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

Related Posts	Replies	Zobrazenia
Ajout de compte sur une facture / How to add an banking account for an invoice accounting bank	1 júl 25	2512
online banking setup in odoo accounting bank	1 júl 23	3483
Colombia: Sincronizar Bancos con Odoo accounting bank	2 feb 23	4376
Odoo Bank Sync doesn't pull in correct transaction description Solved accounting bank synchronization	2 nov 25	269
2nd bank statement with the same bank : cannot connect accounting bank connection	0 mar 25	1722

This question has been flagged

Enjoying the discussion? Don't just read, join in!