635cb044fb
[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#7231
X-original-commit: 50e9083274xpl@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2024-01-04 09:05:27 +00:00
22012bbf3e
[IMP] accounting: batch payments
...
Updated screenshots from 16.3 onwards. Forward to master.
taskid-3615592
closes odoo/documentation#6707
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2024-01-04 09:05:24 +00:00
51079b8296
[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#6455
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com >
2023-12-22 16:29:45 +00:00
8dccc8fc22
[IMP] accounting: updated chart of accounts page
...
Updated the chart of accounts page. Forward to master.
16.3 -> Change "ellipsis" menu button
17 -> Change "Setup" to "View"
taskid-3609365
closes odoo/documentation#6913
X-original-commit: b617b47ab2toaa@odoo.com >
2023-12-14 13:26:40 +00:00
ad4f3d48ab
[REF] Inventory: Restructure Inventory scope
...
closes odoo/documentation#6880
X-original-commit: 59791c252bzst@odoo.com >
2023-12-11 21:49:25 +00:00
6926dcf844
[IMP] accounting: followup screenshot
...
taskid-3614885
closes odoo/documentation#6790
X-original-commit: 27a307cb0cchpr@odoo.com >
2023-12-06 12:11:40 +00:00
da9268f07a
[IMP] pos: remove duplicate of set customer and update sections accordingly
...
task-3366190
closes odoo/documentation#6665
X-original-commit: 4118cb9bf9lrpz@odoo.com >
2023-12-04 11:41:31 +00:00
ae5e8c7aef
[FIX] accounting: update link to getting started video tutorial
...
task-3608613
closes odoo/documentation#6612
X-original-commit: c0653112a1xpl@odoo.com >
2023-11-23 21:11:43 +00:00
a0da25bb62
[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#6503
X-original-commit: 1a32165180jcs@odoo.com >
2023-11-17 20:34:03 +00:00
f4a17b8a1a
[IMP] inventory: expand on accounting and math
...
closes odoo/documentation#6477
X-original-commit: 9761eb44dczst@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 23:51:44 +00:00
bec8860955
[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#6228
X-original-commit: 323d3563c9xpl@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2023-10-27 11:15:58 +00:00
a31bcec3ba
[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#6162
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com >
2023-10-27 09:43:43 +00:00
8fb636442f
[ADD] Accounting: Admonition Block Sunset TaxCloud
...
closes odoo/documentation#5978
closes odoo/documentation#6042
X-original-commit: 8e1031d9edzst@odoo.com >
2023-10-06 02:48:51 +00:00
9032ae0389
[IMP] accounting: bank reconciliation documentation updated
...
task-3237825
closes odoo/documentation#5981
X-original-commit: 1d14941e41xpl@odoo.com >
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com >
Co-authored-by: Dallas Dean <dade@odoo.com >
2023-10-04 10:48:57 +00:00
d5bac4f64c
[IMP] accounting: bank sync
...
Updated the section on dates
task-id:3519559
closes odoo/documentation#5954
X-original-commit: 65a2bbacf2xpl@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2023-10-02 07:01:30 +00:00
1e8e39df93
[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#5268
X-original-commit: 7f75d16f1btoaa@odoo.com >
2023-08-07 11:11:47 +02:00
eddb0e2a99
[IMP] accounting: move cash discount tax reduction to payment term
...
task-3211595
closes odoo/documentation#5258
X-original-commit: ceda988a29xpl@odoo.com >
Signed-off-by: Dallas Dean (dade) <dade@odoo.com >
2023-08-04 11:15:29 +02:00
93d2bfaff4
[IMP] accounting: year-end closing
...
task-2823858
closes odoo/documentation#5208
X-original-commit: 8c03442791xpl@odoo.com >
2023-07-26 17:28:21 +02:00
abe1a14e3c
[IMP] accounting: multicurrency
...
Changed the "bank statement" section to "bank transactions"
taskid-3433653
closes odoo/documentation#5170
X-original-commit: 4b142c2a70xpl@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2023-07-20 15:14:00 +02:00
8a3c452920
[IMP] accounting: update payment terms
...
task-3211595
closes odoo/documentation#5174
X-original-commit: 26c4c01889dade@odoo.com >
2023-07-20 14:00:49 +02:00
fb5018a46f
[FIX] incoterms: fix typo: DPA → DAP
...
closes odoo/documentation#5145
X-original-commit: 1227c9cf79wil@odoo.com >
2023-07-18 15:38:38 +02:00
033ff8cd92
[IMP] accounting: checks
...
task-2979887
closes odoo/documentation#4941
X-original-commit: ac0db5ad17toaa@odoo.com >
2023-06-29 10:16:36 +02:00
c336f34baf
[FIX] accounting: remove fullscreen property from tutorial link
...
task-3389168
closes odoo/documentation#4935
X-original-commit: 88da0a9256xpl@odoo.com >
2023-06-28 16:00:53 +02:00
9dd4f67d1e
[IMP] accounting: add tutorials links to chart of accounts
...
closes odoo/documentation#4834
X-original-commit: a85e064ffcjcs@odoo.com >
2023-06-21 22:10:57 +02:00
b2c934aaad
[MOV] accounting: update/move customer addresses to accounting
...
task-3304975
closes odoo/documentation#4777
X-original-commit: cf5a3276c9jcs@odoo.com >
2023-06-16 20:19:48 +02:00
4c483e2a4a
[IMP] accounting/sales: default terms and conditions + quotation templates
...
task-3304938
closes odoo/documentation#4765
X-original-commit: 7ddbeb9223xpl@odoo.com >
2023-06-16 14:52:41 +02:00
372ecf24cb
[IMP] accounting: OSS report
...
