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This module enhances the Account Journal Dashboard by introducing a shortcut button in the Bank and Cash journals. The button provides a direct link to the Bank Statements view.

Project description

Odoo Community Association

Account Journal Dashboard Statement Button

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runboat

This module enhances the Account Journal Dashboard by introducing a shortcut button for Bank and Cash journals. The button provides a direct link to the Bank Statements view, streamlining access to statement management.

Table of contents

Use Cases / Context

In the default (vanilla) behavior of Odoo CE, when a user clicks on the name of a Bank or Cash journal in the Accounting dashboard, they are redirected to the Statements view. However, this behavior changes when installing the OCA Reconcile add-ons or using Odoo EE.

This module offers an alternative by adding a Statements button directly into the journal card, providing users with a one-click option to access the Statements view. This approach ensures that users can maintain the familiar workflow of quickly accessing the Statements view, even when other customizations or versions are in place, without altering the default functionality.

Usage

The Statement button will only appear once there are records linked to the corresponding journal.

Account Journal Dashboard

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Binhex

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/bank-statement-import project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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