CRM BANT Qualification
by KMEE https://github.com/KMEE/kmee-odoo-addons , Odoo Community Association (OCA) https://github.com/KMEE/kmee-odoo-addons| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 391 |
| Technical Name |
crm_bant |
| License | LGPL-3 |
| Website | https://github.com/KMEE/kmee-odoo-addons |
CRM BANT Qualification
It allows you to reverse transactions from debit to credit and vice versa, and also ignore the balance.
Table of contents
Use Cases / Context
Some customers use OFX files converted from PDF files which have some problems. Two possible anomalies are: - Transactions that should be credit are saved as debit and vice versa. - The balance in the OFX file is not consistent with reality.
Configuration
To configure this module, you need to:
- Go to *Accounting > Configuration > Journals.
- Inside the bank account journal, in the Advanced Settings tab, check the Reverse Balance Of Entries OFX and Ignore OFX Balance fields.
Usage
To use this module, you need to:
- Go to Account.
- Click on the Import(OCA) button for the bank account.
- Click on the UPLOAD YOUR FILE button and select the file.
- Click on the IMPORT AND VIEW button.
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
- KMEE
Contributors
- Tiago Amaral tiago.amaral@kmee.com.br
Maintainers
This module is part of the KMEE/kmee-odoo-addons project on GitHub.
You are welcome to contribute.
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