[IMP] Essentials: update search doc

_compute_outlook_uri is using get_base_url, providing the
web.base.url of the database that is subject to changed as
stated on the website documentation: if the user logging-in
is using another URL to connect to the db, and has the
Administration/Settings access right (res.groups: base.group_system)

opw-4056377

closes odoo/documentation#10374

X-original-commit: 1f7c0a9b2e
Signed-off-by: Baptiste Vergote (bve) <bve@odoo.com>

content/administration/neutralized_database.rst

@@ -21,7 +21,7 @@ turned into a testing environment.
 Deactivated features
 ====================
 
-Here is a non-exhaustive list of the deactivated parameters:
+Here is a non-exhaustive list of the deactivated features:
 
 - all planned actions (e.g., automatic invoicing of subscriptions, mass mailing, etc.)
 - outgoing emails
@@ -29,6 +29,7 @@ Here is a non-exhaustive list of the deactivated parameters:
 - payment providers
 - delivery methods
 - :abbr:`IAP (In-App Purchase)` tokens
+- website visibility (prevent search engines from indexing your site)
 
 .. note::
    **A red banner at the top of the screen is displayed on the neutralized database so that it can

content/administration/supported_versions.rst

@@ -50,7 +50,7 @@ This matrix shows the support status of every version.
      - November 2023
      - October 2026 (planned)
    * - Odoo saas~16.4
-     - |green|
+     - |red|
      - N/A
      - N/A
      - August 2023

content/administration/upgrade.rst

@@ -272,9 +272,6 @@ Upgrading the production database
 
 Once the :ref:`tests <upgrade/test_your_db>` are completed and you are confident that the upgraded
 database can be used as your main database without any issues, it is time to plan the go-live day.
-It can be planned in coordination with Odoo's upgrade support analysts by `submitting a ticket for
-an issue related to my future upgrade (I am testing an upgrade)
-<https://odoo.com/help?stage=migration>`_.
 
 Your production database will be unavailable during its upgrade. Therefore, we recommend planning
 the upgrade at a time when the use of the database is minimal.

content/applications/essentials/contacts.rst

@@ -1,3 +1,5 @@
+:show-content:
+
 ========
 Contacts
 ========
@@ -175,15 +177,33 @@ Partner Assignment tab
 
 Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation`
 section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner
-Review` configurations. These are **only** present when the *Enterprise Resellers* module is
-installed.
+Review` configurations. These are **only** present when the *Resellers* module is installed.
+
+.. seealso::
+   Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more
+   information on publishing partners on the website.
 
 Membership tab
 --------------
 
-Finally, there is the :guilabel:`Membership` tab, which can help users manage any memberships that
-are being offered to this specific contact. It should be noted that this tab only appears when the
-*Members* applications is installed.
+Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any
+memberships that are being offered to this specific contact. It should be noted that this tab
+**only** appears when the *Members* application is installed.
+
+Activate membership
+~~~~~~~~~~~~~~~~~~~
+
+To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership`
+tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the
+drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership`
+when both fields are filled in.
+
+Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
+:guilabel:`Membership` tab of a contact form.
+
+.. seealso::
+   Follow the :doc:`Members documentation <../sales/members>` for more information on publishing
+   members on the website.
 
 Smart buttons
 =============
@@ -236,3 +256,8 @@ in the main contacts page, but they can still be searched for with the :guilabel
    - :doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>`
    - `Odoo's eLearning Contacts tutorial
      <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_
+
+.. toctree::
+   :titlesonly:
+
+   contacts/merge

content/applications/essentials/contacts/merge.rst

@@ -0,0 +1,78 @@
+==============
+Merge contacts
+==============
+
+Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any
+information in the process. This keeps the database organized, and prevents contacts from being
+contacted by more than one salesperson.
+
+.. _contacts/merge-duplicate:
+
+Merge duplicate contacts
+========================
+
+.. danger::
+   Merging is an irreversible action. Do **not** merge contacts unless absolutely certain they
+   should be combined.
+
+Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list`
+:guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox
+(on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog`
+:guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu.
+
+.. image:: merge/merge-menu.png
+   :align: center
+   :alt: The merge contacts option in the Contacts application.
+
+This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before
+confirming they should be merged. If any contacts in the list should **not** be merged, click the
+:icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact.
+
+.. tip::
+   Click the individual contact to open the record for that contact, and view additional
+   information.
+
+.. image:: merge/merge-window.png
+   :align: center
+   :alt: The merge pop-up window in the Contacts application.
+
+Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This
+field defaults to the contact record that was created first in the system.
+
+After confirming the information on the pop-up window, click :guilabel:`Merge Contacts`.
+
+Deduplicate contacts
+====================
+
+After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window
+also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for
+duplicated records, based on selected criteria, and merges them automatically, or after manual
+approval.
+
+Click the :guilabel:`Deduplicate the other Contacts` button to open the :guilabel:`Deduplicate
+Contacts` pop-up window.
+
+Select one or more fields to be used in the search for duplicated records. Duplicated contacts can
+be searched, based on the following criteria:
+
+- :guilabel:`Email`
+- :guilabel:`Name`
+- :guilabel:`Is Company`
+- :guilabel:`VAT`
+- :guilabel:`Parent Company`
+
+.. note::
+   If more than one field is selected, only records that have **all** fields in common are suggested
+   as duplicates.
+
+If necessary, select criteria to be used to exclude potential duplicates from the search. Potential
+duplicates can be excluded from the search, based on the following criteria:
+
+- :guilabel:`A user associated to the contact`
+- :guilabel:`Journal Items associated to the contact`
+
+After confirming the search criteria, click either :guilabel:`Merge with Manual Check`,
+:guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`.
+
+If :guilabel:`Merge with Manual Check` is selected, complete the merge by following the :ref:`steps
+above <contacts/merge-duplicate>`.

content/applications/essentials/search.rst

@@ -181,6 +181,75 @@ It is possible to *customize groups* by using a field present on the model. To d
    cluster, the next one that is added further divides the main group's categories, and so on.
    Furthermore, filters and groups can be used together to refine the view even more.
 
+.. _search/comparison:
+
+Comparison
+==========
+
+Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of
+their :guilabel:`Search...` bars. This includes the :doc:`Overall Equipment Effectiveness
+<../inventory_and_mrp/manufacturing/workflows/oee>` report for the *Manufacturing* app, and the
+:doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* app,
+among others.
+
+The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from
+two different time periods. There are two comparison options to choose from: :guilabel:`(Time
+Filter): Previous Period` and :guilabel:`(Time Filter): Previous Year`.
+
+.. important::
+   For some reports, the :guilabel:`Comparison` section **only** appears in the
+   :guilabel:`Search...` bar drop-down menu if one (or more) time periods have been selected in the
+   :guilabel:`Filters` column. This is because, if no time period is specified, there is nothing to
+   compare.
+
+   Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the
+   :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot`
+   :guilabel:`(pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if
+   another view is enabled, but doing so does **not** change the way data is displayed on the
+   report.
+
+.. image:: search/comparison-section.png
+   :align: center
+   :alt: The Search... bar for the production analysis report.
+
+To view data using one of the two comparisons, begin by selecting a time period in the
+:guilabel:`Filters` column of the :guilabel:`Search...` bar drop-down menu. Then, select either
+:guilabel:`(Time Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the
+:guilabel:`Comparison` section.
+
+With one of the :guilabel:`Comparison` options enabled, the report compares the data for the
+selected period, with the data for the same unit of time (month, quarter, year), one period or year
+prior. The way the data is displayed depends on the selected view:
+
+- The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-side, for each unit of
+  time for the selected time period. The left bar represents the selected time period, while the
+  right bar represents the previous time period.
+- The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two lines, one representing
+  the selected time period, and the other representing the previous time period.
+- The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle with a smaller circle
+  inside. The larger circle represents the selected time period, while the smaller circle represents
+  the previous time period.
+- The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each column split into two
+  smaller columns. The right column represents the selected time period, while the left column
+  represents the previous time period.
+
+.. example::
+   In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for
+   the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is
+   selected in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar drop-down
+   menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected.
+
+   The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024.
+   The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period,
+   but one *year* prior.
+
+   If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for
+   the first quarter (Q1) of 2024, which is the same time period, but one *period* prior.
+
+   .. image:: search/comparison.png
+      :align: center
+      :alt: The comparison view of the Production Analysis report.
+
 .. _search/favorites:
 
 Favorites

content/applications/finance/accounting.rst

@@ -76,6 +76,8 @@ expense either when the transaction occurs (accrual basis) or when the payment i
 .. seealso::
    :doc:`Cash basis <accounting/taxes/cash_basis>`
 
+.. _accounting/multi-company:
+
 Multi-company
 =============
 

content/applications/finance/accounting/get_started/avg_price_valuation.rst

@@ -32,7 +32,7 @@ valuation <inventory/avg_price/leaving_inventory>`.
 .. seealso::
    - :doc:`Using inventory valuation
      <../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation>`
-   - :ref:`Other inventory valuation methods <inventory/inventory_valuation_config/costing_methods>`
+   - :ref:`Other inventory valuation methods <inventory/warehouses_storage/costing_methods>`
 
 Configuration
 =============
@@ -263,7 +263,7 @@ value** increases based on the vendor price of the products that have entered th
 account (called **stock input**) is credited and only reconciled once the vendor bill is received.
 
