Bank Statement Sequence
Create bank statement reference number automatically
| Frequency: Monthly subscription |
| Environment: Enterprise |
Bank Statement Sequence
Create bank statement reference number automatically
| Frequency:Monthly subscription |
| Environment:Enterprise |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
In the Accounting app, a bank statement is the only object without a dedicated sequence.
CLUEDOO'S FUNCTIONS
You can configure a bank statement sequence for each bank account in order to easily organize and pull up your bank statements.
MODULE +
Having bank statement sequences is an advantage to quickly organize and read your data.
BUSINESS CASE
If you have a lot of bank account, the organization with a respective reference number is really convenient to search, check, verify, etc.
CLUEDOO RECOMMENDATION
Install on 100% of your database using accounting apps.
OUR FEATURES AS SOLUTIONS
Create a Bank Statement Reference
Number Automatically
HOW TO USE THIS MODULE
1
On a Journal with a Bank type, we have a Short Code, a Next number, and a Statement next number to set the sequence.
2
Create a new bank statement and fill out the related information. When we click ‘Post’, we will have the sequence number.
Update: Create a new Journal name, fill out the information. When we click "Create sequence", we will have sequence number and all related information.
1. Go to Accounting Dashboard > In Bank/ Click Reconcile Item |
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2. Create new Transaction > Save & Close > Click to button Statement > Confirm create |
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3. You can see new sequence created based on your setting |
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4. You also can import excel file and edit information from here.
