Demo video: Payment with Payment Lines
The problem
1. Currently, Odoo has 3 payment methods. Users can't create multiple payable/receivable lines in one payment:
Receive:
- Debit: Cash account (Cash in bank account);
- Credit: Accounts receivable.
Send:
- Debit: Accounts payable;
- Credit: Cash account (Cash in bank account).
Internal transfer:
- Debit: Cash account (Cash in bank account);
- Credit: Cash account (Cash in bank account).
2. The journal items related to unrealized debts of partners have not been suggested yet.
Solutions
1. Improve the Payments in Accounting software.
When the user selects the payment type as Send or Receive in the payment, the system will allow them to add the payable or receivable lines on the Payment Details tab with editable account and money amount.
If the Payment details tab doesn't have any line, the system will use the default account to generate the journal entry, for example:
- [1] Debit (accounts payable): $100;
- [2] Credit (Cash account): $100.
If you add the payment lines, the system will generate the journal entry base on the payment lines, for example:
- [1] Debit (accounts payable 1): $50;
- [2] Debit (accounts payable 2): $30;
- [3] Debit (accounts payable 3): $20;
- [4] Credit (Cash account): $100.
2. Automatically suggest journal items related to the partner's debts that have not been reconciled with the payment.
This will save time for employees and reduce the risk of mistakes.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_account_payment.
- Press Install.
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