[FIX+IMP] account_bank_statement_import_online_ponto: README by fragments + avoid tz conversion + icon

This commit is contained in:
Pedro M. Baeza
2020-10-29 13:25:58 +01:00
committed by João Marques
parent fcc6096986
commit 8e111d0e97
9 changed files with 631 additions and 8 deletions

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To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select *MyPonto.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
or, alternatively:
#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select *MyPonto.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
To obtain *Login* and *Key*:
#. Open `MyPonto.com <https://myponto.com/>`_.
Check also ``account_bank_statement_import_online`` configuration instructions
for more information.

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* Florent de Labarre
* `Tecnativa <https://www.tecnativa.com>`__:
* Pedro M. Baeza

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This module provides online bank statements from MyPonto.com.

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To pull historical bank statements:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*
If historical data is not needed, then just simply wait for the scheduled
activity "Pull Online Bank Statements" to be executed for getting new
transactions.