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Account Statement Completion Rules

Beta License: AGPL-3 CompassionCH/test-repo

This module adds a way to implement methods that will enrich the bank statement lines imported and give an easy way to add custom completion rules with some python code directly at the interface level.

A completion rule can be attached to a journal for it to be launched when a bank statement is imported for the journal.

It comes with three generic rules :

  1. Find a partner from the reference, if a move line exists with the same reference.
  2. Completion method for finding supplier invoices based the amount.
  3. From payment order, payments references.

If more than one rule are defined for a journal, rules are applied in sequence order. The first returning results is kept.

Table of contents

Bugs are tracked on GitHub 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.

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

  • Compassion CH

This module is part of the CompassionCH/test-repo project on GitHub.

You are welcome to contribute.