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172 Commits

Author SHA1 Message Date
Tom Aarab (toaa) d277770584 [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#5267

X-original-commit: 7f75d16f1b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-08-07 10:47:16 +02:00
“Dallas” ceda988a29 [IMP] accounting: move cash discount tax reduction to payment term 
task-3211595

closes odoo/documentation#5226

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-08-03 18:17:13 +02:00
Xavier (XPL) b2cb74ea8a [IMP] accounting: year-end closing 
task-2823858

closes odoo/documentation#5207

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-07-26 14:35:32 +02:00
“Dallas” f15044a45e [IMP] accounting: update payment terms 
task-3211595

closes odoo/documentation#5173

X-original-commit: 26c4c01889
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-07-20 14:52:37 +02:00
Tom Aarab (toaa) 10815d9a2e [IMP] accounting: multicurrency 
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5169

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 14:52:25 +02:00
Louis Wicket 13fa5030d6 [FIX] incoterms: fix typo: DPA → DAP 
closes odoo/documentation#5144

X-original-commit: 1227c9cf79
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
 2023-07-18 15:29:51 +02:00
Tom Aarab (toaa) 330b703959 [IMP] accounting: checks 
task-2979887

closes odoo/documentation#4940

X-original-commit: 6e0d01771b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-29 10:14:07 +02:00
Xavier fdb2d7d8fa [FIX] accounting: remove fullscreen property from tutorial link 
task-3389168

closes odoo/documentation#4934

X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-06-28 16:42:44 +02:00
Jonathan 4e3d517c7a [IMP] accounting: add tutorials links to chart of accounts 
closes odoo/documentation#4833

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-06-22 04:00:07 +02:00
“Dallas” d3ed638de9 [MOV] accounting: update/move customer addresses to accounting 
task-3304975

closes odoo/documentation#4776

X-original-commit: cf5a3276c9
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-17 03:40:29 +02:00
Xavier 2758fb4711 [IMP] accounting/sales: default terms and conditions + quotation templates 
task-3304938

closes odoo/documentation#4764

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
 2023-06-16 17:05:48 +02:00
Tom Aarab (toaa) 7879023310 [IMP] accounting: OSS report 
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4712

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 08:33:58 +02:00
Tom Aarab (toaa) 705bf87677 [IMP] accounting: follow-up reports 
task-3316301.

closes odoo/documentation#4698

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 10:34:30 +02:00
Jonathan Castillo (jcs) 1faab9add5 [MOV] accounting: rename VAT verification filename and title 
closes odoo/documentation#4638

X-original-commit: 5c578d627a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-06 20:25:29 +02:00
Tom Aarab (toaa) e79ee2045b [IMP] accounting: OSS note removal 
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4610

X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 14:01:19 +02:00
Tom Aarab (toaa) 978d3851ce [ADD] accounting: incoterms 
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4609

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 14:01:17 +02:00
oco-odoo 5d9d690f4b [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#4560

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-27 04:26:59 +02:00
“Dallas” 8ad4c25b67 [IMP] accounting: update epc qr code 
task-3336175

closes odoo/documentation#4543

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 18:58:45 +02:00
“Chiara 9d41b86aca [IMP] accounting: fiscal position update 
task-3272939

closes odoo/documentation#4530

X-original-commit: 440c18ca01
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
 2023-05-25 11:28:41 +02:00
Tom Aarab (toaa) 118e73c1de [ADD] accounting: VAT units 
task-2557013

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

closes odoo/documentation#4501

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
 2023-05-23 16:13:43 +02:00
Jonathan Castillo (jcs) 14afa1a1a2 [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#4477

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-21 17:26:45 +02:00
Jonathan Castillo (jcs) 1e0fae74cd [FIX] accounting: mark salt edge bank sync provider available worldwide 
task-3329454

closes odoo/documentation#4451

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-17 15:37:11 +02:00
Jonathan Castillo (jcs) 8e2b3368f9 [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#4433

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-15 18:06:48 +02:00
Tom Aarab (toaa) 872ce4e0ae [IMP] accounting: follow-up reports 
taskid-2057352.

