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Account Reconciliation Widget

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name viin_account_reconciliation
License OPL-1
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Technical Name viin_account_reconciliation
License OPL-1

Introduction

Bring back the power and convenience of streamlined financial reconciliation to your Odoo environment with the Account Reconciliation Widget. This essential module restores the robust bank reconciliation functionality, providing an intuitive and efficient way to match invoices with payments and reconcile your bank statements. Designed to simplify your accounting processes, this widget allows you to handle both journal item and bank statement reconciliations with ease, ensuring that your financial records are always accurate, balanced, and under control.

Key Features

  • Restored Reconciliation Functionality: Brings back the powerful bank reconciliation features to Odoo Community Edition.

  • Invoice and Payment Matching: Seamlessly reconcile customer invoices with their corresponding payments.

  • Bank Statement Reconciliation: Easily reconcile your bank statements with your accounting records to ensure accuracy.

  • Automated Suggestions: The system automatically suggests matching transactions based on partner and amount, speeding up the reconciliation process.

  • User-Friendly Interface: An intuitive and easy-to-use widget that simplifies the entire reconciliation workflow.

  • Stand-Alone Payments: Create and manage stand-alone payments, such as advances or overpayments, and reconcile them with the appropriate invoices.

Benefits

  • Accurate Financial Records: Ensure the accuracy and integrity of your financial data with a robust and reliable reconciliation tool.

  • Improved Financial Control: Gain better control over your finances by keeping your accounts receivable and payable up-to-date and reconciled.

  • Increased Efficiency: Save valuable time and reduce manual effort by automating and simplifying the reconciliation process.

  • Faster Closing Periods: Speed up your month-end and year-end closing processes with a more efficient reconciliation workflow.

  • Enhanced Visibility: Gain a clear and real-time view of your financial position with accurately reconciled accounts.

  • Streamlined Audits: Simplify the audit process with well-organized and easily verifiable financial records.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail)

  • Community Apps Dependencies: Account Counterparts, Account Reconciliation Widget, Viindoo Base

  • License: OPL-1

  • Technical Name: viin_account_reconciliation

  • Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.