MuK Bank Statement Import

by
Odoo
v 11.0 v 12.0 Third Party 3206
Download for v 12.0 Deploy on Odoo.sh Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 6089
Technical Name muk_account_bank_statement_import_sheet
LicenseLGPL-3
Websitehttp://www.mukit.at
Versions 11.0 12.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 6089
Technical Name muk_account_bank_statement_import_sheet
LicenseLGPL-3
Websitehttp://www.mukit.at
Versions 11.0 12.0

MuK Bank Statement Import

CSV/XLS/XLSX/ODS Import Wizard

MuK IT GmbH - www.mukit.at

Overview

Import bank statements from a variety of formats directly into Odoo. The fields "date", "name" and "amount" are mandatory, but can be assigned to any column using the wizard. The Balance field can be used to set the start and end balance. To set the start balance correctly, no amount must be entered in the first line. It is best to use the corresponding test files as a template.

Our Services

Odoo
Implementation

Odoo
Integration

Odoo
Customization

Odoo
Development

Odoo
Support

Help and Support

Feel free to contact us, if you need any help with your Odoo integration or addiontal features.
Website Contact Us Issues

MuK Bank Statement Import

Import bank statements from a variety of formats directly into Odoo. The fields "date", "name" and "amount" are mandatory, but can be assigned to any column using the wizard. The Balance field can be used to set the start and end balance. To set the start balance correctly, no amount must be entered in the first line. It is best to use the corresponding test files as a template.

Installation

To install this module, you need to:

Download the module and add it to your Odoo addons folder. Afterward, log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the "Update Apps List" link. Now install the module by clicking on the install button.

Another way to install this module is via the package management for Python (PyPI).

To install our modules using the package manager make sure odoo-autodiscover is installed correctly. Then open a console and install the module by entering the following command:

pip install --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

The module name consists of the Odoo version and the module name, where underscores are replaced by a dash.

Module:

odoo<version>-addon-<module_name>

Example:

sudo -H pip3 install --extra-index-url https://nexus.mukit.at/repository/odoo/simple odoo11-addon-muk-utils

Once the installation has been successfully completed, the app is already in the correct folder. Log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the "Update Apps List" link. Now install the module by clicking on the install button.

The biggest advantage of this variant is that you can now also update the app using the "pip" command. To do this, enter the following command in your console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo. The steps are the same as for the installation only the button has changed from "Install" to "Upgrade".

You can also view available Apps directly in our repository and find a more detailed installation guide on our website.

For modules licensed under OPL-1, you will receive access data when you purchase the module. If the modules were not purchased directly from MuK IT please contact our support (support@mukit.at) with a confirmation of purchase to receive the corresponding access data.

Upgrade

To upgrade this module, you need to:

Download the module and add it to your Odoo addons folder. Restart the server and log on to your Odoo server. Select the Apps menu and upgrade the module by clicking on the upgrade button.

If you installed the module using the "pip" command, you can also update the module in the same way. Just type the following command into the console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo, just like you would normally.

Configuration

No additional configuration is needed to use this module.

Usage

Go to your Accounting Dashboard and click on "Import Statement" in your Bank Journal.

Credits

Contributors

Images

Some pictures are based on or inspired by the icon set of Font Awesome:

  • Font Awesome

Author & Maintainer

This module is maintained by the MuK IT GmbH.

MuK IT is an Austrian company specialized in customizing and extending Odoo. We develop custom solutions for your individual needs to help you focus on your strength and expertise to grow your business.

If you want to get in touch please contact us via mail (sale@mukit.at) or visit our website (https://mukit.at).

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.
by
Terence Faul
on 10/17/19, 4:43 AM

Hi Can you tell me if this module will be upgraded to v13


Where can I download the templates?
by
Jan Navarro
on 5/2/19, 3:49 AM

This app is great but cannot find the Import Templates. Can you please help? Thanks.


There are no comments yet!