Import Bank Statement Lines from Excel/CSV file

by
Odoo 5

10.98

v 13.0 Third Party 247
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Odoo Apps Dependencies Invoicing (account)
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Lines of code 280
Technical Name bi_import_bank_statement_line
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 17.0 15.0 12.0 14.0 8.0 16.0 9.0 11.0 10.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 280
Technical Name bi_import_bank_statement_line
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 17.0 15.0 12.0 14.0 8.0 16.0 9.0 11.0 10.0 13.0

Import Bank Statement Lines from Excel/CSV file Odoo Apps

Are you getting tired of adding bank or cash statement in Odoo manually for every month?. Don't worry this Odoo Apps help you on that. Normally Bank provides the bank statement in different format or you can download bank statement on CSV or Excel file .Right now Odoo doesn't provide feature to import account bank statement line easily. Our Import bank statement line accounting Odoo apps provides very quick step by cost effective solutions. After installing this apps you can easily import bank statement lines, cash statement lines , cash register in Odoo from CSV or Excel file.

If you want to import multiple bank statement from single file, please check below Odoo apps.
Import multiple bank statement Odoo App.

Multi Language Translation Available

We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.

English Arabic French Spanish Dutch

Features

Import Accounting Data

Import bank statement lines

CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

Import Bank Statement Lines

Data File Sample.

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.
NOTES
- Notes for the Bank Statement.
ACCOUNT NUMBER
- Account Number for the Bank Statement.
DAYS
- Days for the Bank Statement.

Accounting Dashboard.

Click on Create Statement link to create account bank statement.

Click on Add Lines button to import bank statement lines

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.

User can download sample file to import bank statement lines by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Import Bank Statement Lines View.

After importing CSV/XLS you can see the imported bank statement lines under Transactions tab.

Warning/Validation.

1. It will generate error if you not define Date field value while importing data.

2. It will generate error if you not define Memo 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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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 ticket@browseinfo.in or raise a ticket on support.

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