Select Bank Statement on Payments (Customer and Vendor Payments)
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 78.74
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 119 |
Technical Name |
payment_bank_statement |
License | See License tab |
Website | http://www.probuse.com |
Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Select Bank Statement on Payments | Bank Statement Selection for Payments
Bank Statement on Customer Payment and Vendor Payment Odoo App
Odoo App: Select Bank Statement on Customer Payment & Vendor Payment
This app enables your accounting team to create a bank statement line for customer or vendor payments, either by linking them to an existing bank statement or by generating a direct bank statement line without an associated statement.
- This app allows accounting users to create bank statement lines during customer or vendor payment registration. Users can link payments to an existing bank statement or generate a standalone bank statement line. With the "Using Bank Statement" option, the line is added to a selected statement, while the "Without Using Bank Statement" option creates an independent line. This flexibility streamlines financial reconciliation based on business needs.
- Accounting users can create a bank statement line by linking it to a bank statement while registering payments from customer invoices or vendor bills.
- This app also offers the option to create a bank statement line without linking it to a bank statement, allowing users to generate only the bank statement line if no bank statement ID is being created.
- If you choose the "Using Bank Statement" option, you can select an existing bank statement, and the bank statement line will be created under it. Alternatively, if you select "Without Using Bank Statement," the system will directly create a bank statement line without linking it to any bank statement.
- For more details, please refer to the video and review the screenshots below.
Edition Compatibility:
Enterprise Odoo.sh
1. Example with Customer Invoice And Payment
Select Option Using Bank Statement to Add Bank Statement
[Note: This is the register payment wizard of customer invoices (Odoo Standard)]

Statement Line has been created during Registration of Customer Payment with the Bank Statement option shown below in the reconciliation screen (Odoo Standard).

Select Option Without Using Bank Statement in Wizard of Register Payment of Customer Invoice (Odoo Standard)

Statement Line has been created during Registration of Customer Payment without the Bank Statement option shown below in the reconciliation screen (Odoo Standard).

Select Option Using Bank Statement to Add Bank Statement on Customer Payment Form View (Odoo Standard)

Statement Line has been created with Bank Statement by Creating Customer Payment as shown below in the reconciliation screen (Odoo Standard)

Select Option Without Using Bank Statement on Customer Payment Form View (Odoo Standard)

Statement Line has been created during Payment Creation of Customer without Bank Statement as shown below in the reconciliation screen (Odoo Standard)

2. Example with Vendor Bill and Payment
Select Option Using Bank Statement to Add Bank Statement
[Note: This is the register payment wizard of vendor bill (Odoo Standard)]

Statement Line has been created during Registration of Payment of vendor with Bank Statement as shown below in the reconciliation screen (Odoo Standard)

Select Option Without Using Bank Statement on Vendor Payment Form View (Odoo Standard)

Statement Line has been created during Payment Creation of Vendor without Bank Statement as shown below in the reconciliation screen (Odoo Standard)

Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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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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