8000 [IMP] accounting: Add a FAQ section for yodlee · aju-odoo/documentation-user@386b338 · GitHub
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[IMP] accounting: Add a FAQ section for yodlee
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‎accounting/bank/feeds/synchronize.rst

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@@ -68,3 +68,45 @@ and fill in your bank credentials.
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Once you filled in your credentials, your bank feeds will be
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synchronized every 4 hours.
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FAQ
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===
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The synchronization is not working in real time, is it normal?
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--------------------------------------------------------------
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Yodlee tries to get the data from a bank account once a day. However, this doesn't
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always happen at the same time. And sometimes the process can fail. In that case,
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Yodlee retries one hour or two later. This is why in Odoo there is a cron that is
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running every 4 hours to fetch the information from Yodlee.
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You can however force this synchronization by clicking on the button "Synchronize now"
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from the accounting dashboard.
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Moreover, a transaction can be visible in your bank account but not being fetched
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by Yodlee. Indeed, the transaction in your bank account can have the status "pending"
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and not the status "posted". In that case, Yodlee won't import it, you will have to
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wait that the status changes.
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What is important to remember is that Yodlee is not a service fetching transactions
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in real time. This is a service to facilitate the import of the bank statement in the database.
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Is the Yodlee feature included in my contract?
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----------------------------------------------
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- Enterprise Version: Yes, if you have a valid enterprise contract linked to your database.
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- Community Version: No, this feature is not included in the Community Version.
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- Online Version: Yes, even if you benefit from the One App Free contract.
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Some banks have a status "Beta", what does it mean?
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---------------------------------------------------
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This means that Yodlee is only currently working on developing the synchronization
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with this bank. The synchronization could already work or it may need a bit more time
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to have a 100% working synchronization. Unfortunately, there is not much to do about
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except being patient.
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All my past transactions are not in Odoo, why?
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----------------------------------------------
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Yodlee only allows to fetch up transactions to 3 months in the past.

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