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Odoo v14 - Bank reconciliation flow

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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by Julien Jézéquel-Bréard - 10:11 - 7 Jan 2022

Follow-Ups

  • Re: Odoo v14 - Bank reconciliation flow
    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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    > 
    
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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
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    Geschäftsführung:
    Dr.-Ing. Frederik Kramer & Dipl.-Ing. (FH) Torsten Francke
    
    Sitz der Gesellschaft: Rosengarten – Klecken
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    Steuer-Nr: 15/200/53247
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    by Frederik Kramer - 12:11 - 8 Jan 2022
  • Re: Odoo v14 - Bank reconciliation flow
    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

    linkedinyoutubecustom-icontwitter

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    by Graeme Gellatly - 11:51 - 7 Jan 2022