account.move.view.activity account.move

account.move.select account.move account.invoice.select account.move account.invoice.select account.move primary Bill Bill Date Bill Date account.move.with.gaps.in.sequence.filter account.move primary Journal Items account.move.line {'search_default_account_id': [active_id], 'search_default_posted': 1} Move to Account code action = records.action_automatic_entry('change_account') Change Period code action = records.action_automatic_entry('change_period') {'journal_type':'general', 'search_default_group_by_move': 1, 'search_default_posted':1, 'create':0} Journal Items account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'general', 'search_default_posted':1, 'expand':'1'} Journal Items account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'sales', 'search_default_group_by_move': 1, 'search_default_posted':1, 'search_default_sales':1, 'expand': 1} Sales account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'purchase', 'search_default_group_by_move': 1, 'search_default_posted':1, 'search_default_purchases':1, 'expand': 1} Purchases account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'bank', 'search_default_group_by_move': 1, 'search_default_posted':1, 'search_default_bank':1, 'search_default_cash':1, 'expand': 1} Bank and Cash account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'general', 'search_default_group_by_move': 1, 'search_default_posted':1, 'search_default_misc_filter':1, 'expand': 1} Miscellaneous account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph,kanban {'journal_type':'general', 'search_default_group_by_partner': 1, 'search_default_posted':1, 'search_default_trade_payable':1, 'search_default_trade_receivable':1, 'search_default_unreconciled':1} Partner Ledger account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] list,pivot,graph Journal Items account.move.line [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note'))] {'search_default_partner_id': [active_id], 'default_partner_id': active_id, 'search_default_posted':1} {'journal_type':'general', 'search_default_posted':1} Journal Items account.move.line items [('display_type', 'not in', ('line_section', 'line_subsection', 'line_note')), ('parent_state', '!=', 'cancel')] list,pivot,graph,kanban Journal Entries account.move entries list,kanban,form,activity {'default_move_type': 'entry', 'search_default_posted':1, 'view_no_maturity': True}

Create a journal entry

A journal entry consists of several journal items, each of which is either a debit or a credit transaction.

Journal Entries account.move list,kanban,form,activity [('id', 'in', context.get('active_ids'))]

No journal entries selected

This view shows only the journal entries that were selected from another context, such as for sending by email or reviewing a batch of records.

Invoices invoicing account.move list,kanban,form,activity [('move_type', 'in', ['out_invoice', 'out_refund', 'out_receipt'])] {'default_move_type': 'out_invoice'}

Create a customer invoice

Create invoices, register payments and keep track of the discussions with your customers.

Invoices customer-invoices account.move list,kanban,form,activity [('move_type', 'in', ['out_invoice', 'out_refund', 'out_receipt'])] {'search_default_out_invoice': 1, 'search_default_out_receipt': 1, 'default_move_type': 'out_invoice'}

Create a customer invoice

Create invoices, register payments and keep track of the discussions with your customers.

Credit Notes account.move customer-credit-notes list,kanban,form,activity [('move_type', 'in', ['out_invoice', 'out_refund'])] {'search_default_out_refund': 1, 'default_move_type': 'out_refund', 'display_account_trust': True}

Create a credit note

Note that the easiest way to create a credit note is to do it directly from the customer invoice.

Bills account.move bills list,kanban,form,activity [('move_type', 'in', ['in_invoice', 'in_refund', 'in_receipt'])] {'default_move_type': 'in_invoice', 'display_account_trust': True}

Create a vendor bill

Capture invoices, register payments and keep track of the discussions with your vendors.

Bills account.move vendor-bills list,kanban,form,activity [('move_type', 'in', ['in_invoice', 'in_refund', 'in_receipt'])] {'search_default_in_invoice': 1, 'search_default_in_receipt': 1, 'default_move_type': 'in_invoice', 'display_account_trust': True}

Create a vendor bill

Capture invoices, register payments and keep track of the discussions with your vendors.

Refunds account.move vendor-refunds list,kanban,form,activity [('move_type', 'in', ['in_invoice', 'in_refund'])] {'search_default_in_refund': 1, 'default_move_type': 'in_refund'}

Create a vendor credit note

Note that the easiest way to create a vendor credit note is to do it directly from the vendor bill.

Amounts to Settle account.move.line list [('parent_state', '=', 'posted'), ('date_maturity', '!=', False), ('amount_residual', '!=', 0), ('account_id.reconcile', '=', True)]

Amounts to settle

Cool, it looks like you don't have any amount to settle.

Entries account.move {'default_move_type': 'entry'} Switch into invoice/credit note code form if records: action = records.action_switch_move_type() Pay code form if records: action = records.action_force_register_payment() (Un)Block Payment code form records.action_toggle_block_payment() Data Inalterability Check code action = env.company._action_check_hash_integrity() Review Entries list,kanban code action = model.check_selected_moves() Credit Notes account.move credit-notes list,kanban,form,activity [('move_type', 'in', ['out_invoice', 'out_refund'])] {'search_default_out_refund': 1, 'default_move_type': 'out_refund', 'display_account_trust': True}

Create a credit note

Note that the easiest way to create a credit note is to do it directly from the customer invoice.

Draft