Prepare accounts before reconciliation

Assign bank transactions to accounts before reconciliation

Technical Name:
account_reconcile_prepare_account
Version:
8.0
License:
Author:
Therp BV
Website:
  • Odoo Version

License: AGPL-3

Prepare accounts before reconciliation

This module supoprts a workflow for bank statements where one person with few permissions already assigns accounts (analytic and non-analytic) to bank transactions, so that another person only needs to review the assignment, select the correct moves (filtered by the assigned partner and account), and then confirm the reconciliation.

Those preassigned accounts are also used as default values for newly created move lines during reconciliation.

Usage

Select accounts on the bank statement form, and offered moves for reconciliation will be filtered accordingly.

Try me on Runbot

For further information, please visit:

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback here.

Credits

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit http://odoo-community.org.