diff --git a/accounting/bank/setup/create_bank_account.rst b/accounting/bank/setup/create_bank_account.rst index e2a2a3138..2ef80200f 100644 --- a/accounting/bank/setup/create_bank_account.rst +++ b/accounting/bank/setup/create_bank_account.rst @@ -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 diff --git a/accounting/bank/setup/media/image03.png b/accounting/bank/setup/media/image03.png deleted file mode 100644 index 29178d3d5..000000000 Binary files a/accounting/bank/setup/media/image03.png and /dev/null differ diff --git a/accounting/bank/setup/media/image04.png b/accounting/bank/setup/media/image04.png new file mode 100644 index 000000000..d89935511 Binary files /dev/null and b/accounting/bank/setup/media/image04.png differ diff --git a/accounting/bank/setup/media/image05.png b/accounting/bank/setup/media/image05.png new file mode 100644 index 000000000..287ec24fd Binary files /dev/null and b/accounting/bank/setup/media/image05.png differ diff --git a/accounting/bank/setup/media/image06.png b/accounting/bank/setup/media/image06.png new file mode 100644 index 000000000..a08aa90b5 Binary files /dev/null and b/accounting/bank/setup/media/image06.png differ diff --git a/accounting/bank/setup/media/image10.png b/accounting/bank/setup/media/image10.png deleted file mode 100644 index 52eb50641..000000000 Binary files a/accounting/bank/setup/media/image10.png and /dev/null differ diff --git a/accounting/bank/setup/media/image13.png b/accounting/bank/setup/media/image13.png deleted file mode 100644 index 8e904db4a..000000000 Binary files a/accounting/bank/setup/media/image13.png and /dev/null differ