| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 626 |
| Technical Name |
plaid_sync |
| License | OPL-1 |
| Website | https://onestopodoo.com/ |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Bank Account Synchronization (With Plaid)
Bank Account Synchronization (With Plaid)
This module enables you to synchronize your Bank Accounts and Credit Cards via Plaid. It also helps reconcile your Bank Accounts with your Financials.
Description
Description
Bank Reconciliations are a modern business necessity, since businesses need to keep their Financials up to date with the Bank Balances. As much as it's needed and wanted, it is just as tedious. The primary issue is the manual reconciliations and lack of standardization.
This module enables you to do Online bank and Credit Card Payments synchronization via Plaid. It enables users to link bank journals to their online bank accounts, for supported banking institutions via Plaid, and configure a periodic and automatic synchronization of their bank statements.
Additionally, customers may effortlessly obtain plaid transactions based on their chosen bank journals through plaid account in Odoo.
Standout Features
Standout Features
- Automated Plaid Synchronization.
- Credit Card Payments Auto-synchronization.
- Frontend Integration.
- Determine the Plaid Transaction Date Range.
- Obtain Plaid Transaction anytime.
- Automatic Fetching of Transactions at Regular Intervals.
- Implements backend code to handle Plaid API requests.
- Implement secure storage and handling of Plaid API keys.
- Set up monitoring for the integration to detect and address issues promptly.
Exploring the module: (How to)
Exploring the module: (How to)
- You will require an account with plaid independently and then use its credentials to link Odoo to Plaid.
- Download and Install the app.
- Go to the Accounting Module>Configuration>Settings.
- Enter the Client ID and Secret Key in the fields which are provided by Plaid.
- Go to Accounting > Configuration >Journals and Create the Bank Journal.
- Create a new record by clicking Create Button.
- Fill in the Journal Details and save.
- New Bank Journal is created to Link it with Plaid.
- After creating the Bank Journal, Go to Accounting > Configuration > Online Sync via Plaid.
- Create the new Synchronization via Plaid.
- Select the Bank Journal (created earlier) in Bank Field and Click Connect to Plaid Button
- You will get a Bank list. Select the bank (associated with journal).
- Enter your login Credentials and you'll be connected to Plaid and Your Connected A/C will appear as shown.
- Go to Accounting Dashboard > Bank Dashboard and create a new Bank Statement.
- Fill in the details on Bank Statement Form and click Get Transactions from Plaid Button.
- A wizard will appear. Fill in the Following Fields and click Generate Statements button to fetch the
transactions:
- Plaid (Bank Journal synched with plaid)
- Plaid line (Sub-accounts of the synched Bank Account)
- Date From (starting date)
- Date To (Ending Date)
- Bank Transactions will be fetched as shown.
- Go to Accounting Dashboard > to View the Bank Statements from Plaid.
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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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