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Bank Reconciliation Widget

by
Odoo

$ 44.25

v 17.0 Third Party 5
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 10806
Technical Name skit_bank_reconciliation_widget
LicenseOPL-1
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 10806
Technical Name skit_bank_reconciliation_widget
LicenseOPL-1
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0

Odoo Certified Partner

Bank Reconciliation Widget

The Bank Reconciliation Widget makes it easy to match, check, and reconcile bank transactions using a simple interface, helping keep your financial records accurate and up to date.

Community
Enterprise

About Us

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Days Free Support
90
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Custom Apps
125+
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Happy Customer
100+
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Year Of Experience
18+
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countries
23+
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Industries Served
45+
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+91 75388 24350

This module is built for you if:

  • You want to reconcile bank transactions quickly without complex steps.
  • Your team needs to match payments, invoices, and bank statements easily in one place.
  • You want to reduce manual errors and improve reconciliation accuracy.
  • You need to track matched and unmatched transactions clearly for better visibility.
  • You want to handle partial payments and write-offs efficiently during reconciliation.
  • You manage operations with high volumes of bank transactions and need faster processing.
  • You prefer a simple and user-friendly reconciliation workflow for daily accounting tasks.

How Organisations Use This Module

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Accounting Teams

Quickly reconcile bank transactions and maintain accurate financial records.

SMEs

Simplify daily bank reconciliation with minimal effort.

Enterprises

Handle large volumes of bank transactions efficiently.

Finance Departments

Ensure proper tracking and validation of all incoming and outgoing payments.

Key Highlights

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Interactive Reconciliation Interface

Provides a clean and user-friendly widget for managing bank reconciliation.

Automatic Matching Suggestions

Suggests matching entries based on amounts, references, and partners.

Manual Reconciliation Control

Allows users to manually match or adjust entries when needed.

Real-Time Updates

Instantly reflects reconciliation status and balances.

Write-Off Handling

Handles small differences during reconciliation automatically.

Multi-Transaction Matching

Enables matching one bank line with multiple invoices or payments.

Full Payment Bank Reconciliation

Create a customer invoice from the accounting module to begin the reconciliation process.
Match the bank statement with the invoice using the Reconcile button.
Search and select the correct invoice using partner name, invoice number, or amount.
Click Validate to reconcile the payment with the invoice.
A confirmation message is displayed after successful reconciliation.
The invoice status is automatically updated to Paid.

Partial Payment Bank Reconciliation

Create a customer invoice and record a partial bank statement amount.
Select the invoice line to match with the statement line.
Reconcile the transaction to reflect partial payment.
The invoice status updates to Partially Paid, and the remaining balance is shown in Amount Due.
Use the Reset option to revert incorrect matching.

To Check Validation

Use the To Check option to review and mark uncertain entries.

Reconciliation Features

Unreconcile entries directly from Journal Items when needed.
Reconcile manually from journal items by selecting matching account entries.
Use the Reconcile button to open the adjustment popup and confirm reconciliation.
After reconciliation, the invoice status updates automatically.
In the same process will be followed for vendor bills.

Our Features

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Latest Releases

Latest Release 19.0.1.0.0
Add
24th Jan, 2026
Initial Commit.

Module Services

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Free Installation
24x7 Assistance
Fully Scalable
Free 90 Days Support

Industries We Serve

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Manufacturing

Control who accesses production orders, inventory, and supplier data with precise Odoo access control lists.

Retail & E-commerce

Manage sales staff visibility and restrict sensitive customer and pricing data using Odoo user permissions.

Healthcare

Maintain strict confidentiality by limiting access to patient records and workflows through role-based access control in Odoo.

Finance

Secure financial records, transactions, and reports with advanced Odoo admin tools and custom permissions.

Education

Define access levels for teachers, students, and administrators to manage academic data efficiently.

Real Estate

Ensure agents only access their assigned leads and property records with dynamic Odoo user access rights settings.

Logistics & Supply Chain

Manage who can view, update, or approve shipping data and vendor contracts.

Hospitality

Define access for front desk, housekeeping, and management staff to streamline hotel operations.

Legal & Compliance

Restrict case files and internal communication with tight Odoo access management settings.

IT & Software Services

Provide secure, project-based access to developers, clients, and QA teams.

Human Resources

Configure access levels for recruitment, payroll, and performance modules with ease.

Government & Public Sector

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Construction

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Fleet Management

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Our Services

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Latest Apps

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Website Product Stock

Show stock, prevent out-of-stock orders

Advance Payment

Seamless advance payment registration for SO & PO

Delete Journal Entry

Void unposted entries in journals

Most Demanded Apps

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POS Quick Load - Customer

Synchronization of POS partner data

Pay Later in POS

Offer flexible Pay Later options for Point Of Sale

Customer Sequence Code

This Module automates the creation of unique identifiers for new customers or vendors

FAQ

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Frequently Asked Question

Yes. Users can open the reconciliation widget from the accounting dashboard and match transactions without navigating to multiple screens.
2. How does the system identify matching invoices or payments?
The system provides automatic suggestions based on partner, amount, and reference, helping users quickly find matching records.
3. Can users perform partial reconciliation?
Yes. The widget supports partial reconciliation, allowing users to match a portion of the amount while tracking the remaining balance.
4. What happens after successful reconciliation?
The invoice or bill status is automatically updated (Paid or Partially Paid), and the transaction is marked as reconciled.
5. Does the system support vendor bill reconciliation?
Yes. The same reconciliation process applies to vendor bills, ensuring consistency across customer and supplier transactions.

Free Support

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You will get 90 Days free support in case any bugs or issue

Srikesh Infotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 18+ years of technical and functional experience in ERP Customization and Implementation.

Please note that You're not allowed to distribute this module after purchase! In case of any question regarding this module feel free to email us on info@srikeshinfotech.com or raise a ticket on support.

support-free-
+91 75388 24350 
Odoo Proprietary License v1.0

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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).

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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