Import CSV/XLS/XLSX/ODS Bank Statement

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Odoo 1
v 11.0 Third Party 2179
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Technical name muk_account_bank_statement_import_sheet
LicenseAGPL-3
Websitehttp://www.mukit.at
Read description for v 12.0
Required Apps Invoicing (account)
Technical name muk_account_bank_statement_import_sheet
LicenseAGPL-3
Websitehttp://www.mukit.at
Read description for v 12.0
Required Apps Invoicing (account)

Import CSV/XLS/XLSX/ODS Bank Statement

Bank Statement Import Wizard

MuK IT GmbH - www.mukit.at

Overview

Import bank statements from a variety of formats directly into Odoo. The fields "date", "name" and "amount" are mandatory, but can be assigned to any column using the wizard. The Balance field can be used to set the start and end balance. To set the start balance correctly, no amount must be entered in the first line. It is best to use the corresponding test files as a template.

Demo

User:
apps
Password:
demo

Help and Support

Feel free to contact us, if you need any help with your Odoo integration or addiontal features.

MuK Import Bank Statement

Import bank statements from a variety of formats directly into Odoo. The fields "date", "name" and "amount" are mandatory, but can be assigned to any column using the wizard. The Balance field can be used to set the start and end balance. To set the start balance correctly, no amount must be entered in the first line. It is best to use the corresponding test files as a template.

Installation

To install this module, you need to:

Download the module and add it to your Odoo addons folder. Afterward, log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the "Update Apps List" link. Now install the module by clicking on the install button.

Another way to install this module is via the package management for Python (PyPI).

To install our modules using the package manager make sure odoo-autodiscover is installed correctly. Then open a console and install the module by entering the following command:

pip install --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

The module name consists of the Odoo version and the module name, where underscores are replaced by a dash.

Module:

odoo<version>-addon-<module_name>

Example:

sudo -H pip3 install --extra-index-url https://nexus.mukit.at/repository/odoo/simple odoo11-addon-muk-utils

Once the installation has been successfully completed, the app is already in the correct folder. Log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the "Update Apps List" link. Now install the module by clicking on the install button.

The biggest advantage of this variant is that you can now also update the app using the "pip" command. To do this, enter the following command in your console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo. The steps are the same as for the installation only the button has changed from "Install" to "Upgrade".

You can also view available Apps directly in our repository and find a more detailed installation guide on our website.

For modules licensed under OPL-1, you will receive access data when you purchase the module. If the modules were not purchased directly from MuK IT please contact our support (support@mukit.at) with a confirmation of purchase to receive the corresponding access data.

Upgrade

To upgrade this module, you need to:

Download the module and add it to your Odoo addons folder. Restart the server and log on to your Odoo server. Select the Apps menu and upgrade the module by clicking on the upgrade button.

If you installed the module using the "pip" command, you can also update the module in the same way. Just type the following command into the console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo, just like you would normally.

Configuration

No additional configuration is needed to use this module.

Usage

Go to your Accounting Dashboard and click on "Import Statement" in your Bank Journal.

Credits

Contributors

Author & Maintainer

This module is maintained by the MuK IT GmbH.

MuK IT is an Austrian company specialized in customizing and extending Odoo. We develop custom solutions for your individual needs to help you focus on your strength and expertise to grow your business.

If you want to get in touch please contact us via mail (sale@mukit.at) or visit our website (https://mukit.at).

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Please choose a rating from 1 to 5 for this module.
Odoo
Super App, but....
by on

The app itself works as it should but as soon i install it in odoo 11, the footer on the pdf report (for example quotation) get missing and didnt show up anymore. As soon i deinstall the app the footer is visible again on the reports


Odoo
Great app... Is this available for v10?
by on

This app is really needed for v10 CE. We need modules that can import .qif, .ofx, .csv, format files


Odoo
Very Nice, but version 10 is highly needed too.
by on

This is a very nice app, Please does the author have version 10CE Thanks