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account_banking_reconciliation/README.rst
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@@ -7,23 +7,20 @@ Bank Account Reconciliation
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
.. |badge2| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
:target: https://github.com/OCA/account-reconcile/tree/11.0/account_banking_reconciliation
:alt: OCA/account-reconcile
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:target: https://translation.odoo-community.org/projects/account-reconcile-11-0/account-reconcile-11-0-account_banking_reconciliation
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
.. |badge4| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/98/11.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
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This module is designed to provide an easy method in which Odoo accounting users
can manually reconcile/validate their financial transactions from their financial
@@ -160,6 +157,31 @@ common in Europe due to the electronic nature of transactions).
.. contents::
:local:
Configuration
=============
To configure this module
* Go to Settings and activate the developer mode
* Go to Settings > Users and Companies > Users
* Add users who will prepare the bank statements to the "Bank Statement Preparer"
* Add users who will verify them to the "Bank Statement Manager" group
Usage
=====
To use this module:
* Go to Accounting > Adviser > Bank Statements
* Create a new bank statement
* Select the account and provide a name
* Enter the ending balance from the bank statement
* Check the transactions that cleared the bank
* Check the balances
* Save and submit for review
* As a reviewer, check the transactions, totals and balances
* Click on Process
Bug Tracker
===========
@@ -186,7 +208,14 @@ Contributors
* Balaji Kannan <bkannan@opensourceintegrators.com>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Sandeep Mangukiya <smangukiya@opensourceintegrators.com>
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
* Murtuza Saleh <murtuza.saleh@serpentcs.com>
Other credits
~~~~~~~~~~~~~
* Nova Point Group <https://www.novapointgroup.com>
* Open Source Integrators <https://www.opensourceintegrators.com>
* Serpent Consulting Services Pvt. Ltd. <https://www.serpentcs.com>
Maintainers
~~~~~~~~~~~
@@ -201,6 +230,14 @@ 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.
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-max3903|
This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/11.0/account_banking_reconciliation>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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!! This file is generated by oca-gen-addon-readme !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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/account-reconcile/tree/11.0/account_banking_reconciliation"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-reconcile-11-0/account-reconcile-11-0-account_banking_reconciliation"><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/98/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p><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/account-reconcile/tree/11.0/account_banking_reconciliation"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-reconcile-11-0/account-reconcile-11-0-account_banking_reconciliation"><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/98/11.0"><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 provide an easy method in which Odoo accounting users
can manually reconcile/validate their financial transactions from their financial
institution/transaction providers (e.g. Paypal, A financial institution, google
@@ -512,17 +512,45 @@ posted into the GL</li>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
<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="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>To configure this module</p>
<ul class="simple">
<li>Go to Settings and activate the developer mode</li>
<li>Go to Settings &gt; Users and Companies &gt; Users</li>
<li>Add users who will prepare the bank statements to the “Bank Statement Preparer”</li>
<li>Add users who will verify them to the “Bank Statement Manager” group</li>
</ul>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To use this module:</p>
<ul class="simple">
<li>Go to Accounting &gt; Adviser &gt; Bank Statements</li>
<li>Create a new bank statement</li>
<li>Select the account and provide a name</li>
<li>Enter the ending balance from the bank statement</li>
<li>Check the transactions that cleared the bank</li>
<li>Check the balances</li>
<li>Save and submit for review</li>
<li>As a reviewer, check the transactions, totals and balances</li>
<li>Click on Process</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#id1">Bug Tracker</a></h2>
<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/account-reconcile/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
@@ -530,31 +558,41 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#id2">Credits</a></h2>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#id3">Authors</a></h3>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>NovaPoint Group LLC</li>
<li>Open Source Integrators</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#id4">Contributors</a></h3>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li>Nova Point Group &lt;<a class="reference external" href="mailto:info&#64;novapointgroup.com">info&#64;novapointgroup.com</a>&gt;</li>
<li>Balaji Kannan &lt;<a class="reference external" href="mailto:bkannan&#64;opensourceintegrators.com">bkannan&#64;opensourceintegrators.com</a>&gt;</li>
<li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li>
<li>Sandeep Mangukiya &lt;<a class="reference external" href="mailto:smangukiya&#64;opensourceintegrators.com">smangukiya&#64;opensourceintegrators.com</a>&gt;</li>
<li>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="mailto:support&#64;serpentcs.com">support&#64;serpentcs.com</a>&gt;</li>
<li>Murtuza Saleh &lt;<a class="reference external" href="mailto:murtuza.saleh&#64;serpentcs.com">murtuza.saleh&#64;serpentcs.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="other-credits">
<h3><a class="toc-backref" href="#id7">Other credits</a></h3>
<ul class="simple">
<li>Nova Point Group &lt;<a class="reference external" href="https://www.novapointgroup.com">https://www.novapointgroup.com</a>&gt;</li>
<li>Open Source Integrators &lt;<a class="reference external" href="https://www.opensourceintegrators.com">https://www.opensourceintegrators.com</a>&gt;</li>
<li>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="https://www.serpentcs.com">https://www.serpentcs.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#id5">Maintainers</a></h3>
<h3><a class="toc-backref" href="#id8">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/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-reconcile/tree/11.0/account_banking_reconciliation">OCA/account-reconcile</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>
</div>