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135 lines
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135 lines
4.5 KiB
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==================================
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Bank Statement TXT/CSV/XLSX Import
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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: sha256:152e396ff6868978b165509c50726b88efd20d31f40c58c6c7a59384e8df4fbf
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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/17.0/account_statement_import_sheet_file
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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-17-0/bank-statement-import-17-0-account_statement_import_sheet_file
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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=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to import any TXT/CSV or XLSX file in Odoo as
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bank statements.
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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 create TXT/CSV/XLSX statement sheet columns mapping:
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1. Open *Invoicing > Configuration > Accounting > Statement Sheet
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Mappings*
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2. Create mapping(s) according to your online banking software statement
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format
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Usage
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=====
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To use this module, you need to:
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1. Get statement in TXT/CSV or XLSX from your online banking software
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2. Go to Odoo and and import the statement file, selecting corresponding
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format
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Changelog
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=========
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12.0.2.0.0
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----------
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- [BREAKING] New mapping, please review mappings after upgrade.
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- [BREAKING] Different bank accounts have to be used per each currency.
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- [ADD] Support for both Statement and Activity reports.
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- [ADD] Separate fee and currency exchange parsing.
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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_sheet_file%0Aversion:%2017.0%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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* ForgeFlow
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* CorporateHub
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Contributors
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------------
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- Alexis de Lattre <alexis.delattre@akretion.com>
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- Sebastien BEAU <sebastien.beau@akretion.com>
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- Katherine Zaoral
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- Tecnativa (https://www.tecnativa.com)
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- Vicent Cubells
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- Victor M.M. Torres
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- Víctor Martínez
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- ForgeFlow (https://www.forgeflow.com)
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- Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
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- Miquel Raïch Regué <miquel.raich@forgeflow.com>
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- `CorporateHub <https://corporatehub.eu/>`__
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- Alexey Pelykh <alexey.pelykh@corphub.eu>
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- Sebastiano Picchi sebastiano.picchi@pytech.it
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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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.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
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:target: https://github.com/alexey-pelykh
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:alt: alexey-pelykh
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-alexey-pelykh|
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_sheet_file>`_ 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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