trytond-analytic-account

Tryton module for analytic accounting

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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

These details have not been verified by PyPI

Project links

Release history Release notifications | RSS feed

7.4.0

Nov 4, 2024

7.2.2

Jun 2, 2024

7.2.1

May 1, 2024

7.2.0

Apr 29, 2024

7.0.1

Jun 2, 2024

7.0.0

Oct 30, 2023

6.8.1

Jun 2, 2024

6.8.0

May 1, 2023

6.6.0

Oct 31, 2022

6.4.1

Nov 5, 2022

6.4.0

May 2, 2022

6.2.0

Nov 1, 2021

This version

6.0.4

Jun 2, 2024

6.0.3

Nov 4, 2021

6.0.2

Jul 21, 2021

6.0.1

Jun 17, 2021

6.0.0

May 3, 2021

5.8.4

Nov 4, 2021

5.8.3

Jul 21, 2021

5.8.2

Jun 17, 2021

5.8.1

Jan 1, 2021

5.8.0

Nov 2, 2020

5.6.1

Jan 1, 2021

5.6.0

May 4, 2020

5.4.2

May 15, 2020

5.4.1

Apr 4, 2020

5.4.0

Nov 4, 2019

5.2.2

May 15, 2020

5.2.1

Apr 4, 2020

5.2.0

May 6, 2019

5.0.6

Nov 4, 2021

5.0.5

Jul 21, 2021

5.0.4

Jun 17, 2021

5.0.3

May 15, 2020

5.0.2

Apr 4, 2020

5.0.1

Feb 19, 2019

5.0.0

Oct 1, 2018

4.8.2

Feb 19, 2019

4.8.1

May 21, 2018

4.8.0

Apr 23, 2018

4.6.0

Oct 30, 2017

4.4.1

Nov 8, 2017

4.4.0

May 1, 2017

4.2.2

Nov 8, 2017

4.2.1

Jun 6, 2017

4.2.0

Nov 28, 2016

4.0.2

Jun 6, 2017

4.0.1

May 11, 2016

4.0.0

May 2, 2016

3.8.1

Jun 6, 2017

3.8.0

Nov 2, 2015

3.6.1

Jun 6, 2017

3.6.0

Apr 20, 2015

3.4.4

Jun 6, 2017

3.4.3

Dec 22, 2015

3.4.2

May 22, 2015

3.4.1

Mar 1, 2015

3.4.0

Oct 20, 2014

3.2.3

Sep 19, 2015

3.2.2

Mar 1, 2015

3.2.1

Jul 2, 2014

3.2.0

Apr 21, 2014

3.0.2

Mar 1, 2015

3.0.1

Jul 2, 2014

3.0.0

Oct 21, 2013

2.8.3

Mar 1, 2015

2.8.2

Jul 2, 2014

2.8.1

Dec 4, 2013

2.8.0

Apr 22, 2013

2.6.3

Mar 1, 2015

2.6.2

Jul 2, 2014

2.6.1

Dec 4, 2013

2.6.0

Oct 22, 2012

2.4.3

Jul 2, 2014

2.4.2

Dec 4, 2013

2.4.1

Apr 24, 2012

2.4.0

Apr 23, 2012

2.2.1

Dec 4, 2013

2.2.0

Oct 24, 2011

2.0.1

Dec 4, 2013

2.0.0

Apr 27, 2011

1.8.0

Nov 1, 2010

1.6.1

Nov 3, 2010

1.6.0

May 12, 2010

1.4.1

Nov 3, 2010

1.4.0

Oct 19, 2009

1.2.2

Nov 3, 2010

1.2.1

Jul 7, 2009

1.2.0

Apr 20, 2009

1.0.3

Jul 6, 2009

1.0.2

May 11, 2009

1.0.1

Dec 1, 2008

1.0.0

Nov 17, 2008

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