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
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
3456
Weergaven
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
1
mei 24
|
1445 | ||
|
1
jul. 25
|
710 | ||
|
0
okt. 24
|
1450 | ||
|
0
okt. 23
|
2017 | ||
|
Accounting Reconciliation-
Opgelost
|
|
5
jun. 23
|
4562 |
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