Initial commit: Odoo 18.0-20251222 extra-addons
This commit is contained in:
34
account_dashboard_banner/readme/CONFIGURE.md
Executable file
34
account_dashboard_banner/readme/CONFIGURE.md
Executable file
@@ -0,0 +1,34 @@
|
||||
Go to the menu **Invoicing \> Configuration \> Dashboard \> Dashboard
|
||||
Banner Cells**: in this menu, you can add or remove cells from the
|
||||
banner, change the cell type, modify the order via drag-and-drop,
|
||||
customize the labels if necessary.
|
||||
|
||||

|
||||
|
||||
Many cell types are available:
|
||||
|
||||
- **Income** with 4 options: *Fiscal Year-to-date Income*, *Year-to-date
|
||||
Income*, *Quarter-to-date Income* and *Month-to-date Income*. It
|
||||
displays the period balance of the accounts with type *Income* and
|
||||
*Other Income*.
|
||||
- **Liquidity**: it display the ending balance of the accounts linked to
|
||||
a bank or cash or credit journal.
|
||||
- **Customer Debt**: it displays the ending balance of the default
|
||||
*Account Receivable* and, if the point of sale is installed, the
|
||||
intermediary account used for unidentified customers.
|
||||
- **Customer Overdue**: same as the *Customer Debt*, but limited to
|
||||
journal items with a due date in the past.
|
||||
- **Supplier Debt**: it displays the ending balance of the default
|
||||
*Account Payable*.
|
||||
- **Lock dates**: all the lock dates are available: *Tax Return Lock
|
||||
Date*, *Sales Lock Date*, *Purchase Lock Date*, *Global Lock Date* and
|
||||
*Hard Lock Date*.
|
||||
|
||||
The module is designed to allow the modification of the computation of
|
||||
the different cell types by inheriting the method
|
||||
*\_prepare_cell_data_<cell_type>()* or *\_prepare_cell_data()*.
|
||||
It is also easy for a developper to add more cell types.
|
||||
|
||||
It is possible to display a cell as a warning cell (yellow background color instead of light grey): click on the *Warning* option and customize the conditions to trigger the warning.
|
||||
|
||||

|
||||
Reference in New Issue
Block a user