Bank Transcation with PDF Preview Odoo 18.1 | Odoo 18.1 Tutorials | Odoo 18.1 New Features | Odoo 18 – CBMS Odoo ERP

Preview attached documents directly in the bank transaction list view whenever a document is linked to a statement. Go to Dashboard — Choose bank click on three dots select statement choose gear icon select statement. #Odoo18 #OdooTutorial #BankReconciliation #Accounting #Finance #ERP #PDFPreview #OdooNewFeatures #OdooFinance #BusinessSoftware #FinancialManagement #OdooImplementation #OdooTips #Odoo18NewFeatures #Odoo18Banking #Odoo18BankTransaction #Odoo18Tutorial #Odoo18ERP #Odoo18Accounting #Odoo18Finance […]

Reconciliation Models in Odoo 14 | Odoo 14 Accounting – CBMS Odoo ERP

Once the bank statements are correctly imported, it is essential to reconcile the records properly and ensure all Journal Entries are balanced and in agreement. To ease and speed up the reconciliation process, you can configure Reconciliation Models, which are particularly useful with recurrent entries such as bank fees. There are three types of Reconciliation […]