Bank Data
Configuring your bank data correctly ensures smooth bank statement imports and accurate reconciliation.
Add a bank account
Go to Configuration → Add a Bank Account. A list of Malaysian and international banks appears. Search for your bank or select it from the list. Click Connect to proceed. Odoo uses a third-party provider to synchronise transactions for supported banks.
Create a bank manually
If your bank is not in the list, click Create it at the bottom of the bank selection window. Enter the Account Number, Bank Name, and Bank Identifier Code (BIC/SWIFT). Click Create. The bank is added and a corresponding journal is created automatically.
Online synchronisation
Odoo Enterprise can automatically pull bank transactions via a third-party connector. Go to Configuration → Online Synchronisation to see available providers and connected accounts. First-time setup requires providing your phone number for two-factor security. Once connected, transactions are pulled on a schedule and appear in the bank statement view.