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[IMP] account_bank_statement_import_online_ofx: Update readme

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JasminSForgeFlow
2023-07-10 16:18:46 +05:30
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account_statement_import_online_ofx/README.rst
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Online Bank Statements: OFX Online Bank Statements: OFX
================================== ==================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! This module provides online bank statements from Open Financial Exchange (OFX) institutions.
!! This file is generated by oca-gen-addon-readme !! You can set-up your own provider, or import a list of supported providers.
!! changes will be overwritten. !! 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
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:alt: Beta
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:alt: License: AGPL-3
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:target: https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import_online_paypal
:alt: OCA/bank-statement-import
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This module provides online bank statements from OFX instutitons
**Table of contents** **Table of contents**
@@ -83,28 +63,3 @@ Contributors
* `ForgeFlow <https://www.forgeflow.com/>`__ * `ForgeFlow <https://www.forgeflow.com/>`__
* Jasmin Solanki <jasmin.solanki@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.

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account_statement_import_online_ofx/readme/CONFIGURE.rst Normal file
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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.

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account_statement_import_online_ofx/readme/CONTRIBUTORS.rst Normal file
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* `ForgeFlow <https://www.forgeflow.com/>`__
* Jasmin Solanki <jasmin.solanki@forgeflow.com>

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account_statement_import_online_ofx/readme/DESCRIPTION.rst Normal file
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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.

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account_statement_import_online_ofx/readme/USAGE.rst Normal file
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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*