=================================== Online Bank Statements: MyPonto.com =================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github :target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_ponto :alt: OCA/bank-statement-import .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_online_ponto :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/174/12.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| This module provides online bank statements from MyPonto.com. **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 *MyPonto.com* as 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 *MyPonto.com* as online bank statements provider in *Online Bank Statements (OCA)* section #. Save the bank account #. Click on provider and configure provider-specific settings. To obtain *Login* and *Key*: #. Open `MyPonto.com `_. Check also ``account_bank_statement_import_online`` configuration instructions for more information. 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* If historical data is not needed, then just simply wait for the scheduled activity "Pull Online Bank Statements" to be executed for getting new transactions. Bug Tracker =========== Bugs are tracked on `GitHub 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 `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Florent de Labarre * Therp BV Contributors ~~~~~~~~~~~~ * Florent de Labarre * `Tecnativa `__: * Pedro M. Baeza 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. This module is part of the `OCA/bank-statement-import `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.