## Define Spread Costs/Revenues Board

Under Invoicing -\> Accounting -\> Journals -\> Spread Costs/Revenues,
create a new spread board.

Complete the definition of the spreading criteria, by setting the the
fields:

- *Debit Account*
- *Credit Account*
- *Estimated Amount* (The total amount to spread)
- *Number of Repetitions*
- *Period Type* (Duration of each period)
- *Start date*
- *Journal*

![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png)

Click on the "Recalculate unposted lines" button on the top-left to
calculate the spread lines.

![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png)

A cron job will automatically create the accounting moves for all the
lines having date previous that the current day (today).

![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png)

By default, the status of the created accounting moves is posted. To
disable the automatic posting of the accounting moves, set the flag
*Auto-post lines* to False. This flag is only available when the
*Auto-post spread lines* option, present on the form view of the
company, is disabled.

Click on button *Recalculate entire spread* button in the spread board
to force the recalculation of the spread lines: this will also reset all
the journal entries previously created.

## Link Invoice to Spread Costs/Revenues Board

Create an invoice or vendor bill in draft. On its lines, the spreading
right-arrow icon are displayed in dark-grey color.

![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png)

Click on the spreading right-arrow icon. A wizard prompts to enter a
*Spread Action Type*:

- *Link to existing spread board*
- *Create from spread template*
- *Create new spread board*

Select *Link to existing spread board* and enter the previously
generated Spread Board. Click on Confirm button: the selected Spread
Board will be automatically displayed.

Go back to the draft invoice/bill. The spreading functionality is now
enabled on the invoice line: the spreading right-arrow icon is now
displayed in green color.

![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png)

Validate the invoice/bill. Click on the spreading (green) right-arrow
icon to open the spread board, then click on the smart button *Posted
entries* to see the moves of the spread lines together with the move of
the invoice line.

In case the Subtotal Price of the invoice line is different than the
*Estimated Amount* of the spread board, the spread lines (not yet
posted) will be recalculated when validating the invoice/bill.

## Define Spread Costs/Revenues Template

Under Invoicing -\> Configuration -\> Accounting -\> Spread Templates,
create a new spread template.

- *Spread Type*
- *Spread Balance Sheet Account*
- *Expense/Revenue Account* This option visible if invoice line account
  is balance sheet account, user need to specify this too.
- *Journal*
- *Auto assign template on invoice validate*

When creating a new Spread Costs/Revenues Board, select the right
template. This way the above fields will be copied to the Spread Board.

If *Auto assign template on invoice validate* is checked, this template
will be used to auto create spread, if the underlining invoice match the
preset product/account/analytic criteria.