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.

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. Go to Accounts ‣ Live, and click Add account. You might have to add your Billing Information first.

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. Add all bank accounts you want to synchronize with your Odoo database and move 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 for your institution and select it so you can verify that the third party provider is Ponto.

3. Click Connect and follow the steps.

4. Select all accounts you want to access and synchronize in Odoo, even the ones coming from other banking institutions.

   

5. Finish the flow.

Atualize suas credenciais de sincronização¶

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.

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.

FAQ¶

Após minha sincronização, nenhuma conta aparece¶

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.