From 2ab45df2f7217044ccb31f4401d9949e433a296a Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Mon, 8 Jul 2019 14:44:52 +0000 Subject: [PATCH] [UPD] README.rst --- account_banking_reconciliation/README.rst | 55 +++++++++++++--- .../static/description/index.html | 62 +++++++++++++++---- 2 files changed, 96 insertions(+), 21 deletions(-) diff --git a/account_banking_reconciliation/README.rst b/account_banking_reconciliation/README.rst index 405e35c5..f15fa817 100644 --- a/account_banking_reconciliation/README.rst +++ b/account_banking_reconciliation/README.rst @@ -7,23 +7,20 @@ Bank Account Reconciliation !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png - :target: https://odoo-community.org/page/development-status - :alt: Beta -.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png +.. |badge1| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :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 -.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png +.. |badge3| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :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| +|badge1| |badge2| |badge3| |badge4| 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 * Bhavesh Odedra * Sandeep Mangukiya -* Serpent Consulting Services Pvt. Ltd. +* Murtuza Saleh + +Other credits +~~~~~~~~~~~~~ + +* Nova Point Group +* Open Source Integrators +* Serpent Consulting Services Pvt. Ltd. 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 `__: + +|maintainer-max3903| + This module is part of the `OCA/account-reconcile `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_banking_reconciliation/static/description/index.html b/account_banking_reconciliation/static/description/index.html index fb8b7013..c2509ebf 100644 --- a/account_banking_reconciliation/static/description/index.html +++ b/account_banking_reconciliation/static/description/index.html @@ -367,7 +367,7 @@ ul.auto-toc { !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Beta License: AGPL-3 OCA/account-reconcile Translate me on Weblate Try me on Runbot

+

License: AGPL-3 OCA/account-reconcile Translate me on Weblate Try me on Runbot

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

Table of contents

+
+

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

+

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 @@ -530,31 +558,41 @@ If you spotted it first, help us smashing it by providing a detailed and welcome

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

-

Credits

+

Credits

-

Authors

+

Authors

  • NovaPoint Group LLC
  • Open Source Integrators
-

Contributors

+

Contributors

+
+
+

Other credits

+
-

Maintainers

+

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:

+

max3903

This module is part of the OCA/account-reconcile project on GitHub.

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