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 […]
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 […]