Payroll Preparation To Payslip Analytic

Analytical account transfer - Payroll entry to payroll calculation line

Technical Name:
payroll_preparation_to_payslip_analytic
Version:
12.0
License:
Author:
Numigi
https://kastor.lab.numigi.net/web/image/product.template/1137/image_1920?unique=0a81b40
  • Odoo Version

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

Payroll Preparation To Payslip Analytics

Overview

This module allows to: - Systematically propagate the analytical account of payroll entries on the calculation lines of the payslip, - Add a condition on the generation of accounting entries for the propagation of the analytical account from Salary Computation Lines to Journal Item Lines,

Usage

Generate The Payslip

As member of the groups Payroll Preparation / User and Payroll / Manager,

  • I go to the form view of payroll entries, I see that the Analytic Account field has become mandatory:
  • I go to the list view of payroll entries, I select a set of entries witch have the same analytic account and I click on Generate Payslips.
static/description/payroll_entries_generate_payslip.png
  • I see that the analytic account is propagated on the Payslip and its calculation lines:
static/description/analytic_account_propagation_to_payslip.png

Uniqueness Constraint

  • When I select a set of entries witch have different analytic accounts and I click on Generate Payslips, a blocking message is displayed.
static/description/uniqueness_constraint_to_generate_payslip.png

Configuration

As member of the groups Payroll / Manager, I go to the form view of a Salary Rule, Tab Accounting. I see that the Analytic Account field is no longer displayed, and two checkboxes fields are added: - Propagate Payroll Entries Analytic Account (Debit) - Propagate Payroll Entries Analytic Account (Credit)

static/description/salary_rule_accounting_configuration.png

I check Propagate Payroll Entries Analytic Account (Credit) for Net Salary and Propagate Payroll Entries Analytic Account (Debit) for Gross

static/description/salary_rule_1_config.png static/description/salary_rule_2_config.png

I go to my payslip witch has the 2 salary rules in Salary Computation Lines, then I confirm the Payslip.

static/description/confirmed_payslip.png

I go to Accounting Information Tab / Accounting Entry to display the Accounting Entry generated after confirming the payslip.

static/description/accounting_entry_generated.png

I can see that the Analytic Account has propagated on the lines of the Accounting Entry.

static/description/accounting_entry_lines_analytic_account.png

Contributors