Account Reversal

This module improves the current Odoo implementation of accounting entries reversal process by:

adding a checkbox and filter “to be reversed” on account moves,
allowing to add a reversal reason on journal items (the reason on journal entry already exists in core),
making the reversal reason field visible when reversing all types of entries.

Table of contents

Usage
Bug Tracker
Credits

Usage

To mark journal entries as ‘To Be Reversed’:
1. Go to Accounting > Accounting > Journals > Journal Entries
2. In the journal entry, go to ‘Other Info’ tab and check the ‘To Be Reversed’ field.

https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_reversal/static/description/move_form.png

In order to allow tracking entries that must be reversed for any reason:
1. Go To Accounting > Accounting > Journals > Journal Entries to be Reversed
The Reverse wizard with both reasons looks like:

https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_reversal/static/description/reversal.png

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.

Credits

Authors

Akretion
Camptocamp
ACSONE SA/NV
Tecnativa

Contributors

Alexis de Lattre (Akretion)
Guewen Baconnier (Camptocamp)
Nicolas Bessi (Camptocamp)
Torvald Bringsvor (Bringsvor Consulting)
Sandy Carter (Savoir-faire Linux)
Stéphane Bidoul (ACSONE)
Antonio Espinosa (Tecnativa)
Bhavesh Odedra <bodedra@opensourceintegrators.com>
Denis Roussel <denis.roussel@acsone.eu>

Maintainers

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.

This module is part of the OCA/account-financial-tools project on GitHub.