[IMP] accounting: add new version of doc about bank accounts

and minor fixes to the Initial Setup doc.

accounting/bank/feeds/ponto.rst

@@ -12,7 +12,7 @@ continuously expanding the number of bank institutions that can be synchronized
 
 **Odoo Accounting** can synchronize directly with your bank to get all bank statements imported
 automatically into your database. This allows for easier **bank reconciliation**. When :doc:`adding
-a bank account on Odoo <../setup/create_bank_account>`, you can see if your bank requires a
+a bank account on Odoo <../setup/bank_accounts>`, you can see if your bank requires a
 connection through Ponto by searching for your bank institution, and clicking on it.
 
 .. image:: media/ponto_add_bank.png
@@ -112,5 +112,5 @@ token instead of the current synchronization system with a *Client ID* and a *Se
 .. seealso::
 
    * :doc:`bank_synchronization`
-   * :doc:`../setup/create_bank_account`
+   * :doc:`../setup/bank_accounts`
    * :doc:`bank_statements`

accounting/bank/setup.rst

@@ -5,6 +5,6 @@ Setup
 .. toctree::
    :titlesonly:
 
-   setup/create_bank_account
+   setup/bank_accounts
    setup/manage_cash_register
    setup/foreign_currency

accounting/bank/setup/bank_accounts.rst

@@ -0,0 +1,95 @@
+=============
+Bank Accounts
+=============
+
+You can manage as many **Bank Accounts** as needed on your database. Configuring them well allows
+you to make sure that all your banking data is up to date and ready for the reconciliation with your
+*Journal Entries*.
+
+In Odoo Accounting, each Bank Account is configured to have a dedicated *Journal* which is
+configured to post all entries in a dedicated *Account*.
+
+.. note:: Whenever you add a Bank Account, a dedicated journal and a dedicated account are
+   automatically created and configured.
+
+Every **Bank Journal** is displayed by default on the **Accounting Overview** in the form of a
+convenient card. It includes action buttons that are displayed when appropriate.
+
+.. image:: media/bank_accounts_card.png
+   :align: center
+   :alt: Bank Journals Cards are displayed on the Accounting Overview in Odoo Accounting
+
+.. _bank_accounts_add:
+
+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>`.
+
+Bank Synchronization
+--------------------
+
+Connect your bank account to your database and have your bank statements synced automatically.
+
+To synchronize a new bank account, go to :menuselection:`Accounting --> Configuration`, click on
+*Add a Bank Account*, then 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 bank
+   synchronization.
+
+.. image:: media/bank_accounts_connect.png
+   :align: center
+   :alt: Select a bank institution in the list and connect it to Odoo Accounting
+
+Manual configuration
+--------------------
+
+If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
+your database, you may also configure your bank account manually.
+
+To add a new bank account manually, go to :menuselection:`Accounting --> Configuration`, click on
+*Add a Bank Account*, then on *Create it*, and fill out the form.
+
+- **Name**: the bank account's name, as displayed on Odoo.
+- **Account Number**: your bank account number (IBAN in Europe).
+- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
+  name and its Identifier Code (BIC or SWIFT).
+- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
+  a new Journal with this Short Code.
+- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
+  to a bank account. If so, then select the *Journal* you want to use to record the financial
+  transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
+
+.. note::
+   Odoo detects the bank account type (e.g., IBAN) and enables some features accordingly.
+
+.. image:: media/bank_accounts_manual.png
+   :align: center
+   :alt: Add manually a new bank account in Odoo Accounting
+.. _bank_accounts_configuration:
+
+Advanced configuration
+======================
+
+To edit an existing bank account, go to :menuselection:`Accounting --> Configuration --> Bank
+Accounts`, and open the bank account you want to modify.
+
+If you need to edit the bank account details, go to the *Bank Account* field and click on the
+*External Link* button next to the list arrow. There, you can edit the bank account's number,
+Account Holder, Account Holder Name, and your Bank Institution's details by clicking on the
+*External Link* next to the *Bank* field. These details are used to register some payments.
+
+You can configure which types of payments are enabled in the **Payment Method Types** section and
+how the bank statements are recorded and posted in the **Bank Statements** section.
+
+.. image:: media/bank_accounts_configuration.png
+   :align: center
+   :alt: Advanced configuration of a bank account in Odoo Accounting
+
+.. seealso::
+   * :doc:`../../bank/feeds/bank_synchronization`
+   * :doc:`../feeds/bank_statements`
+   * `Odoo Learn: Accounting Basics <https://www.odoo.com/r/lsZ>`_

