odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/essentials/reporting.md

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+---
+title: "Reporting"
+source_url: "https://docs.odoo.sbggai.top/applications/essentials/reporting.html"
+---
+
+=========
+# Reporting
+
+You can find several reports under the :guilabel:`Reporting` menu of most apps that let you analyze
+and visualize the data of your records.
+
+.. _reporting/views:
+
+# Selecting a view
+
+Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view
+fully tailored to the report is available, while several views are available for others. However,
+two generic views are dedicated to reporting: the graph and pivot views.
+
+.. _reporting/views/graph:
+
+## Graph view
+
+The :ref:`graph view <reporting/using-graph>` is used to visualize your records' data, helping you
+identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps
+but can be found elsewhere. Click the **graph view button** located at the top right to access
+it.
+
+.. image:: reporting/graph-button.png
+   :alt: Selecting the graph view
+
+.. _reporting/views/pivot:
+
+## Pivot view
+
+The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your records' data and break it
+down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be
+found elsewhere. Click the **pivot view button** located at the top right to access it.
+
+.. image:: reporting/pivot-button.png
+   :alt: Selecting the pivot view
+
+.. _reporting/choosing-measures:
+
+# Choosing measures
+
+After selecting a view, you should ensure only the relevant records are :doc:`filtered <search>`.
+Next, you should choose what is measured. By default, a measure is always selected. If you wish to
+edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures.
+
+> **note**:
+>    When you select a measure, Odoo aggregates the values recorded on that field for the filtered
+   records. Only numerical fields (:ref:`integer <studio/fields/simple-fields-integer>`,
+   :ref:`decimal <studio/fields/simple-fields-decimal>`, :ref:`monetary
+   <studio/fields/simple-fields-monetary>`) can be measured. In addition, the :guilabel:`Count`
+   option is used to count the total number of filtered records.
+
+After choosing what you want to measure, you can define how the data should be :ref:`grouped
+<search/group>` depending on the dimension you want to analyze. By default, the data is often
+grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months.
+
+> **tip**:
+>    When you filter a single time period, the option to compare it against another one appears.
+
+   .. image:: reporting/comparison.png
+      :alt: Using the comparison option
+
+.. example::
+
+   .. tabs::
+
+      .. tab:: Select measures
+
+         Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures
+         to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is
+         selected.
+
+         .. image:: reporting/measures.png
+            :alt: Selecting different measures on the Sales Analysis report
+
+      .. tab:: Group measures
+
+         You could group the measures by :guilabel:`Product Category` at the level of rows on the
+         previous Sales Analysis report example.
+
+         .. image:: reporting/single-group.png
+            :alt: Adding a group on the Sales Analysis report
+
+.. _reporting/using-pivot:
+
+# Using the pivot view
+
+Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper
+insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of
+rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the
+:guilabel:`Total` header at the level of rows *and* columns, and then select one of the
+**preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`).
+
+Once you have added a group, you can add new ones on the opposite axis or the newly created
+subgroups.
+
+.. example::
+   You could further divide the measures on the previous Sales Analysis report example by the
+   :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month`
+   group on the :guilabel:`All / Saleable / Office Furniture` product category.
+
+   .. image:: reporting/multiple-groups.png
+      :alt: Adding multiple groups on the Sales Analysis report
+
+> **tip**:
+>    - Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`).
+   - Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order.
+   - Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`).
+
+.. _reporting/using-graph:
+
+# Using the graph view
+
+Three graphs are available: the bar, line, and pie charts.
+
+**Bar charts** are used to show the distribution or a comparison of several categories. They are
+especially useful as they can deal with larger data sets.
+
+**Line charts** are useful to show changing time series and trends over time.
+
+**Pie charts** are used to show the distribution or a comparison of a small number of categories
+when they form a meaningful whole.
+
+.. tabs::
+
+   .. tab:: Bar chart
+
+      .. image:: reporting/bar.png
+         :alt: Viewing the Sales Analysis report as a bar chart
+
+   .. tab:: Line chart
+
+      .. image:: reporting/line.png
+         :alt: Viewing the Sales Analysis report as a line chart
+
+   .. tab:: Pie chart
+
+      .. image:: reporting/pie.png
+         :alt: Viewing the Sales Analysis report as a pie chart
+
+> **tip**:
+>    For **bar** and **line** charts, you can use the stacked option when you have at least two
+   groups, which then appear on top of each other instead of next to each other.
+
+   .. tabs::
+
+      .. tab:: Stacked bar chart
+
+         .. image:: reporting/stacked-bar.png
+            :alt: Stacked bar chart example
+
+      .. tab:: Regular bar chart
+
+         .. image:: reporting/non-stacked-bar.png
+            :alt: Non-stacked bar chart example
+
+      .. tab:: Stacked line chart
+
+         .. image:: reporting/stacked-line.png
+            :alt: Stacked line chart example
+
+      .. tab:: Regular line chart
+
+         .. image:: reporting/non-stacked-line.png
+            :alt: Non-stacked line chart example
+
+   For **line** charts, you can use the cumulative option to sum values, which is especially useful
+   to show the change in growth over a time period.
+
+   .. tabs::
+
+      .. tab:: Cumulative line chart
+
+         .. image:: reporting/cumulative.png
+            :alt: Cumulative line chart example
+
+      .. tab:: Regular line chart
+
+         .. image:: reporting/non-cumulative.png
+            :alt: Regular line chart example

