-href= "prepare_backend_url('account.action_account_config')" > Accounting Settings</a> </li>
<li > Review the list of available currencies (from the <a t-att-href= "prepare_backend_url('base.action_currency_form')" > Configuration menu</a> )</li>
</ol>
</p>
<p >
Most currencies are already created by default. If you plan
to use some of them, you should check their <strong > Active</strong>
field.
</p>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-lg" />
<p > Exchange rates can be automatically updated once a day from <strong > Yahoo Finance</strong> or the <strong > European Central Bank</strong> . You can activate this feature in the bottom of the <a t-att-href= "prepare_backend_url('account.action_account_config')" > Accounting Settings</a> .</p>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Your Customers</t>
<p class= "text-muted" >
Unless you are starting a new business, you probably have a list of customers and vendors you'd like to import.
</p>
<div class= "row" >
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Create manually</strong> <br />
<span class= "small" > < 200 contacts</span>
</span>
</div>
<div class= "panel-body" >
<p >
If you have less than 200 contacts, we recommend you
create them manually.
</p>
<ul >
<li >
<a t-att-href= "prepare_backend_url('base.action_partner_form','kanban')" > Create Customers</a>
</li> <li >
<a t-att-href= "prepare_backend_url('base.action_partner_supplier_form','kanban')" > Create Vendors</a> , if accounting or purchase is installed
</li>
</ul>
</div>
</div>
</div>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Import</strong> <br />
<span class= "small" > > 200 contacts</span>
</span>
</div>
<div class= "panel-body" >
<p >
We can handle the whole import process
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for you: simply send your Flectra project
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manager a CSV file containing all your
data.
</p> <p >
If you want to do it yourself:
</p>
<ul >
<li > Download the <a href= "/base_import/static/csv/customers.xls" > Excel template</a> </li>
<li > Import using the "Import" button on the top left corner of <a t-att-href= "prepare_backend_url('base.action_partner_form','list')" > the customer list</a> </li>
</ul>
</div>
</div>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Your Products</t>
<p >
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A product in Flectra is something you sell or buy
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whether or not it is goods, consumables, or services.
Choose how you want to create your products:
</p>
<div class= "row" >
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Create manually</strong> <br />
<span class= "small" > Recommended if < 100 products</span>
</span>
</div>
<div class= "panel-body" >
<ul >
<li > <a t-att-href= "prepare_backend_url('product.product_template_action', 'form')" > Create your products</a> </li>
</ul>
</div>
</div>
</div>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<span class= "fa" data-icon= "" />
<strong > Import a file</strong> <br />
<span class= "small" > Recommended if > 100 products</span>
</span>
</div>
<div class= "panel-body" >
<p >
We can handle the whole import process
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for you: simply send your Flectra project
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manager a CSV file containing all your
products.
</p> <p >
If you want to do it yourself:
</p>
<ul >
<li > Download the <a href= "/base_import/static/csv/products.xls" > Excel template</a> </li>
<li > Import using the "Import" button on the top left corner of <a t-att-href= "prepare_backend_url('product.product_template_action','list')" > the product list</a> </li>
</ul>
</div>
</div>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Account Balances</t>
<p >
Once you have created your chart of accounts, you will need to update your account balances.
</p>
<p >
<ul >
<li > In your old accounting software, print a trial balance</li>
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<li > In Flectra, <a t-att-href= "prepare_backend_url('account.action_move_journal_line')" > create a journal entry</a> to set the balance of all of your accounts.</li>
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</ul>
</p>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-lg" />
<p >
It's common practice to change your accounting software
at the end of a fiscal year. This allows you to have less
data to import and balances to set. If you plan to do so,
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we recommend you start using Flectra for invoicing and payments
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now, and then move all other accounting transactions at a later time.
</p>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Outstanding Transactions</t>
<p class= "text-muted" >
If you want to be able to send your customers their statements
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from Flectra, you first need to record all outstanding transactions
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in the payable and receivable accounts. These would be invoices
that have not been paid or payments that have not been reconciled.
