Auto-Copy Payment Reference to Journal Entry Narration

Auto-Copy Payment Reference to Journal Entry Narration

Stop rekeying payment references — your GL narration fills itself

When a payment is posted in Odoo, the communication field holds the customer or vendor reference. The resulting journal entry narration stays blank. Your bookkeeper either re-types that reference by hand or skips it, leaving anyone who later searches the general ledger by reference with no result and no audit trail.

This module closes the gap automatically. The moment a payment is posted, it copies the communication field into the journal entry narration. No extra clicks, no copy-paste, no manual follow-up. Your GL narration filter returns results. Exported reports carry the reference. Bank statement matching shows the same text your payment record already holds.

Covers all payment types: customer receipts, vendor payments, and internal transfers.

A per-company settings screen lets you enable or disable the sync and choose whether to overwrite narrations your team has already written — useful when some entries already carry context notes you want to keep.

Install once. Every payment posted after that carries its reference into the ledger without anyone touching it.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: account
• License: LGPL-3
• Technical name: account_payment_ref_copy
• Quality score: 90.4/100
• Odoo App Store: view listing
• Source: GitHub