documentation/content/applications/finance/accounting/bank/setup/create_bank_account.rst
Antoine Vandevenne (anv) e3fee2cf46 [REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
  - The theme, config, Makefile, and similar technical resources had to
    be duplicated. This resulted in inconsistent layout, features, and
    build environments from one documentation to another.
  - Some pages did not fit either documentation as they were relevant
    for both users and developers. Some were relevant to neither of the
    two (e.g., DB management).
  - Cross-doc references had to be absolute links and they broke often.
  - Merging large image files in the developer documentation would bloat
    the odoo/odoo repository. Some contributions had to be lightened to
    avoid merging too many images (e.g., Odoo development tutorials).
  - Long-time contributors to the user documentation were chilly about
    going through the merging process of the developer documentation
    because of the runbot, mergebot, `odoo-dev` repository, etc.
  - Some contributors would look for the developer documentation in the
    `odoo/documentation-user` repository.
  - Community issues about the user documentation were submitted on the
    `odoo/odoo` repository and vice-versa.

Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.

As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.

The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.

task-2351938
task-2352371
task-2205684
task-2352544

Closes #945
2021-05-04 15:44:00 +02:00

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2.0 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.
.. 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