We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on [email protected]. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on [email protected].
Accounting Fiscal Year
$ 49.50
$ 49.50
v
17.0
0
| Technical name | sh_sync_fiscal_year |
| License | OPL-1 |
| Website | https://www.softhealer.com |
Accounting Fiscal Year
Do you want to manage your fiscal year based on the financial rule of your country? A fiscal year system created for those countries where opening/closing entries are different or government accounting purposes are not the same as a calendar year. This module helps to manage fiscal years, You can generate opening and closing entries for the fiscal year. You can create your own fiscal year or you can generate a monthly or three month period for the fiscal year. You can close a fiscal year, cancel closing entries, or can close a particular period. Here income account, expense account default created for centralization & journal created with default debit and credit accounts. You can group by entries based on the fiscal year or period. Hurray!
Hot Features
Manage Fiscal Year Based On Financial Rule
Generate Opening & Closing Entries
Create Own Fiscal Year
Close a Fiscal Year
Cancel Closing Entries
Close a Particular Period
Default Income Account & Expense Account
Journal With Default Debit & Credit Accounts
Restrict Record Creation for Closed Fiscal Year
Features
- You can manage the fiscal year based on your financial rule.
- You can generate opening and closing entries for the fiscal year.
- You can create your own fiscal year.
- You can generate a monthly or three month period for the fiscal year.
- You can restrict record creation for the closed fiscal period and closed fiscal year.
- Enable approval for fiscal year closing and fiscal year re-opening.
- Enable approval for fiscal year period closing and fiscal year period re-opening.
- You can close a fiscal year, cancel closing entries, or can close a particular period.
- Income account & expense account default created for centralization.
- Journal created with default debit and credit accounts.
- You can group by entries based on the fiscal year or period.
- No special configuration required just install it and cheers!
- This module saves your important time.
- It reduces human efforts.
These screenshots are taken in Odoo 16 version. We will be updating new screenshots in the near future. If you have any queries, please feel free to reach out to us at support
Go to invoice => configuration, select the fiscal year to create fiscal year and periods.
You can generate a monthly or three month period for the fiscal year. Click the button and enter the fiscal year and code with start and end date.
Month wise period generated, list view of periods looks like below.
Three month-wise periods generated, list view of periods looks like below.
The list view of the fiscal year looks like below.
The list view of all periods looks like below.
Opening income account default created for centralization.
Opening expense account default created for centralization.
Journal created with default debit and credit accounts.
Go to invoice => configuration, select "Generate Opening Entries" to generate opening or old year closing entries.
After that one wizard open, select opening/closing year, opening journal & period of the new year.
Opening journal entry created in the journal entries.
The opening journal entry form view looks like below.
Go to invoice => configuration, select "Cancel Closing Entries" to cancel created opening balance entry.
After one wizard opens, select the fiscal year which journal entry you want to remove.
The fiscal year form view look like below, you can see journal entries here.
Go to invoice => configuration, select "Close a Fiscal Year" to close the fiscal year.
After one wizard opens, select the fiscal year and click the close button.
All the periods and state of the fiscal year closed.
Go to invoice => configuration, select "Close a Period" to close the particular period.
You can close a mass period or a particular period.
If you want to close a particular period from the form view then click the "Close Period" button.
After that notification occurs, click "Ok" to close that period.
If you want to reopen the closed period then click "Reopen Period" in period form view.
You can group by entries based on the period.
You can group by entries based on the fiscal year.
If you make any invoice then auto computes period and fiscal year based on the accounting date.
You can update the fiscal year and periods on old records using the "Update Old Records" button.
Tick "Enable Approval work Flow" for approval flow for fiscal year closing and fiscal year re-opening & fiscal year period closing and fiscal year period re-opening.
Configuration for approval workflow in fiscal year and period.
Enable Approval Fiscal Year Flow
Go to invoice => configuration, select the fiscal year to create fiscal year.
State of the fiscal year is "Open".
Go to invoice => configuration, select "Close a Fiscal Year" to close the fiscal year.
After one wizard opens, select the fiscal year and click the close button.
Now state of the fiscal year is "Waiting for Approval".
Which user has access rights of the "Fiscal year Closing Approval" that user can approve for fiscal year closing.
When that user press the "Approve and Close Fiscal year" button, state of the fiscal year is "Close".
So after that, state of the fiscal year are "Close" and then the "Re-Open Fiscal Year" button press for the reopen the closed fiscal year.
After one popup opens, press "Ok" for the re-open fiscal year.
Now state of the fiscal year is "Waiting for Re-Open Approval".
Which user has access rights of the "Fiscal year Re-opening Approval" that user can approve for fiscal year re-opening.
When that user press the "Approve and Re-Open Fiscal year" button, the state of the fiscal year changes to the "Open".
Now the state of the fiscal year is "Open".
Enable Approval Periods Flow
Go to invoice => configuration, select "Periods".
The state of the periods is "Open", press the "Close Period" button to close the periods.
After one popup opens, press "Ok" to close the periods.
Now the state of the periods is "Waiting for Approval".
Which user has access rights of the "Fiscal year Period Closing Approval" that user can approve for fiscal year period closing.
When that user press the "Approve and Close This Period" button, the state of the period is "Closed".
So after that, the state of the period is "Closed" and then the "Re-Open Period" button press for the reopen the closed period.
After one popup opens, press "Ok" for the re-open period.
Now state of the period is "Waiting for Re-Open Approval".
Which user has access rights of the "Fiscal year Period Re-opening Approval" that user can approve for fiscal year period re-opening.
When that user press the "Approve and Re-Open this period" button, the state of the fiscal year period changes to the "Open".
Now the state of the period is "Open".
Tick "Restrict Record Creation For Closed Fiscal Period Or Closed Fiscal Year" to restrict record creation for closed fiscal year & period in the invoice, bill, credit note & debit note.
Our fiscal year period state is "Closed".
Now we make a record of that closed fiscal year period.
So it shows an alert for that.
Pivot view with fiscal year and period.
Version 17.0.1 | Released on : 4th December 2023
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).
Multi-Languages
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