Add default accounting category tags on partner to helps accountant to filter journal entries (invoices).
This can be useful in business where invoices are generated from third party system and 95% of them can be posted and send in mass operation.
It helps to excluded 5% that should be handle manually.
Table of contents
- Accountant user can set default accounting partner category on commercial entity (Invoicing > Customers > Customers):
- Those default categories are used while creating new account moves (invoices):
Which you can change for a given invoice.
- Then you use search bar to filter on category (inclusion and/or exclusion).
Data without filters:
Contains `Tag 1`:
Do not contains `Tag 2`:
Contains Tag 1 but not `Tag 2`:
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- Pierre Verkest
- Pierre Verkest <pierreverkest84@gmail.com>
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/account-invoicing project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.