[IMP] accounting: improve doc about bank synchronization

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

@@ -2,102 +2,171 @@
 Bank Synchronization: Automatic Import
 ======================================
 
-Odoo can synchronize directly with your bank to get all bank statements imported automatically into
-your database.
+Odoo can synchronize directly with your bank institution to get all bank statements imported
+automatically into your database.
 
 To check if your bank is compatible with Odoo, go to `Odoo Accounting Features
-<https://www.odoo.com/page/accounting-features>`_, and search for your bank in the *Supported Banks*
-section.
+<https://www.odoo.com/page/accounting-features>`_, and click on *See list of supported institutions*.
 
-.. image:: media/bank_synchronization01.png
+.. image:: media/online-sync-doc.png
    :align: center
-   :alt: checking a bank's compatibility with Odoo
+   :alt: Checking a bank's compatibility with Odoo
 
-The countries which are fully supported include the United States, Canada, New Zealand, Austria, and
-Belgium.
-
-More than 30 countries are partially supported, including Colombia, India, France, and Spain.
+More than 20,000 institutions around the world are supported.
 
 To connect to the banks, Odoo uses multiple web-services:
 
-- **Plaid**: Mainly for the U.S
+- **Plaid**: United States of America and Canada
 - **Yodlee**: Worldwide
-- **Ponto**: For a growing number of European Banks. (:doc:`Click here for more information <ponto>`)
+- **Ponto**: Europe (:doc:`more information <ponto>`)
 
 Configuration
 =============
 
-Odoo Online Users
------------------
+On-Premise users
+----------------
 
-Make sure the **Automatic Import** feature is activated by going to :menuselection:`Accounting
---> Configuration --> Settings` in the *Bank & Cash* section.
+To be able to use this service, you need to have a valid Odoo Enterprise subscription.
+So make sure that your database is registered with your Odoo Enterprise contract.
+We also use a proxy between your database and the third party provider so, in case of
+a connection error, please check that you don't have a firewall or a proxy blocking the
+following address:
 
-Odoo Enterprise Users
+- https://production.odoofin.com/
+
+First Synchronization
 ---------------------
 
-If you plan to use a bank interface with your Odoo Enterprise subscription, you don’t have to do
-anything special. Just make sure that your database is registered with your Odoo Enterprise contract.
+You can start synchronization either by going to :menuselection:`Accounting --> Configuration
+--> Add a Bank Account` or via the configuration bar on the accounting dashboard.
+
+Now you can search for your bank institution. Select it and follow the steps to synchronize with it.
 
 .. note::
-   you might want to check that you don't have a firewall/proxy blocking the following address:
+   If you have any issues during your first synchronization, please verify that your
+   web browser doesn't block pop-ups and that your adblocker is disabled.
 
-   - https://onlinesync.odoo.com/
+During your first synchronization, you will be asked for a phone number to secure your account.
+The reason we ask for such information is that we don't want your data falling into the wrong
+hands. Therefore, if we detect suspicious activity on your account, we block all requests coming
+from your account, and you need to reactivate it using that phone number.
+The third-party provider may request more information in order to connect with your bank institution.
+This information is not stored on Odoo's servers.
 
-Sync your bank feeds
-====================
+By default, transactions fetched from an online source are grouped inside the same statement, and
+one bank statement is created per month. You can change the bank statement creation periodicity
+in your journal settings.
 
-First, make sure that the **Automated Bank Synchronization** is activated in your journal.
+You can find all your synchronizations by going to :menuselection:`Accounting --> Configuration -->
+Online Synchronization`.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, then open your *Bank
-Journal*, click on *Edit*, and select **Automated Bank Synchronization** in the *Bank Feed* field.
+Synchronize manually
+--------------------
 
-.. image:: media/bank_synchronization02.png
+After your first synchronization, the created journals are synchronized by default every 12 hours.
+If you wish, you can synchronize manually by clicking on the *Synchronize Now* button on the
+dashboard.
+
+.. image:: media/online-sync-sync-now-dashboard.png
    :align: center
-   :alt: Automated Bank Synchronization of a Bank Journal in Odoo
+   :alt: Synchronize Now Button
 
-You can then connect Odoo to your bank.
+Or you can go to :menuselection:`Accounting --> Configuration --> Online Synchronization`,
+select your institution and then click on the *Fetch Transactions* button.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, and follow the
-steps.
-
-Once done, go back to your *Accounting dashboard*. You should now see a **Synchronize Now** button
-on your *Bank* card. Click on this button and enter your bank credentials.
-
-.. image:: media/bank_synchronization03.png
+.. image:: media/online-sync-form-view.png
    :align: center
-   :alt: Synchronize Now button in Odoo
+   :alt: Online Synchronization Form view
 
-After this, your bank feeds will be regularly synchronized.
+.. important::
+   Some institutions do not allow transactions to be fetched automatically. For such institutions,
+   during the automatic synchronization of the account, you receive an error message asking you to
+   disable the automatic synchronization. This message can be found in the chatter of your online
+   synchronizations. In this case, make sure to perform manual synchronizations.
 
