Import Bank Statement

by
Odoo
v 16.0 Third Party 470
Download for v 16.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 12627
Technical Name import_bank_statement_odoo
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 16.0 15.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 12627
Technical Name import_bank_statement_odoo
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 16.0 15.0 17.0
Community

Import Bank Statement

Import Bank Statement in csv, xlsx, ofx and qif File Format.

Explore This Module

Overview Learn more about this module
Configuration View configuration of this module
Features View features of this module
Screenshots View screenshots for this module

Overview

Import Bank Statement allows to import bank statement in different format. Using this module we can import statement in csv, xlsx, ofx and qif format.

Configuration

Need to install the following python packages. 1. openpyxl (sudo pip install openpyxl) 2. ofxparse (pip install ofxparse) 3. qifparse (pip install qifparse)

Features

Import CSV File Format.
Import XLSX File Format.
Import OFX File Format.
Import QIF File Format.

Screenshots

Import Button

A quick option to import bank statement.

Import Wizard

A wizard that allows user to upload file.

Bank Statement View

After importing the file user can view the statements that imported.

(The example format for csv, xlsx, ofx and qif are added in screenshots folder in the module.)

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Update and test
by
Jose C
on 2/3/24, 3:02 PM

Thanks a lot for update, now I got import without parnert.

I updated and test and looks all is fine, (restart server too). But after one day when i use again, ask me for "partnert", when use excel file. When use qif file i can import normally. Another case, when import in "memo" or detail always say is "qif file", all lines, instead show the memo or details. Maybe i am doing something wrong? thanks
by
Jose C
on 2/7/24, 12:42 PM


Can v16 work for v17?
by
Nubita Documentation
on 1/7/24, 5:28 PM


Re: Can v16 work for v17?
by
Cybrosys Technologies
on 1/7/24, 11:13 PM Author

No, v17 is in the development stage. Will be out as soon as possible

Great
by
Jose C
on 11/17/23, 1:09 PM

Working in Odoo16. 

Only i no find how to import lines without customer

Re: Great
by
Cybrosys Technologies
on 12/13/23, 6:17 AM Author

Thanks for reporting. We have updated the module. Please get the latest version.