$ 18.93
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
cl_bank_connections
|
| License | OPL-1 |
| Technical Name |
cl_bank_connections
|
| License | OPL-1 |
Introduction
The CL Bank Connections module for Odoo facilitates seamless integration between Odoo's accounting system and banking institutions in Chile and Mexico. This integration allows businesses to automatically synchronize bank statements, import transactions in real-time, and streamline financial operations. By connecting Odoo with local banks, companies can ensure accurate and up-to-date financial records, reducing manual data entry and enhancing overall efficiency.
Key Features
Automatic Bank Statement Synchronization: Automatically import bank statements from supported banks in Chile and Mexico into Odoo.
Real-Time Transaction Import: Ensure timely and accurate financial data by importing transactions as they occur.
Multi-Bank Support: Connect multiple bank accounts from different institutions within the same Odoo instance.
Secure Data Handling: Utilize secure protocols to protect sensitive financial information during synchronization.
User-Friendly Interface: Navigate through the integration process with an intuitive and easy-to-use interface.
Error Handling and Notifications: Receive alerts for synchronization issues or discrepancies in imported data.
Customizable Synchronization Settings: Adjust synchronization frequency and parameters to fit business needs.
Comprehensive Transaction Mapping: Map bank transactions to corresponding Odoo journal entries for accurate accounting.
Audit Trail Capabilities: Maintain a detailed log of synchronization activities for compliance and auditing purposes.
Local Bank Compatibility: Specifically designed to work with banks in Chile and Mexico, ensuring local compliance and functionality.
Benefits
Enhanced Financial Accuracy: Reduce manual data entry errors by automating bank statement imports.
Improved Efficiency: Save time and resources by streamlining the bank reconciliation process.
Real-Time Financial Insights: Gain up-to-date visibility into cash flow and account balances.
Simplified Compliance: Ensure adherence to local banking regulations in Chile and Mexico.
Scalable Integration: Easily add and manage multiple bank accounts as your business grows.
Cost Savings: Minimize the need for third-party reconciliation services.
Enhanced Decision-Making: Make informed financial decisions with accurate and timely data.
Secure Transactions: Protect sensitive financial information with robust security measures.
Customizable Workflows: Tailor synchronization settings to align with specific business processes.
Comprehensive Support: Access dedicated support for troubleshooting and setup assistance.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: cl_bank_connections
Installation Steps: Install via Odoo Apps interface or through command line using -u cl_bank_connections
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.