| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1332 |
| Technical Name |
nf_monobank_integration_ee |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
NetFrame Monobank Integration Enterprise
NetFrame Monobank Integration Enterprise provides seamless integration between Odoo and Monobank for automated online bank statement synchronization.
Key Features
- Fetching of online bank statements from Monobank
- Pull statements for custom date ranges on demand
- Scheduled statement synchronization
- Secure connection via Monobank API token
How it Works
- Create new Connection for Monobank in Odoo Accounting
- Enter your Monobank personal access token
- Connect and start fetching statements automatically or manually
- Required journal for each Bank Account will be created automatically
- View and manage bank statements directly in Odoo Accounting
Workflow
Pull Bank statements right from connection form by pressing Fetch Transactions
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Pull Bank statements from Dashboard by pressing Fetch Transactions for any Monobank journal
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Or pull by choosing a custom date range from Monobank Journal
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After this You will be redirected to the retrieved statements
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For implementation and support, contact the Netframe team
For a detailed description of Settings, see the Configuration section.
Configuration
Getting Started
To start pulling online bank statements, configure the following in Odoo:
- Create a new Connection in Accounting → Online Synchronization
- Press New to proceed to creation form
- Enter connection Name, e.g. "Monobank" 1
- Select "Monobank" as a Provider from selection 2
- Insert Your Monobank Token 3
- Save changes & click "Connect to Monobank" 4 & 5
- You can get your Monobank Personal Access Token from your Monobank personal account
- After successful connection, connection state will change to "Connected" 1
- By placing a check in Automatic synchronization Checkbox You can enable or disable Scheduled synchronization. Scheduled synchronization proceeds every 12 hours 2
- Next synchronization field contains a date of next Scheduled synchronization 3
- Under the above-mentioned fields You can see Your fetched Bank Accounts. Reset button here should be pressed if Account fetching status hung up on "Waiting" status 4
- Journal for each Bank Account will be created Automatically.
- In every Monobank Journal You can add Outgoing Payment Method "Monobank Online Payments"
- You can Pull Banks statements for a custom date range from Monobank Journal by pressing "Sync Monobank" button:
- In the wizard that opens choose a Date from 1
- Choose a Date to 2
- And press "Sync" 3
- Right after You will be redirected to Pulled Bank Statements
- You can pull statements from Dashboard. Statements will be pulled since Last Sync date (You can inspect it in Connection form) To today's Date.
- Also You can pull statements from Connection form by pressing "Fetch Transactions". Statements will be pulled since Last Sync date (You can inspect it in Connection form) To today's Date.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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