Metadata-Version: 2.1
Name: odoo-addon-pms_account
Version: 19.0.1.0.0.2
Requires-Dist: odoo-addon-pms_base==19.0.*
Requires-Dist: odoo==19.0.*
Summary: Manage the accounting aspects of your properties
Home-page: https://github.com/OCA/pms
License: AGPL-3
Author: Gray Matter Logic, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

================
PMS - Accounting
================

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    :alt: Beta
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This module integrates the Odoo Accounting app with the Property
Management System (PMS).

It adds:

- **Invoice and bill counters on properties**: smart buttons on the
  property form show the number of customer invoices and vendor bills
  linked to that property, with one-click navigation to the list or form
  view.
- **Property field on invoice lines**: each invoice line can be linked
  to one or more properties, allowing financial movements to be tracked
  per property.
- **Properties smart button on invoices**: from any invoice or bill, a
  smart button shows the number of related properties and navigates
  directly to them.
- **Analytic account on properties**: an analytic account can be
  assigned to each property to consolidate its financial activity in
  analytic reports.
- **Vendor field on PMS services**: each PMS service can be linked to a
  vendor (supplier) for purchasing and billing purposes.

**Table of contents**

.. contents::
   :local:

Configuration
=============

No specific configuration is required to use this module.

To link a property to an analytic account:

1. Go to **Properties** and open a property form.
2. Click the **Accounting** tab (visible to users with accounting
   access).
3. Set the **Analytic Account** field.

Usage
=====

View invoices and bills from a property
---------------------------------------

1. Go to **Properties** and open a property form.
2. Use the **Invoices** or **Bills** smart button to see all accounting
   documents linked to that property.

Link invoice lines to a property
--------------------------------

1. Open a customer invoice or vendor bill in **Accounting**.
2. In the invoice lines, set the **Properties** field on each line to
   associate it with one or more properties.

Navigate from an invoice to its properties
------------------------------------------

1. Open any invoice or bill that has lines linked to properties.
2. Click the **Properties** smart button at the top of the form to
   navigate directly to the related property or list of properties.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/pms/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/pms/issues/new?body=module:%20pms_account%0Aversion:%2019.0%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
-------

* Gray Matter Logic

Contributors
------------

- Alexandre Díaz
- Pablo Quesada
- Jose Luis Algara
- \`Commit [Sun] <https://www.commitsun.com>\`:

  - Dario Lodeiros
  - Eric Antones
  - Sara Lago
  - Brais Abeijon
  - Miguel Padin

- \`Open Source Integrators <https://www.opensourceintegrators.com>\`:

  - Maxime Chambreuil <mchambreuil@opensourceintegrators.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-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903

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

|maintainer-max3903| 

This module is part of the `OCA/pms <https://github.com/OCA/pms/tree/19.0/pms_account>`_ project on GitHub.

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