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Re: Odoo v14 - Bank reconciliation flow

by
InitOS GmbH, Frederik Kramer
- 08/01/2022 00:06:17
Hi Julien,

what Graeme is saying is what Odoo put here

https://www.youtube.com/watch?v=ZOxsB7F6omY 

at 1:30 ff 

Best Frederik

Am Freitag, dem 07.01.2022 um 22:52 +0000 schrieb Graeme Gellatly:

> 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.

> > julien.jezequel@numigi.com

> > 

> > 

> > Longueuil, Québec, Canada

> > http://www.numigi.com/

> > 

> > 			

> > 

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-- 
Dr.-Ing. Frederik Kramer
Geschäftsführer
        
initOS GmbH
An der Eisenbahn 1
21224 Rosengarten
        
Phone:  +49 4105 56156-12
Fax:    +49 4105 56156-10
Mobil:  +49 179 3901819
        
Email: frederik.kramer@initos.com
Web:   www.initos.com
        
Geschäftsführung:
Dr.-Ing. Frederik Kramer & Dipl.-Ing. (FH) Torsten Francke

Sitz der Gesellschaft: Rosengarten – Klecken
Amtsgericht Tostedt, HRB 205226
Steuer-Nr: 15/200/53247
USt-IdNr.: DE815580155

Reference