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account-financial-tools/account_check_deposit/README.rst
Mourad Elhadj Mimoune 556819bec8 [MIG] account_check_deposit: Migration to 9.0
* create move and move line at the same time
* add tests
2022-11-23 12:52:28 +01:00

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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
=============
Check Deposit
=============
This module allows you to easily manage check deposits : you can select all
the checks you received and create a global deposit for the
selected checks. This module supports multi-currency ; each deposit has a currency
and all the checks of the deposit must have the same currency
(so, if you have checks in EUR and checks in USD, you must create 2 deposits :
one in EUR and one in USD).
Configuration
=============
A journal named *Check Received* is automatically created. It will be available as a payment method in Odoo. On this journal, you must configure the *Default Debit Account* and *Defaut Credit Account* ; this is the account via which the amounts of checks will transit between the reception of a check from a customer and the validation of the check deposit in Odoo.
On the company form view, you should configure the *Account for Check Deposits* ; this is the account via which the amounts of checks will transit between the validation of the check deposit in Odoo and the credit on the bank account.
Usage
=====
When you receive a check that pays a customer invoice, you can go to that invoice and click on the button *Register Payment* and select the *Check Received* journal as *Payment Method*.
When you want to deposit checks to the bank, go to the menu *Accounting > Bank and Cash > Check Deposit*, create a new check deposit and set the journal *Checks Received* and select the bank account on which you want to credit the checks. Then click on *Add an item* to select the checks you want to deposit at the bank. Eventually, validate the deposit and print the report (you probably want to customize this report).
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
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For further information, please visit:
* https://www.odoo.com/forum/help-1
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_check_deposit%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Benoît GUILLOT <benoit.guillot@akretion.com>
* Chafique DELLI <chafique.delli@akretion.com>
* Alexis de Lattre <alexis.delattre@akretion.com>
* Mourad EL HADJ MIMOUNE <mourad.elhadj.mimoune@akretion.com>
Maintainer
----------
.. image:: http://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: http://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.