Forward to master.

closes odoo/documentation#4389

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
 2023-05-10 12:55:47 +02:00
Julien Van Roy 2e9789e436 [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#4152

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-18 19:21:23 +02:00
Julien Van Roy 2baadb8075 [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#4165

X-original-commit: 875d5ea61f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-14 11:44:12 +02:00
Julien Van Roy 5b696e0290 [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#4162

X-original-commit: 136187f0fb
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-14 07:10:01 +02:00
Jonathan Castillo (jcs) e168ffdb1c [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#4068

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 12:58:06 +02:00
“Chiara 67d2bb2cb4 [IMP] accounting: update batch payments 
closes odoo/documentation#4057

X-original-commit: 67f10d3eca
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
 2023-04-06 13:23:07 +02:00
Jonathan Castillo (jcs) c2e30ab23e [IMP] accounting: bank statements in the transactions page 
task-3264491

closes odoo/documentation#4040

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 23:23:03 +02:00
oskarenablebanking c91ea3d251 [ADD] accounting: enablebanking 
task-3232701

closes odoo/documentation#4001

X-original-commit: cc194eb979
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-04-03 20:02:15 +02:00
Jonathan Castillo (jcs) 9878b58a04 [MOV] accounting: structure of bank sync docs 
X-original-commit: d694c6c9f5
Part-of: odoo/documentation#4001
 2023-04-03 20:02:15 +02:00
Loredana Perazzo 69248346db [IMP] pos: update fiscal positions page 
Task ID: 2862506

closes odoo/documentation#3927

X-original-commit: 4a7acf8c02
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-29 08:32:22 +02:00
“Chiara 0d6466fbbf [IMP] accounting: bank transactions 
task-3204835

closes odoo/documentation#3896

X-original-commit: e89211e451
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-03-27 15:20:00 +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
Jonathan Castillo (jcs) 3327711e25 [IMP] accounting: new version of cash discount 
task-2834752

closes odoo/documentation#3692

X-original-commit: 5fd3092ad3
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-28 23:49:54 +01:00
Jonathan Castillo (jcs) 0fb94a128e [IMP] accounting: add custom anchors to tax_return.rst headings 
closes odoo/documentation#3681

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-27 13:56:11 +01:00
Antoine Vandevenne (anv) 518db8b02a [MOV] developer/api/external_api: move "External API" to the reference dir 
task-2991663

X-original-commit: 95ed856446
Part-of: odoo/documentation#3660
 2023-02-23 16:09:00 +01:00
Donatienne Pirlot 26b45abb9e [IMP] accounting: updating the doc related to vendor bill to payment 
closes odoo/documentation#3638

X-original-commit: 1db61fca8f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-20 13:44:41 +01:00
Donatienne Pirlot 655f923d11 [IMP] accounting: update cheat sheet 
This PR change the cheat sheet of the accounting documentation.
Change done:
* Change name of the file: memento to cheat_sheet
* Adding explanation to the doc (Ex: Invoices and bills status)
* Correcting some sentences

closes odoo/documentation#3625

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-17 22:02:43 +01:00
Jonathan Castillo (jcs) 65d71dd7be [FIX] *: RST cleanup 
RST cleanup to comply with the RST guidelines. This is required so we
can use "make test", as there are currently hundreds of errors. For now,
it is unusable because of the oldest code in this repo.

closes odoo/documentation#3589

X-original-commit: 7ae76bad42
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-15 16:03:06 +01:00
Jonathan Castillo (jcs) 5f45c6aff8 [MOV] finance: move fiscal localisation pages and merge /overview/ 
The content written in the fiscal localisation pages are not only for
Accounting, but also for other apps such as Payroll and Point of Sales.
This commit moves the content to the "Finance" level, to better reflect
this reality, and merges the pages in the /overview/ folder in the main
category page.

closes odoo/documentation#3559

X-original-commit: ecbb755471
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-13 17:26:08 +01:00
Jonathan Castillo (jcs) fd25400847 [FIX] *: first small clean of the code 
Friday afternoon cleanup. This is required so we can use "make test", as
there are currently hundreds of errors. For now, it is unusable because
of the oldest code in this repo.

closes odoo/documentation#3544

X-original-commit: 26ddeef42c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-13 14:05:23 +01:00
“Chiara 5d0b31a508 [IMP] accounting/l10n: Italian Localization 
closes odoo/documentation#3529

Taskid: 3067241
X-original-commit: 3cfee5c99e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-10 10:13:14 +01:00
Donatienne Pirlot a1b17b9f31 [ADD] accounting: localization page for uk 
closes odoo/documentation#3519

X-original-commit: 0550374968
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
 2023-02-09 18:07:36 +01:00
Julien Van Roy 5fb8de203d [IMP] accounting/electronic_invoicing: add a-nz einvoicing format 
Since commit
https://github.com/odoo/odoo/commit/9431dddd7c13ae130e7af29936307d22459d543f,
the 'A-NZ BIS Billing 3.0' format is available for australian and new
zealand companies.

closes odoo/documentation#3483

X-original-commit: e2b4e8ad84
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-02-03 17:41:13 +01:00