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52 lines
2.0 KiB
ReStructuredText
52 lines
2.0 KiB
ReStructuredText
=============================
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EBICS - Scheduled 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 scheduled action that downloads and processes the EBICS files of every
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confirmed connection. This is what turns EBICS from a manual download into something your
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morning no longer depends on.
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.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/16.0/account_ebics_batch/static/description/ebics_download.png
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:alt: A downloaded camt.053 statement file in Odoo, ready to be processed
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:width: 100%
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Each run creates a **Batch Import Log**. When a file cannot be processed, the log is set to
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*error* and records why; when every file is processed, it is set to *done*. From the log,
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**Reprocess** retries the files still in draft until the errors are cleared. A log can also be
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set to *done* by hand, for instance after a file was processed on its own or the movements
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were entered manually.
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Configuration
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=============
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The scheduled action **EBICS Batch Import** is created **inactive** at installation, with a
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daily interval. Activate it in *Settings > Technical > Automation > Scheduled Actions* (developer
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mode), and adapt its interval if needed.
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It calls the following method, on all confirmed connections::
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model._batch_import()
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To limit it to some connections, pass their ids::
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model._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 **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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