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odoo accounting v14 pos v15
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Hjælp

How to Creat New Statement In Odoo 16 ?

Tilmeld

Få besked, når der er aktivitet på dette indlæg

Dette spørgsmål er blevet anmeldt
accountingbank_statementodoo16features
7 Besvarelser
16628 Visninger
Avatar
ABD AL_ROUFE MOHAMED

I couldn't find the new statement option in Odoo v16 accounting 

0
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Kassér
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Malay Khamar (Serpent Consulting Services Pvt. Ltd.)
Bedste svar

Hi ,

When you have any entry to reconcile, then the Reconcile Button will be visible. 


On a clicking the reconcile button, you will redirect to the reconcile screen


You can find a statement button on a left side of the reconcile screen  On a Mouse hover (mouseover). 


On a click of that button, a statement form view will be open with the balance as well.


Check this demo video for reference


Please vote for the answer if it helps you.

3
Avatar
Kassér
Kamran Lalehparvar

I have same problem reconcile button is not showing however we have some amount in out standing account

Kamran Lalehparvar

In the dashboard Outstanding payment and receive is showing 500 but when you click on that the report is empty and reconcile button is not showing

Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

Please check this demo video:
https://uploadnow.io/f/L35QJ7N

Kamran Lalehparvar

So we have to create one statement for each transactions? how about the customer payment which has created before? even in your video link there are some amount in outstanding account from beginning and reconcile button has not available at the beginning and one more thing in bank journal there is no button for new transaction

Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

No you can include all in one statement. According to the shared video , yes we have a payment from the customers against invoices.

Avatar
Scott Adams
Bedste svar

I cannot find the new statement option in Odoo V16 accounting either and the link to the video below does not work. Please help


0
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Kassér
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PeaSch
Bedste svar

Malay, can you share your video again?

0
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Kassér
Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

Hi Peasch,
Yes sure. It was from odoo runbot so might be the new updates are not inclueded.

https://uploadnow.io/en/share?utm_source=L35QJ7N

Faris Fathurrahman

@Malay: sorry, the link is expired or invalid

Avatar
Lucas Vossen
Bedste svar

Previously, odoo v15 always automatically creates a bank statement on bank syncronisation. Is this no longer configurable?

0
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Kassér
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SIA, MILWELL HUI
Bedste svar

Hi, It's now in Operations

Afer clicking Operations you could create a new line, it's a tree view, then also create the statement by typing statement name in the "Bank Statement" column. Click Match button to match the line.

0
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Kassér
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ABD AL_ROUFE MOHAMED
Forfatter Bedste svar

It's not showing like that on my Database 


0
Avatar
Kassér
Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

When you have any entry to reconcile, then the Reconcile Button will be visible.
On a clicking the reconcile button, you will redirect to the reconcile screen. There you will find the statement button on a left side.
Please check the updated answer.

ABD AL_ROUFE MOHAMED
Forfatter

i have already done with the collection of the payment

Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

Then you can see the related Journal dashboard record, the reconcile button will be visible now.

Malay Khamar (Serpent Consulting Services Pvt. Ltd.)

Please check this demo video
https://uploadnow.io/f/L35QJ7N

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