Online Bank Statements: BankifAI

This module provides online bank statements from BankifAI.

Table of contents

Configuration

To configure online bank statements provider:

1. We recommend to install the module account_usability to enable the accounting Dashboard.
2. Go to Invoicing/Accounting
3. Click the button BankifAI Synchronization in a bank/card jorunal.
4. Follow the instructions to conencto your bank account.

or, to configure it manually:

1. Go to Invoicing > Configuration > Bank Accounts
2. Open bank account to configure and edit it
3. Set Bank Feeds to Online
4. Select Bankifai as online bank statements provider in Online Bank Statements (OCA) section
5. Save the bank account
6. Click on provider and configure provider-specific settings.

or, alternatively:

1. Go to Invoicing > Overview
2. Open settings of the corresponding journal account
3. Switch to Bank Account tab
4. Set Bank Feeds to Online
5. Select Bankifai as online bank statements provider in Online Bank Statements (OCA) section
6. Save the bank account
7. Click on provider and configure provider-specific settings.

To obtain Client ID and Client Secret:

1. Open BankifAI ang click Buy Now.

Check also account_bank_statement_import_online configuration instructions for more information.

Usage

To pull historical bank statements:

1. Go to Invoicing > Configuration > Bank Accounts
2. Select specific bank accounts
3. Launch Actions > Online Bank Statements Pull Wizard
4. Configure date interval and click Pull

If historical data is not needed, then just simply wait for the scheduled activity "Pull Online Bank Statements" to be executed for getting new transactions.

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

• MyLabs Digital Net (EKODO):
  • Adrián Bernal