Ledger Account Parent & Hierarchy

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Version: V12
Environment: Enterprise


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Story behind the features

ODOO BEHAVIOR

In v11, Odoo never proposed an easy and generic way to see a hierarchy view.

CLUEDOO BEHAVIOR

Cluedoo adds the hierarchy view as generic, which can be activated on any view as a list or a form view. Then, you can have a structured hierarchy view on any field which has the notion of parent (and so notion of hierarchy).

MODULE +

By doing it generic, you can use it on the classic view - chart of account, chart of analytic account, product category structure but also on any view you are interested in getting a hierarchy.

BUSINESS CASE

For project control, you need to have your chart of analytic account to analyze your project at the top level then go down in the analysis by sublevel of the project.

CLUEDOO RECOMMENDATION

Installation: 100% of the database.

Recommendation / Best practice: be careful to filter on the regular in order to get only the general tree. And take the habit to never put any records on a parent, even if Odoo does not always forbid this record.

Our features as solution

View your accounts structure

How to use this module ?

Analytic Account

1.

Go to Analytic Accounts. Create parent analytic account.






2.

You can also see your chart of analytic accounts structure on Hierarchy View.







3.

On tree view, it shows name and full name of the analytic accounts.





Accounts

1.

Go to Chart of Accounts. On tree view, it shows account type.





2.

On hierarchy view, you can also see accounts structure.