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Odoo v17.1E - is it possible to perform multiple reconciliations at once? If so how?

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Zuhair

Hello

I'm reaching out to inquire about the reconciliation process in Odoo. 

Specifically, I would like to understand if it's possible to perform multiple reconciliations at once, and if so, what are the steps involved in completing this process?

At the time being we are doing the reconciliation one by one.


Thank you.

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Badari Vishal R
Best Answer

We can do multiple reconciliation by OCA's module named as 'Account Mass Reconciliation'. They provide 5 ways to do the mass reconciliation. Then there is another module named same by Sodexis which provides 2 ways additionally. Those are very useful try it.
Thank You

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

The Auto reconcile button helps for the automatic reconciliation of the statements, which is as similar as the Payment matching.

Please follow the steps,

1. Go to Accounting-> Accounting -> Reconcile


2.  Click the auto reconcile-> it opens the wizard.The pop up allows users to add from and to dates and accounts. Click on the Launch button to launch the reconciliation. 


3. Choose the partners and accounts to be reconciled and click Launch.

We have another option to do multiple reconciliation

1. Go to accounting -> Accounting -> Journal items

2. Apply filter 'unreconcile', and select the entries to be reconciled.


3. It opens a wizard fills in the details and clicks the reconciles.


For more details, please refer to our bookAuto reconciliation in Odoo 17

Hope it helps,

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