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V16 - Accounting - UI provides no way to rename imported statements anymore. #117086

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Primary-Pineapple opened this issue Mar 29, 2023 · 1 comment

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@Primary-Pineapple
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Impacted versions:
V16.0

Steps to reproduce:
Import a CSV or QIF bank statement.

Current behavior:
The bank statement is imported, but the UI provides no way to name this statement as you could in V12/13/14/15 - Instead it's given the name "false".

Expected behavior:

The user should be able to rename the bank statement for easy reference.

Video/Screenshot link (optional):
image

Support ticket number submitted via odoo.com/help (optional):
#3,225,925 - Enterprise Customer.
Logged a ticket, was told by support this is functioning as designed. Which makes zero sense from an actual user perspective.

@chklop
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chklop commented Mar 30, 2023

@Primary-Pineapple when you import a QIF, it uses the name of the QIF file as the statement reference (see under, tested on runbots master and 16.0).

If you open the Bank Reconciliation in list view, should be able to open the form view of the statement using the link in the Statement column
image

From the for view, you'll be able to change the statement reference.
image

That is how to get around the problem. We will be working on that UX for bank statement management in the near future to improve it, thanks for the feedback.

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