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Setup of Chart of Accounts

By
Brandon Gay
on 6/5/15, 12:42 PM 1,467 views

Odoo V8

Can I have a multi-segmented chart of accounts?  Where do I choose a chart of accounts template? What happens when I update odoo if I have customized the chart of accounts?  If I customize the chart of accounts, and use multi-segment, what happens on reports?

Thanks, for your help.

1

Ray Carnes

--Ray Carnes--
15717
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Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 6/8/15, 12:08 AM

>>Can I have a multi-segmented chart of accounts?


If you mean:


Then, YES.  There are no validation rules on account codes, and you can setup your hierarchy in any way that supports your needs.

>>>Where do I choose a chart of accounts template?

Normally, you will be presented with a wizard after installing the Accounting and Finance module.  

>>>What happens when I update odoo if I have customized the chart of accounts?

Nothing.  Odoo will leave your custom chart intact.

>>>If I customize the chart of accounts, and use multi-segment, what happens on reports?

They work as expected.


Post specific 'I did X, and got Y, and expected Z' if you have further questions.


0
Brandon Gay
On 6/8/15, 10:08 AM

I did not get any wizard after installing Accounting and Finance

You answered all of my questions! Thanks so much!

Brandon

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Asked: 6/5/15, 12:42 PM
Seen: 1467 times
Last updated: 6/9/16, 6:10 AM