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EDI Bank Statement

edi_bank_statement_oca folder_open OCA/edi open_in_new
Uncategorised License: LGPL-3

Define EDI Configuration for Bank Statements

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Adds EDI exchange tracking to bank statements, so users can see and open the electronic exchange records linked to a statement and browse all bank statement exchanges from the Accounting configuration menu.

This module connects bank statements with the EDI exchange framework, so the electronic files exchanged for a statement are visible directly in Odoo.

On the bank statement form, a new stat button labelled "EDI" appears in the button box. It shows how many exchange records are linked to that statement and is hidden when the count is zero. Clicking it opens the related exchange records.

A new menu "Exchange records" is added under the Accounting configuration menu, containing a "Bank Statements" entry. This opens a list of all exchange records whose model is account.bank.statement, in list and form views.

When the "Reconcile" action is run on a bank statement (action_bank_reconcile_bank_statements), the module also triggers an event named on_action_bank_reconcile_bank_statements. This lets other EDI components react automatically to the reconciliation, for example to generate or process exchange records.

The module extends the account.bank.statement model with the EDI exchange consumer behaviour, which is what provides the exchange record count and the link to the records. It depends on the Accounting, EDI and component event modules.

Depends on

Menus it adds

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

Text generated by AI (DeepSeek) from reading the Odoo 13.0 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: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

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.