USER MANUAL : PARTNER REQUIRED ACCOUNTS

June 6, 2024 by
USER MANUAL : PARTNER REQUIRED ACCOUNTS
ZestyBeanz Technologies

Overview

ZestyBeanz's Partner Required Accounts module which adds a setting in Chart of Accounts to prevent Journal Entries getting posted without a Partner.

Exploring Transaction Approval  Module

Installation

  1. Get the module from Odoo App store
    https://apps.odoo.com/apps/modules/17.0/zb_partner_required_accounts
  2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_partner_required_accounts
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List’.
  6. In the search bar, remove all the filters and search zb_partner_required_accounts.
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

After Installing the module

In the Chart of Accounts form view, a new boolean field Partner Required added.




Working


Set 'Partner Required' True for an account.


After That, Navigate to Accounting > Journal Entries menu

On creating a Journal Entry with some accounts,

Raise a validation if Partner not selected for the accounts

Key Features


  •  Partner Requirement Setting: Introduce a configurable setting within the Chart of Accounts to enforce the requirement of specifying a partner for journal entries.


  • Prevent Posting:   If a partner is not specified, prevent the posting of the journal entry and display a validation error message.


Conclusion

In conclusion ZestyBeanz's Partner Required Accounts module enhances the functionality of the accounting system by introducing a setting in the Chart of Accounts. This setting aims to enforce a rule that prevents journal entries from being posted without specifying a partner.
By adding this setting, the module ensures that all financial transactions recorded through journal entries must include a partner. This requirement can help improve data accuracy and accountability in accounting processes, as it mandates the association of partners with transactions.


https://apps.odoo.com/apps/modules/17.0/zb_partner_required_accounts