Account Period Lock

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Give the possibility to lock the period based on timeframe (e.g. each month) and based on access right (e.g. accountant, adviser, etc.)


Version: V13


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STORY BEHIND THE FEATURES

ODOO BEHAVIOR

Odoo Standard proposes only 1 date to lock the accounting entries, which is quite restrictive, especially at the end of the fiscal year.

CLUEDOO BEHAVIOR

Cluedoo gives the possibility to split your fiscal year in different period and to give independent lock dates for each period according to access rights (accountant, adviser and with some extra option, employee for timesheet and expense).

MODULE +

When the adviser and/or the accountant needs to review some entries in one specific period, like December for the closing, he/she only has to open the related period and so does not take the risk to modify anything in other closed periods.

BUSINESS CASE

If your fiscal year finish on 31/12, you will certainly work on it up to April in order to prepare the audit but you will already have to close the current year (january, february, march) each 10 of the next months to be sure daily records are properly done.

CLUEDOO RECOMMENDATION

Installation: install 100% of the database.
Recommendation: to be installed as soon as you have an accounting department with more than 1 user.

OUR FEATURES AS SOLUTION

Create Periods Lock

You can create monthly period or 3 months period then you also have the list of periods

HOW TO USE THIS MODULE ?

1

ADVISER

On Periods Lock menu, create the period lock, select start date and end date, then choose if you want to create per month period then click Create Monthly Periods or you want to create per 3 month period then click Create 3 Months Periods, after that the periods lock lines are created automatically.
For example here, we set: 
Start Date: 01/01/2020; 
End Date: 12/31/2020; 
Lock Gap Days Non-Adviser: 25;
Lock Gap Days Advisor: 30.


2

ADVISER

On Periods menu, the list of periods is automatically created per month.


3

NON ADVISER

When a non-adviser user create an invoice with invoice date before non-adviser lock gap days, the user cannot save the invoice and there will be a warning.
Ex:
Today: 28 Jan 2021
Invoice date: 31 Dec 2021
End of Period: 31 Dec 2021
Non-Advisor Lock Gap Days: 25 Jan 2021 

Note: same behavior on Adviser Lock Gap Days



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