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Accounting tools for associations: balance sheet, income statement, consistency checks and pre-closing tools based on Dolibarr's native accounting entries.
Frozen list headers, columns you can resize and that stay resized, adjustable density, and you come back exactly where you left off.
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Smart import of lines between commercial documents (invoices, orders, quotes) with multi-criteria search, manual import and margin management.
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Search and import lines between invoices, orders and quotes in Dolibarr.
🔍 Multi-criteria search
A global search field simultaneously queries: document reference, customer reference, customer name, product, description, private/public notes and serial numbers*.
Each field can be enabled or disabled in the settings. Text-type extrafields are automatically detected.
📋 Inter-document import
From the sheet of a draft document, an "Import lines" button opens a search modal. Select the desired lines and import them with one click.
Purchase prices (HT), VAT, discounts and serial numbers are copied automatically.
✏️ Manual import
Two modes available:
The column separator and encoding (UTF-8, Latin-1, MacRoman) are automatically detected.
📊 8 supported columns
| # | Column | Required |
|---|---|---|
| 1 | Product ref. | No |
| 2 | Description | Yes (if no ref.) |
| 3 | Quantity | Yes |
| 4 | Unit Price HT | Yes |
| 5 | VAT% | No (default: product or 20%) |
| 6 | Type | No (default: product) |
| 7 | Discount% | No |
| 8 | Purchase Price HT | No (default: 0.00) |
✅ Import simulation
Before final import, a detailed preview displays the status of each line:
📖 Integrated documentation
Documentation tab in administration with HTML rendering and PDF download.
* Only if the SerialNumber module is installed
Compatible Dolibarr ≥ 16.0 — PHP ≥ 7.0