diff --git a/account_statement_import_online_gocardless/README.rst b/account_statement_import_online_gocardless/README.rst index d5527429..41653ce6 100644 --- a/account_statement_import_online_gocardless/README.rst +++ b/account_statement_import_online_gocardless/README.rst @@ -7,7 +7,7 @@ Online Bank Statements: GoCardless !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! - !! source digest: sha256:7e08b9033d303931d6ce5d4c420d57a3615ef932c2680ce05c103f37e6141654 + !! source digest: sha256:69caae47d7351da458bd34dff994847f02326305eb087e68e355d03f803b4d03 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png @@ -126,6 +126,9 @@ Contributors * `Tecnativa `__: * Pedro M. Baeza +* `Alusage `__: + + * Nicolas JEUDY Maintainers ~~~~~~~~~~~ diff --git a/account_statement_import_online_gocardless/static/description/index.html b/account_statement_import_online_gocardless/static/description/index.html index 1d00b4f1..525628f5 100644 --- a/account_statement_import_online_gocardless/static/description/index.html +++ b/account_statement_import_online_gocardless/static/description/index.html @@ -1,14 +1,12 @@ - - + - - - - Online Bank Statements: GoCardless - +div.dedication { + margin: 2em 5em ; + text-align: center ; + font-style: italic } + +div.dedication p.topic-title { + font-weight: bold ; + font-style: normal } + +div.figure { + margin-left: 2em ; + margin-right: 2em } + +div.footer, div.header { + clear: both; + font-size: smaller } + +div.line-block { + display: block ; + margin-top: 1em ; + margin-bottom: 1em } + +div.line-block div.line-block { + margin-top: 0 ; + margin-bottom: 0 ; + margin-left: 1.5em } + +div.sidebar { + margin: 0 0 0.5em 1em ; + border: medium outset ; 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-

Online Bank Statements: GoCardless

+
+

Online Bank Statements: GoCardless

- -

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

-

This module provides online bank statements from GoCardless Bank Account Data, - which provides a free API for connecting and getting transactions for bank - accounts.

-

Table of contents

- -
-

Configuration

-
-

On the GoCardless website

-
    -
  1. Go to https://bankaccountdata.gocardless.com, and create or - login into your - “GoCardLess Bank Account Data” account.
    2. -
  2. Go to Developers > User secrets option on the left.
    3. -
  3. Click on the “+ Create new” button on the bottom part.
    4. -
  4. Put a name to the user secret (eg. Odoo), and optionally limit it to certain - IPs using CIDR subnet notation.
    5. -
  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.
    6. -
-
-
-

On Odoo

-

To configure online bank statements provider:

-
    -
  1. -

    Add your user to the “Full Accounting Settings” group.

    -
    2. -
  2. -

    Go to Invoicing > Configuration > Accounting > Journals.

    -
    3. -
  3. -

    Select the journal representing your bank account (or create it).

    -
    4. -
  4. -

    The bank account number should be properly introduced.

    -
    5. -
  5. -

    Set Bank Feeds to Online (OCA).

    -
    6. -
  6. -

    Select GoCardless as online bank statements provider in - Online Bank Statements (OCA) section. -

    -
    7. -
  7. -

    Save the journal

    -
    8. -
  8. -

    Click on the created provider.

    -
    9. -
  9. -

    Put your secret ID and secret key on the existing fields.

    -
    10. -
  10. -

    Click on the button “Select Bank Account Identifier”.

    - https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif -
    11. -
  11. -

    A new window will appear for selecting the bank entity.

    - https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif -
    12. -
  12. -

    Select it, and you will be redirected to the selected entity for introducing - your bank credentials to allow the connection.

    -
    13. -
  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. -
  14. -

    If not, an error message will be logged either in the chatter.

    -
    15. -
-
-
-
-

Usage

-

To pull historical bank statements:

-
    -
  1. Go to Invoicing > Configuration > Accounting > Journals.
    2. -
  2. Select the journal representing your bank account.
    3. -
  3. Launch Actions > Online Bank Statements Pull Wizard
    4. -
  4. Configure date interval and click on Pull.
    5. -
-

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.

-
-
-

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 to smash it by providing a detailed and welcomed - feedback. -

-

Do not contact contributors directly about support or help with technical issues.

-
-
-

Credits

-
-

Authors

-
    -
  • ForgeFlow
    • -
  • Tecnativa
    • -
-
-
-

Contributors

-
    -
  • ForgeFlow:
      -
    • Christopher Ormaza
      • -
    • Jordi Ballester
      • -
    -
    • -
  • Tecnativa:
      -
    • Pedro M. Baeza
      • -
    -
    • -
-
-
-

Maintainers

-

This module is maintained by the OCA.

- Odoo Community Association -

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.

-

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.

-
-
-
+

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

+

This module provides online bank statements from GoCardless Bank Account Data, +which provides a free API for connecting and getting transactions for bank +accounts.

+

Table of contents

+ +
+

Configuration

+
+

On the GoCardless website

+
    +
  1. Go to https://bankaccountdata.gocardless.com, and create or login into your +“GoCardLess Bank Account Data” account.
    2. +
  2. Go to Developers > User secrets option on the left.
    3. +
  3. Click on the “+ Create new” button on the bottom part.
    4. +
  4. Put a name to the user secret (eg. Odoo), and optionally limit it to certain +IPs using CIDR subnet notation.
    5. +
  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.
    6. +
+
+
+

On Odoo

+

To configure online bank statements provider:

+
    +

  1. Add your user to the “Full Accounting Settings” group.

    +
    2. +

  2. Go to Invoicing > Configuration > Accounting > Journals.

    +
    3. +

  3. Select the journal representing your bank account (or create it).

    +
    4. +

  4. The bank account number should be properly introduced.

    +
    5. +

  5. Set Bank Feeds to Online (OCA).

    +
    6. +

  6. Select GoCardless as online bank statements provider in +Online Bank Statements (OCA) section.

    +
    7. +

  7. Save the journal

    +
    8. +

  8. Click on the created provider.

    +
    9. +

  9. Put your secret ID and secret key on the existing fields.

    +
    10. +

  10. Click on the button “Select Bank Account Identifier”.

    +https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif +
    11. +

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

    +https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif +
    12. +

  12. Select it, and you will be redirected to the selected entity for introducing +your bank credentials to allow the connection.

    +
    13. +

  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. +

  14. If not, an error message will be logged either in the chatter.

    +
    15. +
+
+
+
+

Usage

+

To pull historical bank statements:

+
    +
  1. Go to Invoicing > Configuration > Accounting > Journals.
    2. +
  2. Select the journal representing your bank account.
    3. +
  3. Launch Actions > Online Bank Statements Pull Wizard
    4. +
  4. Configure date interval and click on Pull.
    5. +
+

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.

+
+
+

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 to smash it by providing a detailed and welcomed +feedback.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • ForgeFlow
    • +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

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.

+
+
+
- - \ No newline at end of file +