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No more Type in Reconciliation Models?

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Primiți o notificare când există activitate la acestă postare

Această întrebare a fost marcată
configurationaccountingreconciliationmatching
1 Răspunde
1763 Vizualizări
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Kiko Cruz

I'm using Odoo for the first time, and what I have is v18.4e (latest as of today, 7/25/25). It seems that creating reconciliation models have changed now, and there's no more option to create a type as suggested in the documentation: https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/reconciliation_models.html#invoices-bills-perfect-match


The latest documentation (v18) shows this:


But the actual screen I see using the latest version is this below, and from what I understand, it's only for creating a button type of Reconciliation Model:


Video tutorials still point to what the documentation shows. Some other changes I see:

  1. There's no more Accounting > Configuration > Banks: Reconciliation Models menu item. I had to go to the Dashboard and go to a bank "triple dot" menu on the upper right and choose "Reconciliation Model" to find this.
  2. Vanilla setup of Accounting Module does not have that "Invoices/Bills Perfect Match" reconciliation model anymore. Same for the "Partial Match" one.

I appreciate help on this, or clarification if the different types are now gone (and limited to just creating a button for creating a counterpart entry).

0
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Abandonează
Jon Zeininger

I have v17. The "Type" in the upper section to select either a "button" or a "rule" was VERY EASY to use. If they are eliminated in v18 this is a MAJOR LOSS for efficiency. Instead of an improvement, Odoo went backwards!! What a shame.        The concept is NOT DIFFICULT. Since it was hard-coded by Odoo, clicking one of the 3 options would not BREAK Odoo.  Good Grief.      While the Odoo documentation has been historically very poor for most items, it was crystal clear describing how to successfully use the 3 options for efficiency in automatically reconciling a bank account.

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Christoph Farnleitner
Cel mai bun răspuns

Sub-versions of Odoo are released about every three months, and major releases being published in yearly in autumn. Unfortunately, the documentation isn't always keeping that same pace.

About 1:
This has actually been updated in the saas documentation for your version already: https://www.odoo.com/documentation/saas-18.4/applications/finance/accounting/bank/reconciliation_models.html

About 2:
Yes, types are gone. So far, I haven't found much more than the actual comments on the source code related to this change:

IMPLEMENTATION DETAILS:
* account.reconcile.model
  - rule_type: writeoff_suggestion and invoice_matching entirely removed. Those features are now directly hardcoded, users can't modify the sequence or tweak the invoice matching algorithm anymore. We belief this was way too advance and that people modifying the existing rules (and default behaviour) would more likely break something rather than help the processing of their statement lines
  - partner mapping: although it's not possible anymore to do it on the partner categories, it's still possible to define a partner mapping by creating an account.reconcile.model with match_label & match_label_param, and a single counter part item with the partner_id set and no account_id
[...]



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Chris TRINGHAM

"We belief this was way too advance". Amazing!

Kiko Cruz
Autor

Thanks for answering Christoph! Yes it made sense to just remove the Type for the matching configuration, but I'm glad it's still there as built-in but cannot be broken by users.

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