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  1. ================================
  2. Bank statement import move lines
  3. ================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
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  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Production/Stable
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  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_move_line
  16. :alt: OCA/bank-statement-import
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  19. :alt: Translate me on Weblate
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  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module adds a button to bank statement form view to open a wizard to allow
  25. filtering, selecting and importing lines form journal items into the bank
  26. statement.
  27. **Table of contents**
  28. .. contents::
  29. :local:
  30. Configuration
  31. =============
  32. To configure this module, you need to:
  33. #. Go to *Settings > Users & Companies > Users*.
  34. #. Open the user that needs to use this feature.
  35. #. Mark the check *Show Full Accounting Features*.
  36. Usage
  37. =====
  38. #. Go to Invoicing > Dashboard.
  39. #. Create a new bank statement from a bank journal.
  40. #. Click button "Import Journal Items".
  41. #. Select filtering options.
  42. #. Click on button "Add All Move Lines" to auto-select the move lines matching
  43. the selected criteria or click on Add an item to manually select the move
  44. lines filtered by the criteria.
  45. #. Click on button "Create Statement Lines".
  46. Bug Tracker
  47. ===========
  48. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  49. In case of trouble, please check there if your issue has already been reported.
  50. If you spotted it first, help us smashing it by providing a detailed and welcomed
  51. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_move_line%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  52. Do not contact contributors directly about support or help with technical issues.
  53. Credits
  54. =======
  55. Authors
  56. ~~~~~~~
  57. * Tecnativa
  58. Contributors
  59. ~~~~~~~~~~~~
  60. * `Tecnativa <https://www.tecnativa.com>`_:
  61. * Luis M. Ontalba
  62. * Victor M.M. Torres
  63. Maintainers
  64. ~~~~~~~~~~~
  65. This module is maintained by the OCA.
  66. .. image:: https://odoo-community.org/logo.png
  67. :alt: Odoo Community Association
  68. :target: https://odoo-community.org
  69. OCA, or the Odoo Community Association, is a nonprofit organization whose
  70. mission is to support the collaborative development of Odoo features and
  71. promote its widespread use.
  72. .. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
  73. :target: https://github.com/pedrobaeza
  74. :alt: pedrobaeza
  75. Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
  76. |maintainer-pedrobaeza|
  77. This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_move_line>`_ project on GitHub.
  78. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.