odoo-addon-account-reconcile-wizard 18.0.1.0.0.5

Account Reconcile from Wizard

Account Reconcile from Wizard

This addon allows you to reconcile journal items with other journal items from the same account or another account with the same partner. When the account is different, a transfer move is created. When there is a difference between debit and credit, a write-off move is created.

This module replaces the Reconcile menu and actions of the account_reconcile_oca module to use a wizard instead of the reconciliation widget.

With this feature of transferring from one account to another, this module can replace the functionality of the account_netting module.

Table of contents

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Usage

• Go to Invoicing / Accounting / Reconcile.

• Filter and select the journal items you wish to reconcile.

• A button is displayed in the list view header.

• If the balance is zero, the reconciliation is done automatically. Otherwise, a popup is displayed to select the write-off account or allow partial reconciliation.

Known issues / Roadmap

• Allow reconciliation with multiple currencies and partners

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

• Tecnativa

Contributors

• Tecnativa (https://www.tecnativa.com):

  • Carlos Dauden

  • Carlos Lopez

  • Pedro M. Baeza

Maintainers

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.

Current maintainer:

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.