Import Multiple Bank Statement from Excel/CSV fileby BrowseInfo
Import Multiple Bank Statement from Excel/CSV file in Odoo
Are you getting tired of adding bank statement/transactions multiple in Odoo manually for every month? Normally Bank provides the bank statement in different format or you can download bank statement on CSV file too.Right now Odoo doesn't provide feature to import bank statement line easily. But now we provide that option with very quick step by cost effective apps. After installing this apps you can easily import bank statement lines, cash statement lines import bank data, Banking Transactions, cash register in Odoo.
User can import file.User are allowed to import file in bank statement.
Multiple bank statement can be addedWe can import multiple bank statement with multiple bank statement line.
Errors or warningsUsers can see errors it he/she tries to import wrong currenect file or wrong date file.
Opening and closing balance setupOpening and closing balance will be setup automatically according to Bank statement
- - Date of the Bank Statement.
- - Reference of the Bank Statement.
- - Customer name for the Bank Statement.
- - Memo for the Bank Statement.
- - Amount for the Bank Statement.
- - Currency for the Bank Statement.
Given below is the sample of import file.
Click on New Statement link to create account bank statement.
Import Bank Statement Lines wizard.
If you want to import details of bank statement lines from CSV/XLS you can also have option regarding this in import bank statement lines wizard.
Bank Statement Views
After importing CSV/XLS you can see the imported bank statement lines under Transactions tab. This is the view of Bank Statement Lines created from given data file.
It will generate error if you not define Date field value while importing data.
It will generate error if you not define Memo field value while importing data.
It will generate error if you enter wrong currency field value while importing data.
Before installing this module you have to install following packages in your system.
1.sudo pip install xlrd
2.sudo pip install xlwt
1.sudo apt-get install python-xlrd
2.sudo apt-get install python-xlwt
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on firstname.lastname@example.org or raise a ticket on support.
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