Documents - Accounting
by Viindoo
| Lines of Code | 681 |
| Technical name | viin_document_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_document_account |
| Read description for | v 14.0 v 15.0 v 16.0 v 18.0 v 19.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
The invoice and the paper behind it, filed together
Documents attached to invoices, bills and journals, filed in the Documents app with its workspaces, tags and access control.
Documents - Accounting (technical name viin_document_account) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for accountant, auditor, chief accountant, document manager.
At a Glance
The facts of Documents - Accounting, version 0.1.1, in one place. Published by Viindoo.
How It Works
Two screens.
On the invoice
The papers behind the entry, one click away.
In the document system
The same files, with workspaces, tags and rules around them.
What You Get
Documents linked to invoices, bills and journals
Reachable from the accounting document and from the workspace
Workspaces, tags and automation rules from the document system
Access controlled separately from the accounting record
Supports an audit request without a week of clicking
Existing attachments keep working
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Documents
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Digitisation and OCR are a different product.
They keep working; filing them is a deliberate move.
Which is the point.
That is the half it bridges to.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Documents - Accounting?
Accountant
Files the supporting document where it can be found again.
Auditor
Gets a folder rather than a list of records to open.
Chief accountant
Restricts sensitive files without restricting the ledger.
Document manager
Applies the same rules as to every other file.
Frequently Asked Questions
What does Documents - Accounting do?
Documents attached to invoices, bills and journals, filed in the Documents app with its workspaces, tags and access control.
What does Documents - Accounting not do?
It does not read invoices. Digitisation and OCR are a different product. It does not migrate old attachments. They keep working; filing them is a deliberate move. Access is the document system's. Which is the point. It needs the Documents app. That is the half it bridges to.
Who is Documents - Accounting for?
Accountant: Files the supporting document where it can be found again. Auditor: Gets a folder rather than a list of records to open. Chief accountant: Restricts sensitive files without restricting the ledger. Document manager: Applies the same rules as to every other file.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_document, account. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Document Management (viin_document): The filing system itself. Purchase Documents (viin_document_purchase): The order behind the bill. Accounting Reports (to_account_reports): What the auditor reads alongside them.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_document_account; pre-sales questions go to sales@viindoo.com.
See Documents - Accounting in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_document.document_document_action
Need help with Documents - Accounting?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.1 - Latest on the 17.0 line
- Journals as well as entries can carry their documents.
Installation
- Navigate to Apps.
- Search with keyword viin_document_account.
- Press Install.
How to use
Instruction video: Documents - Accounting
Default data
After installing, the system will auto-create the following data:
- Actions: The Move to Customer Invoice, Mark to Vendor Bill actions along with the corresponding action type (Add/replace tags).
- Teams: The Accounting team is auto-created allowing you to give a group of users who don't have the Accounting access right the permission to view the related document.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Accounting workspace is auto-created to contain the accounting-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in accounting as well as the default access rights for the accounting access rights groups.
Note: You can create other document generation rules as well.
How it works
Step 1: Upload documents onto the system
Go to the invoice view. E.g. Access a customer invoice by navigating to Accounting > Customers > Invoices, select an invoice to attach a document. On the chatter section, select the Pin icon and press Add attachments to attach the invoice it can be a pdf file, docs, images, etc.
You can learn more detail about this by referring to the Upload documents from chatter section.
Step 2: Check the attached document
After you attach the documents to the invoice, enter the Documents app, select the Accounting workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
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.