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Spread costs and revenues from contracts

Project description

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runboat

This module allows to spread costs or revenues over a period defined in a contract.

When creating recurring invoices, the cost/revenue spread functionality is enabled on the invoice lines. The costs/revenues spread functionality is provided by module account_spread_cost_revenue.

Table of contents

Configuration

Under Invoicing -> Configuration -> Accounting -> Spread Templates, create a new spread template.

  • Spread Type

  • Spread Balance Sheet Account

  • Journal

Usage

Create a contract that will generate recurring invoices. On its lines, the spreading right-arrow icon are displayed in dark-grey color.

Click on the spreading right-arrow icon. A wizard prompts to enter a Spread Template.

Click on Confirm button: the selected Spread Template will be automatically displayed.

Go back to the contract. The spreading functionality is now enabled on the contract line: the spreading right-arrow icon is now displayed in green color.

When generating an invoice from the contract, the spread table will be automatically created and linked to the respective invoice line. The spread date is the date from the next invoice date present in the contract. The period of the contract is copied to the spread. So if the contract is 3 months, it will also set the spread period to 3x1 months.

Changelog

11.0.1.0.0

  • [ADD] Module account_spread_contract.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Onestein

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

astirpe

This module is part of the OCA/account-financial-tools project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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