diff --git a/content/applications/finance/accounting/bank/transactions.rst b/content/applications/finance/accounting/bank/transactions.rst index 277a5cfce..01c5495e5 100644 --- a/content/applications/finance/accounting/bank/transactions.rst +++ b/content/applications/finance/accounting/bank/transactions.rst @@ -27,11 +27,19 @@ Odoo supports multiple file formats to import transactions: - Quicken Interchange Format (.QIF); - Belgium: Coded Statement of Account (.CODA). -To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal, -click on :guilabel:`Import Transactions`. +To import a file, go to the **Accounting Dashboard**, and in the :guilabel:`Bank` journal, +click on :guilabel:`Import File`. -.. image:: transactions/import-transactions.png - :alt: Import bank transactions from the bank journal +.. tip:: + Alternatively, you can also: + + - click :guilabel:`⋮` on the :guilabel:`Bank` journal and select :guilabel:`Import file`; + - or access the transaction list by clicking :guilabel:`⋮` on the :guilabel:`Bank` journal and + selecting :guilabel:`Transactions`, then click the gear icon :guilabel:`(⚙)` and select + :guilabel:`Import records`. + + .. image:: transactions/import-transactions.png + :alt: Import bank transactions from the bank journal Next, select the file and upload it. diff --git a/content/applications/finance/accounting/bank/transactions/import-transactions.png b/content/applications/finance/accounting/bank/transactions/import-transactions.png index 7cd2d20eb..75e3a6817 100644 Binary files a/content/applications/finance/accounting/bank/transactions/import-transactions.png and b/content/applications/finance/accounting/bank/transactions/import-transactions.png differ diff --git a/content/applications/finance/accounting/bank/transactions/statements-kanban.png b/content/applications/finance/accounting/bank/transactions/statements-kanban.png index 8dca80a3e..a4315470d 100644 Binary files a/content/applications/finance/accounting/bank/transactions/statements-kanban.png and b/content/applications/finance/accounting/bank/transactions/statements-kanban.png differ