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@@ -17,19 +17,19 @@ Bank Statement TXT/CSV/XLSX Import | |
: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/16.0/account_statement_import_sheet_file | ||
:target: https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_sheet_file | ||
: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-16-0/bank-statement-import-16-0-account_statement_import_sheet_file | ||
:target: https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_sheet_file | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows you to import any TXT/CSV or XLSX file in Odoo as bank | ||
statements. | ||
This module allows you to import any TXT/CSV or XLSX file in Odoo as | ||
bank statements. | ||
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**Table of contents** | ||
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@@ -41,70 +41,73 @@ Configuration | |
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To create TXT/CSV/XLSX statement sheet columns mapping: | ||
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#. Open *Invoicing > Configuration > Accounting > Statement Sheet Mappings* | ||
#. Create mapping(s) according to your online banking software statement format | ||
1. Open *Invoicing > Configuration > Accounting > Statement Sheet | ||
Mappings* | ||
2. Create mapping(s) according to your online banking software statement | ||
format | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Get statement in TXT/CSV or XLSX from your online banking software | ||
#. Go to Odoo and and import the statement file, selecting corresponding format | ||
1. Get statement in TXT/CSV or XLSX from your online banking software | ||
2. Go to Odoo and and import the statement file, selecting corresponding | ||
format | ||
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Changelog | ||
========= | ||
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12.0.2.0.0 | ||
~~~~~~~~~~ | ||
---------- | ||
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* [BREAKING] New mapping, please review mappings after upgrade. | ||
* [BREAKING] Different bank accounts have to be used per each currency. | ||
* [ADD] Support for both Statement and Activity reports. | ||
* [ADD] Separate fee and currency exchange parsing. | ||
- [BREAKING] New mapping, please review mappings after upgrade. | ||
- [BREAKING] Different bank accounts have to be used per each currency. | ||
- [ADD] Support for both Statement and Activity reports. | ||
- [ADD] Separate fee and currency exchange parsing. | ||
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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 to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_sheet_file%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_sheet_file%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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Authors | ||
~~~~~~~ | ||
------- | ||
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* ForgeFlow | ||
* CorporateHub | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
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* Alexis de Lattre <[email protected]> | ||
* Sebastien BEAU <[email protected]> | ||
* Katherine Zaoral | ||
* Tecnativa (https://www.tecnativa.com) | ||
- Alexis de Lattre <[email protected]> | ||
- Sebastien BEAU <[email protected]> | ||
- Katherine Zaoral | ||
- Tecnativa (https://www.tecnativa.com) | ||
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* Vicent Cubells | ||
* Victor M.M. Torres | ||
* Víctor Martínez | ||
- Vicent Cubells | ||
- Victor M.M. Torres | ||
- Víctor Martínez | ||
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* ForgeFlow (https://www.forgeflow.com) | ||
- ForgeFlow (https://www.forgeflow.com) | ||
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* Jordi Ballester Alomar <[email protected]> | ||
* Miquel Raïch Regué <[email protected]> | ||
- Jordi Ballester Alomar <[email protected]> | ||
- Miquel Raïch Regué <[email protected]> | ||
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* `CorporateHub <https://corporatehub.eu/>`__ | ||
- `CorporateHub <https://corporatehub.eu/>`__ | ||
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* Alexey Pelykh <[email protected]> | ||
- Alexey Pelykh <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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This module is maintained by the OCA. | ||
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@@ -124,6 +127,6 @@ 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/16.0/account_statement_import_sheet_file>`_ project on GitHub. | ||
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_sheet_file>`_ 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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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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To create TXT/CSV/XLSX statement sheet columns mapping: | ||
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1. Open *Invoicing \> Configuration \> Accounting \> Statement Sheet | ||
Mappings* | ||
2. Create mapping(s) according to your online banking software | ||
statement format |
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account_statement_import_sheet_file/readme/CONTRIBUTORS.md
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- Alexis de Lattre \<<[email protected]>\> | ||
- Sebastien BEAU \<<[email protected]>\> | ||
- Katherine Zaoral | ||
- Tecnativa (<https://www.tecnativa.com>) | ||
- Vicent Cubells | ||
- Victor M.M. Torres | ||
- Víctor Martínez | ||
- ForgeFlow (<https://www.forgeflow.com>) | ||
- Jordi Ballester Alomar \<<[email protected]>\> | ||
- Miquel Raïch Regué \<<[email protected]>\> | ||
- [CorporateHub](https://corporatehub.eu/) | ||
- Alexey Pelykh \<<[email protected]>\> |
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account_statement_import_sheet_file/readme/CONTRIBUTORS.rst
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..._import_sheet_file/readme/DESCRIPTION.rst → ...t_import_sheet_file/readme/DESCRIPTION.md
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This module allows you to import any TXT/CSV or XLSX file in Odoo as bank | ||
statements. | ||
This module allows you to import any TXT/CSV or XLSX file in Odoo as | ||
bank statements. |
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## 12.0.2.0.0 | ||
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||
- \[BREAKING\] New mapping, please review mappings after upgrade. | ||
- \[BREAKING\] Different bank accounts have to be used per each | ||
currency. | ||
- \[ADD\] Support for both Statement and Activity reports. | ||
- \[ADD\] Separate fee and currency exchange parsing. |
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To use this module, you need to: | ||
|
||
1. Get statement in TXT/CSV or XLSX from your online banking software | ||
2. Go to Odoo and and import the statement file, selecting | ||
corresponding format |
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# generated from manifests external_dependencies | ||
chardet | ||
xlrd |