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205 Commits

Author SHA1 Message Date
Dylan Kiss (dyki) 1d04f0c761 [IMP] accounting: deferred detail change 
Update the documentation for Deferred Revenues and Expenses following
the changes in https://github.com/odoo/enterprise/pull/56052

task-3725621

closes odoo/documentation#7739

X-original-commit: 1f730d050f
Related: odoo/enterprise#56643
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-15 09:20:51 +00:00
Donatienne (dopi) 67a5ea0ccc [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7513

X-original-commit: e5a19771c1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
 2024-01-30 08:13:44 +00:00
“Audrey c8304d1310 [IMP] payment_providers: payment methods + restructure doc page 
task-3570280

closes odoo/documentation#7525

X-original-commit: 67894e33f6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-01-24 14:27:39 +00:00
aliya 2e421f7b42 [IMP] accounting: peppol 
In 17.0 we have introduced some additional features in Peppol:
- switching between the demo mode/test mode/live
- better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard
- peppol ready filter to filter customer invoices that are ready to be sent via peppol

part of:
task-3614809

closes odoo/documentation#7395

X-original-commit: 47300c10bf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
 2024-01-16 10:23:42 +00:00
“Chiara 74b4f1e817 [IMP] accounting: internal transfers 
taskid-3663508

closes odoo/documentation#7394

X-original-commit: 9223318b05
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-16 10:23:39 +00:00
Joren Van Onder f0cf3c68ac [IMP] accounting: direct customers to official fork of Taxcloud modules 
Also improve wording a bit.

closes odoo/documentation#7353

X-original-commit: 968177ade5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Renee Carano <rca@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-01-13 03:20:49 +00:00
Tom Aarab (toaa) 1f31ba3f06 [REM] accounting: multiple payments 
Removing redundant page (see task)

See PR https://github.com/odoo/documentation/pull/6645

taskid-3466400

closes odoo/documentation#7350

X-original-commit: 2ef7150ebf
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-13 03:20:48 +00:00
Tom Aarab (toaa) 62a4db0c7d [IMP] accounting: taxes 
Updated the tax documentation for 16.4 onwards. Forward to master.

taskid-3621461

closes odoo/documentation#7303

X-original-commit: 73fc5e9be4
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-10 06:28:01 +00:00
Tom Aarab (toaa) de2999c01d [IMP] accounting: payments doc update 
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7273

X-original-commit: 9c1efe5b20
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 14:23:23 +00:00
Tom Aarab (toaa) 494ae5a555 [IMP] accounting: checks 
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7292

X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 12:52:43 +00:00
Tom Aarab (toaa) 7a8f551d67 [IMP] accounting: Incoterms 
Updated the Incoterms page to add "location" field and fixed typos

taskid-3619104

closes odoo/documentation#7245

X-original-commit: 30f5433366
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 19:10:09 +00:00
Tom Aarab (toaa) 67adf2fc3b [IMP] accounting: batch payments 
Updated screenshots from 16.3 onwards. Forward to master.

taskid-3615592

closes odoo/documentation#7242

X-original-commit: 22012bbf3e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 19:10:08 +00:00
Tom Aarab (toaa) 6f3ca9f4a3 [IMP] accounting: bank sync 
Changed a note that was confusing to end users. Forward to 16.3

16.3 & 16.4 --> Fetch Account/Reconnect

17.0 --> Reconnect

taskid-3619168

closes odoo/documentation#7234

X-original-commit: f0ee3420b9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 17:58:34 +00:00
“Chiara d1836f349f [IMP] accounting: withholding tax 
taskid-3615963

closes odoo/documentation#7236

X-original-commit: cc03963248
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2024-01-04 14:59:39 +00:00
Ricardo Gomes Rodrigues abb3589471 [IMP] accounting: Deferred revenues and expenses 
Update Deferred Revenues and Expenses documentation
following the changes in https://github.com/odoo/enterprise/pull/40902

task-id 3478356

closes odoo/documentation#7143

X-original-commit: 6d6e82a158
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2023-12-26 09:53:34 +00:00
aliya 78d1f23686 [IMP] accounting: peppol 
task-3613395

closes odoo/documentation#7140

X-original-commit: d88148f3f6
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-12-22 21:16:41 +00:00
Valentino 6fb216f70d [IMP] l10n_br: include electronic invoicing flow 
With the addition of l10n_br_edi and l10n_br_edi_sale to the previous modules, now electronic invoices for goods can be created from Odoo.

This PR includes the necessary information to use these new modules - configuration and workflows.

closes odoo/documentation#7022

X-original-commit: f23dcb7d35
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-21 07:57:47 +00:00
Tom Aarab (toaa) 3ef14b8254 fw port 
closes odoo/documentation#6916

X-original-commit: bf0ac2dffd
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-14 14:56:36 +00:00
John Holton (hojo) 5d7abe69ac [REF] Inventory: Restructure Inventory scope 
closes odoo/documentation#6883

X-original-commit: 59791c252b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-11 21:55:49 +00:00
“Chiara 0c162ecf18 [IMP] accounting: followup screenshot 
taskid-3614885

closes odoo/documentation#6794

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2023-12-06 13:03:48 +00:00
Loredana Perazzo f10dcbdaf6 [IMP] pos: remove duplicate of set customer and update sections accordingly 
task-3366190

closes odoo/documentation#6668

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
 2023-12-04 11:28:51 +00:00
Tom Aarab (toaa) 41442270a3 [IMP] accounting: checks 
Update screenshots for 16.4 and up. Forward to master.

taskid-3614814

closes odoo/documentation#6711

X-original-commit: 639a56fc5c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-01 17:37:37 +00:00
“Chiara 8e548bf770 [IMP] accounting: peppol changes 
taskid-3450738

closes odoo/documentation#6635

X-original-commit: 4728e6db23
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 03:35:01 +00:00
Xavier (XPL) 1a412b334a [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6615

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 03:34:58 +00:00
oco-odoo cc37e41de0 [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#6509

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-20 01:16:38 +00:00
Felicious d87112ddef [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6483

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>
 2023-11-16 05:19:09 +00:00
Tom Aarab (toaa) a8ef31f215 [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#6234

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 13:42:50 +00:00
Tom Aarab (toaa) a3e1378919 [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#6231

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 13:42:49 +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