e10581ef6e
*: accounting, inventory, purchase As these buttons points to demo.odoo.com, it is outdated very quickly and leads to weird results were a button on the 10.0 documentation points to demo.odoo.com that runs 13.0 or no longer exists.
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64 lines
2.0 KiB
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================================
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How to setup a new bank account?
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================================
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In Odoo, you can manage multiple bank accounts. In this page, you will
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be guided in the creation, modification or deletion of a bank or a
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credit card account.
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Edit a bank account
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--------------------
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To ease the process, a bank account is already there. We suggest you to
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edit it first before filling your own bank information.
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Go to :menuselection:`Accounting --> Configuration --> Bank
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Accounts` and click on the **Bank** item. Edit it.
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.. image:: media/image04.png
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:align: center
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.. note::
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Odoo will detect the bank account type (e.g. IBAN) to allow some payment
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method like SEPA
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Create a bank account
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---------------------
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Go to :menuselection:`Accounting --> Configuration --> Bank
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Accounts`. Click on **create** and fill in the form. You can
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decide to show the bank account number in you intend to send documents
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like sales orders or invoices. Select the payments methods you
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support with this bank account.
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.. image:: media/image06.png
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:align: center
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.. note::
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If you are working in a multi-company environnement, you'll have to switch
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the company on your user preferences in order to add, edit or delete bank
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accounts from another company.
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.. todo:: add inherited field tooltip
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**Display on reports :** Display this bank account on the documents that
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will be printed or send to the customers
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**Bank Identifier Code** = BIC : SWIFT Address assigned to a bank in
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order to send automated payments quickly and accurately to the banks
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concerned
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The initial balance of a bank statement will be set to the closing balance of the previous one within the same journal automatically.
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Delete a bank account or credit card account
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--------------------------------------------
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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
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.. |image5| image:: media/image05.png
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:class: btn-group
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