Skip to main content

Show reconciliation status on bank statements

Project description

Odoo Community Association

Statement Reconcile Status

Beta License: AGPL-3 OCA/account-reconcile Translate me on Weblate Try me on Runboat

Adds reconciliation status tracking to bank statements.

In Odoo 18, bank reconciliation is line-oriented — each statement line is reconciled independently. This module adds an aggregated view so you can tell at a glance which statements are done and which still need work.

Two fields are added to account.bank.statement:

  • Reconciliation Status: Not Started / In Progress / Fully Reconciled

  • First Fully Reconciled On: timestamp set once when all lines are first reconciled — never cleared, so you can detect if someone later undoes a reconciliation

The list view shows a colored badge, and the search view adds filters to quickly find statements that need attention or that changed after being closed.

Table of contents

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

  • ForgeFlow

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/account-reconcile project on GitHub.

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

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

If you're not sure about the file name format, learn more about wheel file names.

File details

Details for the file odoo_addon_account_statement_reconcile_status-18.0.1.0.0.3-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo_addon_account_statement_reconcile_status-18.0.1.0.0.3-py3-none-any.whl
Algorithm Hash digest
SHA256 4ca728c5fabccc0a04b1ccc3cb27acda6a181c482d78717824673c3df86ce2ca
MD5 f6a8eaeecaaa900e93f0295f0e12ec21
BLAKE2b-256 2720eb4c8ef7b50bde6dff49b54522fee42b816cc390d65e25b627cd33bd4876

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Depot Continuous Integration Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page