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Chatter on bank statements

account_bank_statement_chatter folder_open OCA/account-financial-tools open_in_new
Invoices & Payments License: AGPL-3

This module adds the chatter on the bank statements for managing attachments and communications in this document.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

Adds a chatter to bank statements so users can log notes, attach files, schedule activities and follow conversations directly on each statement.

This module brings the standard Odoo communication panel (the "chatter") to bank statements. On the bank statement form, right below the main content, users now see the familiar message area with followers, scheduled activities and the message history.

What this means in practice:

  • Users can post internal notes or messages on a specific bank statement, keeping the discussion linked to that document.
  • Files and documents can be attached to the statement through the chatter, so supporting paperwork stays with the record.
  • Activities can be scheduled and assigned to colleagues, for example to remind someone to review or reconcile a statement.
  • Users can follow a statement to receive updates when new messages are posted.

The feature appears on the bank statement form screen, in the same place where the chatter normally sits on other Odoo documents. It works together with the account_statement_base module, which provides the bank statement form that is extended here.

The module touches the account.bank.statement model by adding the messaging and activity capabilities, and it modifies the existing bank statement form view to display the chatter. No new menus, reports, automated rules or scheduled jobs are added by this code.

Models and fields (1)
  • account.bank.statement · new model

Text generated by AI (DeepSeek) from reading the Odoo 17.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/account-financial-tools.

terminal Installation and usage

OCA documentation · Odoo 17.0
  • Go to Invocing \> Configuration \> Accounting \> Journals.
  • Select one bank or cash journal and click on Action \> Bank statements.
  • Select then one bank statement.
  • You will see there the chatter.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.