Chapter: 3 - Configuration tools in Accounting module

Analytical Items

Odoo has the advanced feature of Analytical Accounting which helps the users of the platform to run the Analytical Accounting aspects of the company by defining the Analytical Accounts as well as other items regarding it. In the Configuration tab of the Odoo Accounting module, you will be able to define the Analytical Items for Analytical Accounting. In the Analytical Items menu, all the Analytical Items regarding Analytical Accounting will be defined. Here the Date of creation, Description, Analytical Account, and the Amount of the Analytical Item will be defined. You will also have Filter as well as Group by options that are available helping you with sorting out the right Analytical Item for you.

 Analytical Items

To create a new Analytical Item, you can select the Create option that is available in the window which will depict you with the window as depicted in the following screenshot. In the creation window, the Analytical Entry details such as the Description, Analytical Account, Tags, Reference number or name, Partner, and Date can be defined either by selecting it from the drop-down menu or describing it in the allotted space.

The configuration aspects on Amount under the respective Analytical Item such as Amount of the item, Quantity, Product, and the Unit of Measure can be defined the same way you did for the Analytical Entry description. Now the Accounting details of the Analytical Item that you are defining such as the Financial Account as well as the Journal Item should be defined by you. Once all three aspects are configured you can save the respective Analytical Item and it will be depicted in the menu.

 Analytical Items

The Analytical Items menu will help you to define the various Analytical accounting aspects which can be used for defining the operation. The Analytical Items that are defined here will support all aspects of the Analytical accounting of the company in which Odoo is implemented and will lead to a further step in the aspects of financial operations management.

Up until now, we were discussing the Management tool aspects that are available under the configuration tab of the Odoo Accounting module. As we are clear on the various options available under its lets, now move on to the Analytical Accounting aspects and tools associated with it under the Configuration menu in the next section.



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