[MOV] accounting: structure of bank sync docs

Part-of: odoo/documentation#3858
This commit is contained in:
Jonathan Castillo (jcs) 2023-03-31 09:50:37 +00:00
parent 0124878dd4
commit 166a11ec1b
22 changed files with 43 additions and 56 deletions

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@ -8,6 +8,7 @@ Bank and cash
:titlesonly:
bank/setup
bank/feeds
bank/bank_synchronization
bank/bank_statements
bank/reconciliation
bank/interbank

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@ -1,6 +1,8 @@
======================================
Bank synchronization: automatic import
======================================
:show-content:
====================
Bank synchronization
====================
Odoo can synchronize directly with your bank institution to get all bank statements imported
automatically into your database.
@ -15,9 +17,12 @@ To connect to the banks, Odoo uses multiple web-services:
- **Plaid**: United States of America and Canada
- **Yodlee**: Worldwide
- **Salt Edge**: Europe (:doc:`more information <saltedge>`)
- **Ponto**: Europe (:doc:`more information <ponto>`)
- **EnableBanking**: Scandinavian countries
- :doc:`Salt Edge <bank_synchronization/saltedge>`: Europe
- :doc:`Ponto <bank_synchronization/ponto>`: Europe
- **Enable Banking**: Scandinavian countries
.. seealso::
:doc:`bank_statements`
Configuration
=============
@ -196,7 +201,8 @@ You can update your credentials by going to :menuselection:`Accounting Dashboard
Configuration --> Accounting: Online Synchronization`,open the connection you want to update your
credentials and click on the :guilabel:`Update Credentials` button.
.. seealso::
* :doc:`bank_statements`
* :doc:`ponto`
* :doc:`saltedge`
.. toctree::
:titlesonly:
bank_synchronization/saltedge
bank_synchronization/ponto

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@ -1,6 +1,6 @@
======================================
Ponto as bank synchronization provider
======================================
=====
Ponto
=====
**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
place and directly see all their transactions within one app. It is a third-party solution that is
@ -16,9 +16,9 @@ into your database.
Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
.. note::
You can find more information about bank synchronization :doc:`on this page
<bank_synchronization>`.
.. seealso::
- :doc:`../bank_synchronization`
- :doc:`../bank_statements`
Configuration
=============
@ -115,10 +115,3 @@ and we advise you to contact Ponto directly.
.. important::
Using an institution in beta is beneficial for Ponto, it allows them to have real
feedback on the connection with the institution.
.. seealso::
* :doc:`bank_synchronization`
* :doc:`saltedge`
* :doc:`bank_statements`

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@ -1,6 +1,6 @@
==========================================
Salt Edge as bank synchronization provider
==========================================
=========
Salt Edge
=========
**Salt Edge** is a third-party provider that aggregates banking information
from your bank accounts. It supports ~5000 institutions in more than 50
@ -8,12 +8,15 @@ countries.
.. image:: saltedge/saltedge-logo.png
:align: center
:width: 50%
:alt: Salt Edge Logo
Odoo can synchronize directly with your bank to get all bank statements imported
automatically into your database.
Salt Edge is a free third-party provider.
.. seealso::
- :doc:`../bank_synchronization`
- :doc:`../bank_statements`
Configuration
=============
@ -103,9 +106,3 @@ In case you already have a connection with the same credentials present on your
and this synchronization was created with Odoo, you will normally be able to find it by going to
:menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
*Update Credentials* to reactivate the connection.
.. seealso::
* :doc:`bank_synchronization`
* :doc:`ponto`
* :doc:`bank_statements`

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@ -1,13 +0,0 @@
:nosearch:
==========
Bank feeds
==========
.. toctree::
:titlesonly:
feeds/bank_statements
feeds/bank_synchronization
feeds/ponto
feeds/saltedge

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@ -122,5 +122,5 @@ second time.
.. seealso::
- :doc:`use_cases`
- :doc:`../feeds/bank_synchronization`
- :doc:`../bank_synchronization`
- :doc:`../../receivables/customer_invoices/cash_discounts`

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@ -102,4 +102,4 @@ right and validate all related payments :
:align: center
.. seealso::
* :doc:`../feeds/bank_synchronization`
:doc:`../bank_synchronization`

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@ -25,7 +25,7 @@ Add a new Bank Account
======================
You can either connect your bank account to your Odoo database, or configure your bank account
manually and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
manually and :doc:`upload the bank statements manually <../bank_statements>`.
Bank Synchronization
--------------------
@ -37,7 +37,7 @@ To synchronize a new bank account, go to :menuselection:`Accounting --> Configur
instructions on-screen.
.. note::
:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this bank
:doc:`Click here <../../bank/bank_synchronization>` for more information about this bank
synchronization.
.. image:: bank_accounts/bank_accounts_connect.png
@ -90,6 +90,6 @@ how the bank statements are recorded and posted in the **Bank Statements** secti
:alt: Advanced configuration of a bank account in Odoo Accounting
.. seealso::
* :doc:`../../bank/feeds/bank_synchronization`
* :doc:`../feeds/bank_statements`
* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_
- :doc:`../bank_synchronization`
- :doc:`../bank_statements`
- `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_

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@ -55,7 +55,7 @@ Connect your bank account to your database and have your bank statements synced
so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
.. note::
:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
:doc:`Click here <../../bank/bank_synchronization>` for more information about this feature.
If your Bank Institution cant be synchronized automatically, or if you prefer not to sync it with
your database, you may also configure your bank account manually by clicking on *Create it*, and
@ -188,6 +188,6 @@ Send yourself a sample invoice by email to make sure everything is correctly con
.. seealso::
* :doc:`../../bank/setup/bank_accounts`
* :doc:`chart_of_accounts`
* :doc:`../../bank/feeds/bank_synchronization`
* :doc:`../../bank/bank_synchronization`
* :doc:`../../../fiscal_localizations`
* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_

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@ -8,6 +8,9 @@ administration/upgrade/online_hosting.rst administration/upgrade/odoo_online.rst
# applications/accounting
applications/finance/accounting/bank/feeds/bank_statements.rst content/applications/finance/accounting/bank/bank_statements.rst # feeds/* --> /*
applications/finance/accounting/bank/feeds/ponto.rst applications/finance/accounting/bank/bank_synchronization/ponto.rst # feeds/* --> bank_synchronization/*
applications/finance/accounting/bank/feeds/saltedge.rst applications/finance/accounting/bank/bank_synchronization/saltedge.rst # feeds/* --> bank_synchronization/*
applications/finance/accounting/bank/misc/interbank.rst applications/finance/accounting/bank/interbank.rst # misc/interbank --> interbank
applications/finance/accounting/fiscal_localizations.rst applications/finance/fiscal_localizations.rst # /accounting/ --> /
applications/finance/accounting/fiscal_localizations/localizations/argentina.rst applications/finance/fiscal_localizations/argentina.rst # /accounting/fiscal_localizations/localizations/* --> /fiscal_localizations/*