Module: account_bank_statement_import

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Account Bank Statement Import

account_bank_statement_import

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/13.0/account_bank_statement_import
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Accounting/Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Josse Colpaert, Christophe Simonis, Xavier Morel, Nicolas Martinelli, Damien Bouvy, Yannick Tivisse, Adrian Torres, wan, Xavier-Do, alt-odoo, Jordi Ballester Alomar, Ricardo Gomes Rodrigues (rigr), Hemali Bhimani
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:06:44
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Generic Wizard to Import Bank Statements. (This module does not include any type of import format.) OFX and QIF imports are available in Enterprise version.

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`account_bank_statement_import_journal_creation_view`	Journal Creation	account.bank.statement.import.journal.creation	form	New
`account_bank_statement_import_view`	Upload Bank Statements	account.bank.statement.import	form	New
`assets_backend`	account_bank_statement_import assets	ir.ui.view	qweb	Inherits web.assets_backend
`journal_dashboard_view_inherit`	account.journal.dashboard.kanban.inherit	account.journal	xpath	Inherits account.account_journal_dashboard_kanban_view

Models touched (5)

New fields (1)

attachment_ids Many2many → ir.attachment
help='Get you bank statements in electronic format from your bank and select them here.' required=True string='Files' args: 'ir.attachment'

Public methods (1)

import_file(self)
Process the file chosen in the wizard, create bank statement(s) and go to reconciliation.

New fields (1)

journal_id Many2one → account.journal
delegate=True ondelete='cascade' required=True args: 'account.journal'

Public methods (1)

create_journal(self)
Create the journal (the record is automatically created in the process of calling this method) and reprocess the statement

New fields (1)

unique_import_id Char
copy=False readonly=True string='Import ID'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

import_statement(self)
return action to import bank/cash statements. This button should be called only on journals with type =='bank'

New fields (0)

No new fields.

Public methods (1)

validate(self)
Default the bank statement source of new bank journals as 'file_import'

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/12.0/account_bank_statement_import
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Thibault Delavallée, Christophe Simonis, qdp-odoo, Olivier Colson, Yannick Tivisse, qsm-odoo, Xavier-Do, alt-odoo
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:57:02
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web - product - decimal_precision - mail - bus - web_tour - uom - analytic - portal - http_routing - digest
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Generic Wizard to Import Bank Statements. (This module does not include any type of import format.) OFX and QIF imports are available in Enterprise version.

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`account_bank_statement_import_journal_creation_view`	Journal Creation	account.bank.statement.import.journal.creation	form	New
`account_bank_statement_import_view`	Import Bank Statements	account.bank.statement.import	form	New
`assets_backend`	account_bank_statement_import assets	ir.ui.view	qweb	Inherits web.assets_backend
`journal_dashboard_view_inherit`	account.journal.dashboard.kanban.inherit	account.journal	xpath	Inherits account.account_journal_dashboard_kanban_view

Models touched (5)

New fields (2)

data_file Binary
help='Get you bank statements in electronic format from your bank and select them here.' required=True string='Bank Statement File'
filename Char

Public methods (1)

import_file(self)
@api.multi

Process the file chosen in the wizard, create bank statement(s) and go to reconciliation.

New fields (1)

journal_id Many2one → account.journal
delegate=True ondelete='cascade' required=True args: 'account.journal'

Public methods (1)

create_journal(self)
@api.multi

Create the journal (the record is automatically created in the process of calling this method) and reprocess the statement

New fields (1)

unique_import_id Char
copy=False readonly=True string='Import ID'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

import_statement(self)
@api.multi

return action to import bank/cash statements. This button should be called only on journals with type =='bank'

New fields (0)

No new fields.

