Metadata-Version: 2.1
Name: odoo14-addon-accounting_partner_category
Version: 14.0.1.0.1.dev10
Summary: Add tags on partner to helps accountant to select journal entries easley based on dedicated partner category
Home-page: https://github.com/OCA/account-invoicing
Author: Pierre Verkest, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 14.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.6
Requires-Dist: odoo<14.1dev,>=14.0a

===========================
Accounting partner category
===========================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:2219e14b2707ffd9df2c008f5ea09c1292e99f0c9c3284fa52ec50760240de5b
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
    :target: https://github.com/OCA/account-invoicing/tree/14.0/accounting_partner_category
    :alt: OCA/account-invoicing
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/account-invoicing-14-0/account-invoicing-14-0-accounting_partner_category
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=14.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Add default accounting category tags on partner to helps accountant
to filter journal entries (invoices).

This can be useful in business where invoices are generated from
third party system and 95% of them can be posted and send in mass operation.

It helps to excluded 5% that should be handle manually.

**Table of contents**

.. contents::
   :local:

Usage
=====


* Accountant user can set default accounting partner category on commercial entity
  (Invoicing > Customers > Customers):

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/company_accounting_partner_category.png


* Those default categories are used while creating new account moves (invoices):

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/invoice_with_accounting_partner_category.png


Which you can change for a given invoice.

* Then you use search bar to filter on category (inclusion and/or exclusion).

Data without filters:

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/without_filters_accounting_partner_category.png


Contains `Tag 1`:

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/filters_invoice_contains_tag1_accounting_partner_category.png


Do not contains `Tag 2`:

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/filters_invoice_without_tags2_accounting_partner_category.png


Contains `Tag 1` but not `Tag 2`:

.. image:: https://raw.githubusercontent.com/OCA/account-invoicing/14.0/accounting_partner_category/static/description/filters_invoice_contains_tag1_without_tags2_accounting_partner_category.png

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20accounting_partner_category%0Aversion:%2014.0%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
~~~~~~~

* Pierre Verkest

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

* Pierre Verkest <pierreverkest84@gmail.com>

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.

.. |maintainer-petrus-v| image:: https://github.com/petrus-v.png?size=40px
    :target: https://github.com/petrus-v
    :alt: petrus-v

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-petrus-v| 

This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/14.0/accounting_partner_category>`_ project on GitHub.

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