From 33af1820218971fe69e64fec16d5549df8f78599 Mon Sep 17 00:00:00 2001 From: Luc De Meyer Date: Sat, 5 Dec 2020 18:54:08 +0100 Subject: [PATCH] [13.0]account_ebics 1.3.0 update README --- account_ebics/README.rst | 36 +++++++++++++++++++++ account_ebics/static/description/index.html | 34 +++++++++++++++++-- 2 files changed, 68 insertions(+), 2 deletions(-) diff --git a/account_ebics/README.rst b/account_ebics/README.rst index 335db82..170918d 100644 --- a/account_ebics/README.rst +++ b/account_ebics/README.rst @@ -59,6 +59,14 @@ We also recommend to consider the installation of the following modules: | +- account_bank_statement_import_camt_oca + + Required to handle camt.052 and camt.054 files. + + Cf. https://github.com/OCA/bank_statement_import + +| + - account_bank_statement_import_helper Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files). @@ -87,6 +95,7 @@ The keycode of the licensed version. - fintech_register_users The licensed EBICS user ids. It must be a string or a list of user ids. + You should NOT specify this parameter if your license is subsciption based (with monthly recurring billing). @@ -110,6 +119,33 @@ Go to **Settings > Users** Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group. +| + +Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS File Formats** + +Check if the EBICS File formats that you want to process in Odoo are defined. + +Most commonly used formats for which support is available in Odoo should be there already. + +Please open an issue on https://github.com/Noviat/account_ebics to report missing EBICS File Formats. + +For File Formats of type 'Downloads' you can also specifiy a 'Download Process Method'. + +This is the method that will be executed when hitting the 'Process' button on the downloaded file. + +The following methods are currently available: + +- cfonb120 +- camt.053 +- camt.052 +- camt.054 + +All these methods require complimentary modules to be installed (cf. Installation section supra). + +You'll get an error message when the required module is not installed on your Odoo instance. + +| + Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration** Configure your EBICS configuration according to the contract with your bank. diff --git a/account_ebics/static/description/index.html b/account_ebics/static/description/index.html index ab15e10..42b8115 100644 --- a/account_ebics/static/description/index.html +++ b/account_ebics/static/description/index.html @@ -399,6 +399,15 @@ ul.auto-toc {

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