Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Odoo 17 Bank/Cash Staments: How to enter them manually

Subscribe

Get notified when there's activity on this post

This question has been flagged
bank_statementv17
3 Replies
4328 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


0
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



2
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

0
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



0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
v17 Bank Statements
bank_statement journal_entry v17
Avatar
0
Nov 24
1965
Multiple duplicate bank account registrations
accounting bank_statement v17
Avatar
Avatar
1
Mar 24
2521
Ya es posible hacer Upgrade de v17 a v17.1 ?
v17
Avatar
Avatar
1
Oct 25
1363
How to add a new Many2one field in res.config.settings? Solved
v17
Avatar
Avatar
Avatar
Avatar
4
Oct 25
3798
Add field to ALL models in Odoo
v17
Avatar
Avatar
Avatar
2
Sep 25
2458
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now