4649c3f8d1
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2067
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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:: ponto/ponto-logo.png
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:align: center
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:alt: Logo of the Ponto brand
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**Odoo** can synchronize directly with your bank to get all bank statements imported automatically
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into your database.
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Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
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and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
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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:: ponto/ponto-organization.png
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:align: center
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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 country, your bank institutions, give your consent to Ponto, and follow the steps
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on-screen to link your bank account with your Ponto account.
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.. image:: ponto/ponto-add-account.png
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:align: center
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:alt: Add bank accounts to your Ponto account.
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#. Make sure to add all bank accounts you want to synchronize with your Odoo database before moving
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on to the next steps.
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Link your Ponto account with your Odoo database
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-----------------------------------------------
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#. Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
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#. Search your institution, make sure to select the right institution. By selecting the institution,
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you can verify that the third party provider is Ponto.
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#. Click on *Connect* and follow the steps.
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#. At some point, you will have to authorize the accounts you want to access in Odoo. Please select
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**all the accounts** you want to synchronize. Even the ones coming from other banking
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institutions.
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.. image:: ponto/ponto-select-accounts.png
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:align: center
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:alt: Selection of the accounts you wish to synchronize with Odoo.
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#. Finish the flow.
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.. note::
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You have to authorize all the accounts you want to access in Odoo but, Odoo will filter the
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accounts based on the institution you selected at the second step.
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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, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
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the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
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flow.
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During the update, select **all the accounts** you want to synchronize, even the ones coming
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from other banking institutions.
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Fetch new accounts
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------------------
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You might want to add new online accounts to your connection.
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To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
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the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
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flow.
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Don't forget to keep authorization for existing accounts (for all institutions that you
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have synchronized with Ponto).
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FAQ
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===
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After my synchronization, no account appears
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--------------------------------------------
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You selected an institution from the list and did not authorize any accounts from this institution.
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I have an error about that my authorization has expired
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-------------------------------------------------------
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Every **3 months** (90 days) you must re-authorize the connection between your bank account
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and Ponto. This must be done from the `Ponto website <https://myponto.com>`_. If you do not
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do this, the synchronization will stop for these accounts.
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I have some errors with my beta institution
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-------------------------------------------
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Ponto provides institutions in *beta*, these institutions are not directly supported by Odoo
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and we advise you to contact Ponto directly.
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.. important::
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Using an institution in beta is beneficial for Ponto, it allows them to have real
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feedback on the connection with the institution.
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.. seealso::
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* :doc:`bank_synchronization`
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* :doc:`saltedge`
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* :doc:`bank_statements`
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