OCA
/
bank-statement-import
5
0
Fork 0
Code Issues Pull Requests Releases Wiki Activity
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.
454 Commits
10 Branches
0 Tags
2.7 MiB
 
 
Tree: ca857369d5
Branches Tags
${ item.name }
Create tag ${ searchTerm }
Create branch ${ searchTerm }
from 'ca857369d5'
${ noResults }
bank-statement-import/account_bank_statement_impo...
OCA-git-bot ca857369d5
account_bank_statement_import_txt_xlsx 12.0.2.0.6 		2 years ago
..
data [UPD] Brainbean Apps => CorporateHub 4 years ago
i18n Update translation files 2 years ago
models [IMP] account_statement_import_online: don't import empty statements 2 years ago
readme [IMP] account_statement_import_online: don't import empty statements 2 years ago
security [UPD] Brainbean Apps => CorporateHub 4 years ago
static/description [UPD] README.rst 2 years ago
tests [IMP] account_statement_import_online: don't import empty statements 2 years ago
views [IMP] account_statement_import_online: don't import empty statements 2 years ago
wizards [UPD] Brainbean Apps => CorporateHub 4 years ago
README.rst [UPD] README.rst 2 years ago
__init__.py [ADD] account_bank_statement_import_online: online bank statements 5 years ago
__manifest__.py account_bank_statement_import_online 12.0.2.0.0 2 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.

If you want to allow empty bank statements to be created every time the
information is pulled, you can check the option "Allow empty statements"
at the provider configuration level.

**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
~~~~~~~

* CorporateHub

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

* `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.

.. |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.