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[IMP] account_statement_import_online_gocardless: black, isort, prettier
This commit is contained in:
@@ -17,20 +17,20 @@ Online Bank Statements: GoCardless
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_gocardless
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:target: https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_gocardless
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:alt: OCA/bank-statement-import
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:alt: OCA/bank-statement-import
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_online_gocardless
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:target: https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_online_gocardless
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:alt: Translate me on Weblate
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0
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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0
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:alt: Try me on Runboat
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provides online bank statements from GoCardless Bank Account Data,
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This module provides online bank statements from GoCardless Bank Account
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which provides a free API for connecting and getting transactions for bank
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Data, which provides a free API for connecting and getting transactions
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accounts.
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for bank accounts.
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**Table of contents**
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**Table of contents**
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@@ -41,61 +41,76 @@ Configuration
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=============
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=============
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On the GoCardless website
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On the GoCardless website
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~~~~~~~~~~~~~~~~~~~~~~~~~
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-------------------------
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#. Go to https://bankaccountdata.gocardless.com, and create or login into your
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1. Go to
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"GoCardLess Bank Account Data" account.
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`https://bankaccountdata.gocardless.com <https://bankaccountdata.gocardless.com>`__,
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#. Go to Developers > User secrets option on the left.
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and create or login into your "GoCardLess Bank Account Data" account.
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#. Click on the "+ Create new" button on the bottom part.
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2. Go to Developers > User secrets option on the left.
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#. Put a name to the user secret (eg. Odoo), and optionally limit it to certain
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3. Click on the "+ Create new" button on the bottom part.
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IPs using CIDR subnet notation.
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4. Put a name to the user secret (eg. Odoo), and optionally limit it to
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#. Copy or download the secret ID and key for later use. The second one won't be
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certain IPs using CIDR subnet notation.
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available anymore, so make sure you don't forget this step.
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5. Copy or download the secret ID and key for later use. The second one
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won't be available anymore, so make sure you don't forget this step.
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On Odoo
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On Odoo
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~~~~~~~
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-------
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To configure online bank statements provider:
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To configure online bank statements provider:
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#. Add your user to the "Full Accounting Settings" group.
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1. Add your user to the "Full Accounting Settings" group.
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Select the journal representing your bank account (or create it).
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#. The bank account number should be properly introduced.
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#. Set *Bank Feeds* to *Online (OCA)*.
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#. Select *GoCardless* as online bank statements provider in
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*Online Bank Statements (OCA)* section.
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#. Save the journal
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#. Click on the created provider.
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#. Put your secret ID and secret key on the existing fields.
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#. Click on the button "Select Bank Account Identifier".
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.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif
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2. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. A new window will appear for selecting the bank entity.
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3. Select the journal representing your bank account (or create it).
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.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif
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4. The bank account number should be properly introduced.
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|
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||||||
#. Select it, and you will be redirected to the selected entity for introducing
|
5. Set *Bank Feeds* to *Online (OCA)*.
|
||||||
your bank credentials to allow the connection.
|
|
||||||
#. If the process is completed, and the bank account linked to the journal is
|
6. Select *GoCardless* as online bank statements provider in *Online
|
||||||
accessible, you'll be again redirected to the online provider form, and
|
Bank Statements (OCA)* section.
|
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everything will be linked and ready to start the transaction pulling. A
|
|
||||||
message is logged about it on the chatter.
|
7. Save the journal
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#. If not, an error message will be logged either in the chatter.
|
|
||||||
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8. Click on the created provider.
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|
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9. Put your secret ID and secret key on the existing fields.
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|
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10. Click on the button "Select Bank Account Identifier".
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|image_01|
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11. A new window will appear for selecting the bank entity.
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|image_02|
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12. Select it, and you will be redirected to the selected entity for
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||||||
|
introducing your bank credentials to allow the connection.
|
||||||
|
|
||||||
|
13. If the process is completed, and the bank account linked to the
|
||||||
|
journal is accessible, you'll be again redirected to the online
|
||||||
|
provider form, and everything will be linked and ready to start the
|
||||||
|
transaction pulling. A message is logged about it on the chatter.
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14. If not, an error message will be logged either in the chatter.
