[ADD] accounting: new doc about Salt Edge

content/applications/finance/accounting/bank/feeds.rst

@@ -10,4 +10,5 @@ Bank Feeds
    feeds/bank_statements
    feeds/bank_synchronization
    feeds/ponto
-   feeds/paypal
+   feeds/paypal
+   feeds/saltedge

content/applications/finance/accounting/bank/feeds/bank_synchronization.rst

@@ -18,6 +18,7 @@ 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>`)
 
 Configuration
@@ -202,3 +203,4 @@ Credentials* button.
 .. seealso::
    * :doc:`bank_statements`
    * :doc:`ponto`
+   * :doc:`saltedge`

content/applications/finance/accounting/bank/feeds/ponto.rst

@@ -120,4 +120,5 @@ and we advise you to contact Ponto directly.
 .. seealso::
 
    * :doc:`bank_synchronization`
+   * :doc:`saltedge`
    * :doc:`bank_statements`

content/applications/finance/accounting/bank/feeds/saltedge.rst

@@ -0,0 +1,111 @@
+==========================================
+Salt Edge as bank synchronization provider
+==========================================
+
+**Salt Edge** is a third-party provider that aggregates banking information
+from your bank accounts. It supports ~5000 institutions in more than 50
+countries.
+
+.. image:: media/saltedge-logo.png
+   :align: center
+   :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.
+
+Configuration
+=============
+
+Link your bank accounts with Odoo
+---------------------------------
+
+#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration
+   --> Add a Bank Account`.
+#. Select the institution you want to synchronize. You can see if Salt Edge is the
+   third party provider of the institution by selecting it.
+#. After giving your phone number, you are asked for an email address. This email
+   address is used to create your Salt Edge account. Please make sure you enter a
+   valid email address, as otherwise, you will not be able to access your Salt Edge
+   account.
+
+   .. image:: media/saltedge-contact-email.png
+      :align: center
+      :alt: Email address to provide to Salt Edge for the creation of your account.
+
+#. After entering your email address, you are redirected to Salt Edge to continue
+   the synchronization process.
+
+   .. image:: media/saltedge-login-page.png
+      :align: center
+      :alt: Salt Edge Login page.
+
+#. Make sure you give your consent by checking the consent checkbox.
+
+   .. image:: media/saltedge-give-consent.png
+      :align: center
+      :alt: Salt Edge give consent page.
+
+#. Complete the synchronization by following the steps.
+
+
+Update your credentials
+-----------------------
+
+You might have to update your Salt Edge credentials or modify the synchronization settings.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and
+select the institution you want to update credentials. Click on the *Update Credentials* button
+to start the flow and follow the steps.
+
+Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
+your information.
+
+Fetch new accounts
+------------------
+
+You might want to add new online accounts to your connection.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and
+select the institution to fetch the new accounts. Click on the *Fetch Accounts* button
+to start the flow and follow the steps.
+
+Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
+your information.
+
+FAQ
+===
+
+I have an error when I try to delete my synchronization within Odoo
+-------------------------------------------------------------------
+
+Odoo can't permanently delete the connection you have created with the banking institution. However, 
+it can revoke the consent you gave so that Odoo won't be able to access your account anymore. The 
+error you are seeing is probably a message telling you that the consent was revoked, but the record 
+could not be deleted as it still exists within Salt edge. If you want to remove the connection 
+completely, please connect to your `Salt Edge account <https://www.saltedge.com/dashboard>`_ 
+and manually delete your synchronization. Once this is done, you can go back to Odoo to delete the 
+record.
+
+I have an error saying that I have already synchronized this account
+--------------------------------------------------------------------
+
+You have probably already synchronized your bank account with Salt Edge, please check on your `dashboard
+<https://www.saltedge.com/dashboard>`_ that you don't already have a connection with the same
+credentials.
+
+In case you already have a synchronization with the same credentials present on your Salt Edge
+dashboard and this synchronization has not been created with Odoo, please delete it and create it
+from your Odoo database.
+
+In case you already have a connection with the same credentials present on your Salt Edge dashboard
+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`