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Lock each journal independently

Project description

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

Lock each accounting journal independently.

In addition to the lock dates provided by standard Odoo, this module provides a ‘Lock Date’ and a ‘Lock Date for Non-Advisers’ per journal.

This module also adds a wizard that allows you to update the ‘Lock Date’ and the ‘Lock Date for Non-Advisers’ for several Journals at the same time.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Invoicing > Configuration > Journals
  2. Open a Journal and set the ‘Lock Date’ and the ‘Lock Date for Non-Advisers’ in the’ Advanced Settings’ tab of the form view or select several Journals in the list view and click on the action menu ‘Update journals lock dates’ to update those dates for the selected journals at the same time.

Usage

If the logged-in user has the access group ‘Adviser’, he/she will not be able to create a journal entry if the ‘Lock Date’ of the journal is greater than or equal to the journal entry.

If the logged-in user has not the access group ‘Adviser’, he/she will not be able to create a journal entry if the ‘Lock Date for Non-Advisers’ of the journal is greater than or equal to the journal entry.

Known issues / Roadmap

  • the module does not check that all moves prior the lock date are posted, this could be made as part of the wizard

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

  • ACSONE SA/NV
  • Tecnativa

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.

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.

Project details


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