 .. seealso::
-   - :ref:`Anglo-Saxon vs. Continental <inventory/inventory_valuation_config/accounting>`
+   - :ref:`Anglo-Saxon vs. Continental <inventory/warehouses_storage/accounting-types>`
 
 The table below reflects journal entries and accounts. The *stock input* account stores the money
 intended to pay vendors when the vendor bill has not yet been received. To balance accounts when

content/applications/finance/accounting/get_started/chart_of_accounts.rst

@@ -15,6 +15,8 @@ When browsing your chart of accounts, you can sort the accounts by :guilabel:`Co
 .. image:: chart_of_accounts/chart-of-accounts-sort.png
    :alt: Group the accounts by type in Odoo Accounting
 
+.. _chart-of-account/create:
+
 Configuration of an account
 ===========================
 

content/applications/finance/accounting/payments.rst

@@ -20,6 +20,8 @@ for use at a later date:
    - `Odoo Tutorials: Bank Configuration
      <https://www.odoo.com/slides/slide/bank-configuration-1880>`_
 
+.. _payments/register:
+
 Registering payment from an invoice or bill
 ===========================================
 

content/applications/finance/accounting/reporting.rst

@@ -40,6 +40,8 @@ of your organisation as at a particular date.
 
 .. image:: reporting/main_reports09.png
 
+.. _accounting/reporting/balance-sheet:
+
 Profit and Loss
 ---------------
 
@@ -49,6 +51,8 @@ report period.
 
 .. image:: reporting/main_reports10.png
 
+.. _accounting/reporting/executive-summary:
+
 Executive Summary
 -----------------
 
@@ -126,6 +130,8 @@ payment during a selected month and several months prior.
 
 .. image:: reporting/main_reports07.png
 
+.. _accounting/reporting/cash-flow-statement:
+
 Cash Flow Statement
 -------------------
 

content/applications/finance/fiscal_localizations.rst

@@ -121,7 +121,7 @@ available on Odoo.
 - :doc:`United Arab Emirates - Accounting <fiscal_localizations/united_arab_emirates>`
 - :doc:`UK - Accounting <fiscal_localizations/united_kingdom>`
 - Ukraine - Accounting
-- United States - Accounting
+- :doc:`United States - Accounting <fiscal_localizations/united_states>`
 - Uruguay - Accounting
 - Venezuela - Accounting
 - :doc:`Vietnam - Accounting <fiscal_localizations/vietnam>`
@@ -159,3 +159,4 @@ available on Odoo.
    fiscal_localizations/vietnam
    fiscal_localizations/united_arab_emirates
    fiscal_localizations/united_kingdom
+   fiscal_localizations/united_states

content/applications/finance/fiscal_localizations/argentina.rst

@@ -1018,69 +1018,37 @@ specific product.
 Reports
 =======
 
-As part of the localization installation, financial reporting for Argentina was added to the
-:guilabel:`Accounting` dashboard. Access these reports by navigating to :menuselection:`Accounting
---> Reporting --> Argentinean Reports`
+As part of the localization installation, financial reporting for Argentina is available in the
+:guilabel:`Accounting` dashboard. To access these reports, navigate to :menuselection:`Accounting
+--> Reporting --> Argentinean Statements`.
 
-.. image:: argentina/argentinian-reports.png
-   :align: center
-   :alt: Argentinean reports.
+To access the VAT book report, go to :menuselection:`Accounting --> Reporting --> Tax Report`, click
+the :icon:`fa-book` (:guilabel:`book`), and select :guilabel:`Argentinean VAT book (AR)`.
 
-VAT reports
------------
-
-Sales VAT book
-~~~~~~~~~~~~~~
-
-This report records all the sales, which are taken as the basis for the accounting records
-to determine the VAT (Tax Debit). The :guilabel:`Sales VAT` book report can be exported as a `.zip`
-file using the :guilabel:`VAT BOOK (ZIP)` button at the top left, containing `.txt` files to upload
-to the AFIP portal.
-
-.. image:: argentina/sales-vat-book.png
-   :align: center
-   :alt: Sales VAT book.
-
-Purchases VAT book
-~~~~~~~~~~~~~~~~~~
-
-The :guilabel:`Purchases VAT` book report can be exported as a `.zip` file using the
-:guilabel:`VAT BOOK (ZIP)` button at the top left, which contains `.txt` files to upload to the AFIP
-portal.
-
-.. image:: argentina/purchases-vat-book.png
-   :align: center
-   :alt: Purchases VAT book.
+.. note::
+   The VAT book report can be exported as a `.zip` file by selecting it in the dropdown menu in the
+   top-left corner.
 
 VAT summary
-~~~~~~~~~~~
+-----------
 
-Pivot table designed to check the monthly VAT totals. This report is for internal use and is not
-sent to the AFIP.
-
-.. image:: argentina/vat-summary.png
-   :align: center
-   :alt: VAT Summary.
-
-IIBB - Reports
---------------
+This pivot table is designed to check the monthly VAT totals. This report is for internal use and is
+not sent to the AFIP.
 
 IIBB - Sales by jurisdiction
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+----------------------------
 
-Pivot table where you can validate the gross income in each jurisdiction. Affidavit for the
-corresponding taxes to pay; and therefore, it is not sent to the AFIP.
+This pivot table allows you to validate the gross income in each jurisdiction. It serves as an
+affidavit for the corresponding taxes due but is not submitted to the AFIP.
 
 .. image:: argentina/iibb-sales-jurisdiction.png
-   :align: center
    :alt: IIBB Sales by jurisdiction.
 
 IIBB - Purchases by jurisdiction
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+--------------------------------
 
-Pivot table where you can validate the gross purchases in each jurisdiction. Affidavit for the
-corresponding taxes to pay; and therefore, it is not sent to the AFIP.
+This pivot table allows you to validate the gross purchases in each jurisdiction. It serves as an
+affidavit for the corresponding taxes due but is not submitted to the AFIP.
 
 .. image:: argentina/iibb-purchases-jurisdiction.png
-   :align: center
    :alt: IIBB Purchases by jurisdiction.

content/applications/finance/fiscal_localizations/ecuador.rst

@@ -33,6 +33,8 @@ Here are some terms that are essential on the Ecuadorian localization:
 Configuration
 =============
 
+.. _l10n_ec/module-installation:
+
 Modules installation
 --------------------
 
@@ -75,7 +77,7 @@ localization:
    * - :guilabel:`Ecuadorian Point of Sale`
      - `l10n_ec_edi_pos`
      - Includes all the technical and functional requirements to generate automatic electronic
-       invoices from a PoS sale.
+       invoices from a POS sale.
 
