| Technical Name |
sg_bank_reconcile
|
| License | OPL-1 |
Introduction
The sg_bank_reconcile module enriches Odoo's bank reconciliation process by introducing a "Cleared the Bank" checkbox for each transaction. This addition simplifies reconciliation workflows by clearly indicating which entries have been verified, and allows users to flag transactions for follow-up. It’s an ideal solution for businesses aiming to improve clarity and control during bank statement matching.
Key Features
Adds a "Cleared the Bank" checkmark to each bank statement transaction for clear reconciliation status
Offers a dedicated view to mark transactions as cleared or flag for further investigation
Enables streamlined tracking of bank reconciliation progress and pending items
Benefits
Enhance clarity in bank statement matching with visible cleared indicators
Improve reconciliation accuracy by enabling easy transaction review and follow-up
Reduce errors and oversight by centrally managing cleared and pending entries
Simplify audit trails with clear visual indication of reconciliation status
Compatibility & Technical Details
Technical Name: sg_bank_reconcile
License: LGPL-3
Required Modules:
Invoicing (account)
Discuss (mail)
Installation Steps:
Ensure the Invoicing and Discuss modules are installed and active.
Place the sg_bank_reconcile module in your add-ons directory.
Update the module list and install the module.
Access the reconciliation view and use the "Cleared the Bank" checkbox to mark transactions accordingly—or flag items for further examination.
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