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Import TXT/CSV or XLSX files as Bank Statements in Odoo

Project description

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

This module allows you to import the any TXT/CSV or XLSX file in Odoo as bank statements.

Table of contents

Configuration

  • Create or go to a bank journal where you want to import the txt statement.
  • Edit that journal and set a Txt map in Statement Import Map section in Advanced Settings tab.
  • Now you can import Text based statements in that journal.

Note: if existent Txt Map does not fit to your file to import, you can create another map in Invoicing > Configuration > Accounting > Statement Import Map.

You can import headers from any Txt file in Action > Create Map Lines and set every line with which field of statement have to match.

Usage

To use this module, you need to:

  1. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX 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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Eficent

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.

Project details


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