Skip to Content

Payment Analytic Account and Analytic Tag

by

19.61

18.0 0
Live Preview
Required Apps Invoicing (account)
Discuss (mail)
Technical Name bi_payment_analytic_account_and_tag
License OPL-1
Also available in version 18.0 15.0
You bought this module and need support ? Click here!
Technical Name bi_payment_analytic_account_and_tag
License OPL-1
Also available in version v 18.0 v 15.0

Introduction

This module enhances financial precision by enabling users to assign both analytic accounts and analytic tags when recording payments. This feature ensures that incoming and outgoing payment entries can be tagged to cost centers, projects, or revenue streams, and further refined with tags for granular analysis. It brings deeper visibility into payment allocations and improves analytic reporting.

Key Features

  • Adds fields to assign analytic accounts and analytic tags at the point of payment entry

  • Supports both customer and vendor payments for comprehensive coverage

  • Ensures analytic dimensions are carried through into journal entries

  • Facilitates structured distribution and tracking of funds according to analytic allocations

Benefits

  • Enhances financial transparency by attributing payment data to analytic dimensions

  • Improves budget tracking and control through granular categorization of payment activity

  • Supports refined reporting and performance analysis by department, project, or campaign

  • Maintains consistency in analytic accounting without requiring post-entry adjustments

Compatibility & Technical Details

  • Technical Name: bi_payment_analytic_account_and_tag

  • Required Modules: Accounting with Analytic Accounting and Analytic Tags enabled

  • License: OPL-1 (Odoo Proprietary License) or compatible

  • Installation Steps:

    1. Enable Analytic Accounting and Analytic Tags in the accounting settings.

    2. Install this module to add analytic fields to payment forms.

    3. Use the analytic account and tag fields when creating payments to link entries to the correct analytic dimensions.

Snow

Odoo Gold Partner Odoo Best Partner
India   | Malaysia
"Your System is the Engine of Growth – Genuine Apps Keep It Running Smoothly."
Browseinfo
Best Odoo Gold Partner in India 2024 - Trusted Expertise
Browseinfo
Community
Enterprise
Odoo.sh

Payment With Analytic Account and Analytic Tag Odoo App

Cost Center on Account Payment Odoo Apps

Payment Analytic Account and Analytic Tag Odoo Apps

Streamline Finance Analytics with Tagged Payment Flows

Select Account and Analytic Tag on Invoice Payment Odoo Apps

Browseinfo

Analytic Account and Tag on Payment Odoo App helps users to add/select analytic distributions on account payment. When payment is posted then the selected analytic distribution will be passed on created journal items from the payment. Users also can add an analytic distributions while registering payment from invoice and selected analytic distributions will be passed on created journal items.

Add Analytic Distribution on Payment

User can add multiple analytic distribution while creating payment or registering payment for invoice/bill.

Analytic Distribution on Journal Entry and Journal Item

User can see selected analytic distributions on payment also pass to journal entry and journal item.

User Analytic Account Access


Add Analytic Distribution on Payment

While creating payment user can add multiple analytic distribution on payment.


Analytic Distribution on Journal Entry

When payment is posted then selected analytic distribution will also passed on journal entry created for that payment.


Analytic Distribution on Journal Item


Add Analytic Distribution on Register Payment

While registering payment for customer invoice/vendor bill user can also add analytic distribution on register payment.



Analytic Distribution on Journal Entry

User can see selected analytic distribution while registering payment will also passed on journal entry created for that payment.


Analytic Distribution on Journal Item

Selected analytic distribution will also passed on journal items created for payment.


Analytic Distribution on Account Payment



Version : 18.0.0.0
16 October 2024

Initial release of the app.


This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

Please raise your ticket to use on [email protected] We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : [email protected]
Support : [email protected]


Need Functional Help? Scan Here!
Create Support Ticket
Snow
Explore comprehensive Odoo solutions with our expert team at Browseinfo. As your trusted Odoo Gold Partner, we provide top-tier services including Odoo customization, development, migration, implementation, training, and ongoing support.


Must-Have Apps



Best of the Best Apps

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.