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131 lines
4.9 KiB
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131 lines
4.9 KiB
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======================
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Account Mass Reconcile
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======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:a6e5845147d3d215fc741401e37fcbed50974179194cf5f5fa8e71a7154b2a24
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
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:target: https://github.com/OCA/account-reconcile/tree/16.0/account_mass_reconcile
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:alt: OCA/account-reconcile
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-reconcile-16-0/account-reconcile-16-0-account_mass_reconcile
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This is a shared work between Akretion and Camptocamp
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in order to provide:
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- Reconciliation facilities for big volume of transactions.
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- Setup different profiles of reconciliation by account.
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- Each profile can use many methods of reconciliation.
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- This module is also a base to create others
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reconciliation methods which can plug in the profiles.
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- A profile a reconciliation can be run manually
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or by a cron.
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- Monitoring of reconciliation runs with an history
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which keep track of the reconciled Journal items.
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2 simple reconciliation methods are integrated
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in this module, the simple reconciliations works
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on 2 lines (1 debit / 1 credit) and do not allow
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partial reconciliation, they also match on 1 key,
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partner or Journal item name. There is also an
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option for 'most recent move line' or
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'oldest move line' which is used to choose the
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move to be reconciled if more than one is found.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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Give the user permissions to view full accounting features, then go to
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'Invoicing / Accounting / Mass Automatic Reconcile' to start a new mass
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reconcile.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_mass_reconcile%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Akretion
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* Camptocamp
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Contributors
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~~~~~~~~~~~~
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* Sébastien Beau <sebastien.beau@akretion.com>
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Vincent Renaville <vincent.renaville@camptocamp.com>
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* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
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* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
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* Nicolas Bessi <nicolas.bessi@camptocamp.com>
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* Pedro M.Baeza <pedro.baeza@gmail.com>
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* Matthieu Dietrich <matthieu.dietrich@camptocamp.com>
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* Leonardo Pistone <leonardo.pistone@camptocamp.com>
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* Ecino <ecino@compassion.ch>
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* Yannick Vaucher <yannick.vaucher@camptocamp.com>
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* Rudolf Schnapka <rs@techno-flex.de>
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* Florian Dacosta <florian.dacosta@akretion.com>
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* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
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* Frédéric Clémenti <frederic.clementi@camptocamp.com>
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* Damien Crier <damien.crier@camptocamp.com>
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* Akim Juillerat <akim.juillerat@camptocamp.com>
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* Mykhailo Panarin <m.panarin@mobilunity.com>
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* Adrià Gil Sorribes <adria.gil@forgeflow.com>
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* `Trobz <https://trobz.com>`_:
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* Son Ho <sonhd@trobz.com>
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Other credits
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~~~~~~~~~~~~~
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The migration of this module from 14.0 to 16.0 was financially supported by Camptocamp
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/16.0/account_mass_reconcile>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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