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66 lines
1.8 KiB
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66 lines
1.8 KiB
ReStructuredText
==================================
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Online Bank Statements: OFX
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==================================
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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 > Journals*
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#. Open bank journal to configure and edit it
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#. Set *Bank Feeds* to *Online*
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#. Select *OFX* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank journal
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#. Click on provider and configure provider-specific settings.
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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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Known issues / Roadmap
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======================
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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 smashing 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_paypal%0Aversion:%2014.0%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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