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odoo accounting v14 pos v15
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odoo accounting v14 pos v15
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Help

How to Switch to the 3-Pane Bank Reconciliation Interface (Matching + Journal + Posting)?

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
configurationaccounting
1 Balas
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Aleksandr Efremov

In some of my Odoo projects, I’ve noticed different layouts for the Bank Reconciliation screen.

🔹 In one company, when I go to Accounting > Bank Reconciliation, I see only a list of unreconciled transactions with buttons like "Set Partner" / "Set Account", but no side panels — just a plain list.

🔹 In another company, the interface is much richer — it shows three sections:

  • On the left: list of bank transactions
  • In the center: potential match suggestions
  • On the right: journal entry preview (with editable fields)

This 3-pane layout is much more helpful for reviewing and reconciling.

🔧 My Questions:

  1. How can I activate or switch to this 3-pane view in a project where only the simple list is available?
  2. Does this depend on:
    • Odoo version?
    • Accounting settings?
    • Journal configuration?
    • User permissions?

Any ideas would be greatly appreciated!

Thanks in advance,

Aleksandr

0
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Buang
Manfred Odenstein

improvement is relative, if you are a professional and want to work fast, a click more per entry is a disaster, as this new reconciliation page is. BTW I'm a UX professional, so I know what I'm talking about 

Kristin Aus

I agree, this is a disaster because now we can't enter everything we need to.  Absolutely NOT an upgrade.  I'll have to go back to a copy of my database that is still 18 and redo a bunch of work just to keep the 3 pane interface.

An upgrade would be to let us choose.

Avatar
Ray Carnes (ray)
Jawaban Terbai

This is related to the version of Odoo.

  • up to and including Odoo 18.2 - three pane
  • Odoo 18.3 and above - two pane

Bank reconcilation was improved in Odoo 18.3 with a new two pane layout, the third pane is now a popup.


https://www.odoo.com/odoo-18-3-release-notes

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