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I have multiple analytic accounts organized under several analytic plans. When entering journal entries or vendor bills, I would like to be able to select an Analytic Plan, and have all analytic accounts under that plan automatically applied, instead of selecting each account manually.

Is there a way to configure this in Odoo (I'm using Odoo 17)? Or would this require custom development?

Any guidance or suggested modules would be appreciated.

Thanks in advance!

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Hi,

You can refer to the following resources for a detailed understanding of Analytical Accounting:


Hope it helps

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To automatically apply all Analytic Accounts from a selected Analytic Plan in Odoo:

  1. Add a field to select the Analytic Plan in your form view.
  2. Set up an onchange method on the Analytic Plan field.
  3. In that method, fetch all Analytic Accounts linked to the selected plan.
  4. Populate those accounts into the corresponding lines (e.g., budget lines or analytic distribution).
  5. Optionally, limit the selectable accounts to those related to the chosen plan using a domain.
  6. Refresh the form view after selection so users see the updated lines instantly.

This ensures users can apply all related accounts from a plan with a single selection—streamlining data entry.

Hope this works for your case!

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