Hibou Odoo Suite: Payroll Modules: Date on Payslip Lines
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.
Process
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 ACTIVATE .
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!
Getting Started
To get started, navigate to the Payroll application.
Grouping Payslip Lines by Account Date
Use the menu item to navigate to Contracts. Once there, select an employee's contract and then click the Payslips smart button. You can also access this view through the menu items for Payslips > All Payslips.
This will take you to a filtered view of payslip lines for this particular payslip. The filter is named Batch and will have your payslips grouped by date as the default search.
Filtering by Date Account
If we remove the Batch group-by filter, we can see all payslip lines, We can also filter by Date Account 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.
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.