 .. note::
    When you install a database from scratch selecting `Ecuador` as the country, Odoo automatically
@@ -631,7 +633,7 @@ time.
 eCommerce workflow
 ~~~~~~~~~~~~~~~~~~
 
-Type and identification number
+Identification type and number
 ******************************
 
 The client who is making a purchase will have the option to indicate their identification type and
@@ -639,18 +641,74 @@ number during the checkout process. This information is required to correctly ge
 electronic invoice after the checkout is completed.
 
 .. image:: ecuador/website-checkout-form.png
-   :align: center
    :alt: Website checkout form.
 
 .. note::
-   Verification is done to ensure the *Identification Number* field is completed and has the correct
-   number of digits. For RUC identification, 13 digits are required. For Cédula, 9 digits are
-   required.
+   Verification is done to ensure the :guilabel:`Identification Number` field is completed and has
+   the correct number of digits. For RUC identification, 13 digits are required. For Cédula,
+   9 digits are required.
 
 After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or
 asynchronously to the SRI.
 
-Financial Reports
+Point of Sale electronic invoicing
+----------------------------------
+
+Make sure the *Ecuadorian module for Point of Sale* (`l10n_ec_edi_pos`) is :ref:`installed
+<l10n_ec/module-installation>` to enable the following features and configurations:
+
+- Choose the SRI payment method in each payment method configuration.
+- Manually input the customer's identification type and identification number when creating a
+  new contact on *POS*.
+- Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process.
+
+Payment method configuration
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To :doc:`create a payment method for a point of sale <../../sales/point_of_sale/payment_methods>`,
+go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. Then, set the
+:guilabel:`SRI Payment Method` in the payment method form.
+
+Invoicing flows
+~~~~~~~~~~~~~~~
+
+Identification type and number
+******************************
+
+The POS cashier can :ref:`create a new contact for a customer <pos/customers>` who requests an
+invoice from an open POS session.
+
+The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form:
+:guilabel:`Identification Type` and :guilabel:`Tax ID`.
+
+.. note::
+   As the identification number length differs depending on the identification type, Odoo
+   automatically checks the :guilabel:`Tax ID` field upon saving the contact form. To manually
+   ensure the length is correct, know that the :guilabel:`RUC` and :guilabel:`Citizenship` types
+   require 13 and 10 digits, respectively.
+
+Electronic invoice: anonymous end consumer
+******************************************
+
+When clients do not request an electronic invoice for their purchase, Odoo automatically sets the
+customer as :guilabel:`Consumidor Final` and generates an electronic invoice anyway.
+
+.. note::
+   If the client requests a credit note due to a return of this type of purchase, the credit note
+   should be made using the client's real contact information. Credit notes cannot be created to
+   *Consumidor Final* and can be managed :ref:`directly from the POS session <pos/refund>`.
+
+Electronic invoice: specific customer
+*************************************
+
+If a customer requests an invoice for their purchase, it is possible to select or create a contact
+with their fiscal information. This ensures the invoice is generated with accurate customer details.
+
+.. note::
+   If the client requests a credit note due to a return of this type of purchase, the credit note
+   and return process can be managed :ref:`directly from the POS session <pos/refund>`.
+
+Financial reports
 =================
 
 In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main

content/applications/finance/fiscal_localizations/france.rst

@@ -2,6 +2,11 @@
 France
 ======
 
+.. important::
+   You must :doc:`install <../../general/apps_modules>` the **France - Adding Mandatory Invoice
+   Mentions (Decree no. 2022-1299)** (`l10n_fr_invoice_addr`) module to comply with the `local
+   legislation <https://www.legifrance.gouv.fr/jorf/id/JORFTEXT000046383394>`_.
+
 .. _france/fec:
 
 FEC - Fichier des Écritures Comptables

content/applications/finance/fiscal_localizations/germany.rst

@@ -172,7 +172,7 @@ German Tax Accounting Standards: Odoo's guide to GoBD Compliance
 
 **GoBD** stands for `Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
 Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff
-<https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_.
+<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
 In short, it is a **guideline for the proper management and storage of books, records, and documents
 in electronic form, as well as for data access**, that is relevant for the German tax authority, tax
 declaration, and balance sheet.

content/applications/finance/fiscal_localizations/kenya.rst

@@ -7,114 +7,369 @@ Kenya
 Configuration
 =============
 
-:ref:`Install <general/install>` the following modules to get all the features of the Kenyan
-localization:
+Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package <fiscal_localizations/packages>` to get
+all the features of the Kenyan localization.
 
-.. list-table::
-   :header-rows: 1
+eTIMS
+=====
 
-   * - Name
-     - Technical name
-     - Description
-   * - :guilabel:`Kenyan - Accounting`
-     - `l10n_ke`
-     - Installing this module grants you access to the list of accounts used in the local GAAP and
-       the list of common taxes (VAT, etc.).
-   * - :guilabel:`Kenyan - Accounting Reports`
-     - `l10n_ke_reports`
-     - Installing this module grants you access to improved accounting reports for Kenya, such as
-       Profit and Loss and Balance Sheets.
+The `Kenya Revenue Authority (KRA) <https://www.kra.go.ke/>`_ has implemented the
+`electronic Tax Invoice Management System (eTIMS) <https://www.kra.go.ke/online-services/etims>`_
+for tax collection.
 
-You also have to install the **Kenya Tremol Device EDI Integration** package to be able to report
-your taxes to the **Kenya Revenue Authority (KRA)** using the Tremol G03 Control Unit:
-
-.. list-table::
-   :header-rows: 1
-
-   * - Name
-     - Technical name
-     - Description
-   * - :guilabel:`Kenya Tremol Device EDI Integration`
-     - `l10n_ke_edi_tremol`
-     - Installing this module integrates with the Kenyan G03 Tremol control unit device to report
-       taxes to KRA through TIMS.
-
-.. image:: kenya/modules.png
-   :align: center
-   :alt: The three modules for the Kenya Fiscal Localization Package on Odoo
-
-Kenyan TIMS integration
-=======================
-
-The Kenya Revenue Authority (KRA) has decided to go digital for tax collection through the **Tax
-Invoice Management System (TIMS)**. As of December 1st, 2022, all VAT-registered persons should
-comply with TIMS. The goal is to reduce VAT fraud, increase tax revenue, and increase VAT compliance
-through standardization, validation, and transmission of invoices to KRA on a real-time or near
-real-time basis.
-
-All VAT-registered taxpayers should use a **compliant tax register**. Odoo decided to develop the
-integration of the **Tremol G03 Control Unit (type C)**, which can be run locally through USB. This
-device validates invoices to ensure financial documents meet the new regulations and send the
-validated tax invoices directly to KRA. Installing a proxy server that provides a gateway between
-users and the internet is required.
-
-Installing the proxy server on a Windows device
------------------------------------------------
-
-Go to `odoo.com/download <https://www.odoo.com/page/download>`_, fill out the required information
-and click :guilabel:`Download`.
-
-.. image:: kenya/download.png
-   :align: center
-   :alt: Install the Proxy Server on a Windows device
-
-Once it is loaded on your computer, a wizard opens. You have to read and agree with the terms of the
-agreement. On the next page, select the :guilabel:`type of install: Odoo IoT`. Then, click
-:guilabel:`Next` and :guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the
-:guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then click :guilabel:`Finish`.
-
-A new page opens, confirming your :doc:`IoT Box <../../general/iot/config/connect>` is up and
-running. Connect your physical device **Tremol G03 Control Unit (type C)** to your laptop via USB.
-In the :guilabel:`IoT Device` section, check that your Tremol G03 Control Unit (type C) appears,
-confirming the connection between the device and your computer.
-
-.. image:: kenya/iot-box.png
-   :align: center
-   :alt: Your IoT box is up and running
+To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales Control Unit)` that
+integrates with the existing **Trader Invoicing System (TIS)**, such as the one provided by Odoo.
+The OSCU is used to validate, encrypt, sign, transmit, and store tax invoices.
 
 .. note::
-   If the device is not detected, try to plug it in again or click on the :guilabel:`Restart` button
-   in the top right corner.
+   Make sure to :ref:`install <general/install>` the **Kenya eTIMS EDI** modules to use the OSCU
+   device fully.
+
+.. _kenya/initialization:
+
+OSCU device initialization
+--------------------------
+
+The OSCU must be initialized before use. To do so, navigate to :menuselection:`Settings --> General
+Settings`, click :guilabel:`Update Info` in the :guilabel:`Companies` section, and enter your
+:guilabel:`Tax ID`.
+
