Am I supposed to fetch transaction each month?

Question

My ODOO has already done the bank synchronization.
It didn't fetch the latest statement transaction, but the latest statement has already been issued by the bank.
So, do I need to fetch transactions manually each month?

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,

In Odoo, bank synchronization is typically automatic, but it depends on the setup and the bank connection provider you're using (e.g., Plaid, Salt Edge, Yodlee, etc.)

For more information, refer to the following

* https://www.cybrosys.com/glossary/bank-synchronization [1]

* https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/bank_synchronization.html [2]

Hope it helps

[1] https://www.cybrosys.com/glossary/bank-synchronization
[2] https://www.odoo.com/document

Publicaciones relacionadas	Respuestas	Vistas
Ajout de compte sur une facture / How to add an banking account for an invoice accounting bank	1 jul 25	2085
online banking setup in odoo accounting bank	1 jul 23	3042
Colombia: Sincronizar Bancos con Odoo accounting bank	2 feb 23	4014
2nd bank statement with the same bank : cannot connect accounting bank connection	0 mar 25	1296
Chase Bank Sync is not working Resuelto accounting bank synchronization	1 feb 25	3395

Se marcó esta pregunta

¿Le interesa esta conversación? ¡Participe en ella!