Hello everyone
I have a business case where client uses .xlsx and .csv files to import invoices/bills and payments/bank statements from another software. After posting all imported data, reconciliation has to be done manually. Due to huge amount of imported data, client doesn't want to do reconciliation manually, rather it should be automated.
I thought of using a scheduled action to be run daily at midnight to do the job.
How can I achieve this functionality ?
Thanks !!
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Akuntansi
- Inventaris
- PoS
- Project
- MRP
Pertanyaan ini telah diberikan tanda
3573
Tampilan
Menikmati diskusi? Jangan hanya membaca, ikuti!
Buat akun sekarang untuk menikmati fitur eksklufi dan agar terlibat dengan komunitas kami!
Daftar| Post Terkait | Replies | Tampilan | Aktivitas | |
|---|---|---|---|---|
|
1
Mei 24
|
1567 | ||
|
1
Jul 25
|
794 | ||
|
0
Okt 24
|
1565 | ||
|
0
Okt 23
|
2154 | ||
|
Accounting Reconciliation-
Diselesaikan
|
|
5
Jun 23
|
4858 |
you can create automatic reconciliation models which will consider the bank entries (debit or credit ) and post the accounting entries according to your user defined modeel