Metadata-Version: 2.1
Name: odoo14-addon-account_statement_import_online
Version: 14.0.4.0.1.dev12
Summary: Online bank statements update
Home-page: https://github.com/OCA/bank-statement-import
Author: CorporateHub, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 14.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.6
Requires-Dist: odoo14-addon-account-statement-import-base
Requires-Dist: odoo14-addon-web-widget-dropdown-dynamic
Requires-Dist: odoo<14.1dev,>=14.0a

======================
Online Bank Statements
======================

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This module provides base for building online bank statements providers.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure online bank statements provider:

#. 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.

or, alternatively:

#. 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.

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.

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

Usage
=====

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

Bug Tracker
===========

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_online%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* CorporateHub

Contributors
~~~~~~~~~~~~

* `CorporateHub <https://corporatehub.eu/>`__

  * Alexey Pelykh <alexey.pelykh@corphub.eu>

* `Therp BV <https://therp.nl/>`__

  * Ronald Portier <ronald@therp.nl>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
    :target: https://github.com/alexey-pelykh
    :alt: alexey-pelykh

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexey-pelykh| 

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import_online>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
