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Switzerland - Bank type

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This addon extend the features of l10n_ch.

Most of the former features have been moved in l10n_ch module.

Features:

Improve UX with onchanges:

• automatically set bank based on clearing part of IBAN
• allow direct entry of l10n_ch_postal which will fill acc_number
• search invoices by ISR, with or without spaces

Table of contents

.. contents:: :local:

Usage

In partner bank account the type will be discovered automatically.

• For IBAN accounts fill account number with IBAN.
  • if the IBAN is an IBAN from PostFinance it will fill the Postal account number
• For Postal accounts:
  • fill the account number with a postal account number 9 digits format (e.g. 10-8060-7).
  • or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 10-8060-7).

Entering a postal number of 9 digits will auto-complete the bank with PostFinance. (You might create it if you haven't installed l10n_ch_bank)

• For ISR subscription numbers (postal account starting with 01 or 03):
  • fill the account number with a postal account number 9 digits format (e.g. 01-23456-1).
  • or fill the "Swiss postal account" with a postal account number 9 digits format (e.g. 01-23456-1).

It will automatically change the content of account number by adding "ISR" and the partner name to avoid duplicates with partner using the same ISR subscription number owned by a bank (ISR-B).

Bug Tracker

Bugs are tracked on GitHub Issues <https://github.com/OCA/l10n-switzerland/issues>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback <https://github.com/OCA/l10n-switzerland/issues/new?body=module:%20l10n_ch_base_bank%0Aversion:%2013.0%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

* Camptocamp

Contributors

• Nicolas Bessi (Camptocamp)
• Vincent Renaville vincent.renaville@camptocamp.com
• Joël Grand-Guillaume joel.grandguillaume@camptocamp.com
• Guewen Baconnier guewen.baconnier@camptocamp.com
• Paul Catinean paulcatinean@gmail.com
• Yannick Vaucher yannick.vaucher@camptocamp.com
• Akim Juillerat akim.juillerat@camptocamp.com
• Iryna Vyshnevska i.vyshnevska@mobilunity.com

Other credits

The development of this module has been financially supported by:

* Hasa SA
* Open Net SA
* Prisme Solutions Informatique SA
* Quod SA

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/l10n-switzerland <https://github.com/OCA/l10n-switzerland/tree/13.0/l10n_ch_base_bank>`_ project on GitHub.

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