[IMP] accounting: update bank synchronization page #14782
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FlorianGilbert
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Oct 7, 2025
content/applications/finance/accounting/bank/bank_synchronization.rst
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content/applications/finance/accounting/bank/bank_synchronization.rst
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content/applications/finance/accounting/bank/bank_synchronization/plaid.rst
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| verify that the third-party provider is Plaid and follow the steps from the bank's login page. | ||
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| .. tip:: | ||
| - Make sure to check the consent checkbox to allow information to be shared with Odoo. |
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Do we have that checkbox with Plaid? 🤔
content/applications/finance/accounting/bank/bank_synchronization/ponto.rst
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@FlorianGilbert Thanks a lot for the review. I'll make sure to update all parts that are no longer available in 19 and check the info about the consent checkbox with Plaid if we keep the page. |
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auva-odoo
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Oct 21, 2025
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Thank you so much for your amazing work on this PR @afma-odoo. It’s well-structured, clear, and overall a great improvement 🤗 Aside from the structural changes we discussed (see summary below), I only have a few minor/nitpicky comments 😊
Summary of changes related to removing "empty" sub-pages:
- Remove list of providers from intro and add ref to new section (see below)
- Add Providers section under Configuration (mention all + links to: General troubleshooting, Salt Edge Troubleshooting, Ponto troubleshooting + add links to coverage in provider's description (not seealso)
- Add Salt Edge section under Troubleshooting and move 2 questions from Salt Edge pages (keep Ponto troubleshooting seealso under Troubleshooting)
- Remove all sub-pages except Ponto + create redirects if needed
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@auva-odoo Thanks a lot for all your advice and help in rethinking these pages 😅 |
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auva-odoo
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Oct 24, 2025
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Thank you @afma-odoo! I pushed some minor changes since I know you are going to be on holiday next week 😉
@robodoo r+
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task-4981233 closes #14782 Signed-off-by: Audrey Vandromme (auva) <[email protected]>
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task-4981233