Accounting & Finance
| Lines of Code | 1165 |
| Technical name | to_account_accountant |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_account_accountant |
| Read description for | v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 v 19.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Extensions | Đồng bộ sao kê ngân hàng Việt Nam Finance Dashboard WoWship – All-in-one Freight & Shipment Management Suite |
The accountant menu, fiscal years and lock dates on Community
Accounting > Accounting with journal entries and items, fiscal years, lock dates for non-advisers, all users and taxes, a posted-date stamp on every entry, a manual-entry flag and a bank & cash digest KPI.
Accounting & Finance (technical name to_account_accountant) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for accountant, cfo, auditor.
At a Glance
The facts of Accounting & Finance, version 1.1.5, in one place. Published by Viindoo.
How It Works
Install; Accounting > Accounting; set fiscal years and lock dates.
Journal items
The accrual typed by hand.
The entry
Posted date and Manual Direct Entry.
Fiscal years
FY 2025 and FY 2026.
Lock dates
Non-advisers, everyone, taxes.
Settings
Year end and anglo-saxon.
What You Get
Journal Entries and Journal Items menus with accountant filters
Fiscal years
Lock dates wizard - period, fiscal year, tax
Posted Date on every entry
Manual Direct Entry flag
Bank & Cash digest KPI
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Journal entries
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Accounting Reports adds them.
Automated entries stay unflagged.
Run the wizard in each.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Accounting & Finance?
Accountant
The screens Enterprise has, on Community.
CFO
Locks the closed periods.
Auditor
Manual entries in one filter.
Frequently Asked Questions
What does Accounting & Finance do?
Accounting > Accounting with journal entries and items, fiscal years, lock dates for non-advisers, all users and taxes, a posted-date stamp on every entry, a manual-entry flag and a bank & cash digest KPI.
What does Accounting & Finance not do?
No financial reports. Accounting Reports adds them. Manual flag is set on entries typed from the entries menu. Automated entries stay unflagged. Lock dates apply per company. Run the wizard in each.
Who is Accounting & Finance for?
Accountant: The screens Enterprise has, on Community. CFO: Locks the closed periods. Auditor: Manual entries in one filter.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: account. Odoo installs them with it.
How do I set it up?
Install; Accounting > Accounting; set fiscal years and lock dates.
What works well with it?
Accounting Reports (to_account_reports): P&L, balance sheet, ledgers. Finance Dashboards (viin_spreadsheet_dashboard_finance): Ratios and trends.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_account_accountant; pre-sales questions go to sales@viindoo.com.
See Accounting & Finance in Action
Live demo: v17demo-int.viindoo.com/web#action=account.action_account_moves_all
Need help with Accounting & Finance?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.1.5 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword to_account_accountant.
- Press Install.
Instructions
Instruction video: Accounting & Finance
Configure user access rights
Add new user access rights in accordance with the different accounting roles in a business:
- Auditor - Readonly;
- Accountant;
- Administrator.
Usage
Example: A process of goods purchase > receive goods in warehouse > sell goods (delivering and invoicing), review newly created journal entries applying the Anglo-Saxon Accounting.
- Step 1: To have the above workflow up and running, other than the to_account_accountant module, you need to install the following software:
- Step 2: Configure the product category and create a new product.
- Step 3: Create a purchase order and receive products at the warehouse.
- Step 4: Create vendor bill and review accounting information.
- Step 5: Create a sales quotation, sales order and deliver products.
- Step 6: Create a customer invoice and check accounting information.
Other features
- Recognize manual journal entries.
- Attach documents on each bank statement record, payment, and journal entry in the system.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
