[ADD] account: create a bank account

This commit is contained in:
Martin Trigaux 2015-07-29 16:23:06 +02:00
parent ac26bb980b
commit 33fe80958d
7 changed files with 81 additions and 0 deletions

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@ -10,4 +10,5 @@ Accounting
accounting/overview
accounting/receivables
accounting/payables
accounting/bank
accounting/adviser

8
accounting/bank.rst Normal file
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===========
Bank & Cash
===========
.. toctree::
:titlesonly:
bank/setup

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===========
Bank & Cash
===========
.. toctree::
:titlesonly:
setup/create_bank_account

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Set up your new bank account
============================
In Odoo, you can manage multiple bank accounts. In this page, you will
be guided in the creation, modification or deletion of a bank or a
credit card account.
Go to the list of your bank accounts
------------------------------------
Go to :menuselection:`Configuration --> Settings --> Configure your company bank
accounts` >
The bank accounts are configured on the company information. You have to
be in the edit mode to be able to do your changes.
.. image:: media/image10.png
:align: center
.. note::
If you are working in a multi-company environnement, you have to switch company to add, edit or delete bank accounts on another company.
Add or edit a bank account
--------------------------
Click on **Add an item** to add a new bank account. If you want to edit one, simply click on the line.
.. image:: media/image03.png
:align: center
.. note::
If the bank account type is IBAN, Odoo will check if the number is valid
.. demo:fields:: base.action_res_partner_bank_account_form
.. demo:action:: base.action_res_partner_bank_account_form
View *Bank Account* in our Online Demonstration
.. todo:: add inherited field tooltip
**Display on reports :** Display this bank account on the documents that
will be printed or send to the customers
**Bank Identifier Code** = BIC : SWIFT Address assigned to a bank in
order to send automated payments quickly and accurately to the banks
concerned
The initial balance of a bank statement will be set to the closing balance of the previous one within the same journal automatically.
As you may notice in the journal form, a dedicated account has been generated automatically at the bank account creation.
Delete a bank account or credit card account
--------------------------------------------
Click on the trashcan icon |image5| in the list of your bank accounts to remove one bank account.
.. |image5| image:: media/image13.png
:class: btn-group
.. rst-class:: text-muted
| Written by Benjamin Stiens (Odoo)

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