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106 lines
3.9 KiB
ReStructuredText
106 lines
3.9 KiB
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===========================
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Online Bank Statements: OFX
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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:e6ebad00d6c39c92584c6ee76b5deae328742e8a81229971ce4ca37d2f1e4cb1
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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/16.0/account_statement_import_online_ofx
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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-16-0/bank-statement-import-16-0-account_statement_import_online_ofx
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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=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provides online bank statements from Open Financial Exchange (OFX) institutions.
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You can set-up your own provider, or import a list of supported providers.
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https://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.
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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 online bank statements provider:
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#. Go to *Invoicing > Configuration > Online Bank Statement Providers*
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#. Create a provider and configure provider-specific settings.
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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.
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**NOTE**: To access these features, user needs to belong to
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*Show Full Accounting Features* group.
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Usage
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=====
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Journals*
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#. Select specific bank accounts
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click *Pull*
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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_online_ofx%0Aversion:%2016.0%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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Contributors
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~~~~~~~~~~~~
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* `ForgeFlow <https://www.forgeflow.com/>`__
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* Jasmin Solanki <jasmin.solanki@forgeflow.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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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_ofx>`_ 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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