Demo video: Regenerate Account Analytic Lines
The problem
By default, you cannot add or adjust analytic accounts for posted journal items, so you cannot regenerate analytic lines for them.
Solution
This module provides the Regenerate Analytic Lines button on the journal items form and the journal items list views. Users can select one or multiple journal items at the same time to re-generate an analytic line.
On the pop-up window, the user can select an analytic account, and analytic tags then click confirm. The new analytic lines will be auto-regenerated for the chosen journal items.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_account_regenerate_analytic_line.
- Press Install.
Instruction
Instruction video: Regenerate Account Analytic Lines
Create Analytic Account and Analytic Tag
To use this module, you need to create an Analytic Account and respective Analytic Tag:
- Similarly, you can proceed to create the respective analytic tags.
Regenerate analytic account lines
On the journal items list, select the ones that you want to re-generate analytic lines then press Action > Regenerate Analytic Lines.
Select the respective analytic account and respective analytic tags then click Confirm.
Note: In case the selected journal item is already linked with another analytic account and analytic tag, a validation error will pop up and ask you to Force generate to confirm the action.
Re-generated analytic lines management
Viindoo Accounting Software automatically updates the analytic account and respective analytic tag that you have just created. To check this, navigate to Accounting > Reporting > Analytic Report, and filter by Analytic Accounts.
- Analytic lines updated on the Analytic Account.
- Analytic lines updated on the Analytic Tag.
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