CORVUS NEXUS

Remittance Matching

Import customer remittance CSVs in Odoo Accounting, review invoice and credit references, then allocate an existing receipt after approval.

Odoo 15.0 · Enterprise · Self-hosted / Odoo.sh

A clearer way to manage the work

Turn customer remittance advice into reviewed allocations while leaving unused cash visible in Accounting.

What you can do

• Import structured invoice amounts and credit-note offsets.
• Resolve exact references and explain missing or ambiguous matches.
• Apply approved allocations from an existing receipt and retain the native matches.

From setup to daily use

1. Record the real customer receipt in Accounting.
2. Import the structured advice and compare exact document references.
3. Accept or exclude every instruction with the required authority.
4. Apply the reviewed allocation and inspect the resulting native matches.

Example workflow

A customer sends 100 against an invoice with 120 outstanding but advises allocating only 80. Import an 80 invoice instruction, compare the exact reference, accept it and allocate. The app retains the native match; 20 stays open on the receipt and 40 remains due on the invoice.

Compatibility and installation

This package is for Odoo 15.0 Enterprise. Use the package matching your Odoo major version. Install on self-hosted Odoo or Odoo.sh with custom addons enabled. Odoo Online does not support these Python addons.

Required Odoo applications: account, mail.

Assign the app's user and reviewer roles deliberately, enable the correct companies and follow the included customer guide before using live records. Optional demo data is for a separate training database.

Important operating limits

Company currency, one customer and one receivable account. No bank feed, cash creation, OCR or automatic unreconciliation. Allocation role includes accounting rights.

Questions before installing?

Contact support@corvusnexus.com with your Odoo version, hosting setup and intended workflow.

The supplied proprietary LICENSE covers one production database and one dedicated test database for the same deployment. Consult it for the complete terms. Configuration instructions and detailed limits are included in doc/index.rst.

Corvus Nexus Technologies LTD