[ADD] accounting: new documentation about synchronization with Ponto (#597)

accounting/bank/feeds.rst

@@ -7,4 +7,5 @@ Bank Feeds
 
    feeds/bank_statements
    feeds/bank_synchronization
+   feeds/ponto
    feeds/paypal

accounting/bank/feeds/bank_synchronization.rst

@@ -22,7 +22,7 @@ To connect to the banks, Odoo uses multiple web-services:
 
 - **Plaid**: Mainly for the U.S
 - **Yodlee**: Worldwide
-- **Ponto**: For a growing number of European Banks
+- **Ponto**: For a growing number of European Banks. (:doc:`Click here for more information <ponto>`)
 
 Configuration
 =============

accounting/bank/feeds/ponto.rst

@@ -0,0 +1,116 @@
+======================================
+Ponto as Bank Synchronization provider
+======================================
+
+**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
+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:: media/ponto_logo.png
+   :align: center
+   :alt: Logo of the Ponto brand
+
+**Odoo Accounting** can synchronize directly with your bank to get all bank statements imported
+automatically into your database. This allows for easier **bank reconciliation**. When :doc:`adding
+a bank account on Odoo <../setup/create_bank_account>`, you can see if your bank requires a
+connection through Ponto by searching for your bank institution, and clicking on it.
+
+.. image:: media/ponto_add_bank.png
+   :align: center
+   :alt: Click on a bank institution to see which third party service is required to synchronize
+         your bank with Odoo Accounting
+
+.. note::
+   You can find more information about bank synchronization :doc:`on this page
+   <bank_synchronization>`.
+
+Configuration
+=============
+
+Link your bank accounts with Ponto
+----------------------------------
+
+#. Go to `Ponto's website (https://myponto.com) <https://myponto.com>`_.
+#. Create an account if you don’t have one yet.
+#. Once you are logged in, create an *organization*.
+
+   .. image:: media/ponto_organization.png
+      :alt: Fill out the form to add an organization in Ponto
+
+#. | Go to :menuselection:`Accounts --> Live`, and click on *Add account*.
+   | You might have to add your **Billing Information** first.
+#. Select your bank institution and follow the steps on-screen to link your bank account with your
+   Ponto account.
+#. Make sure to add  all the bank accounts you want to synchronize with your Odoo database before
+   moving on to the next steps.
+
+.. _ponto-link-odoo:
+
+Link your Ponto account with your Odoo database
+-----------------------------------------------
+
+Odoo requires you to insert your Ponto's **Client ID** and **Secret ID** to synchronize both
+platforms.
+
+.. image:: media/ponto_link_odoo.png
+   :align: center
+   :alt: Logo of the Ponto brand
+
+#. To generate these IDs, go to :menuselection:`Ponto Dashboard --> Integration --> Live`, click on
+   *Add Integration*, fill out the form, and select which accounts you want to synchronize.
+#. Copy the Client ID and Secret ID generated and paste them in Odoo.
+#. Configure the synchronization options:
+
+   - **Action**: define if Odoo must create a new *Journal* for this bank account, link to an
+     existing Journal, or create no link.
+   - **Journal**: select the appropriate *Journal*.
+   - **Synchronization Frequency**: define how often Odoo should fetch the bank statements.
+
+.. image:: media/ponto_synchronization.png
+   :align: center
+   :alt: Configure the bank synchronization through Ponto on your Odoo database
+
+.. tip::
+   It is good practice to have one Journal per bank account. If you synchronize a single bank
+   account, link it to the existing *Bank* journal. If you have multiple accounts, it is recommended
+   to pick the *Create new journal* option for all additional accounts.
+
+.. _ponto-update-credentials:
+
+Update your synchronization credentials
+---------------------------------------
+
+You might have to update your Ponto credentials or modify the synchronization settings.
+
+To do so, activate the :doc:`Developer Mode <../../../general/developer_mode/activate>`, and go to
+:menuselection:`Accounting --> Configuration --> Online Synchronization`.
+
+Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
+the synchronization settings.
+
+Deprecated API tokens
+=====================
+
+Ponto's previous synchronization system using API tokens is now deprecated.
+
+This section is only relevant for users who had previously linked Ponto with Odoo using a single API
+token instead of the current synchronization system with a *Client ID* and a *Secret ID*.
+
+#. **Update** your database.
+
+   - | *SaaS* and *Odoo.sh* users:
+     | you can skip this step, as your database is automatically updated.
+   - | *Community* and *Enterprise* users:
+     | download the latest Odoo source code for your version (you can download it from `this link
+       <https://odoo.com/download>`_ or from GitHub), install it, and restart your server.
+
+#. | Do a **hard refresh** of your Odoo page by pressing *CTRL + F5*.
+   | A hard refresh clears the cache and the javascript code for the current page.
+#. To **generate your access key**, follow :ref:`the steps above <ponto-link-odoo>`.
+#. To **update your credentials**, follow :ref:`the steps above <ponto-update-credentials>`.
+
+.. seealso::
+
+   * :doc:`bank_synchronization`
+   * :doc:`../setup/create_bank_account`
+   * :doc:`bank_statements`