[IMP] accounting: add info on developer mode for bank online synch

task-4118449

closes odoo/documentation#10962

X-original-commit: 259e6bb272
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>

content/applications/finance/accounting/bank/bank_synchronization.rst

@@ -42,7 +42,7 @@ First synchronization
 ---------------------
 
 You can start synchronization either by going to the Accounting app and
-:menuselection:`Accounting Dashboard --> Configuration --> Banks: Add a Bank Account`.
+:menuselection:`Accounting --> Configuration --> Add a Bank Account`.
 
 Now you can search for your bank institution. Select it and follow the steps to synchronize with it.
 
@@ -70,19 +70,19 @@ By default, transactions fetched from an online source are grouped inside the sa
 one bank statement is created per month. You can change the bank statement creation periodicity
 in your journal settings.
 
-You can find all your synchronizations by going to :menuselection:`Accounting Dashboard -->
+To view all your synchronizations, activate the :ref:`developer mode <developer-mode>` and go to
-Configuration --> Accounting: Online Synchronization`.
+:menuselection:`Accounting --> Configuration --> Online Synchronization`.
 
 Synchronize manually
 --------------------
 
 After your first synchronization, the created journals are synchronized by default every 12 hours.
-If you wish, you can synchronize manually by clicking on the :guilabel:`Synchronize Now` button on
+If you wish, you can synchronize them manually by clicking on the :guilabel:`Synchronize Now` button
-the dashboard.
+on the dashboard.
 
-Or you can go to :menuselection:`Accounting Dashboard --> Configuration -->
+Alternatively, activate the :ref:`developer mode <developer-mode>`, go to
-Accounting: Online Synchronization`, select your institution and then click on the
+:menuselection:`Accounting --> Configuration --> Online Synchronization`, select your institution,
-:guilabel:`fetch transactions` button.
+and then click the :guilabel:`Fetch transactions` button.
 
 .. important::
    Some institutions do not allow transactions to be fetched automatically. For such institutions,
@@ -96,9 +96,10 @@ Issues
 Synchronization in error
 ------------------------
 
-To report a connection error to the `Odoo support <https://www.odoo.com/help>`_, go to
+To report a connection error to the `Odoo support <https://www.odoo.com/help>`_, activate the
-:menuselection:`Accounting Dashboard--> Configuration --> Accounting: Online Synchronization`,
+:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
-select the connection that failed, and copy the error description and the reference.
+Online Synchronization`, select the connection that failed, and copy the error description and the
+reference.
 
 Synchronization disconnected
 ----------------------------
@@ -128,14 +129,14 @@ Finally, make sure all your users refresh their Odoo page by pressing CTRL+F5.
 
 .. Note::
 
-   - All previous synchronizations are disconnected during the installation and won't work anymore.
+   - All previous synchronizations are disconnected during the installation and will not work
-   - You can find them directly in the synchronization menu
+     anymore. To view them, activate the :ref:`developer mode <developer-mode>` and go to
-     (:menuselection:`Accounting Dashboard --> Configuration -->
+     :menuselection:`Accounting --> Configuration --> Online Synchronization`). It is not possible
-     Accounting: Online Synchronization`). It is not possible to resynchronize these connections;
+     to resynchronize these connections; you have to make new ones.
-     you have to make new ones.
+   - Do not uninstall the `account_online_sync` module, which is the previous module for online
-   - Do not uninstall `account_online_sync`, which is the previous module for online
      synchronization. The new one overrides it.
-   - By default, `account_online_synchronization` is installed automatically with Accounting.
+   - By default, the `account_online_synchronization` module is installed automatically with
+     Accounting.
 
 FAQ
 ===
@@ -145,11 +146,11 @@ 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
-:guilabel:`Accounting Dashboard`, and click on the :guilabel:`Synchronize Now` button. You can also
+:guilabel:`Accounting Dashboard`, and click on the :guilabel:`Synchronize Now` button. Synchronize
-synchronize and fetch transactions through :menuselection:`Accounting Dashboard -->
+and fetch transactions by activating the :ref:`developer mode <developer-mode>` and going to
-Configuration --> Accounting: Online Synchronization`. Some providers only allow one refresh per
+:menuselection:`Accounting --> Configuration --> Online Synchronization`. Some providers only allow
-day, so it is possible that clicking on :guilabel:`Synchronize Now` does not get your latest
+one refresh per day, so it is possible that clicking on :guilabel:`Synchronize Now` does not get
-transactions if you already performed such action earlier in the day.
+your latest transactions if you already performed such action earlier in the day.
 
