[MOV] accounting: structure of bank sync docs

X-original-commit: d694c6c9f5
Part-of: odoo/documentation#4002

content/applications/finance/accounting/bank/bank_synchronization/ponto.rst

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+=====
+Ponto
+=====
+
+**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
+place and directly see all their transactions within one app. It is a third-party solution that is
+continuously expanding the number of bank institutions that can be synchronized with Odoo.
+
+.. image:: ponto/ponto-logo.png
+   :align: center
+   :alt: Logo of the Ponto brand
+
+**Odoo** can synchronize directly with your bank to get all bank statements imported automatically
+into your database.
+
+Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
+and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
+
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - :doc:`../transactions`
+
+Configuration
+=============
+
+Link your bank accounts with Ponto
+----------------------------------
+
+#. Go to `Ponto's website (https://myponto.com) <https://myponto.com>`_.
+#. Create an account if you don't have one yet.
+#. Once you are logged in, create an *organization*.
+
+   .. image:: ponto/ponto-organization.png
+      :align: center
+      :alt: Fill out the form to add an organization in Ponto.
+
+#. | Go to :menuselection:`Accounts --> Live`, and click on *Add account*.
+   | You might have to add your **Billing Information** first.
+#. Select your country, your bank institutions, give your consent to Ponto, and follow the steps
+   on-screen to link your bank account with your Ponto account.
+
+   .. image:: ponto/ponto-add-account.png
+      :align: center
+      :alt: Add bank accounts to your Ponto account.
+
+#. Make sure to add all bank accounts you want to synchronize with your Odoo database before moving
+   on to the next steps.
+
+Link your Ponto account with your Odoo database
+-----------------------------------------------
+
+#. Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
+#. Search your institution, make sure to select the right institution. By selecting the institution,
+   you can verify that the third party provider is Ponto.
+#. Click on *Connect* and follow the steps.
+#. At some point, you will have to authorize the accounts you want to access in Odoo. Please select
+   **all the accounts** you want to synchronize. Even the ones coming from other banking
+   institutions.
+
+   .. image:: ponto/ponto-select-accounts.png
+      :align: center
+      :alt: Selection of the accounts you wish to synchronize with Odoo.
+
+#. Finish the flow.
+
+.. note::
+   You have to authorize all the accounts you want to access in Odoo, but Odoo will filter the
+   accounts based on the institution you selected in the second step.
+
+Update your synchronization credentials
+---------------------------------------
+
+You might have to update your Ponto credentials or modify the synchronization settings.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
+the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
+flow.
+
+During the update, select **all the accounts** you want to synchronize, even the ones coming
+from other banking institutions.
+
+Fetch new accounts
+------------------
+
+You might want to add new online accounts to your connection.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
+the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
+flow.
+
+Don't forget to keep authorization for existing accounts (for all institutions that you
+have synchronized with Ponto).
+
+FAQ
+===
+
+After my synchronization, no account appears
+--------------------------------------------
+
+You selected an institution from the list and did not authorize any accounts from this institution.
+
+I have an error about that my authorization has expired
+-------------------------------------------------------
+
+Every **3 months** (90 days) you must re-authorize the connection between your bank account
+and Ponto. This must be done from the `Ponto website <https://myponto.com>`_. If you do not
+do this, the synchronization will stop for these accounts.
+
+I have some errors with my beta institution
+-------------------------------------------
+
+Ponto provides institutions in *beta*, these institutions are not directly supported by Odoo
+and we advise you to contact Ponto directly.
+
+.. important::
+   Using an institution in beta is beneficial for Ponto, it allows them to have real
+   feedback on the connection with the institution.