Skip to content

Latest commit

 

History

History
131 lines (94 loc) · 4.44 KB

README.rst

File metadata and controls

131 lines (94 loc) · 4.44 KB
Raw

Online Bank Statements

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

This module provides base for building online bank statements providers.

Table of contents

Configuration

To configure online bank statements provider:

  1. Go to Invoicing > Configuration > Bank Accounts
  2. Open bank account to configure and edit it
  3. Set Bank Feeds to Online
  4. Select online bank statements provider in Online Bank Statements (OCA) section
  5. Save the bank account
  6. Click on provider and configure provider-specific settings.

or, alternatively:

  1. Go to Invoicing > Overview
  2. Open settings of the corresponding journal account
  3. Switch to Bank Account tab
  4. Set Bank Feeds to Online
  5. Select online bank statements provider in Online Bank Statements (OCA) section
  6. Save the bank account
  7. Click on provider and configure provider-specific settings.

If you want to allow empty bank statements to be created every time the information is pulled, you can check the option "Allow empty statements" at the provider configuration level.

NOTE: To access these features, user needs to belong to Show Full Accounting Features group.

Usage

To pull historical bank statements:

  1. Go to Invoicing > Configuration > Bank Accounts
  2. Select specific bank accounts
  3. Launch Actions > Online Bank Statements Pull Wizard
  4. 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. 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • CorporateHub

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

alexey-pelykh

This module is part of the OCA/bank-statement-import project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.