================================== Bank Statement TXT/CSV/XLSX Import ================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:152e396ff6868978b165509c50726b88efd20d31f40c58c6c7a59384e8df4fbf !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |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/17.0/account_statement_import_sheet_file :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-17-0/bank-statement-import-17-0-account_statement_import_sheet_file :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| This module allows you to import any TXT/CSV or XLSX file in Odoo as bank statements. **Table of contents** .. contents:: :local: Configuration ============= To create TXT/CSV/XLSX statement sheet columns mapping: 1. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings* 2. Create mapping(s) according to your online banking software statement format Usage ===== To use this module, you need to: 1. Get statement in TXT/CSV or XLSX from your online banking software 2. Go to Odoo and and import the statement file, selecting corresponding format Changelog ========= 12.0.2.0.0 ---------- - [BREAKING] New mapping, please review mappings after upgrade. - [BREAKING] Different bank accounts have to be used per each currency. - [ADD] Support for both Statement and Activity reports. - [ADD] Separate fee and currency exchange parsing. 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 * CorporateHub Contributors ------------ - Alexis de Lattre - Sebastien BEAU - Katherine Zaoral - Tecnativa (https://www.tecnativa.com) - Vicent Cubells - Victor M.M. Torres - Víctor Martínez - ForgeFlow (https://www.forgeflow.com) - Jordi Ballester Alomar - Miquel Raïch Regué - `CorporateHub `__ - Alexey Pelykh - Sebastiano Picchi sebastiano.picchi@pytech.it 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.