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accountingreconciliationbank_statement
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Rick Applegate

Odoo.sh v18

I need help creating a new user group which should inherit all of the rights from the Invoicing and Banks group, and also allow users in this group to see and use the existing reconciliation models (buttons) on the bank reconciliation screen. 

I have successfully created a new user group with the inherited access rights, and assigned users to that group, however, I can't seem to find the correct access rights and/or views that will allow these users to use the reconciliation models on the bank reconciliation screen.  

Can someone tell me what access rights and/or views I need to add to this user group?  Thanks.


**Edited to add screenshot of reconciliation buttons visible for users with "bookkeeping" role but not visible for users with "invoicing and banks" role.  I want these visible and usable for users with the new group I created.


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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

In Odoo 18, the visibility of those reconciliation buttons (“Fuel”, “Food”, “Create Bill”, etc.) is controlled by:


    Model Access Rights

    Record Rules

    View Inheritance / Button Visibility


- Access Right:

Go to Settings → Technical → Security → Access Rights

Search for account.reconcile.model.


Duplicate the access given to account.group_account_user (Bookkeeper/Accountant) and assign it to your new group.

- Record Rule

Go to Settings → Technical → Security → Record Rules.


Search for rules on account.reconcile.model.


Make sure your new group has a rule allowing it to read the records (domain is usually []).


(Optional) If the buttons still don’t appear:

- View Inheritance / Button Visibility

Go to Settings → Technical → User Interface → Views.


Search for reconciliation views (account.reconciliation.widget or account.bank.statement.line).


Check if the buttons are restricted with groups="...".


Add your new group to the list.


Hope it helps.

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Rick Applegate
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Thank you for those suggestions.

I tried each of those steps and still the user does not see or have the option to use those buttons. I also noticed that user does not have access to the "Manual Operations" tab in the bank statement reconcile window, and therefore can't even manually reconcile a bank statement line.

Any other suggestions? Or will I need to contact our partner for some development work?

Thanks,

Rick

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