Odoo Chart Of Accounts
Dagny Westall
I have been doing a "migration" through import/export and thought that by choosing Configurable Chart, I could easily bring my last Chart in. It was based upon one of the US Charts (I need to check in fact).
In the end the Path was indeed creating a New Database and then importing data sets into it. Second time around on this I learned how to properly "pre tag" and how to assign products to categories during the import.
For me the US Chart off accounts / Product Sales Version (I still need to understand the secondary part of the template application but it worked so lets move on). I then added some view categories to more line up with our pre-existing chart. Will fine tune that before we start purchasing through the system.
I read about mass_editing but felt I needed to better understand BZR to install. I have server / addons and / web in separate folders. It seems this is not a standard addon so that I need to pull a new Branch. My question is whether this will automatically be recognized by the server once pulled. Thank you for your note. The Chart is very much of a Foundation Block for the system and the Migration process for partners/product/etc is not nearly as easy as it could be. Thank you!
not finding how to mail you on this system. you could send with landis(period)arnold(at)gmail(period)com I suppose I could pull from the and try to install the way I used to in verr 6.0.3 (but have not seen in 7)
Update: OpenERP started supporting community extensions so was able to bring Mass Editing in without trouble (keep your users small to do so this way. Have learned to do BZR Pulls however so not as daunting. Module works relatively well for "uniform" type updates! Thanks for that Serpent!
I have moved to Odoo 9 from Odoo 8. I am setting up my chart of accounts and I can't seem to get a grasp on how to see consolidated accounts or the hierarchy that existed in Odoo 8. The new method is to just create accounts that aren't linked in any way into a consolidated view. This is a big problem. How do I achieve this in Odoo 9?
Hi Ray. Thanks for your reply, it's greatly appreciated. I'm a little unnerved by version 9 and i'm struggling to find my way around. Please tell me, above you mention using reports for this. However i see the report menu is gone and under accounting reports I only have invoices and PDF reports. What am I missing?
I don't know of way to do this in the Community version without additional customization. The Enterprise version is where you can modify reports to aggregate in a more powerful way than with just view accounts.
As specified in the error message, you have to configure the chart of accounts for the company. Go to Accounting -> Settings/Configuration, here you can see the option for selecting the company and set the chart of account for selected company
the only solution is that we can install the chart of account for each company, by switching on the companies on the top right corner, and if you want codes and names of chart of account to be the same for each company you can keep them
The chart of accounts will display all configured accounts in Odoo which is used for various business procedures that accurately record all business transactions. It can be considered as a list of all the accounts used for financial transactions of a company. These accounts will keep track of the financial exchanges in the general record of the organization. This list will be helpful to manage various factors in finance management.
In the Odoo Invoicing module, you can easily create and customize a chart of accounts as per your business requirement. You will be able to get the Chart of Accounts platform from the Configuration menu of the Invoicing module.
When you enter the platform, you will be able to get a list of all business accounts that are already configured to the Odoo Invoicing platform. Odoo provides you the List as well as Kanban view that you can select one among them according to your preference. The Default and Customizable Filters and Group By options can be used to locate any of the accounts listed on this platform. You can also add accounts to your Favorite list.
When you click the Create option, you will get additional space on the top of the existing list to add details about the Code, Account Name, Type, and Company. You can allow or decline the Reconciliation option in the same window. In the available list of Chart of Accounts, you can see a Setup option that will help you to view and edit the data regarding the accounting aspects of the accounts.
Accounting Type is used for information purposes, to generate country-specific legal reports, and to set the rules to close a fiscal year and generate opening entries. Optional Tags can be used if you want to assign them for custom reporting. Allowed Journal will define in which journals this account can be used. The account prefix can determine the account Groups. It is used to group accounts based on account type or based on requirements. By enabling the Deprecated option, Odoo will allow you to deactivate the account without deleting it.
Because the Swiss localization with almost 2000 accounts is much too bloated for small companies and is also lacking of translations, I started to create a complete set of accounts and tax templates myself.
