Friday, November 25, 2022
2 changes · master
Resolved issues and error corrections
The accounting dashboard now allows users to configure automated bank statement synchronization even when no online bank has been selected yet. This removes a setup roadblock and makes it easier for businesses to connect bank journals for automatic updates.
Original PR description
When the bank journal is set to automated online synchronization, we also want to be able to configure it when no online bank is set. task-3043449 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
The bank dashboard now shows the right action depending on how bank feeds are configured. Users can more easily import statements, start online synchronization, fetch transactions, or reconcile items without confusing or missing options.
Original PR description
… on dashboard When the bank feeds is set to: - 'Undefined yet' : I need to be able either to import or to create an online synchronization. - Import(CAMT, CODA, CSV, OFX, QIF) :Then I need the "import statement" link if "Reconcile X items" is the primary CTA. Import statement becomes a primary CTA when nothing is left to reconcile on this specific journal. - Automated Bank Synchronization : - Either I effectively have a bank sync, then I need to be able to fetch transactions from the journal - Or I don't really have a bank sync (because I modified the config of the bank feeds manually for example), then I need to be able to create an online sync task-3043449