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[IMP] accounting: Add a FAQ section for yodlee

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Yannick Tivisse 2018-01-03 13:20:31 +01:00
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accounting/bank/feeds/synchronize.rst
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@ -68,3 +68,45 @@ and fill in your bank credentials.
Once you filled in your credentials, your bank feeds will be Once you filled in your credentials, your bank feeds will be
synchronized every 4 hours. synchronized every 4 hours.
FAQ
===
The synchronization is not working in real time, is it normal?
--------------------------------------------------------------
Yodlee tries to get the data from a bank account once a day. However, this doesn't
always happen at the same time. And sometimes the process can fail. In that case,
Yodlee retries one hour or two later. This is why in Odoo there is a cron that is
running every 4 hours to fetch the information from Yodlee.
You can however force this synchronization by clicking on the button "Synchronize now"
from the accounting dashboard.
Moreover, a transaction can be visible in your bank account but not being fetched
by Yodlee. Indeed, the transaction in your bank account can have the status "pending"
and not the status "posted". In that case, Yodlee won't import it, you will have to
wait that the status changes.
What is important to remember is that Yodlee is not a service fetching transactions
in real time. This is a service to facilitate the import of the bank statement in the database.
Is the Yodlee feature included in my contract?
----------------------------------------------
- Enterprise Version: Yes, if you have a valid enterprise contract linked to your database.
- Community Version: No, this feature is not included in the Community Version.
- Online Version: Yes, even if you benefit from the One App Free contract.
Some banks have a status "Beta", what does it mean?
---------------------------------------------------
This means that Yodlee is only currently working on developing the synchronization
with this bank. The synchronization could already work or it may need a bit more time
to have a 100% working synchronization. Unfortunately, there is not much to do about
except being patient.
All my past transactions are not in Odoo, why?
----------------------------------------------
Yodlee only allows to fetch up transactions to 3 months in the past.