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Re: Odoo v14 - Bank reconciliation flow

by
Open for Small Business, Graeme Gellatly
- 07/01/2022 22:46:59
Just watch the official Odoo video on how to do this.

Now personally as an accountant I prefer the new way. It is more accurate, easy to audit and easier to identify and correct issues, but to do the old way you just make the transit account and bank account the same.

On Sat, Jan 8, 2022 at 10:12 AM Julien Jezequel <julien.jezequel@numigi.com> wrote:
Hello All

First, we send our best wishes for this new year, with success in your projects.

We wanted to reach because we are starting to plan migrations to V14. 

We are not satisfied with the v14 bank reconciliation process, and the systematic use of transit accounts on payments. 

We started to have an analysis on how we could propose a more direct and simple way of managing payments and bank reconciliation. 

We wondered if any of you has already started a project of module on which we could contribute, or have any information / feedback to share on this matter. 

Ideally, we would have an option to offer end users, enabling them to manage payments and bank reconciliation with a transit account, or with a direct flow close to the one of v12, but this is still an analysis in progress. 

Have a great day. 


Julien Jézéquel-Bréard - Chargé de projets
NUMIGI SOLUTIONS INC.


Longueuil, Québec, Canada

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