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Creates donation from unreconciled bank statement lines

Project description

Beta License: AGPL-3 OCA/donation Translate me on Weblate Try me on Runbot

This module is designed to handle donation received by credit transfer. After the import of the bank statement, you can start a wizard that will create a donation for each unreconciled bank statement lines affected to a particular account.

Table of contents

Configuration

To configure the module, you have to create a bank journal dedicated to donations via credit transfer, that will have a special transfer account as default debit/credit account.

Then, in the menu Accounting > Configuration > Settings, in the section Donations, you must select this journal as the Donations via Credit Transfer Journal. You must also select the donation product that will be used by default on donation generated from bank statements.

Usage

To use the module, you should import your bank statement as usual. During the reconciliation step, when you have a donation by credit transfer, you should set the account that you used as default debit/credit account on the journal dedicated for donations via credit transfer. When you validate the bank statement, Odoo will create draft donations linked to the related bank statement line. When these draft donations are validated, it will create the corresponding account move and reconcile it with the account move of the bank statement.

Hint: for a faster processing of the bank statement, you can create a Reconciliation Model dedicated to the Donations via Credit Transfer in the menu Accounting > Dashboard > Bank Journal > More > Reconciliation Models. This reconciliation model must be configured with the account corresponding to the donations via credit transfer.

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.

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

Credits

Authors

  • Barroux Abbey
  • 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.

This module is part of the OCA/donation project on GitHub.

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

Project details


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