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.. |image_01| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif
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.. |image_02| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif
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Usage
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Usage
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=====
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=====
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To pull historical bank statements:
|
To pull historical bank statements:
|
||||||
|
|
||||||
#. Go to *Invoicing > Configuration > Accounting > Journals*.
|
1. Go to *Invoicing > Configuration > Accounting > Journals*.
|
||||||
#. Select the journal representing your bank account.
|
2. Select the journal representing your bank account.
|
||||||
#. Launch *Actions > Online Bank Statements Pull Wizard*
|
3. Launch *Actions > Online Bank Statements Pull Wizard*
|
||||||
#. Configure date interval and click on *Pull*.
|
4. Configure date interval and click on *Pull*.
|
||||||
|
|
||||||
If historical data is not needed, then just simply wait for the scheduled
|
If historical data is not needed, then just simply wait for the
|
||||||
activity "Pull Online Bank Statements" to be executed for getting new
|
scheduled activity "Pull Online Bank Statements" to be executed for
|
||||||
transactions.
|
getting new transactions.
|
||||||
|
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Bug Tracker
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Bug Tracker
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===========
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===========
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@@ -103,7 +118,7 @@ Bug Tracker
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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In case of trouble, please check there if your issue has already been reported.
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||||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
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||||||
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Do not contact contributors directly about support or help with technical issues.
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@@ -111,27 +126,30 @@ Credits
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=======
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=======
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Authors
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Authors
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~~~~~~~
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-------
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|
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* ForgeFlow
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* ForgeFlow
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* Tecnativa
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* Tecnativa
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Contributors
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Contributors
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||||||
~~~~~~~~~~~~
|
------------
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* `ForgeFlow <https://www.forgeflow.com>`__:
|
- `ForgeFlow <https://www.forgeflow.com>`__:
|
||||||
|
|
||||||
* Christopher Ormaza
|
- Christopher Ormaza
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||||||
* Jordi Ballester
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- Jordi Ballester
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* `Tecnativa <https://www.tecnativa.com>`__:
|
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||||||
|
|
||||||
* Pedro M. Baeza
|
- `Tecnativa <https://www.tecnativa.com>`__:
|
||||||
* `Alusage <https://nicolas.alusage.fr>`__:
|
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||||||
|
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||||||
* Nicolas JEUDY <https://github.com/njeudy>
|
- Pedro M. Baeza
|
||||||
|
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||||||
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- `Alusage <https://nicolas.alusage.fr>`__:
|
||||||
|
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||||||
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- Nicolas JEUDY
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||||||
|
<`https://github.com/njeudy <https://github.com/njeudy>`__>
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||||||
|
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Maintainers
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Maintainers
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||||||
~~~~~~~~~~~
|
-----------
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This module is maintained by the OCA.
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This module is maintained by the OCA.
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@@ -143,6 +161,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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mission is to support the collaborative development of Odoo features and
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||||||
promote its widespread use.
|
promote its widespread use.
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||||||
|
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_gocardless>`_ project on GitHub.
|
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_gocardless>`_ project on GitHub.
|
||||||
|
|
||||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||||
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@@ -0,0 +1,3 @@
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[build-system]
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requires = ["whool"]
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build-backend = "whool.buildapi"
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@@ -0,0 +1,51 @@
|
|||||||
|
## On the GoCardless website
|
||||||
|
|
||||||
|
1. Go to <https://bankaccountdata.gocardless.com>, and create or login
|
||||||
|
into your "GoCardLess Bank Account Data" account.
|
||||||
|
2. Go to Developers \> User secrets option on the left.
|
||||||
|
3. Click on the "+ Create new" button on the bottom part.
|
||||||
|
4. Put a name to the user secret (eg. Odoo), and optionally limit it to
|
||||||
|
certain IPs using CIDR subnet notation.
|
||||||
|
5. Copy or download the secret ID and key for later use. The second one
|
||||||
|
won't be available anymore, so make sure you don't forget this step.
|
||||||
|
|
||||||
|
## On Odoo
|
||||||
|
|
||||||
|
To configure online bank statements provider:
|
||||||
|
|
||||||
|
1. Add your user to the "Full Accounting Settings" group.
|
||||||
|
|
||||||
|
2. Go to *Invoicing \> Configuration \> Accounting \> Journals*.
|
||||||
|
|
||||||
|
3. Select the journal representing your bank account (or create it).
|
||||||
|
|
||||||
|
4. The bank account number should be properly introduced.
|
||||||
|
|
||||||
|
5. Set *Bank Feeds* to *Online (OCA)*.
|
||||||
|
|
||||||
|
6. Select *GoCardless* as online bank statements provider in *Online
|
||||||
|
Bank Statements (OCA)* section.
|
||||||
|
|
||||||
|
7. Save the journal
|
||||||
|
|
||||||
|
8. Click on the created provider.
|
||||||
|
|
||||||
|
9. Put your secret ID and secret key on the existing fields.
|
||||||
|
|
||||||
|
10. Click on the button "Select Bank Account Identifier".
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
11. A new window will appear for selecting the bank entity.
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
12. Select it, and you will be redirected to the selected entity for
|
||||||
|
introducing your bank credentials to allow the connection.
