User manual view

Xunnel client is your tool to conect all your information in Xunnel with your Odoo system. Know how to use it is as important as easy to do. Bellow you will find the steps to set up and use your Xunnel client.

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Installing Xunnel Sync

Install the Xunnel app in your Odoo system, following the steps in the tutorial:

Verify the installation was done correctly, repeating the process, then you will find out that the uninstall option is there instead of the last one.

For further information you can see:
https://odoo-development.readthedocs.io/en/latest/odoo/usage/install-module.html#id1

Configure your Odoo client

After installation, go back to the dashboard and go into accounting to configure Xunnel. Access into Configurations > Settings > search bar: XUNNEL > Token > sinchronize.

The Xunnel Token will be provided after the registration of your company in https://xunnel.com.

For security reasons the Xunnel Token only can be seen when a company is created.

If you lost your token or you didn't save it, you should generate a new one. To do it go into your companies section and click on the " regenerate token" button of the company you want to vinculate into your Odoo system.

NOTE: Generating a new Xunnel Token will invalidate the previous one. Causing Xunnel instances with this token in their configurations to fail in connect with https://xunnel.com.

The check box bellow the Xunnel Token field allows the system to use the Xunnel's test environment.

Once your information is saved into your configurations, you can choose to synchronize your bank accounts at the moment (if its needed to use it on a hurry) or let the system to do it later. If the former was your choice, you should press the "sync providers & journals" button on the same section..

NOTE: Make sure you have information stored on https://xunnel.com, this button won’t alert if no data is found.

Creating a bank account

Access into accounting > configurations > bank accounts > create and access all the required information to register your account.

You can configure your bank account by choosing the online account will be related to, in this form or in accounting the dashboard.

Xunnel Synchronization

Once the bank is created, go into the accounting dashboard, spot the bank and press the " sinchronize" button, then you will find the option for reconcilate the ITEMS within the account.

If the dialog box displays an empty list as we shown bellow, might be caused by one of the following:

There is NO accounting data related to the Xunnel Token within the configurations
Your Xunnel application has not synchornized with https://xunnel.com yet. You can check the "Configure your odoo client" section to do it.

NOTE: As was told before, transactions older than the date provided won't be retrieved.

Once the form has been filled out, you can press " associate to journal" to save the changes.

Now in the accounting dashboard is needed to synchronize the Journal you just created by clicking into the " synchronize now" button.

After pressing it, the caption of the button will change to the number of transactions that were fetched (you can click into synchronize now again to repeat this procees).

NOTE: if no elements are retrieved, refresh your browser.

You will be able to fetch manualy the new transactions of your online account from the last synchronization forwards by clicking into the "synchronize now" label.

By clicking pressing the " reconciliate X items" button, you can see the transactions from your bank account.