Account Bank Statement Import

account_bank_statement_import · odoo/odoo

    Repository
    odoo/odoo · module folder
    Module version
    1.0
    Category
    Accounting/Accounting
    Folder size
    2.7 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    Yes
    Website
    None
    Last tracking update
    2026-08-07 05:12:49
    Authors
    Maintainers
    None
    Committers
    Xavier Morel, Christophe Simonis, Martin Trigaux, Josse Colpaert, Odoo Translation Bot, Nicolas Martinelli, Damien Bouvy, Yannick Tivisse, Adrian Torres, wan, Xavier-Do, alt-odoo, Jordi Ballester Alomar, Ricardo Gomes Rodrigues (rigr), Hemali Bhimani
    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
    None
    System dependencies
    None
    Required by
    account_bank_statement_import_adyen, account_bank_statement_import_camt_oca, account_bank_statement_import_coda, account_bank_statement_import_fr_cfonb, account_bank_statement_import_guess_partner, account_bank_statement_import_ofx, account_bank_statement_import_online, account_bank_statement_import_paypal, account_bank_statement_import_qif, account_bank_statement_import_split, account_bank_statement_import_transfer_move, account_bank_statement_import_txt_xlsx, l10n_es_account_bank_statement_import_n43
    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 IDNameModelTypeStatus
    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 kanban Inherits account.account_journal_dashboard_kanban_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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'

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