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[FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon
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João Marques
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To configure online bank statements provider:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Open bank account to configure and edit it
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#. Set *Bank Feeds* to *Online*
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#. Select *MyPonto.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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or, alternatively:
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#. Go to *Invoicing > Overview*
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#. Open settings of the corresponding journal account
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#. Switch to *Bank Account* tab
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#. Set *Bank Feeds* to *Online*
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#. Select *MyPonto.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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To obtain *Login* and *Key*:
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#. Open `MyPonto.com <https://myponto.com/>`_.
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Check also ``account_bank_statement_import_online`` configuration instructions
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for more information.
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* Florent de Labarre
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* `Tecnativa <https://www.tecnativa.com>`__:
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* Pedro M. Baeza
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This module provides online bank statements from MyPonto.com.
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10
account_bank_statement_import_online_ponto/readme/USAGE.rst
Normal file
10
account_bank_statement_import_online_ponto/readme/USAGE.rst
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Select specific bank accounts
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click *Pull*
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If historical data is not needed, then just simply wait for the scheduled
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activity "Pull Online Bank Statements" to be executed for getting new
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transactions.
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