Bank statement instant voucher

bank_statement_instant_voucher
REPOSITORY
REPOSITORYOCA/bank-payment
GIT
GIThttps://github.com/OCA/bank-payment.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/bank-payment/tree/10.0/bank_statement_instant_voucher
VERSION
VERSION 1.0r028
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSPedro M. Baeza
WEBSITE
WEBSITEhttp://therp.nl
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:20:02
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account_voucher
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module adds a new button on the bank statement line that allows the
accountant to instantly create a sales or purchase voucher based on the
values of the bank statement line.

This module does not depend on account_banking, but if this module is
installed, the bank statement line will be reconciled automatically
in the confirmation step of the wizard.

If account_banking is not installed, the accountant will still have to
reconcile the associated move line with the move line from the bank
statement line manually.

If the wizard is cancelled,the created voucher will be deleted again.

Known limitations:

Currency conversion and payment difference writeoff are not yet
supported.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
instant_voucher_form Instant voucher form view account.voucher.instant form New
view_banking_bank_statement_form Add instant voucher button to bank statement line on statement form account.bank.statement xpath Inherits account_voucher.view_bank_statement_form_voucher
Models touched (2)

New fields (0)

No new fields.

Public methods (1)
  • create_instant_voucher(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (6)
  • cancel(self, cr, uid, ids, context=None)
    Delete the voucher and close window
  • confirm(self, cr, uid, ids, context=None)
    Post the voucher if necessary Post the voucher's move lines if necessary Sanity checks on currency and residual = 0.0 If the account_banking module is installed, perform matching and reconciliation. If not, the user is left to manual reconciliation of OpenERP.
  • create_voucher(self, cr, uid, ids, context=None)
    Create a fully fledged voucher counterpart for the statement line. User only needs to process taxes and may adapt cost/income account.
  • default_get(self, cr, uid, fields_list, context=None)
    Gather sane default values from the originating statement line
  • dummy(self, cr, uid, ids, context=None)
  • get_voucher_defaults(self, cr, uid, vals, context=None)
    Gather conditional defaults based on given key, value pairs :param vals: dictionary of key, value pairs :returns: dictionary of default values for fields not in vals
REPOSITORY
REPOSITORYOCA/bank-payment
GIT
GIThttps://github.com/OCA/bank-payment.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/bank-payment/tree/9.0/bank_statement_instant_voucher
VERSION
VERSION 1.0r028
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSAlexis de Lattre, Pedro M. Baeza
WEBSITE
WEBSITEhttp://therp.nl
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:15:24
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account_voucher
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - report
    - analytic
    - web_tip
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module adds a new button on the bank statement line that allows the
accountant to instantly create a sales or purchase voucher based on the
values of the bank statement line.

This module does not depend on account_banking, but if this module is
installed, the bank statement line will be reconciled automatically
in the confirmation step of the wizard.

If account_banking is not installed, the accountant will still have to
reconcile the associated move line with the move line from the bank
statement line manually.

If the wizard is cancelled,the created voucher will be deleted again.

Known limitations:

Currency conversion and payment difference writeoff are not yet
supported.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
instant_voucher_form Instant voucher form view account.voucher.instant form New
view_banking_bank_statement_form Add instant voucher button to bank statement line on statement form account.bank.statement xpath Inherits account_voucher.view_bank_statement_form_voucher
Models touched (2)

New fields (0)

No new fields.

Public methods (1)
  • create_instant_voucher(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (6)
  • cancel(self, cr, uid, ids, context=None)
    Delete the voucher and close window
  • confirm(self, cr, uid, ids, context=None)
    Post the voucher if necessary Post the voucher's move lines if necessary Sanity checks on currency and residual = 0.0 If the account_banking module is installed, perform matching and reconciliation. If not, the user is left to manual reconciliation of OpenERP.
  • create_voucher(self, cr, uid, ids, context=None)
    Create a fully fledged voucher counterpart for the statement line. User only needs to process taxes and may adapt cost/income account.
  • default_get(self, cr, uid, fields_list, context=None)
    Gather sane default values from the originating statement line
  • dummy(self, cr, uid, ids, context=None)
  • get_voucher_defaults(self, cr, uid, vals, context=None)
    Gather conditional defaults based on given key, value pairs :param vals: dictionary of key, value pairs :returns: dictionary of default values for fields not in vals
REPOSITORY
REPOSITORYOCA/bank-payment
GIT
GIThttps://github.com/OCA/bank-payment.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/bank-payment/tree/8.0/bank_statement_instant_voucher
VERSION
VERSION 1.0r028
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSStéphane Bidoul, Pedro M. Baeza, Stéphane Bidoul (ACSONE)
WEBSITE
WEBSITEhttp://therp.nl
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:11:26
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account_voucher
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - report
    - analytic
    - board
    - edi
    - email_template
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module adds a new button on the bank statement line that allows the
accountant to instantly create a sales or purchase voucher based on the
values of the bank statement line.

This module does not depend on account_banking, but if this module is
installed, the bank statement line will be reconciled automatically
in the confirmation step of the wizard.

If account_banking is not installed, the accountant will still have to
reconcile the associated move line with the move line from the bank
statement line manually.

If the wizard is cancelled,the created voucher will be deleted again.

Known limitations:

Currency conversion and payment difference writeoff are not yet
supported.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
instant_voucher_form Instant voucher form view account.voucher.instant form New
view_banking_bank_statement_form Add instant voucher button to bank statement line on statement form account.bank.statement xpath Inherits account_voucher.view_bank_statement_form_voucher
Models touched (2)

New fields (0)

No new fields.