Public methods (1)

validate(self)
Default the bank statement source of new bank journals as 'file_import'

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/11.0/account_bank_statement_import
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Christophe Simonis, Nicolas Martinelli, GitHub, Yannick Tivisse, Odoo Online, Laurent Smet
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:53:44
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web - product - decimal_precision - mail - bus - web_tour - analytic - web_planner - portal - http_routing
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Generic Wizard to Import Bank Statements. Includes the import of files in .OFX format

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`account_bank_statement_import_journal_creation_view`	Journal Creation	account.bank.statement.import.journal.creation	form	New
`account_bank_statement_import_view`	Import Bank Statements	account.bank.statement.import	form	New
`journal_dashboard_view_inherit`	account.journal.dashboard.kanban.inherit	account.journal	xpath	Inherits account.account_journal_dashboard_kanban_view

Models touched (4)

New fields (2)

data_file Binary
help='Get you bank statements in electronic format from your bank and select them here.' required=True string='Bank Statement File'
filename Char

Public methods (1)

import_file(self)
@api.multi

Process the file chosen in the wizard, create bank statement(s) and go to reconciliation.

New fields (1)

journal_id Many2one → account.journal
delegate=True ondelete='cascade' required=True args: 'account.journal'

Public methods (1)

create_journal(self)
@api.multi

Create the journal (the record is automatically created in the process of calling this method) and reprocess the statement

New fields (1)

unique_import_id Char
copy=False readonly=True string='Import ID'

Public methods (0)

No public methods.

New fields (1)

bank_statements_source Selection
selection_add=[('file_import', 'File Import')]

Public methods (1)

import_statement(self)
@api.multi

return action to import bank/cash statements. This button should be called only on journals with type =='bank'

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/10.0/account_bank_statement_import
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Olivier Dony, Thibault Delavallée, Denis Ledoux, Christophe Simonis, Goffin Simon, Nicolas Martinelli, Julien Legros, qdp-odoo, Yannick Tivisse
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:50:49
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - web_tour - report - analytic - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Generic Wizard to Import Bank Statements. Includes the import of files in .OFX format

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`account_bank_statement_import_journal_creation_view`	Journal Creation	account.bank.statement.import.journal.creation	form	New
`account_bank_statement_import_view`	Import Bank Statements	account.bank.statement.import	form	New
`journal_dashboard_view_inherit`	account.journal.dashboard.kanban.inherit	account.journal	xpath	Inherits account.account_journal_dashboard_kanban_view

Models touched (4)

New fields (2)

data_file Binary
help='Get you bank statements in electronic format from your bank and select them here.' required=True string='Bank Statement File'
filename Char

Public methods (1)

import_file(self)
@api.multi

Process the file chosen in the wizard, create bank statement(s) and go to reconciliation.

New fields (1)

journal_id Many2one → account.journal
delegate=True ondelete='cascade' required=True args: 'account.journal'

Public methods (1)

create_journal(self)
@api.multi

Create the journal (the record is automatically created in the process of calling this method) and reprocess the statement

New fields (1)

unique_import_id Char
copy=False readonly=True string='Import ID'

Public methods (0)

No public methods.

New fields (1)

bank_statements_source Selection
selection_add=[('file_import', 'File Import')]

Public methods (1)

import_statement(self)
@api.multi

return action to import bank/cash statements. This button should be called only on journals with type =='bank'

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/9.0/account_bank_statement_import
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Thibault Delavallée, Fabien Meghazi, Christophe Simonis, Xavier Morel, Cedric Snauwaert, Richard Mathot, qdp-odoo, Aaron Bohy, Arthur Maniet, Yannick Tivisse, Quentin De Paoli
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:48:31
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - report - analytic - web_tip - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Generic Wizard to Import Bank Statements. Includes the import of files in .OFX format

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`account_bank_statement_import_journal_creation_view`	Journal Creation	account.bank.statement.import.journal.creation	form	New
`account_bank_statement_import_view`	Import Bank Statements	account.bank.statement.import	form	New
`journal_dashboard_view_inherit`	account.journal.dashboard.kanban.inherit	account.journal	xpath	Inherits account.account_journal_dashboard_kanban_view

Models touched (4)

New fields (1)

data_file Binary
help='Get you bank statements in electronic format from your bank and select them here.' required=True string='Bank Statement File'

Public methods (1)

import_file(self)
@api.multi

Process the file chosen in the wizard, create bank statement(s) and go to reconciliation.

