| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2838 |
| Technical Name |
oe_entry_reconcile_engine |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
OE Finance: Entry Reconcile Engine
Reconcile journal entries faster with tolerance-aware hooks, AI-assisted reviews, and rock-solid audit trails
Enhanced Features in This Version
Professional Capabilities for Your Business
Tolerance-aware reconciliation wrapper
AI analysis fields with risk prioritization
Write-off templates with one-click application
KPI dashboard with smart navigation buttons
CSV export wizard for reconciliation metrics
List view toolbar AI job creation
Multi-company and multi-currency support
Key Features & Capabilities
Everything you need for professional operations
Write-off Templates
Define preset reasons/accounts and apply write-offs in one click from journal items.
Risk Prioritization
Automatic High/Medium/Low scoring with list highlights and focused filters.
Reconciliation Dashboard
KPI hub with smart buttons for Open, High Residual, Overdue, and Due Soon.
What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_entry_reconcile_engine" -> Click Install
- Configure permissions: Ensure accounting managers have access to queue AI jobs in list views
- Initial configuration: Add optional context key ``oe_entry_reconcile_tolerance`` to automated imports if custom thresholds are needed
Basic Usage
- Creating records: Journal items are generated from invoices, bills, and bank statements as usual
- Managing data: Open Accounting -> Journal Items, select entries, and trigger the AI queue action
- Using key features: Review the AI Analysis group on each line to see results and next steps from the AI engine
- Generating reports: Export reconciliation metrics using standard Odoo pivot tables augmented by AI insights
Tips & Best Practices
- Store tolerance preferences per import job via context for precise automation
- Schedule AI health scans weekly to monitor receivable risk
- Extend hook methods in custom modules instead of editing core logic
- Combine with oe_invoice_predictor to forecast payment behavior
Important Notes
Ensure oe_ai_job_base is installed and configured with at least one AI provider if you plan to process AI suggestions. The module respects standard accounting access rights and does not bypass validation rules.
Frequently Asked Questions
Q: Which Odoo versions are supported?
A: OE Finance: Entry Reconcile Engine is optimized for Odoo 12.0 and follows core accounting patterns, making forward porting straightforward.
Q: How do I adjust tolerance values?
A: Pass a context value ``oe_entry_reconcile_tolerance`` during automated reconciliation or override ``update_amount_reconcile`` in a custom module.
Q: Do I need additional AI modules?
A: The module ships with oe_ai_job_base as a dependency. You can use Treys.ai out of the box or plug in your own AI providers via that framework.
Launch Demo Instance
Explore OE Finance: Entry Reconcile Engine in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install OE Finance: Entry Reconcile Engine today and experience the difference quality makes.
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Professional Odoo modules built with excellence in the USA.
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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