l10n-switzerland-flectra/l10n_ch_bank_statement_import_postfinance
Raphael Ritter 14a109dc87 [ADD] l10n_ch_payment_slip
[ADD] l10n_ch_zip
[ADD] l10n_ch_bank_statement_import_postfinance
2021-07-16 16:21:21 +02:00
..
i18n [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
models [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
static [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
test_files [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
tests [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
views [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
wizards [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
__init__.py [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
__manifest__.py [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
COPYRIGHT [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
LICENSE [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00
README.rst [ADD] l10n_ch_payment_slip 2021-07-16 16:21:21 +02:00

.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
   :alt: License: AGPL-3

==================================
Import Postfinance bank statements
==================================

This module allows you to import Postfinance .tar.gz bank statements
including .xml statements and pictures of the ESR payment slips.
It currently supports the following file formats :

* XML format from Postfinance S.A.

Warning : this module requires the python library 'xlrd'.

Installation
============

To install this module, you need to add the statement import module into your
addons path, because it's based on the CAMT import module.
https://github.com/OCA/bank-statement-import

Configuration
=============

To configure this module, you need to ensure you have a bank account related to
your company that corresponds to imported statement.


If the statement is not in the same currency that company please ensure that
both journal and account have the currency (or secondary currency) properly
set to statement currency.

Usage
=====

To use this module, you need to:

#. Go to *Accounting* dashboard.
#. Click on *Import statement* from any of the bank journals.
#. Select a .tar.gz file from Postfinance.
#. Press *Import*.

Credits
=======

Contributors
------------    

* Nicolas Bessi <nicolas.bessi@camptocamp.com>
* Steve Ferry <steve.ferry1992@gmail.com>
* Emanuel Cino <ecino@compassion.ch>
* Emmanuel Mathier <emmanuel.mathier@gmail.com>