Accounting partner category

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

Usage
Bug Tracker
Credits

Usage

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

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):

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:

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

Contains Tag 1:

Do not contains Tag 2:

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:

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. 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.

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.

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.

Current maintainer:

This module is part of the OCA/account-invoicing project on GitHub.

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