|
||||||
|
|
||||||
|
13. If the process is completed, and the bank account linked to the
|
||||||
|
journal is accessible, you'll be again redirected to the online
|
||||||
|
provider form, and everything will be linked and ready to start the
|
||||||
|
transaction pulling. A message is logged about it on the chatter.
|
||||||
|
|
||||||
|
14. If not, an error message will be logged either in the chatter.
|
||||||
@@ -1,42 +0,0 @@
|
|||||||
On the GoCardless website
|
|
||||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
||||||
|
|
||||||
#. Go to https://bankaccountdata.gocardless.com, and create or login into your
|
|
||||||
"GoCardLess Bank Account Data" account.
|
|
||||||
#. Go to Developers > User secrets option on the left.
|
|
||||||
#. Click on the "+ Create new" button on the bottom part.
|
|
||||||
#. Put a name to the user secret (eg. Odoo), and optionally limit it to certain
|
|
||||||
IPs using CIDR subnet notation.
|
|
||||||
#. Copy or download the secret ID and key for later use. The second one won't be
|
|
||||||
available anymore, so make sure you don't forget this step.
|
|
||||||
|
|
||||||
On Odoo
|
|
||||||
~~~~~~~
|
|
||||||
|
|
||||||
To configure online bank statements provider:
|
|
||||||
|
|
||||||
#. Add your user to the "Full Accounting Settings" group.
|
|
||||||
#. Go to *Invoicing > Configuration > Accounting > Journals*.
|
|
||||||
#. Select the journal representing your bank account (or create it).
|
|
||||||
#. The bank account number should be properly introduced.
|
|
||||||
#. Set *Bank Feeds* to *Online (OCA)*.
|
|
||||||
#. Select *GoCardless* as online bank statements provider in
|
|
||||||
*Online Bank Statements (OCA)* section.
|
|
||||||
#. Save the journal
|
|
||||||
#. Click on the created provider.
|
|
||||||
#. Put your secret ID and secret key on the existing fields.
|
|
||||||
#. Click on the button "Select Bank Account Identifier".
|
|
||||||
|
|
||||||
.. image:: ../static/img/gocardless_configuration.gif
|
|
||||||
|
|
||||||
#. A new window will appear for selecting the bank entity.
|
|
||||||
|
|
||||||
.. image:: ../static/img/gocardless_bank_selection.gif
|
|
||||||
|
|
||||||
#. Select it, and you will be redirected to the selected entity for introducing
|
|
||||||
your bank credentials to allow the connection.
|
|
||||||
#. If the process is completed, and the bank account linked to the journal is
|
|
||||||
accessible, you'll be again redirected to the online provider form, and
|
|
||||||
everything will be linked and ready to start the transaction pulling. A
|
|
||||||
message is logged about it on the chatter.
|
|
||||||
#. If not, an error message will be logged either in the chatter.
|
|
||||||
@@ -0,0 +1,7 @@
|
|||||||
|
- [ForgeFlow](https://www.forgeflow.com):
|
||||||
|
- Christopher Ormaza
|
||||||
|
- Jordi Ballester
|
||||||
|
- [Tecnativa](https://www.tecnativa.com):
|
||||||
|
- Pedro M. Baeza
|
||||||
|
- [Alusage](https://nicolas.alusage.fr):
|
||||||
|
- Nicolas JEUDY \<<https://github.com/njeudy>\>
|
||||||
@@ -1,10 +0,0 @@
|
|||||||
* `ForgeFlow <https://www.forgeflow.com>`__:
|
|
||||||
|
|
||||||
* Christopher Ormaza
|
|
||||||
* Jordi Ballester
|
|
||||||
* `Tecnativa <https://www.tecnativa.com>`__:
|
|
||||||
|
|
||||||
* Pedro M. Baeza
|
|
||||||
* `Alusage <https://nicolas.alusage.fr>`__:
|
|
||||||
|
|
||||||
* Nicolas JEUDY <https://github.com/njeudy>
|
|
||||||
@@ -0,0 +1,3 @@
|
|||||||
|
This module provides online bank statements from GoCardless Bank Account
|
||||||
|
Data, which provides a free API for connecting and getting transactions
|
||||||
|
for bank accounts.
|
||||||
@@ -1,3 +0,0 @@
|
|||||||
This module provides online bank statements from GoCardless Bank Account Data,
|
|
||||||
which provides a free API for connecting and getting transactions for bank
|
|
||||||
accounts.
