Module Dolimport: Difference between revisions

Jump to navigation Jump to search

Module Dolimport (view source)

Revision as of 07:23, 8 May 2020

1,100 bytes added ,  6 years ago
no edit summary
VisualWikitext
No edit summary
Tag: 2017 source edit
No edit summary
Tag: 2017 source edit
Line 21: Line 21:
Import your bank statements from a csv file or connect directly the information from your QONTO bank account. Then many options are available :
Import your bank statements from a csv file or connect directly the information from your QONTO bank account. Then many options are available :


# <i class="fas fa-file-invoice-dollar"></i>Create and paye a vendor invoice
#Create and paye a customer invoice
#Create and paye a VAT
#Create and paye a vendor invoice
#Create and paye a salary
#Create and pay a VAT
#Create and paye a social and fiscal taxes
#Create and pay a salary
#Paye an existing customer invoice
#Create and pay a social and fiscal taxes
#Paye an existing
#Pay an existing customer invoice
#Paye an existing
#Pay an existing vendor invoice
#Pay a loan
#Pay an expense report
#Link a payment to a transaction


If you use QONTO API, you can download the attached files of QONTO directly from Dolibarr. Also the VAT and all other usefull information will be used to generate the Dolibarr elements.
If you use QONTO API, you can download the attached files of QONTO directly from Dolibarr. Also the VAT and all other usefull information will be used to generate the Dolibarr elements.


 
If the reconciliation option of the bank account is activated in Dolibarr, Dolimport API will also automaticaly reconciliate the statement.
If the reconciliation option of the bank account is activated, so Dolimport API will also automaticaly reconciliate the statement.


=Install=
=Install=
Line 41: Line 43:


===Module Configuration===
===Module Configuration===
Configure the module from the module setup page : Make sure to indicate your bank account ID. (to know your bank account ID go to Bank in the menu, select you bank account and read the URL, your bank account ID number is indicated by ?id= )
====Module setup page====
Configure the module from the module setup page, you can define :
* The default project you want to link the element (this value can be change later in the form)
* The default VAT value (this value can be change later in the form or directly define in the CSV file or in QONTO)
* An option to show only open project in dolimport API form or all projects
* An option to add a unique number for vendor reference (avoid double reference)
* The period of time you want to show in the list of transaction
 
====Bank card====
If you want to use the module with a csv file, you have nothing more to do.
 
To connect Qonto to Dolibarr, go to the bank account card in Dolibarr.
Dolimport API automatically add 3 fields : ID API, KEY API and BANK API.
 
=====BANK API setup=====
Select QONTO as BANK API value (for now it is the only option).
 
=====ID API & KEY API setup=====
Go to your QONTO account : [https://app.qonto.eu/]
 
[[File:QONTO API configuration 1.png|thumb|QONTO paramètres]]
 
On the left menu of the QONTO web page, select "paramètres."
 
[[File:QONTO API configuration 2.png|thumb|QONTO intégration API]]
 
On the left menu select "intégration API".
 
Now you can go back to Dolibarr and fill the ID and KEY API with the info found on the QONTO website.
 


===Menu===
===Menu===
You can see this module in the left menu of the billing | payment top menu.
You can see this module in the left menu of the "bank" top menu.
 
If


===Import a file===
===Import a file===
F.dufourg
134

edits

Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/47038"

Navigation menu