Account Reconcile OCA - Add default filters
With this module, the Reconcile tab of the OCA bank statement reconcile interface has a new behavior: when the bank statement line has a partner, the Reconcile tab has 2 filters by default:
- filter on the Partner (native)
- filter Payable or Receivable or Outstanding Payments/Receipts (added)
That way, when the bank statement line has a partner and your VAT accounts are reconciliable, you will not see the VAT lines by default in the Reconcile tab, but only:
- the receivable accounts,
- the payable accounts,
- the journal items linked to a payment that have an account with type Current Asset.
When there is no partner on the bank statement line, the behavior is unchanged: there are no filters by default.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0When a bank statement line has a partner, the Reconcile tab automatically filters journal items to show only receivable, payable and outstanding payment/receipt lines, hiding VAT lines by default.
This module changes the default behaviour of the Reconcile tab in the OCA bank statement reconciliation interface.
When the bank statement line has a partner set, three filters are applied automatically when opening the reconciliation widget: - the partner filter (native behaviour), - a filter on trade receivable accounts, - a filter on trade payable accounts, - a filter on outstanding payments/receipts, i.e. journal items linked to a payment whose account is of type Current Asset.
A new search filter named "Outstanding Payments/Receipts" is added to the journal item search view used in reconciliation. It selects lines that have a payment and whose account type is Current Asset.
When the bank statement line has no partner, nothing changes: no filter is applied by default.
The module touches the account.bank.statement.line form view used for reconciliation and the account.move.line search view used in the reconcile tab. It relies on the OCA reconciliation module and on the view inheritance extension module to update the context of the reconciliation field.
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: 2 confirmed, 7 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
No verified informationInstallation 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.
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