This module adds the buttons "Match Receivables" (& "Match Payables") in the customer (& suppliers) form view to allow to start the matching of invoices & payments for that partner.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds "Match Receivables" and "Match Payables" buttons on the partner form so accountants can jump straight into the reconciliation screen filtered on that partner and its receivable or payable account.
This module makes it faster to reconcile a single customer or supplier from their contact record.
On the partner form (the same screen used for customers and vendors), two smart buttons appear in the button box: "Match Receivables" and "Match Payables". They are only visible to users with invoicing/accounting rights.
- Clicking "Match Receivables" opens the reconciliation window already filtered to that partner and to their receivable account.
- Clicking "Match Payables" opens the same reconciliation window filtered to that partner and to their payable account.
Which account is used is decided automatically: the payable account by default, or the partner's receivable account when the button is the receivables one. The reconciliation screen itself comes from the account_reconcile_oca module, which this module depends on and extends.
The module only touches res.partner (adding the button action) and adds a view that inherits the standard partner form. It does not create new menus, reports, scheduled jobs or automatic checks; it is purely a shortcut that saves users from manually filtering the reconciliation view by partner and account.
Depends on
Models and fields (1)
- res.partner · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/account-reconcile.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0The button is visible only to users that belong to the accounting groups "Accountant" or "Adviser".
Usage
Source · Odoo 18.0- Enable 'Show Full Accounting Features'
- Create a new Customer Invoice and Payment
- Go to the Customer/Supplier view form and click on Match payments
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.