Update create_bank_account.rst

This commit is contained in:
apr-odoo 2016-01-06 14:51:11 +01:00 committed by Yannick Tivisse
parent 8ba5344728
commit 6e11e123b0
7 changed files with 30 additions and 23 deletions

View File

@ -6,32 +6,41 @@ 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
------------------------------------
Edit a bank account
--------------------
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.
To ease the process, a bank account is already there. We suggest you to
edit it first before filling your own bank information.
.. image:: media/image10.png
Go to :menuselection:`Accounting --> Configuration --> Bank
Accounts` and click on the **Bank** item. Edit it.
.. image:: media/image04.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.
Odoo will detect the bank account type (e.g. IBAN) to allow some payment
method like SEPA
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.
Create a bank account
---------------------
.. image:: media/image03.png
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 the bank account type is IBAN, Odoo will check if the number is valid
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.
.. demo:fields:: base.action_res_partner_bank_account_form
@ -41,22 +50,20 @@ Click on **Add an item** to add a new bank account. If you want to edit one, sim
.. todo:: add inherited field tooltip
**Display on reports :** Display this bank account on the documents that
will be printed or send to the customers
**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
**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.
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/image13.png
.. |image5| image:: media/image05.png
:class: btn-group

Binary file not shown.

Before

Width:  |  Height:  |  Size: 13 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.2 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 9.5 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.6 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.8 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 372 B