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115 lines
4.1 KiB
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115 lines
4.1 KiB
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Bank statement import move lines
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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:a81ea0655f0f008dbef8415c0967301e03f0beeb6d7e19829dd671c47cef3a96
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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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_move_line
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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_move_line
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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 adds a button to bank statement form view to open a wizard
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to allow filtering, selecting and importing lines form journal items
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into the bank statement.
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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 this module, you need to:
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1. Go to *Settings > Users & Companies > Users*.
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2. Open the user that needs to use this feature.
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3. Mark the check *Show Full Accounting Features*.
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Usage
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=====
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1. Go to Invoicing > Dashboard.
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2. Create a new bank statement from a bank journal.
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3. Click button "Import Journal Items".
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4. Select filtering options.
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5. Click on button "Add All Move Lines" to auto-select the move lines
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matching the selected criteria or click on Add an item to manually
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select the move lines filtered by the criteria.
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6. Click on button "Create Statement Lines".
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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_move_line%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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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Luis M. Ontalba
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- Victor M.M. Torres
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- João Marques
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- Ernesto García
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- Pedro Gonzalez <pegonzalezs@gmail.com>
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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-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
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:target: https://github.com/pedrobaeza
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:alt: pedrobaeza
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-pedrobaeza|
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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_move_line>`_ 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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