Skip to Content
This question has been flagged
bank_statementv17
3 Replies
2084 Views
Avatar
Paulo Matos

Hello,

In Odoo community edition I can see a "New Transaction" option for both bank and cash journals but when clicking on this option Odoo shows the Bank Statements list view and I am unable to enter any new transaction.

In Enterprise Edition, when I click on this option, a pop-up window is shown allowing me to enter the transaction details.

How can I manually enter bank/cash transactions in Odoo 17 community edition?

Can anyone help please?

Thank you in advance


Avatar
Discard
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

In the odoo community version there is no option toad or import the bank statements. but in the odoo enterprise version, you can add or import the bank statements. That is why you are not able to add bank statements in the community version. You can achieve it by customizing the code or there are lots of third-party apps available in odoo


Hope it helps



Avatar
Discard
Avatar
Nikhil Nakrani
Best Answer

Hi Paulo Matos,

You can use this ,

https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_base

or https://apps.odoo.com/apps/modules/13.0/bi_import_bank_statement_line/

Thanks

Avatar
Discard
Paulo Matos
Author

Thanks @Nikhil Nakrani
Will have a look.
The module attached perhaps solves my enterprise limitations with bank/cash statements import, but it seems not to work with community version. Will check developers.
Thank you once again

Avatar
Paulo Matos
Author Best Answer

@Cybrosys Techno Solutions Pvt.Ltd

Thank you very much for the update.

That's what I thought but needed to be sure.

I have looked into the apps store and found nothing related (except for the bank import - and also a module from your side) for Odoo v17. Will keep an eye on it.

As per the bank import, it is not pratical for our reallity since most of our banks does not provide an API and/or the correct file formats for the import, except for a xml or pdf file which is different from bank to bank) and thats why we do need a way to manually register bank/cash transactions in Odoo, even for enterprise edition since the "New transaction" option is not much practical for entering several transactions, even manually.

Thank you once again

Kind regards



Avatar
Discard
Related Posts Replies Views Activity
v17 Bank Statements
bank_statement journal_entry v17
Avatar
0
Nov 24
717
Multiple duplicate bank account registrations
accounting bank_statement v17
Avatar
Avatar
1
Mar 24
973
How to get the active_id from get_view function in odoo 17?
v17
Avatar
Avatar
Avatar
Avatar
3
Apr 25
735
bank statement import
bank_statement
Avatar
Avatar
1
Apr 25
427
Inventory Adjustment - Cyclic Count for products with zero quantity on Hand
v17
Avatar
Avatar
1
Mar 25
331