<img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> <a name="prepare-analytic-plans-before-reconciliation"></a> <h2>Prepare analytic plans before reconciliation</h2> <p>This module supports a workflow for bank statements where one person with few permissions already assigns accounts and analytic plans to bank transactions, so that another person only needs to review the assignment, select the correct moves (filtered by the assigned partner and plan), and then confirm the reconciliation.</p> <p>Those preassigned plans are also used as default values for newly created move lines during reconciliation.</p> <a name="usage"></a> <h3>Usage</h3> <p>Select analytic plans on the bank statement form, and offered moves for reconciliation will be filtered accordingly.</p> <ul class="simple"> <li>go to ...</li> </ul> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/98/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <p>For further information, please visit:</p> <ul class="simple"> <li><a class="reference external" href="https://www.odoo.com/forum/help-1">https://www.odoo.com/forum/help-1</a></li> </ul> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-reconcile/issues">GitHub Issues</a>. 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 <a class="reference external" href="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**">here</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Holger Brunn &lt;<a class="reference external" href="mailto:hbrunn&#64;therp.nl">hbrunn&#64;therp.nl</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>