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[FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon
12.0
[FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon
12.0
Pedro M. Baeza
4 years ago
8 changed files with 536 additions and 8 deletions
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29account_bank_statement_import_online_ponto/README.rst
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3account_bank_statement_import_online_ponto/models/online_bank_statement_provider_ponto.py
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27account_bank_statement_import_online_ponto/readme/CONFIGURE.rst
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4account_bank_statement_import_online_ponto/readme/CONTRIBUTORS.rst
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1account_bank_statement_import_online_ponto/readme/DESCRIPTION.rst
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10account_bank_statement_import_online_ponto/readme/USAGE.rst
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BINaccount_bank_statement_import_online_ponto/static/description/icon.png
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468account_bank_statement_import_online_ponto/static/description/index.html
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To configure online bank statements provider: |
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|
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#. Go to *Invoicing > Configuration > Bank Accounts* |
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#. Open bank account to configure and edit it |
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#. Set *Bank Feeds* to *Online* |
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#. Select *MyPonto.com* as online bank statements provider in |
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*Online Bank Statements (OCA)* section |
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#. Save the bank account |
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#. Click on provider and configure provider-specific settings. |
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|
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or, alternatively: |
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|
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#. Go to *Invoicing > Overview* |
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#. Open settings of the corresponding journal account |
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#. Switch to *Bank Account* tab |
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#. Set *Bank Feeds* to *Online* |
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#. Select *MyPonto.com* as online bank statements provider in |
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*Online Bank Statements (OCA)* section |
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#. Save the bank account |
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#. Click on provider and configure provider-specific settings. |
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|
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To obtain *Login* and *Key*: |
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|
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#. Open `MyPonto.com <https://myponto.com/>`_. |
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|
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Check also ``account_bank_statement_import_online`` configuration instructions |
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for more information. |
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* Florent de Labarre |
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* `Tecnativa <https://www.tecnativa.com>`__: |
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|
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* Pedro M. Baeza |
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@ -0,0 +1 @@ |
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This module provides online bank statements from MyPonto.com. |
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@ -0,0 +1,10 @@ |
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To pull historical bank statements: |
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|
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#. Go to *Invoicing > Configuration > Bank Accounts* |
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#. Select specific bank accounts |
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#. Launch *Actions > Online Bank Statements Pull Wizard* |
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#. Configure date interval and click *Pull* |
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|
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If historical data is not needed, then just simply wait for the scheduled |
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activity "Pull Online Bank Statements" to be executed for getting new |
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transactions. |
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</head> |
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<body> |
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<div class="document" id="online-bank-statements-myponto-com"> |
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<h1 class="title">Online Bank Statements: MyPonto.com</h1> |
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|
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_ponto"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_online_ponto"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>This module provides online bank statements from MyPonto.com.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
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<p>To configure online bank statements provider:</p> |
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<ol class="arabic simple"> |
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<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li> |
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<li>Open bank account to configure and edit it</li> |
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<li>Set <em>Bank Feeds</em> to <em>Online</em></li> |
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<li>Select <em>MyPonto.com</em> as online bank statements provider in |
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<em>Online Bank Statements (OCA)</em> section</li> |
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<li>Save the bank account</li> |
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<li>Click on provider and configure provider-specific settings.</li> |
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</ol> |
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<p>or, alternatively:</p> |
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<ol class="arabic simple"> |
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<li>Go to <em>Invoicing > Overview</em></li> |
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<li>Open settings of the corresponding journal account</li> |
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<li>Switch to <em>Bank Account</em> tab</li> |
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<li>Set <em>Bank Feeds</em> to <em>Online</em></li> |
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<li>Select <em>MyPonto.com</em> as online bank statements provider in |
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<em>Online Bank Statements (OCA)</em> section</li> |
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<li>Save the bank account</li> |
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<li>Click on provider and configure provider-specific settings.</li> |
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</ol> |
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<p>To obtain <em>Login</em> and <em>Key</em>:</p> |
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<ol class="arabic simple"> |
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<li>Open <a class="reference external" href="https://myponto.com/">MyPonto.com</a>.</li> |
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</ol> |
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<p>Check also <tt class="docutils literal">account_bank_statement_import_online</tt> configuration instructions |
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for more information.</p> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
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<p>To pull historical bank statements:</p> |
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<ol class="arabic simple"> |
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<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li> |
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<li>Select specific bank accounts</li> |
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<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li> |
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<li>Configure date interval and click <em>Pull</em></li> |
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</ol> |
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<p>If historical data is not needed, then just simply wait for the scheduled |
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activity “Pull Online Bank Statements” to be executed for getting new |
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transactions.</p> |
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</div> |
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<div class="section" id="bug-tracker"> |
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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<a class="reference external" href="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**">feedback</a>.</p> |
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<p>Do not contact contributors directly about support or help with technical issues.</p> |
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</div> |
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<div class="section" id="credits"> |
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<h1><a class="toc-backref" href="#id4">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id5">Authors</a></h2> |
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<ul class="simple"> |
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<li>Florent de Labarre</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2> |
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<ul class="simple"> |
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<li>Florent de Labarre</li> |
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> |
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<li>Pedro M. Baeza</li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="maintainers"> |
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<h2><a class="toc-backref" href="#id7">Maintainers</a></h2> |
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<p>This module is maintained by the OCA.</p> |
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use.</p> |
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_ponto">OCA/bank-statement-import</a> project on GitHub.</p> |
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
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</div> |
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</div> |
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</div> |
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</body> |
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</html> |
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