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Retroactively add analytic account to invoice lines

By
Steven Segers
on 11/21/15, 5:28 PM 1,860 views

I'm setting up analytic accounting. I'd find it interesting to add analytic accounts on all invoices of the current and previous fiscal year. By default it's not possible to change the analytic account on invoices that are validated and paid. (Which makes sense).

Is there any way I could still make this happen? Can this be managed through permissions perhaps?

1
Ray Carnes
On 11/24/15, 9:27 PM

1. Install account_cancel

2. Configure** the Vendor Bills (Purchases) and Customer Invoices (Sales) Journals by checking Allow Cancelling Entries on the Miscellaneous section of the Advanced Settings tab of the Journal.

3. Unreconcile every Invoice Journal Entry, add the desired Analytic Account and repost to get the Analytic moves.

This could be very time consuming, depending on the number of Invoices you have.

** You need to have Developer Mode activated to do this.

That's indeed an option. But as you said, this would really be a lot of work. What I think will be an easier solution is export all history to an excel file, assign analytic accounts there and import as regular analytic lines.

Segrey Software BVBA, Steven Segers
on 11/29/15, 5:20 AM

Agreed - your suggestion is a great way to do it.

Bista Solutions US, Ray Carnes
on 11/29/15, 5:09 PM

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Asked: 11/21/15, 5:28 PM
Seen: 1860 times
Last updated: 11/29/15, 5:19 AM