Skip to content
back to search

OCA/pms · 19.0

PMS - Accounting

pms_account

AGPL-3Generic Modules/Property Management Systemv19.0.1.0.084updated 3 days ago
search codeOCA runboatGitHubgithub

Odoo Community Association

PMS - Accounting

Beta License: AGPL-3 OCA/pms Translate me on Weblate Try me on Runboat

This module integrates the Odoo Accounting app with the Property Management System (PMS).

It adds:

  • Invoice and bill counters on properties: smart buttons on the property form show the number of customer invoices and vendor bills linked to that property, with one-click navigation to the list or form view.
  • Property field on invoice lines: each invoice line can be linked to one or more properties, allowing financial movements to be tracked per property.
  • Properties smart button on invoices: from any invoice or bill, a smart button shows the number of related properties and navigates directly to them.
  • Analytic account on properties: an analytic account can be assigned to each property to consolidate its financial activity in analytic reports.
  • Vendor field on PMS services: each PMS service can be linked to a vendor (supplier) for purchasing and billing purposes.

Table of contents

Configuration

No specific configuration is required to use this module.

To link a property to an analytic account:

  1. Go to Properties and open a property form.
  2. Click the Accounting tab (visible to users with accounting access).
  3. Set the Analytic Account field.

Usage

View invoices and bills from a property

  1. Go to Properties and open a property form.
  2. Use the Invoices or Bills smart button to see all accounting documents linked to that property.
  1. Open a customer invoice or vendor bill in Accounting.
  2. In the invoice lines, set the Properties field on each line to associate it with one or more properties.
  1. Open any invoice or bill that has lines linked to properties.
  2. Click the Properties smart button at the top of the form to navigate directly to the related property or list of properties.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Gray Matter Logic

Contributors

  • Alexandre Díaz
  • Pablo Quesada
  • Jose Luis Algara
  • `Commit [Sun] <<https://www.commitsun.com>>`:
    • Dario Lodeiros
    • Eric Antones
    • Sara Lago
    • Brais Abeijon
    • Miguel Padin
  • `Open Source Integrators <<https://www.opensourceintegrators.com>>`:
    • Maxime Chambreuil <<mchambreuil@opensourceintegrators.com>>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

max3903

This module is part of the OCA/pms project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.