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data [UPD] Brainbean Apps => CorporateHub 4 years ago
i18n Translated using Weblate (Dutch) 4 years ago
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README.rst [UPD] README.rst 4 years ago
__init__.py [ADD] account_bank_statement_import_online: online bank statements 5 years ago
__manifest__.py [REBRAND] account_bank_statement_import_online 4 years ago

README.rst

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

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:target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online
:alt: OCA/bank-statement-import
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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
~~~~~~~

* 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.