<h1 class="title">Donation Bank Statement</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/donation/tree/11.0/donation_bank_statement"><img alt="OCA/donation" src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/donation-11-0/donation-11-0-donation_bank_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/180/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module is designed to handle donation received by credit transfer. After the import of the bank statement, you can start a wizard that will create a donation for each unreconciled bank statement lines affected to a particular account.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure the module, you have to create a bank journal dedicated to donations via credit transfer, that will have a special transfer account as default debit/credit account.</p> <p>Then, in the menu <em>Accounting &gt; Configuration &gt; Settings</em>, in the section <em>Donations</em>, you must select this journal as the <em>Donations via Credit Transfer Journal</em>. You must also select the donation product that will be used by default on donation generated from bank statements.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use the module, you should import your bank statement as usual. During the reconciliation step, when you have a donation by credit transfer, you should set the account that you used as default debit/credit account on the journal dedicated for donations via credit transfer. When you validate the bank statement, Odoo will create draft donations linked to the related bank statement line. When these draft donations are validated, it will create the corresponding account move and reconcile it with the account move of the bank statement.</p> <p>Hint: for a faster processing of the bank statement, you can create a <em>Reconciliation Model</em> dedicated to the Donations via Credit Transfer in the menu <em>Accounting &gt; Dashboard &gt; Bank Journal &gt; More &gt; Reconciliation Models</em>. This reconciliation model must be configured with the account corresponding to the donations via credit transfer.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/donation/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 <a class="reference external" href="https://github.com/OCA/donation/issues/new?body=module:%20donation_bank_statement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Barroux Abbey</li> <li>Akretion</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Brother Bernard &lt;informatique - at - barroux.org&gt;</li> <li>Brother Irénée (Barroux Abbey)</li> <li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li> <li>Thore Baden &lt;<a class="reference external" href="mailto:thorebaden&#64;gmail.com">thorebaden&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/donation/tree/11.0/donation_bank_statement">OCA/donation</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>