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Import journal items into bank statement

Project description

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

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

Usage

  1. Go to Invoicing > Dashboard.
  2. Create a new bank statement from a bank journal.
  3. Click button “Import Journal Items”.
  4. Select filtering options.
  5. Click on button “Add All Move Lines” to auto-select the move lines matching the selected criteria or click on Add an item to manually select the move lines filtered by the criteria.
  6. Click on button “Create Statement Lines”.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

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.

Project details


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Filename, size & hash SHA256 hash help File type Python version Upload date
odoo11_addon_account_bank_statement_import_move_line-11.0.1.0.0.99.dev4-py2.py3-none-any.whl (40.4 kB) Copy SHA256 hash SHA256 Wheel py2.py3

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