8000 [ADD] account: create a bank account · helpACS/documentation-user@33fe809 · GitHub
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[ADD] account: create a bank account
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‎accounting.rst

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accounting/overview
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accounting/receivables
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accounting/payables
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accounting/bank
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accounting/adviser

‎accounting/bank.rst

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===========
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Bank & Cash
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===========
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.. toctree::
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:titlesonly:
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bank/setup

‎accounting/bank/setup.rst

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===========
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Bank & Cash
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===========
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.. toctree::
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:titlesonly:
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setup/create_bank_account

‎accounting/bank/setup/create_bank_account.rst

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Set up your new bank account
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============================
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In Odoo, you can manage multiple bank accounts. In this page, you will
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be guided in the creation, modification or deletion of a bank or a
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credit card account.
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Go to the list of your bank accounts
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------------------------------------
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Go to :menuselection:`Configuration --> Settings --> Configure your company bank
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accounts` >
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The bank accounts are configured on the company information. You have to
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be in the edit mode to be able to do your changes.
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.. image:: media/image10.png
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:align: center
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.. note::
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If you are working in a multi-company environnement, you have to switch company to add, edit or delete bank accounts on another company.
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Add or edit a bank account
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--------------------------
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Click on **Add an item** to add a new bank account. If you want to edit one, simply click on the line.
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.. image:: media/image03.png
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:align: center
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.. note::
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If the bank account type is IBAN, Odoo will check if the number is valid
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.. demo:fields:: base.action_res_partner_bank_account_form
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.. demo:action:: base.action_res_partner_bank_account_form
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View *Bank Account* in our Online Demonstration
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.. todo:: add inherited field tooltip
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**Display on reports :** Display this bank account on the documents that
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will be printed or send to the customers
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**Bank Identifier Code** = BIC : SWIFT Address assigned to a bank in
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order to send automated payments quickly and accurately to the banks
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concerned
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The initial balance of a bank statement will be set to the closing balance of the previous one within the same journal automatically.
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As you may notice in the journal form, a dedicated account has been generated automatically at the bank account creation.
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Delete a bank account or credit card account
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--------------------------------------------
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Click on the trashcan icon |image5| in the list of your bank accounts to remove one bank account.
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.. |image5| image:: media/image13.png
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:class: btn-group
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.. rst-class:: text-muted
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| Written by Benjamin Stiens (Odoo)

‎accounting/bank/setup/media/image03.png

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‎accounting/bank/setup/media/image10.png

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‎accounting/bank/setup/media/image13.png

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