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1017ce3b4c
Update README Code cleanup: remove @api.one, better error messages, remove call to MOD_NAME which was not defined any more Use account.menu_config_multi_currency as parent menu
123 lines
4.1 KiB
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123 lines
4.1 KiB
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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====================
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Currency Rate Update
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====================
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Download exchange rates automatically from the Internet.
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The module is able to use the following sources:
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1. Admin.ch
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Updated daily, source in CHF.
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2. European Central Bank (ported by Grzegorz Grzelak - OpenGLOBE.pl)
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The reference rates are based on the regular daily query
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procedure between central banks within and outside the European
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System of Central Banks, which normally takes place at 2.15 p.m.
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(14:15) ECB time. Source in EUR.
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http://www.ecb.europa.eu/stats/exchange/eurofxref/html/index.en.html
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3. Yahoo Finance
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Updated daily
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4. Polish National Bank (Narodowy Bank Polski) (by Grzegorz Grzelak - OpenGLOBE.pl)
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Takes official rates from www.nbp.pl. Adds rate table symbol in log.
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You should check when rates should apply to bookkeeping.
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If next day you should change the update hour in schedule settings
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because in Odoo they apply from date of update (date - no hours).
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5. Banxico for USD & MXN (created by Agustín Cruz)
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Updated daily
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6. Bank of Canada
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(WARNING: Currently not working)
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7. National Bank of Romania (Banca Nationala a Romaniei)
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Configuration
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=============
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To configure the module, go to *Accounting > Configuration > Multi-currencies > Rate Auto-download* and create one or several services to download rates from the Internet.
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Then, go to the page *Accounting > Configuration > Settings* and, in the section *Multi Currencies*, make sure that the option *Automatic Currency Rates Download* is enabled.
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In developper mode, in the menu *Settings > Technical > Scheduled Actions*, make sure that the action *Currency Rate Update* is active. If you want to run it immediately, use the button *Run Manually*.
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Usage
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=====
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The module supports multi-company currency in two ways:
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* when currencies are shared, you can set currency update only on one
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company
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* when currencies are separated, you can set currency on every company
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separately
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A function field lets you know your currency configuration.
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If in multi-company mode, the base currency will be the first company's
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currency found in database.
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Know issues / Roadmap
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=====================
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To fix:
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* Bank of Canada
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Roadmap:
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* Google Finance.
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* Updated daily from Citibank N.A., source in EUR. Information may be delayed.
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This is parsed from an HTML page, so it may be broken at anytime.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* Nicolas Bessi <nicolas.bessi@camptocamp.com>
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* Jean-Baptiste Aubort <jean-baptiste.aubort@camptocamp.com>
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* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
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* Grzegorz Grzelak <grzegorz.grzelak@openglobe.pl> (ECB, NBP)
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* Vincent Renaville <vincent.renaville@camptocamp.com>
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* Yannick Vaucher <yannick.vaucher@camptocamp.com>
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com> (Port to V7)
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* Agustin Cruz <openpyme.mx> (BdM)
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* Jacque-Etienne Baudoux <je@bcim.be>
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* Juan Jose Scarafia <jjscarafia@paintballrosario.com.ar>
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* Mathieu Benoi <mathben963@gmail.com>
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* Fekete Mihai <feketemihai@gmail.com> (Port to V8)
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* Dorin Hongu <dhongu@gmail.com> (BNR)
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* Paul McDermott
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* Alexis de Lattre <alexis@via.ecp.fr>
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* Miku Laitinen
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* Assem Bayahi
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* Daniel Dico <ddico@oerp.ca> (BOC)
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* Dmytro Katyukha <firemage.dima@gmail.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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