Public methods (1)
  • create_instant_voucher(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (6)
  • cancel(self, cr, uid, ids, context=None)
    Delete the voucher and close window
  • confirm(self, cr, uid, ids, context=None)
    Post the voucher if necessary Post the voucher's move lines if necessary Sanity checks on currency and residual = 0.0 If the account_banking module is installed, perform matching and reconciliation. If not, the user is left to manual reconciliation of OpenERP.
  • create_voucher(self, cr, uid, ids, context=None)
    Create a fully fledged voucher counterpart for the statement line. User only needs to process taxes and may adapt cost/income account.
  • default_get(self, cr, uid, fields_list, context=None)
    Gather sane default values from the originating statement line
  • dummy(self, cr, uid, ids, context=None)
  • get_voucher_defaults(self, cr, uid, vals, context=None)
    Gather conditional defaults based on given key, value pairs :param vals: dictionary of key, value pairs :returns: dictionary of default values for fields not in vals
REPOSITORY
REPOSITORYOCA/bank-payment
GIT
GIThttps://github.com/OCA/bank-payment.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/bank-payment/tree/7.0/bank_statement_instant_voucher
VERSION
VERSION 1.0r028
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSYannick Vaucher, Alexandre Fayolle, Stefan Rijnhart, Sandy Carter, Holger Brunn, Pedro M. Baeza, Erwin van der Ploeg, OCA Transbot
WEBSITE
WEBSITEhttp://therp.nl
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:07:16
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account_voucher
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - process
    - decimal_precision
    - mail
    - analytic
    - board
    - edi
    - email_template
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module adds a new button on the bank statement line that allows the
accountant to instantly create a sales or purchase voucher based on the
values of the bank statement line.

This module does not depend on account_banking, but if this module is
installed, the bank statement line will be reconciled automatically
in the confirmation step of the wizard.

If account_banking is not installed, the accountant will still have to
reconcile the associated move line with the move line from the bank
statement line manually.

If the wizard is cancelled,the created voucher will be deleted again.

Known limitations:

Currency conversion and payment difference writeoff are not yet
supported.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
instant_voucher_form Instant voucher form view account.voucher.instant form New
view_banking_bank_statement_form Add instant voucher button to bank statement line on statement form account.bank.statement xpath Inherits account_voucher.view_bank_statement_form_voucher
Models touched (2)

New fields (0)

No new fields.

Public methods (1)
  • create_instant_voucher(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (6)
  • cancel(self, cr, uid, ids, context=None)
    Delete the voucher and close window
  • confirm(self, cr, uid, ids, context=None)
    Post the voucher if necessary Post the voucher's move lines if necessary Sanity checks on currency and residual = 0.0 If the account_banking module is installed, perform matching and reconciliation. If not, the user is left to manual reconciliation of OpenERP.
  • create_voucher(self, cr, uid, ids, context=None)
    Create a fully fledged voucher counterpart for the statement line. User only needs to process taxes and may adapt cost/income account.
  • default_get(self, cr, uid, fields_list, context=None)
    Gather sane default values from the originating statement line
  • dummy(self, cr, uid, ids, context=None)
  • get_voucher_defaults(self, cr, uid, vals, context=None)
    Gather conditional defaults based on given key, value pairs :param vals: dictionary of key, value pairs :returns: dictionary of default values for fields not in vals
REPOSITORY
REPOSITORYOCA/bank-payment
GIT
GIThttps://github.com/OCA/bank-payment.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/bank-payment/tree/6.1/bank_statement_instant_voucher
VERSION
VERSION 1.0r028
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERSAlexandre Fayolle, Stefan Rijnhart, unknown
WEBSITE
WEBSITEhttp://therp.nl
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:04:07
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account_voucher
    - account
    - base_setup
    - base
    - product
    - process
    - decimal_precision
    - analytic
    - board
    - edi
    - email_template
    - mail
    - base_tools
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module adds a new button on the bank statement line that allows the
accountant to instantly create a sales or purchase voucher based on the
values of the bank statement line.

This module does not depend on account_banking, but if this module is
installed, the bank statement line will be reconciled automatically
in the confirmation step of the wizard.

If account_banking is not installed, the accountant will still have to
reconcile the associated move line with the move line from the bank
statement line manually.

If the wizard is cancelled,the created voucher will be deleted again.

Known limitations:

Currency conversion and payment difference writeoff are not yet
supported.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
instant_voucher_form Instant voucher form view account.voucher.instant form New
view_banking_bank_statement_form Add instant voucher button to bank statement line on statement form account.bank.statement xpath Inherits account.view_bank_statement_form
Models touched (2)

New fields (0)

No new fields.

Public methods (1)
  • create_instant_voucher(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (6)
  • cancel(self, cr, uid, ids, context=None)
    Delete the voucher and close window
  • confirm(self, cr, uid, ids, context=None)
    Post the voucher if necessary Post the voucher's move lines if necessary Sanity checks on currency and residual = 0.0 If the account_banking module is installed, perform matching and reconciliation. If not, the user is left to manual reconciliation of OpenERP.
  • create_voucher(self, cr, uid, ids, context=None)
    Create a fully fledged voucher counterpart for the statement line. User only needs to process taxes and may adapt cost/income account.
  • default_get(self, cr, uid, fields_list, context=None)
    Gather sane default values from the originating statement line
  • dummy(self, cr, uid, ids, context=None)
  • get_voucher_defaults(self, cr, uid, vals, context=None)
    Gather conditional defaults based on given key, value pairs :param vals: dictionary of key, value pairs :returns: dictionary of default values for fields not in vals