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Bank statement import in v9 Community

By
Ralph LAvaud
on 3/8/16, 5:46 PM 600 views

I am having a hard time importing bank statement in V9 community. Does anyone have quick guide or a file format which is known to work or maybe a module ?

1
Dovydas Bagdonas, UK
On 3/10/16, 6:02 AM

Hi Ralph. You could use my template for Bank statement import and see if it works for you:

https://docs.google.com/spreadsheets/d/1wqGok7Y4Iz2jxvz2-fT2VINMGahohUaXtxp4qx5w-z0/edit?usp=sharing

Great trying it now. The first column is the ID of the bank account correct?

Ralph LAvaud
on 3/10/16, 10:50 PM

Hi. First Column is the External ID of Bank Statement record (it's not mandatory, you can remove this column and Odoo will assign this ID automatically).

Theradome, Dovydas Bagdonas, UK
on 3/11/16, 4:30 AM
0
dago
On 6/20/16, 10:27 AM

Do you have any suggestion how to add the account code/category on your template in order for me not to label each transaction?

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Asked: 3/8/16, 5:46 PM
Seen: 600 times
Last updated: 6/20/16, 10:27 AM