|
|
||||||
10
account_statement_import_online_gocardless/readme/USAGE.md
Normal file
10
account_statement_import_online_gocardless/readme/USAGE.md
Normal file
@@ -0,0 +1,10 @@
|
|||||||
|
To pull historical bank statements:
|
||||||
|
|
||||||
|
1. Go to *Invoicing \> Configuration \> Accounting \> Journals*.
|
||||||
|
2. Select the journal representing your bank account.
|
||||||
|
3. Launch *Actions \> Online Bank Statements Pull Wizard*
|
||||||
|
4. Configure date interval and click on *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.
|
||||||
@@ -1,10 +0,0 @@
|
|||||||
To pull historical bank statements:
|
|
||||||
|
|
||||||
#. Go to *Invoicing > Configuration > Accounting > Journals*.
|
|
||||||
#. Select the journal representing your bank account.
|
|
||||||
#. Launch *Actions > Online Bank Statements Pull Wizard*
|
|
||||||
#. Configure date interval and click on *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.
|
|
||||||
@@ -369,10 +369,10 @@ ul.auto-toc {
|
|||||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||||
!! source digest: sha256:86c3a6944d510b258d44f2a74e4e9e433cb0e4f9745ca156414b7a5c0d83efb1
|
!! source digest: sha256:86c3a6944d510b258d44f2a74e4e9e433cb0e4f9745ca156414b7a5c0d83efb1
|
||||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_gocardless"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_online_gocardless"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_gocardless"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_online_gocardless"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||||
<p>This module provides online bank statements from GoCardless Bank Account Data,
|
<p>This module provides online bank statements from GoCardless Bank Account
|
||||||
which provides a free API for connecting and getting transactions for bank
|
Data, which provides a free API for connecting and getting transactions
|
||||||
accounts.</p>
|
for bank accounts.</p>
|
||||||
<p><strong>Table of contents</strong></p>
|
<p><strong>Table of contents</strong></p>
|
||||||
<div class="contents local topic" id="contents">
|
<div class="contents local topic" id="contents">
|
||||||
<ul class="simple">
|
<ul class="simple">
|
||||||
@@ -396,14 +396,15 @@ accounts.</p>
|
|||||||
<div class="section" id="on-the-gocardless-website">
|
<div class="section" id="on-the-gocardless-website">
|
||||||
<h2><a class="toc-backref" href="#toc-entry-2">On the GoCardless website</a></h2>
|
<h2><a class="toc-backref" href="#toc-entry-2">On the GoCardless website</a></h2>
|
||||||
<ol class="arabic simple">
|
<ol class="arabic simple">
|
||||||
<li>Go to <a class="reference external" href="https://bankaccountdata.gocardless.com">https://bankaccountdata.gocardless.com</a>, and create or login into your
|
<li>Go to
|
||||||
“GoCardLess Bank Account Data” account.</li>
|
<a class="reference external" href="https://bankaccountdata.gocardless.com">https://bankaccountdata.gocardless.com</a>,
|
||||||
|
and create or login into your “GoCardLess Bank Account Data” account.</li>
|
||||||
<li>Go to Developers > User secrets option on the left.</li>
|
<li>Go to Developers > User secrets option on the left.</li>
|
||||||
<li>Click on the “+ Create new” button on the bottom part.</li>
|
<li>Click on the “+ Create new” button on the bottom part.</li>
|
||||||
<li>Put a name to the user secret (eg. Odoo), and optionally limit it to certain
|
<li>Put a name to the user secret (eg. Odoo), and optionally limit it to
|
||||||
IPs using CIDR subnet notation.</li>
|
certain IPs using CIDR subnet notation.</li>
|
||||||
<li>Copy or download the secret ID and key for later use. The second one won’t be
|
<li>Copy or download the secret ID and key for later use. The second one
|
||||||
available anymore, so make sure you don’t forget this step.</li>
|
won’t be available anymore, so make sure you don’t forget this step.</li>
|
||||||
</ol>
|
</ol>
|
||||||
</div>
|
</div>
|
||||||
<div class="section" id="on-odoo">
|
<div class="section" id="on-odoo">
|
||||||
@@ -420,8 +421,8 @@ available anymore, so make sure you don’t forget this step.</li>
|
|||||||
</li>
|
</li>
|
||||||
<li><p class="first">Set <em>Bank Feeds</em> to <em>Online (OCA)</em>.</p>
|
<li><p class="first">Set <em>Bank Feeds</em> to <em>Online (OCA)</em>.</p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">Select <em>GoCardless</em> as online bank statements provider in
|
<li><p class="first">Select <em>GoCardless</em> as online bank statements provider in <em>Online
|
||||||
<em>Online Bank Statements (OCA)</em> section.</p>
|
Bank Statements (OCA)</em> section.</p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">Save the journal</p>
|
<li><p class="first">Save the journal</p>
|
||||||
</li>
|
</li>
|
||||||
@@ -430,18 +431,18 @@ available anymore, so make sure you don’t forget this step.</li>
|
|||||||
<li><p class="first">Put your secret ID and secret key on the existing fields.</p>
|
