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How to create a new fiscal year in OpenERP 7?

Frédéric Gilson (fgi)
on 1/2/14, 10:03 AM 3,560 views


When I try to confirm an invoice (beginning of January), I get a warning message asking me to create first a new period including the current date. Where can I set this?



To create a new fiscal year including monthly or 3-months periods, as a Financial Manager, you go to 'Accounting > Configuration > Periods > Fiscal Years'. Create a new fiscal year and select your periods preference (either monthly, either 3-months) by clicking on the appropriated red button.

As a admin, you can also do that directly in 'Settings > Configuration > Accounting'. You can directly click on "Apply" to set up the new fiscal year (displayed at the top of the screen).

I hope it helps...

Peter HJ van Eijk
On 1/4/16, 8:21 AM

Actually, if you don't have the Accounting module installed, it appears that you can do this also in the Settings > Configuration > Invoicing section. I got an error message, which went away after I just hit Apply. 

(odoo v8)

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Asked: 1/2/14, 10:03 AM
Seen: 3560 times
Last updated: 1/4/16, 8:21 AM