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oca-travis
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| .. | ||
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| i18n | 5 years ago | |
| migrations/12.0.2.0.0 | 5 years ago | |
| models | 5 years ago | |
| readme | 5 years ago | |
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| README.rst | 5 years ago | |
| __init__.py | 5 years ago | |
| __manifest__.py | 5 years ago | |
README.rst
========================================
PayPal CSV Format Bank Statements Import
========================================
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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://paypal.com/>`__
#. Open *Reports > 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://paypal.com/>`__
#. Open *Reports > 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
* Brainbean Apps
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>
* 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.
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.