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  1. ===================================
  2. Online Bank Statements: MyPonto.com
  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_ponto
  16. :alt: OCA/bank-statement-import
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  19. :alt: Translate me on Weblate
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  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module provides online bank statements from MyPonto.com.
  25. **Table of contents**
  26. .. contents::
  27. :local:
  28. Configuration
  29. =============
  30. To configure online bank statements provider:
  31. #. Go to *Invoicing > Configuration > Bank Accounts*
  32. #. Open bank account to configure and edit it
  33. #. Set *Bank Feeds* to *Online*
  34. #. Select *MyPonto.com* as online bank statements provider in
  35. *Online Bank Statements (OCA)* section
  36. #. Save the bank account
  37. #. Click on provider and configure provider-specific settings.
  38. or, alternatively:
  39. #. Go to *Invoicing > Overview*
  40. #. Open settings of the corresponding journal account
  41. #. Switch to *Bank Account* tab
  42. #. Set *Bank Feeds* to *Online*
  43. #. Select *MyPonto.com* as online bank statements provider in
  44. *Online Bank Statements (OCA)* section
  45. #. Save the bank account
  46. #. Click on provider and configure provider-specific settings.
  47. To obtain *Login* and *Key*:
  48. #. Open `MyPonto.com <https://myponto.com/>`_.
  49. Check also ``account_bank_statement_import_online`` configuration instructions
  50. for more information.
  51. Usage
  52. =====
  53. To pull historical bank statements:
  54. #. Go to *Invoicing > Configuration > Bank Accounts*
  55. #. Select specific bank accounts
  56. #. Launch *Actions > Online Bank Statements Pull Wizard*
  57. #. Configure date interval and click *Pull*
  58. If historical data is not needed, then just simply wait for the scheduled
  59. activity "Pull Online Bank Statements" to be executed for getting new
  60. transactions.
  61. Bug Tracker
  62. ===========
  63. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  64. In case of trouble, please check there if your issue has already been reported.
  65. If you spotted it first, help us smashing it by providing a detailed and welcomed
  66. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_online_ponto%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  67. Do not contact contributors directly about support or help with technical issues.
  68. Credits
  69. =======
  70. Authors
  71. ~~~~~~~
  72. * Florent de Labarre
  73. * Therp BV
  74. Contributors
  75. ~~~~~~~~~~~~
  76. * Florent de Labarre
  77. * `Tecnativa <https://www.tecnativa.com>`__:
  78. * Pedro M. Baeza
  79. Maintainers
  80. ~~~~~~~~~~~
  81. This module is maintained by the OCA.
  82. .. image:: https://odoo-community.org/logo.png
  83. :alt: Odoo Community Association
  84. :target: https://odoo-community.org
  85. OCA, or the Odoo Community Association, is a nonprofit organization whose
  86. mission is to support the collaborative development of Odoo features and
  87. promote its widespread use.
  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_ponto>`_ project on GitHub.
  89. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.