Demo video: HR Accounting
What it does
Normally, accountants have to manually add and manage expenses related to HR departments separately in different journals. This module provides basic features for the integration between the Accounting and Employees app using Analytic Accounting and Analytic Distribution.
Key Features
- Add the Partner type as Employee on the Payment.
- Configure employee payable and employees advance accounts according to Vietnam Accounting Standards:
- Analytic Account will be generated for each HR department upon department creation;
- Specified general account for each department.
- Allow setting up an account to register each department's expenses.
- Create and manage analytic accounts of each department:
- Automatically create an analytic account for each department created;
- Synchronize the analytic account's name with the respective department.
- Automatically calculate Analytic Distributions when setting up departments on the Analytic Distribution Model.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_hr_account.
- Press Install.
Instructions
Configure expense account, analytic account in each department
1. Create a department and configure an analytic account
Navigate to Accounting > Configuration > Settings, activate the Analytic Accounting and Analytic Tags feature.
Navigate to Employees > Configuration > Departments, and press Create to generate a new department. From here, you can select an accounting to register the expenses of this department. Once done, press Save, and the respective analytic account of the department are also automatically created.
To learn how to use the analytic accounting feature in the Viindoo Accounting software, you can refer to the Analytic account in Viindoo article.
2. Create analytic tags by departments and the distribution percentage
Navigate to Accounting > Configuration > Analytic Tags, press Create to create a new analytic tag. For example, if you want to analyze the revenues/expenses of the Accounting & HR department, you need to create the following analytic tags:
- Analytic tags for each department: Sales, Accounting, and HR;
- Shared analytic tag for both departments: Electricity costs (expenses that should be distributed to all departments).
In the Electricity costs, enable the Analytic Distribution feature then indicate the percentage for each department.
3. Create revenues/expenses linked for respective department
Create a vendor bill and add the shared analytic tag on the invoice line. Then confirm and record payments of this bill.
You can also do similar steps with the customer invoices.
4. View revenues/expenses report by department
Navigate to Accounting > Reporting > Analytic Report to see each department's revenues/expenses.
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