Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
how can I import bank statements in odooV8 with default modules? Which module must I install?
I installed the module account_bank_statement_import for the version 8.0 but I don´t now, how can I use it.
First you have to set-up the bankaccount in Odoo properly.
It depends on fields of the bank statement download (csv).
You have to be sure about the account type and format of the accountnumber in the csv download.
If the normal bankaccountnumber is mentioned, not iban, than you have to set the bankaccounttype on Normal and you have to set the accountnumber on your normal number (not iban) in the bankaccount entry of odoo.
Download the statement from your bank en save it somewhere you like.
Then in odoo go to bankstatement, then press import and search for the csv you have saved. If you set up everything well, you should see the banktransactions
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 5/28/15, 9:26 AM|
|Seen: 798 times|
|Last updated: 6/1/15, 5:19 AM|