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Bank Suggestions Manual Only
bank_suggestions_manual_only_19

Bank Suggestions Manual Only

Keep bank suggestions but require manual validation.

  • Odoo 19
  • Accounting
  • 19.0.1.0.0
1

Overview

Automated users can validate bank statement lines that suggestions matched, removing the accountant's review. This module keeps the suggestions on screen but stops the automated bot user from validating lines. Human users validate as usual. It is a small guard for Accounting teams that want a person to approve every match.

2

Usage steps

  1. 1

    Suggestions stay visible

    Bank statement lines still show matching suggestions in the reconciliation screen. Nothing changes in how they are displayed.

    • Standard suggestion widget
    • No UI change
  2. 2

    Validation is manual

    The validate action checks the current user and returns without doing anything for the bot user. A person must press validate.

    • action_validate override
    • Bot user skipped
  3. 3

    Human users unaffected

    Any other user validates exactly as in standard Odoo. The original method is called for them.

    • Standard behavior preserved
  4. 4

    Install with no configuration

    The module only depends on Accounting and adds no menus or settings. Installing it is enough to enforce the rule.

    • Depends on account
    • No settings
4

Roles

Benefiting roles
Role
Accountant
5

Dependencies

Back to version applications

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