> I am not sure about some of the detail of installing modules etc - is there a > document I can read to get a better understanding?
The mechanics of installing modules is fairly trivial. The effects can be far reaching depending on the precise contents of the module. > > > * install the au chart through the module installation (Admin menu) > > > > In Admin / Module Management / Modules I have > > Installed Modules > Uninstalled Modules > Modules to be Installed / Uninstalled / Upgraded > > There doesn't seem to be an entry to install a module, and New in any of > these lists provides a dialog box with greyed out fields. How do we install > modules? > > However the l10n_chart_au is listed in the installed modules. * Find the module you want in Uninstalled modules, say * Either double-click it., or click the Other View button * Press the 'Install' button * Go back to the main menu then Administration -> Modules Management double-click Apply Upgrades > > > > > > "Is it possible to change the chart of accounts for an existing company > > > one that has existing accounting information in the default charts?" > > > > If you have no entries yet, it should be possible: > > I do have existing entries - does this mean it cannot be done? Could I > export the data, then reimport it into the new accounts (updating the account > numbers)? I haven't tried this myself yet, but... On a copy of your database (for practice) you could just try to install the new module 'over the top' of your current accounts and then delete the (old) accounts and views that you're not using. Finally link the accounts that you are using to the structure of the au chart. (Somebody else who's done this recently may comment here.) > > > * remove all accounts from the simple chart > > > What is the best way to do this? * Financial Management -> Configuration -> General Accounts -> Account Definition * Select an account and double click or click 'Other View' * Either press 'Delete' (if the account is unused) or, to keep the account but disable it, uncheck 'active' > > > Then, check the default properties of the company: > > * Administration > Custom > Properties > All properties > > But I think they will be ok. > > > > I cannot see any entry in the Properties that relates to the Account Chart. > What should I check? > > Thanks > > Paul There are 7 defaults, e.g. * property_account_receivable * property_account_payableetc. I hope this helps. Geoff ------------------------ Seath Solutions Ltd _______________________________________________ Tinyerp-users mailing list http://tiny.be/mailman/listinfo/tinyerp-users
