Documents - Accounting
by Viindoo
| Lines of Code | 227 |
| Technical name | viin_document_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_document_account |
| Read description for | v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) |
| Included Dependencies | Viindoo Base Documents Management Token Expiration |
Demo video: Documents - Accounting
Problem
In the process of accounting, you have a lot of documents that need to be scanned and attached to the system but cannot be categorized into each specific category. For example, vendor bills, customer invoices, receipts, etc.
Solution
- Document Management app will help you manage accounting-related documents on the system.
- This app generates the following data: Workspaces, Tags, Actions, Teams/Groups, and Document Generation Rules.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_account.
- Press Install.
How to use
Instruction video: Documents - Accounting
Default data
After installing, the system will auto-create the following data:
- Actions: The Move to Customer Invoice, Mark to Vendor Bill actions along with the corresponding action type (Add/replace tags).
- Teams: The Accounting team is auto-created allowing you to give a group of users who don't have the Accounting access right the permission to view the related document.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Accounting workspace is auto-created to contain the accounting-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in accounting as well as the default access rights for the accounting access rights groups.
Note: You can create other document generation rules as well.
How it works
Step 1: Upload documents onto the system
Go to the invoice view. E.g. Access a customer invoice by navigating to Accounting > Customers > Invoices, select an invoice to attach a document. On the chatter section, select the Pin icon and press Add attachments to attach the invoice it can be a pdf file, docs, images, etc.
You can learn more detail about this by referring to the Upload documents from chatter section.
Step 2: Check the attached document
After you attach the documents to the invoice, enter the Documents app, select the Accounting workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
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.
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