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43 lines
2.5 KiB
HTML
<!-- Generated from README.rst: edit the README, not this file. -->
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<div class="section" id="ebics-scheduled-file-import">
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<h1>EBICS - Scheduled File Import</h1>
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<p><strong>Your statements arrive without anyone asking for them.</strong></p>
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<p>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.</p>
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<img alt="A downloaded camt.053 statement file in Odoo, ready to be processed" src="ebics_download.png" style="width: 100%;" />
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<p>Each run creates a <strong>Batch Import Log</strong>. When a file cannot be processed, the log is set to
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<em>error</em> and records why; when every file is processed, it is set to <em>done</em>. From the log,
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<strong>Reprocess</strong> retries the files still in draft until the errors are cleared. A log can also be
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set to <em>done</em> by hand, for instance after a file was processed on its own or the movements
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were entered manually.</p>
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<div class="section" id="configuration">
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<h2>Configuration</h2>
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<p>The scheduled action <strong>EBICS Batch Import</strong> is created <strong>inactive</strong> at installation, with a
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daily interval. Activate it in <em>Settings > Technical > Automation > Scheduled Actions</em> (developer
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mode), and adapt its interval if needed.</p>
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<p>It calls the following method, on all confirmed connections:</p>
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<pre class="literal-block">
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model._batch_import()
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</pre>
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<p>To limit it to some connections, pass their ids:</p>
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<pre class="literal-block">
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model._batch_import(ebics_config_ids=[1, 3])
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</pre>
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</div>
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<div class="section" id="part-of-the-ebics-suite">
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<h2>Part of the EBICS suite</h2>
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<p>This module extends <strong>EBICS Banking Protocol</strong> (<tt class="docutils literal">account_ebics</tt>), the EBICS implementation
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for Odoo developed and maintained by Noviat. Install it first:
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<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
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<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
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<a class="reference external" href="https://www.noviat.com/ebics">https://www.noviat.com/ebics</a></p>
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</div>
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<div class="section" id="credits">
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<h2>Credits</h2>
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<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, 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.</p>
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</div>
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</div>
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