APPS
Account Bank Statement Import 15.0

Account Bank Statement Import

by Odoo SA Viindoo

3.5

$ 75.71 $ 75.71

v 15.0 4

Live Demo Demo Video

Technical name	viin_account_bank_statement_import
License	LGPL-3
Website	https://viindoo.com/apps/app/15.0/viin_account_bank_statement_import
Read description for	v 14.0 v 16.0
Required Apps	Discuss (mail) Invoicing (account)
Included Dependencies	Account Reconciliation Widget
Extensions	Import RJE Bank Statement

Description
Documentation
License

Generic Wizard to Import Bank Statements For Odoo CE as this feature was removed since Odoo 14.

Key Features

.CSV format (Comma Separated Values).
.XLSX format (Excel).
Ready for other to extends to support more formats.

Known Issues

Warning: To avoid conflicts in the process of using this Account Bank Statement Import Module , you must uninstall Odoo's Account Bank Statement Import if you are using it.

Editions Support

Community Edition

Installation

Navigate to Apps.
Search with keyword viin_account_bank_statement_import.
Press Install.

Instruction

Instruction video: Account Bank Statement Import

1. Download the import sample template and add bank statement information.

Navigate to Accounting > Dashboard, select a bank journal to import statement, press Import Statements and download the Import Sample CSV Template or Import Sample Excel Template.

Add bank statement to a bank journal Viindoo

Download an import sample template Viindoo

At this step, you need to add the data following the column order in the template. Be aware that you must keep and use the original date-time format pre-configured in the template.

2. Import bank statement to the system.

Once done adding data to the sample template, go to your system and press Select Files to upload this sample template to the system.

Press Upload to finish the importing process. On the bank statements view, review, and add any missing information to your statement, such as a description.

Now, you need to start the bank reconciliation process in the Accounting software.

This is an unofficial translation of the GNU Lesser General Public License into Vietnamese. It was not published by the Free Software Foundation, and does not legally state the distribution terms for software that uses the GNU LGPL - only the original English text of the GNU LGPL does that. However, we hope that this translation will help language speakers understand the GNU LGPL better.
GNU LESSER GENERAL PUBLIC LICENSE Version 3, 29 June 2007
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