Author: |
Compassion CH, Camptocamp, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
11.0 |
Repository: |
brain-tec/l10n-switzerland |
Dependencies: |
account,
account_bank_statement_import,
account_bank_statement_import_camt_oca,
and
web |
Languages: |
JavaScript (14, 3.1%),
Python (299, 65.6%),
XML (94, 20.6%),
and
reStructuredText (49, 10.7%) |
Other branches: |
10.0,
10.0-ocabot-merge-pr-512-by-yvaucher-bump-minor,
10.0.project_GR_233,
8.0.t118006,
9.0,
9.0.0t118267,
9.0.project_DE_107,
9.0.t117341,
9.0.t117835,
9.0.t117900,
9.0.t117903,
9.0.t118033,
9.0.t118123,
9.0.t118125,
9.0.t118267,
9.0.t118273,
9.0.t118365,
and
9.0.t118942 |
Other repositories: |
BT-tpiric/l10n-switzerland,
CompassionCH/l10n-switzerland,
Darknroses/l10n-switzerland,
Glue-Software-Engineering-AG/l10n-switzerland,
Martronic-SA/l10n-switzerland,
MaxyMoos/l10n-switzerland,
Nooka10/l10n-switzerland,
OCA/l10n-switzerland,
SimoRubi/l10n-switzerland,
TDu/l10n-switzerland,
Timo17100-c2c/l10n-switzerland,
Tonow-c2c/l10n-switzerland,
UniteIT/l10n-switzerland,
WalterPepeka/l10n-switzerland,
ap-wtioit/l10n-switzerland,
apetbiz/l10n-switzerland,
bodi000/l10n-switzerland,
camptocamp/l10n-switzerland,
citronpower/l10n-switzerland,
coobyHQ/l10n-switzerland,
coopiteasy/l10n-switzerland,
damdam-s/l10n-switzerland,
daramousk/l10n-switzerland,
davidwul/l10n-switzerland,
dev00007/l10n-switzerland,
dootix-jean/l10n-switzerland,
eicher31/l10n-switzerland,
gnovotny/l10n-switzerland,
grindtildeath/l10n-switzerland,
hustlercoder/l10n-switzerland,
i-vyshnevska/l10n-switzerland,
johannbelet/l10n-switzerland,
josueBulle/l10n-switzerland,
labaggio/l10n-switzerland,
lbeopennet/l10n-switzerland,
leemannd/l10n-switzerland,
lfr-opennet/l10n-switzerland,
lideritjnma/l10n-switzerland,
linkitspa/l10n-switzerland,
lszt/l10n-switzerland,
lucienrey/l10n-switzerland,
magneticlab-ch/l10n-switzerland,
mpanarin/l10n-switzerland,
open-net-jba/l10n-switzerland,
open-net-sarl/l10n-switzerland,
p-tombez/l10n-switzerland,
pegonzalezs/l10n-switzerland,
pegonzalezspesol/l10n-switzerland,
pegonzalezsredcor/l10n-switzerland,
pscloud/l10n-switzerland,
redcor/l10n-switzerland,
royalline1/l10n-switzerland,
sebalix/l10n-switzerland,
simahawk/l10n-switzerland,
takinobori/oca-l10n-switzerland,
tschanzt/account-reconcile,
tschanzt/l10n-switzerland,
uropro/l10n-switzerland,
vernichon/l10n-switzerland,
vrenaville/l10n-switzerland,
wwwebweber/l10n-switzerland,
xeha-gmbh/l10n-switzerland,
and
yvaucher/l10n-switzerland |
<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
</a>
<a name="import-postfinance-bank-statements"></a>
<h2>Import Postfinance bank statements</h2>
<p>This module allows you to import Postfinance .tar.gz bank statements
including .xml statements and pictures of the ESR payment slips.
It currently supports the following file formats :</p>
<ul class="simple">
<li>XML format from Postfinance S.A.</li>
</ul>
<p>Warning : this module requires the python library 'xlrd'.</p>
<a name="installation"></a>
<h3>Installation</h3>
<p>To install this module, you need to add the statement import module into your
addons path, because it's based on the CAMT import module.
<a class="reference external" href="https://github.com/OCA/bank-statement-import">https://github.com/OCA/bank-statement-import</a></p>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>To configure this module, you need to ensure you have a bank account related to
your company that corresponds to imported statement.</p>
<p>If the statement is not in the same currency that company please ensure that
both journal and account have the currency (or secondary currency) properly
set to statement currency.</p>
<a name="usage"></a>
<h3>Usage</h3>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Accounting</em> dashboard.</li>
<li>Click on <em>Import statement</em> from any of the bank journals.</li>
<li>Select a .tar.gz file from Postfinance.</li>
<li>Press <em>Import</em>.</li>
</ol>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/174/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on
<a class="reference external" href="https://github.com/OCA/l10n-switzerland/issues">GitHub Issues</a>.
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.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<li>Nicolas Bessi <<a class="reference external" href="mailto:nicolas.bessi@camptocamp.com">nicolas.bessi@camptocamp.com</a>></li>
<li>Steve Ferry <<a class="reference external" href="mailto:steve.ferry1992@gmail.com">steve.ferry1992@gmail.com</a>></li>
<li>Emanuel Cino <<a class="reference external" href="mailto:ecino@compassion.ch">ecino@compassion.ch</a>></li>
<li>Emmanuel Mathier <<a class="reference external" href="mailto:emmanuel.mathier@gmail.com">emmanuel.mathier@gmail.com</a>></li>
</ul>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>This module is maintained by the OCA.</p>
<p>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.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>