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In enterprise PR odoo/enterprise/pull/93909 we add a new module to automatically import bank statements from Codaclean. Codaclean is an external provider that allows its users to access their bank statements in form of CODA files.

This PR adds the information on how to configure / use the new module.

task-4844423

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robodoo commented Sep 10, 2025

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@svfu-odoo svfu-odoo force-pushed the master-add_codaclean_doc-svfu branch 3 times, most recently from 517d403 to ebc370b Compare September 11, 2025 06:41
@svfu-odoo svfu-odoo changed the title [WIP][ADD] accounting/l10n_be: documentation for new codaclean module [ADD] accounting/l10n_be: documentation for new codaclean module Sep 11, 2025
@C3POdoo C3POdoo requested a review from a team September 11, 2025 07:46
@afma-odoo afma-odoo requested review from afma-odoo and removed request for a team September 11, 2025 11:31
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Hi @svfu-odoo, thank you for your work on the Belgian loc page!
I wasn't able to test it, but I added some comments/suggestions.
Please let me know if you have any questions ;)
Thanks!

Comment on lines 490 to 494
Once the connection is established, Odoo can be synchronized with Codaclean.

CODA files are automatically imported from Codaclean every 12 hours. You do
not have to do anything. However, if you wish, it can also be done manually,
by clicking on :guilabel:`Fetch from Codaclean` in the Accounting Dashboard.
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Suggested change
Once the connection is established, Odoo can be synchronized with Codaclean.
CODA files are automatically imported from Codaclean every 12 hours. You do
not have to do anything. However, if you wish, it can also be done manually,
by clicking on :guilabel:`Fetch from Codaclean` in the Accounting Dashboard.
Once the connection is established, Odoo is synchronized with Codaclean, and new CODA files received
via Codaclean are checked every twelve hours.
.. tip::
To manually trigger the scheduled action to retrieve incoming Codaclean documents, go to the
Accounting Dashboard and click :guilabel:`Fetch from Codaclean` on the relevant :ref:`journal
<belgium/codaclean-configuration-journal>` .

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@svfu-odoo svfu-odoo Sep 12, 2025

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From a purely technical standpoint Fetch from Codaclean is not a scheduled action.
So I went with To manually check for new CODA files, go to [...].

@svfu-odoo svfu-odoo force-pushed the master-add_codaclean_doc-svfu branch from ebc370b to c94bf4c Compare September 12, 2025 12:29
@svfu-odoo svfu-odoo changed the base branch from master to 19.0 September 12, 2025 12:29
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Thank you!
I retargeted to version 19.0 (same as the enterprise PR; I just forgot at the time)

Comment on lines 490 to 494
Once the connection is established, Odoo can be synchronized with Codaclean.

CODA files are automatically imported from Codaclean every 12 hours. You do
not have to do anything. However, if you wish, it can also be done manually,
by clicking on :guilabel:`Fetch from Codaclean` in the Accounting Dashboard.
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@svfu-odoo svfu-odoo Sep 12, 2025

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From a purely technical standpoint Fetch from Codaclean is not a scheduled action.
So I went with To manually check for new CODA files, go to [...].

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Thank you @svfu for the update ;)

There are just some minor changes, so I'll go ahead and approve it!
Thank you for updating the page!

In enterprise PR odoo/enterprise/pull/93909 we add a new module
to automatically import bank statements from Codaclean.
Codaclean is an external provider that allows its users to access
their bank statements in form of CODA files.

This PR adds the information on how to configure / use the new module.

task-4844423
@svfu-odoo svfu-odoo force-pushed the master-add_codaclean_doc-svfu branch from c94bf4c to 8253f78 Compare September 17, 2025 06:29
@svfu-odoo
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Thanks for the quick review!
The enterprise PR is still in review. We should probably wait for that. I will be back when it is approved.

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3 participants