[IMP] accounting: update bank sync documentation

accounting/bank/feeds.rst

@@ -5,7 +5,7 @@ Bank Feeds
 .. toctree::
    :titlesonly:
 
-   feeds/synchronize
+   feeds/bank_synchronization
    feeds/ofx
    feeds/qif
    feeds/coda

accounting/bank/feeds/bank_synchronization.rst

@@ -0,0 +1,128 @@
+======================================
+Bank Synchronization: Automatic Import
+======================================
+
+Odoo can synchronize directly with your bank 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.
+
+.. image:: media/bank_synchronization01.png
+   :align: center
+   :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.
+
+To connect to the banks, Odoo uses multiple web-services:
+
+- **Plaid**: Mainly for the U.S
+- **Yodlee**: Worldwide
+- **Ponto**: For a growing number of European Banks
+
+Configuration
+=============
+
+Odoo Online Users
+-----------------
+
+Make sure the **Automatic Import** feature is activated by going to :menuselection:`Accounting
+--> Configuration --> Settings` in the *Bank & Cash* section.
+
+Odoo Enterprise Users
+---------------------
+
+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.
+
+.. note::
+   you might want to check that you don't have a firewall/proxy blocking the following address:
+
+   - https://onlinesync.odoo.com/
+
+Sync your bank feeds
+====================
+
+First, make sure that the **Automated Bank Synchronization** is activated in your journal.
+
+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.
+
+.. image:: media/bank_synchronization02.png
+   :align: center
+   :alt: Automated Bank Synchronization of a Bank Journal in Odoo
+
+You can then connect Odoo to your bank.
+
+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
+   :align: center
+   :alt: Synchronize Now button in Odoo
+
+After this, your bank feeds will be regularly synchronized.
+
+FAQ 
+===
+
+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.
+
+A transaction can be visible in 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?
+--------------------------------------------------------
+
+- **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.
+
+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.
+
+Why do my transactions only synchronize when I refresh manually?
+----------------------------------------------------------------
+
+Some banks have additional security measures and require extra steps, such as an SMS/email
+authentication code or another type of MFA. Because of this, the integrator cannot pull transactions
+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.
+
+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.
+
+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 the *Developer Mode*.
+
+To do so, go to :menuselection:`General Settings`, click on *Activate developer mode*, then go to
+:menuselection:`Accounting --> Configuration --> Online Synchronization`, then open the Institution
+you want to edit, and click on *Update Credentials*.

accounting/bank/feeds/coda.rst

@@ -78,5 +78,5 @@ speed up a lot the reconciliation process.
 .. seealso::
     * :doc:`ofx`
     * :doc:`qif`
-    * :doc:`synchronize`
+    * :doc:`bank_synchronization`
     * :doc:`manual`

accounting/bank/feeds/manual.rst

@@ -96,4 +96,4 @@ To close the bank statement, just click on **Validate**.
 .. seealso::
 
    * :doc:`../reconciliation/use_cases`
-   * :doc:`../feeds/synchronize`
+   * :doc:`../feeds/bank_synchronization`

accounting/bank/feeds/ofx.rst

@@ -62,5 +62,5 @@ speed up a lot the reconciliation process.
 .. seealso::
    * :doc:`qif`
    * :doc:`coda`
-   * :doc:`synchronize`
+   * :doc:`bank_synchronization`
    * :doc:`manual`

accounting/bank/feeds/qif.rst

@@ -63,5 +63,5 @@ speed up a lot the reconciliation process.
 .. seealso::
    * :doc:`ofx`
    * :doc:`coda`
-   * :doc:`synchronize`
+   * :doc:`bank_synchronization`
    * :doc:`manual`

accounting/bank/feeds/synchronize.rst

@@ -1,112 +0,0 @@
-=======================================
-How to synchronize Odoo with your bank?
-=======================================
-
-Odoo is able to synchronize directly with your bank in order to get all
-bank statements imported automatically in Odoo every 4 hours. Before
-moving forward in this tutorial, you should check if your bank is
-supported. You can find it out from the `Odoo Accounting Features <https://www.odoo.com/page/accounting-features>`__
-
-.. image:: media/synchronize01.png
-   :align: center
-
-Search for your bank name in the above page. If your bank appears in the
-proposition, it means it is supported by Odoo. The countries which are
-fully supported (meaning more than 95% of the banks) include: United
-States, Canada, New Zealand, Austria. More than 30 countries are
-partially supported, including: Colombia, India, France, Spain, etc.
-
-In order to connect with the banks, Odoo uses two web-services:
-
--  Plaid: for the main banks in the U.S.
-
--  Yodlee: for all other banks
-
-Configuration
-=============
-
-Odoo Online Users
------------------
-
-If you we support banks of your country, the bank integration feature
-should already been installed. If it's not installed, you can manually
-install the module **account_yodlee**.
-
-Odoo Enterprise Users
----------------------
-
-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.
-
-.. note::
-   you might want to check that you don't have a firewall/proxy blocking the following addresses
-   
-   * https://onlinesync.odoo.com/
-   * https://api.plaid.com/
-
-
-Sync your bank feeds
-====================
-
-Once the Plaid or Yodlee interface is installed, you can connect Odoo to
-your bank. To do that, click on **More** on the bank of your
-choice from the accounting dashboard. In the menu, click on Settings to
-configure this bank account.
-
-.. image:: media/synchronize02.png
-   :align: center
-
-In the bank form, from the Bank Account tab, set the bank feeds option
-to **Bank Synchronization**.
-
-.. image:: media/synchronize03.png
-   :align: center
-
-Once it's done, go back to your accounting dashboard. You should see a
-**Online Synchronization** button on your bank card. Click on this button
-and fill in your bank credentials.
-
-Once you filled in your credentials, your bank feeds will be
-synchronized every 4 hours.
-
-FAQ 
-===
-
-The synchronization is not working in real time, is it normal?
---------------------------------------------------------------
-
-Yodlee tries to get the data from a bank account once a day. However, this doesn't
-always happen at the same time. And sometimes the process can fail. In that case,
-Yodlee retries one hour or two later. This is why in Odoo there is a cron that is
-running every 4 hours to fetch the information from Yodlee. 
-
-You can however force this synchronization by clicking on the button "Synchronize now"
-from the accounting dashboard. 
-
-Moreover, a transaction can be visible in your bank account but not being fetched
-by Yodlee. Indeed, the transaction in your bank account can have the status "pending"
-and not the status "posted". In that case, Yodlee won't import it, you will have to
-wait till the status changes. 
-
-What is important to remember is that Yodlee is not a service fetching transactions
-in real time. This is a service to facilitate the import of the bank statements to the database. 
-
-Is the Yodlee 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. 
-
-Some banks have a status "Beta", what does it mean? 
----------------------------------------------------
-
-This means that Yodlee is only currently working on developing the synchronization
-with this bank. The synchronization could already work or it may need a bit more time
-to have a 100% working synchronization. Unfortunately, there is not much to do about it
-except for being patient. 
-
-All my past transactions are not in Odoo, why?
-----------------------------------------------
-
-Yodlee only allows to fetch transactions up to 3 months in the past.

accounting/bank/reconciliation/use_cases.rst

@@ -106,5 +106,5 @@ right and validate all related payments :
 
 .. seealso::
    * :doc:`../feeds/ofx`
-   * :doc:`../feeds/synchronize`
+   * :doc:`../feeds/bank_synchronization`
    * :doc:`../feeds/manual`