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https://github.com/OCA/bank-statement-import.git
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130 lines
4.4 KiB
ReStructuredText
130 lines
4.4 KiB
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===================================
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Online Bank Statements: MyPonto.com
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===================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c5cbac3b32b7dddb6aa627a0b93407d609652a6ce276c5acdee846320702410d
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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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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.. |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/15.0/account_statement_import_online_ponto
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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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:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online_ponto
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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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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=15.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provides online bank statements from MyPonto.com.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure online bank statements provider:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Open bank account to configure and edit it
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#. Set *Bank Feeds* to *Online*
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#. Select *MyPonto.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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or, alternatively:
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#. Go to *Invoicing > Overview*
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#. Open settings of the corresponding journal account
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#. Switch to *Bank Account* tab
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#. Set *Bank Feeds* to *Online*
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#. Select *MyPonto.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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To obtain *Login* and *Key*:
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#. Open `MyPonto.com <https://myponto.com/>`_.
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Check also ``account_bank_statement_import_online`` configuration instructions
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for more information.
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Usage
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=====
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Select specific bank accounts
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click *Pull*
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If historical data is not needed, then just simply wait for the scheduled
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activity "Pull Online Bank Statements" to be executed for getting new
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transactions.
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Bug Tracker
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===========
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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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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_ponto%0Aversion:%2015.0%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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Credits
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=======
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Authors
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~~~~~~~
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* Florent de Labarre
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Contributors
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~~~~~~~~~~~~
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* Florent de Labarre
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* `Tecnativa <https://www.tecnativa.com>`__:
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* Pedro M. Baeza
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* João Marques
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* `Therp BV <https://therp.nl/>`__
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* Ronald Portier <ronald@therp.nl>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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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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promote its widespread use.
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_ponto>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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