Duration: 25:28
🧾 Analytical Summary
Bank Sync in Odoo now feels end‑to‑end: easier onboarding, in‑app diagnostics for missing/duplicate lines, clear chatter with provider payloads, and — new — payment initiation (SEPA) via Ponto so you approve batches online, no XML exports.
🔌 Connect & see
- New bank journal creation flow; pick provider by country (Plaid, Ponto, Yodlee, Enable, Salt Edge).
- Transactions show an Online Transaction Identifier; full provider response visible in Discuss for each line.
🛠️ Fix issues fast
- Find missing transactions: select journal + start date, preview, then import (skips pending).
- Find duplicates: grouped candidates by date/amount; delete in one click.
- Re‑auth/update credentials on sync errors; some banks require manual fetch (disable auto and click Fetch).
💸 Payment initiation (Ponto)
- From bills → batch → Initiate payment: approve on Ponto with 2FA; status tracks back to Odoo.
- Replaces file exports (SEPA XML) for supported banks.
🔐 Notes
- If same connection is detected in multiple DBs, delete and reconnect from dashboard to relink safely.
🧠 Viewpoint: Odoo Perspective
Bank sync should be set‑and‑forget. When it’s not, tools to diagnose and fix must be built‑in — and payments should flow back through the same secure pipe.
🏢 Viewpoint: Competitors
Built‑in duplicate/missing tools and initiation are practical wins. Buyers will compare provider coverage, status SLAs, and treasury features vs dedicated aggregators.
Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.