Metadata-Version: 2.1
Name: odoo-addon-account_invoice_import
Version: 18.0.2.0.0.12
Requires-Python: >=3.10
Requires-Dist: factur-x>=7.9
Requires-Dist: odoo-addon-account_payment_unece==18.0.*
Requires-Dist: odoo-addon-account_tax_unece==18.0.*
Requires-Dist: odoo-addon-uom_unece==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Import supplier invoices/refunds as PDF or XML files
Home-page: https://github.com/OCA/edi
License: AGPL-3
Author: Akretion,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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   :alt: Odoo Community Association

======================
Account Invoice Import
======================

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This module has been started by lazy accounting users who hate enter
they vendor bills manually in Odoo. Almost all companies have several
vendor bills to enter regularly in the system from the same vendors:
phone bill, electricity bill, Internet access, train tickets, etc. Most
of these invoices are available as PDF. If we are able to automatically
extract from the PDF the required information to enter the invoice as
vendor bill in Odoo, then this module will create it automatically. To
know the full story behind the development of this module, read this
`blog
post <http://www.akretion.com/blog/akretions-christmas-present-for-the-odoo-community>`__.

In order to reliably extract the required information from the invoice,
two international standards exists to describe an Invoice in XML:

- `CII <http://tfig.unece.org/contents/cross-industry-invoice-cii.htm>`__
  (Cross-Industry Invoice) developped by
  `UN/CEFACT <http://www.unece.org/cefact>`__ (United Nations Centre for
  Trade Facilitation and Electronic Business),
- `UBL <http://ubl.xml.org/>`__ (Universal Business Language) which is
  an ISO standard (`ISO/IEC
  19845 <http://www.iso.org/iso/catalogue_detail.htm?csnumber=66370>`__)
  developped by `OASIS <https://www.oasis-open.org/>`__ (Organization
  for the Advancement of Structured Information Standards).

The `Factur-X <http://fnfe-mpe.org/factur-x/>`__ invoice standard embeds
a CII XML file inside the PDF invoice: this is the concept of hybrid
invoice.

This module has native support for UBL XML, CII XML and Factur-X. You
can install additional modules (for example
account_invoice_import_simple_pdf) to support other invoice formats.

Here is how the module works:

- the user starts a wizard and uploads the PDF or XML invoice,
- if it is an XML file, Odoo will parse it to create the invoice
- if it is a PDF file with an embedded XML file in Factur-X/CII format,
  Odoo will extract the embedded XML file and parse it to create the
  invoice,
- if there is already a draft supplier invoice for this supplier with
  the same invoice number, Odoo will display a warning,
- otherwise, Odoo will create a new draft vendor bill and attach the PDF
  or XML invoice file to it.

This module also works with vendor refunds.

**Table of contents**

.. contents::
   :local:

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

Go to the form view of the suppliers and configure it with the following
parameters:

- the *VAT Number* (this field is used by default when searching the
  supplier in the Odoo partner database)
- in the *Accounting* tab, set the *Invoice Import Configuration*.

You can configure a mail gateway to import invoices from an email:

- Go to the menu *Settings > Technical > Email > Incoming Mail Servers*
  and setup the access (POP or IMAP) to the mailbox that will be used to
  receive the invoices,
- In the section *Actions to perform on incoming mails*, set the field
  *Create a new record* to *Wizard to import supplier invoices/refunds*
  (model *account.invoice.import*).
- If you are in a multi-company setup, you also have to go to the menu
  *Invoicing > Configuration > Settings*: in the section *Invoice
  Import*, enter the email of the mailbox used to import invoices in the
  field *Mail Gateway: Destination E-mail* (it will be used to import
  the invoice in the proper company).

Usage
=====

Go to the menu *Invoicing > Vendors > Import Vendor Bill* and follow the
instructions of the wizard. You can also start the wizard from the
*Accounting Dashboard*: on the purchase journal, click on the *Upload*
button.

You can upload several invoice file at the same time.

Known issues / Roadmap
======================

- Remove dependency on *base_iban* and develop a separate glue module
  between this module and *base_iban*

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/edi/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/edi/issues/new?body=module:%20account_invoice_import%0Aversion:%2018.0%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
-------

* Akretion

Contributors
------------

- Alexis de Lattre <alexis.delattre@akretion.com>
- Andrea Stirpe <a.stirpe@onestein.nl>
- Nicolas JEUDY <https://github.com/njeudy>
- Yannick Vaucher <yannick.vaucher@camptocamp.com>
- Ronald Portier <ronald@therp.nl>
- Simone Orsi <simone.orsi@camptocamp.com>
- Michael Tietz (MT Software) <mtietz@mt-software.de>

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-alexis-via| image:: https://github.com/alexis-via.png?size=40px
    :target: https://github.com/alexis-via
    :alt: alexis-via

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

|maintainer-alexis-via| 

This module is part of the `OCA/edi <https://github.com/OCA/edi/tree/18.0/account_invoice_import>`_ project on GitHub.

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