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Import Bank Statement Odoo17

by
Odoo
v 17.0 Third Party 1852
Download for v 17.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 10100
Technical Name import_bank_statement_odoo
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
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 10100
Technical Name import_bank_statement_odoo
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
Community

Import Bank Statement

Import Bank Statement in CSV, XLSX, OFX and QIF File Format.

Key Highlights

Import CSV File Format.

Import XLSX File Format.

Import OFX File Format.

Import QIF File Format.

A quick option to import bank statement.

A wizard that allows user to upload file.

After importing the file user can view the statements that imported. (The example format for csv, xlsx, ofx and qif are added in screenshots folder in the module.)

  • Import CSV File Format.
  • Import XLSX File Format.
  • Import OFX File Format.
  • Import QIF File Format.
Version 17.0.1.0.0|Released on:6th Feb 2024

Initial commit for Import Bank Statement

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Any plans to update for v18?
by
Juil
on 12/20/24, 9:24 PM


Re: Any plans to update for v18?
by
Cybrosys Technologies
on 12/23/24, 12:08 AM Author

Migration is in progress. Will release after completed.


by
Charles Offiah
on 9/8/24, 10:09 AM

Validation Error


Account name is not set

Re:
by
Cybrosys Technologies
on 9/11/24, 3:53 AM Author

Please check the file format.


CSV Format
by
Alex Pennington
on 8/17/24, 8:46 PM

Where are the formats for the CSV import described?

Re: CSV Format
by
Cybrosys Technologies
on 8/20/24, 1:08 AM Author

The format for the CSV file is described in the folder named screenshots.

static -> description -> assets -> screenshots 

File name is statement.csv


Validation Error
by
abajoo
on 8/14/24, 10:25 PM


The following message appears when I try to use the app:


“Table name 'account_common_journal_report_account_report_horizontal_group_rel' is too long.”


Could you please assist with resolving this issue?

Re: Validation Error
by
Cybrosys Technologies
on 8/19/24, 6:39 AM Author

These apps are not meant to be used with the enterprise edition.


by
Yousef Redah Smoking Equipment LLC
on 7/19/24, 12:45 AM

When I am trying to install this app in the Odoo 17 community version.it throws an error as follows. Let me know the solution to resolve this issue.


Traceback (most recent call last):

  File "/odoo/odoo-server/odoo/http.py", line 1764, in _serve_db

    return service_model.retrying(self._serve_ir_http, self.env)

  File "/odoo/odoo-server/odoo/service/model.py", line 133, in retrying

    result = func()

  File "/odoo/odoo-server/odoo/http.py", line 1791, in _serve_ir_http

    response = self.dispatcher.dispatch(rule.endpoint, args)

  File "/odoo/odoo-server/odoo/http.py", line 1995, in dispatch

    result = self.request.registry['ir.http']._dispatch(endpoint)

  File "/odoo/odoo-server/odoo/addons/base/models/ir_http.py", line 222, in _dispatch

    result = endpoint(**request.params)

  File "/odoo/odoo-server/odoo/http.py", line 741, in route_wrapper

    result = endpoint(self, *args, **params_ok)

  File "/odoo/odoo-server/addons/web/controllers/dataset.py", line 28, in call_button

    action = self._call_kw(model, method, args, kwargs)

  File "/odoo/odoo-server/addons/web/controllers/dataset.py", line 20, in _call_kw

    return call_kw(request.env[model], method, args, kwargs)

  File "/odoo/odoo-server/odoo/api.py", line 468, in call_kw

    result = _call_kw_multi(method, model, args, kwargs)

  File "/odoo/odoo-server/odoo/api.py", line 453, in _call_kw_multi

    result = method(recs, *args, **kwargs)

  File "", line 2, in button_immediate_install

  File "/odoo/odoo-server/odoo/addons/base/models/ir_module.py", line 75, in check_and_log

    return method(self, *args, **kwargs)

  File "/odoo/odoo-server/odoo/addons/base/models/ir_module.py", line 466, in button_immediate_install

    return self._button_immediate_function(self.env.registry[self._name].button_install)

  File "/odoo/odoo-server/odoo/addons/base/models/ir_module.py", line 590, in _button_immediate_function

    registry = modules.registry.Registry.new(self._cr.dbname, update_module=True)

  File "", line 2, in new

  File "/odoo/odoo-server/odoo/tools/func.py", line 87, in locked

    return func(inst, *args, **kwargs)

  File "/odoo/odoo-server/odoo/modules/registry.py", line 113, in new

    odoo.modules.load_modules(registry, force_demo, status, update_module)

  File "/odoo/odoo-server/odoo/modules/loading.py", line 480, in load_modules

    processed_modules += load_marked_modules(env, graph,

  File "/odoo/odoo-server/odoo/modules/loading.py", line 364, in load_marked_modules

    loaded, processed = load_module_graph(

  File "/odoo/odoo-server/odoo/modules/loading.py", line 227, in load_module_graph

    load_data(env, idref, mode, kind='data', package=package)

  File "/odoo/odoo-server/odoo/modules/loading.py", line 71, in load_data

    tools.convert_file(env, package.name, filename, idref, mode, noupdate, kind)

  File "/odoo/odoo-server/odoo/tools/convert.py", line 627, in convert_file

    convert_xml_import(env, module, fp, idref, mode, noupdate)

  File "/odoo/odoo-server/odoo/tools/convert.py", line 693, in convert_xml_import

    obj.parse(doc.getroot())

  File "/odoo/odoo-server/odoo/tools/convert.py", line 613, in parse

    self._tag_root(de)

  File "/odoo/odoo-server/odoo/tools/convert.py", line 567, in _tag_root

    raise ParseError(msg) from None  # Restart with "--log-handler odoo.tools.convert:DEBUG" for complete traceback

odoo.tools.convert.ParseError: while parsing /odoo/custom/addons/import_bank_statement_odoo-17.0.1.0.0/base_accounting_kit/views/res_config_view.xml:4

Error while parsing or validating view:


Element '' cannot be located in parent view


View error context:

{'file': '/odoo/custom/addons/import_bank_statement_odoo-17.0.1.0.0/base_accounting_kit/views/res_config_view.xml',

'line': 2,

'name': 'res.config.view.inherited.base.accounting.kit',

'view': ir.ui.view(1515,),

'view.model': 'res.config.settings',

'view.parent': ir.ui.view(735,),

'xmlid': 'es_config_settings_view_form_base_accounting_kit'}



The above server error caused the following client error:

RPC_ERROR://AAA.AAA.AAA.AA:8072/web/assets/99ad606/web.assets_web.min.js:2874:163)

    at XMLHttpRequest. (http://AAA.AAA.AAA.AA:8072/web/assets/99ad606/web.assets_web.min.js:2878:13)


Re:
by
Cybrosys Technologies
on 7/22/24, 2:57 AM Author

Looks like you have not pasted the app files in your addons path