[MOV] accounting: restructuration of the accounting documentation
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4478
X-original-commit: 14afa1a1a2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan Castillo (jcs)
@@ -54,7 +54,7 @@ localization:
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- `l10n_ec_edi`
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- Includes all the technical and functional requirements to generate and validate
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:doc:`Electronics Documents
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<../accounting/receivables/customer_invoices/electronic_invoicing>`, based on the Technical
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<../accounting/customer_invoices/electronic_invoicing>`, based on the Technical
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documentation published by the SRI. The authorized documents are: Invoices, Credit Notes,
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Debit Notes, Withholdings and Purchase liquidations.
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@@ -176,7 +176,7 @@ Customer Invoice, Credit Notes and Debit Notes need to use the same journal as t
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enable it for Ecuador.
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.. seealso::
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:doc:`../accounting/receivables/customer_invoices/electronic_invoicing`
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:doc:`../accounting/customer_invoices/electronic_invoicing`
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Withholding
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-----------
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@@ -236,7 +236,7 @@ Configure master data
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Chart of accounts
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~~~~~~~~~~~~~~~~~
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The :doc:`chart of accounts <../accounting/getting_started/initial_configuration/chart_of_accounts>`
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The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>`
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is installed by default as part of the set of data included in the localization module, the accounts
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are mapped automatically in Taxes, Default Account Payable, Default Account Receivable.
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@@ -357,7 +357,7 @@ documents can be created from your sales order or manually. They must contain th
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Customer credit note
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~~~~~~~~~~~~~~~~~~~~
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The :doc:`Customer credit note <../accounting/receivables/customer_invoices/credit_notes>` is an
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The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an
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electronic document that, when validated, is sent to SRI. It is necessary to have a validated
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(posted) invoice in order to register a credit note. On the invoice there is a button named
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:guilabel:`Credit note`, click on this button to be directed to the :guilabel:`Create credit note`
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@@ -122,7 +122,7 @@ Most of these codes are handled automatically by Odoo, provided that your :ref:`
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.. seealso::
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- `Egyptian eInvoicing & eReceipt SDK - Code Tables
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<https://sdk.preprod.invoicing.eta.gov.eg/codes/>`_
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- :doc:`../accounting/taxation/taxes/taxes`
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- :doc:`../accounting/taxes`
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.. _egypt/e-invoicing-branches:
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@@ -44,7 +44,7 @@ Number/Email Address` field depending on the type you chose.
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:alt: FPS bank account configuration
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.. seealso::
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:doc:`../accounting/bank/setup/bank_accounts`
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:doc:`../accounting/bank`
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Bank journal configuration
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--------------------------
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@@ -352,7 +352,7 @@ Return Period** if it does not exist. GST Return file-in is done in **three step
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.. note::
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**Tax Return Periodicity** can be
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:doc:`configured <../accounting/reporting/declarations/tax_returns>` according to the user's
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:doc:`configured <../accounting/reporting/tax_returns>` according to the user's
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needs.
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.. _india/gstr-1:
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@@ -99,7 +99,7 @@ XML file can be found in the **chatter** of the invoice.
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:alt: Electronic invoicing status (waiting for confirmation)
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.. seealso::
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:doc:`../accounting/receivables/customer_invoices/electronic_invoicing`
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:doc:`../accounting/customer_invoices/electronic_invoicing`
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File processing authorization (Odoo)
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------------------------------------
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@@ -47,7 +47,7 @@ To download it, go to :menuselection:`Accounting --> Report --> Audit Reports --
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click on :guilabel:`Export eCDF declaration`.
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.. seealso::
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- :doc:`../accounting/reporting/declarations/tax_returns`
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- :doc:`../accounting/reporting/tax_returns`
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- `Platform for electronic gathering of financial data (eCDF) <http://www.ecdf.lu>`_
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Annual tax report
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@@ -545,7 +545,7 @@ Once the payment is made, it will be associated with the corresponding invoice a
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be *In Payment* since the payment will be effectively validated when it is bank reconciled.
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.. seealso::
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:doc:`../accounting/bank/reconciliation/use_cases`.
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:doc:`../accounting/bank/reconciliation`.
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.. image:: mexico/mx_ft_18.png
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:align: center
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@@ -233,7 +233,7 @@ directly to its services and get the currency rate either automatically or manua
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:alt: Bank of Peru is displayed in Multicurrency Service option
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Please refer to the next section in our documentation for more information about
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:doc:`multicurrencies <../accounting/others/multi_currency>`.
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:doc:`multicurrencies <../accounting/get_started/multi_currency>`.
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Configure Master data
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---------------------
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@@ -354,7 +354,7 @@ EDI Elements
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Once you have configured your master data, the invoices can be created from your sales order or
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manually. Additional to the basic invoice information described on :doc:`our page about the
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invoicing process <../accounting/receivables/customer_invoices/overview>`, there are a couple of
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invoicing process <../accounting/customer_invoices/overview>`, there are a couple of
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fields required as part of the Peru EDI:
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- **Document type**: The default value is “Factura Electronica” but you can manually change the
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@@ -572,7 +572,7 @@ By default the Credit Note is set in the document type:
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:alt: Credit Note document type
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To finish the workflow please follow the instructions on :doc:`our page about Credit Notes
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<../accounting/receivables/customer_invoices/credit_notes>`.
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<../accounting/customer_invoices/credit_notes>`.
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.. note::
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The EDI workflow for the Credit notes works in the same way as the invoices.
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@@ -116,7 +116,7 @@ Taxes
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=====
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To access your taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`.
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Activate/deactivate, or :doc:`configure </applications/finance/accounting/taxation/taxes/taxes>` the
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Activate/deactivate, or :doc:`configure </applications/finance/accounting/taxes/>` the
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taxes relevant to your business by clicking on them. Remember to only set tax accounts on the **5%**
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tax group, as other groups do not need closing. To do so, enable the :doc:`developer mode
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<../../general/developer_mode>` and go to :menuselection:`Configuration --> Tax Groups`. Then, set a
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@@ -61,7 +61,7 @@ To edit existing taxes or to :guilabel:`Create` a new tax, go to :menuselection:
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Configuration --> Accounting: Taxes`.
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.. seealso::
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- :doc:`taxes <../accounting/taxation/taxes>`
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- :doc:`taxes <../accounting/taxes>`
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- Tutorial: `Tax report and return
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<https://www.odoo.com/slides/slide/tax-report-and-return-1719?fullscreen=1>`_.
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