Bank Synchronization Trade and Development Bank of Mongolia
by Engineersoft LLC http://engineersoft.net$ 111.04
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Point of Sale (point_of_sale) • Accounting (account_accountant) • Invoicing (account) • Discuss (mail) • Employee Contracts (hr_contract) • Employees (hr) • Inventory (stock) |
| Lines of code | 1353 |
| Technical Name |
es_bank_service_tdbm |
| License | See License tab |
| Website | http://engineersoft.net |
| Versions | 15.0 14.0 13.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Point of Sale (point_of_sale) • Accounting (account_accountant) • Invoicing (account) • Discuss (mail) • Employee Contracts (hr_contract) • Employees (hr) • Inventory (stock) |
| Lines of code | 1353 |
| Technical Name |
es_bank_service_tdbm |
| License | See License tab |
| Website | http://engineersoft.net |
| Versions | 15.0 14.0 13.0 12.0 |
Module Specials
- Clean Code
- Clean Form Views
- Proper User Roles
- Record Rules and Access rights
Key Features
- Does synchronization TDBM account statements:
- Imports bank statements automatically.
- Updates TDBM Bank Account‘s balance.
- Makes following types of payment from your TDBM account:
- Mongolian domestic bank transfer payment from Odoo (Warning: TDBM recommends that SWIFT transactions should be made via internet banking. So here is no international bank transfer feature).
- Batch payment by marking ‘TDBM transfer’.
- Registers TDBM payment from following parts:
- Payment form
- Invoice/Bill register payment form
- Expense register payment form
- The features are only visible to “Accounting & Finance / Advisor with TDBM payment options” user group.
Prerequisites
- Your Odoo network must have a secure connection to a TDBM corporate gateway according to TDBM guide.
- TDBM should provide you the user role information.
Setup
1. Go to Accounting>Configuration>Settings menu.
2. Go to Accounting>Configuration>TDBM>TDBM Users menu.
Register user role information provided by the TDBM. A company can have many user rights of 2 types (login or transaction). For example, one is to see only of certain account's statements and the other one is for making bank transactions.
3. Go to Contacts>Configuration>Bank Accounts menu.
4. Once the setup is complete, you can get the bank parameter information.
Usage
Updating bank accounts
Accounting Dashboard view
TDBM Payment registration form
Payment can be made directly or in a batch by TDBM.
Warning: Once the payment is made by TDBM, there is no way to cancel this payment. If you have done wrong transaction, you should contact to your TDBM respondent.
TDBM Batch payment
To create batch payment select all payments marked by TDBM Transfer as shown in following image. Then click “Create Batch Payment” from Action menu.
Bank statement view
Customized according to Mongolian bank‘s design.
Get In Touch
You will get 60 Days free support in case any bugs or issue.
Contact this module maintainer for any question, need support or request for the new feature :
* Oyunsuren Chultem oyunsuren.chultem,
oyunsuren@engineersoft.net
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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