package/payload/skills/odoo18-docs/references/docs/applications/essentials/search.md

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+---
+title: "Search, filter, and group records"
+source_url: "https://docs.odoo.sbggai.top/applications/essentials/search.html"
+---
+
+=================================
+# Search, filter, and group records
+
+Odoo allows for the searching, filtering, and grouping of records in a view to display only the most
+relevant records. The search bar is located at the top of the view: start typing to :ref:`search for
+values <search/values>`, or click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to access
+the :ref:`Filter <search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites
+<search/favorites>` drop-down menus.
+
+.. _search/values:
+
+# Search for values
+
+Use the search field to look for specific values, and add them as a filter. Type the value to search
+for (like a salesperson's name or a product), and select the desired option from the drop-down menu
+to apply the search filter.
+
+.. example::
+   Instead of adding a :ref:`custom filter <search/custom-filters>` to select records where
+   *Mitchell Admin* is the salesperson on the *Sales Analysis* report (:menuselection:`Sales app -->
+   Reporting --> Sales`), search for `Mitch`, and click the :icon:`fa-caret-right`
+   :guilabel:`(submenu)` icon next to :guilabel:`Search Salesperson for: Mitch`, and select
+   :guilabel:`Mitchell Admin`.
+
+   .. image:: search/search-values.png
+      :alt: Searching for a specific value on the Sales Analysis report
+
+> **note**:
+>    Using the search field is equivalent to using the *contains* operator when adding a :ref:`custom
+   filter <search/custom-filters>`. If a partial value is entered, and the desired field is directly
+   selected (without selecting the :icon:`fa-caret-right` :guilabel:`(submenu)`, *all* records
+   containing the typed characters for the selected field are included.
+
+.. _search/filters:
+
+# Filters
+
+Filters are used to select records that meet specific criteria. The default selection of records is
+specific to each view, but can be modified by selecting one (or several) :ref:`preconfigured filters
+<search/preconfigured-filters>`, or by adding a :ref:`custom filter <search/custom-filters>`.
+
+.. _search/preconfigured-filters:
+
+## Preconfigured filters
+
+Modify the default selection of records by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)`
+from the search bar, and selecting one (or several) *preconfigured filters* from the
+:guilabel:`Filters` drop-down menu.
+
+.. example::
+   On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), only records
+   that are at the *sales order* stage, with an *order date* within the last 365 days, are selected
+   by default.
+
+   To also include records at the *quotation* stage, select :guilabel:`Quotations` from the
+   :guilabel:`Filters`.
+
+   Furthermore, to *only* include sales order and quotation records from a specific year, like 2024,
+   for example, first remove the existing `Order Date: Last 365 Days` filter by clicking
+   :icon:`fa-times` :guilabel:`(cancel)`, then select the :menuselection:`Order Date --> 2024`
+   filter.
+
+   .. image:: search/preconfigured-filters.png
+      :alt: Using preconfigured filters on the Sales Analysis report
+
+> **note**:
+>    The preconfigured :guilabel:`Filters` are grouped, and each group is separated by a horizontal
+   line. Selecting preconfigured filters from the same group allows records to match *any* of the
+   applied conditions. However, selecting filters from different groups requires records to match
+   *all* of the applied conditions.
+
+.. _search/custom-filters:
+
+## Custom filters
+
+If the :ref:`preconfigured filters <search/preconfigured-filters>` are not specific enough, add a
+custom filter. To do so, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search
+bar, then select :menuselection:`Filters --> Add Custom Filter`.
+
+The :guilabel:`Add Custom Filter` pop-up window displays the matching option, filter rule, and a
+toggle to :guilabel:`Include archived` records.
+
+.. image:: search/custom-filter.png
+   :alt: The Add Custom Filter pop-up window.
+
+The default matching configuration is to :guilabel:`Match any of the following rules`, indicating
+that each filter rule is applied independently. To change the matching configuration to
+:guilabel:`Match all of the following rules`, at least two filter rules must be added to the custom
+filter.
+
+- :guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the following rules`: **All** of the
+  filter rules must be met. Think of this as an *AND* (`&`) operation.
