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en:addons:cyberbanque [2025/07/18 09:37] – [Using the screen] ics02en:addons:cyberbanque [2025/08/19 10:02] (Version actuelle) – [Versions] ics02
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-====== CYBERBANQUE: Integration of banking files======+====== CYBERBANQUE: Integration of banking files ====== 
  
-FIXME EXTENSION BEING MIGRATED. 
  
 ==== Features ==== ==== Features ====
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 It is also possible to use the [[https://manuel.gestan.fr/doku.php?id=en:wiki:outils:importer_fichier|import program]] to import posting files via text files. It is also possible to use the [[https://manuel.gestan.fr/doku.php?id=en:wiki:outils:importer_fichier|import program]] to import posting files via text files.
  
-===== Installation ===== 
- 
-The extension is installed via the [[en:wiki:admin:extensions|extensions manager]]. 
- 
-Once installed, the **CyberBanque** menu will appear in Gestan's **Accounting** menu. 
- 
-{{:addons:cyberbank_04.png?nolink|}} 
- 
-With the ribbon menu, the menu is present in the **Receipts and disbursements** button menu. 
  
 ===== Using the screen ===== ===== Using the screen =====
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 {{:en:addons:cyberbanque_01_en.png?nolink|}} {{:en:addons:cyberbanque_01_en.png?nolink|}}
  
-Select the bank account concerned, confirm whether or not it is for **professional fees** (and if so, enter a default **VAT rate**). The **Latest** field will then display the latest date of the entries you have uploaded to this account (to enable extractions to be made from the correct date).+Select the bank account concerned, confirm whether or not it is for **professional fees** (and if so, enter a default **VAT rate**). The **Last** field will then display the latest date of the entries you have uploaded to this account (to enable extractions to be made from the correct date).
  
 Then select a **default account assignment**, and specify the type of **bank format** for the input file. Then select a **default account assignment**, and specify the type of **bank format** for the input file.
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 You can then modify, as required: the payment method, the charge, enter a third party and a cheque number.  You can then modify, as required: the payment method, the charge, enter a third party and a cheque number. 
  
-Finally, the **Clear** button launches the integration of the entries into the database. If you had ticked the **Pointer** box, the entries created will be punched directly.+Finally, the **Confirm** button launches the integration of the entries into the database. If you had ticked the **Pointing** box, the entries created will be punched directly.
  
 ==== Table context menu ==== ==== Table context menu ====
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 To set up a rule, use the context menu of a line and choose the **Create a rule** option. To set up a rule, use the context menu of a line and choose the **Create a rule** option.
  
-The **Original label** field displays the label read from the file.+The **Origin label** field displays the label read from the file.
  
 From the original label, extract what is characteristic. Each time a label contains this **expression**, the entry will be classified in the chosen **imputation**, with the labels **entry** and **thirds**. From the original label, extract what is characteristic. Each time a label contains this **expression**, the entry will be classified in the chosen **imputation**, with the labels **entry** and **thirds**.
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 {{:wiki:tags:voir_aussi.gif?nolink |}}**Other ‘Extensions’ articles** {{:wiki:tags:voir_aussi.gif?nolink |}}**Other ‘Extensions’ articles**
  
-[[en:wiki:admin:extensions|How to install an extension]]+
  
 <nspages en:addons -nbCol=2 -textPages="" -h1 -r -simpleLineBreak > <nspages en:addons -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >
  • en/addons/cyberbanque.1752824276.txt.gz
  • Dernière modification : 2025/07/18 09:37
  • de ics02