| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 266 |
| Technical Name |
bank_stmt_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 266 |
| Technical Name |
bank_stmt_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 |
Bank Statement Enhancement
OMAX INFORMATICS
Overview
This module enhances Odoo’s default bank statement functionality by providing a dedicated menu to manage statements more efficiently. Users can easily create and view statements directly from this menu. In addition, the module offers an Import Bank Statements feature, allowing users to upload Excel files (.xlsx or .xls), match them with existing payments or journal entries, and generate detailed PDF report for better tracking and auditing.
Features
-
Dedicated Bank Statement Menu
Access and manage bank statements directly from a separate menu to improve accounting efficiency.
-
Import Bank Statements feature
Users can upload .xlsx files and import multiple bank statements at once.
Update starting and ending balances during import statements. -
Enhanced PDF Report
Generate detailed bank statement reports in PDF format with additional information.
How It Works
Bank Statement Menu.
Path : Invoicing -> Accounting -> Bank Statement -> Bank Statement.
Import .xlsx File Interface.
Same excel file available in bank_stmt_omax/document/ so, you can modify and use it.
Import Bank Statement Menu.
Path : Invoicing -> Accounting -> Bank Statement -> Import Bank Statement.
Import Bank Statement Wizard
Bank Statements List View.
Bank Statement menu path: Invoicing -> Accounting -> Bank Statement -> Bank Statements
Bank/2025/0001 : a new bank statement is created.
Imported Bank Statement - Bank/2025/0001
Bank Statement menu path: Invoicing -> Accounting -> Bank Statement -> Bank Statements
Users can also manually create bank statements and statement lines.
Statement Report menu.
BankN-2025-04-10/1 : When you click the Statement Report menu, a detailed PDF report is downloaded.
Statement Report
Report shows your bank statement summary along with all reconciled journal entries — including the date, account, partner, invoice reference, and debit/credit details.
This helps you clearly see which transactions were matched and how they impact your balances.
Free Support
Get In Touch
OMAX INFORMATICS
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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