 A transaction can be visible on your bank account but not be fetched if it has the status
 :guilabel:`Pending`. Only transactions with the :guilabel:`Posted` status will be retrieved. If the
@@ -158,9 +159,9 @@ transaction is not **Posted** yet, you will have to wait until the status change
 Is the Online Bank Synchronization feature included in my contract?
 -------------------------------------------------------------------
 
-- **Community Version**: No, this feature is not included in the Community Version.
+- **Community Edition**: No, this feature is not included in the Community Version.
-- **Online Version**: Yes, even if you benefit from the One App Free contract.
+- **Online Edition**: Yes, even if you benefit from the One App Free contract.
-- **Enterprise Version**: Yes, if you have a valid enterprise contract linked to your database.
+- **Enterprise Edition**: Yes, if you have a valid enterprise contract linked to your database.
 
 Some banks have a status "Beta." What does this mean?
 -----------------------------------------------------
@@ -186,9 +187,9 @@ Why don't I see any transactions?
 ---------------------------------
 
 During your first synchronization, you selected the bank accounts you decided to synchronize with
-Odoo. If you didn't synchronize any of your accounts, you can go to
+Odoo. If you didn't synchronize any of your accounts, activate the :ref:`developer mode
-:menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization` to
+<developer-mode>`, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`,
-click on the :guilabel:`Fetch Account` button on the connection.
+and click the :guilabel:`Fetch Account` button on the connection.
 
 There may also be no new transactions.
 
@@ -198,9 +199,9 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
 How can I update my bank credentials?
 -------------------------------------
 
-You can update your credentials by going to :menuselection:`Accounting Dashboard -->
+To update your credentials, activate the :ref:`developer mode <developer-mode>` and go to
-Configuration --> Accounting: Online Synchronization`,open the connection you want to update your
+:menuselection:`Accounting --> Configuration --> Online Synchronization`. Open the connection you
-credentials and click on the :guilabel:`Update Credentials` button.
+want to update your credentials and click the :guilabel:`Update Credentials` button.
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst

@@ -7,7 +7,6 @@ in one place. It offers non-intrusive connectivity to ASPSPs' official APIs acro
 storing data.
 
 .. image:: enablebanking/enablebanking.png
-   :align: center
    :alt:   Enable Banking logo
 
 **Odoo** synchronizes directly with banks to get access to all bank transactions and automatically
@@ -30,7 +29,6 @@ Link bank accounts with Odoo
    :guilabel:`Continue authentication`;
 
    .. image:: enablebanking/enablebankingauth.png
-      :align: center
       :alt: Enable Banking authentication page
 
 #. Finally, you are redirected to your bank's login page.

content/applications/finance/accounting/bank/bank_synchronization/ponto.rst

@@ -6,14 +6,11 @@ Ponto
 place and directly see all their transactions within one app. It is a third-party solution that is
 continuously expanding the number of bank institutions that can be synchronized with Odoo.
 
-.. image:: ponto/ponto-logo.png
-   :alt: Logo of the Ponto brand
-
 **Odoo** can synchronize directly with your bank to get all bank statements imported automatically
 into your database.
 
 Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
-and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
+and Odoo.
 
 .. seealso::
    - :doc:`../bank_synchronization`
@@ -32,27 +29,25 @@ Link your bank accounts with Ponto
    .. image:: ponto/ponto-organization.png
       :alt: Fill out the form to add an organization in Ponto.
 
-#. | Go to :menuselection:`Accounts --> Live`, and click on *Add account*.
+#. Go to :menuselection:`Accounts --> Live`, and click :guilabel:`Add account`. You might have to
-   | You might have to add your **Billing Information** first.
+   add your **Billing Information** first.
 #. Select your country, your bank institutions, give your consent to Ponto, and follow the steps
    on-screen to link your bank account with your Ponto account.
 
    .. image:: ponto/ponto-add-account.png
       :alt: Add bank accounts to your Ponto account.
 
-#. Make sure to add all bank accounts you want to synchronize with your Odoo database before moving
+#. Add all bank accounts you want to synchronize with your Odoo database and move to the next steps.
-   on to the next steps.
 
 Link your Ponto account with your Odoo database
 -----------------------------------------------
 
 #. Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
-#. Search your institution, make sure to select the right institution. By selecting the institution,
+#. Search for your institution and select it so you can verify that the third party provider is
-   you can verify that the third party provider is Ponto.
+   Ponto.
-#. Click on *Connect* and follow the steps.
+#. Click :guilabel:`Connect` and follow the steps.
-#. At some point, you will have to authorize the accounts you want to access in Odoo. Please select
+#. Select **all accounts** you want to access and synchronize in Odoo, even the ones coming from
-   **all the accounts** you want to synchronize. Even the ones coming from other banking
+   other banking institutions.
-   institutions.
 
