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Hibou Odoo Suite: Date on Payslip Lines

Repository Versions:

Modules:

Author:

Hibou Corp.

License:

AGPL-3


Purpose

The purpose of this documentation is to outline the use cases and processes associated with Hibou's Date on Payslip Lines module for Odoo, which allows users to group by date on the Payslip Line search view. Additionally, it allows filtering by 'Date Account' for easier period reporting.

Getting Started

First thing's first, we want to install the module! Navigate to the Apps application and search for 'Date on Payslip Lines'. When ready, click install .

Odoo CMS - a big picture

  Good to Know!

The Date on Payslip Lines module requires the Payroll Accounting module. However, if you do not already have this module installed, Odoo will install it for you during this modules installation!

Processes

To get started, navigate to the Payroll application.

Odoo - Sample 1 for three columns


Grouping Payslip Lines by Account Date

 Once there, select an employee payslip and then click the Payslip smart button.

Odoo CMS - a big picture

This will take you to a filtered view of payslip lines for this particular payslip. Remove the filter in order to view all payslip lines for this employee. Then select Account Date from the Group By dropdown menu.

Odoo CMS - a big picture

All of the payslip lines will now be grouped by Account date.

Odoo CMS - a big picture

Filtering by Date Account

Back in the list view of all payslip lines, we can also filter by Account Date in order to make period reporting easier than ever! From the Filter menu, select the last day of the period you are reporting on. Additionally, you can add more Group By selections, such as Employee or Salary Journal, to drill-down further.

Odoo CMS - a big picture

Technical

This module adds a new 'Date Account' field to the Payslip Lines model which is taken from the payslips date field. This field is then used in a new group by view for payslip lines to group them by the payslip date.