+- :guilabel:`Match any` :icon:`fa-caret-down` :guilabel:`of the following rules`: **Any** of the
+  filter rules can be met. Think of this as an *OR* (`|`) operation.
+
+By default, a single filter rule is added to the custom filter. The following describes the
+structure of a filter rule:
+
+#. The first inline field is the *field name* to filter by. Some fields have refined parameters that
+   are nested within another field. These fields have a :icon:`fa-caret-right` :guilabel:`(submenu)`
+   icon beside them, which can be selected to reveal the nested fields.
+#. The second inline field is the conditional *operator* used to compare the field name to the
+   value. The :ref:`available conditional operators <reference/orm/domains>` are specific to the
+   field's data type.
+#. The third inline field is the variable *value* of the field name. The value input may appear as a
+   drop-down menu, a text input, a number input, a date/time input, a boolean selector, or it may be
+   blank, depending on the operator used and the field's data type.
+
+Three inline buttons are also available to the right of the rule's filter criteria:
+
+#. :icon:`fa-plus` :guilabel:`(plus)`: Adds a new rule below the existing rule.
+#. :icon:`fa-sitemap` :guilabel:`(node)`: Adds a new group of rules below the existing rule, with
+   the :guilabel:`any` and :guilabel:`all` matching options available to define how each rule within
+   this branch is applied to the filter. If the matching option is set to the same as the parent
+   group, the fields are moved to join the parent group.
+
+   .. example::
+      If the matching option is set to :guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the
+      following rules`, and a new branch is added with its matching option changed from
+      :guilabel:`any` :icon:`fa-caret-down` :guilabel:`of` to :guilabel:`all` :icon:`fa-caret-down`
+      :guilabel:`of`, the newly-added branch disappears, and its group of rules are moved to the
+      parent group.
+
+#. :icon:`fa-trash` :guilabel:`(delete)`: Deletes the node. If a branch node is deleted, all
+   children of that node are deleted, as well.
+
+A new filter rule can be added to the custom filter by clicking the :guilabel:`New Rule` button.
+
+Once the filter criteria are defined, click :guilabel:`Add` to add the custom filter to the view.
+
+.. example::
+   To target all leads and opportunities from the :menuselection:`CRM` app that are in the *Won*
+   stage, and have an expected revenue greater than $1,000, the following should be entered:
+
+   :guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the following rules:`
+
+   #. :guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`
+   #. :guilabel:`Expected Revenue` :guilabel:`>` `1,000`
+   #. :guilabel:`any` :icon:`fa-caret-down` :guilabel:`of:`
+
+      - :guilabel:`Type` :guilabel:`=` :guilabel:`Lead`
+      - :guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`
+
+   .. image:: search/custom-filter-example.png
+      :alt: Adding a custom filter to filter specific records in CRM.
+
+> **tip**:
+>    Activate :ref:`developer-mode` to reveal each field's technical name and data type, as well as
+   the :guilabel:`# Code editor` text area below the filter rules, to view and edit the domain
+   manually.
+
+.. _search/group:
+
+# Group records
+
+The display of records in a view can be clustered together, according to one of the *preconfigured
+groups*. To do so, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar,
+then select one of the :guilabel:`Group By` options from the drop-down menu.
+
+.. example::
+   To group the records by salesperson on the *Sales Analysis* report (:menuselection:`Sales app -->
+   Reporting --> Sales`), click the :guilabel:`Salesperson` option from the :guilabel:`Group By`
+   drop-down menu. The view changes to group the records by salesperson, without filtering out any
+   records.
+
+   .. image:: search/group.png
+      :alt: Grouping records on the Sales Analysis report
+
+It is possible to *customize groups* by using a field present on the model. To do so, click
+:menuselection:`Add Custom Group`, and select a field from the drop-down menu.
+
+> **note**:
+>    Several groups can be used at the same time. The first group that is selected is the main
+   cluster, the next one that is added further divides the main group's categories, and so on.
+   Furthermore, filters and groups can be used together to refine the view even more.
+
+.. _search/comparison:
+
+# Comparison
+
+Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of
+their search bars. This includes the :doc:`Overall Equipment Effectiveness
