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[13.0]account_ebics 1.3.0 update README
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@ -59,6 +59,14 @@ We also recommend to consider the installation of the following modules:
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- account_bank_statement_import_camt_oca
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Required to handle camt.052 and camt.054 files.
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Cf. https://github.com/OCA/bank_statement_import
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- account_bank_statement_import_helper
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- account_bank_statement_import_helper
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Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).
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Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).
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@ -87,6 +95,7 @@ The keycode of the licensed version.
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- fintech_register_users
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- fintech_register_users
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The licensed EBICS user ids. It must be a string or a list of user ids.
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The licensed EBICS user ids. It must be a string or a list of user ids.
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You should NOT specify this parameter if your license is subsciption
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You should NOT specify this parameter if your license is subsciption
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based (with monthly recurring billing).
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based (with monthly recurring billing).
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@ -110,6 +119,33 @@ Go to **Settings > Users**
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Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.
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Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.
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Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS File Formats**
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Check if the EBICS File formats that you want to process in Odoo are defined.
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Most commonly used formats for which support is available in Odoo should be there already.
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Please open an issue on https://github.com/Noviat/account_ebics to report missing EBICS File Formats.
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For File Formats of type 'Downloads' you can also specifiy a 'Download Process Method'.
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This is the method that will be executed when hitting the 'Process' button on the downloaded file.
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The following methods are currently available:
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- cfonb120
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- camt.053
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- camt.052
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- camt.054
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All these methods require complimentary modules to be installed (cf. Installation section supra).
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You'll get an error message when the required module is not installed on your Odoo instance.
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Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration**
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Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration**
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Configure your EBICS configuration according to the contract with your bank.
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Configure your EBICS configuration according to the contract with your bank.
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@ -399,6 +399,15 @@ ul.auto-toc {
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<div class="line"><br /></div>
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<div class="line"><br /></div>
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</div>
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</div>
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<ul>
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<ul>
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<li><p class="first">account_bank_statement_import_camt_oca</p>
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<p>Required to handle camt.052 and camt.054 files.</p>
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<p>Cf. <a class="reference external" href="https://github.com/OCA/bank_statement_import">https://github.com/OCA/bank_statement_import</a></p>
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</li>
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</ul>
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<div class="line-block">
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<div class="line"><br /></div>
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</div>
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<ul>
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<li><p class="first">account_bank_statement_import_helper</p>
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<li><p class="first">account_bank_statement_import_helper</p>
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<p>Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).</p>
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<p>Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).</p>
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<p>The import helper will match the local bank account number with the IBAN number specified on the Odoo Financial journal.</p>
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<p>The import helper will match the local bank account number with the IBAN number specified on the Odoo Financial journal.</p>
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@ -423,8 +432,8 @@ licensing parameters to the odoo server configuration file:</p>
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<ul class="simple">
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<ul class="simple">
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<li>fintech_register_users</li>
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<li>fintech_register_users</li>
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</ul>
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</ul>
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<p>The licensed EBICS user ids. It must be a string or a list of user ids.
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<p>The licensed EBICS user ids. It must be a string or a list of user ids.</p>
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You should NOT specify this parameter if your license is subsciption
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<p>You should NOT specify this parameter if your license is subsciption
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based (with monthly recurring billing).</p>
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based (with monthly recurring billing).</p>
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<div class="line-block">
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<div class="line-block">
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<div class="line"><br /></div>
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<div class="line"><br /></div>
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@ -446,6 +455,27 @@ fintech_register_users = USER1, USER2
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<h2>Configuration</h2>
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<h2>Configuration</h2>
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<p>Go to <strong>Settings > Users</strong></p>
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<p>Go to <strong>Settings > Users</strong></p>
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<p>Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.</p>
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<p>Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.</p>
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<div class="line-block">
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<div class="line"><br /></div>
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</div>
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<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS File Formats</strong></p>
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<p>Check if the EBICS File formats that you want to process in Odoo are defined.</p>
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<p>Most commonly used formats for which support is available in Odoo should be there already.</p>
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<p>Please open an issue on <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a> to report missing EBICS File Formats.</p>
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<p>For File Formats of type 'Downloads' you can also specifiy a 'Download Process Method'.</p>
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<p>This is the method that will be executed when hitting the 'Process' button on the downloaded file.</p>
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<p>The following methods are currently available:</p>
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<ul class="simple">
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<li>cfonb120</li>
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<li>camt.053</li>
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<li>camt.052</li>
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<li>camt.054</li>
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</ul>
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<p>All these methods require complimentary modules to be installed (cf. Installation section supra).</p>
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<p>You'll get an error message when the required module is not installed on your Odoo instance.</p>
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<div class="line-block">
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<div class="line"><br /></div>
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</div>
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<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration</strong></p>
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<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration</strong></p>
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<p>Configure your EBICS configuration according to the contract with your bank.</p>
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<p>Configure your EBICS configuration according to the contract with your bank.</p>
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<div class="line-block">
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<div class="line-block">
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