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  1. ======================================
  2. Account Bank Statement Import TXT XLSX
  3. ======================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
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  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
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  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
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  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
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  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. * Create or go to a bank journal where you want to import the txt statement.
  32. * Edit that journal and set a Txt map in **Statement Import Map** section in **Advanced
  33. Settings** tab.
  34. * Now you can import Text based statements in that journal.
  35. Note: if existent Txt Map does not fit to your file to import, you can
  36. create another map in **Invoicing > Configuration > Accounting >
  37. Statement Import Map**.
  38. You can import headers from any Txt file in **Action > Create Map
  39. Lines** and set every line with which field of statement have to match.
  40. Usage
  41. =====
  42. To use this module, you need to:
  43. #. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format.
  44. Bug Tracker
  45. ===========
  46. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  47. In case of trouble, please check there if your issue has already been reported.
  48. If you spotted it first, help us smashing it by providing a detailed and welcomed
  49. `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**>`_.
  50. Do not contact contributors directly about support or help with technical issues.
  51. Credits
  52. =======
  53. Authors
  54. ~~~~~~~
  55. * Eficent
  56. Contributors
  57. ~~~~~~~~~~~~
  58. * Alexis de Lattre <alexis.delattre@akretion.com>
  59. * Sebastien BEAU <sebastien.beau@akretion.com>
  60. * Tecnativa (https://www.tecnativa.com)
  61. * Vicent Cubells <vicent.cubells@tecnativa.com>
  62. * Victor M.M. Torres <victor.martin@tecnativa.com>
  63. * Eficent (https://www.eficent.com)
  64. * Jordi Ballester Alomar <jordi.ballester@eficent.com>
  65. Maintainers
  66. ~~~~~~~~~~~
  67. This module is maintained by the OCA.
  68. .. image:: https://odoo-community.org/logo.png
  69. :alt: Odoo Community Association
  70. :target: https://odoo-community.org
  71. OCA, or the Odoo Community Association, is a nonprofit organization whose
  72. mission is to support the collaborative development of Odoo features and
  73. promote its widespread use.
  74. 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.
  75. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.