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RE: Credit Card Module for version 8 - Like URSA for version 7

by
Fabrice Henrion (fhe)
- 10/13/2016 17:16:01

There are several ways of doing this out of the box. Here is one possibility:

-          Create a credit card journal. (you should also have a bank journal)

-          Manually import credit card statements in this journal. The statements shows each transaction as well as the settlements from the credit card to the bank.

-          Reconcile transactions individually in the credit card statement.

-          Use a reconciliation model to an Undeposited Funds account in the credit card statement. Do the same in the bank statement. This account should be 0 if everything that leaves the credit card arrives correctly in the bank.

-          Use the reconciliation report to understand why the Undeposited Funds account is not 0 at the end of the period.

 

This is quickly covered in Use Case 8 here: https://youtu.be/oOwUj1MVGKc?t=4h36m54s

Other ways include: using the Undeposited Funds account when registering payments, using Internal Transfers instead of models, using only a bank journal and no credit card journal, using the batch deposit feature for credit card transactions,…

 

On a different note, you want to handle expenses with reconciliation models (Use Case 6 in the video).

 

Best,

__
Fabrice



From: John Pia Jr [mailto:jpiajr@southmill.com]
Sent: Thursday, October 13, 2016 1:18 PM
To: Community <community@mail.odoo.com>
Subject: Credit Card Module for version 8 - Like URSA for version 7

 

Hello All,

 

Is anyone aware of a mod simular to the Credit card Module put out URSA for version 7 (https://apps.openerp.com/apps/7.0/account_payment_cc/)

 

but for version 8?

 

if not can someone please provide guidance as to how to best handle credit card payments in version 8.

 

Thank you and sorry for the spam 

 

--

John Pia Jr

South Mill Mushroom Sales Inc. | Kaolin Mushroom Farms Inc.

Office: (610) 444-4800 [x242] | Mobile: (610) 470-5163 | South Mill Online!

 

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