You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
 
 
OCA-git-bot 4c203de792 [ADD] icon.png 4 years ago
..
data [ADD] account_bank_statement_import_online: online bank statements 5 years ago
i18n [UPD] Update account_bank_statement_import_online.pot 5 years ago
models [FIX] account_bank_statement_import_online: correct range filtering 5 years ago
readme [ADD] account_bank_statement_import_online: online bank statements 5 years ago
security [ADD] account_bank_statement_import_online: online bank statements 5 years ago
static/description [UPD] README.rst 5 years ago
tests [FIX] account_bank_statement_import_online: correct range filtering 5 years ago
views [IMP] account_bank_statement_import_online: tz 5 years ago
wizards [FIX] account_bank_statement_import_online: correct range filtering 5 years ago
README.rst [UPD] README.rst 5 years ago
__init__.py [ADD] account_bank_statement_import_online: online bank statements 5 years ago
__manifest__.py account_bank_statement_import_online 12.0.1.5.2 5 years ago

README.rst

======================
Online Bank Statements
======================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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
: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
: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 base for building online bank statements providers.

**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 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 online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

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*

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

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%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
~~~~~~~

* Brainbean Apps
* Dataplug

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

* Alexey Pelykh <alexey.pelykh@brainbeanapps.com>

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.

.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
:target: https://github.com/alexey-pelykh
: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_online>`_ project on GitHub.

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