Agreement Account

This module connects agreements with accounting documents. On a customer invoice or vendor bill you get a new "Agreement" field where you can pick the agreement the document belongs to. The list of available agreements is filtered by the customer or vendor of the invoice, and by whether the agreement is for sales or purchases.

On the agreement itself, a new "Invoices" tab lists every invoice and bill linked to it. Two buttons in the agreement form show how many customer invoices and how many vendor bills are attached; clicking them opens the matching list of documents.

In the invoice list view you can search and group invoices by agreement, so you can quickly see all the accounting documents for a given contract.

A menu for agreement types is added under the Accounting configuration menu, visible to users allowed to manage agreement types. Financial managers get full access rights on agreements and agreement types.

The agreement field is copied only when you duplicate an invoice if you choose to, and it cannot be deleted while invoices still point to it. Changes to the agreement on an invoice are tracked in the chatter.