diff --git a/content/applications/finance/accounting/bank/setup/bank_accounts.rst b/content/applications/finance/accounting/bank/setup/bank_accounts.rst index 8dd9d396c..9db64f7cc 100644 --- a/content/applications/finance/accounting/bank/setup/bank_accounts.rst +++ b/content/applications/finance/accounting/bank/setup/bank_accounts.rst @@ -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 `_ \ No newline at end of file + * `Odoo Tutorials: Accounting Basics `_