Accounting account plans

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    • #19575
      Hakkan
      Participant

      Hi!

      How i can change the Codes and Names of System in the Accounting accounts plan?

      Can it be renamed only or would this affect the entire Plugin?

      Attached screenshot of the section, showing that it does not allow me to modify the accounts of the system.

      Plan Cuentas

      Regards

    • #19600
      rafin
      Participant

      Dear Hakkan,

      Since “System Accounts” are globally used Accounting terms, they are not translatable.

      We don’t recommend you modifying this from the code.

      But you can do this following:

      You will need to do a fresh WordPress installation on your site and then go to your cpanel and in your database file you will have to modify the “wp_erp_ac_chart_types” table

      Here’s the location of the file that you also need to modify: modules\accounting\includes class-install.php

      I hope this will help you out.

      Thank you.

    • #19953
      Hakkan
      Participant

      Hi,

      My Website is new.

      Recently I am configuring it, is it possible, now, to change or translate the terms (and codes #) of the accounts plans?

      The accounting module is new, it is empty.

      Thank you.

      Stay tuned,

    • #19961
      rafin
      Participant

      Dear Hakkan,

      As I have mentioned in my previous reply, “Accounting Terms” are not translatable.

      However, since your site is new so you can do the following:

      Go to your cpanel and in your database file modify the “wp_erp_ac_chart_types” table and change the “Accounting Terms” as per your wish.

      Also make sure to modify this file: modules\accounting\includes class-install.php

      I hope this helps you out.

      Thank you.

    • #20096
      Hakkan
      Participant

      Hi,

      But i don’t understand. Do you say that this “Accounting terms” they are not translatable. But… do you say i need modify the database table “wp_erp_ac_chart_types”; i understand that i need change this database since original? This changes don’t no afect the plugin ?

      Thanks for quick reply

    • #20097
      rafin
      Participant

      Hello Hakkan,

      The process I have told you about is going to change the name of the fields.

      Check out this screenshot: https://prnt.sc/khlx92

      We don’t recommend changing this as I have already mentioned previously.

      Thank you.

    • #20099
      Hakkan
      Participant

      Hi,

      But if they don’t recommend change this. Why do you say it here?

      Note: I need change the code and Name of each account. Following the steps you say, can I change both?

      Thanks!

    • #20100
      Hakkan
      Participant

      Better say,

      Why do u say that they don’t recommend it?

    • #20111
      rafin
      Participant

      Dear Hakkan,

      I have said we don’t recommend this making changes on Database because it is not a professional way to do this. And after updating the plugin, the changes you have made on the code would be overwritten by the new update.

      I hope you understand now.

      Thank you.

    • #20433
      Hakkan
      Participant

      Hi, again!

      I was reviewing the subject of the accounts. Now the question arises if I can change or translate only the types of accounts. Or create new types of accounts.

      Could I do that?

    • #20481
      rafin
      Participant

      Dear Hakkan,

      By default, you are not able to create new type of accounts with WP ERP. You can only change the name of the “Type of Accounts” with the above mentioned way.

      Thank you.

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