[IMP] accounting: update payment matching feature

[afma-odoo]

task-3518648

[robodoo]

[auva-odoo]

Thank you for your work @afma-odoo! I only have a few minor comments/suggestions (and one question as well) 🙂

[auva-odoo]

Suggested change

	The invoice or bill is now marked as :guilabel:`In payment` until it is :doc:`reconciled
	<bank/reconciliation>` with its corresponding :doc:`bank transactions <bank/transactions>`.
	The invoice or bill is then marked as :guilabel:`In payment` until it is :doc:`reconciled
	<bank/reconciliation>` with its corresponding :doc:`bank transactions <bank/transactions>`.

[auva-odoo]

Suggested change

	The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool displays all unreconciled
	customer invoices and vendor bills, allowing payments to be matched with invoices or bills
	individually or all at once in a single centralized location. To do so, follow these steps:
	The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool allows to match payments with unreconciled customer invoices or vendor bills either individually or in batches. To do so, follow these steps:

[auva-odoo]

Suggested change

	#. Go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v`
	#. Access the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v`

[auva-odoo]

Suggested change

	#. Search for the contact.
	#. In the :guilabel:`Journal Items to reconcile` list, click :guilabel:`Auto-Reconcile` next to the
	receivable or payable account.
	#. Search for the contact in the :guilabel:`Journal Items to reconcile` list.
	#. Click :guilabel:`Auto-Reconcile` next to the receivable or payable account.

• Since we're already on the list when looking for a contact (and only mentioning that list after searching for the contact got me a bit confused)
• Probably a stupid question but is searching for a contact really necessary? If not, maybe we could remove that line and rephrase the second one to say that you can also choose to reconcile all journal items for a specific account, rather than limiting it to items associated with a specific contact for that account, if that makes sense?
  

Something like: Click :guilabel:Auto-Reconcile next to the receivable or payable account (or a specific contact's journal items in that account). --> I'm really not sure about the part between brackets but this was just to illustrate what I meant

[auva-odoo]

Suggested change

	#. In the :guilabel:`Find Entries to Reconcile Automatically` window, Odoo has automatically
	prefilled the :guilabel:`From`, :guilabel:`To`, :guilabel:`Reconcile`, :guilabel:`Accounts`,
	:guilabel:`Partners` fields.
	#. Click :guilabel:`Launch`.
	#. In the :guilabel:`Find Entries to Reconcile Automatically` window, click :guilabel:`Launch`.

If there's no real step to take here, I would not mention the field. However, I think we could maybe talk about bit more about the two options for the Reconcile field? Would that make sense?

[auva-odoo]

Suggested change

	this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`ADD`
	this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`Add`

[auva-odoo]

Suggested change

	Invoices and bills are automatically matched to their corresponding payments and are now marked as
	:guilabel:`In payment` until it is :doc:`reconciled <bank/reconciliation>` with their corresponding
	:doc:`bank transactions <bank/transactions>`.
	Invoices and bills are automatically matched to their corresponding payments and are then marked as
	:guilabel:`In payment` until they are :doc:`reconciled <bank/reconciliation>` with their corresponding
	:doc:`bank transactions <bank/transactions>`.

[auva-odoo]

Suggested change

	The invoices or bills are now marked as :guilabel:`In payment` until they are :doc:`reconciled
	<bank/reconciliation>` with the corresponding :doc:`bank transactions <bank/transactions>`. The
	credit notes or refunds are marked as :guilabel:`Paid`.
	The invoices or bills are then marked as :guilabel:`In payment` until they are :doc:`reconciled
	<bank/reconciliation>` with the corresponding :doc:`bank transactions <bank/transactions>`. The
	credit notes or refunds are marked as :guilabel:`Paid`.

[auva-odoo]

Suggested change

	next step is :doc:`reconciling <bank/reconciliation>` it with the related :doc:`bank transactions
	<bank/transactions>` line to finalize the payment workflow and mark the invoice or bill as
	next step is :doc:`reconciling <bank/reconciliation>` it with the related :doc:`bank transaction
	<bank/transactions>` line to finalize the payment workflow and mark the invoice or bill as