</p> <p >
Registering outstanding invoices and payments can be a huge undertaking,
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but you can start using Flectra without it by:
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</p>
<ul >
<li > Sending customer statements (outstanding invoices) manually during the transition period</li>
<li > Registering payments related to outstanding invoices separately in a different account (e.g. Account Receivables 2014)</li>
</ul>
<p >
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If you want to be able to send customer statements from Flectra, you must:
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</p>
<div class= "row" >
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<div class= "panel-title" >
<strong > 1. Register Outstanding Invoices</strong>
</div>
</div>
<div class= "panel-body" >
<p > First, register any outstanding customer invoices and vendor bills:</p>
<ul >
<li > <a t-att-href= "prepare_backend_url('account.action_invoice_tree1')" > Customer Invoices</a> </li>
<li > <a t-att-href= "prepare_backend_url('account.action_invoice_tree2')" > Vendor Bills</a> </li>
</ul>
</div>
</div>
</div>
<div class= "col-md-6" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<div class= "panel-title" >
<strong > 2. Register Unmatched Payments</strong>
</div>
</div>
<div class= "panel-body" >
<p >
Next, register any unmatched payments:<br />
<ul >
<li > <a t-att-href= "prepare_backend_url('account.action_account_payments')" > Register Payments</a> </li>
</ul>
</p>
</div>
</div>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Extra Features</t>
<p class= "text-muted" >
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Flectra Accounting has many free extra-features:
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</p>
<div class= "row o_planner_row_apps" >
<div class= "text-center col-md-4" >
<span class= "fa fa-building-o fa-4x" > </span>
<h3 > <strong > Assets Management</strong> </h3>
<p > Manage your various fixed assets, such as buildings, machinery, materials, cars, etc..., and calculate their associated depreciation over time.</p>
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<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'account_asset')" class= "btn flectra_purple" >
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
<div class= "text-center col-md-4" >
<span class= "fa fa-tasks fa-4x" > </span>
<h3 > <strong > Revenue Recognition</strong> </h3>
<p > Use in conjunction with contracts to calculate your monthly revenue for multi-month contracts.</p>
<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'account_deferred_revenue')"
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class="btn flectra_purple">
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
<div class= "text-center col-md-4" >
<span class= "fa fa-university fa-4x" > </span>
<h3 > <strong > Deposit Tickets</strong> </h3>
<p > Simplify your cash, checks, or credit cards deposits with an integrated batch payment function.</p>
<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'account_batch_deposit')"
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class="btn flectra_purple">
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
</div>
<div class= "row o_planner_row_apps" >
<div class= "text-center col-md-4" >
<span class= "fa fa-money fa-4x" > </span>
<h3 > <strong > Expenses</strong> </h3>
<p > Manage your employee expenses, from encoding, to payments and reporting.</p>
<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'hr_expense')"
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class="btn flectra_purple">
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
<div class= "text-center col-md-4" >
<span class= "fa fa-shopping-cart fa-4x" > </span>
<h3 > <strong > Purchases</strong> </h3>
<p > Validate purchase orders and control vendor bills by departments.</p>
<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'purchase')"
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class="btn flectra_purple">
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
<div class= "text-center col-md-4" >
<span class= "fa fa-copy fa-4x" > </span>
<h3 > <strong > Contracts & Subscriptions</strong> </h3>
<p > Manage time & material contracts or fixed-price recurring subscriptions.</p>
<a t-att-href= "prepare_backend_url('base.open_module_tree', 'form', 'sale_subscription')"
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class="btn flectra_purple">
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<span class= "fa fa-arrow-circle-o-down" /> Install Now
</a>
</div>
</div>
</t>
</t>
<t t-call= "web_planner.category" >
<t t-set= "menu_categorytitle" > Use</t>
<t t-set= "menu_categoryclasses" t-value= "'fa-hand-o-up'" />
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Invite Users</t>
<p >
When inviting users, you will need to define which access rights they are allowed to have.
This is done by assigning a role to each user.
</p>
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<p > <strong > There are three different levels of access rights in Flectra:</strong> </p>
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<div class= "row" >
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Billing</strong> (Limited access)
</span>
</div>
<div class= "panel-body" >
<p > These users handle billing specifically.</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Advisor</strong> (Full access)
</span>
</div>
<div class= "panel-body" >
<p >
The Advisors have full access to the Accounting application,
plus access to miscellaneous operations such as salary and asset management.
</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Accountant</strong> (Advanced access)
</span>
</div>
<div class= "panel-body" >
<p >
This role is best suited for managing the day to day accounting operations:
<ul >
<li > Recording invoices</li>
<li > Managing bank fees</li>
<li > Reconciling journal entries</li>
</ul>
</p>
</div>
</div>
</div>
</div>
<br />
<div class= "row" >
<div class= "col-md-4" >
<strong > Next action:</strong> <br />
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<a t-att-href= "prepare_backend_url('base.action_res_users')" class= "btn flectra_purple" >
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<span class= "fa" /> Invite Your Users
</a>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Customer Flow</t>
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<p > <strong > Test the following three scenarios in order to assist you in familiarizing yourself with Flectra:</strong> </p>
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<div class= "row" >
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Invoice payment by Wire Transfer</strong>
</span>
</div>
<div class= "panel-body" >
<p >
<strong > Create a Customer Invoice</strong>
</p>
<p >
<strong > Record Bank Statement (or import file)</strong> <br />
Depending on the volume of your transactions, you should be recording your bank statement every week to several times a day.
