Update bank_accounts.rst

This commit is contained in:
Ray Carnes 2021-09-16 11:14:14 -07:00 committed by GitHub
parent b3c9728ec6
commit 86cec881de
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23

View File

@ -2,8 +2,8 @@
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
You can manage as many **Bank Accounts** as needed on your database. Configuring them properly allows
you to ensure that all your banking data is up to date and ready to be reconciled with your
*Journal Entries*.
In Odoo Accounting, each Bank Account is configured to have a dedicated *Journal* which is
@ -24,8 +24,8 @@ convenient card. It includes action buttons that are displayed when appropriate.
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>`.
You can either synch your bank account directly to your Odoo database, or configure it
so you can and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
Bank Synchronization
--------------------
@ -82,8 +82,9 @@ If you need to edit the bank account details, go to the *Bank Account* field and
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.
You can configure which types of payments are enabled and if they use their own Outstanding
Accounts by editing the Payment Method on the **Incoming/Outgoing Payments** tab and
how the bank statements are recorded and posted in the **Bank Feeds** section on the Journal Entries tab.
.. image:: media/bank_accounts_configuration.png
:align: center
@ -92,4 +93,4 @@ how the bank statements are recorded and posted in the **Bank Statements** secti
.. seealso::
* :doc:`../../bank/feeds/bank_synchronization`
* :doc:`../feeds/bank_statements`
* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_
* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_