Ponto

Ponto é um serviço que permite que empresas e profissionais agreguem suas contas em um só lugar e vejam diretamente todas as suas transações em um aplicativo. É uma solução de terceiros que está continuamente expandindo o número de instituições bancárias que podem ser sincronizadas com o Odoo.

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.

Veja também

• Bank synchronization

• Transactions

Configuração

Vincule suas contas bancárias com Ponto

1. Vá para o site do Site do Ponto (https://myponto.com).

2. Create an account if you don’t have one yet.

3. Uma vez que estiver logado, crie uma organização.

   
4. Vá para Contas ‣ Live, e clique em Adicionar conta.

   Pode ser necessário adicionar suas Informações de Faturamento primeiro

5. 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.

   

6. Make sure to add all bank accounts you want to synchronize with your Odoo database before moving on to the next steps.

Vincule sua conta Ponto com sua base de dados Odoo

1. Go to Accounting ‣ Configuration ‣ Add a Bank Account.

2. Search your institution, make sure to select the right institution. By selecting the institution, you can verify that the third party provider is Ponto.

3. Click on Connect and follow the steps.

4. 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.

   

5. Finish the flow.

Nota

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.

Atualize suas credenciais de sincronização

Você pode ter que atualizar suas credenciais Ponto ou modificar as configurações de sincronização.

To do so, go to 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 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. 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.

Importante

Using an institution in beta is beneficial for Ponto, it allows them to have real feedback on the connection with the institution.