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Chart of accounts View type

accounting view hierarchy chartofaccounts

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Dale

Hi All

I have moved to Odoo 9 from Odoo 8. I am setting up my chart of accounts and I can't seem to get a grasp on how to see consolidated accounts or the hierarchy that existed in Odoo 8. The new method is to just create accounts that aren't linked in any way into a consolidated view. This is a big problem. How do I achieve this in Odoo 9?

It was also very accustomed to using the chart of accounts to drill down into. This does not seem to exist anymore either. Can anyone advise how I see this view again?

Thanks

Dale

Author

Thanks Ray

I appreciate the feedback

I see the old reports menu is also gone. Where are these reports accessible now?

Ray Carnes

Best Answer

Viewing accounts with a hierarchy is still possible, it's just moved to reports.

Outside reports, accounts are just a list without hierarchy. The move of this capability to reports gives more power over how you aggregate.

Dale

Author

Hi Ray. Thanks for your reply, it's greatly appreciated. I'm a little unnerved by version 9 and i'm struggling to find my way around. Please tell me, above you mention using reports for this. However i see the report menu is gone and under accounting reports I only have invoices and PDF reports. What am I missing?

Ray Carnes

I don't know of way to do this in the Community version without additional customization. The Enterprise version is where you can modify reports to aggregate in a more powerful way than with just view accounts.

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