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====================== | ||
Online Bank Statements | ||
====================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github | ||
:target: https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online | ||
:alt: OCA/bank-statement-import | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/174/15.0 | ||
:alt: Try me on Runbot | ||
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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:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure online bank statements provider: | ||
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#. Go to *Invoicing > Configuration > Bank Accounts* | ||
#. Open bank account to configure and edit it | ||
#. Set *Bank Feeds* to *Online* | ||
#. Select online bank statements provider in *Online Bank Statements (OCA)* | ||
section | ||
#. Save the bank account | ||
#. Click on provider and configure provider-specific settings. | ||
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or, alternatively: | ||
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#. Go to *Invoicing > Overview* | ||
#. Open settings of the corresponding journal account | ||
#. Switch to *Bank Account* tab | ||
#. Set *Bank Feeds* to *Online* | ||
#. Select online bank statements provider in *Online Bank Statements (OCA)* | ||
section | ||
#. Save the bank account | ||
#. Click on provider and configure provider-specific settings. | ||
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If you want to allow empty bank statements to be created every time the | ||
information is pulled, you can check the option "Allow empty statements" | ||
at the provider configuration level. | ||
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**NOTE**: To access these features, user needs to belong to | ||
*Show Full Accounting Features* group. | ||
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Usage | ||
===== | ||
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To pull historical bank statements: | ||
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#. Go to *Invoicing > Configuration > Bank Accounts* | ||
#. Select specific bank accounts | ||
#. Launch *Actions > Online Bank Statements Pull Wizard* | ||
#. Configure date interval and click *Pull* | ||
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**NOTE**: To access these features, user needs to belong to | ||
*Show Full Accounting Features* group. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online%0Aversion:%2015.0%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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Authors | ||
~~~~~~~ | ||
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* CorporateHub | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `CorporateHub <https://corporatehub.eu/>`__ | ||
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* Alexey Pelykh <[email protected]> | ||
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* `Therp BV <https://therp.nl/>`__ | ||
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* Ronald Portier <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px | ||
:target: https://github.com/alexey-pelykh | ||
: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/15.0/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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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from . import models | ||
from . import wizards |
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# Copyright 2019-2020 Brainbean Apps (https://brainbeanapps.com) | ||
# Copyright 2020 CorporateHub (https://corporatehub.eu) | ||
# Copyright 2023 Therp BV (https://therp.nl) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Online Bank Statements", | ||
"version": "16.0.1.0.0", | ||
"author": "CorporateHub, Odoo Community Association (OCA)", | ||
"maintainers": ["alexey-pelykh"], | ||
"website": "https://github.com/OCA/bank-statement-import", | ||
"license": "AGPL-3", | ||
"category": "Accounting", | ||
"summary": "Online bank statements update", | ||
"depends": [ | ||
"account_statement_import_base", | ||
], | ||
"data": [ | ||
"data/account_statement_import_online.xml", | ||
"security/ir.model.access.csv", | ||
"security/online_bank_statement_provider.xml", | ||
"wizards/online_bank_statement_pull_wizard.xml", | ||
"views/actions.xml", | ||
"views/account_journal.xml", | ||
"views/online_bank_statement_provider.xml", | ||
], | ||
"installable": True, | ||
} |
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account_statement_import_online/data/account_statement_import_online.xml
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<?xml version="1.0" ?> | ||
<!-- | ||
Copyright 2019 Brainbean Apps (https://brainbeanapps.com) | ||
Copyright 2019 Dataplug (https://dataplug.io) | ||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
--> | ||
<odoo noupdate="1"> | ||
<record model="ir.cron" id="ir_cron_account_pull_online_bank_statements"> | ||
<field name="name">Pull Online Bank Statements</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">hours</field> | ||
<field name="numbercall">-1</field> | ||
<field name="state">code</field> | ||
<field name="nextcall">2019-01-01 00:10:00</field> | ||
<field name="doall" eval="False" /> | ||
<field | ||
name="model_id" | ||
ref="account_statement_import_online.model_online_bank_statement_provider" | ||
/> | ||
<field name="code">model._scheduled_pull()</field> | ||
</record> | ||
</odoo> |
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