Ponto(网络银行工具)¶
Ponto 是一项服务,可让公司和专业人士在一个地方汇总其帐户,并直接在一个应用程序中查看其所有交易。 它是一种第三方解决方案,正在不断扩大可以与Odoo同步的银行机构的数量。
**Odoo **以直接与您的银行同步,将所有银行对账单自动导入您的数据库。
Ponto is a paid third-party provider that can handle the synchronization between your bank accounts and Odoo.
配置¶
将您的银行帐户与Ponto连结¶
转到`Ponto’s website (https://myponto.com) <https://myponto.com>`_。
如果您还没有帐户,请创建一个帐户。
登录后,创建一个 组织机构。
Go to Add account. You might have to add your Billing Information first.
, and click选择您所在的国家/地区,您的银行机构,同意Ponto,然后按照屏幕上的步骤将您的银行帐户与您的Ponto帐户相关联。
Add all bank accounts you want to synchronize with your Odoo database and move to the next steps.
将您的Ponto帐户与Odoo数据库链接¶
转到:menuselection:
会计->配置-->添加银行账户
。Search for your institution and select it so you can verify that the third party provider is Ponto.
Click Connect and follow the steps.
Select all accounts you want to access and synchronize in Odoo, even the ones coming from other banking institutions.
完成流程。
注解
您须授权要在Odoo中查看的所有账户,但Odoo将根据您在第二步中选择的机构筛选账户。
更新您的同步凭证¶
To update your Ponto credentials or modify the synchronization settings, activate the developer mode, go to , and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.
注解
During the update, select all accounts you want to synchronize, even the ones coming from other banking institutions.
获取新帐户¶
To add new online accounts to your connection, activate the developer mode, go to , and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.
注解
不要忘记保留现有帐户的授权(对于您与 Ponto 同步的所有机构)。
FAQ¶
同步后,不显示任何帐户¶
您从列表中选择了一个机构,但未授权该机构的任何帐户。
我的测试机构有一些错误¶
Ponto提供*beta*的机构,这些机构不受Odoo的直接支持,我们建议您直接与Ponto联系。
重要
使用测试版机构对Ponto是有益的,它允许他们对与该机构的联系有真正的反馈。