======================
Import Statement Files
======================
..
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This module is the successor of the module
**account_bank_statement_import** that was part of Odoo Community until
Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf `this
commit <https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9>`__).
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.
This module has several additionnal feature:
- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic
in case of problem),
- improved error messages.
This module only provides the technical framework for the import of
statement files. You must also install the format-specific modules to
add support for the statement file formats that your banks/provide use.
For example, the OCA module **account_statement_import_ofx** will add
support for the OFX (Open Financial Exchange) file format. You will find
those modules in the OCA project
`bank-statement-import <https://github.com/OCA/bank-statement-import>`__
or, for the country-specific formats, in the OCA localization projects.
**Table of contents**
.. contents::
:local:
Usage
=====
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 **Import** button. Odoo will create a new bank
statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported
in Odoo, they will not be created a second time.
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.
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_file%0Aversion:%2017.0%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
-------
* Odoo SA
* Akretion
Contributors
------------
- Odoo S.A.
- Alexis de Lattre <alexis.delattre@akretion.com>
- Tecnativa - Pedro M. Baeza
- Sygel - Manuel Regidor
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/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "======================\nImport Statement Files\n======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:617132b3a1943c54ccad25dfc759a97108915b2d1f9d78c4c4ed5682358fdc4d\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png\n :target: https://odoo-community.org/page/development-status\n :alt: Mature\n.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png\n :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html\n :alt: License: LGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github\n :target: https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file\n :alt: OCA/bank-statement-import\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_file\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module is the successor of the module\n**account_bank_statement_import** that was part of Odoo Community until\nOdoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf `this\ncommit <https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9>`__).\nWe decided to change its name and the name of the wizard object it\nprovides in order to avoid a conflict with the Enterprise module.\n\nThis module has several additionnal feature:\n\n- support multi-account bank statement files,\n- attach the file to the bank statement (to facilitate the diagnostic\n in case of problem),\n- improved error messages.\n\nThis module only provides the technical framework for the import of\nstatement files. You must also install the format-specific modules to\nadd support for the statement file formats that your banks/provide use.\nFor example, the OCA module **account_statement_import_ofx** will add\nsupport for the OFX (Open Financial Exchange) file format. You will find\nthose modules in the OCA project\n`bank-statement-import <https://github.com/OCA/bank-statement-import>`__\nor, for the country-specific formats, in the OCA localization projects.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nTo import a statement file, go to the Invoicing dashboard: on a bank\njournal, you will see a button to import a statement. When you click on\nthat button, a wizard will start and it will show the list of the\nsupported file formats. Select the statement file that you want to\nimport and click on the **Import** button. Odoo will create a new bank\nstatement (or several if your statement file is a multi-account file).\n\nIf your statement file contains transactions that were already imported\nin Odoo, they will not be created a second time.\n\nIf the statement file contains information about the bank account number\nof the counter-part for some transactions (only a few statement file\nformats support that, in some countries) and that these bank account\nnumbers exists on partners in Odoo, the partners will be set on the\nrelated statement lines.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_file%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Odoo SA\n* Akretion\n\nContributors\n------------\n\n- Odoo S.A.\n- Alexis de Lattre <alexis.delattre@akretion.com>\n- Tecnativa - Pedro M. 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