diff --git a/accounting/bank/feeds/media/synchronize01.png b/accounting/bank/feeds/media/synchronize01.png new file mode 100644 index 000000000..9c3d8ab8d Binary files /dev/null and b/accounting/bank/feeds/media/synchronize01.png differ diff --git a/accounting/bank/feeds/media/synchronize02.png b/accounting/bank/feeds/media/synchronize02.png new file mode 100644 index 000000000..85aeec488 Binary files /dev/null and b/accounting/bank/feeds/media/synchronize02.png differ diff --git a/accounting/bank/feeds/media/synchronize03.png b/accounting/bank/feeds/media/synchronize03.png new file mode 100644 index 000000000..e51313de9 Binary files /dev/null and b/accounting/bank/feeds/media/synchronize03.png differ diff --git a/accounting/bank/feeds/synchronize.rst b/accounting/bank/feeds/synchronize.rst index f01074a13..b7a00d96a 100644 --- a/accounting/bank/feeds/synchronize.rst +++ b/accounting/bank/feeds/synchronize.rst @@ -1,3 +1,68 @@ ======================================= 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 `__ + +.. 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, contact `Odoo Support `__ in +order to get the credentials to sync Yodlee or Plaid with your bank +accounts. + +Once you get your credentials, you can register them from the +:menuselection:`Configuration --> Settings` menu of the Accounting application. + +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.