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.
Bosd
c0f4e3df51
|
4 years ago | |
---|---|---|
.. | ||
data | 5 years ago | |
i18n | 5 years ago | |
migrations/12.0.2.0.0 | 5 years ago | |
models | 4 years ago | |
readme | 4 years ago | |
security | 5 years ago | |
static/description | 4 years ago | |
tests | 5 years ago | |
views | 5 years ago | |
wizards | 5 years ago | |
README.rst | 4 years ago | |
__init__.py | 5 years ago | |
__manifest__.py | 4 years ago |
README.rst
========================================
PayPal CSV Format Bank Statements Import
========================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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_paypal
: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_paypal
: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 allows you to import the PayPal CSV files in Odoo as bank
statements.
**Table of contents**
.. contents::
:local:
Configuration
=============
To adjust PayPal report columns mapping:
#. Open *Invoicing > Configuration > Accounting > PayPal Report Mappings*
#. Modify mapping(s) according to your CSV reports format.
Usage
=====
To import statements from PayPal via Statement report:
#. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
#. Open *Statements* and select *Monthly* or *Custom*
#. Select date range of interest and click *Request* under *CSV* column
#. Wait for statement report to be generated
#. Download it and save to a file
#. Go to Odoo and and import saved statement file, selecting corresponding format
To import statements from PayPal via Activity report:
#. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
#. Open *Activity download*
#. Set *Transaction type* to *Balance affecting*
#. Set *Format* to *CSV*
#. Select date range of interest and click *Create report*
#. Wait for activity report to be generated
#. Download it and save to a file
#. Go to Odoo and and import saved 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_paypal%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
~~~~~~~
* Akretion
* 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>
* `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.
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_paypal>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.