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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Salt Edge as bank synchronization provider
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==========================================
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**Salt Edge** is a third-party provider that aggregates banking information
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from your bank accounts. It supports ~5000 institutions in more than 50
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countries.
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.. image:: saltedge/saltedge-logo.png
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:align: center
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:alt: Salt Edge Logo
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Odoo can synchronize directly with your bank to get all bank statements imported
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automatically into your database.
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Salt Edge is a free third-party provider.
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Configuration
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=============
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Link your bank accounts with Odoo
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---------------------------------
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#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration
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--> Add a Bank Account`.
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#. Select the institution you want to synchronize. You can see if Salt Edge is the
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third party provider of the institution by selecting it.
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#. After giving your phone number, you are asked for an email address. This email
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address is used to create your Salt Edge account. Please make sure you enter a
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valid email address, as otherwise, you will not be able to access your Salt Edge
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account.
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.. image:: saltedge/saltedge-contact-email.png
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:align: center
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:alt: Email address to provide to Salt Edge for the creation of your account.
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#. After entering your email address, you are redirected to Salt Edge to continue
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the synchronization process.
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.. image:: saltedge/saltedge-login-page.png
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:align: center
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:alt: Salt Edge Login page.
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#. Make sure you give your consent by checking the consent checkbox.
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.. image:: saltedge/saltedge-give-consent.png
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:align: center
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:alt: Salt Edge give consent page.
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#. Complete the synchronization by following the steps.
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Update your credentials
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-----------------------
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You might have to update your Salt Edge credentials or modify the synchronization settings.
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To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and
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select the institution you want to update credentials. Click on the *Update Credentials* button
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to start the flow and follow the steps.
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Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
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your information.
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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
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select the institution to fetch the new accounts. Click on the *Fetch Accounts* button
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to start the flow and follow the steps.
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Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
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your information.
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FAQ
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===
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I have an error when I try to delete my synchronization within Odoo
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-------------------------------------------------------------------
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Odoo can't permanently delete the connection you have created with the banking institution. However,
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it can revoke the consent you gave so that Odoo won't be able to access your account anymore. The
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error you are seeing is probably a message telling you that the consent was revoked, but the record
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could not be deleted as it still exists within Salt edge. If you want to remove the connection
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completely, please connect to your `Salt Edge account <https://www.saltedge.com/dashboard>`_
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and manually delete your synchronization. Once this is done, you can go back to Odoo to delete the
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record.
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I have an error saying that I have already synchronized this account
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--------------------------------------------------------------------
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You have probably already synchronized your bank account with Salt Edge, please check on your `dashboard
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<https://www.saltedge.com/dashboard>`_ that you don't already have a connection with the same
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credentials.
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In case you already have a synchronization with the same credentials present on your Salt Edge
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dashboard and this synchronization has not been created with Odoo, please delete it and create it
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from your Odoo database.
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In case you already have a connection with the same credentials present on your Salt Edge dashboard
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and this synchronization was created with Odoo, you will normally be able to find it by going to
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:menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
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*Update Credentials* to reactivate the connection.
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.. seealso::
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* :doc:`bank_synchronization`
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* :doc:`ponto`
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* :doc:`bank_statements`
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