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474 lines
15 KiB
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</head>
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<body>
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<div class="document" id="online-bank-statements">
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<h1 class="title">Online Bank Statements</h1>
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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:f9d33e5edb980fbe8f48c2777b4d360b8688dc93160aacd970d55d604d269ded
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module provides base for building online bank statements providers.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>To configure online bank statements provider:</p>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li>
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<li>Open bank account to configure and edit it</li>
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<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
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<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
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section</li>
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<li>Save the bank account</li>
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<li>Click on provider and configure provider-specific settings.</li>
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</ol>
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<p>or, alternatively:</p>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Overview</em></li>
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<li>Open settings of the corresponding journal account</li>
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<li>Switch to <em>Bank Account</em> tab</li>
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<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
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<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
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section</li>
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<li>Save the bank account</li>
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<li>Click on provider and configure provider-specific settings.</li>
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</ol>
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<p>If you want to allow empty bank statements to be created every time the
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information is pulled, you can check the option “Allow empty statements”
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at the provider configuration level.</p>
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<p><strong>NOTE</strong>: To access these features, user needs to belong to
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<em>Show Full Accounting Features</em> group.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>To pull historical bank statements:</p>
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<ol class="arabic simple">
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<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li>
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<li>Select specific bank accounts</li>
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<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li>
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<li>Configure date interval and click <em>Pull</em></li>
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</ol>
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<p><strong>NOTE</strong>: To access these features, user needs to belong to
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<em>Show Full Accounting Features</em> group.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
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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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<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>CorporateHub</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://corporatehub.eu/">CorporateHub</a><ul>
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<li>Alexey Pelykh <<a class="reference external" href="mailto:alexey.pelykh@corphub.eu">alexey.pelykh@corphub.eu</a>></li>
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</ul>
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</li>
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<li><a class="reference external" href="https://therp.nl/">Therp BV</a><ul>
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<li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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|
<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/alexey-pelykh"><img alt="alexey-pelykh" src="https://github.com/alexey-pelykh.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online">OCA/bank-statement-import</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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