+To initialize the OSCU:
+
+#. Go to :menuselection:`Settings --> General Settings` and scroll down to the :guilabel:`Kenya
+   eTIMS Integration` section.
+#. Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the initialization.
+#. Enter the :guilabel:`Serial Number` of the device and tick the two check boxes.
+#. Click :guilabel:`Initialize OSCU`.
+
+.. note::
+   Three server modes are available:
+
+   - :guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not require an
+     initialized OSCU;
+   - :guilabel:`Test`: Used to test the connection to eTIMS;
+   - :guilabel:`Production`: Used for live databases that are ready to send data.
+
+.. Important::
+   If your device has **already been initialized** (through another ERP, for example), enable the
+   :doc:`../../general/developer_mode`. Then, in the :guilabel:`Kenya eTIMS Integration` section,
+   enter the ID of the unit in the :guilabel:`Unit ID` field and the key obtained through a previous
+   initialization in the :guilabel:`CMC Key` field. Click :guilabel:`Save` when done.
+
+Once the **OSCU module** has been :ref:`initialized <kenya/initialization>`, an OSCU serial number
+is generated for each company on that database with its **country** set to :guilabel:`Kenya`. The
+serial number is generated based on the VAT number of the company (regardless of its validity). It
+is a unique and sequential serial number starting with the prefix `ODOO` followed by the company's
+**VAT number** and a sequence of numbers.
+
+Registering on eTIMS
+--------------------
+
+Taxpayers *must* sign up and create an account on the `KRA portal <https://etims.kra.go.ke/basic/login/indexLogin>`_.
+If you do not have an account yet:
+
+#. Sign up, enter your **PIN**, and verify that all information is correct, including your phone
+   number, email address, and postal address. Correct any errors on the `iTax page
+   <https://itax.kra.go.ke/KRA-Portal/>`_.
+#. An :abbr:`OTP (One-time Password)` is sent to the phone number provided. Unblock promotional
+   messages if you do not receive it.
+#. Upload the **business owner ID** *or* **director's ID** (as listed on iTax), along with the
+   filled-out and signed **commitment form** .
+#. On the **eTIMS dashboard**, click :guilabel:`Service request` at the top of the page. Select
+   :guilabel:`OSCU` as the **eTIMS type**, enter `Odoo KE LTD` as the third-party integrator, and
+   enter your company's OSCU serial number retrieved earlier.
+
+.. note::
+   Service request approvals are usually quick. If there's a delay, contact the eTIMS operation
+   or KRA office.
+
+.. admonition:: Commitment form
+
+   - Part 1: Fill in the taxpayer's information.
+   - Part 2: Fill in the business owner's *or* director's information.
+   - Part 3: Fill in your unique serial number found in Odoo.
+   - Part 4: Tick **OSCU**, enter Odoo KE LTD PIN `PO52112956W`, and enter the Odoo version you're
+     using (17.0 or onwards).
+   - Part 5: Check the mandatory boxes, enter a date, and sign.
+
+eTIMS codes
+-----------
+
+Common standard codes are **automatically** fetched from the KRA eTIMS API servers every two days.
+To fetch them manually, proceed as follows:
+
+#. Enable the :doc:`../../general/developer_mode`.
+#. Go to :menuselection:`Settings --> Technical --> Automation: Scheduled Actions` and search for
+   :guilabel:`KE eTIMS: Fetch KRA standard codes`.
+#. Click the action in the list, then click :guilabel:`Run Manually` to fetch the codes.
+
+Go to :menuselection:`Accounting --> Configuration --> KE OSCU Codes` to view the complete list of
+fetched OSCU codes.
+
+.. image:: kenya/oscu-codes.png
+   :alt: List of fetched OSCU codes.
+
+.. _etims/unspsc:
+
+UNSPSC codes
+------------
+
+The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes are **automatically**
+fetched from the KRA eTIMS API servers every day. To fetch them manually, proceed as follows:
+
+#. Enable the :doc:`../../general/developer_mode`.
+#. Go to :menuselection:`Settings --> Technical --> Automation: Scheduled Actions` and search for
+   :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`.
+#. Click the action in the list, then click :guilabel:`Run Manually` to fetch the codes.
+
+Go to the **product form**, and in the :guilabel:`Accounting` tab, click the :guilabel:`UNSPSC
+Category` field to view the complete list of fetched UNSPSC codes.
+
+Notices
+-------
+
+Notices are **automatically** fetched from the KRA eTIMS API servers every day. To fetch them
+**manually**, proceed as follows:
+
+#. Enable the :doc:`../../general/developer_mode`.
+#. Go to :menuselection:`Settings --> Technical --> Automation: Scheduled Actions` and search for
+   :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`.
+#. Click the action in the list, then click :guilabel:`Run Manually` to fetch the notices.
+
+Go to :menuselection:`Accounting --> Configuration --> KE OSCU Notices` to view the complete list of
+fetched notices.
+
+Multi-company
+-------------
+
+.. _kenya/branch:
 
 .. seealso::
-   :doc:`Connect an IoT box to your database <../../general/iot/config/connect>`
+   :doc:`../../general/companies`
 
-Sending the data to KRA using the Tremol G03 Control Unit
----------------------------------------------------------
+If you have :ref:`multiple companies <accounting/multi-company>`, you can centralize and manage them
+all on a single Odoo database. The KRA identifies and differentiates the **main** company from
+its **subsidiaries** by using IDs. Furthermore, subsidiaries are classified as **branches** of the
+main company.
 
-As a pre-requisite, check out that the :ref:`Kenyan Accounting modules
-<localization/kenya/configuration>` are installed on your database. Then, go to
-:menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS Integration section`, and
-check that the :guilabel:`control Unit Proxy Address` matches the address of the IoT box.
+To configure the company's ID, open the **Settings** app, click :guilabel:`Update Info` in the
+:guilabel:`Companies` section, and search for the :guilabel:`eTIMS Branch Code` field. The **main
+company** has a branch ID equal to `00` in a multi-company environment. Companies that are *not* the
+main company have a branch ID other than `00` and are assigned an ID by the KRA.
 
-To send data to KRA, create a new invoice by going to :menuselection:`Accounting Dashboard -->
-Customer Invoice card` and clicking :guilabel:`New Invoice`. Upon confirmation of a new invoice, the
-:guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it sends the invoice details
-to the device and from the device to the government. The :guilabel:`CU Invoice Number` field is now
-completed in your invoice, confirming the information has been sent.
+To add a branch, go to the :guilabel:`Branches` tab in the **company settings** and click
+:guilabel:`Add a line`.
 
-The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are automatically completed once
-the invoice is sent to the government:
-
-- :guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code.
-- :guilabel:`CU Serial Number`: reflects the serial number of the device.
-- :guilabel:`CU Signing Date and Time`: The date and time when the invoice has been sent to KRA.
-
-If you click on :guilabel:`Send and Print`, a .pdf of the invoice is generated. The
-:guilabel:`Kenyan Fiscal Device Info` is mentioned on the document.
+To fetch the **branch ID** from the KRA for your non-main companies, ensure the main company has a
+Kenyan :guilabel:`Tax ID` and the OSCU device has been :ref:`initialized <kenya/initialization>`.
+Then, go to the :guilabel:`Branches` tab and click :guilabel:`Populate from KRA`.
 
 .. note::
-   To verify KRA has received the invoice information, take the :guilabel:`CU Invoice Number` and
-   enter it in the :guilabel:`Invoice Number Checker` section on
-   `Kenya Revenue Authority website <https://itax.kra.go.ke/KRA-Portal>`_. Click
-   :guilabel:`Validate` and find the invoice details.
+   - The KRA considers each **place of supply** as a separate branch (ID).
+   - The **OSCU** device must be :ref:`initialized independently <kenya/initialization>` for each
+     branch.
+
+Contact branch ID
+-----------------
+
+To attribute a branch ID to a contact, access the contact form, go to the :guilabel:`Accounting`
+tab, and enter the branch code in the :guilabel:`eTIMS Branch Code` field.
+
+.. note::
+   By default, contacts' branch IDs are set to `OO`.
+
+KRA sequences
+-------------
+
+.. important::
+   Odoo invoice sequences and KRA sequences are **different**.
+
+In Odoo, invoice sequences depend on the **main company**. Main companies can see the invoices of
+branches, but branches **cannot** see the main company's invoices or those of other branches.
+
+The KRA needs **independent** sequences per branch. Therefore, Odoo manages sequences individually
+per branch.
+
+.. example::
+   If you have a main company with two branches, the invoice sequence would be the following:
+
+   - Creating an invoice on **branch 1**: INV/2024/00001;
+   - Creating an invoice on **branch 2**: INV/2024/00002;
+   - Creating an invoice on the **main company**: INV/2024/00003.
+
+   This is how Odoo manages sequences to be compliant with the KRA regulations:
+
+   - Creating an invoice on **branch 1**: INV/2024/00001;
+   - Creating an invoice on **branch 2**: INV/2024/00001;
+   - Creating an invoice on the **main company**: INV/2024/00001.
+
+Insurance
+=========
+
+For **health service providers**, you can send insurance information about the main and branch
