Inquiry: Generating Bank Statements in Odoo v17.1 SaaS Without Online Bank Synchronization

Question

Hello everyone,
I want to know if it's possible to generate bank statements within Odoo v17.1 SaaS without doing the online bank synchronization. Is there a method available within the system to manually generate bank statements for each bank if I have several banks in my system or import them in a format that doesn't require online synchronization?

Does anyone know if this is possible in Odoo?

Thank you for your assistance.

David Goldfeder Waisburd · Answer

In our process, we download the transactions from each bank account directly from the portal in CSV format. We then transfer this data to an electronic spreadsheet, preferably in Google Spreadsheet, where we apply some formulas to optimize the results. This allows us to import the transactions as a bank statement efficiently and accurately.

Powiązane posty	Odpowiedzi	Widoki
Make Account Receivable and Payable filed optional when creating contact Rozwiązane accounting receivable payable	1 lut 23	2726
Receivable and payable balances on the same partner accounting receivable payable quickstart	0 cze 25	5358
Accounting Dashboard. The Bank view values Balance in Odoo is always the same, how is this value calculated? accounting dashboard bank bankstatement	0 wrz 17	4583
Bulk upate Accounts payable and accounts receivable accounting contacts receivable payable	1 sie 16	4082
Designing and Customizing Check Templates in Odoo V17.1 Online accounting payment check receivable payable	0 kwi 25	2502

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!