e3fee2cf46
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
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=======================================
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How to synchronize Odoo with your bank?
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=======================================
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Odoo is able to synchronize directly with your bank in order to get all
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bank statements imported automatically in Odoo every 4 hours. Before
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moving forward in this tutorial, you should check if your bank is
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supported. You can find it out from the `Odoo Accounting Features <https://www.odoo.com/page/accounting-features>`__
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.. image:: media/synchronize01.png
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:align: center
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Search for your bank name in the above page. If your bank appears in the
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proposition, it means it is supported by Odoo. The countries which are
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fully supported (meaning more than 95% of the banks) include: United
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States, Canada, New Zealand, Austria. More than 30 countries are
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partially supported, including: Colombia, India, France, Spain, etc.
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In order to connect with the banks, Odoo uses two web-services:
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- Plaid: for the main banks in the U.S.
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- Yodlee: for all other banks
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Configuration
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=============
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Odoo Online Users
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-----------------
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If you we support banks of your country, the bank integration feature
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should already been installed. If it's not installed, you can manually
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install the module **account_yodlee**.
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Odoo Enterprise Users
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---------------------
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If you plan to use a bank interface with your Odoo Enterprise
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subscription, you don't have to do anything special, just make sure that your database is registered with your Odoo Enterprise contract.
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.. note::
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you might want to check that you don't have a firewall/proxy blocking the following addresses
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* https://onlinesync.odoo.com/
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* https://api.plaid.com/
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Sync your bank feeds
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====================
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Once the Plaid or Yodlee interface is installed, you can connect Odoo to
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your bank. To do that, click on **More** on the bank of your
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choice from the accounting dashboard. In the menu, click on Settings to
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configure this bank account.
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.. image:: media/synchronize02.png
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:align: center
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In the bank form, from the Bank Account tab, set the bank feeds option
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to **Bank Synchronization**.
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.. image:: media/synchronize03.png
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:align: center
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Once it's done, go back to your accounting dashboard. You should see a
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**Online Synchronization** button on your bank card. Click on this button
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and fill in your bank credentials.
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Once you filled in your credentials, your bank feeds will be
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synchronized every 4 hours.
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FAQ
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===
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The synchronization is not working in real time, is it normal?
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--------------------------------------------------------------
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Yodlee tries to get the data from a bank account once a day. However, this doesn't
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always happen at the same time. And sometimes the process can fail. In that case,
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Yodlee retries one hour or two later. This is why in Odoo there is a cron that is
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running every 4 hours to fetch the information from Yodlee.
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You can however force this synchronization by clicking on the button "Synchronize now"
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from the accounting dashboard.
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Moreover, a transaction can be visible in your bank account but not being fetched
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by Yodlee. Indeed, the transaction in your bank account can have the status "pending"
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and not the status "posted". In that case, Yodlee won't import it, you will have to
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wait till the status changes.
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What is important to remember is that Yodlee is not a service fetching transactions
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in real time. This is a service to facilitate the import of the bank statements to the database.
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Is the Yodlee feature included in my contract?
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----------------------------------------------
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- Enterprise Version: Yes, if you have a valid enterprise contract linked to your database.
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- Community Version: No, this feature is not included in the Community Version.
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- Online Version: Yes, even if you benefit from the One App Free contract.
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Some banks have a status "Beta", what does it mean?
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---------------------------------------------------
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This means that Yodlee is only currently working on developing the synchronization
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with this bank. The synchronization could already work or it may need a bit more time
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to have a 100% working synchronization. Unfortunately, there is not much to do about it
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except for being patient.
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All my past transactions are not in Odoo, why?
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----------------------------------------------
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Yodlee only allows to fetch transactions up to 3 months in the past.
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