2015-10-27 17:25:28 +07:00
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How to synchronize Odoo with your bank?
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2015-10-27 20:24:14 +07:00
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Odoo is able to synchronize directly with your bank in order to get all
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bank statements imported automatically in Odoo every 4 hours. Before
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moving forward in this tutorial, you should check if your bank is
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supported. You can find it out from the `Odoo Accounting Features <https://www.odoo.com/page/accounting-features>`__
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.. image:: media/synchronize01.png
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:align: center
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Search for your bank name in the above page. If your bank appears in the
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proposition, it means it is supported by Odoo. The countries which are
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fully supported (meaning more than 95% of the banks) include: United
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States, Canada, New Zealand, Austria. More than 30 countries are
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partially supported, including: Colombia, India, France, Spain, etc.
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In order to connect with the banks, Odoo uses two web-services:
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- Plaid: for the main banks in the U.S.
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- Yodlee: for all other banks
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Configuration
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=============
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Odoo Online Users
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-----------------
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If you we support banks of your country, the bank integration feature
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should already been installed. If it's not installed, you can manually
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install the module **account_yodlee**.
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Odoo Enterprise Users
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---------------------
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If you plan to use a bank interface with your Odoo Enterprise
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2015-11-25 23:18:45 +07:00
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subscription, you don't have to do anything special, just make sure that your database is registered with your Odoo Enterprise contract.
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.. note::
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you might want to check that you don't have a firewall/proxy blocking the following addresses
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* https://onlinesync.odoo.com/
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* https://api.plaid.com/
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2015-10-27 20:24:14 +07:00
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Sync your bank feeds
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====================
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Once the Plaid or Yodlee interface is installed, you can connect Odoo to
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your bank. To do that, click on **More** on the bank of your
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choice from the accounting dashboard. In the menu, click on Settings to
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configure this bank account.
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.. image:: media/synchronize02.png
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:align: center
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In the bank form, from the Bank Account tab, set the bank feeds option
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to **Bank Synchronization**.
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.. image:: media/synchronize03.png
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:align: center
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Once it's done, go back to your accounting dashboard. You should see a
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**Online Synchronization** button on your bank card. Click on this button
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and fill in your bank credentials.
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Once you filled in your credentials, your bank feeds will be
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synchronized every 4 hours.
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