Author: |
CorporateHub, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
13.0 |
Repository: |
brain-tec/bank-statement-import |
Dependencies: |
account,
account_bank_statement_import,
base,
and
web_widget_dropdown_dynamic |
Languages: |
HTML (374, 21.6%),
Python (1062, 61.3%),
and
XML (296, 17.1%) |
Other branches: |
11.0,
11.0-ocabot-merge-pr-350-by-alexey-pelykh-bump-patch,
12.0,
12.0-ocabot-merge-pr-243-by-dreispt-bump-nobump,
12.0-ocabot-merge-pr-328-by-alexey-pelykh-bump-nobump,
12.0-ocabot-merge-pr-349-by-alexey-pelykh-bump-patch,
13.0.project_MI_465,
13.0.project_MI_465.t113973,
and
BT-rmartin_fix |
Other repositories: |
CB-Gran-Canaria/bank-statement-import,
Change2improve/bank-statement-import,
CompassionCH/bank-statement-import,
Comunitea/bank-statement-import,
Darknroses/bank-statement-import,
ERPLibre/bank-statement-import,
ForgeFlow/bank-statement-import,
Gabinete-Digital/bank-statement-import,
Georgeals/bank-statement-import,
Ingeos/bank-statement-import,
LevelPrime/bank-statement-import,
Martronic-SA/bank-statement-import,
NL66278/bank-statement-import,
NeatNerdPrime/bank-statement-import,
NextERP-Romania/bank-statement-import,
OCA-MUK/bank-statement-import,
OCA/bank-statement-import,
SDMonteiro/bank-statement-import,
SanteLibre/bank-statement-import,
Syci-Consulting/bank-statement-import,
Tecnativa/bank-statement-import,
VanMoof/bank-statement-import,
aaltinisik/bank-statement-import,
acsone/bank-statement-import,
akretion/bank-statement-import,
anhdulio/bank-statement-import,
anos4444/bank-statement-import,
aurestic/bank-statement-import,
bhaveshselarka/bank-statement-import,
brainbeanapps/bank-statement-import,
camptocamp/bank-statement-import,
coopiteasy/bank-statement-import,
diegobgl/bank-statement-import,
exosoftware/oca-bank-statement-import,
fdonadio1979/bank-statement-import,
fmdl/bank-statement-import,
grynn-in/bank-statement-import,
grzs/bank-statement-import,
hbrunn/bank-statement-import,
isserver1/bank-statement-import,
josueBulle/bank-statement-import,
lefilament/bank-statement-import,
lideritjnma/bank-statement-import,
linkitspa/bank-statement-import,
luc-demeyer/bank-statement-import,
odoogap/bank-statement-import,
onesteinbv/bank-statement-import,
qweez/bank-statement-import,
santostelmo/bank-statement-import,
sanube/bank-statement-import,
steingabelgaard/bank-statement-import,
sunflowerit/bank-statement-import,
valmarnet/bank-statement-import,
van-orsouw-consultancy/bank-statement-import,
versada/bank-statement-import,
wahello/bank-statement-import,
and
wildi1/bank-statement-import |
<h1 class="title">Online Bank Statements</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/bank-statement-import/tree/13.0/account_bank_statement_import_online"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-13-0/bank-statement-import-13-0-account_bank_statement_import_online"><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/174/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module provides base for building online bank statements providers.</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 online bank statements provider:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li>
<li>Open bank account to configure and edit it</li>
<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
section</li>
<li>Save the bank account</li>
<li>Click on provider and configure provider-specific settings.</li>
</ol>
<p>or, alternatively:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Overview</em></li>
<li>Open settings of the corresponding journal account</li>
<li>Switch to <em>Bank Account</em> tab</li>
<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
section</li>
<li>Save the bank account</li>
<li>Click on provider and configure provider-specific settings.</li>
</ol>
<p><strong>NOTE</strong>: To access these features, user needs to belong to
<em>Show Full Accounting Features</em> group.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To pull historical bank statements:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li>
<li>Select specific bank accounts</li>
<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li>
<li>Configure date interval and click <em>Pull</em></li>
</ol>
<p><strong>NOTE</strong>: To access these features, user needs to belong to
<em>Show Full Accounting Features</em> group.</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/bank-statement-import/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/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_online%0Aversion:%2013.0%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>CorporateHub</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://corporatehub.eu/">CorporateHub</a><ul>
<li>Alexey Pelykh <<a class="reference external" href="mailto:alexey.pelykh@corphub.eu">alexey.pelykh@corphub.eu</a>></li>
</ul>
</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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/alexey-pelykh"><img alt="alexey-pelykh" src="https://github.com/alexey-pelykh.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_online">OCA/bank-statement-import</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>