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Specific MIS reports for switzerland localization

Project description

Beta License: AGPL-3 OCA/l10n-switzerland Translate me on Weblate Try me on Runbot

This modules provides MIS Builder Report templates for the Switzerland P&L and Balance Sheet according to the official models (STERCHI).

Table of contents

Installation

The normal Odoo module installation procedure applies.

This module depends on the mis_builder module which can be found on apps.odoo.com or the OCA/account-financial-reporting github repository.

Configuration

To configure this module, you need to go to Accounting > Reporting > MIS Reports and create report instance according to the desired time periods and using one of the following templates provided by this module:

  • Suisse - Compte de résultat (Profit and loss account)
  • Suisse – Bilan (Balance sheet)

To obtain correct results, the account codes prefixes must match the official Switzerland chart of account (STERCHI).

Usage

To use this module, you need to go to Accounting > Reporting > MIS Reports and use the buttons available on the previously configured reports such as preview, export, add to dashboard.

Known issues / Roadmap

  • Provides a MIS Builder Report template for the Switzerland VAT Declaration.
  • Rename reports in english as base language to then be translated
  • Translate report names in german

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Camptocamp

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.

This module is part of the OCA/l10n-switzerland project on GitHub.

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

Project details


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