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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.

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