How do I reclass a balance from one account to another?

Question

Does Odoo have any kind of reclassification function that will help me empty the balance in an account periodically?
I need to do this periodically: to move expenses to cogs; to correct a mistake; or to signify that long-term assets or liabilities have become current.

Ray Carnes (ray) · Answer

Available with Odoo 14, Odoo 15, Odoo 16, and Odoo 17

If you notice a balance on your Trial Balance that should be reclassified, you can access the Journal Items directly:

In this case we notice a balance of $225 sits in WIP and we want this reclassed to a manufacturing payroll liability account.

Select all Journal Items:

From the *Action* Menu, select *Automatic Entries*:

Select *Change Account* and enter the account to move the balance to:

The following Journal Entry is posted:

Related Posts	Odpovědi	Zobrazení
How close current year entries and forward to new fiscal year as opening v7 accounting account	2 pro 17	7011
How partial refund works ? accounting account	0 bře 15	3489
"New company financial settings" link is not found in openerp7. Is it a bug? accounting account	0 bře 15	3447
How to setup singapore charts of accounts in OpenERP 6.1 ? accounting account singapore	1 zář 23	4868
Last Bank statement Balance is different the balance in the GL bank_statement gl balances	1 bře 23	2451

This question has been flagged

Enjoying the discussion? Don't just read, join in!