Siirry sisältöön
Menu
Tämä kysymys on merkitty
1 Vastaa
254 Näkymät

Hi i ant to connect my bank (Bank of Scotland) in my odoo instance. now when i try to connect it .it asks me about my user id and password i wanted to confirm that is his my bank login details or some other info. and i will be glad if any can guide me through the steps of setting up Bank of Scotland in odoo.
Regards 
Tahir Zaman Khalid

Avatar
Hylkää
Paras vastaus

Hello,

Connecting Odoo to banks has many nuances.

Ideally, it should look like this:

  • Go to the menu Accounting → Configuration → Add new bank
  • Select the bank from the list
  • Choose the provider
  • Then follow the steps required by the wizard during the setup procedure
  • Usually, you will be asked to enter an SMS code or other details for two-factor authentication.

But keep in mind: you always connect through the provider I mentioned above. The fact that the provider and bank appear in Odoo’s list does not guarantee the connection will work. This can depend on many factors — conditions of your account, the type of subscription, even specifics of Odoo Enterprise vs Odoo Cloud. Sometimes the bank and provider are listed, but your account type won’t be supported. So you’ll need patience.

Of course, you can request a custom bank connector if needed. We can build such things within a week (fetching transactions, storing them in Odoo, keeping currencies consistent, etc.). Feel free to reach out if it doesn’t work out.

Avatar
Hylkää
Aiheeseen liittyviä artikkeleita Vastaukset Näkymät Toimenpide
0
jouluk. 23
2706
0
syysk. 22
2596
1
lokak. 25
570
0
toukok. 24
3148
2
tammik. 24
3091