OCA / account-financial-tools / 2903

82%

9.0: 57%

Pull #690

travis-ci

[ADD] account_group: Groups for accounts

Installation
============

If you have already the chart of accounts loaded on your company, you will
need to update it through the module `account_chart_update`. Follow the
instructions on that module for that.

Configuration
=============

To configure account groups, you need to:

* Be "Account / Adviser" role.
* Go to *Invoicing > Configuration > Accounts Groups*.
* Create or modify existing groups.

For assigning groups to account templates, you have to:

* Set the group on your account chart module or extension.
* Or develop/create UI access.

When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.

Usage
=====

For assigning groups to accounts:

* Go to *Invoicing > Adviser > Chart of Accounts*.
* Edit one account and set "Group" field.

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