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bank-statement-import/account_bank_statement_impo...
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Merge PR #493 into 12.0 		2 years ago
..
data [IMP] *_online_ponto: Transactions are read backwards from Ponto. 2 years ago
i18n Translated using Weblate (French) 4 years ago
models [FIX] *_online_ponto: Correct retrieval of sync_id 2 years ago
readme [FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon 4 years ago
security [FIX] *_online_ponto: add security 2 years ago
static/description [FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon 4 years ago
tests [IMP] *_online_ponto: increase test coverage. 2 years ago
views [IMP] *_online_ponto: Add UI to show ponto buffers 2 years ago
README.rst [FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon 4 years ago
__init__.py [ADD] account_bank_statement_import_online_ponto 4 years ago
__manifest__.py [IMP] *_online_ponto: Add UI to show ponto buffers 2 years ago

README.rst 

===================================
Online Bank Statements: MyPonto.com
===================================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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 <https://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 <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_online_ponto%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
~~~~~~~

* Florent de Labarre

Contributors
~~~~~~~~~~~~

* Florent de Labarre
* `Tecnativa <https://www.tecnativa.com>`__:

  * 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 <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_ponto>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.