<li><p class="first">Put your secret ID and secret key on the existing fields.</p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">Click on the button “Select Bank Account Identifier”.</p>
|
<li><p class="first">Click on the button “Select Bank Account Identifier”.</p>
|
||||||
<img alt="https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif" src="https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif" />
|
<p><img alt="image_01" src="https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif" /></p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">A new window will appear for selecting the bank entity.</p>
|
<li><p class="first">A new window will appear for selecting the bank entity.</p>
|
||||||
<img alt="https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif" src="https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif" />
|
<p><img alt="image_02" src="https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif" /></p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">Select it, and you will be redirected to the selected entity for introducing
|
<li><p class="first">Select it, and you will be redirected to the selected entity for
|
||||||
your bank credentials to allow the connection.</p>
|
introducing your bank credentials to allow the connection.</p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">If the process is completed, and the bank account linked to the journal is
|
<li><p class="first">If the process is completed, and the bank account linked to the
|
||||||
accessible, you’ll be again redirected to the online provider form, and
|
journal is accessible, you’ll be again redirected to the online
|
||||||
everything will be linked and ready to start the transaction pulling. A
|
provider form, and everything will be linked and ready to start the
|
||||||
message is logged about it on the chatter.</p>
|
transaction pulling. A message is logged about it on the chatter.</p>
|
||||||
</li>
|
</li>
|
||||||
<li><p class="first">If not, an error message will be logged either in the chatter.</p>
|
<li><p class="first">If not, an error message will be logged either in the chatter.</p>
|
||||||
</li>
|
</li>
|
||||||
@@ -457,16 +458,16 @@ message is logged about it on the chatter.</p>
|
|||||||
<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li>
|
<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li>
|
||||||
<li>Configure date interval and click on <em>Pull</em>.</li>
|
<li>Configure date interval and click on <em>Pull</em>.</li>
|
||||||
</ol>
|
</ol>
|
||||||
<p>If historical data is not needed, then just simply wait for the scheduled
|
<p>If historical data is not needed, then just simply wait for the
|
||||||
activity “Pull Online Bank Statements” to be executed for getting new
|
scheduled activity “Pull Online Bank Statements” to be executed for
|
||||||
transactions.</p>
|
getting new transactions.</p>
|
||||||
</div>
|
</div>
|
||||||
<div class="section" id="bug-tracker">
|
<div class="section" id="bug-tracker">
|
||||||
<h1><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h1>
|
<h1><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h1>
|
||||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
|
||||||
In case of trouble, please check there if your issue has already been reported.
|
In case of trouble, please check there if your issue has already been reported.
|
||||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||||
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||||
</div>
|
</div>
|
||||||
<div class="section" id="credits">
|
<div class="section" id="credits">
|
||||||
@@ -491,7 +492,8 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
|
|||||||
</ul>
|
</ul>
|
||||||
</li>
|
</li>
|
||||||
<li><a class="reference external" href="https://nicolas.alusage.fr">Alusage</a>:<ul>
|
<li><a class="reference external" href="https://nicolas.alusage.fr">Alusage</a>:<ul>
|
||||||
<li>Nicolas JEUDY <<a class="reference external" href="https://github.com/njeudy">https://github.com/njeudy</a>></li>
|
<li>Nicolas JEUDY
|
||||||
|
<<a class="reference external" href="https://github.com/njeudy">https://github.com/njeudy</a>></li>
|
||||||
</ul>
|
</ul>
|
||||||
</li>
|
</li>
|
||||||
</ul>
|
</ul>
|
||||||
@@ -505,7 +507,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
|
|||||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||||
mission is to support the collaborative development of Odoo features and
|
mission is to support the collaborative development of Odoo features and
|
||||||
promote its widespread use.</p>
|
promote its widespread use.</p>
|
||||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_gocardless">OCA/bank-statement-import</a> project on GitHub.</p>
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_gocardless">OCA/bank-statement-import</a> project on GitHub.</p>
|
||||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
Reference in New Issue
Block a user