From bf54fa23b74f5527f0f5147f4e512fdedd4bb749 Mon Sep 17 00:00:00 2001 From: JasminSForgeFlow Date: Mon, 10 Jul 2023 16:18:46 +0530 Subject: [PATCH] [IMP] account_bank_statement_import_online_ofx: Update readme --- .../README.rst | 51 ++----------------- .../readme/CONFIGURE.rst | 9 ++++ .../readme/CONTRIBUTORS.rst | 3 ++ .../readme/DESCRIPTION.rst | 3 ++ .../readme/USAGE.rst | 6 +++ 5 files changed, 24 insertions(+), 48 deletions(-) create mode 100644 account_statement_import_online_ofx/readme/CONFIGURE.rst create mode 100644 account_statement_import_online_ofx/readme/CONTRIBUTORS.rst create mode 100644 account_statement_import_online_ofx/readme/DESCRIPTION.rst create mode 100644 account_statement_import_online_ofx/readme/USAGE.rst diff --git a/account_statement_import_online_ofx/README.rst b/account_statement_import_online_ofx/README.rst index efb2aa8d..8c9836b6 100644 --- a/account_statement_import_online_ofx/README.rst +++ b/account_statement_import_online_ofx/README.rst @@ -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 `__ * Jasmin Solanki - -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 `__: - -|maintainer-alexey-pelykh| - -This module is part of the `OCA/bank-statement-import `_ project on GitHub. - -You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_statement_import_online_ofx/readme/CONFIGURE.rst b/account_statement_import_online_ofx/readme/CONFIGURE.rst new file mode 100644 index 00000000..d5439af2 --- /dev/null +++ b/account_statement_import_online_ofx/readme/CONFIGURE.rst @@ -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. diff --git a/account_statement_import_online_ofx/readme/CONTRIBUTORS.rst b/account_statement_import_online_ofx/readme/CONTRIBUTORS.rst new file mode 100644 index 00000000..73eeecf7 --- /dev/null +++ b/account_statement_import_online_ofx/readme/CONTRIBUTORS.rst @@ -0,0 +1,3 @@ +* `ForgeFlow `__ + + * Jasmin Solanki diff --git a/account_statement_import_online_ofx/readme/DESCRIPTION.rst b/account_statement_import_online_ofx/readme/DESCRIPTION.rst new file mode 100644 index 00000000..8527917b --- /dev/null +++ b/account_statement_import_online_ofx/readme/DESCRIPTION.rst @@ -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. diff --git a/account_statement_import_online_ofx/readme/USAGE.rst b/account_statement_import_online_ofx/readme/USAGE.rst new file mode 100644 index 00000000..49874cc2 --- /dev/null +++ b/account_statement_import_online_ofx/readme/USAGE.rst @@ -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*