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183 Commits

Author SHA1 Message Date
“Chiara 8025fdd915 [IMP] accounting: peppol changes 
taskid-3450738

closes odoo/documentation#6634

X-original-commit: 4728e6db23
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 11:17:02 +00:00
Xavier (XPL) 25a7492e74 [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6614

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 08:52:33 +00:00
oco-odoo a70677317a [IMP] accounting: new tag selector for custom reports 
https://github.com/odoo/enterprise/commit/0c0cf8ebc943a8dc2d9bdd952dc7b5c2dabbd60a
added a new way to select accounts in the account_codes engine. This
commit adds some explanation in the doc on how to use this new syntax.

closes odoo/documentation#6507

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-20 01:14:02 +00:00
Felicious f92a81d051 [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6481

X-original-commit: 9761eb44dc
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: toaa <104567387+toaa-odoo@users.noreply.github.com>
Co-authored-by: meng-odoo <101904966+meng-odoo@users.noreply.github.com>
 2023-11-15 23:51:15 +00:00
Tom Aarab (toaa) ffe569a625 [IMP] accounting: reconciliation 
Updated screenshots and typos for 16.3

Forward to 16.4:
- Change: Dashboard links are improved, and audit features can be found
  in the journal items view.

closes odoo/documentation#6233

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 21:36:43 +00:00
Tom Aarab (toaa) 077b7a577f [IMP] silverfin: API key 
Added a note to make it clearer that for fiduciaries, a single API key
is valid for all databases linked to the user.

taskid-3570700

closes odoo/documentation#6230

X-original-commit: 323d3563c9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-10-27 16:09:42 +00:00
Donatienne (dopi) e8febc9656 [IMP] accounting: bank reconciliation documentation updated 
task-3237825

closes odoo/documentation#5983

X-original-commit: 1d14941e41
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Co-authored-by: Dallas Dean <dade@odoo.com>
 2023-10-04 19:40:24 +00:00
tiku-odoo 928d3e44c6 [REM] Accounting: Scrub Taxcloud 
closes odoo/documentation#5976

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-10-04 19:40:21 +00:00
Tom Aarab (toaa) c086cf7ca8 [IMP] accounting: bank sync 
Updated the section on dates

task-id:3519559

closes odoo/documentation#5956

X-original-commit: 65a2bbacf2
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-10-02 06:54:40 +00:00
Tom Aarab (toaa) 1021f85a3f [IMP] accounting/credit and debit notes 
Forward to master.

Change 16.3 onwards (screenshots)

Improved the doc and added some info on debit notes (was missing).

taskid-3439169

closes odoo/documentation#5270

X-original-commit: 898b08a70e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-08-04 13:42:15 +02:00
“Dallas” 18db702655 [IMP] accounting: move cash discount tax reduction to payment term 
task-3211595

closes odoo/documentation#5260

X-original-commit: ceda988a29
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-08-04 09:43:27 +02:00
Xavier (XPL) b5dbf4779a [IMP] accounting: year-end closing 
task-2823858

closes odoo/documentation#5211

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-07-26 16:11:49 +02:00
Victor Feyens db05d69be6 [IMP] accounting: new behavior of the sepa provider 
Sepa mandates are not automatically confirmed anymore,
customers have to make one successful bank transfer
matching the expected payment details to confirm
their mandate.

See https://github.com/odoo/odoo/commit/fd2fb212c50952ca5a8e162ba5d82ce433cd5989
See https://github.com/odoo/enterprise/commit/9b729b157b6978e10fbbed45052226f150e5559f

closes odoo/documentation#5201

X-original-commit: bc1cf93455
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2023-07-26 13:22:07 +02:00
Tom Aarab (toaa) 32cb0d8244 [IMP] accounting: multicurrency 
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5171

X-original-commit: 4b142c2a70
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-07-20 15:45:03 +02:00
“Dallas” 80b4cd05d3 [IMP] accounting: update payment terms 
task-3211595

closes odoo/documentation#5175

X-original-commit: 26c4c01889
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-07-20 14:23:33 +02:00
Louis Wicket ae0c4d809d [FIX] incoterms: fix typo: DPA → DAP 
closes odoo/documentation#5146

X-original-commit: 1227c9cf79
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
 2023-07-18 18:18:23 +02:00
Tom Aarab (toaa) 7dfd6421db [IMP] accounting: checks 
task-2979887

closes odoo/documentation#4942

X-original-commit: 5b78ee96af
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-29 11:59:51 +02:00
Xavier b0a042b928 [FIX] accounting: remove fullscreen property from tutorial link 
task-3389168

closes odoo/documentation#4936

X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-06-28 19:08:51 +02:00
Jonathan b7316e2e2e [IMP] accounting: add tutorials links to chart of accounts 
closes odoo/documentation#4836