</p>
<p > <strong > Reconcile Bank Statement</strong> </p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Invoice payment by Check</strong>
</span>
</div>
<div class= "panel-body" >
<p > <strong > Create a Customer Invoice</strong> </p>
<p >
<strong > Record a payment by check on the Invoice</strong> <br />
Simply click on the 'Pay' button.
</p>
<p > <strong > Create a Deposit Ticket</strong> <br />
This allows you to record the different payments that constitute your bank deposit. (You may need to <a t-att-href= "prepare_backend_url('account.action_account_config')" > activate this feature</a> first)
</p>
<p > <strong > Record Bank Statement</strong> </p>
<p >
<strong > Reconcile with existing transaction</strong> <br />
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In this case, Flectra should automatically match the bank statement with the previously recorded check transaction.
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</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Customer follow-up</strong>
</span>
</div>
<div class= "panel-body" >
<p > <strong > Reconcile your Bank Statements</strong> </p>
<p > <strong > Check unpaid invoices</strong> <br />
Run an <i > Aged Receivable report</i> and check which customers still owe you money.
</p>
<p > <strong > Send follow-up letters</strong> </p>
</div>
</div>
</div>
</div>
<div class= "alert alert-info info_icon" role= "alert" >
<span class= "fa fa-lightbulb-o fa-lg" />
<p > The Deposit Ticket module can also be used to settle credit card batch made of multiple transactions.</p>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > Vendor Flow</t>
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<p > <strong > Test the following three scenarios in order to assist you in familiarizing yourself with Flectra:</strong> </p>
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<div class= "row" >
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Record your Bills</strong>
</span>
</div>
<div class= "panel-body" >
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<p > <strong > Create the bill in Flectra</strong> <br /> with a proper due date, and create the vendor if it doesnt' exist yet.</p>
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<p > <strong > Cash transactions</strong> <br /> (for which there is no invoice or bill), should be entered directly into your Cash Registers bank account.</p>
<p > <strong > Validate the bill</strong> <br /> after encoding the products and taxes.</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Pay your bills</strong>
</span>
</div>
<div class= "panel-body" >
<p >
<strong > Mark the bills to pay</strong> <br />
Group or filter your bills to see those due in the next week, then open each bill individually, click on <strong > 'Pay'</strong> and select the payment method you prefer.
</p>
<p >
<strong > Print checks</strong> <br />
From the Vendor Payments list, select those you want to pay and click on Print Check (you may first need to activate the check feature in the <a t-att-href= "prepare_backend_url('account.action_account_config')" > Accounting Settings</a> )
</p>
<p >
<strong > Or generate payment orders</strong> <br />
Create a Payment Order and select the bills you'd like to pay as Entry lines (only the validated bills will appear).
</p>
</div>
</div>
</div>
<div class= "col-md-4" >
<div class= "panel panel-success" >
<div class= "panel-heading" >
<span class= "panel-title" >
<strong > Reconcile Bank Statements</strong>
</span>
</div>
<div class= "panel-body" >
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<p > Flectra should do most of the reconciliation work automatically, so you'll only need to review a few of them when a <strong > 'Reconcile Items'</strong> button appears on your Vendor Bills dash.</p>
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</div>
</div>
</div>
</div>
</t>
<t t-call= "web_planner.page" >
<t t-set= "page_title" > End</t>
<t t-set= "hide_title" t-value= "True" />
<t t-set= "hide_from_menu" t-value= "True" />
<t t-set= "hide_mark_as_done" t-value= "True" />
<h1 class= "text-center o_planner_trophy" data-icon= "" />
<div class= "text-center" >
<h1 > Congratulations, you're done!</h1>
<h3 > We hope this tool helped you implement our accounting application.</h3>
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<h4 > Don't hesitate to <a href= "mailto:info@flectrahq.com?subject=Accounting%20Planner" target= "_blank" > send us an email</a> to describe<br /> your experience or to suggest improvements !</h4>
<p > <strong > -The Flectra Team</strong> </p>
<img src= "/web_planner/static/src/img/flectra_logo.png" />
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</div>
</t>
</t>
</t>
</template>
<!-- Planner Data -->
<record id= "planner_account" model= "web.planner" >
<field name= "name" > Account strategy planner</field>
<field name= "view_id" ref= "account_planner" />
<field name= "menu_id" ref= "menu_finance" />
<field name= "planner_application" > planner_account</field>
<field name= "tooltip_planner" > < ![CDATA[
Accounting Configuration: a step-by-step guide.]]>
</field>
</record>
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</flectra>
