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113 changes: 113 additions & 0 deletions account_reconcile_wizard/README.rst
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=============================
Account Reconcile from Wizard
=============================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
:target: https://github.com/OCA/account-reconcile/tree/18.0/account_reconcile_wizard
:alt: OCA/account-reconcile
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-reconcile-18-0/account-reconcile-18-0-account_reconcile_wizard
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This addon allows you to reconcile journal items with other journal
items from the same account or another account with the same partner.
When the account is different, a transfer move is created. When there is
a difference between debit and credit, a write-off move is created.

This module replaces the Reconcile menu and actions of the
account_reconcile_oca module to use a wizard instead of the
reconciliation widget.

With this feature of transferring from one account to another, this
module can replace the functionality of the ``account_netting`` module.

**Table of contents**

.. contents::
:local:

Usage
=====

- Go to Invoicing / Accounting / Reconcile.
- Filter and select the journal items you wish to reconcile.
- A button is displayed in the list view header.
- If the balance is zero, the reconciliation is done automatically.
Otherwise, a popup is displayed to select the write-off account or
allow partial reconciliation.

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

- Allow reconciliation with multiple currencies and partners

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_reconcile_wizard%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

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

- Tecnativa (https://www.tecnativa.com):

- Carlos Dauden
- Carlos Lopez
- Pedro M. Baeza

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-carlos-lopez-tecnativa| image:: https://github.com/carlos-lopez-tecnativa.png?size=40px
:target: https://github.com/carlos-lopez-tecnativa
:alt: carlos-lopez-tecnativa

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-carlos-lopez-tecnativa|

This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/18.0/account_reconcile_wizard>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_reconcile_wizard/__init__.py
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from . import models
from . import wizard
17 changes: 17 additions & 0 deletions account_reconcile_wizard/__manifest__.py
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# Copyright 2026 Tecnativa - Carlos Lopez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Account Reconcile from Wizard",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"author": "Tecnativa,Odoo Community Association (OCA)",
"maintainers": ["carlos-lopez-tecnativa"],
"website": "https://github.com/OCA/account-reconcile",
"depends": ["account_reconcile_oca"],
"data": [
"security/ir.model.access.csv",
"wizard/account_manual_reconcile_wizard.xml",
"views/account_move_line.xml",
],
}
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