Assign bank transactions to accounts before reconciliation
Project description
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:alt: License: AGPL-3
======================================
Prepare accounts before reconciliation
======================================
This module supoprts a workflow for bank statements where one person with few
permissions already assigns accounts (analytic and non-analytic) to bank
transactions, so that another person only needs to review the assignment,
select the correct moves (filtered by the assigned partner and account), and
then confirm the reconciliation.
Those preassigned accounts are also used as default values for newly created
move lines during reconciliation.
Usage
=====
Select accounts on the bank statement form, and offered moves for
reconciliation will be filtered accordingly.
* go to ...
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/98/8.0
For further information, please visit:
* https://www.odoo.com/forum/help-1
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-reconcile/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
`here <https://github.com/OCA/bank-statement-reconcile/issues/new?body=module:%20account_reconcile_prepare_account%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Holger Brunn <hbrunn@therp.nl>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
To contribute to this module, please visit http://odoo-community.org.
:alt: License: AGPL-3
======================================
Prepare accounts before reconciliation
======================================
This module supoprts a workflow for bank statements where one person with few
permissions already assigns accounts (analytic and non-analytic) to bank
transactions, so that another person only needs to review the assignment,
select the correct moves (filtered by the assigned partner and account), and
then confirm the reconciliation.
Those preassigned accounts are also used as default values for newly created
move lines during reconciliation.
Usage
=====
Select accounts on the bank statement form, and offered moves for
reconciliation will be filtered accordingly.
* go to ...
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/98/8.0
For further information, please visit:
* https://www.odoo.com/forum/help-1
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-reconcile/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
`here <https://github.com/OCA/bank-statement-reconcile/issues/new?body=module:%20account_reconcile_prepare_account%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Holger Brunn <hbrunn@therp.nl>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
To contribute to this module, please visit http://odoo-community.org.
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