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-06-21 22:40:59 +02:00
“Dallas” 3b50c7a565 [MOV] accounting: update/move customer addresses to accounting 
task-3304975

closes odoo/documentation#4778

X-original-commit: cf5a3276c9
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-16 23:01:31 +02:00
Xavier 4af52da507 [IMP] accounting/sales: default terms and conditions + quotation templates 
task-3304938

closes odoo/documentation#4766

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
 2023-06-16 12:19:00 +02:00
Tom Aarab (toaa) 978bebf93c [IMP] accounting: OSS report 
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4716

X-original-commit: 0494082a55
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-13 08:44:23 +02:00
Tom Aarab (toaa) 7a41103958 [IMP] accounting: follow-up reports 
task-3316301.

closes odoo/documentation#4700

X-original-commit: 256ddb30ab
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-12 12:41:29 +02:00
“Dallas” 10683c03c7 [IMP] accounting: update VIES VAT number validation 
task-3329992

closes odoo/documentation#4641

X-original-commit: d472c646a8
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-06-07 18:01:19 +02:00
Tom Aarab (toaa) 844c2ef62e [IMP] accounting: OSS note removal 
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4614

X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 22:29:33 +02:00
Tom Aarab (toaa) f2ce4374aa [ADD] accounting: incoterms 
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4613

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 22:29:31 +02:00
oco-odoo 21b604e0db [IMP] accounting: subformulas for aggregation engine in custom reports 
https://github.com/odoo/enterprise/commit/f39862263c7e2332468a69736589a35d66d87b16
introduced two new subformulas for aggregations, but they were still
missing in the doc.

closes odoo/documentation#4562

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-26 17:29:32 +02:00
“Dallas” 4566a8ec30 [IMP] accounting: update epc qr code 
task-3336175

closes odoo/documentation#4545

X-original-commit: fd23308e93
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Dean Dallas (dade) <dade@odoo.com>
 2023-05-26 16:15:51 +02:00
“Chiara 3894c41631 [IMP] accounting: fiscal position update 
task-3272939

closes odoo/documentation#4532

X-original-commit: 440c18ca01
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
 2023-05-25 12:23:36 +02:00
Gauthier Wala (gawa) 99c1636974 [IMP] accounting: default taxes in taxes.rst 
Since https://github.com/odoo/odoo/pull/115222, a new line on an invoice
won't have the default sales tax put on by default. If there are no
taxes on the product, the account or from predictive, the tax will stay
empty. Its use has been restricted back to the tax put on new products.
It is still used in Accounting Firms mode, as we don't want people
to have to input the product when quick encoding.

task-3045026

closes odoo/documentation#4533

X-original-commit: 768c2b231b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-25 01:08:42 +02:00
Tom Aarab (toaa) 93b9d802e7 [ADD] accounting: VAT units 
task-2557013

16.0: Line 36 = "Create" --> "New"

closes odoo/documentation#4503

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
 2023-05-23 14:52:19 +02:00
Jonathan Castillo (jcs) 8553f68bb8 [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#4479

X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-22 11:43:14 +02:00
Jonathan Castillo (jcs) 16224865de [FIX] accounting: mark salt edge bank sync provider available worldwide 
task-3329454

closes odoo/documentation#4446

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-17 13:38:07 +02:00
Jonathan Castillo (jcs) f8bcfcb83a [REM] accounting: remove page about purchase receipts 
Sale and purchase receipts aren't really useful anymore. However, they
are left in the app for corner cases and to avoid upgrade issues. Since
this page is already deprecated, it is best to remove it.

closes odoo/documentation#4434

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-15 18:50:24 +02:00
Tom Aarab (toaa) 9556b85133 [IMP] accounting: follow-up reports 
taskid-2057352.

Forward to master.

closes odoo/documentation#4390

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
 2023-05-12 19:55:02 +02:00
Julien Van Roy 67ddab9fbc [IMP] accounting: send and print workflow in electronic_invoicing 
From saas-16.2, the choice of the format can be made from the partner
form view (for the formats present in `account_edi_ubl_cii` only). And
the attachment are generated during the Send & Print flow.

