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Accounting Dashboard
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General Accounting Set up
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Analytic Accounts
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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POS Reconciliations
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
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Rebates
How to Create an Analytic Plan and Analytic Account (Stores/ Territory)
In odoo analytics are created to configure the taxes without creating separate journal entries for each transaction.
1. In order to create analytic plan, go to accounting module click on configuration and select analytic plan
2. Click on NEW.
3. Create the analytic plan and save.
4. To connect the analytic accounts with analytic plan, go to configuration and select analytic account and create NEW.
5. Under the specific analytic account click on plan and you can see the analytic plan you have created and select it
6. Click save
7. Now you can also check the analytic accounts connected back in analytic plan. For that go to analytic plan and select the plan. Once the analytic plan is opened in the top right corner you can see Analytic Accounts, click on it and you will see the analytic account connected to the plan.
8. Note: You can connect the analytic account for a plan directly. For that click on the analytic accounts in the top right corner and click new and add the account and save.
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