Account Bank Statement Import
by Viindoo https://viindoo.com/apps/app/17.0/viin_account_bank_statement_import , Odoo S.A. https://viindoo.com/apps/app/17.0/viin_account_bank_statement_import$ 95.73
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3681 |
| Technical Name |
viin_account_bank_statement_import |
| License | LGPL-3 |
| Website | https://viindoo.com/apps/app/17.0/viin_account_bank_statement_import |
| Versions | 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3681 |
| Technical Name |
viin_account_bank_statement_import |
| License | LGPL-3 |
| Website | https://viindoo.com/apps/app/17.0/viin_account_bank_statement_import |
| Versions | 14.0 15.0 16.0 17.0 |
Demo video: Account Bank Statement Import
Generic Wizard to Import Bank Statements For Odoo CE as this feature was removed since Odoo 14.
Key Features
- .CSV format (Comma Separated Values).
- .XLSX format (Excel).
- Ready for other to extends to support more formats.
Known Issues
Warning: To avoid conflicts in the process of using this Account Bank Statement Import Module , you must uninstall Odoo's Account Bank Statement Import if you are using it.
Editions Support
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_account_bank_statement_import.
- Press Install.
Instruction
Instruction video: Account Bank Statement Import
1. Download the import sample template and add bank statement information.
Navigate to Accounting > Dashboard, select a bank journal to import statement, press Import Statements and download the Import Sample CSV Template or Import Sample Excel Template.
At this step, you need to add the data following the column order in the template. Be aware that you must keep and use the original date-time format pre-configured in the template.
2. Import bank statement to the system.
Once done adding data to the sample template, go to your system and press Select Files to upload this sample template to the system.
Press Upload to finish the importing process. On the bank statements view, review, and add any missing information to your statement, such as a description.
Now, you need to start the bank reconciliation process in the Accounting software.
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