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Online Bank Statements: MyPonto.com
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This module provides online bank statements from MyPonto.com.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure online bank statements provider:
1. Go to *Invoicing > Configuration > Bank Accounts*
2. Open bank account to configure and edit it
3. Set *Bank Feeds* to *Online*
4. Select *MyPonto.com* as online bank statements provider in *Online
Bank Statements (OCA)* section
5. Save the bank account
6. Click on provider and configure provider-specific settings.
or, alternatively:
1. Go to *Invoicing > Overview*
2. Open settings of the corresponding journal account
3. Switch to *Bank Account* tab
4. Set *Bank Feeds* to *Online*
5. Select *MyPonto.com* as online bank statements provider in *Online
Bank Statements (OCA)* section
6. Save the bank account
7. Click on provider and configure provider-specific settings.
To obtain *Login* and *Key*:
1. Open `MyPonto.com `__.
Check also ``account_bank_statement_import_online`` configuration
instructions for more information.
Usage
=====
To pull historical bank statements:
1. Go to *Invoicing > Configuration > Bank Accounts*
2. Select specific bank accounts
3. Launch *Actions > Online Bank Statements Pull Wizard*
4. Configure date interval and click *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.
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
-------
* Florent de Labarre
* Therp BV
Contributors
------------
- Florent de Labarre
- `Tecnativa `__:
- Pedro M. Baeza
- João Marques
- `Therp BV `__:
- Ronald Portier
- `Tesseratech `__:
- Christian Doñate
Maintainers
-----------
This module is maintained by the OCA.
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: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.
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.