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123 lines
4.2 KiB
ReStructuredText
123 lines
4.2 KiB
ReStructuredText
======================
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Online Bank Statements
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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:e94eb4a7b59111b3f11e1a0282444d5a455969986ebbd8bf1ac8be39b1d9e972
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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/17.0/account_statement_import_online
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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_online
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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 provides base for building online bank statements providers.
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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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1. Go to *Invoicing > Configuration > Online Bank Statement Providers*
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2. 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 *Show Full
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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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1. Go to *Invoicing > Configuration > Online Bank Statement Providers*
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2. Select a specific provider
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3. Click on *PULL ONLINE BANK STATEMENT*
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4. Configure date interval and click *Pull*
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**NOTE**: To access these features, user needs to belong to *Show Full
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Accounting Features* group.
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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%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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* CorporateHub
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Contributors
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------------
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- `CorporateHub <https://corporatehub.eu/>`__
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- Alexey Pelykh <alexey.pelykh@corphub.eu>
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- `Therp BV <https://therp.nl/>`__
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- Ronald Portier <ronald@therp.nl>
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Carolina Fernandez
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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-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
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:target: https://github.com/alexey-pelykh
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:alt: alexey-pelykh
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-alexey-pelykh|
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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_online>`_ 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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