Salt Edge

**Salt Edge **一家第三方提供商,可从您的银行帐户中汇总银行信息。它支持50多个国家的约5000家机构。

Odoo可以直接与您的银行同步,以将所有银行对帐单自动导入到您的数据库中.

配置

更新您的凭据

To update your Salt Edge credentials or modify the synchronization settings, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution you want to update credentials. Click Update Credentials to start the flow and follow the steps.

不要忘记选中同意复选框。否则,Odoo可能无法访问您的信息。

获取新帐户

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

注解

不要忘记选中同意复选框。否则,Odoo可能无法访问您的信息。

FAQ

当我尝试在Odoo中删除同步时出错

Odoo无法永久删除您与银行机构创建的连接。但是,它可以撤销您给予的同意,以便Odoo无法再访问您的帐户。您看到的错误可能是一条消息,告诉您同意已被撤销,但无法删除该记录,因为它仍然存在于 Salt edge 中。如果要完全删除连接,请连接到您的”Salt Edge帐户<https://www.saltedge.com/dashboard>”_并手动删除同步。完成此操作后,您可以返回Odoo删除记录。

我有一个错误,说我已经同步了此帐户

您可能已经将您的银行帐户与 Salt Edge 同步,请在您的”仪表板<https://www.saltedge.com/dashboard>”_ 上检查您尚未具有相同凭据的连接。

If you already have a synchronization with the same credentials present on your Salt Edge dashboard and this synchronization has not been created with Odoo, delete it and create it from your Odoo database.

If you already have a connection with the same credentials present on your Salt Edge dashboard and this synchronization was created with Odoo, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and click Update Credentials to reactivate the connection.