+<../inventory_and_mrp/manufacturing/reporting/oee>` report for the **Manufacturing** app and the
+:doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the **Purchase** app,
+among others.
+
+The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from
+two different time periods. Pick between the two comparison options: :guilabel:`(Time Filter):
+Previous Period` and :guilabel:`(Time Filter): Previous Year`.
+
+> **important**:
+>    For some reports, the :guilabel:`Comparison` section **only** appears in the search bar drop-down
+    menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is
+    because there is nothing to compare if no time period is specified.
+
+   Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the
+   :icon:`fa-pie-chart` :guilabel:`(Pie Chart)` graph type or the :icon:`oi-view-pivot`
+   :guilabel:`(Pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if
+   another view is enabled, but doing so does **not** change the way data is displayed on the
+   report.
+
+.. image:: search/comparison-section.png
+   :alt: The search bar for the production analysis report.
+
+To view data using one of the two comparisons, begin by selecting a time period in the
+:guilabel:`Filters` column of the search bar drop-down menu. Then, select either :guilabel:`(Time
+Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the :guilabel:`Comparison`
+section.
+
+With one of the :guilabel:`Comparison` options enabled, the report compares the data for the
+selected period, with the data for the same unit of time (month, quarter, year), one period or year
+prior. The way the data is displayed depends on the selected view:
+
+- The :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` shows two bars, side-by-side, for each unit of
+  time for the selected time period. The left bar represents the selected time period, while the
+  right bar represents the previous time period.
+- The :icon:`fa-line-chart` :guilabel:`(Line Chart)` is displayed with two lines, one representing
+  the selected time period, and the other representing the previous time period.
+- The :icon:`fa-pie-chart` :guilabel:`(Pie Chart)` appears as a large circle with a smaller circle
+  inside. The larger circle represents the selected time period, while the smaller circle represents
+  the previous time period.
+- The :icon:`oi-view-pivot` :guilabel:`(Pivot)` is displayed with each column split into two smaller
+  columns. The right column represents the selected time period, while the left column represents
+  the previous time period.
+
+.. example::
+   In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for
+   the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is
+   selected in the :guilabel:`End Date` filter section of the search bar drop-down
+   menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected.
+
+   The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024.
+   The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period,
+   but one *year* prior.
+
+   If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for
+   the first quarter (Q1) of 2024, which is the same time period, but one *period* prior.
+
+   .. image:: search/comparison.png
+      :alt: The comparison view of the Production Analysis report.
+
+.. _search/favorites:
+
+# Favorites
+
+Favorites are a way to save a specific search for future use, or as the new default filter for the
+view.
+
+To save the current view as a favorite, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon
+in the search bar, then select the :guilabel:`Save current search` drop-down menu to display the
+following options:
+
+- :guilabel:`Filter name`: Name of the favorited search.
+- :guilabel:`Default filter`: Sets the favorited search as the default filter for the view.
+- :guilabel:`Shared`: Makes the favorited search available to all users. Otherwise, by default, the
+  favorited search is only available to the user who created it.
+
+Once the options are set, click :guilabel:`Save` to save the favorited search.
+
+.. image:: search/favorites.png
+   :alt: Saving a favorite search on the Sales Analysis report.
+
+Saved favorites can be accessed by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon in the
+search bar, then selecting the saved filter in the :guilabel:`Favorites` drop-down menu. To remove a
+saved favorite, click the :icon:`fa-trash` :guilabel:`(delete)` icon next to the favorited search.
+
+> **tip**:
+>    To view *all* favorited searches, first activate :ref:`developer-mode`, and navigate to
+   :menuselection:`Settings app --> Technical --> User Interface: User-defined Filters`. From here,
+   all favorited searches can be viewed, edited, archived, or deleted.