-FAQ 
+Issues
+======
+
+Synchronization in error
+------------------------
+
+To report a connection error to the `Odoo support <https://www.odoo.com/help>`_, go to
+:menuselection:`Accounting --> Configuration --> Online Synchronization`, select the connection
+that failed, and copy the error description and the reference.
+
+Synchronization disconnected
+----------------------------
+
+If your connection with the proxy is disconnected, you can reconnect with the proxy using the
+*Reconnect* button.
+
+.. note::
+   This disconnection can be caused by the Odoo support. In this case, please contact the `support
+   <https://www.odoo.com/help>`_ directly with your client id or the reference of the error listed
+   in the chatter.
+
+.. _MigrationOnlineSync:
+
+Migration process for users having installed Odoo before December 2020
+======================================================================
+
+If you are on-premise, please first make sure that your source is up-to-date with the latest version
+of Odoo.
+
+Users who have created a database before December 2020 need to install the new module manually to
+use the new functionalities.
+
+To do so, go to :menuselection:`Apps --> Update Apps List`, remove the default filter in the search
+bar and type: **account_online_synchronization**. You can then click on the *Install* button to
+install the new module.
+
+.. image:: media/online-sync-module.png
+   :align: center
+   :alt: Installation button of the account_online_synchronization module
+
+Finally, make sure all your users refresh their Odoo page by pressing CTRL+F5.
+
+.. Note::
+
+   - All previous synchronizations are disconnected during the installation and won't work anymore.
+     You can find them directly in the synchronization menu (:menuselection:`Accounting -->
+     Configuration --> Online Synchronization`). It is not possible to resynchronize these
+     connections; you have to make new ones.
+   - Please do not uninstall *account_online_sync* which is the previous module for online
+     synchronization. The new one overrides it.
+   - By default *account_online_synchronization* is installed automatically with Accounting.
+
+FAQ
 ===
 
-The synchronization is not working in real-time, is that normal?
+The synchronization is not working in real-time. Is that normal?
 ----------------------------------------------------------------
 
 The process is not intended to work in real-time as third party providers synchronize your accounts
 at different intervals. To force the synchronization and fetch the statements, go to your
-*Accounting dashboard*, and click on the *Synchronize Now* button.
+*Accounting dashboard*, and click on the *Synchronize Now* button. You can also synchronize and
+fetch transactions through :menuselection:`Accounting --> Configuration --> Online Synchronization`.
+Some providers only allow one refresh per day, so it is possible that clicking on *Synchronize Now*
+does not get your latest transactions if you already performed such action earlier in the day.
 
-A transaction can be visible in your bank account, but not be fetched if it has the status
+A transaction can be visible on your bank account, but not be fetched if it has the status
 *Pending*. Only transactions with the *Posted* status will be retrieved. If it is not *Posted* yet,
 you will have to wait until the status changes.
 
-Is the Automatic Import feature included in my contract?
---------------------------------------------------------
+Is the Online Bank Synchronization 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.
+- **Enterprise Version**: Yes, if you have a valid enterprise contract linked to your database.
 
-Some banks have a status "Beta," what does this mean?
+Some banks have a status "Beta." What does this mean?
 -----------------------------------------------------
 
 This means that banking institutions are not yet fully supported by our Third Party Provider. Bugs
 or other problems may arise. Odoo does not support technical problems that occur with banks in the
-Beta phase, but the user may still choose to connect. Connecting with these banks can aid in the
-development process since the Provider will have real data & feedback from the connection.
+Beta phase, but the user may still choose to connect. Connecting with these banks contributes to the
+development process since the Provider will have real data and feedback from the connection.
 
 Why do my transactions only synchronize when I refresh manually?
 ----------------------------------------------------------------
@@ -109,22 +178,27 @@ until the security code is provided.
 Not all of my past transactions are in Odoo, why?
 -------------------------------------------------
 
-Transactions can only be fetched up to 3 months in the past.
+For some institutions, transactions can only be fetched up to 3 months in the past.
 
-Why don’t I see any transactions?
+Why don't I see any transactions?
 ---------------------------------
-When you first connect with your bank, you will be prompted to add each account to its own journal.
-If you skip this step, you will not be able to see your transactions in Odoo.
+
+During your first synchronization, you selected the bank accounts you decided to synchronize with
+Odoo. If you didn't synchronize any of your accounts, you can go to :menuselection:`Accounting -->
+Configuration --> Online Synchronization` to click on the *Fetch Accounts* button on the connection.
+
+There may also be no new transactions.
 
 If your bank account is properly linked to a journal and posted transactions are not visible in your
 database, please `submit a support ticket <https://www.odoo.com/help>`_.
 
 How can I update my bank credentials?
 -------------------------------------
-You can update your credentials in :ref:`developer mode <developer-mode>`.
 
-Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
-Institution you want to edit, and click on *Update Credentials*.
+You can update your credentials by going to :menuselection:`Accounting --> Configuration --> Online
+Synchronization`, open the connection you want to update your credentials and click on the *Update
+Credentials* button.
 
 .. seealso::
    * :doc:`bank_statements`
+   * :doc:`ponto`