accounting/bank/setup/create_bank_account.rst

@@ -1,63 +0,0 @@
-========================
-Setup a 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.
-
-Edit a bank account
---------------------
-
-To ease the process, a bank account is already there. We suggest you to 
-edit it first before filling your own bank information. 
-
-Go to :menuselection:`Accounting --> Configuration --> Bank
-Accounts` and click on the **Bank** item. Edit it. 
-
-.. image:: media/image04.png
-   :align: center
-
-.. note::
-
-    Odoo will detect the bank account type (e.g. IBAN) to allow some payment 
-    method like SEPA
-
-
-Create a bank account
----------------------
-
-Go to :menuselection:`Accounting --> Configuration --> Bank
-Accounts`. Click on **create** and fill in the form. You can 
-decide to show the bank account number in you intend to send documents 
-like sales orders or invoices. Select the payments methods you 
-support with this bank account. 
-
-.. image:: media/image06.png
-   :align: center
-
-.. note::
-
-    If you are working in a multi-company environnement, you'll have to switch 
-    the company on your user preferences in order to add, edit or delete bank 
-    accounts from another company.
-
-.. 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.
-
-Delete a bank account or credit card account
---------------------------------------------
-
-From the list of bank accounts, select items to delete and delete them from the action menu or go to the form and delete a single item from the action menu
-
-.. |image5| image:: media/image05.png
-   :class: btn-group
-

accounting/overview/getting_started/setup.rst

@@ -50,30 +50,31 @@ such as on invoices.
 Bank Account
 ------------
 
-Connect your bank account database to your database, and have your bank statements synced
+Connect your bank account to your database and have your bank statements synced automatically. To do
-automatically. To do so, find your bank on the list, click on *Connect*, and follow the instructions
+so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
-on-screen.
 
 .. note::
    :doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
 
-If your bank can’t be synchronized automatically, or if you prefer not to sync your bank account
+If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
-with your database, you may also configure your bank account manually by clicking on *Create it*,
+your database, you may also configure your bank account manually by clicking on *Create it*, and
-and filling out the form.
+filling out the form.
 
 - **Name**: the bank account's name, as displayed on Odoo.
 - **Account Number**: your bank account number (IBAN in Europe).
-- **Bank**: click on *Create and Edit* to configure the bank's details. Add the real bank's name
+- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
-  and its Identifier Code (BIC or SWIFT).
+  name and its Identifier Code (BIC or SWIFT).
 - **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
   a new Journal with this Short Code.
-- **Journal**: if this field is displayed, then select the *Journal* you want to use to record the
+- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
-  financial transactions linked to this bank account, or create a new one by clicking on *Create and
+  to a bank account. If so, then select the *Journal* you want to use to record the financial
-  Edit*.
+  transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
 
 .. note::
-   You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
+   - You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
-   --> Configuration`, and clicking on *Add a Bank Account*.
+     --> Configuration`, and clicking on *Add a Bank Account*.
+   - :doc:`Click here <../../bank/setup/bank_accounts>` for more information about Bank
+     Accounts.
 
 .. _accounting-setup-periods:
 
@@ -184,6 +185,7 @@ Sample Invoice
 Send yourself a sample invoice by email to make sure everything is correctly configured.
 
 .. seealso::
+   * :doc:`../../bank/setup/bank_accounts`
    * :doc:`chart_of_accounts`
    * :doc:`../../bank/feeds/bank_synchronization`
    * `Odoo Learn: Accounting Basics <https://www.odoo.com/r/lsZ>`_

accounting/payables/pay/sepa.rst

@@ -127,5 +127,5 @@ field.
 
 .. seealso::
    - :doc:`check`
-   - :doc:`../../bank/setup/create_bank_account`
+   - :doc:`../../bank/setup/bank_accounts`
    - :doc:`../../bank/reconciliation/use_cases`

accounting/receivables/customer_invoices/epc_qr_code.rst

@@ -61,5 +61,5 @@ the EPC QR Code.
    under the *Other Info* tab of the invoice.
 
 .. seealso::
-   * :doc:`../../bank/setup/create_bank_account`
+   * :doc:`../../bank/setup/bank_accounts`
    * `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_

accounting/receivables/customer_payments/batch_sdd.rst

@@ -118,7 +118,7 @@ Finally, upload this file to your bank to process the payments.
    :menuselection:`Accounting --> Configuration --> Customers --> Batch Payments`.
 
 .. seealso::
-   * :doc:`../../bank/setup/create_bank_account`
+   * :doc:`../../bank/setup/bank_accounts`
    * `Odoo Academy: SEPA Direct Debit Mandates (SDD) <https://www.odoo.com/r/Zxs>`_
    * `List of all SEPA countries <https://www.europeanpaymentscouncil.eu/document-library/other/epc-list-sepa-scheme-countries>`_.
 

redirects.txt

@@ -69,6 +69,7 @@ accounting/payables/misc/employee_expense.rst expense/expense.rst
 accounting/others/reporting/customize.rst accounting/reporting/overview/customize.rst                             # others/reporting/* --> reporting/overview/*
 accounting/others/reporting/main_reports.rst accounting/reporting/overview/main_reports.rst                       # others/reporting/* --> reporting/overview/*
 accounting/fiscality/taxes/tax_returns.rst accounting/reporting/declarations/tax_returns.rst                      # fiscality/taxes/* --> reporting/declarations/*
+accounting/bank/setup/create_bank_account.rst accounting/bank/setup/bank_accounts.rst                             # create_bank_account -> bank_accounts
 
 social_marketing/social_marketing.rst social_marketing/overview.rst    # social_marketing/* -> overview/* (#578)