Statement Reconcile Status

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

Credits

Authors

• ForgeFlow

Contributors

• ForgeFlow
  • Joan Sisquella joan.sisquella@forgeflow.com

Maintainers

This module is maintained by the OCA.

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.