New fields (1)

journal_id Many2one → account.journal
delegate=True ondelete='cascade' required=True args: 'account.journal'

Public methods (1)

create_journal(self)
@api.multi

Create the journal (the record is automatically created in the process of calling this method) and reprocess the statement

New fields (1)

unique_import_id Char
copy=False readonly=True string='Import ID'

Public methods (0)

No public methods.

New fields (1)

bank_statements_source Selection
selection_add=[('file_import', 'File Import')]

Public methods (1)

import_statement(self)
@api.multi

return action to import bank/cash statements. This button should be called only on journals with type =='bank'

Account Bank Statement Import

Code Analysis

Views touched (4)

Models touched (5)

account.bank.statement.import New model TransientModel 1 field 1 method AccountBankStatementImport · Import Bank Statement

account.bank.statement.import.journal.creation New model TransientModel 1 field 1 method AccountBankStatementImportJounalCreation · Journal Creation on Bank Statement Import

account.bank.statement.line Extends Model 1 field 0 methods AccountBankStatementLine · inherits account.bank.statement.line

account.journal Extends Model 0 fields 1 method AccountJournal · inherits account.journal

account.setup.bank.manual.config Extends TransientModel 0 fields 1 method SetupBarBankConfigWizard · inherits account.setup.bank.manual.config

Code Analysis

Views touched (4)

Models touched (5)

account.bank.statement.import New model TransientModel 2 fields 1 method AccountBankStatementImport · Import Bank Statement

account.bank.statement.import.journal.creation New model TransientModel 1 field 1 method AccountBankStatementImportJounalCreation · Journal Creation on Bank Statement Import

account.bank.statement.line Extends Model 1 field 0 methods AccountBankStatementLine · inherits account.bank.statement.line

account.journal Extends Model 0 fields 1 method AccountJournal · inherits account.journal

account.setup.bank.manual.config Extends TransientModel 0 fields 1 method SetupBarBankConfigWizard · inherits account.setup.bank.manual.config

Code Analysis

Views touched (3)

Models touched (4)

account.bank.statement.import New model TransientModel 2 fields 1 method AccountBankStatementImport · Import Bank Statement

account.bank.statement.import.journal.creation New model TransientModel 1 field 1 method AccountBankStatementImportJounalCreation · Import Bank Statement Journal Creation Wizard

account.bank.statement.line Extends Model 1 field 0 methods AccountBankStatementLine · inherits account.bank.statement.line

account.journal Extends Model 1 field 1 method AccountJournal · inherits account.journal

Code Analysis

Views touched (3)

Models touched (4)

account.bank.statement.import New model TransientModel 2 fields 1 method AccountBankStatementImport · Import Bank Statement

account.bank.statement.import.journal.creation New model TransientModel 1 field 1 method AccountBankStatementImportJounalCreation · Import Bank Statement Journal Creation Wizard

account.bank.statement.line Extends Model 1 field 0 methods AccountBankStatementLine · inherits account.bank.statement.line

account.journal Extends Model 1 field 1 method AccountJournal · inherits account.journal

Code Analysis

Views touched (3)

Models touched (4)

account.bank.statement.import New model TransientModel 1 field 1 method AccountBankStatementImport · Import Bank Statement

account.bank.statement.import.journal.creation New model TransientModel 1 field 1 method account_bank_statement_import_journal_creation · Import Bank Statement Journal Creation Wizard

account.bank.statement.line Extends Model 1 field 0 methods AccountBankStatementLine · inherits account.bank.statement.line

account.journal Extends Model 1 field 1 method AccountJournal · inherits account.journal