Import Statement Files
This module is the successor of the module account_bank_statement_import that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf this commit). We decided to change its name and the name of the wizard object it provides in order to avoid a conflict with the Enterprise module.
This module has several additionnal feature:
- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic in case of problem),
- improved error messages.
This module only provides the technical framework for the import of statement files. You must also install the format-specific modules to add support for the statement file formats that your banks/provide use. For example, the OCA module account_statement_import_ofx will add support for the OFX (Open Financial Exchange) file format. You will find those modules in the OCA project bank-statement-import or, for the country-specific formats, in the OCA localization projects.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Lets you upload bank statement files downloaded from your bank and turn them into bank statements in Odoo, with the original file attached for reference. It is the technical framework: you also need a format-specific module to actually read your bank's file format.
This module adds a way to bring bank statement files into Odoo instead of typing transactions by hand. It does not read any file format by itself: it provides the shared machinery, and separate format modules (for example OFX or QIF support) plug in the actual file readers. If no format module is installed, uploading a file gives an error saying the format is not supported.
Where it appears: - On the Accounting dashboard, bank journals show an "Import (OCA)" button and an "Import Statement (OCA)" link for users with accounting rights. - There is also an "Import Statement" menu entry under the accounting entries menu. - Both open a small upload window where you pick the statement file and click "Import and View".
What it does automatically: - Reads the file, finds the matching bank journal from the account number in the file, and checks that the file currency matches the journal currency. - Skips transactions that were already imported before, and tells you how many were ignored. - Attaches the uploaded file to the created bank statement so you can check it later. - Sets the journal's statement source to the OCA file import option.
It touches account.journal, account.statement.import, account.bank.statement and account.bank.statement.line.
Depends on
Required by other modules
Models and fields (2)
- account.journal · extends an existing model
- account.statement.import · new modelstatement_file, statement_filename
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/bank-statement-import.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To import a statement file, go to the Invoicing dashboard: on a bank journal, you will see a button to import a statement. When you click on that button, a wizard will start and it will show the list of the supported file formats. Select the statement file that you want to import and click on the Import button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.
If the statement file contains information about the bank account number of the counter-part for some transactions (only a few statement file formats support that, in some countries) and that these bank account numbers exists on partners in Odoo, the partners will be set on the related statement lines.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.