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1 Atsakyti
3222 Rodiniai

I am going through the following steps:

  1. In Accounting Overview -> Bank Account-> Add a Bank

  2. Search for bank -> Virgin 

  3. Select Virgin Money(Northern Rock)

  4. Provider: yodlee, Select Connect

  5. You will be connected to Yodlee -> Select Continue

  6. Enter information Account PassW etc on Yodlee page. -> Select Submit

  7. Retrieving Account information -> Congratulations! You have successfully linked your account.  The information displayed is the account name and balance.

  8. Close the page by selecting the close button. 

  9. Redirected back to ODOO -> Synchronization Result: Well done! Your banking institution is now connected to ODOO.

  10. Select DONE

  11. No bank account is showing.

Does anyone know what the issue would be?

Portretas
Atmesti
Best Answer

did Odoo manage to create a general ledger account and journal? Maybe the journal just isn't set to show in the dashboard.

Portretas
Atmesti
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