ea54d7f4b6
task-4118449
closes odoo/documentation#10965
X-original-commit: 259e6bb272
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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=====
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Ponto
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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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**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.
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.. seealso::
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- :doc:`../bank_synchronization`
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- :doc:`../transactions`
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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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:alt: Fill out the form to add an organization in Ponto.
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#. Go to :menuselection:`Accounts --> Live`, and click :guilabel:`Add account`. You might have to
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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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:alt: Add bank accounts to your Ponto account.
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#. Add all bank accounts you want to synchronize with your Odoo database and move 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 for your institution and select it so you can verify that the third party provider is
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Ponto.
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#. Click :guilabel:`Connect` and follow the steps.
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#. Select **all accounts** you want to access and synchronize in Odoo, even the ones coming from
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other banking institutions.
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.. image:: ponto/ponto-select-accounts.png
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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 in the second step.
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Update your synchronization credentials
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---------------------------------------
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To update your Ponto credentials or modify the synchronization settings, activate the
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:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
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Online Synchronization`, and select the institution from which you want to fetch the other
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accounts. Click :guilabel:`Fetch Accounts` to start the flow.
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.. note::
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During the update, select **all accounts** you want to synchronize, even the ones coming from
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other banking institutions.
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Fetch new accounts
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------------------
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To add new online accounts to your connection, activate the :ref:`developer mode <developer-mode>`,
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go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the
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institution from which you want to fetch the other accounts. Click :guilabel:`Fetch Accounts` to
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start the flow.
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.. note::
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Don't forget to keep authorization for existing accounts (for all institutions that you have
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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 **6 months** (180 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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