Import OFX Bank Statement by ACCTID
by Escodoo https://github.com/OCA/bank-statement-import , Odoo Community Association (OCA) https://github.com/OCA/bank-statement-import| Availability |
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| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 966 |
| Technical Name |
account_statement_import_ofx_by_acctid |
| License | AGPL-3 |
| Website | https://github.com/OCA/bank-statement-import |
| Versions | 14.0 16.0 |
Import OFX Bank Statement by ACCTID
Adds an OFX ACCTID field to bank accounts and makes the OFX import engine match statements by this value, falling back to Account Number only when the field is empty. Fixes mismatches when the <ACCTID> in the file differs from the usual account number saved in Odoo.
Table of contents
Usage
- Go to Contacts → Configuration → Bank Accounts.
- Fill OFX ACCTID exactly as it appears in your OFX files.
- Import statements normally—the mapping now uses this field first.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Escodoo
Contributors
- Escodoo:
- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
- Douglas Custódio <douglas.custodio@escodoo.com.br>
- Augusto Lisboa <augusto.lisboa@escodoo.com.br>
- Engenere:
- Antônio S. P. Neto <neto@engenere.one>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/bank-statement-import project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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