Am I supposed to fetch transaction each month?

Question

My ODOO has already done the bank synchronization.
It didn't fetch the latest statement transaction, but the latest statement has already been issued by the bank.
So, do I need to fetch transactions manually each month?

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,

In Odoo, bank synchronization is typically automatic, but it depends on the setup and the bank connection provider you're using (e.g., Plaid, Salt Edge, Yodlee, etc.)

For more information, refer to the following

* https://www.cybrosys.com/glossary/bank-synchronization [1]

* https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/bank_synchronization.html [2]

Hope it helps

[1] https://www.cybrosys.com/glossary/bank-synchronization
[2] https://www.odoo.com/document

Powiązane posty	Odpowiedzi	Widoki
Ajout de compte sur une facture / How to add an banking account for an invoice accounting bank	1 lip 25	1793
online banking setup in odoo accounting bank	1 lip 23	2828
Colombia: Sincronizar Bancos con Odoo accounting bank	2 lut 23	3826
2nd bank statement with the same bank : cannot connect accounting bank connection	0 mar 25	1081
Chase Bank Sync is not working Rozwiązane accounting bank synchronization	1 lut 25	3022

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!