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[UPD] README.rst
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OCA-git-bot
@@ -36,25 +36,29 @@ statements.
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Configuration
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=============
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* Create or go to a bank journal where you want to import the txt statement.
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* Edit that journal and set a Txt map in **Statement Import Map** section in **Advanced
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Settings** tab.
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To create TXT/CSV/XLSX statement sheet columns mapping:
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* Now you can import Text based statements in that journal.
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Note: if existent Txt Map does not fit to your file to import, you can
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create another map in **Invoicing > Configuration > Accounting >
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Statement Import Map**.
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You can import headers from any Txt file in **Action > Create Map
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Lines** and set every line with which field of statement have to match.
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#. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings*
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#. Create mapping(s) according to your online banking software statement format
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Usage
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=====
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To use this module, you need to:
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#. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format.
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#. Get statement in TXT/CSV or XLSX from your online banking software
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#. Go to Odoo and and import the statement file, selecting corresponding format
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Changelog
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=========
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12.0.2.0.0
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~~~~~~~~~~
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* [BREAKING] New mapping, please review mappings after upgrade.
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* [BREAKING] Different bank accounts have to be used per each currency.
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* [ADD] Support for both Statement and Activity reports.
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* [ADD] Separate fee and currency exchange parsing.
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Bug Tracker
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===========
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@@ -72,7 +76,8 @@ Credits
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Authors
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~~~~~~~
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* Eficent
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* ForgeFlow
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* Brainbean Apps
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Contributors
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~~~~~~~~~~~~
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@@ -84,6 +89,7 @@ Contributors
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* Victor M.M. Torres <victor.martin@tecnativa.com>
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* Eficent (https://www.eficent.com)
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* Jordi Ballester Alomar <jordi.ballester@eficent.com>
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* Alexey Pelykh <alexey.pelykh@brainbeanapps.com>
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Maintainers
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~~~~~~~~~~~
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@@ -373,40 +373,51 @@ statements.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
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<li><a class="reference internal" href="#changelog" id="id4">Changelog</a><ul>
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<li><a class="reference internal" href="#id1" id="id5">12.0.2.0.0</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id7">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id8">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id9">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id10">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<ul class="simple">
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<li>Create or go to a bank journal where you want to import the txt statement.</li>
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<li>Edit that journal and set a Txt map in <strong>Statement Import Map</strong> section in <strong>Advanced
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Settings</strong> tab.</li>
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<li>Now you can import Text based statements in that journal.</li>
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</ul>
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<p>Note: if existent Txt Map does not fit to your file to import, you can
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create another map in <strong>Invoicing > Configuration > Accounting >
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Statement Import Map</strong>.</p>
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<p>You can import headers from any Txt file in <strong>Action > Create Map
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Lines</strong> and set every line with which field of statement have to match.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
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<p>To create TXT/CSV/XLSX statement sheet columns mapping:</p>
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<ol class="arabic simple">
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<li>Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format.</li>
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<li>Open <em>Invoicing > Configuration > Accounting > Statement Sheet Mappings</em></li>
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<li>Create mapping(s) according to your online banking software statement format</li>
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</ol>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id3">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Get statement in TXT/CSV or XLSX from your online banking software</li>
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<li>Go to Odoo and and import the statement file, selecting corresponding format</li>
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</ol>
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</div>
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<div class="section" id="changelog">
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<h1><a class="toc-backref" href="#id4">Changelog</a></h1>
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<div class="section" id="id1">
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<h2><a class="toc-backref" href="#id5">12.0.2.0.0</a></h2>
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<ul class="simple">
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<li>[BREAKING] New mapping, please review mappings after upgrade.</li>
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<li>[BREAKING] Different bank accounts have to be used per each currency.</li>
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<li>[ADD] Support for both Statement and Activity reports.</li>
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<li>[ADD] Separate fee and currency exchange parsing.</li>
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</ul>
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</div>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<h1><a class="toc-backref" href="#id6">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
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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
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@@ -414,15 +425,16 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id4">Credits</a></h1>
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<h1><a class="toc-backref" href="#id7">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
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<h2><a class="toc-backref" href="#id8">Authors</a></h2>
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<ul class="simple">
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<li>Eficent</li>
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<li>ForgeFlow</li>
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<li>Brainbean Apps</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
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<h2><a class="toc-backref" href="#id9">Contributors</a></h2>
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<ul class="simple">
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<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>></li>
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<li>Sebastien BEAU <<a class="reference external" href="mailto:sebastien.beau@akretion.com">sebastien.beau@akretion.com</a>></li>
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@@ -431,10 +443,11 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
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* Victor M.M. Torres <<a class="reference external" href="mailto:victor.martin@tecnativa.com">victor.martin@tecnativa.com</a>></li>
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<li>Eficent (<a class="reference external" href="https://www.eficent.com">https://www.eficent.com</a>)
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* Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
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<li>Alexey Pelykh <<a class="reference external" href="mailto:alexey.pelykh@brainbeanapps.com">alexey.pelykh@brainbeanapps.com</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
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<h2><a class="toc-backref" href="#id10">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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