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Help

Account Groups Functionality

Langganan

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Pertanyaan ini telah diberikan tanda
configurationaccounting
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Kenan JADDENE

I want to know what is the purpose of the "Account Groups" in the Accounting Group, after activating the Developer Mode > Accounting App > Configuration > Account Groups > create related account groups, these groups have nothing to do!!! system logic wise, as I'm certified Oracle and SAP consultant, these groups must support the following points:


Used as a parameter in the Group by in the CoA view, why this is important?

because, Odoo doesn't support account code automatic generation as per group property, every time when create new account, you have either to go to the external following-up Excel sheets and see from there, which doesn't make sense! or go from the CoA view and search for the next code which is not an easy task, especially when the "Account Type" which is the only property supported, is not effective.

Kenan JADDENE

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Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi,


In Odoo, the “Account Groups” feature under Developer Mode is primarily designed for organizational and reporting purposes, but it’s often underutilized and lacks the full logical integration found in ERP systems like Oracle or SAP. In its current state, Account Groups in Odoo mainly serve as a way to categorize accounts visually in the Chart of Accounts (CoA) — allowing you to structure accounts under logical sections (like Assets, Liabilities, Income, etc.) for better readability and manual navigation. However, these groups do not currently drive any functional logic such as automatic account code generation, grouping in the CoA tree view, or influencing financial reports directly.


Ideally, as you pointed out, Account Groups should serve as a controlling structure for automated account code generation and grouping logic. For instance, when creating a new account, the system could automatically assign the next available code within the group’s defined code range, reducing manual dependency and error risks. This is standard practice in more advanced ERP systems, but in Odoo, that automation is missing unless you add custom development.


In summary, Account Groups in Odoo are mostly cosmetic and informational rather than functional. To achieve the kind of logical linkage and automation you’re expecting — such as using groups for “Group By” operations in the CoA or driving account code generation — you’d need to extend the model with custom logic or use third-party modules that enhance the accounting structure and coding sequence behavior.



Reference:-


* https://www.cybrosys.com/odoo/odoo-books/v17/accounting/account-groups/


* https://www.cybrosys.com/odoo/odoo-books/complete-finance-management-with-odoo-accounting/chapter-1/account-groups/



Hope it helps

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Sébastien LEVEAU
Jawaban Terbai

Hello Kenan,

I know also that the groups are also used for the access of the customer to the website. For example, some customers (B2B) could have access to some products (Group B2B) and others customers (B2C) have access to others products (Group B2C). It's just a an example.

Séb

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