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Steps to reproduce:
Import a CSV or QIF bank statement.
Current behavior:
The bank statement is imported, but the UI provides no way to name this statement as you could in V12/13/14/15 - Instead it's given the name "false".
Expected behavior:
The user should be able to rename the bank statement for easy reference.
Video/Screenshot link (optional):
Support ticket number submitted via odoo.com/help (optional): #3,225,925 - Enterprise Customer.
Logged a ticket, was told by support this is functioning as designed. Which makes zero sense from an actual user perspective.
The text was updated successfully, but these errors were encountered:
@Primary-Pineapple when you import a QIF, it uses the name of the QIF file as the statement reference (see under, tested on runbots master and 16.0).
If you open the Bank Reconciliation in list view, should be able to open the form view of the statement using the link in the Statement column
From the for view, you'll be able to change the statement reference.
That is how to get around the problem. We will be working on that UX for bank statement management in the near future to improve it, thanks for the feedback.
Impacted versions:
V16.0
Steps to reproduce:
Import a CSV or QIF bank statement.
Current behavior:
The bank statement is imported, but the UI provides no way to name this statement as you could in V12/13/14/15 - Instead it's given the name "false".
Expected behavior:
The user should be able to rename the bank statement for easy reference.
Video/Screenshot link (optional):
Support ticket number submitted via odoo.com/help (optional):
#3,225,925 - Enterprise Customer.
Logged a ticket, was told by support this is functioning as designed. Which makes zero sense from an actual user perspective.
The text was updated successfully, but these errors were encountered: