account_move_template
⧉ View on GitHubPurpose
Provides reusable journal entry templates so accountants can generate recurring moves with minimal manual input.
Features
- account.move.template: allows accountants to define reusable journal entry templates with sequenced lines that can require user input or evaluate Python formulas referencing previous amounts.
- account.move.template: provides a direct action button that opens the template run wizard to generate entries from the current template.
- account.move.template.run: offers a wizard that loads template lines, pre-fills journal information, and generates the move while preventing users from adding or removing template-defined lines.
- account.move.template.run: accepts an overwrite dictionary so automated flows can prepopulate partner, amount, label, or maturity values per template line.
- account.move.template.run: logs a message on each generated journal entry that links back to the originating template for traceability.
- account.move.template.run: blocks entry creation when every line amount is zero to avoid empty journal moves.
- account.move.template.line: supports assigning an optional fallback account that replaces the main account automatically when the computed amount is negative.
- account.move.template.line: lets you configure taxes, tax repartition, and refund flags so generated lines carry the correct tax tags.
- account.move.template.line: can include payment terms to compute due dates on generated journal items according to the selected schedule.
- account.move.template.line: inherits analytic capabilities and auto-fills analytic distribution when matching rules are found in analytic distribution models.