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  1. ======================
  2. Online Bank Statements
  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_online
  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_online
  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 provides base for building online bank statements providers.
  25. For support please contact `CorporateHub <mailto:support@corphub.eu>`__.
  26. **Table of contents**
  27. .. contents::
  28. :local:
  29. Configuration
  30. =============
  31. To configure online bank statements provider:
  32. #. Go to *Invoicing > Configuration > Bank Accounts*
  33. #. Open bank account to configure and edit it
  34. #. Set *Bank Feeds* to *Online*
  35. #. Select online bank statements provider in *Online Bank Statements (OCA)*
  36. section
  37. #. Save the bank account
  38. #. Click on provider and configure provider-specific settings.
  39. or, alternatively:
  40. #. Go to *Invoicing > Overview*
  41. #. Open settings of the corresponding journal account
  42. #. Switch to *Bank Account* tab
  43. #. Set *Bank Feeds* to *Online*
  44. #. Select online bank statements provider in *Online Bank Statements (OCA)*
  45. section
  46. #. Save the bank account
  47. #. Click on provider and configure provider-specific settings.
  48. **NOTE**: To access these features, user needs to belong to
  49. *Show Full Accounting Features* group.
  50. Usage
  51. =====
  52. To pull historical bank statements:
  53. #. Go to *Invoicing > Configuration > Bank Accounts*
  54. #. Select specific bank accounts
  55. #. Launch *Actions > Online Bank Statements Pull Wizard*
  56. #. Configure date interval and click *Pull*
  57. **NOTE**: To access these features, user needs to belong to
  58. *Show Full Accounting Features* group.
  59. Bug Tracker
  60. ===========
  61. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  62. In case of trouble, please check there if your issue has already been reported.
  63. If you spotted it first, help us smashing it by providing a detailed and welcomed
  64. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_online%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  65. Do not contact contributors directly about support or help with technical issues.
  66. Credits
  67. =======
  68. Authors
  69. ~~~~~~~
  70. * CorporateHub
  71. Contributors
  72. ~~~~~~~~~~~~
  73. * Alexey Pelykh <alexey.pelykh@corphub.eu> (`CorporateHub <https://corporatehub.eu/>`__)
  74. Maintainers
  75. ~~~~~~~~~~~
  76. This module is maintained by the OCA.
  77. .. image:: https://odoo-community.org/logo.png
  78. :alt: Odoo Community Association
  79. :target: https://odoo-community.org
  80. OCA, or the Odoo Community Association, is a nonprofit organization whose
  81. mission is to support the collaborative development of Odoo features and
  82. promote its widespread use.
  83. .. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
  84. :target: https://github.com/alexey-pelykh
  85. :alt: alexey-pelykh
  86. Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
  87. |maintainer-alexey-pelykh|
  88. This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online>`_ project on GitHub.
  89. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.