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Set a default bank account on partners for their vendor bills

Project description

Beta License: AGPL-3 OCA/bank-payment Translate me on Weblate Try me on Runboat

This module allows you to set a default bank account on partners for their vendor bills.

Table of contents

Configuration

To configure this module, you need to:

  • Go to a partner form view, and edit the Default Bank Account in the Sales and Purchase tab. The partner must be of type ‘company’, or an individual without a parent company.

    Note: If you do not set this value, it will be equal to the first bank account created in the contact. This is the standard behaviour of Odoo

  • You can disable the default bank account option at contact level, unmarking the “Has Default Bank Account” check.

Usage

To use this module, you need to:

  1. Create a vendor bill and select a partner with a default bank account. Its recipient bank account will be the default one.

Known issues / Roadmap

  • This module depends on account_payment_partner. If the payment mode of the invoice has a payment method that does not require a bank account, the default bank account will be empty.

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

  • Sygel

Contributors

  • Sygel:

    • Harald Panten

    • Valentin Vinagre

    • Alberto Martínez

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:

tisho99

This module is part of the OCA/bank-payment project on GitHub.

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

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