2fb77cf3ff
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit:
- removes the main "settings" section
- move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
- it replaces the references to that doc with `:ref:` directives
rather than `:doc:` directives
- it is worth noting that it also fixes plenty of links that
previously referred to "developer_mode" (the category) rather than
"developer_mode/activate" (the document)
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======================================
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Ponto as Bank Synchronization provider
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======================================
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**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
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place and directly see all their transactions within one app. It is a third-party solution that is
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continuously expanding the number of bank institutions that can be synchronized with Odoo.
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.. image:: media/ponto_logo.png
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:align: center
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:alt: Logo of the Ponto brand
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**Odoo Accounting** can synchronize directly with your bank to get all bank statements imported
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automatically into your database. This allows for easier **bank reconciliation**. When :doc:`adding
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a bank account on Odoo <../setup/bank_accounts>`, you can see if your bank requires a
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connection through Ponto by searching for your bank institution, and clicking on it.
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.. image:: media/ponto_add_bank.png
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:align: center
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:alt: Click on a bank institution to see which third party service is required to synchronize
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your bank with Odoo Accounting
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.. note::
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You can find more information about bank synchronization :doc:`on this page
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<bank_synchronization>`.
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Configuration
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=============
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Link your bank accounts with Ponto
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----------------------------------
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#. Go to `Ponto's website (https://myponto.com) <https://myponto.com>`_.
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#. Create an account if you don’t have one yet.
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#. Once you are logged in, create an *organization*.
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.. image:: media/ponto_organization.png
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:alt: Fill out the form to add an organization in Ponto
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#. | Go to :menuselection:`Accounts --> Live`, and click on *Add account*.
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| You might have to add your **Billing Information** first.
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#. Select your bank institution and follow the steps on-screen to link your bank account with your
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Ponto account.
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#. Make sure to add all the bank accounts you want to synchronize with your Odoo database before
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moving on to the next steps.
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.. _ponto-link-odoo:
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Link your Ponto account with your Odoo database
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-----------------------------------------------
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Odoo requires you to insert your Ponto's **Client ID** and **Secret ID** to synchronize both
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platforms.
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.. image:: media/ponto_link_odoo.png
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:align: center
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:alt: Logo of the Ponto brand
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#. To generate these IDs, go to :menuselection:`Ponto Dashboard --> Integration --> Live`, click on
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*Add Integration*, fill out the form, and select which accounts you want to synchronize.
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#. Copy the Client ID and Secret ID generated and paste them in Odoo.
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#. Configure the synchronization options:
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- **Action**: define if Odoo must create a new *Journal* for this bank account, link to an
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existing Journal, or create no link.
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- **Journal**: select the appropriate *Journal*.
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- **Synchronization Frequency**: define how often Odoo should fetch the bank statements.
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.. image:: media/ponto_synchronization.png
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:align: center
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:alt: Configure the bank synchronization through Ponto on your Odoo database
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.. tip::
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It is good practice to have one Journal per bank account. If you synchronize a single bank
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account, link it to the existing *Bank* journal. If you have multiple accounts, it is recommended
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to pick the *Create new journal* option for all additional accounts.
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.. _ponto-update-credentials:
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Update your synchronization credentials
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---------------------------------------
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You might have to update your Ponto credentials or modify the synchronization settings.
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To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Accounting
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--> Configuration --> Online Synchronization`.
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Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
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the synchronization settings.
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Deprecated API tokens
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=====================
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Ponto's previous synchronization system using API tokens is now deprecated.
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This section is only relevant for users who had previously linked Ponto with Odoo using a single API
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token instead of the current synchronization system with a *Client ID* and a *Secret ID*.
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#. **Update** your database.
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- | *SaaS* and *Odoo.sh* users:
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| you can skip this step, as your database is automatically updated.
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- | *Community* and *Enterprise* users:
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| download the latest Odoo source code for your version (you can download it from `this link
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<https://odoo.com/download>`_ or from GitHub), install it, and restart your server.
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#. | Do a **hard refresh** of your Odoo page by pressing *CTRL + F5*.
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| A hard refresh clears the cache and the javascript code for the current page.
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#. To **generate your access key**, follow :ref:`the steps above <ponto-link-odoo>`.
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#. To **update your credentials**, follow :ref:`the steps above <ponto-update-credentials>`.
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.. seealso::
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* :doc:`bank_synchronization`
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* :doc:`../setup/bank_accounts`
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* :doc:`bank_statements`
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