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123 lines
4.4 KiB
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123 lines
4.4 KiB
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=======================
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Switzerland - Bank type
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=======================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fl10n--switzerland-lightgray.png?logo=github
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:target: https://github.com/OCA/l10n-switzerland/tree/14.0/l10n_ch_base_bank
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:alt: OCA/l10n-switzerland
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/l10n-switzerland-14-0/l10n-switzerland-14-0-l10n_ch_base_bank
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/125/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This addon extend the features of l10n_ch.
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Most of the former features have been moved in l10n_ch module.
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Features:
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Improve UX with onchanges:
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- automatically set bank based on clearing part of IBAN
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- allow direct entry of l10n_ch_postal which will fill acc_number
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- search invoices by ISR, with or without spaces
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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In partner bank account the type will be discovered automatically.
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* For IBAN accounts fill account number with IBAN.
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* if the IBAN is an IBAN from PostFinance it will fill the Postal account number
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* For Postal accounts:
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* fill the account number with a postal account number 9 digits format (e.g. 10-8060-7).
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* or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 10-8060-7).
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Entering a postal number of 9 digits will auto-complete the bank with PostFinance. (You might create it if you haven't installed `l10n_ch_bank`)
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* For ISR subscription numbers (postal account starting with 01 or 03):
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* fill the account number with a postal account number 9 digits format (e.g. 01-23456-1).
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* or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 01-23456-1).
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It will automatically change the content of account number by adding "ISR" and the partner name to avoid
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duplicates with partner using the same ISR subscription number owned by a bank (ISR-B).
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-switzerland/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/l10n-switzerland/issues/new?body=module:%20l10n_ch_base_bank%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Camptocamp
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Contributors
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~~~~~~~~~~~~
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* Nicolas Bessi (Camptocamp)
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* Vincent Renaville <vincent.renaville@camptocamp.com>
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* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Paul Catinean <paulcatinean@gmail.com>
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* Yannick Vaucher <yannick.vaucher@camptocamp.com>
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* Akim Juillerat <akim.juillerat@camptocamp.com>
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* Iryna Vyshnevska <i.vyshnevska@mobilunity.com>
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* Simone Vanin <simone.vanin@agilebg.com>
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Hasa SA
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* Open Net SA
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* Prisme Solutions Informatique SA
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* Quod SA
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/l10n-switzerland <https://github.com/OCA/l10n-switzerland/tree/14.0/l10n_ch_base_bank>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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