Ponto¶

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 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.

参见

配置¶

将您的银行帐户与Ponto连结¶

转到此页面 `Ponto的网站 (https://myponto.com) `_。
Create an account if you don’t have one yet.
登录后，创建一个 组织机构。
Go to Accounts ‣ Live, and click 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.
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¶

Go to Accounting ‣ Configuration ‣ Add a Bank Account.
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.
Finish the flow.

注解

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.

更新您的同步凭证¶

To update your Ponto credentials or modify the synchronization settings, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, 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.

Fetch new accounts¶

To add new online accounts to your connection, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.

注解

Don’t forget to keep authorization for existing accounts (for all institutions that you have synchronized with Ponto).

常问问题¶

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 6 months (180 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.

重要

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

Edit on GitHub