Accounting and Invoicing - Odoo

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Reconciliation models

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/r/NlF In this video, learn how to use reconciliation models to speed up the reconciliation process. Other lessons related to this video: - Bank configuration: https://youtu.be/tVhhXw-VnGE - Bank transactions and bank synchronization: https://youtu.be/EZOr91JVkmE - Bank reconciliation: https://youtu.be/PwL3InbN2Y8 Need more information about Odoo apps? https://www.odoo.com/r/cfi Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com/r/kASR

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1. Why is the order of the reconciliation models important in the list view?

Because the models at the bottom are the only ones that can be deleted. Because Odoo applies the first reconciliation model with rules that match a specific transaction. Because the order determines the interest rate applied to the bank account.

2. What happens if the "To Check" button is used during reconciliation?

Odoo automatically cancels the bank transaction and notifies the tax authorities. The transaction is permanently deleted from the database to save space. The transaction is flagged for later investigation and becomes visible as "One to Check" on the dashboard.

3. What is the benefit of using a "Rule to suggest counterpart entry" model?

It automatically suggests how to handle a transaction (like bank fees) by generating a counterpart entry based on rules. It forces the customer to pay their invoice using a different currency. It sends a physical letter to the vendor asking for a discount on the next purchase.

Accounting and Invoicing - Odoo

Reconciliation models

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