How to setup default accounting entries in Odoo10? - odoo

Question

I want to setup default account entries for creation of invoices. In that, I want to add just a customer name and the product details rest all should be there by default.
I had already given default values at so many fields but it is working only for few fields.
I want to set default values for
Account
Journal
Tax Account
In Partner Form -> Accounting
Account Receivable
Account Payable
So is there any way we can do that. For Reference check below given images

Answer 1

In order to set company default Account Receivable and Account Payable properties, as administrator user go to Settings → Technical → Company Properties. Find a property with name property_account_receivable_id where the Resource field is not set. If such entry does not exist, create it with the following values:
Name → property_account_receivable_id
Field → Account Receivable (res.partner)
Type → Many2One
Value → account.account,<id>
Where <id> is the database ID of the account (model: account.account) you want to use as the default value (you can find all accounts by going to Invoicing / Accounting → Adviser → Chart of Accounts. You can find out the database ID from the URL (id=<id>) when you open a single record in a form view):
For default Account Payable, analogically find or create a company property called property_account_payable_id with the following values:
Name → property_account_payable_id
Field → Account Payable (res.partner)
Type → Many2One
Value → account.account,<id>
Where <id> is the database ID of the account (model: account.account) you want to use as the default value (you can find all accounts by going to Invoicing / Accounting → Adviser → Chart of Accounts. You can find out the database ID from the URL (id=<id>) when you open a single record in a form view):
To set the default journal on invoices, as administrator user go to Settings → Technical → User-defined Defaults and click Create and fill in the following values:
Name → journal_id
Model Name → account.invoice
Default value or action reference → <id>
where <id> is the database ID of the journal (model: account.journal) you want to use as the default value (you can find all journals by going to Invoicing / Accounting → Configuration → Accounting → Journals. You can find out the database ID from the URL (id=<id>) when you open a single record in a form view):
The value for Account on invoice will come from the Customer, once you select one, and Tax Account will come from taxes defined for a given product. You can configure taxes by going to Invoicing / Accounting → Configuration → Accounting → Taxes. Alternatively, you could set user-definde default values (like for journal_id) for taxes, with the following values:
Name → account_id
Model Name → account.tax
Default value or action reference → <id>
where <id> is the database ID of the account (model: account.account) you want to use as the default value (you can find all accounts by going to Invoicing / Accounting → Adviser → Chart of Accounts. You can find out the database ID from the URL (id=<id>) when you open a single record in a form view):