Configuration

To configure this module, you need to:

1. Go to Settings > Users & Companies > Users.
2. Open the user that needs to use this feature.
3. Mark the check Show Full Accounting Features.

Usage

Journal entries can be imported in two ways, from a new bank statement or from an existing bank statement.

1. Go to Invoicing > Dashboard.
2. To import to a new statement, in the relevant bank journal click on ‘Import journal items’. To import from an existing bank statement, open the statement form and click on ‘Import journal items’.
3. Select the filtering options.
4. Click on the ‘Add all transaction lines’ button to automatically select the transaction lines matching the selected criteria or click on Add an item to manually select the transaction lines filtered by the criteria.
5. Click the ‘Create extract lines’ button.

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

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.

Current maintainer:

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.