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  1. ==========================================
  2. Account Bank Statement Import TXT/CSV/XLSX
  3. ==========================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
  15. :target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_txt_xlsx
  16. :alt: OCA/bank-statement-import
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_txt_xlsx
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/174/12.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module allows you to import the any TXT/CSV or XLSX file in Odoo as bank
  25. statements.
  26. **Table of contents**
  27. .. contents::
  28. :local:
  29. Configuration
  30. =============
  31. To create TXT/CSV/XLSX statement sheet columns mapping:
  32. #. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings*
  33. #. Create mapping(s) according to your online banking software statement format
  34. Usage
  35. =====
  36. To use this module, you need to:
  37. #. Get statement in TXT/CSV or XLSX from your online banking software
  38. #. Go to Odoo and and import the statement file, selecting corresponding format
  39. Changelog
  40. =========
  41. 12.0.2.0.0
  42. ~~~~~~~~~~
  43. * [BREAKING] New mapping, please review mappings after upgrade.
  44. * [BREAKING] Different bank accounts have to be used per each currency.
  45. * [ADD] Support for both Statement and Activity reports.
  46. * [ADD] Separate fee and currency exchange parsing.
  47. Bug Tracker
  48. ===========
  49. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  50. In case of trouble, please check there if your issue has already been reported.
  51. If you spotted it first, help us smashing it by providing a detailed and welcomed
  52. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_txt_xlsx%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  53. Do not contact contributors directly about support or help with technical issues.
  54. Credits
  55. =======
  56. Authors
  57. ~~~~~~~
  58. * ForgeFlow
  59. * CorporateHub
  60. Contributors
  61. ~~~~~~~~~~~~
  62. * Alexis de Lattre <alexis.delattre@akretion.com>
  63. * Sebastien BEAU <sebastien.beau@akretion.com>
  64. * Tecnativa (https://www.tecnativa.com)
  65. * Vicent Cubells <vicent.cubells@tecnativa.com>
  66. * Victor M.M. Torres <victor.martin@tecnativa.com>
  67. * Eficent (https://www.eficent.com)
  68. * Jordi Ballester Alomar <jordi.ballester@eficent.com>
  69. * `CorporateHub <https://corporatehub.eu/>`__
  70. * Alexey Pelykh <alexey.pelykh@corphub.eu>
  71. Maintainers
  72. ~~~~~~~~~~~
  73. This module is maintained by the OCA.
  74. .. image:: https://odoo-community.org/logo.png
  75. :alt: Odoo Community Association
  76. :target: https://odoo-community.org
  77. OCA, or the Odoo Community Association, is a nonprofit organization whose
  78. mission is to support the collaborative development of Odoo features and
  79. promote its widespread use.
  80. .. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
  81. :target: https://github.com/alexey-pelykh
  82. :alt: alexey-pelykh
  83. Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
  84. |maintainer-alexey-pelykh|
  85. This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_txt_xlsx>`_ project on GitHub.
  86. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.