Account Manual Entry Restricted

Restrict manual journal entries per account

Technical Name:
account_manual_entry_restricted
Version:
12.0
License:
Author:
Numigi
https://kastor.lab.numigi.net/web/image/product.template/856/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Account Manual Entry Restricted

Context

In vanilla Odoo, a user with basic access may create and post journal entries manually.

As accountant / controller, you might want to keep control over some specific accounts. You do not want people to accidentaly write in these accounts.

Summary

This module adds a field Entry Restriction on accounts.

static/description/account_form.png

This field allows to select one or many user groups.

These groups are allowed to post manual journal entries with this account. Other groups are forbidden.

If the field is empty, then no restriction is applied on this account.

Automatic Entries

These restrictions do not apply for journal entries generated automatically for invoices, payments, expenses, etc.

Usage

As member of the group Accounting / Advisor, I go to the form view of an account.

I select the group Accounting / Advisor.

static/description/account_form.png

Manual Entries ­~~~~~~~~~~~~~~ As member of the group Accounting / User, I create a new journal entry with the restricted account.

static/description/journal_entry.png

When I click on Post, a blocking message appears.

static/description/journal_entry_message.png

Contributors