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

Gerelateerde posts	Antwoorden	Weergaven
Ajout de compte sur une facture / How to add an banking account for an invoice accounting bank	1 jul. 25	1628
online banking setup in odoo accounting bank	1 jul. 23	2695
Colombia: Sincronizar Bancos con Odoo accounting bank	2 feb. 23	3731
2nd bank statement with the same bank : cannot connect accounting bank connection	0 mrt. 25	943
Chase Bank Sync is not working Opgelost accounting bank synchronization	1 feb. 25	2840

Deze vraag is gerapporteerd

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!