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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>
43 lines
1.8 KiB
ReStructuredText
43 lines
1.8 KiB
ReStructuredText
On the GoCardless website
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#. Go to https://bankaccountdata.gocardless.com, and create or login into your
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"GoCardLess Bank Account Data" account.
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#. Go to Developers > User secrets option on the left.
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#. Click on the "+ Create new" button on the bottom part.
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#. Put a name to the user secret (eg. Odoo), and optionally limit it to certain
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IPs using CIDR subnet notation.
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#. Copy or download the secret ID and key for later use. The second one won't be
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available anymore, so make sure you don't forget this step.
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On Odoo
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~~~~~~~
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To configure online bank statements provider:
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#. Add your user to the "Full Accounting Settings" group.
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Select the journal representing your bank account (or create it).
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#. The bank account number should be properly introduced.
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#. Set *Bank Feeds* to *Online (OCA)*.
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#. Select *GoCardless* as online bank statements provider in
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*Online Bank Statements (OCA)* section.
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#. Save the journal
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#. Click on the created provider.
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#. Put your secret ID and secret key on the existing fields.
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#. Click on the button "Select Bank Account Identifier".
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.. image:: ../static/img/gocardless_configuration.gif
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#. A new window will appear for selecting the bank entity.
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.. image:: ../static/img/gocardless_bank_selection.gif
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#. Select it, and you will be redirected to the selected entity for introducing
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your bank credentials to allow the connection.
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#. If the process is completed, and the bank account linked to the journal is
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accessible, you'll be again redirected to the online provider form, and
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everything will be linked and ready to start the transaction pulling. A
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message is logged about it on the chatter.
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#. If not, an error message will be logged either in the chatter.
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