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[IMP] account_ebics - rework readme
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@@ -1,24 +1,52 @@
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.. image:: https://img.shields.io/badge/license-LGPL--3-blue.png
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:target: https://www.gnu.org/licenses/lgpl
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:alt: License: LGPL-3
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========================================
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EBICS - Batch Payments (Odoo Enterprise)
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========================================
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==============================
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Upload Batch Payment via EBICS
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==============================
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**Send a payment batch to the bank from Odoo, without touching a file.**
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This module allows to upload a Batch Payment to the bank via the EBICS protocol.
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This module lets you upload an Odoo Enterprise batch payment to the bank over EBICS. You
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validate the batch, Odoo generates the payment file in the format the bank expects and
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submits it. Nothing is exported to a folder and nothing is uploaded to a portal, which also
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means nothing can be altered on the way.
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.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics_batch_payment/static/description/ebics_upload.png
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:alt: Uploading a payment file over EBICS, with the test mode option
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:width: 100%
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Installation
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============
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This module depends upon the following modules:
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This module depends on:
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- account_ebics (cf. https://github.com/Noviat/account_ebics)
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- account_ebics_oe (cf. https://github.com/Noviat/account_ebics)
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- account_batch_payment (Odoo Enterprise)
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- ``account_ebics`` (https://github.com/Noviat/account_ebics);
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- ``account_batch_payment`` (Odoo Enterprise).
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Configuration
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=============
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On the bank journal, in the incoming and outgoing payment methods, set the **EBICS File
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Format** used for each payment method, for example pain.001 for SEPA credit transfers and
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pain.008 for direct debits. Only the formats of the journal's active EBICS connections are
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offered.
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Usage
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=====
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Create your Batch Payment and generate the bank file.
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Upload the generated file via the 'EBICS Upload' button on the batch payment.
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Validate the batch payment, then click **EBICS Upload**.
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Part of the EBICS suite
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=======================
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This module extends **EBICS Banking Protocol** (``account_ebics``), the EBICS implementation
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for Odoo developed and maintained by Noviat. Install it first:
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https://github.com/Noviat/account_ebics
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What EBICS is and what it changes, in plain language, with screen recordings of the flow:
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https://www.noviat.com/ebics
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Credits
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=======
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Developed and maintained by `Noviat <https://www.noviat.com>`_, Odoo integrator in Belgium,
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specialised in accounting and finance since 2009. We configure the connection with your banks
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and support you through the first cycles.
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@@ -2,7 +2,8 @@
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# License LGPL-3 or later (https://www.gnu.org/licenses/lgpl).
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{
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"name": "Upload Batch Payment via EBICS",
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"name": "EBICS - Batch Payments (Odoo Enterprise)",
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"summary": "Send an Odoo Enterprise batch payment to the bank over EBICS",
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"version": "19.0.1.2.0",
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"license": "LGPL-3",
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"author": "Noviat",
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@@ -13,5 +14,5 @@
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"views/account_journal_views.xml",
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"views/account_batch_payment_views.xml",
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],
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<a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
|
||||
<div class="section" id="upload-batch-payment-via-ebics">
|
||||
<h1>Upload Batch Payment via EBICS</h1>
|
||||
<p>This module allows to upload a Batch Payment to the bank via the EBICS protocol.</p>
|
||||
<!-- Generated from README.rst: edit the README, not this file. -->
|
||||
<div class="section" id="ebics-batch-payments-odoo-enterprise">
|
||||
<h1>EBICS - Batch Payments (Odoo Enterprise)</h1>
|
||||
<p><strong>Send a payment batch to the bank from Odoo, without touching a file.</strong></p>
|
||||
<p>This module lets you upload an Odoo Enterprise batch payment to the bank over EBICS. You
|
||||
validate the batch, Odoo generates the payment file in the format the bank expects and
|
||||
submits it. Nothing is exported to a folder and nothing is uploaded to a portal, which also
|
||||
means nothing can be altered on the way.</p>
|
||||
<img alt="Uploading a payment file over EBICS, with the test mode option" src="ebics_upload.png" style="width: 100%;" />
|
||||
<div class="section" id="installation">
|
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<h2>Installation</h2>
|
||||
<p>This module depends upon the following modules:</p>
|
||||
<p>This module depends on:</p>
|
||||
<ul class="simple">
|
||||
<li>account_ebics (cf. <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>)</li>
|
||||
<li>account_ebics_oe (cf. <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>)</li>
|
||||
<li>account_batch_payment (Odoo Enterprise)</li>
|
||||
<li><tt class="docutils literal">account_ebics</tt> (<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>);</li>
|
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<li><tt class="docutils literal">account_batch_payment</tt> (Odoo Enterprise).</li>
|
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</ul>
|
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</div>
|
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<div class="section" id="configuration">
|
||||
<h2>Configuration</h2>
|
||||
<p>On the bank journal, in the incoming and outgoing payment methods, set the <strong>EBICS File
|
||||
Format</strong> used for each payment method, for example pain.001 for SEPA credit transfers and
|
||||
pain.008 for direct debits. Only the formats of the journal's active EBICS connections are
|
||||
offered.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h2>Usage</h2>
|
||||
<p>Create your Batch Payment and generate the bank file.
|
||||
Upload the generated file via the 'EBICS Upload' button on the batch payment.</p>
|
||||
<p>Validate the batch payment, then click <strong>EBICS Upload</strong>.</p>
|
||||
</div>
|
||||
<div class="section" id="part-of-the-ebics-suite">
|
||||
<h2>Part of the EBICS suite</h2>
|
||||
<p>This module extends <strong>EBICS Banking Protocol</strong> (<tt class="docutils literal">account_ebics</tt>), the EBICS implementation
|
||||
for Odoo developed and maintained by Noviat. Install it first:
|
||||
<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
|
||||
<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
|
||||
<a class="reference external" href="https://www.noviat.com/ebics">https://www.noviat.com/ebics</a></p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h2>Credits</h2>
|
||||
<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, Odoo integrator in Belgium,
|
||||
specialised in accounting and finance since 2009. We configure the connection with your banks
|
||||
and support you through the first cycles.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in new issue
Block a user