PR to select the EDI format based on the partner:
https://github.com/odoo/odoo/pull/115934

PR refactoring the Send & Print flow:
https://github.com/odoo/odoo/pull/111857

closes odoo/documentation#4197

X-original-commit: 2e9789e436
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-18 23:35:19 +02:00
Julien Van Roy 0f0144abf8 [IMP] accounting/electronic_invoicing: add SG einvoicing format 
Since commit
https://github.com/odoo/odoo/commit/bd06decccfffa5629c21c41a80280b6f84884bae,
the 'SG BIS Billing 3.0' format is available for singaporean companies.

closes odoo/documentation#4166

X-original-commit: 875d5ea61f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-14 11:49:35 +02:00
Julien Van Roy e4ab323e9e [IMP] accounting/electronic_invoicing: remove useless section 
In previous versions (from 14.0 to saas-15.4), `account_edi_ubl_cii` was
not auto-installed. From 16.0, it is. Thus, we no longer need the
section advising to install this module.

Manifest in saas-15.4:
https://github.com/odoo/odoo/blob/saas-15.4/addons/account_edi_ubl_cii/__manifest__.py
Manifest in 16.0:
https://github.com/odoo/odoo/blob/16.0/addons/account_edi_ubl_cii/__manifest__.py

closes odoo/documentation#4163

X-original-commit: 136187f0fb
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-14 10:45:06 +02:00
Jonathan Castillo (jcs) 6b4bc0b680 [IMP] subscriptions: overhaul of the basic docs 
This commit improves the structure of the Subscription doc and updates
its content (recurring products, subscription plans, sales flow)

task-3222232

closes odoo/documentation#4070

X-original-commit: 878fc0e21f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Xavier Platteau <xpl@odoo.com>
Co-authored-by: Tom Aarab <toaa@odoo.com>"
 2023-04-08 13:40:25 +02:00
“Chiara 2eafd205de [IMP] accounting: update batch payments 
closes odoo/documentation#4058

X-original-commit: 67f10d3eca
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
 2023-04-06 13:51:59 +02:00
Jonathan Castillo (jcs) 03dc488290 [IMP] accounting: bank statements in the transactions page 
task-3264491

closes odoo/documentation#4041

X-original-commit: 2d7a48a65e
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-05 23:25:15 +02:00
oskarenablebanking ae399fc411 [ADD] accounting: enablebanking 
task-3232701

closes odoo/documentation#4002

X-original-commit: cc194eb979
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-03 21:47:10 +02:00
Jonathan Castillo (jcs) d70bd0b773 [MOV] accounting: structure of bank sync docs 
X-original-commit: d694c6c9f5
Part-of: odoo/documentation#4002
 2023-04-03 21:47:09 +02:00
Loredana Perazzo 7e37798280 [IMP] pos: update fiscal positions page 
Task ID: 2862506

closes odoo/documentation#3928

X-original-commit: 4a7acf8c02
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-28 23:17:55 +02:00
“Chiara 46a6b90110 [IMP] accounting: bank transactions 
task-3204835

closes odoo/documentation#3897

X-original-commit: e89211e451
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-27 17:13:50 +02:00
Donatienne Pirlot 2c45872c57 [IMP] accounting: intrastat documentation update 
Updating the Intrastat documentation to provide information related to the Intrastat report.

closes odoo/documentation#3816

Id: 3167429
X-original-commit: 5d801fbdeb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2023-03-14 12:24:06 +01:00
Jonathan Castillo (jcs) d5fc577b0b [MOV] accounting: remove "misc" category in "bank and cash" 
closes odoo/documentation#3827

X-original-commit: 5888b6eb89
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-14 07:51:42 +01:00
Donatienne Pirlot 74d5d52874 [IMP] accounting: Analytic Accounting Documentation 
closes odoo/documentation#3802

Id: 3133182
X-original-commit: 6079d0e1d7
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-10 21:26:59 +01:00
Donatienne Pirlot d85715a176 [IMP] accounting: improving snailmail documentation 
Id: 3099154
X-original-commit: 3bb3acbb42

Debug mode should be activated in V15 and V16 to modify the paper format

closes odoo/documentation#3731

X-original-commit: 64aaa6f784
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
 2023-03-07 10:06:20 +01:00
Jonathan Castillo (jcs) 22c5ae8905 [ADD] accounting: trusted accounts (send money) 
RD task-3210415
Doc task-3211601

closes odoo/documentation#3737

Related: odoo/enterprise#37789
Related: odoo/upgrade#4397
Related: odoo/odoo#114278
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-07 01:59:46 +01:00