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<head> | ||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> | ||
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> | ||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" /> | ||
<title>Import Statement Files</title> | ||
<style type="text/css"> | ||
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customize this style sheet. | ||
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-14-0/bank-statement-import-14-0-account_statement_import"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> | ||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-statement-import-14-0/bank-statement-import-14-0-account_statement_import"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This module is the successor of the module <strong>account_bank_statement_import</strong> that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf <a class="reference external" href="https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9">this commit</a>). We decided to change its name and the name of the wizard object it provides in order to avoid a conflict with the Enterprise module.</p> | ||
<p>This module has several additionnal feature:</p> | ||
<ul class="simple"> | ||
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@@ -379,56 +381,56 @@ <h1 class="title">Import Statement Files</h1> | |
<p><strong>Table of contents</strong></p> | ||
<div class="contents local topic" id="contents"> | ||
<ul class="simple"> | ||
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> | ||
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> | ||
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> | ||
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li> | ||
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> | ||
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> | ||
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li> | ||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li> | ||
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul> | ||
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li> | ||
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li> | ||
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li> | ||
</ul> | ||
</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="usage"> | ||
<h1><a class="toc-backref" href="#id1">Usage</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1> | ||
<p>To import a statement file, go to the Invoicing dashboard: on a bank journal, you will see a button to import a statement. When you click on that button, a wizard will start and it will show the list of the supported file formats. Select the statement file that you want to import and click on the <strong>Import</strong> button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).</p> | ||
<p>If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.</p> | ||
<p>If the statement file contains information about the bank account number of the counter-part for some transactions (only a few statement file formats support that, in some countries) and that these bank account numbers exists on partners in Odoo, the partners will be set on the related statement lines.</p> | ||
</div> | ||
<div class="section" id="bug-tracker"> | ||
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1> | ||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>. | ||
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 | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<p>Do not contact contributors directly about support or help with technical issues.</p> | ||
</div> | ||
<div class="section" id="credits"> | ||
<h1><a class="toc-backref" href="#id3">Credits</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1> | ||
<div class="section" id="authors"> | ||
<h2><a class="toc-backref" href="#id4">Authors</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2> | ||
<ul class="simple"> | ||
<li>Odoo SA</li> | ||
<li>Akretion</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="contributors"> | ||
<h2><a class="toc-backref" href="#id5">Contributors</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2> | ||
<ul class="simple"> | ||
<li>Odoo S.A.</li> | ||
<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>></li> | ||
<li>Tecnativa - Pedro M. Baeza</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="maintainers"> | ||
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2> | ||
<p>This module is maintained by the OCA.</p> | ||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
<p>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.</p> | ||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> | ||
<p><a class="reference external" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p> | ||
<p><a class="reference external image-reference" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import">OCA/bank-statement-import</a> project on GitHub.</p> | ||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> | ||
</div> | ||
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