===========================
Online Bank Statements: OFX
===========================
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This module provides online bank statements from Open Financial Exchange (OFX) institutions.
You can set-up your own provider, or import a list of supported providers.
https://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Online Bank Statement Providers*
#. Create a 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 > Journals*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*
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_ofx%0Aversion:%2016.0%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
~~~~~~~
* ForgeFlow
Contributors
~~~~~~~~~~~~
* `ForgeFlow <https://www.forgeflow.com/>`__
* Jasmin Solanki <jasmin.solanki@forgeflow.com>
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.
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_ofx>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===========================\nOnline Bank Statements: OFX\n===========================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:e6ebad00d6c39c92584c6ee76b5deae328742e8a81229971ce4ca37d2f1e4cb1\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-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/16.0/account_statement_import_online_ofx\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-16-0/bank-statement-import-16-0-account_statement_import_online_ofx\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=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module provides online bank statements from Open Financial Exchange (OFX) institutions.\nYou can set-up your own provider, or import a list of supported providers.\nhttps://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure online bank statements provider:\n\n#. Go to *Invoicing > Configuration > Online Bank Statement Providers*\n#. Create a provider and configure provider-specific settings.\n\nIf you want to allow empty bank statements to be created every time the\ninformation is pulled, you can check the option \"Allow empty statements\"\nat the provider configuration level.\n\n**NOTE**: To access these features, user needs to belong to\n*Show Full Accounting Features* group.\n\nUsage\n=====\n\nTo pull historical bank statements:\n\n#. Go to *Invoicing > Configuration > Journals*\n#. Select specific bank accounts\n#. Launch *Actions > Online Bank Statements Pull Wizard*\n#. Configure date interval and click *Pull*\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_online_ofx%0Aversion:%2016.0%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* ForgeFlow\n\nContributors\n~~~~~~~~~~~~\n\n* `ForgeFlow <https://www.forgeflow.com/>`__\n\n * Jasmin Solanki <jasmin.solanki@forgeflow.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_ofx>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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