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Auto-download supplier invoices and import them

Project description

Beta License: AGPL-3 OCA/edi Translate me on Weblate Try me on Runboat

This module is the technical basis to automate the download of supplier invoices with Odoo. It must be used in combination with additionnal modules that add download backends. The technical name of these additionnal modules usually start with account_invoice_download_.

Table of contents

Installation

Don’t forget to choose and install additionnal account_invoice_download_ modules.

Configuration

The configuration takes place in the menu Invoicing > Configuration > Import Vendor Bills > Download Bills.

If you have several customer accounts with the same supplier, you need to create a Download Bill Configuration for each of them.

On each Download Bill Configuration, you will need to:

  • select an Invoice Import Configuration,

  • select a backend (the list of available backends will depend on the additionnal account_invoice_download_ modules that you have installed),

  • a download method: Manual or Automatic.

If you select Automatic as Download Method, you will have to enter the credentials of your account (login and password usually). If you select Manual as Download Method and you don’t want to enter the credentials of your account, they will be prompted on each manual download run in Odoo. You can also choose to enter your login and not your password; in this case, only your password will be prompted on each manual download run.

If you have selected Automatic as Download Method on some accounts, make sure that the scheduled action Vendor Bills Auto-Download is active and has a daily frequency.

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

  • Akretion

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.

Current maintainer:

alexis-via

This module is part of the OCA/edi project on GitHub.

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

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