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======================
Online Bank Statements
======================
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:alt: Beta
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:target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online
:alt: OCA/bank-statement-import
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This module provides base for building online bank statements providers.
For support please contact `CorporateHub <mailto:support@corphub.eu>`__.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
or, alternatively:
#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.
Usage
=====
To pull historical bank statements:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*
**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* CorporateHub
Contributors
~~~~~~~~~~~~
* Alexey Pelykh <alexey.pelykh@corphub.eu> (`CorporateHub <https://corporatehub.eu/>`__)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
:target: https://github.com/alexey-pelykh
:alt: alexey-pelykh
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexey-pelykh|
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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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