| Lines of Code | 929 |
| Technical name | viin_account_bank_statement_import |
| License | LGPL-3 |
| Website | https://viindoo.com/apps/app/18.0/viin_account_bank_statement_import |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Account Reconciliation Widget |
| Extensions | Import RJE Bank Statement |
Account Bank Statement Import
Import bank statements in CSV and XLSX
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Import bank statements in CSV and XLSX
Add bank statement to a bank journal Viindoo
Download an import sample template Viindoo
Add data to the import sample template
Upload bank statements file to Viindoo
Bank statements uploaded to Viindoo
See Account Bank Statement Import in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Account Bank Statement Import?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Works Great With These Modules
Extend Account Bank Statement Import with complementary Viindoo apps:
Import RJE Bank Statement
Import Bank Statement at RJE format
Module viin_account_bank_statement_import_rjeWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
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.
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.
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