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Account Parent & Child Hierarchy | Chart Of Account Hierarchy | Folded Chart Of Account Hierarchy | Unfolded Chart Of Account Hierarchy

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name sh_account_parent
License OPL-1
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Technical Name sh_account_parent
License OPL-1

Introduction

Bring a new level of clarity and organization to your financial reporting with the Parent Account Hierarchy module for Odoo. This powerful tool enhances Odoo's native accounting capabilities by allowing you to create a hierarchical structure within your chart of accounts. By setting parent-child relationships, you can organize your accounts into logical groups and visualize your financial data in a clear, expandable tree view. This module is an essential asset for any business seeking a more intuitive and insightful way to manage and analyze its financial information.

Key Features

  • Hierarchical Chart of Accounts: Create a parent-child hierarchy for your accounts, providing a structured and organized view of your financial data.

  • Tree View Visualization: View your chart of accounts in a clear and intuitive tree structure, allowing you to easily expand and collapse parent accounts to see their children.

  • Flexible Reporting: Generate hierarchical reports based on either the account structure or the account type, providing different perspectives on your financial data.

  • Advanced Filtering Options: Filter your reports by date, target moves (all entries or posted entries only), and display options (all accounts or only those with movements).

  • Initial Balance Display: Optionally include the initial balance of each account in the hierarchy view for a more complete financial picture.

  • PDF and Excel Export: Export your hierarchical reports to both PDF and Excel formats for easy sharing and further analysis.

Benefits

  • Improved Financial Clarity: Gain a clearer and more intuitive understanding of your financial data with a structured and hierarchical chart of accounts.

  • Enhanced Financial Analysis: Easily analyze your financial data at different levels of detail, from high-level summaries to individual account transactions.

  • Streamlined Reporting: Simplify your financial reporting process with a clear and organized view of your chart of accounts.

  • Better Decision-Making: Make more informed financial decisions with a deeper and more insightful view of your company's financial structure.

  • Increased Efficiency: Save time and effort in managing and analyzing your financial data with a more organized and intuitive system.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail)

  • License: OPL-1

  • Technical Name: sh_account_parent

  • Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.

Odoo Proprietary License v1.0
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.
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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