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78 lines
2.2 KiB
ReStructuredText
78 lines
2.2 KiB
ReStructuredText
.. 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 automated file import
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===========================
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**Your statements arrive without anyone asking for them.**
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This module adds a cron job that downloads and processes EBICS files automatically, on all
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confirmed EBICS connections. This is what turns EBICS from a manual download into
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something your morning no longer depends on.
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A Log is created during the import in order to document import errors.
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If errors have been detected, the Batch Import Log state is set to 'error'.
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When all EBICS Files have been imported correctly, the Batch Import Log state is set to 'done'.
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The user can reprocess the imported EBICS files in status 'draft' via the Log object 'REPROCESS' button until all errors have been cleared.
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As an alternative, the user can force the Batch Import Log state to 'done'
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(e.g. when the errors have been circumvented via manual encoding or the reprocessing of a single EBICS file).
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Configuration
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=============
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Adapt the 'EBICS Batch Import' ir.cron job created during the module installation.
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The cron job calls the following python method:
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.. code-block:: python
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_batch_import()
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The EBICS download will be performed on all confirmed EBICS connections.
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You can limit the automated operation to a subset of your EBICS connections via the ebics_config_ids parameter, e.g.
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.. code-block:: python
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_batch_import(ebics_config_ids=[1,3])
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Part of the EBICS suite
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=======================
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This module extends **account_ebics**, the EBICS banking protocol implementation for Odoo,
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developed and maintained by `Noviat <https://www.noviat.com>`_ since 2015.
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Start with account_ebics if you have not installed it yet:
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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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`noviat.com/ebics <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>`_, an Odoo partner in Belgium
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specialised in accounting and finance since 2009. We configure the connection with your
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banks and support you through the first cycles.
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