Overview
In standard Odoo bank reconciliation, a manual write-off line records the difference against an account but offers no way to capture which partner the adjustment belongs to, leaving fees, rounding, and short-payments untraceable to a customer or vendor. This module extends the bank reconciliation widget so that, right after you pick the write-off account, a partner selection dialog opens automatically. The accountant can assign a partner to the write-off line or simply close the dialog to skip it, with the chosen partner written straight onto the reconciliation line. The result is cleaner, fully attributable write-offs without leaving the reconciliation screen.
Key Features
- Adds a partner selection step to the bank reconciliation write-off flow automatically.
- Opens the partner dialog immediately after the write-off account is chosen.
- Lets the accountant pick any company or shared partner, or skip by closing the dialog.
- Writes the selected partner directly onto the write-off reconciliation line.
- Filters partners to the current company plus company-shared records to avoid wrong selections.
- Reloads the line and chatter after assignment so the change is reflected instantly.
- Preselects the appropriate account type (income for receipts, expense for payments) when searching the account.
- Works inside the existing reconciliation widget with no extra menus or steps to learn.