+companies and update it in eTIMS. To do so, go to :menuselection:`Accounting --> Configuration -->
+Settings`, scroll to the :guilabel:`Kenya eTIMS Integration` section, and fill in the
+:guilabel:`Code`, :guilabel:`Name`, and :guilabel:`Rate` fields. Click :guilabel:`Send Insurance
+Details` when done.
+
+.. _kenya/product-registration:
+
+Product registration
+====================
+
+The KRA requires **products to be registered** first before conducting business operations (such as
+stock movements, :abbr:`BOM (Bill of Materials)`, customer invoices, etc.). For a product to be
+registered, the following fields must be defined on the product form:
+
+- In the :guilabel:`General Information` tab: :guilabel:`Cost`.
+- In the :guilabel:`Accounting` tab:
+
+  - :guilabel:`Packaging Unit`;
+  - :guilabel:`Packaging Quantity`;
+  - :guilabel:`Origin Country`;
+  - :guilabel:`eTIMS Product Type`;
+  - :guilabel:`Insurance Applicable`;
+  - :ref:`UNSPSC Category <etims/unspsc>`.
+
+If the elements above are defined, the product is automatically registered while sending the
+operation to the KRA. If not, you will be alerted by a yellow banner at the top of the screen
+inviting you to check the missing elements.
+
+.. image:: kenya/product-registration.png
+   :alt: Product registration template.
+
+Stock movements
+===============
+
+All **stock movements** must be sent to the KRA. They do not require an invoice if they are
+internal operations or stock adjustments; therefore, Odoo automatically sends them if at least one
+of the following conditions are met:
+
+#. No contact is set for the move;
+#. The contact is your main company or a branch of the main company.
+
+If the stock moves are **external operations** (e.g., to contacts that are not part of the main
+company or its branches), the stock moves are automatically sent *after* the invoice is sent to
+eTIMS.
+
+.. note::
+   - The stock move must be confirmed before sending the invoice to eTIMS.
+   - The product(s) must be :ref:`registered <kenya/product-registration>` for the stock move to be
+     sent to eTIMS. If the product has not been registered yet, a yellow banner will prompt the
+     products' registration.
+
+Purchases
+=========
+
+Odoo automatically fetches new vendor bills from eTIMS every day. You need to confirm the fetched
+vendor bills and send the confirmation to the KRA. To confirm a vendor bill, it must be linked to
+one or several confirmed purchase order line(s).
+
+.. _kenya/purchases:
+
+In the case of purchases (not customs imports), the steps to link purchase order lines with bills
+are the following:
+
+#. Go to :menuselection:`Accounting --> Vendors --> Bills`.
+   The vendor bill is fetched from the KRA servers. The JSON file is available in the chatter of the
+   vendor bill if needed.
+#. Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);
+
+   - If it is unknown, a new contact (partner) is created.
+   - If it is known and the branch ID is the same, Odoo uses the known contact.
+
+#. In the fetched bill from the KRA, select the :guilabel:`Product`. Each vendor bill *must* contain
+   a product to be confirmed and sent to eTIMS later on.
+#. Odoo checks existing purchase order lines matching the product(s) entered at the previous step
+   and the partner (if any). Click the :guilabel:`Purchase Order Line` field, and select the correct
+   related purchase order line(s) matching the product(s). The quantities on the bill *must* be the
+   same as the received quantities indicated on the purchase order.
+
+   If no existing purchase order line matches the lines of the fetched bill, click
+   :guilabel:`Create Purchase Order` and create a purchase order based on the unmatched line(s).
+   :guilabel:`Validate` the resulting stock move and :guilabel:`Confirm` the bill.
+
+#. Set a method in the :guilabel:`eTIMS Payment Method` field..
+#. Once all steps are completed, click :guilabel:`Send to eTIMS` to send the vendor bill. When the
+   vendor bill has been confirmed on eTIMS, the **KRA invoice number** can be found in the
+   :guilabel:`eTIMS Details` tab.
+
+.. image:: kenya/purchase-order-lines.png
+   :alt: Bill registration steps.
+
+Invoicing
+=========
+
+.. note::
+   The KRA does *not* accept sales if the product is not in stock.
+
+This is the **advised sales flow** in Odoo when selling:
+
+#. Create a **sales order**.
+#. :guilabel:`Validate` the delivery.
+#. :guilabel:`Confirm` the invoice.
+#. Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`.
+#. Click :guilabel:`Send & print` to send the invoice.
+
+Once the invoice has been sent and signed by the KRA, the following information can be found on
+it:
+
+- **KRA invoice number**;
+- Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU ID**, **receipt
+  number**, **item count**, **internal date**, and **receipt signature**;
+- The **KRA tax table**;
+- A unique **KRA QR code** for the signed invoice.
+
+Imports
+=======
+
+Customs import codes are **automatically** fetched from the KRA eTIMS API servers every day. To
+fetch them manually, proceed as follows:
+
+#. Enable the :doc:`../../general/developer_mode`.
+#. Go to :menuselection:`Settings --> Technical --> Automation: Scheduled Actions` and search for
+   :guilabel:`KE eTIMS: Receive Customs Imports from the OSCU`.
+#. Click the action in the list, then click :guilabel:`Run Manually` to fetch the codes.
+
+Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view the imported codes.
+
+The following steps are required to send and have **customs imports** signed by the KRA:
+
+#. Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The customs import is fetched
+   automatically from the KRA.
+#. Match the imported item with an existing registered product in the :guilabel:`Product` field (or
+   create a product if no related product exists).
+#. Set a vendor in the :guilabel:`Partner` field.
+#. Based on the partner, match the imported item with its related purchase order (see
+   :ref:`purchase steps <kenya/purchases>`). The stock must be correctly adjusted when the customs
+   import is approved.
+
+   If no related purchase order exists, create one and :guilabel:`Confirm` it. Then, confirm the
+   delivery by clicking :guilabel:`Receive Products`, then :guilabel:`Validate` on the purchase
+   order.
+
+#. Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, depending on the
+   situation of the goods.
+
+.. note::
+   The JSON file received from the KRA is attached to the chatter of the customs import.
+
+BOM
+===
+
+The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the product and its components
+*must* be :ref:`registered <kenya/product-registration>`. To access a product's BOM, click on the
+product and then click the :guilabel:`Bill of Materials` smart button.
+
+Make sure the :ref:`KRA's required fields <kenya/product-registration>` are filled in the
+:guilabel:`KRA eTIMS details` section of the :guilabel:`Accounting` tab in the product form, and
+click :guilabel:`Send to eTIMS`. The successful sending of the BOM is confirmed in the chatter,
+where you can also find the sent information in an attached JSON file.
+
+Credit notes
+============
+
+The KRA does not accept credit notes with quantities or prices higher than the initial invoice. When
+creating a credit note, a KRA reason must be indicated: In the credit note form, go to the
+:guilabel:`eTIMS Details` tab, select the :guilabel:`eTIMS Credit Note Reason`, and then select the
+invoice number in the :guilabel:`Reversal of` field.

content/applications/finance/fiscal_localizations/united_states.rst

@@ -0,0 +1,748 @@
+=============
+United States
+=============
+
+.. |GAAP| replace:: :abbr:`GAAP (Generally Acceptable Accounting Practices)`
+.. |FASB| replace:: :abbr:`FASB (Financial Accounting Standards Board)`
+.. |SEC| replace:: :abbr:`SEC (Securities and Exchange Commission)`
+.. |COA| replace:: :abbr:`CoA (Chart of Accounts)`
+.. |AR| replace:: :abbr:`AR (Accounts Receivable)`
+.. |AP| replace:: :abbr:`AP (Accounts Payable)`
+.. |CFS| replace:: :abbr:`CFS (Cash Flow Statement)`
+.. |NACHA| replace:: :abbr:`NACHA (National Automated Clearing House Association)`
+.. |ACH| replace:: :abbr:`ACH (Automated Clearing House)`
+
+The Odoo fiscal localization package for the United States follows the Generally Acceptable
+Accounting Principles (GAAP) accounting standards and rules used to prepare financial statements,
+as outlined by the Financial Accounting Standards Board (FASB) and adopted by the Securities and
+Exchange Commission (SEC).
+
+.. seealso::
+   - `Financial Accounting Standards Board (FASB) <https://asc.fasb.org/Home>`_
+   - `Securities and Exchange Commission (SEC) <https://www.sec.gov/>`_
+
+In addition, a series of videos on the subject of Accounting are available through Odoo's eLearning
+platform. These videos cover how to start from scratch, set up configurations, complete common
+workflows, and provide in-depth looks at some specific use cases, as well.
+
+.. seealso::
+   - `Odoo Tutorials: Accounting & Invoicing
+     <https://www.odoo.com/slides/accounting-and-invoicing-19>`_
+   - `Odoo SmartClass: Accounting <https://www.odoo.com/slides/smartclass-accounting-121>`_
+
+Configuration
+=============
+
+Below are the available modules in Odoo for accounting use in the United States.
+
+.. note::
+   The modules listed below are either for reference only or are optional, as the core requirements
+   to operate under the US fiscal localization in Odoo are already included under the default
+   package that came installed during database initialization.
+
