Import Multiple Bank Statement from Excel/CSV file

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Odoo          
v 12.0 Third Party

29.00 €

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Technical name bi_import_multiple_bank_statement
LicenseSee License tab
Websitehttp://www.browseinfo.in
Read description for v 11.0
Required Apps Invoicing (account)
Technical name bi_import_multiple_bank_statement
LicenseSee License tab
Websitehttp://www.browseinfo.in
Read description for v 11.0
Required Apps Invoicing (account)

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.

Features

User can import file.

User are allowed to import file in bank statement.

Multiple bank statement can be added

We can import multiple bank statement with multiple bank statement line.

Errors or warnings

Users can see errors it he/she tries to import wrong currenect file or wrong date file.

Opening and closing balance setup

Opening and closing balance will be setup automatically according to Bank statement
DATE
- Date of the Bank Statement.
REFERENCES
- Reference of the Bank Statement.
PARTNER
- Customer name for the Bank Statement.
MEMO
- Memo for the Bank Statement.
AMOUNT
- Amount for the Bank Statement.
CURRENCY
- Currency for the Bank Statement.

Given below is the sample of import file.


Accounting Dashboard

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.


Installation Guide

Before installing this module you have to install following packages in your system.

1.sudo pip install xlrd

2.sudo pip install xlwt

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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Free Support

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 sales@browseinfo.in or raise a ticket on support.

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