audrius/bank-statement-import
1
0
Fork 1
mirror of https://github.com/OCA/bank-statement-import.git synced 2025-01-20 12:37:43 +02:00
Code Issues Packages Projects Releases Wiki Activity

[IMP] account_bank_statement_import_online_ofx: Update readme

Browse Source
This commit is contained in:
JasminSForgeFlow
2023-07-10 16:18:46 +05:30
committed by Christopher Ormaza
parent 613b4c3c80
commit bf54fa23b7
5 changed files with 24 additions and 48 deletions
Download Patch File Download Diff File Expand all files Collapse all files

51
account_statement_import_online_ofx/README.rst
View File

@@ -2,30 +2,10 @@
Online Bank Statements: OFX
==================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
This module provides online bank statements from Open Financial Exchange (OFX) institutions.
You can set-up your own provider, or import a list of supported providers.
https://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
:target: https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import_online_paypal
: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-14-0/bank-statement-import-14-0-account_statement_import_online_paypal
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/174/14.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module provides online bank statements from OFX instutitons
**Table of contents**
@@ -83,28 +63,3 @@ Contributors
* `ForgeFlow <https://www.forgeflow.com/>`__
* Jasmin Solanki <jasmin.solanki@forgeflow.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
:target: https://github.com/alexey-pelykh
:alt: alexey-pelykh
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexey-pelykh|
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import_online_paypal>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

9
account_statement_import_online_ofx/readme/CONFIGURE.rst Normal file
View File

@@ -0,0 +1,9 @@
To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Journals*
#. Open bank journal to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select *OFX* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank journal
#. Click on provider and configure provider-specific settings.

3
account_statement_import_online_ofx/readme/CONTRIBUTORS.rst Normal file
View File

@@ -0,0 +1,3 @@
* `ForgeFlow <https://www.forgeflow.com/>`__
* Jasmin Solanki <jasmin.solanki@forgeflow.com>

3
account_statement_import_online_ofx/readme/DESCRIPTION.rst Normal file
View File

@@ -0,0 +1,3 @@
This module provides online bank statements from Open Financial Exchange (OFX) institutions.
You can set-up your own provider, or import a list of supported providers.
https://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.

6
account_statement_import_online_ofx/readme/USAGE.rst Normal file
View File

@@ -0,0 +1,6 @@
To pull historical bank statements:
#. Go to *Invoicing > Configuration > Journals*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*