l10n-switzerland-flectra/l10n_ch_base_bank/README.rst
2021-06-30 08:38:22 +02:00

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Switzerland - Bank type
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This addon extend the features of l10n_ch.
Most of the former features have been moved in l10n_ch module.
Features:
Improve UX with onchanges:
- automatically set bank based on clearing part of IBAN
- allow direct entry of l10n_ch_postal which will fill acc_number
- search invoices by ISR, with or without spaces
**Table of contents**
.. contents::
:local:
Usage
=====
In partner bank account the type will be discovered automatically.
* For IBAN accounts fill account number with IBAN.
* if the IBAN is an IBAN from PostFinance it will fill the Postal account number
* For Postal accounts:
* fill the account number with a postal account number 9 digits format (e.g. 10-8060-7).
* or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 10-8060-7).
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`)
* For ISR subscription numbers (postal account starting with 01 or 03):
* fill the account number with a postal account number 9 digits format (e.g. 01-23456-1).
* or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 01-23456-1).
It will automatically change the content of account number by adding "ISR" and the partner name to avoid
duplicates with partner using the same ISR subscription number owned by a bank (ISR-B).
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-switzerland/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 <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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Camptocamp
Contributors
~~~~~~~~~~~~
* Nicolas Bessi (Camptocamp)
* Vincent Renaville <vincent.renaville@camptocamp.com>
* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Paul Catinean <paulcatinean@gmail.com>
* Yannick Vaucher <yannick.vaucher@camptocamp.com>
* Akim Juillerat <akim.juillerat@camptocamp.com>
* Iryna Vyshnevska <i.vyshnevska@mobilunity.com>
* Simone Vanin <simone.vanin@agilebg.com>
Other credits
~~~~~~~~~~~~~
The development of this module has been financially supported by:
* Hasa SA
* Open Net SA
* Prisme Solutions Informatique SA
* Quod SA
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
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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/l10n-switzerland <https://github.com/OCA/l10n-switzerland/tree/14.0/l10n_ch_base_bank>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.