From a36a3beed9c7b1981c9045e4dacd79e5fedf6392 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Tue, 26 May 2020 13:29:54 +0000 Subject: [PATCH] [UPD] README.rst --- .../README.rst | 33 ++++---- .../static/description/index.html | 76 +++++++++++-------- 2 files changed, 65 insertions(+), 44 deletions(-) diff --git a/account_bank_statement_import_txt_xlsx/README.rst b/account_bank_statement_import_txt_xlsx/README.rst index 31620993..e0bde16c 100644 --- a/account_bank_statement_import_txt_xlsx/README.rst +++ b/account_bank_statement_import_txt_xlsx/README.rst @@ -17,7 +17,7 @@ Account Bank Statement Import TXT XLSX :target: https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_txt_xlsx :alt: OCA/bank-statement-import .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/bank-statement-import-13.0/bank-statement-import-13.0-account_bank_statement_import_txt_xlsx + :target: https://translation.odoo-community.org/projects/bank-statement-import-13-0/bank-statement-import-13-0-account_bank_statement_import_txt_xlsx :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/174/13.0 @@ -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 =========== @@ -73,6 +77,7 @@ Authors ~~~~~~~ * ForgeFlow +* Brainbean Apps Contributors ~~~~~~~~~~~~ @@ -84,6 +89,8 @@ Contributors * Victor M.M. Torres * ForgeFlow (https://www.forgeflow.com) * Jordi Ballester Alomar + * Miquel Raïch Regué +* 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 719e6f1b..cc4c259c 100644 --- a/account_bank_statement_import_txt_xlsx/static/description/index.html +++ b/account_bank_statement_import_txt_xlsx/static/description/index.html @@ -367,46 +367,57 @@ ul.auto-toc { !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

+

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

This module allows you to import the any TXT/CSV or XLSX file in Odoo as bank 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

  • 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