70 lines
2.2 KiB
ReStructuredText
70 lines
2.2 KiB
ReStructuredText
================================
|
|
How to setup a new bank account?
|
|
================================
|
|
|
|
In Odoo, you can manage multiple bank accounts. In this page, you will
|
|
be guided in the creation, modification or deletion of a bank or a
|
|
credit card account.
|
|
|
|
Edit a bank account
|
|
--------------------
|
|
|
|
To ease the process, a bank account is already there. We suggest you to
|
|
edit it first before filling your own bank information.
|
|
|
|
Go to :menuselection:`Accounting --> Configuration --> Bank
|
|
Accounts` and click on the **Bank** item. Edit it.
|
|
|
|
.. image:: media/image04.png
|
|
:align: center
|
|
|
|
.. note::
|
|
|
|
Odoo will detect the bank account type (e.g. IBAN) to allow some payment
|
|
method like SEPA
|
|
|
|
|
|
Create a bank account
|
|
---------------------
|
|
|
|
Go to :menuselection:`Accounting --> Configuration --> Bank
|
|
Accounts`. Click on **create** and fill in the form. You can
|
|
decide to show the bank account number in you intend to send documents
|
|
like sales orders or invoices. Select the payments methods you
|
|
support with this bank account.
|
|
|
|
.. image:: media/image06.png
|
|
:align: center
|
|
|
|
.. note::
|
|
|
|
If you are working in a multi-company environnement, you'll have to switch
|
|
the company on your user preferences in order to add, edit or delete bank
|
|
accounts from another company.
|
|
|
|
.. demo:fields:: base.action_res_partner_bank_account_form
|
|
|
|
.. demo:action:: base.action_res_partner_bank_account_form
|
|
|
|
View *Bank Account* in our Online Demonstration
|
|
|
|
.. todo:: add inherited field tooltip
|
|
|
|
**Display on reports :** Display this bank account on the documents that
|
|
will be printed or send to the customers
|
|
|
|
**Bank Identifier Code** = BIC : SWIFT Address assigned to a bank in
|
|
order to send automated payments quickly and accurately to the banks
|
|
concerned
|
|
|
|
The initial balance of a bank statement will be set to the closing balance of the previous one within the same journal automatically.
|
|
|
|
Delete a bank account or credit card account
|
|
--------------------------------------------
|
|
|
|
From the list of bank accounts, select items to delete and delete them from the action menu or go to the form and delete a single item from the action menu
|
|
|
|
.. |image5| image:: media/image05.png
|
|
:class: btn-group
|
|
|