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36 changes: 36 additions & 0 deletions content/applications/finance/accounting/reporting/customize.rst
Original file line number Diff line number Diff line change
Expand Up @@ -220,6 +220,42 @@ To match the letter `C` or `D` in a prefix and not use it as a suffix, use an em
| `21D\\()`
| This formula matches accounts whose code starts with `21D`, regardless of their balance sign.

In addition to using code prefixes to include accounts, you can also match them with **account
tags**. This is especially useful, for example, if your country lacks a standardized chart of
accounts, where the same prefix might be used for different purposes across companies.

.. example::
| `tag(25)`
| This formula matches accounts whose associated tags contain the one with id *25*.

If the tag you reference is defined in a data file, an xmlid can be used instead of the id.

.. example::
| `tag(my_module.my_tag)`
| This formula matches accounts whose associated tags include the tag denoted by
*my_module.my_tag*.

You can also use arithmetic expressions with tags, possibly combining them with prefix selections.

.. example::
| `tag(my_module.my_tag) + tag(42) + 10`
| The balances of accounts tagged as *my_module.my_tag* will be summed with those of accounts
linked to the tag with ID *42* and accounts with the code prefix `10`

`C` and `D` suffixes can be used in the same way with tags.

.. example::
| `tag(my_module.my_tag)C`
| This formula matches accounts with the tag *my_module.my_tag* and a credit balance.

Prefix exclusion also works with tags.

.. example::
| `tag(my_module.my_tag)\\(10)`
| This formula matches accounts with the tag *my_module.my_tag* and a code not starting with
`10`.


'External Value' engine
-----------------------

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