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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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Bank Accounts
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=============
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You can manage as many **Bank Accounts** as needed on your database. Configuring them well allows
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you to make sure that all your banking data is up to date and ready for the reconciliation with your
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*Journal Entries*.
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In Odoo Accounting, each Bank Account is configured to have a dedicated *Journal* which is
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configured to post all entries in a dedicated *Account*.
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.. note:: Whenever you add a Bank Account, a dedicated journal and a dedicated account are
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automatically created and configured.
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Every **Bank Journal** is displayed by default on the **Accounting Overview** in the form of a
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convenient card. It includes action buttons that are displayed when appropriate.
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.. image:: bank_accounts/bank_accounts_card.png
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:align: center
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:alt: Bank Journals Cards are displayed on the Accounting Overview in Odoo Accounting
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.. _bank_accounts_add:
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Add a new Bank Account
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======================
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You can either connect your bank account to your Odoo database, or configure your bank account
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manually and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
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Bank Synchronization
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--------------------
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Connect your bank account to your database and have your bank statements synced automatically.
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To synchronize a new bank account, go to :menuselection:`Accounting --> Configuration`, click on
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*Add a Bank Account*, then find your bank in the list, click on *Connect*, and follow the
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instructions on-screen.
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.. note::
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:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this bank
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synchronization.
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.. image:: bank_accounts/bank_accounts_connect.png
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:align: center
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:alt: Select a bank institution in the list and connect it to Odoo Accounting
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Manual configuration
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--------------------
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If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
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your database, you may also configure your bank account manually.
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To add a new bank account manually, go to :menuselection:`Accounting --> Configuration`, click on
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*Add a Bank Account*, then on *Create it*, and fill out the form.
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- **Name**: the bank account's name, as displayed on Odoo.
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- **Account Number**: your bank account number (IBAN in Europe).
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- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
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name and its Identifier Code (BIC or SWIFT).
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- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
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a new Journal with this Short Code.
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- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
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to a bank account. If so, then select the *Journal* you want to use to record the financial
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transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
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.. note::
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Odoo detects the bank account type (e.g., IBAN) and enables some features accordingly.
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.. image:: bank_accounts/bank_accounts_manual.png
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:align: center
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:alt: Add manually a new bank account in Odoo Accounting
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.. _bank_accounts_configuration:
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Advanced configuration
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======================
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To edit an existing bank account, go to :menuselection:`Accounting --> Configuration --> Bank
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Accounts`, and open the bank account you want to modify.
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If you need to edit the bank account details, go to the *Bank Account* field and click on the
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*External Link* button next to the list arrow. There, you can edit the bank account's number,
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Account Holder, Account Holder Name, and your Bank Institution's details by clicking on the
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*External Link* next to the *Bank* field. These details are used to register some payments.
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You can configure which types of payments are enabled in the **Payment Method Types** section and
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how the bank statements are recorded and posted in the **Bank Statements** section.
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.. image:: bank_accounts/bank_accounts_configuration.png
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:align: center
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:alt: Advanced configuration of a bank account in Odoo Accounting
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.. seealso::
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* :doc:`../../bank/feeds/bank_synchronization`
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* :doc:`../feeds/bank_statements`
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* `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_ |