Tryton module for analytic accounting

Navigation

Verified details

These details have been verified by PyPI
Maintainers
Avatar for ced from gravatar.com ced Avatar for nicoe from gravatar.com nicoe Avatar for pokoli from gravatar.com pokoli

Unverified details

These details have not been verified by PyPI
Project links
Meta
  • License: GNU General Public License v3 or later (GPLv3+) (GPL-3)
  • Author: Tryton
  • Tags tryton, analytic, account
  • Requires: Python >=3.5
Classifiers

Project description

The analytic account module adds the fundamentals required to analyse accounting using multiple different axes.

A chart of analytic accounts can be setup for each axis.

Account

An analytic account is defined by these fields:

  • Name

  • Code

  • Company

  • Type:

    • Root: define an axis

    • View: sum amounts of children accounts

    • Normal: store analytic lines

    • Distribution: distribute linked lines between different accounts

  • Parent

  • Balance/Credit/Debit

  • State:

    • Draft

    • Opened

    • Closed

  • Note

Line

An analytic line defines the amount of money from a move line to be assigned to an analytic account. It contains the following fields:

  • Debit/Credit

  • Account

  • Move Line

  • Date

When the linked move is posted, an analytic state is calculated for each of the move lines. It is only valid if all the analytic axes have been completely filled. The incomplete lines can be found in the menu entry “Analytic Lines to Complete”.

Rule

The module contains a rule engine that can automatically create analytic lines when the move is posted, but only if they do not already have analytic lines. The criteria for the rule engine are:

  • Account

  • Party

  • Journal

Project details

Verified details

These details have been verified by PyPI
Maintainers
Avatar for ced from gravatar.com ced Avatar for nicoe from gravatar.com nicoe Avatar for pokoli from gravatar.com pokoli

Unverified details

These details have not been verified by PyPI
Project links
Meta
  • License: GNU General Public License v3 or later (GPLv3+) (GPL-3)
  • Author: Tryton
  • Tags tryton, analytic, account
  • Requires: Python >=3.5
Classifiers

Release history Release notifications | RSS feed

7.4.0

7.2.2

7.2.1

7.2.0

7.0.1

7.0.0

6.8.1

6.8.0

6.6.0

6.4.1

6.4.0

6.2.0

6.0.4

6.0.3

6.0.2

6.0.1

6.0.0

5.8.4

5.8.3

5.8.2

5.8.1

5.8.0

5.6.1

This version

5.6.0

5.4.2

5.4.1

5.4.0

5.2.2

5.2.1

5.2.0

5.0.6

5.0.5

5.0.4

5.0.3

5.0.2

5.0.1

5.0.0

4.8.2

4.8.1

4.8.0

4.6.0

4.4.1

4.4.0

4.2.2

4.2.1

4.2.0

4.0.2

4.0.1

4.0.0

3.8.1

3.8.0

3.6.1

3.6.0

3.4.4

3.4.3

3.4.2

3.4.1

3.4.0

3.2.3

3.2.2

3.2.1

3.2.0

3.0.2

3.0.1

3.0.0

2.8.3

2.8.2

2.8.1

2.8.0

2.6.3

2.6.2

2.6.1

2.6.0

2.4.3

2.4.2

2.4.1

2.4.0

2.2.1

2.2.0

2.0.1

2.0.0

1.8.0

1.6.1

1.6.0

1.4.1

1.4.0

1.2.2

1.2.1

1.2.0

1.0.3

1.0.2

1.0.1

1.0.0

Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distribution

trytond_analytic_account-5.6.0.tar.gz (46.7 kB view details)

Uploaded Source

Built Distribution

trytond_analytic_account-5.6.0-py3-none-any.whl (74.1 kB view details)

Uploaded Python 3

File details

Details for the file trytond_analytic_account-5.6.0.tar.gz.

File metadata

  • Download URL: trytond_analytic_account-5.6.0.tar.gz
  • Upload date:
  • Size: 46.7 kB
  • Tags: Source
  • Uploaded using Trusted Publishing? No
  • Uploaded via: twine/3.0.0 pkginfo/1.5.0.1 requests/2.22.0 setuptools/44.0.0 requests-toolbelt/0.9.1 tqdm/4.40.0 CPython/3.6.10

File hashes

Hashes for trytond_analytic_account-5.6.0.tar.gz
Algorithm Hash digest
SHA256 980cda5d95af842f50d5df32d27ad48f57a133e2f92be23722e237056b1d1b0a
MD5 cc20fe023f05ba1bf346929996720750
BLAKE2b-256 917a5067cf0c34e7847bb83a646939d3137fc0c5dc5258255d6810a3f92ab719

See more details on using hashes here.

File details

Details for the file trytond_analytic_account-5.6.0-py3-none-any.whl.

File metadata

  • Download URL: trytond_analytic_account-5.6.0-py3-none-any.whl
  • Upload date:
  • Size: 74.1 kB
  • Tags: Python 3
  • Uploaded using Trusted Publishing? No
  • Uploaded via: twine/3.0.0 pkginfo/1.5.0.1 requests/2.22.0 setuptools/44.0.0 requests-toolbelt/0.9.1 tqdm/4.40.0 CPython/3.6.10

File hashes

Hashes for trytond_analytic_account-5.6.0-py3-none-any.whl
Algorithm Hash digest
SHA256 850b0ff66c13a729378c40eb481999c0790f7e174faf59866630ea189762947b
MD5 dad46e7f616de696d8f7d670a5664793
BLAKE2b-256 f0d2fd9127b54ed3086571597c1558029249fe9fed840073aef2106f1098d99b

See more details on using hashes here.

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page