.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

===================================
Import OFX Bank Statement by ACCTID
===================================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:14229e45b88ca1ccc4614265087e9bbd77ac96ba8386ce278db332efeba8fb75
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
    :target: https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_ofx_by_acctid
    :alt: OCA/bank-statement-import
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_ofx_by_acctid
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Adds an **OFX ACCTID** field to bank accounts and makes the OFX import
engine match statements by this value, falling back to *Account Number*
only when the field is empty. Fixes mismatches when the `<ACCTID>` in
the file differs from the usual account number saved in Odoo.

**Table of contents**

.. contents::
   :local:

Usage
=====

1. Go to **Contacts → Configuration → Bank Accounts**.
2. Fill **OFX ACCTID** exactly as it appears in your OFX files.
3. Import statements normally—the mapping now uses this field first.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/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 <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_ofx_by_acctid%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Escodoo

Contributors
~~~~~~~~~~~~

* `Escodoo <https://www.escodoo.com.br>`_:

  * Marcel Savegnago <marcel.savegnago@escodoo.com.br>
  * Douglas Custódio <douglas.custodio@escodoo.com.br>
  * Augusto Lisboa <augusto.lisboa@escodoo.com.br>

* `Engenere <https://engenere.one>`_:

  * Antônio S. P. Neto <neto@engenere.one>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_ofx_by_acctid>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