Added a section on where to find OSS reports and how to export them
task-3305037
closes odoo/documentation#4714
X-original-commit: 0494082a55jcs@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2023-06-13 08:28:31 +02:00
096cb6db4f
[IMP] accounting: follow-up reports
...
task-3316301.
closes odoo/documentation#4699
X-original-commit: 256ddb30abjcs@odoo.com >
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com >
2023-06-12 10:28:31 +02:00
d472c646a8
[IMP] accounting: update VIES VAT number validation
...
task-3329992
closes odoo/documentation#4616
Signed-off-by: Dallas Dean (dade) <dade@odoo.com >
2023-06-07 15:00:24 +02:00
8b49c23499
[IMP] accounting: OSS note removal
...
Removal of a note in 16 that only applies to versions below it.
task-3305037
closes odoo/documentation#4612
X-original-commit: adee414578jcs@odoo.com >
2023-06-02 18:53:19 +02:00
3013dac949
[ADD] accounting: incoterms
...
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.
task-3305222
closes odoo/documentation#4611
X-original-commit: 971543266ajcs@odoo.com >
2023-06-02 18:53:17 +02:00
913cc4cb02
[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#4561
X-original-commit: de095cc4adjcs@odoo.com >
2023-05-26 17:17:01 +02:00
3bab6a3cbf
[IMP] accounting: update epc qr code
...
task-3336175
closes odoo/documentation#4544
X-original-commit: fd23308e93jcs@odoo.com >
Signed-off-by: Dean Dallas (dade) <dade@odoo.com >
2023-05-26 14:14:56 +02:00
0a3618cf95
[IMP] accounting: fiscal position update
...
task-3272939
closes odoo/documentation#4531
X-original-commit: 440c18ca01xpl@odoo.com >
Signed-off-by: chiaraprattico <chpr@odoo.com >
2023-05-25 10:03:11 +02:00
768c2b231b
[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#4421
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com >
2023-05-24 20:26:30 +02:00
ae22f379c5
[ADD] accounting: VAT units
...
task-2557013
16.0: Line 36 = "Create" --> "New"
closes odoo/documentation#4502
X-original-commit: 214ce3075ctoaa@odoo.com >
2023-05-23 13:45:17 +02:00
c68cc154ed
[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: 14afa1a1a2jcs@odoo.com >
2023-05-21 20:31:02 +02:00
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
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: b3db7fdd48jcs@odoo.com >
2023-05-15 18:50:24 +02:00
9556b85133
[IMP] accounting: follow-up reports
...
taskid-2057352.
Forward to master.
closes odoo/documentation#4390
X-original-commit: 767ee598actoaa@odoo.com >
2023-05-12 19:55:02 +02:00
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: 2e9789e436jcs@odoo.com >
2023-04-18 23:35:19 +02:00
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: 875d5ea61fjcs@odoo.com >
2023-04-14 11:49:35 +02:00
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: 136187f0fbjcs@odoo.com >
2023-04-14 10:45:06 +02:00
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: 878fc0e21fjcs@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
2eafd205de
[IMP] accounting: update batch payments
...
closes odoo/documentation#4058
X-original-commit: 67f10d3ecaxpl@odoo.com >
Signed-off-by: chiaraprattico <chpr@odoo.com >
2023-04-06 13:51:59 +02:00
03dc488290
[IMP] accounting: bank statements in the transactions page
...
task-3264491
closes odoo/documentation#4041
X-original-commit: 2d7a48a65expl@odoo.com >
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com >
2023-04-05 23:25:15 +02:00
ae399fc411
[ADD] accounting: enablebanking
...
task-3232701
closes odoo/documentation#4002
X-original-commit: cc194eb979jcs@odoo.com >
2023-04-03 21:47:10 +02:00
d70bd0b773
[MOV] accounting: structure of bank sync docs
...
X-original-commit: d694c6c9f5odoo/documentation#4002
2023-04-03 21:47:09 +02:00
7e37798280
[IMP] pos: update fiscal positions page
...
Task ID: 2862506
closes odoo/documentation#3928
X-original-commit: 4a7acf8c02jcs@odoo.com >
2023-03-28 23:17:55 +02:00
46a6b90110
[IMP] accounting: bank transactions
...
task-3204835
closes odoo/documentation#3897
X-original-commit: e89211e451jcs@odoo.com >
2023-03-27 17:13:50 +02:00
Tom Aarab (toaa)