Hello forum,
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.
Regards
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
1
Rispondi
4442
Visualizzazioni
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
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
2
gen 20
|
15812 | ||
|
16
ago 19
|
11097 | ||
|
1
gen 19
|
5876 | ||
|
5
giu 18
|
11370 | ||
|
0
set 17
|
2882 |
