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Add default filters in Reconcile tab when the bank statement line has a partner

Project description

Odoo Community Association

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.

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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.

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