Metadata-Version: 2.1
Name: odoo-addon-account_statement_import_move_line
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-account_statement_base==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Import journal items into bank statement
Home-page: https://github.com/OCA/bank-statement-import
License: AGPL-3
Author: Tecnativa, 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
Classifier: Development Status :: 5 - Production/Stable
Description-Content-Type: text/x-rst

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================================
Bank statement import move lines
================================

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This module adds a button to bank statement form view to open a wizard
to allow filtering, selecting and importing lines form journal items
into the bank statement.

**Table of contents**

.. contents::
   :local:

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

To configure this module, you need to:

1. Go to *Settings > Users & Companies > Groups*.
2. Search for the group *Show Full Accounting Features*.
3. Add the user who needs to use this function.

Usage
=====

Journal entries can be imported in two ways, from a new bank statement
or from an existing bank statement.

1. Go to Invoicing > Dashboard.
2. To import to a new statement, in the relevant bank journal click on
   ‘Import journal items’. To import from an existing bank statement,
   open the statement form and click on ‘Import journal items’.
3. Select the filtering options.
4. Click on the ‘Add all transaction lines’ button to automatically
   select the transaction lines matching the selected criteria or click
   on Add an item to manually select the transaction lines filtered by
   the criteria.
5. Click the ‘Create extract lines’ button.

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_move_line%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
-------

* Tecnativa

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

- `Tecnativa <https://www.tecnativa.com>`__:

  - Luis M. Ontalba
  - Victor M.M. Torres
  - João Marques
  - Ernesto García
  - Pilar Vargas

- Pedro Gonzalez <pegonzalezs@gmail.com>

Maintainers
-----------

This module is maintained by the OCA.

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   :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.

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

|maintainer-pedrobaeza| 

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/18.0/account_statement_import_move_line>`_ project on GitHub.

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