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Payment Analytic Account and Analytic Tag

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$ 19.61

18.0 0
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Required Apps • Invoicing (account)
• Discuss (mail)
Technical Name bi_payment_analytic_account_and_tag
License OPL-1
Also available in version 18.0 15.0
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Introduction

This module enhances financial precision by enabling users to assign both analytic accounts and analytic tags when recording payments. This feature ensures that incoming and outgoing payment entries can be tagged to cost centers, projects, or revenue streams, and further refined with tags for granular analysis. It brings deeper visibility into payment allocations and improves analytic reporting.

Key Features

  • Adds fields to assign analytic accounts and analytic tags at the point of payment entry

  • Supports both customer and vendor payments for comprehensive coverage

  • Ensures analytic dimensions are carried through into journal entries

  • Facilitates structured distribution and tracking of funds according to analytic allocations

Benefits

  • Enhances financial transparency by attributing payment data to analytic dimensions

  • Improves budget tracking and control through granular categorization of payment activity

  • Supports refined reporting and performance analysis by department, project, or campaign

  • Maintains consistency in analytic accounting without requiring post-entry adjustments

Compatibility & Technical Details

  • Technical Name: bi_payment_analytic_account_and_tag

  • Required Modules: Accounting with Analytic Accounting and Analytic Tags enabled

  • License: OPL-1 (Odoo Proprietary License) or compatible

  • Installation Steps:

    1. Enable Analytic Accounting and Analytic Tags in the accounting settings.

    2. Install this module to add analytic fields to payment forms.

    3. Use the analytic account and tag fields when creating payments to link entries to the correct analytic dimensions.

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.