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content/applications/finance/accounting/bank/setup/bank_accounts.rst
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Bank Accounts Bank Accounts
============= =============
You can manage as many **Bank Accounts** as needed on your database. Configuring them well allows You can manage as many **Bank Accounts** as needed on your database. Configuring them properly allows
you to make sure that all your banking data is up to date and ready for the reconciliation with your you to ensure that all your banking data is up to date and ready to be reconciled with your
*Journal Entries*. *Journal Entries*.
In Odoo Accounting, each Bank Account is configured to have a dedicated *Journal* which is 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 Add a new Bank Account
====================== ======================
You can either connect your bank account to your Odoo database, or configure your bank account You can either synch your bank account directly to your Odoo database, or configure it
manually and :doc:`upload the bank statements manually <../feeds/bank_statements>`. so you can and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
Bank Synchronization 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 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. *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 You can configure which types of payments are enabled and if they use their own Outstanding
how the bank statements are recorded and posted in the **Bank Statements** section. 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 .. image:: media/bank_accounts_configuration.png
:align: center :align: center
@ -92,4 +93,4 @@ how the bank statements are recorded and posted in the **Bank Statements** secti
.. seealso:: .. seealso::
* :doc:`../../bank/feeds/bank_synchronization` * :doc:`../../bank/feeds/bank_synchronization`
* :doc:`../feeds/bank_statements` * :doc:`../feeds/bank_statements`
* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_ * `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_