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
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
3474
Visualizzazioni
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
1
mag 24
|
1502 | ||
|
1
lug 25
|
720 | ||
|
0
ott 24
|
1470 | ||
|
0
ott 23
|
2079 | ||
|
Accounting Reconciliation-
Risolto
|
|
5
giu 23
|
4629 |
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