Bank Statement Sequence

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Create bank statement reference number automatically

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Frequency: Monthly subscription
Environment: Enterprise

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Bank Statement Sequence

Create bank statement reference number automatically

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

  • Frequency
  • Environment

This combination does not exist.

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.









1. 

Go to Accounting Dashboard > In Bank/ Click Reconcile Item


2. 

Create new Transaction > Save & Close > Click to button Statement > Confirm create


3. 

You can see new sequence created based on your setting