Bank Statement Sequencing for Same-Day Uploads in Odoo

If you're uploading multiple bank statements for the same date, you might notice inconsistent ordering or confusing reference numbers like duplicate names or timestamps. Here's how to manage it effectively:

Recommended Steps

1. Use Bank Synchronization (Enterprise Only)
   Navigate to Accounting → Configuration → Add a Bank Account and connect to your bank.
   Odoo will automatically fetch and organize statements by date and ensure proper sequencing.
2. Manual Uploads – Use Distinct Naming
   When importing statements manually, include a time or identifier in the statement name.
   This helps prevent duplicate references for statements dated the same day.
3. Check the Statements View
   Go to your Bank Journal → click the three dots → Statements.
   This lets you view all statements by day and rearrange or edit them based on their time or closing balance.
4. Customize the Sequence Format (Optional)
   If needed, set up a custom sequence (via Developer Mode) that appends time or custom suffixes to avoid confusion.

Hope this works for your case!