package/payload/skills/odoo18-docs/references/docs/applications/essentials.md

@@ -0,0 +1,18 @@
+---
+title: "Odoo essentials"
+source_url: "https://docs.odoo.sbggai.top/applications/essentials.html"
+---
+
+===============
+# Odoo essentials
+
+.. toctree::
+
+   essentials/activities
+   essentials/reporting
+   essentials/search
+   essentials/html_editor
+   essentials/contacts
+   essentials/export_import_data
+   essentials/in_app_purchase
+   essentials/keyboard_shortcuts

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/bank/bank_synchronization/enablebanking.md

@@ -0,0 +1,36 @@
+---
+title: "Enable Banking"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/bank/bank_synchronization/enablebanking.html"
+---
+
+==============
+# Enable Banking
+
+**Enable Banking** is a third-party provider aggregating banking information from bank accounts all
+in one place. It offers non-intrusive connectivity to ASPSPs' official APIs across Europe without
+storing data.
+
+.. image:: enablebanking/enablebanking.png
+   :alt:   Enable Banking logo
+
+**Odoo** synchronizes directly with banks to get access to all bank transactions and automatically
+import them into your database.
+
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - [Enable Banking website ](https://enablebanking.com/)
+
+# Configuration
+
+## Link bank accounts with Odoo
+
+#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration -->
+   Add a Bank Account`;
+#. Select your bank;
+#. Make sure you give your consent to share your account information with Odoo by clicking
+   :guilabel:`Continue authentication`;
+
+   .. image:: enablebanking/enablebankingauth.png
+      :alt: Enable Banking authentication page
+
+#. Finally, you are redirected to your bank's login page.

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/bank/bank_synchronization/ponto.md

@@ -0,0 +1,103 @@
+---
+title: "Ponto"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/bank/bank_synchronization/ponto.html"
+---
+
+=====
+# Ponto
+
+**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
+place and directly see all their transactions within one app. It is a third-party solution that is
+continuously expanding the number of bank institutions that can be synchronized with 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.
+
+.. seealso::
+   - :doc:`../bank_synchronization`
+   - :doc:`../transactions`
+
+# Configuration
+
+## Link your bank accounts with Ponto
+
+#. Go to [Ponto's website (https://myponto.com) ](https://myponto.com).
+#. Create an account if you don't have one yet.
+#. Once you are logged in, create an *organization*.
+
+   .. image:: ponto/ponto-organization.png
+      :alt: Fill out the form to add an organization in Ponto.
+
+#. Go to :menuselection:`Accounts --> Live`, and click :guilabel:`Add account`. You might have to
+   add your **Billing Information** first.
+#. 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.
+
+   .. image:: ponto/ponto-add-account.png
+      :alt: Add bank accounts to your Ponto account.
+
+#. Add all bank accounts you want to synchronize with your Odoo database and move to the next steps.
+
+## Link your Ponto account with your Odoo database
+
+#. Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
+#. Search for your institution and select it so you can verify that the third party provider is
+   Ponto.
+#. Click :guilabel:`Connect` and follow the steps.
+#. Select **all accounts** you want to access and synchronize in Odoo, even the ones coming from
+   other banking institutions.
+
+   .. image:: ponto/ponto-select-accounts.png
+      :alt: Selection of the accounts you wish to synchronize with Odoo.
+
+#. Finish the flow.
+
+> **note**:
+>    You have to authorize all the accounts you want to access in Odoo, but Odoo will filter the
+   accounts based on the institution you selected in the second step.
+
+## Update your synchronization credentials
+
+To update your Ponto credentials or modify the synchronization settings, activate the
+:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
+Online Synchronization`, and select the institution from which you want to fetch the other
+accounts. Click :guilabel:`Fetch Accounts` to start the flow.
+
+> **note**:
+>    During the update, select **all accounts** you want to synchronize, even the ones coming from
+   other banking institutions.
+
+## Fetch new accounts
+
+To add new online accounts to your connection, activate the :ref:`developer mode <developer-mode>`,
+go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the
+institution from which you want to fetch the other accounts. Click :guilabel:`Fetch Accounts` to
+start the flow.
+
+> **note**:
+>    Don't forget to keep authorization for existing accounts (for all institutions that you have
+   synchronized with Ponto).
+
+# FAQ
+
+## After my synchronization, no account appears
+
+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 ](https://myponto.com). 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.
+
+> **important**:
+>    Using an institution in beta is beneficial for Ponto, it allows them to have real
+   feedback on the connection with the institution.