diff --git a/accounting/others.rst b/accounting/others.rst index 4344226ec..88b49053b 100644 --- a/accounting/others.rst +++ b/accounting/others.rst @@ -5,6 +5,7 @@ Others .. toctree:: :titlesonly: + others/configuration others/analytic others/taxes others/adviser diff --git a/accounting/others/configuration.rst b/accounting/others/configuration.rst new file mode 100644 index 000000000..779dd5f21 --- /dev/null +++ b/accounting/others/configuration.rst @@ -0,0 +1,8 @@ +============= +Configuration +============= + +.. toctree:: + :titlesonly: + + configuration/account_type diff --git a/accounting/others/configuration/account_type.rst b/accounting/others/configuration/account_type.rst new file mode 100644 index 000000000..057e96c63 --- /dev/null +++ b/accounting/others/configuration/account_type.rst @@ -0,0 +1,86 @@ +================================================== +What is an account type and how do I configure it? +================================================== + +What is an account type ? +========================== + +An account type is a name or code given to an account that indicates the +account's purpose. + +In Odoo, Account Types are used for information purpose, to generate +country-specific legal reports, set the rules to close a fiscal year and +generate opening entries. + +Basically Account types categorize general account with some specific +category according to its behaviour or purpose. + +Which are the account types in Odoo ? +===================================== + +Odoo covers all accounting types. Therefore, you cannot create new +account types. Just pick the one related to your account. + ++-----------------------------+ +| **List of account types** | ++=============================+ +| Receivable | ++-----------------------------+ +| Payable | ++-----------------------------+ +| Bank and Cash | ++-----------------------------+ +| Current Assets | ++-----------------------------+ +| Non-current Assets | ++-----------------------------+ +| Prepayments | ++-----------------------------+ +| Fixed Assets | ++-----------------------------+ +| Current Liabilities | ++-----------------------------+ +| Non-current Liabilities | ++-----------------------------+ +| Equity | ++-----------------------------+ +| Current Year Earnings | ++-----------------------------+ +| Other Income | ++-----------------------------+ +| Income | ++-----------------------------+ +| Depreciation | ++-----------------------------+ +| Expenses | ++-----------------------------+ +| Direct Costs | ++-----------------------------+ + +How do I configure my accounts ? +================================ + +Account types are automatically created when installing a chart of +account. By default, Odoo provides a lot of chart of accounts, just +install the one related to your country. + +It will install generic accounts. But if it does not cover all your +cases, you can create your own accounts too. + +.. note:: + + If you are a Saas User, your country chart of account is + automatically installed. + +To create a new accounts, go to the Accounting application. Open the +menu :menuselection:`Adviser --> Chart of Accounts`, the click on the +**Create** button. + +.. image:: ./media/type01.png + :align: center + +.. demo:fields:: account.action_account_form + +.. demo:action:: account.action_account_form + + View *Create Account* in our Online Demonstration diff --git a/accounting/others/configuration/media/type01.png b/accounting/others/configuration/media/type01.png new file mode 100644 index 000000000..d44b44e62 Binary files /dev/null and b/accounting/others/configuration/media/type01.png differ