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[IMP] accounting: add new version of doc about bank accounts

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and minor fixes to the Initial Setup doc.
This commit is contained in:
Jonathan Castillo
2020-04-03 09:21:31 +02:00
committed by Jonathan
parent b716c3cfcd
commit 56281b94e5
16 changed files with 117 additions and 82 deletions
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accounting/overview/getting_started/setup.rst
+15 -13
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@@ -50,30 +50,31 @@ such as on invoices.
Bank Account
------------
Connect your bank account database to your database, and have your bank statements synced
automatically. To do so, find your bank on the list, click on *Connect*, and follow the instructions
on-screen.
Connect your bank account to your database and have your bank statements synced automatically. To do
so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
.. note::
:doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
If your bank can’t be synchronized automatically, or if you prefer not to sync your bank account
with your database, you may also configure your bank account manually by clicking on *Create it*,
and filling out the form.
If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
your database, you may also configure your bank account manually by clicking on *Create it*, and
filling out the form.
- **Name**: the bank account's name, as displayed on Odoo.
- **Account Number**: your bank account number (IBAN in Europe).
- **Bank**: click on *Create and Edit* to configure the bank's details. Add the real bank's name
and its Identifier Code (BIC or SWIFT).
- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
name and its Identifier Code (BIC or SWIFT).
- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
a new Journal with this Short Code.
- **Journal**: if this field is displayed, then select the *Journal* you want to use to record the
financial transactions linked to this bank account, or create a new one by clicking on *Create and
Edit*.
- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
to a bank account. If so, then select the *Journal* you want to use to record the financial
transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
.. note::
You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
--> Configuration`, and clicking on *Add a Bank Account*.
- You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
--> Configuration`, and clicking on *Add a Bank Account*.
- :doc:`Click here <../../bank/setup/bank_accounts>` for more information about Bank
Accounts.
.. _accounting-setup-periods:
@@ -184,6 +185,7 @@ Sample Invoice
Send yourself a sample invoice by email to make sure everything is correctly configured.
.. seealso::
* :doc:`../../bank/setup/bank_accounts`
* :doc:`chart_of_accounts`
* :doc:`../../bank/feeds/bank_synchronization`
* `Odoo Learn: Accounting Basics <https://www.odoo.com/r/lsZ>`_