README.rst

HR Payroll Period Account

Payroll period and accounting integration.

This module bridges HR Payroll Period and Payroll Accounting so that:

• Payment date on move lines When a payslip is confirmed, the Date of Payment (from the payroll period or the payslip) is written to the Due date (date_maturity) of all accounting move lines that use Payable or Receivable accounts. Other account types are left unchanged.
• Payment status on payslips A computed Payment Status field is added to payslips:
  • Paid when every payable/receivable line of the related accounting entry is fully reconciled.
  • Not Paid when at least one such line is not reconciled.
  • Empty when there is no accounting entry or no payable/receivable lines.
• Visibility Payment status is shown as a badge (green for Paid, red for Not Paid) in the payslip list view and in the Accounting Information section of the payslip form.

You need both HR Payroll Period (for payment dates and periods) and Payroll Accounting (for journal and move) installed.

Table of contents

• Configuration
• Configuration
  • Dependencies
  • Optional: use payable/receivable accounts
  • Payment date on the payslip
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

Configuration

Dependencies

This module depends on:

• HR Payroll Period (payroll periods and Date of Payment on payslips).
• Payroll Accounting (journal, accounting entry and move lines from payslips).

No extra configuration is required for the module to work: once both are installed and set up, payment status and due dates on payable/receivable lines are applied automatically.

Optional: use payable/receivable accounts

For Payment Status and Due date to apply on the payslip’s accounting entry:

1. Go to Payroll → Configuration → Salary Rules.
2. Open the rules that should drive payment tracking (e.g. net salary).
3. In the Accounting tab, set Credit Account (and/or Debit Account) to an account of type Payable or Receivable where appropriate.

Move lines that use other account types (e.g. expense, bank) are not used for payment status and do not get their due date updated from the payslip’s Date of Payment.

Payment date on the payslip

Date of Payment is usually set from the payroll period (when you select a period or create payslips from a batch). You can also set or adjust it manually on the payslip while it is in draft. That date is the one used to fill the due date on payable/receivable move lines when the payslip is confirmed.

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

• Escodoo

Contributors

• Escodoo:
  • Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>

Maintainers

This module is maintained by the OCA.

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.

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

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