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Account Reconcile OCA - Add default filters

Beta License: AGPL-3 OCA/account-reconcile Translate me on Weblate Try me on Runboat

With this module, the Reconcile tab of the OCA bank statement reconcile interface has a new behavior: when the bank statement line has a partner, the Reconcile tab has 2 filters by default:

  1. filter on the Partner (native)

  2. filter Payable or Receivable or Outstanding Payments/Receipts (added)

That way, when the bank statement line has a partner and your VAT accounts are reconciliable, you will not see the VAT lines by default in the Reconcile tab, but only:

  • the receivable accounts,

  • the payable accounts,

  • the journal items linked to a payment that have an account with type Current Asset.

When there is no partner on the bank statement line, the behavior is unchanged: there are no filters by default.

Table of contents

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 to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

alexis-via

This module is part of the OCA/account-reconcile project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Release files for odoo-addon-account-reconcile-oca-add-default-filters 18.0.1.0.0.9

For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.

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