Hello Rick,

  To ensure your new user group has access to the reconciliation models on the bank reconciliation screen, follow these steps:

  1. Go to Settings > Users & Companies > Groups. Edit your newly created group.

  2. Under the "Inherited" tab, make sure the group inherits from 'Accounting & Finance' to include all necessary permissions.

  3. For reconciliation models specifically, you need to add technical rights which might not be directly visible. Go to Settings > Technical > Security > Record Rules and search for rules related to 'account.reconcile.model'. Ensure your group has read, write, create, and delete permissions on these models.

  4. If the above steps don't resolve the issue, it's possible that the visibility of the reconciliation buttons is controlled by a specific module or code in your Odoo.sh instance. In such cases, reviewing the module's code or consulting with a developer might be necessary.

For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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.