+   Verify the default package is in use by navigating to :menuselection:`Accounting App -->
+   Settings` and under the :guilabel:`Fiscal Localization` section at the top, look for the `Generic
+   Chart Template` selection to be listed next to the :guilabel:`Package` field label. This chart
+   template includes the necessary settings for the US localization for the Odoo *Accounting* app.
+
+   .. image:: united_states/us-l10n-generic-chart-template.png
+      :align: center
+      :alt: The Generic Chart Template comes pre-configured for the US localization.
+
+Modules installation
+--------------------
+
+:ref:`Install <general/install>` the following modules to get all the features of the United States
+localization:
+
+.. list-table::
+   :header-rows: 1
+   :widths: 25 25 50
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`United States - Accounting`
+     - `l10n_us`
+     - Base accounting module for United States localization.
+   * - :ref:`US - Accounting Reports <l10n_us/reports>`
+     - `l10n_us_reports`
+     - Adds United States accounting reports.
+   * - :guilabel:`US Checks Layout`
+     - `l10n_us_check_printing`
+     - Enables the printing of payments on pre-printed check paper. Supports the three most common
+       check formats and will work out of the box with the linked checks from `checkdepot.net
+       <https://checkdepot.net/collections/computer-checks/Odoo>`_.
+
+       - `Check on top: Quicken / QuickBooks standard
+         <https://checkdepot.net/collections/computer-checks/odoo+top-check>`_
+       - `Check on middle: Peachtree standard
+         <https://checkdepot.net/collections/computer-checks/odoo+middle-check>`_
+       - `Check on bottom: ADP standard
+         <https://checkdepot.net/collections/computer-checks/odoo+Bottom-Check>`_
+
+   * - :ref:`NACHA Payments <l10n_us/nacha>`
+     - `l10n_us_payment_nacha`
+     - Export payments as NACHA files for use in the United States.
+   * - :ref:`1099 Reporting <l10n_us/1099-report>`
+     - `l10n_us_1099`
+     - Export 1099 data for e-filing with a 3rd party.
+   * - :ref:`Avatax <l10n_us/taxes-avatax>`
+     - `account_avatax`
+     - Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with Odoo.
+   * - :ref:`United States - Payroll <l10n_us/payroll>`
+     - `l10n_us_hr_payroll`
+     - Includes the necessary rules for United States payroll, including:
+
+       - Employee Details
+       - Employee Contracts
+       - Passport-based Contracts
+       - Allowances/Deductions
+       - Allow Configurations for Basic/Gross/Net Salary
+       - Employee Payslip
+       - Integration with Leaves Management
+
+   * - :ref:`United States - Payroll with Accounting <l10n_us/payroll>`
+     - `l10n_us_hr_payroll_account`
+     - Contains the necessary accounting data for the United States payroll rules.
+   * - :ref:`United States - Payroll - Export to ADP <l10n_us/adp>`
+     - `l10n_us_hr_payroll_adp`
+     - Export Work Entries to the ADP payroll software.
+
+.. _l10n_us/coa:
+
+Chart of accounts
+=================
+
+The :doc:`chart of accounts (COA) <../accounting/get_started/chart_of_accounts>` for the United
+States localization, in Odoo, follows the standard |GAAP| structure, with accounts grouped into
+seven main categories, with corresponding numeric values that prefix individual journal entries:
+
+- **Receivable**: the balance of money (or credit) due to the business for goods or services
+  delivered or used, but not yet paid for by customers. |AR| is indicated by the journal code
+  labeled (or beginning) with :guilabel:`1`.
+- **Payable**: the business's short-term obligations owed to its creditors or suppliers, which have
+  not yet been paid. |AP| is indicated by the journal code labeled (or beginning) with
+  :guilabel:`2`.
+- **Equity**: the amount of money that would be returned to a company's shareholders if all of the
+  assets were liquidated and all of the company's debt was paid off in the case of liquidation.
+  Equity is indicated by the journal code labeled (or beginning) with :guilabel:`3` or
+  :guilabel:`9`.
+- **Assets**: items listed on the balance sheet that contains economic value or have the ability to
+  generate cash flows in the future, such as a piece of machinery, a financial security, or a
+  patent. Assets are indicated by the journal code labeled (or beginning) with :guilabel:`1`.
+- **Liability**: refers to a company's financial debts or obligations that arise during the course
+  of business operations. Liabilities are indicated by the journal code labeled (or beginning) with
+  :guilabel:`2`.
+- **Income**: synonymous with *net income*, this is the profit a company retains after paying off
+  all relevant expenses from sales revenue earned. Income is indicated by the journal code labeled
+  (or beginning) with :guilabel:`4` or :guilabel:`6`.
+- **Expenses**: the cost of operations that a company incurs to generate revenue. Expenses are
+  indicated by the journal code labeled (or beginning) with a :guilabel:`6`.
+
+.. tip::
+   Predefined accounts are included in Odoo, as part of the |CoA| that's installed with the US
+   localization package. The accounts listed below are preconfigured to perform certain operations
+   within Odoo. It is recommended to **not** delete these accounts; however, if changes are needed,
+   rename the accounts instead.
+
+   .. list-table::
+     :header-rows: 1
+     :stub-columns: 1
+
+     * - :guilabel:`Type`
+       - :guilabel:`Account Name`
+     * - :guilabel:`Current Assets`
+       - | :guilabel:`Bank Suspense Account`
+         | :guilabel:`Outstanding Receipts`
+         | :guilabel:`Outstanding Payments`
+         | :guilabel:`Liquidity Transfer`
+         | :guilabel:`Stock Valuation`
+         | :guilabel:`Stock Interim (Received)`
+         | :guilabel:`Stock Interim (Delivered)`
+         | :guilabel:`Cost of Production`
+     * - :guilabel:`Income`
+       - | :guilabel:`Foreign Exchange Gain`
+         | :guilabel:`Cash Difference Gain`
+         | :guilabel:`Cash Discount Gain`
+     * - :guilabel:`Expenses`
+       - | :guilabel:`Cash Discount Loss`
+         | :guilabel:`Foreign Exchange Loss`
+         | :guilabel:`Cash Difference Loss`
+     * - :guilabel:`Current Year Earnings`
+       - :guilabel:`Undistributed Profits/Losses`
+     * - :guilabel:`Receivable`
+       - :guilabel:`Account Receivable`
+     * - :guilabel:`Payable`
+       - :guilabel:`Account Payable`
+
+.. seealso::
+   - :doc:`../accounting/get_started/chart_of_accounts`
+   - :doc:`../accounting/get_started/cheat_sheet`
+
+View, edit, and sort accounts
+-----------------------------
+
+Access the *Chart of Accounts* dashboard in Odoo  by navigating to :menuselection:`Accounting app
+--> Configuration --> Accounting: Chart of Accounts`.
+
+From the :guilabel:`Chart of Accounts` dashboard, create new accounts by clicking the purple
+:guilabel:`New` button in the top-left corner of the dashboard and :ref:`filling in the
+corresponding form <chart-of-account/create>`. Search and sort through existing accounts by using
+specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are available in the mega menu
+under the :guilabel:`Search...` bar.
+
+To filter accounts by category, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to
+access the mega menu and look under the :guilabel:`Filters` column for individual selections.
+Clicking on a specific category will only show accounts that match that particular filter.
+
+To view all the available account types, remove all of the filters in the :guilabel:`Search...` bar,
+and then click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to access the mega menu. From
+there, select :guilabel:`Account Type` under the :guilabel:`Group By` column heading to list all of
+the account types in the table.
+
+.. image:: united_states/us-l10n-coa-account-types.png
+   :align: center
+   :alt: Chart of Accounts grouped by Account Type.
+
+Besides structure, there are other key differences in the chart of accounts in the United States,
+compared to other countries:
+
+- **Specificity**: US |GAAP| often requires more detailed accounts compared to some other countries.
+  This can include separate accounts for various types of revenue, expenses, and assets, providing
+  more granular information in financial reports.
+- **Regulatory Requirements**: In the United States, there are specific regulatory requirements set
+  by bodies such as the |SEC| for publicly traded companies. These requirements may influence the
+  structure and content of the |COA| to ensure compliance with reporting standards.
+- **Industry Practices**: Certain industries in the United States may have unique accounting
+  requirements or specialized |COA| structures. For example, financial institutions often have
+  specific accounts related to loans, investments, and interest income.
+- **Tax Considerations**: The |COA| may also reflect tax considerations, such as accounts for
+  deductible expenses, deferred tax assets, and liabilities, to ensure compliance with tax laws and
+  facilitate tax reporting.
+
+These differences, ultimately, should be reflected in the |COA| structure itself, with the addition
+of new accounts, as needed, in order to meet the demands of US accounting reporting requirements.
+
+.. seealso::
+   - :ref:`Create a new account <chart-of-account/create>`
+   - :doc:`../../essentials/search`
+
+.. _l10n_us/taxes:
+
+Taxes
+=====
+
+In the United States, tax rates and what is considered taxable vary by jurisdiction. Default *Sales*
+and *Purchase* taxes are created automatically when the Odoo *Accounting* application is installed.
