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3.8 KiB
3.8 KiB
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Bank statement import move lines
================================
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This module adds a button to bank statement form view to open a wizard to allow
filtering, selecting and importing lines form journal items into the bank
statement.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. Go to *Settings > Users & Companies > Users*.
#. Open the user that needs to use this feature.
#. Mark the check *Show Full Accounting Features*.
Usage
=====
#. Go to Invoicing > Dashboard.
#. Create a new bank statement from a bank journal.
#. Click button "Import Journal Items".
#. Select filtering options.
#. Click on button "Add All Move Lines" to auto-select the move lines matching
the selected criteria or click on Add an item to manually select the move
lines filtered by the criteria.
#. Click on button "Create Statement Lines".
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_move_line%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
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_:
* Luis M. Ontalba
* Victor M.M. Torres
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
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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.
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-pedrobaeza|
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_move_line>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.