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[IMP] account_reconcile_payment_order: Improvements in README+manifest

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Pedro M. Baeza
2015-10-06 13:49:58 +02:00
parent 8472f2b78f
commit 87792a738f
2 changed files with 31 additions and 10 deletions
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33
account_reconcile_payment_order/README.rst
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@@ -1,23 +1,41 @@
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:alt: License: AGPL-3
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
========================
Reconcile payment orders
========================
Payment orders that show up as as one big transaction can be difficult for the accounting to handle if a transfer acount is used. In this case, we need to reconcile this transaction with possibly hunderds of move lines, which can be a bit tiresome. This module tries to recognize transactions deriving from payment orders and propose the unreconciled move lines from this payment order.
Payment orders that show up as one big transaction can be difficult for the
accounting to handle if a transfer account is used. In this case, we need to
reconcile this transaction with possibly hundreds of move lines, which can be a
bit tiresome. This module tries to recognize transactions deriving from payment
orders and propose the unreconciled move lines from this payment order.
Installation
============
This module requires the module **account_banking_payment_transfer**, available
in https://github.com/OCA/bank-payment.
Usage
=====
It should just work. What the module does is to search for a payment order in state 'sent' that has the same amount as the statement line, and the same bank account than the statement.
It should just work. What the module does is to search for a payment order in
state 'sent' (for orders transferred to an intermediate account) or done (for
orders non transferred) that has the same amount as the statement line, and the
same bank account than the statement. If any, all move lines are automatically
proposed for the reconcile.
For further information, please visit:
* https://www.odoo.com/forum/help-1
.. 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
Known issues / Roadmap
======================
* it would be good to check references too, but at least the bank in use here changes some characters, so this doesn't seem to be a general solution.
* it would be good to check references too, but at least the bank in use here
changes some characters, so this doesn't seem to be a general solution.
Bug Tracker
===========
@@ -34,6 +52,7 @@ Contributors
------------
* Holger Brunn <hbrunn@therp.nl>
* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
Maintainer
----------

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account_reconcile_payment_order/__openerp__.py
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@@ -19,11 +19,13 @@
##############################################################################
{
"name": "Reconcile payment orders",
"version": "1.0",
"author": "Therp BV,Odoo Community Association (OCA)",
"version": "8.0.1.0.0",
"author": "Therp BV,"
"Serv. Tecnol. Avanzados - Pedro M. Baeza,"
"Odoo Community Association (OCA)",
"license": "AGPL-3",
"category": "Accounting & Finance",
"summary": "Automatically reconcile all lines from sent payment orders",
"summary": "Automatically reconcile all lines from payment orders",
"depends": [
'account_banking_payment_transfer',
],