I have checked the chart of accounts, the accounts, everything is empty, no accounts are setup. I have checked the database where company-id and account-code build a combined key, but there are no account records, the accounts table is empty and therefore it is impossible that duplicate entries could create a cconstraint error.
Please someone tells me that I'm not stupid, but only the first. Should I post this as an issue and what can I do to receive the appropriate attention as this would be a severe and major issue, especially for Switzerland, where no usable accounting localization for small companies is available (sorry, camp2camp, but I'm willing to contribute!).
@Ermin,Thanks, i'll keep an eye on that github issue for any response from Odoo. Have you managed to reproduce this on an instance outside of a Bitnami stack?The fact it is running inside Bitnami is likely to be completely unrelated to the issue you are facing, however it would be interesting to test this just installing from source.Could you provide me with details about how you installed your Odoo 8.0 instance, as well as PostgreSQL version, OS version, etc? I would like to try and setup a development environment that mirrors yours so that I can try to reproduce myself and confirm this as a bug.
I was so frustrated because I've lost about 25 hours setting up an accounting system in 4 languages, I've never tried it again. I, for myself, am not experienced enough to setup my own "native" installation.
I'd recommend trying to install Odoo 8.0 by installing a fresh clean install of Ubuntu 14.04 from on either a local computer in your office, or on a virtual machine (eg. virtualbox - ). Here's a step by step tutorial on how to setup Ubuntu 14.04 in virtualbox:
=QkJmahizwO4
Once you have a clean install of Ubuntu 14.04 in your virtualbox VPS (you can install virtualbox on any computer you use without affecting the OS install on that computer) you can just open a terminal and run the following commands:
cd tmp
sudo wget -install-scripts/master/odoo-saas4/ubuntu-14-04/odoo_install.sh
sudo sh odoo_install.sh
this will run an install script that will take care of installing Odoo on your Virtualbox VPS for testing. Once the script has finished running you'll need to follow the instructions on screen and restart your Virtualbox VPS.
Once you have restarted you should have an Odoo instance running inside that virtual machine. You'll be able to access it within the VPS by going to a browser (if you installed Ubuntu 14.04 Desktop version) and visiting the following URL:
:8072
if you would like to access the Odoo instance outside of your virtualbox VPS you will just need to open a terminal inside your VPS again and type in the following command:
ifconfig
This will give you your VPS's local IP address on your network. You can then just visit:
:8072 (replace 192.168.1.123 with whatever your VPS's local IP address was from the output of ifconfig).
From my understanding Bitnami has it's own install script that has had some issues in the past. If you are able to reproduce the bug you have described outside of a bitnami instance (eg. the above method installs from the latest source code on github), then it definitely warrants further inspection from Odoo SA, and I will try to push for them to take a look at this issue on github.
Please feel free to comment back if you run into any issues.
I have successfully installed a clear odoo instance and started testing. When I have created a new database using the backup, creating of chart of accounts failed again with the same error.When I created an empty database in single company mode with only the finance and accounting module installed, it worked. Now it needs further testing. Next I will create a new database and try the same again in multi-company mode. I'll keep you posted.
@Ermin,Out of interest have you done an update of odoo from github and a corresponding command line update of all modules?Please make sure you have a safe copy of the original database before doing this, and do a command line update as follows:1) sudo service odoo-server stop2) cd /opt/odoo/odoo-server3) sudo git pull4) sudo su odoo5) ./openerp-gevent --update=all -c /etc/odoo-server.conf6) Step 4 will take a long time as it updates every module in your database. You should attempt to view your Odoo instance in a browser during this time. Once Odoo loads in the browser the update has finished and you can do a Ctrl + C or Control + C depending on your OS.7) exit8) sudo service odoo-server startOnce you have updated all modules i'd recommend trying with the (newly) updated database again. If this does not work it may mean that the old database is somehow corrupted, in which case you'll need to export all data to import into a brand new database.I've run into similar issues before (between old backups and updates). Unfortunately sometimes there is no option but to save the data from the old database and migrate it to a brand new database. This has not happened to me often, however I have run into it once or twice with theme module development on older databases.
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