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Import XLS files as Bank Statements in Odoo

Project description

Odoo Community Association

Bank Statement XLS Import

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runboat

This module allows you to import any XLS file in Odoo as bank statements.

Table of contents

Configuration

To create XLS statement sheet columns mapping:

  1. Open Invoicing > Configuration > Accounting > Statement Sheet Mappings

  2. Create mapping(s) according to your online banking software statement format

Usage

To use this module, you need to:

  1. Get statement in XLS from your online banking software

  2. Go to Odoo and and import the statement file, selecting corresponding format

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 project on GitHub.

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

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