    .. image:: ponto/ponto-select-accounts.png
       :alt: Selection of the accounts you wish to synchronize with Odoo.
@@ -66,26 +61,26 @@ Link your Ponto account with your Odoo database
 Update your synchronization credentials
 ---------------------------------------
 
-You might have to update your Ponto credentials or modify the synchronization settings.
+To update your Ponto credentials or modify the synchronization settings, activate the
+:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
+Online Synchronization`, and select the institution from which you want to fetch the other
+accounts. Click :guilabel:`Fetch Accounts` to start the flow.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
+.. note::
-the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
+   During the update, select **all accounts** you want to synchronize, even the ones coming from
-flow.
+   other banking institutions.
-
-During the update, select **all the accounts** you want to synchronize, even the ones coming
-from other banking institutions.
 
 Fetch new accounts
 ------------------
 
-You might want to add new online accounts to your connection.
+To add new online accounts to your connection, activate the :ref:`developer mode <developer-mode>`,
+go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the
+institution from which you want to fetch the other accounts. Click :guilabel:`Fetch Accounts` to
+start the flow.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
+.. note::
-the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
+   Don't forget to keep authorization for existing accounts (for all institutions that you have
-flow.
+   synchronized with Ponto).
-
-Don't forget to keep authorization for existing accounts (for all institutions that you
-have synchronized with Ponto).
 
 FAQ
 ===

content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst

@@ -6,11 +6,6 @@ Salt Edge
 from your bank accounts. It supports ~5000 institutions in more than 50
 countries.
 
-.. image:: saltedge/saltedge-logo.png
-   :align: center
-   :width: 50%
-   :alt: Salt Edge Logo
-
 Odoo can synchronize directly with your bank to get all bank statements imported
 automatically into your database.
 
@@ -34,20 +29,17 @@ Link your bank accounts with Odoo
    account.
 
    .. image:: saltedge/saltedge-contact-email.png
-      :align: center
       :alt: Email address to provide to Salt Edge for the creation of your account.
 
 #. After entering your email address, you are redirected to Salt Edge to continue
    the synchronization process.
 
    .. image:: saltedge/saltedge-login-page.png
-      :align: center
       :alt: Salt Edge Login page.
 
 #. Make sure you give your consent by checking the consent checkbox.
 
    .. image:: saltedge/saltedge-give-consent.png
-      :align: center
       :alt: Salt Edge give consent page.
 
 #. Complete the synchronization by following the steps.
@@ -56,11 +48,10 @@ Link your bank accounts with Odoo
 Update your credentials
 -----------------------
 
-You might have to update your Salt Edge credentials or modify the synchronization settings.
+To update your Salt Edge credentials or modify the synchronization settings, activate the
-
+:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
-To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and
+Online Synchronization`, and select the institution you want to update credentials. Click
-select the institution you want to update credentials. Click on the *Update Credentials* button
+:guilabel:`Update Credentials` to start the flow and follow the steps.
-to start the flow and follow the steps.
 
 Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
 your information.
@@ -68,14 +59,14 @@ your information.
 Fetch new accounts
 ------------------
 
-You might want to add new online accounts to your connection.
+To add new online accounts to your connection, activate the :ref:`developer mode <developer-mode>`,
+go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the
+institution to fetch the new accounts. Click :guilabel:`Fetch Accounts` to start the flow and
+follow the steps.
 
-To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and
+.. note::
-select the institution to fetch the new accounts. Click on the *Fetch Accounts* button
+   Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access your
-to start the flow and follow the steps.
+   information.
-
-Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
-your information.
 
 FAQ
 ===
@@ -94,15 +85,15 @@ record.
 I have an error saying that I have already synchronized this account
 --------------------------------------------------------------------
 
-You have probably already synchronized your bank account with Salt Edge, please check on your `dashboard
+You have probably already synchronized your bank account with Salt Edge, please check on your
-<https://www.saltedge.com/dashboard>`_ that you don't already have a connection with the same
+`dashboard <https://www.saltedge.com/dashboard>`_ that you don't already have a connection with the
-credentials.
+same credentials.
 
-In case you already have a synchronization with the same credentials present on your Salt Edge
+If you already have a synchronization with the same credentials present on your Salt Edge
-dashboard and this synchronization has not been created with Odoo, please delete it and create it
+dashboard and this synchronization has not been created with Odoo, delete it and create it from your
-from your Odoo database.
+Odoo database.
 
-In case you already have a connection with the same credentials present on your Salt Edge dashboard
+If you already have a connection with the same credentials present on your Salt Edge dashboard
-and this synchronization was created with Odoo, you will normally be able to find it by going to
+and this synchronization was created with Odoo, activate the :ref:`developer
-:menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
+mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration --> Online
-*Update Credentials* to reactivate the connection.
+Synchronization`, and click :guilabel:`Update Credentials` to reactivate the connection.