diff --git a/account_bank_statement_import_txt_xlsx/README.rst b/account_bank_statement_import_txt_xlsx/README.rst index 2500d574..c38c01af 100644 --- a/account_bank_statement_import_txt_xlsx/README.rst +++ b/account_bank_statement_import_txt_xlsx/README.rst @@ -36,25 +36,29 @@ statements. Configuration ============= -* Create or go to a bank journal where you want to import the txt statement. -* Edit that journal and set a Txt map in **Statement Import Map** section in **Advanced - Settings** tab. +To create TXT/CSV/XLSX statement sheet columns mapping: -* Now you can import Text based statements in that journal. - -Note: if existent Txt Map does not fit to your file to import, you can -create another map in **Invoicing > Configuration > Accounting > -Statement Import Map**. - -You can import headers from any Txt file in **Action > Create Map -Lines** and set every line with which field of statement have to match. +#. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings* +#. Create mapping(s) according to your online banking software statement format Usage ===== To use this module, you need to: -#. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format. +#. Get statement in TXT/CSV or XLSX from your online banking software +#. Go to Odoo and and import the statement file, selecting corresponding format + +Changelog +========= + +12.0.2.0.0 +~~~~~~~~~~ + +* [BREAKING] New mapping, please review mappings after upgrade. +* [BREAKING] Different bank accounts have to be used per each currency. +* [ADD] Support for both Statement and Activity reports. +* [ADD] Separate fee and currency exchange parsing. Bug Tracker =========== @@ -72,7 +76,8 @@ Credits Authors ~~~~~~~ -* Eficent +* ForgeFlow +* Brainbean Apps Contributors ~~~~~~~~~~~~ @@ -84,6 +89,7 @@ Contributors * Victor M.M. Torres * Eficent (https://www.eficent.com) * Jordi Ballester Alomar +* Alexey Pelykh Maintainers ~~~~~~~~~~~ diff --git a/account_bank_statement_import_txt_xlsx/static/description/index.html b/account_bank_statement_import_txt_xlsx/static/description/index.html index cc273236..f8b4c323 100644 --- a/account_bank_statement_import_txt_xlsx/static/description/index.html +++ b/account_bank_statement_import_txt_xlsx/static/description/index.html @@ -373,40 +373,51 @@ statements.

Table of contents

-

Configuration

-
    -
  • Create or go to a bank journal where you want to import the txt statement.
    • -
  • Edit that journal and set a Txt map in Statement Import Map section in Advanced -Settings tab.
    • -
  • Now you can import Text based statements in that journal.
    • -
-

Note: if existent Txt Map does not fit to your file to import, you can -create another map in Invoicing > Configuration > Accounting > -Statement Import Map.

-

You can import headers from any Txt file in Action > Create Map -Lines and set every line with which field of statement have to match.

-
-
-

Usage

-

To use this module, you need to:

+

Configuration

+

To create TXT/CSV/XLSX statement sheet columns mapping:

    -
  1. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format.
    2. +
  2. Open Invoicing > Configuration > Accounting > Statement Sheet Mappings
    3. +
  3. Create mapping(s) according to your online banking software statement format
+
+

Usage

+

To use this module, you need to:

+
    +
  1. Get statement in TXT/CSV or XLSX from your online banking software
    2. +
  2. Go to Odoo and and import the statement file, selecting corresponding format
    3. +
+
+
+

Changelog

+
+

12.0.2.0.0

+
    +
  • [BREAKING] New mapping, please review mappings after upgrade.
    • +
  • [BREAKING] Different bank accounts have to be used per each currency.
    • +
  • [ADD] Support for both Statement and Activity reports.
    • +
  • [ADD] Separate fee and currency exchange parsing.
    • +
+
+
-

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 @@ -414,15 +425,16 @@ 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

    -
  • Eficent
    • +
  • ForgeFlow
    • +
  • Brainbean Apps
-

Contributors

+

Contributors

-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose