[MOV] accounting: structure of bank sync docs
Part-of: odoo/documentation#3858
@ -8,6 +8,7 @@ Bank and cash
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:titlesonly:
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bank/setup
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bank/feeds
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bank/bank_synchronization
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bank/bank_statements
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bank/reconciliation
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bank/interbank
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@ -1,6 +1,8 @@
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======================================
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Bank synchronization: automatic import
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======================================
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:show-content:
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====================
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Bank synchronization
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====================
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Odoo can synchronize directly with your bank institution to get all bank statements imported
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automatically into your database.
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@ -15,9 +17,12 @@ To connect to the banks, Odoo uses multiple web-services:
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- **Plaid**: United States of America and Canada
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- **Yodlee**: Worldwide
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- **Salt Edge**: Europe (:doc:`more information <saltedge>`)
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- **Ponto**: Europe (:doc:`more information <ponto>`)
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- **EnableBanking**: Scandinavian countries
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- :doc:`Salt Edge <bank_synchronization/saltedge>`: Europe
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- :doc:`Ponto <bank_synchronization/ponto>`: Europe
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- **Enable Banking**: Scandinavian countries
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.. seealso::
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:doc:`bank_statements`
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Configuration
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=============
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@ -196,7 +201,8 @@ You can update your credentials by going to :menuselection:`Accounting Dashboard
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Configuration --> Accounting: Online Synchronization`,open the connection you want to update your
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credentials and click on the :guilabel:`Update Credentials` button.
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.. seealso::
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* :doc:`bank_statements`
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* :doc:`ponto`
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* :doc:`saltedge`
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.. toctree::
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:titlesonly:
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bank_synchronization/saltedge
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bank_synchronization/ponto
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@ -1,6 +1,6 @@
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======================================
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Ponto as bank synchronization provider
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======================================
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=====
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Ponto
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=====
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**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
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place and directly see all their transactions within one app. It is a third-party solution that is
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@ -16,9 +16,9 @@ into your database.
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Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
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and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
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.. note::
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You can find more information about bank synchronization :doc:`on this page
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<bank_synchronization>`.
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.. seealso::
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- :doc:`../bank_synchronization`
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- :doc:`../bank_statements`
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Configuration
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=============
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@ -115,10 +115,3 @@ and we advise you to contact Ponto directly.
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.. important::
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Using an institution in beta is beneficial for Ponto, it allows them to have real
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feedback on the connection with the institution.
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.. seealso::
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* :doc:`bank_synchronization`
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* :doc:`saltedge`
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* :doc:`bank_statements`
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@ -1,6 +1,6 @@
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==========================================
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Salt Edge as bank synchronization provider
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==========================================
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=========
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Salt Edge
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=========
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**Salt Edge** is a third-party provider that aggregates banking information
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from your bank accounts. It supports ~5000 institutions in more than 50
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@ -8,12 +8,15 @@ countries.
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.. image:: saltedge/saltedge-logo.png
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:align: center
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:width: 50%
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:alt: Salt Edge Logo
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Odoo can synchronize directly with your bank to get all bank statements imported
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automatically into your database.
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Salt Edge is a free third-party provider.
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.. seealso::
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- :doc:`../bank_synchronization`
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- :doc:`../bank_statements`
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Configuration
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=============
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@ -103,9 +106,3 @@ In case you already have a connection with the same credentials present on your
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and this synchronization was created with Odoo, you will normally be able to find it by going to
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:menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
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*Update Credentials* to reactivate the connection.
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.. seealso::
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* :doc:`bank_synchronization`
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* :doc:`ponto`
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* :doc:`bank_statements`
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@ -1,13 +0,0 @@
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:nosearch:
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==========
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Bank feeds
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==========
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.. toctree::
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:titlesonly:
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feeds/bank_statements
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feeds/bank_synchronization
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feeds/ponto
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feeds/saltedge
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@ -122,5 +122,5 @@ second time.
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.. seealso::
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- :doc:`use_cases`
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- :doc:`../feeds/bank_synchronization`
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- :doc:`../bank_synchronization`
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- :doc:`../../receivables/customer_invoices/cash_discounts`
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@ -102,4 +102,4 @@ right and validate all related payments :
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:align: center
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.. seealso::
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* :doc:`../feeds/bank_synchronization`
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:doc:`../bank_synchronization`
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@ -25,7 +25,7 @@ Add a new Bank Account
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======================
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You can either connect your bank account to your Odoo database, or configure your bank account
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manually and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
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manually and :doc:`upload the bank statements manually <../bank_statements>`.
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Bank Synchronization
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--------------------
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@ -37,7 +37,7 @@ To synchronize a new bank account, go to :menuselection:`Accounting --> Configur
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instructions on-screen.
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.. note::
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:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this bank
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:doc:`Click here <../../bank/bank_synchronization>` for more information about this bank
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synchronization.
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.. image:: bank_accounts/bank_accounts_connect.png
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@ -90,6 +90,6 @@ how the bank statements are recorded and posted in the **Bank Statements** secti
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:alt: Advanced configuration of a bank account in Odoo Accounting
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.. seealso::
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* :doc:`../../bank/feeds/bank_synchronization`
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* :doc:`../feeds/bank_statements`
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* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_
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- :doc:`../bank_synchronization`
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- :doc:`../bank_statements`
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- `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
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so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
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.. note::
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:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
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:doc:`Click here <../../bank/bank_synchronization>` for more information about this feature.
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If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
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your database, you may also configure your bank account manually by clicking on *Create it*, and
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@ -188,6 +188,6 @@ Send yourself a sample invoice by email to make sure everything is correctly con
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.. seealso::
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* :doc:`../../bank/setup/bank_accounts`
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* :doc:`chart_of_accounts`
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* :doc:`../../bank/feeds/bank_synchronization`
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* :doc:`../../bank/bank_synchronization`
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* :doc:`../../../fiscal_localizations`
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* `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
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# applications/accounting
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applications/finance/accounting/bank/feeds/bank_statements.rst content/applications/finance/accounting/bank/bank_statements.rst # feeds/* --> /*
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applications/finance/accounting/bank/feeds/ponto.rst applications/finance/accounting/bank/bank_synchronization/ponto.rst # feeds/* --> bank_synchronization/*
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applications/finance/accounting/bank/feeds/saltedge.rst applications/finance/accounting/bank/bank_synchronization/saltedge.rst # feeds/* --> bank_synchronization/*
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applications/finance/accounting/bank/misc/interbank.rst applications/finance/accounting/bank/interbank.rst # misc/interbank --> interbank
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applications/finance/accounting/fiscal_localizations.rst applications/finance/fiscal_localizations.rst # /accounting/ --> /
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applications/finance/accounting/fiscal_localizations/localizations/argentina.rst applications/finance/fiscal_localizations/argentina.rst # /accounting/fiscal_localizations/localizations/* --> /fiscal_localizations/*
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