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4.2 KiB
4.2 KiB
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Account Bank Statement Import TXT/CSV/XLSX
==========================================
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This module allows you to import the any TXT/CSV or XLSX file in Odoo as bank
statements.
**Table of contents**
.. contents::
:local:
Configuration
=============
To create TXT/CSV/XLSX statement sheet columns mapping:
#. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings*
#. Create mapping(s) according to your online banking software statement format
Usage
=====
To use this module, you need to:
#. Get statement in TXT/CSV or XLSX from your online banking software
#. Go to Odoo and and import the statement file, selecting corresponding format
Changelog
=========
12.0.2.0.0
~~~~~~~~~~
* [BREAKING] New mapping, please review mappings after upgrade.
* [BREAKING] Different bank accounts have to be used per each currency.
* [ADD] Support for both Statement and Activity reports.
* [ADD] Separate fee and currency exchange parsing.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/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 <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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* ForgeFlow
* CorporateHub
Contributors
~~~~~~~~~~~~
* Alexis de Lattre <alexis.delattre@akretion.com>
* Sebastien BEAU <sebastien.beau@akretion.com>
* Tecnativa (https://www.tecnativa.com)
* Vicent Cubells <vicent.cubells@tecnativa.com>
* Victor M.M. Torres <victor.martin@tecnativa.com>
* Eficent (https://www.eficent.com)
* Jordi Ballester Alomar <jordi.ballester@eficent.com>
* `CorporateHub <https://corporatehub.eu/>`__
* Alexey Pelykh <alexey.pelykh@corphub.eu>
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.
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:alt: alexey-pelykh
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexey-pelykh|
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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.