$ 50.61
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
sh_sync_fiscal_year
|
| License | OPL-1 |
| Also available in version | 17.0 14.0 |
Introduction
Streamline your financial management and ensure compliance with local accounting regulations with the Odoo Accounting Fiscal Year module. This powerful tool provides a comprehensive framework for defining and managing fiscal years and periods that may differ from the standard calendar year. It empowers your accounting team to generate accurate opening and closing entries, control posting in closed periods, and implement approval workflows for period management. This module is an essential asset for any business that needs a flexible, robust, and compliant financial management system.
Key Features
Custom Fiscal Years: Create and manage custom fiscal years and periods (e.g., monthly, quarterly) to align with your country's financial rules.
Opening and Closing Entries: Automatically generate a single, consolidated journal entry to close the previous fiscal year and open the new one.
Period and Year Closing: Close individual periods or the entire fiscal year to prevent further transactions from being posted.
Approval Workflows: Implement an approval process for closing and re-opening fiscal years and periods, adding an extra layer of control.
Transaction Restriction: Prevent the creation of new records in closed fiscal periods and years, ensuring data integrity.
Historical Data Update: A utility to update old records with the correct fiscal year and period information.
Reporting and Analysis: Group and analyze your journal entries by fiscal year and period for more insightful financial reporting.
Benefits
Enhanced Financial Control: Gain precise control over your accounting periods, ensuring that all transactions are recorded in the correct timeframe.
Improved Compliance: Align your accounting practices with local financial regulations and tax requirements.
Increased Accuracy: Reduce the risk of errors and ensure the accuracy of your financial statements with a structured and controlled closing process.
Streamlined Year-End Process: Simplify and automate the year-end closing process, saving time and reducing administrative overhead.
Greater Transparency and Security: An approval workflow for period management provides a clear audit trail and enhances the security of your financial data.
Data Integrity: Protect the integrity of your financial data by preventing unauthorized or incorrect postings to closed periods.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: sh_sync_fiscal_year
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. 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.