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========================= | ||
Switzerland - MIS reports | ||
========================= | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
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:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
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:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fl10n--switzerland-lightgray.png?logo=github | ||
:target: https://github.com/OCA/l10n-switzerland/tree/14.0/l10n_ch_mis_reports | ||
:alt: OCA/l10n-switzerland | ||
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:alt: Translate me on Weblate | ||
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:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This modules provides MIS Builder Report templates for the Switzerland | ||
P&L and Balance Sheet according to the official models (STERCHI). | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Installation | ||
============ | ||
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The normal Odoo module installation procedure applies. | ||
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This module depends on the mis_builder module which can | ||
be found on apps.odoo.com or the OCA/account-financial-reporting | ||
github repository. | ||
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Configuration | ||
============= | ||
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To configure this module, you need to go to | ||
Accounting > Reporting > MIS Reports and create report instance | ||
according to the desired time periods and using one of the following | ||
templates provided by this module: | ||
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* Suisse - Compte de résultat (Profit and loss account) | ||
* Suisse – Bilan (Balance sheet) | ||
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To obtain correct results, the account codes prefixes must match the official | ||
Switzerland chart of account (STERCHI). | ||
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Usage | ||
===== | ||
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To use this module, you need to go to | ||
Accounting > Reporting > MIS Reports and use the buttons | ||
available on the previously configured reports such as preview, | ||
export, add to dashboard. | ||
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Known issues / Roadmap | ||
====================== | ||
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* Provides a MIS Builder Report template for the Switzerland VAT Declaration. | ||
* Rename reports in english as base language to then be translated | ||
* Translate report names in german | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-switzerland/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/l10n-switzerland/issues/new?body=module:%20l10n_ch_mis_reports%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Camptocamp | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Frédéric Clementi <frederic.clementi@camptocamp.com> | ||
* Mykhailo Panarin <m.panarin@mobilunity.com> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/l10n-switzerland <https://github.com/OCA/l10n-switzerland/tree/14.0/l10n_ch_mis_reports>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# Copyright 2018 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl) |
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# Copyright 2018 Camptocamp SA | ||
# Copyright 2015 Agile Business Group | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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{ | ||
"name": "Switzerland - MIS reports", | ||
"summary": "Specific MIS reports for switzerland localization", | ||
"version": "16.0.1.0.0", | ||
"author": "Camptocamp,Odoo Community Association (OCA)", | ||
"category": "Localization", | ||
"website": "https://github.com/OCA/l10n-switzerland", | ||
"license": "AGPL-3", | ||
"depends": [ | ||
"l10n_ch", | ||
"mis_builder", | ||
"mis_builder_budget", | ||
], | ||
"data": [ | ||
"data/mis_report_style.xml", | ||
"data/mis_report.xml", | ||
"data/mis_report_kpi_pl.xml", | ||
"data/mis_report_kpi_bs.xml", | ||
], | ||
} |
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<odoo noupdate="1"> | ||
<record id="mis_report_bs" model="mis.report"> | ||
<field name="name">Suisse - Bilan</field> | ||
<field name="style_id" ref="style_default" /> | ||
</record> | ||
<record id="mis_report_pl" model="mis.report"> | ||
<field name="name">Suisse - Compte de résultat</field> | ||
<field name="style_id" ref="style_default" /> | ||
</record> | ||
</odoo> |
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