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This module provides online bank statements from GoCardless Bank Account Data, which provides a free API for connecting and getting transactions for bank accounts. TT45760 Co-Authored-By: Christopher Ormaza <chris.ormaza@forgeflow.com> Co-Authored-By: Jordi Ballester <jordi.ballester@forgeflow.com>
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417 B
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11 lines
417 B
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Select the journal representing your bank account.
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click on *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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