odoo12-addon-account-bank-statement-import-online-ponto 12.0.1.1.0.99.dev3

Configuration

To configure online bank statements provider:

1. Go to Invoicing > Configuration > Bank Accounts

2. Open bank account to configure and edit it

3. Set Bank Feeds to Online

4. Select MyPonto.com as online bank statements provider in Online Bank Statements (OCA) section

5. Save the bank account

6. Click on provider and configure provider-specific settings.

or, alternatively:

1. Go to Invoicing > Overview

2. Open settings of the corresponding journal account

3. Switch to Bank Account tab

4. Set Bank Feeds to Online

5. Select MyPonto.com as online bank statements provider in Online Bank Statements (OCA) section

6. Save the bank account

7. Click on provider and configure provider-specific settings.

To obtain Login and Key:

1. Open MyPonto.com.

Check also account_bank_statement_import_online configuration instructions for more information.

Usage

To pull historical bank statements:

1. Go to Invoicing > Configuration > Bank Accounts

2. Select specific bank accounts

3. Launch Actions > Online Bank Statements Pull Wizard

4. Configure date interval and click Pull

If historical data is not needed, then just simply wait for the scheduled activity “Pull Online Bank Statements” to be executed for getting new transactions.

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

Maintainers

This module is maintained by the OCA.

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.