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

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

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@ -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
=============

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======================================
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 dont 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`