mirror of
https://github.com/brain-tec/account_ebics.git
synced 2024-11-26 14:12:05 +00:00
[13.0]account_ebics 1.3.0 update README
This commit is contained in:
parent
b492becc4e
commit
9a82b0bbe9
@ -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
|
- account_bank_statement_import_helper
|
||||||
|
|
||||||
Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).
|
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
|
- fintech_register_users
|
||||||
|
|
||||||
The licensed EBICS user ids. It must be a string or a list of user ids.
|
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
|
You should NOT specify this parameter if your license is subsciption
|
||||||
based (with monthly recurring billing).
|
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.
|
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**
|
Go to **Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration**
|
||||||
|
|
||||||
Configure your EBICS configuration according to the contract with your bank.
|
Configure your EBICS configuration according to the contract with your bank.
|
||||||
|
@ -399,6 +399,15 @@ ul.auto-toc {
|
|||||||
<div class="line"><br /></div>
|
<div class="line"><br /></div>
|
||||||
</div>
|
</div>
|
||||||
<ul>
|
<ul>
|
||||||
|
<li><p class="first">account_bank_statement_import_camt_oca</p>
|
||||||
|
<p>Required to handle camt.052 and camt.054 files.</p>
|
||||||
|
<p>Cf. <a class="reference external" href="https://github.com/OCA/bank_statement_import">https://github.com/OCA/bank_statement_import</a></p>
|
||||||
|
</li>
|
||||||
|
</ul>
|
||||||
|
<div class="line-block">
|
||||||
|
<div class="line"><br /></div>
|
||||||
|
</div>
|
||||||
|
<ul>
|
||||||
<li><p class="first">account_bank_statement_import_helper</p>
|
<li><p class="first">account_bank_statement_import_helper</p>
|
||||||
<p>Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).</p>
|
<p>Required if you are processing bank statements with local bank account numbers (e.g. french CFONB files).</p>
|
||||||
<p>The import helper will match the local bank account number with the IBAN number specified on the Odoo Financial journal.</p>
|
<p>The import helper will match the local bank account number with the IBAN number specified on the Odoo Financial journal.</p>
|
||||||
@ -423,8 +432,8 @@ licensing parameters to the odoo server configuration file:</p>
|
|||||||
<ul class="simple">
|
<ul class="simple">
|
||||||
<li>fintech_register_users</li>
|
<li>fintech_register_users</li>
|
||||||
</ul>
|
</ul>
|
||||||
<p>The licensed EBICS user ids. It must be a string or a list of user ids.
|
<p>The licensed EBICS user ids. It must be a string or a list of user ids.</p>
|
||||||
You should NOT specify this parameter if your license is subsciption
|
<p>You should NOT specify this parameter if your license is subsciption
|
||||||
based (with monthly recurring billing).</p>
|
based (with monthly recurring billing).</p>
|
||||||
<div class="line-block">
|
<div class="line-block">
|
||||||
<div class="line"><br /></div>
|
<div class="line"><br /></div>
|
||||||
@ -446,6 +455,27 @@ fintech_register_users = USER1, USER2
|
|||||||
<h2>Configuration</h2>
|
<h2>Configuration</h2>
|
||||||
<p>Go to <strong>Settings > Users</strong></p>
|
<p>Go to <strong>Settings > Users</strong></p>
|
||||||
<p>Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.</p>
|
<p>Add the users that are authorised to maintain the EBICS configuration to the 'EBICS Manager' Group.</p>
|
||||||
|
<div class="line-block">
|
||||||
|
<div class="line"><br /></div>
|
||||||
|
</div>
|
||||||
|
<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS File Formats</strong></p>
|
||||||
|
<p>Check if the EBICS File formats that you want to process in Odoo are defined.</p>
|
||||||
|
<p>Most commonly used formats for which support is available in Odoo should be there already.</p>
|
||||||
|
<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>
|
||||||
|
<p>For File Formats of type 'Downloads' you can also specifiy a 'Download Process Method'.</p>
|
||||||
|
<p>This is the method that will be executed when hitting the 'Process' button on the downloaded file.</p>
|
||||||
|
<p>The following methods are currently available:</p>
|
||||||
|
<ul class="simple">
|
||||||
|
<li>cfonb120</li>
|
||||||
|
<li>camt.053</li>
|
||||||
|
<li>camt.052</li>
|
||||||
|
<li>camt.054</li>
|
||||||
|
</ul>
|
||||||
|
<p>All these methods require complimentary modules to be installed (cf. Installation section supra).</p>
|
||||||
|
<p>You'll get an error message when the required module is not installed on your Odoo instance.</p>
|
||||||
|
<div class="line-block">
|
||||||
|
<div class="line"><br /></div>
|
||||||
|
</div>
|
||||||
<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration</strong></p>
|
<p>Go to <strong>Accounting > Configuration > Miscellaneous > EBICS > EBICS Configuration</strong></p>
|
||||||
<p>Configure your EBICS configuration according to the contract with your bank.</p>
|
<p>Configure your EBICS configuration according to the contract with your bank.</p>
|
||||||
<div class="line-block">
|
<div class="line-block">
|
||||||
|
Loading…
Reference in New Issue
Block a user