bank-statement-import/account_bank_statement_import_auto_reconcile/README.rst

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    :alt: License: AGPL-3

=====================================
Automatic reconciliation after import
=====================================

This addon allows you have Odoo reconcile transactions from a bank statement import automatically in cases where the matching transaction can be determined unambigously.

Configuration
=============

To configure this module, you need to:

#. go to the journal your bank account uses
#. in the field ``Automatic reconciliation rules``, add at least one rule

Usage
=====

After a journal is configured for automatic reconciliations, it simply happens during an import on this journal. If there were automatic reconciliations, you'll see a notification about that and the lines in question will also show up as reconciled.

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Background
==========

Mainly, this module is a framework for conveniently (for programmers) adding new custom automatic reconciliation rules. To do this, study the provided AbstractModels.

Known issues / Roadmap
======================

* add more matching rules:
    * AmountDiffuse (let the user configure the threshold)
    * SameCompany (if A from company C bought it, but B from the same company/organization pays)
    * AmountTransposedDigits (reconcile if only two digits are swapped. Dangerous and a special case of AmountDiffuse)
    * whatever else we can think of
* add some helpers/examples for using the options field
* allow to turn off automatic reconciliations during a specific import
* allow to fiddle with the parameters of configured rules during a specific import

Bug Tracker
===========

Bugs are tracked on `GitHub Issues
<https://github.com/OCA/bank-statement-import/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.

Credits
=======

Images
------

* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.

Contributors
------------

* Holger Brunn <hbrunn@therp.nl>

Do not contact contributors directly about help with questions or problems concerning this addon, but use the `community mailing list <mailto:community@mail.odoo.com>`_ or the `appropriate specialized mailinglist <https://odoo-community.org/groups>`_ for help, and the bug tracker linked in `Bug Tracker`_ above for technical issues.

Maintainer
----------

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   :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 https://odoo-community.org.