+To manage existing or configure additional taxes, navigate to :menuselection:`Accounting -->
+Configuration --> Taxes`.
+
+.. _l10n_us/taxes-avatax:
+
+AvaTax
+------
+
+**Avalara AvaTax** is a cloud-based tax calculation and compliance software that integrates with
+Odoo for the United States and Canadian accounting localizations. Integrating AvaTax with Odoo
+provides real-time and region-specific tax calculations when items are sold, purchased, and invoiced
+in the database.
+
+.. important::
+   AvaTax is only available for integration with databases/companies that have locations in the
+   United States and Canada. This means the fiscal position/country of a database can only be set to
+   the United States or Canada. Reference this documentation for more information:
+   :ref:`avatax/fiscal_country`.
+
+.. seealso::
+   Refer to the documentation articles below to integrate and configure an AvaTax account with an
+   Odoo database:
+
+   - :doc:`AvaTax integration <../accounting/taxes/avatax>`
+   - :doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`
+   - :doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`
+   - `US Tax Compliance: AvaTax elearning video
+     <https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
+   - Avalara's support documents: `About AvaTax
+     <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=dqa1657870670369_dqa1657870670369&topicId=About_AvaTax.html&_LANG=enus>`_
+
+.. _l10n_us/reports:
+
+Reports
+=======
+
+A number of :doc:`report selections <../accounting/reporting>` are readily available for the US
+localization, under the :menuselection:`Accounting app --> Reporting` drop-down menu:
+
+- :ref:`Balance Sheet <reporting/balance-sheet>`: a "snapshot" of a company's financial position at
+  a specific point in time, which contains an overview of a company's assets, liabilities, and
+  equity.
+- :ref:`Profit & Loss <accounting/reporting/balance-sheet>`: otherwise known as a *P&L statement* or
+  *income statement*, provides a summary of a company's revenues, expenses, and profits/losses over
+  a given period of time.
+- :ref:`Cash Flow Statement <l10n_us/cash-flow-statement>`: shows how much cash and cash equivalents
+  a company has received and spent in a given period.
+- :ref:`Executive Summary <accounting/reporting/executive-summary>`: an overview report that covers
+  the key performance indicators of a company's financial position, such as revenue, profit, and
+  debt.
+- :ref:`Tax Report <reporting/tax-report>`: an official form filed for a tax authority that reports
+  income, expenses, and other pertinent tax information. Tax reports allow taxpayers to calculate
+  their tax liability, schedule tax payments, or request refunds for the overpayment of taxes. In
+  Odoo, the tax report can be made monthly, every two months, quarterly, every 4 months,
+  semi-annually, and annually.
+- :guilabel:`Check Register`: a report that displays cash transactions (regardless of the journal)
+  with their running balance after the transaction. Only visible with the *US - Accounting Reports*
+  (`l10n_us_reports`) module installed.
+- :ref:`1099 Report <l10n_us/1099-report>`: a CSV download of payments made to non-employees in a
+  period to file electronically in a third-party service. Only visible with the *1099 Reporting*
+  (`l10n_us_1099`) module installed.
+
+.. _l10n_us/report-filters:
+
+Depending on the type of report, certain filters are available at the top of the dashboard:
+
+- a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` icon that precedes a
+  date in *MM/DD/YYYY* format. Use this to select a specific date or date range for the report.
+- a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting periods against each
+  other
+- a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` icon and the default
+  setting of :guilabel:`All Journals`. Use this filter to specify which journals should be included
+  in the report.
+- an *entries type* filter, as indicated by a :icon:`fa-filter` :guilabel:`(filter)` icon, with the
+  default setting of :guilabel:`Posted Entries Only, Accrual Basis`. Use this filter to determine
+  which type of journal entries should be included in the report (e.g. posted or draft), along with
+  the type of accounting method (e.g. accrual or cash basis).
+
+  - There are view options in this filter, as well, one that will :guilabel:`Hide lines at 0` for
+    more relevant viewing, along with a :guilabel:`Split Horizontally` option to keep the report
+    above the screen's fold, removing the need to scroll.
+
+    .. image:: united_states/us-l1on-accounting-method-reporting-menu.png
+       :align: center
+       :alt: Accounting method filter menu for reports, covering accrual vs. cash basis methods.
+
+- a *decimal* filter, that by default, includes figures with cents, as indicated by the
+  :guilabel:`In .$` setting. Use the other options in the drop-down menu to change figures in the
+  report to whole numbers (:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions
+  (:guilabel:`In M$`) formats.
+- a report *customization* filter, indicated by the :icon:`fa-cogs` :guilabel:`(gears)` icon. Use
+  this filter to customize the current report's sections and line items, or build new reports, as
+  desired.
+
+.. seealso::
+   - :doc:`Accounting reporting <../accounting/reporting>`
+   - :doc:`../../essentials/search`
+
+.. _l10n_us/1099-report:
+
+1099 report
+-----------
+
+The 1099 report, available by :ref:`installing <general/install>` the *1099 Reporting*
+(`l10n_us_1099`) module, includes payments that are made to non-employees across a given reporting
+period. Use the available CSV download from the report in Odoo to file 1099 payments electronically
+via a third-party service.
+
+To generate a 1099 report, navigate to :menuselection:`Accounting app --> Reporting --> Management:
+1099 Report` to open a :guilabel:`1099 Report` wizard.
+
+First, enter the date range of the transactions to report in the :guilabel:`Start Date` and
+:guilabel:`End Date` fields.
+
+Then, edit the journal items that appear on the wizard. Click :guilabel:`Add a line` to add any
+items that are missing. Be sure to remove any items that should not be included in the report by
+clicking :icon:`fa-times` :guilabel:`(delete)` on the row.
+
+Finally, once all necessary items are included in the 1099 report, click on the :guilabel:`Generate`
+button. Doing so, downloads a CSV file that groups transactions by the partner that received the
+payments.
+
+.. _l10n_us/cash-flow-statement:
+
+Cash flow statement
+-------------------
+
+Navigate to the *Cash Flow Statement* (CFS) dashboard by going to :menuselection:`Accounting app -->
+Reporting --> Statement Reports: Cash Flow Statement`. From here, |CFS| reports can be generated
+using the various :ref:`filters <l10n_us/report-filters>` that are available at the top of the
+dashboard.
+
+Odoo uses the *direct* cash flow method to compile cash flow statements, which measures actual cash
+inflows and outflows from the company's operations, such as when cash is received from customers or
+when cash payments are made to suppliers.
+
+By default, an account labeled with any of the three default :guilabel:`Tags` on the
+:guilabel:`Chart of Accounts` dashboard will be included in the report, which includes:
+:guilabel:`Operating Activities`, :guilabel:`Financing Activities`, and :guilabel:`Investing &
+Extraordinary Activities`.
+
+.. image:: united_states/us-l10n-cash-flow-statement-tags.png
+   :align: center
+   :alt: Examples of tagged accounts that are included in the Cash Flow Statement in Odoo.
+
+Additionally, the cash flow statement in Odoo:
+
+- is limited to the *Bank* and *Cash* journals to reflect money coming in or out; and
+- also contains *Expenses* accounts, to show the counterpart transactions versus *Bank* or *Cash*
+  journal entries, while excluding |AR| and |AP| activity.
+
+.. example::
+   Create a vendor bill for $100, as an operating expense (not |AP|). Doing so will **not** reflect
+   a transaction on the cash flow statement. However, register a corresponding payment for $100,
+   and the transaction **will** reflect on the cash flow statement as :guilabel:`Cash paid for
+   operating activities`.
+
+   .. image:: united_states/us-l10n-operating-expenses-example.png
+      :align: center
+      :alt: Example of a bill registered as an operating expense as part of a cash flow statement.
+
+.. _l10n_us/cash-discount:
+
+Cash discount
+=============
+
+Cash discounts can be configured from :menuselection:`Accounting app --> Payment Terms`. Each
+payment term can be set up with a cash discount and reduced tax.
+
+.. seealso::
+   :doc:`../accounting/customer_invoices/cash_discounts`
+
+.. _l10n_us/writing-checks:
+
+Writing checks
+==============
+
+Using checks is still a common payment practice in the US. Be sure the *US Checks Layout*
+(`l10n_us_check_printing`) module for the US localization is :ref:`installed <general/install>`.
+
+To enable check printing from Odoo, navigate to :menuselection:`Accounting --> Configuration -->
+Settings` and find the :guilabel:`Vendor Payments` section. From here, tick the :guilabel:`Checks`
+checkbox to reveal several fields for check configuration.
+
+Select a :guilabel:`Check Layout` from the drop-down menu:
+
+- :guilabel:`Print Check (Top) - US`
+- :guilabel:`Print Check (Middle) - US`
+- :guilabel:`Print Check (Bottom) - US`
+
+Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub` checkbox.
+
+Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left Margin`, if required.
+
+Once all check configurations are complete, :guilabel:`Save` the settings.
+
+.. tip::
+   Some of the check formats may require pre-printed paper from a third party vendor,
+   https://checkdepot.net/collections/odoo-checks is recommended.
+
+.. seealso::
+   :doc:`../accounting/payments/pay_checks`
+
+.. _l10n_us/payroll:
+
+Payroll
+=======
+
+The *Payroll* application is responsible for calculating an employee's pay, taking into account all
+work, vacation, and sick time, benefits, and deductions. The *Payroll* app pulls information from
+the *Attendances*, *Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to calculate
+the worked hours and compensation for each employee.
+
+When using an external payroll provider, such as *ADP*, it is necessary to export the various
+payroll-related data, such as work entries, repayment of expenses, taxes, commissions, and any other
+relevant data, so the data can be uploaded into the payroll provider, who then issues the actual
+paychecks or directly deposits the funds into an employee's bank account.
+
+In order to export the payroll data, the work entries must first be validated and correct. Refer to
+the :doc:`work entries <../../hr/payroll/work_entries>` documentation for more information
+regarding validating work entries.
+
+Once work entries are validated, the information can be :ref:`exported to ADP <l10n_us/adp>`.
+
+After payments have been issued to employees, payslips can be processed into batches, validated, and
+posted to the corresponding accounting journals to keep all financial records in Odoo current.
+
+Required information
+--------------------
+
+It is important to have the *Employees* application installed, and all employee information
+populated. Several fields in both the :ref:`employee records <l10n_us/payroll-employee-records>`, as
+well as in an :ref:`employee contracts <l10n_us/payroll-employee-contracts>`, are necessary to
+properly process the employee's pay. Ensure the following fields are filled out in their respective
+places.
+
+.. _l10n_us/payroll-employee-records:
+
+Employee records
+~~~~~~~~~~~~~~~~
+
+In each employee record, there is various information the *Payroll* application requires to properly
+process payslips, including various banking, tax, and work information.
+
+Navigate to the :menuselection:`Employees app` and select an employee record to view the sections of
+the employee form that directly affect *Payroll*:
+
+- :guilabel:`Work Information` tab:
+
+  - :guilabel:`Work Address`: indicates where the employee is located, including the state, which
+    affects the tax calculations.
+  - :guilabel:`Working Hours`: determines how pay is calculated, and determines if an employee earns
+    overtime.
+
+- :guilabel:`Private Information` tab:
+
+  - :guilabel:`SSN No`: the last four digits of the employee's Social Security Number (SSN) appears
+    on payslips.
+  - :guilabel:`Bank Account Number`: the bank account associated with the NACHA payment file.
+
+- :guilabel:`HR Settings` tab:
+
+  - :guilabel:`Federal Tax Filing Status`: the tax status an employee uses for Payroll tax
+    calculations, which can be different from their state status.
+  - :guilabel:`State Tax Filing Status`: the tax status an employee uses for their state portion of
+    the Payroll tax calculation.
+  - :guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, and benefits paid to
+    an employee during a tax period (typically one year).
+  - :guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal taxes to withhold for
+    an employee, which is paid to the IRS by the company.
+
+.. _l10n_us/payroll-employee-contracts:
+
+Employee contracts
+~~~~~~~~~~~~~~~~~~
+
+Additionally, there is information that is found in an employee contract that also affects the
+*Payroll* application.
+
+Navigate to the :menuselection:`Employees app --> Employees --> Contracts` and select a contract
+record to view the sections of a contract that directly affect *Payroll*:
+
+- :guilabel:`General Information`:
+
+  - :guilabel:`Salary Structure Type: United States: Employee`: defines when the employee is paid,
+    their working schedule, and the work entry type.
+  - :guilabel:`Work Entry source`: determines how work entries are calculated.
+
+- :guilabel:`Salary Information` tab:
+
+  - :guilabel:`SSN No`: the last four digits of the employee's Social Security Number (SSN) appears
+    on payslips.
+  - :guilabel:`Wage type`: determines how the employee is paid, wether a Fixed wage (salary) or
+    Hourly wage.
+  - :guilabel:`Schedule Pay`: defines how often the employee is paid, either :guilabel:`Annually`,
+    :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`,
+    :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In
+    the US, Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the most common.
+  - :guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of an employee. It is
+    recommended to populate the :guilabel:`Yearly` wage first, as it auto-populates the other
+    fields.
+  - :guilabel:`Pre-tax benefits`: populate this section according to the employee's selections.
+    Pre-tax benefits decrease the gross wage, which lowers the base amount that is taxed. These are
+    displayed at the beginning of the payslip.
+  - :guilabel:`Post-tax benefits`: these benefits are deductions made *after* taxes are calculated.
+    These appear towards the end of the payslip before the net amount is displayed.
+
+.. seealso::
+   :doc:`Employees documentation <../../hr/employees/new_employee>`
+
+.. _l10n_us/adp:
+
+Export work entries to ADP
+--------------------------
+
+Requirements
+~~~~~~~~~~~~
+
+In order to create a report that can be uploaded to ADP, there are some initial configuration steps
+that must be completed first.
+
+First, ensure the *United States - Payroll - Export to ADP* (`l10n_us_hr_payroll_adp`) module is
+:ref:`installed <general/install>`.
+
+Then, the company **must** have an *ADP Code* entered in the company settings. To do so, navigate
+to :menuselection:`Payroll app --> Configuration --> Settings`. Enter the :guilabel:`ADP Code` in
+the :guilabel:`US Localization` section.
+
+Next, work entry types **must** have the correct ADP code listed in the *External Code* field for
+each work entry type that is being referenced.
+
+Lastly, every employee **must** have an *ADP Code* entered on their employee form. To do so,
+navigate to :menuselection:`Employees app`, select an employee record, and open the :guilabel:`HR
+Settings` tab. Enter the :guilabel:`ADP Code` in the :guilabel:`ADP Information` section.
+
+The :guilabel:`ADP Code` code is how ADP identifies that particular employee, and is typically a
+six-digit number.
+
+.. seealso::
+   - :ref:`payroll/new-work-entry`
+   - :doc:`../../hr/employees/new_employee`
+
+Export data
+~~~~~~~~~~~
+
+Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified, the information can be
+exported to a CSV file, which can then be uploaded into ADP.
+
+To export the data, navigate to :menuselection:`Payroll app --> Reporting --> United States: ADP
+Export`, then click :guilabel:`New`. Next, enter the :guilabel:`Start Date` and :guilabel:`End Date`
+for the work entries using the calendar pop-over.
+
+Then, enter a :guilabel:`Batch ID` in the corresponding field. The recommendation for this field is
+to enter the date in a `YY-MM-DD` format, followed by any other characters to distinguish that
+specific batch, such as a department name, or any other defining characteristics for the batch.
+
+Enter a :guilabel:`Batch Description` in the corresponding field. This should be short and
+descriptive, but distinct from the :guilabel:`Batch Name`.
+
+Ensure the correct company populates the :guilabel:`Company` field. Change the selected company with
+the drop-down menu, if needed.
+
+Lastly, add the employee's work entry information to the list. Click :guilabel:`Add a line` and an
+:guilabel:`Add: Employee` pop-up window loads. The list can be :doc:`filtered
+<../../essentials/search>` to more easily find the employees to add to the list.
+
+.. tip::
+   Process the data export in multiple groups instead of in one large group that contains all
+   employees. This helps to meaningfully differentiate the batches and makes processing more
+   tenable, overall. The most common ways to group employees is by department, or by wage type
+   (hourly or salaried).
+
+Select the employees to add to the list by ticking the box to the left of their name. Once all
+desired employees have been selected, click the :guilabel:`Select` button in the lower-left corner,
+and the employees appear in the list.
+
+To create the CSV file, click the :guilabel:`Generate` button in the top-left corner.
+
+.. _l10n_us/ach-electronic-transfers:
+
+ACH - electronic transfers
+==========================
+
+Automated Clearing House (ACH) payments are a modern way to transfer funds electronically between
+bank accounts, replacing traditional paper-based methods. |ACH| payments are commonly used for
+direct deposits, bill payments, and business transactions.
+
+Receive ACH payments: payment provider integration
+--------------------------------------------------
+
+|ACH| payments are supported by *Authorize.net* and *Stripe* payment integrations in Odoo.
+
+.. seealso::
+   - :ref:`Setting up Authorize.net for ACH payments (Odoo) <authorize/ach_payments>`
+   - `Authorize.net's ACH payment processing for small businesses documentation
+     <https://www.authorize.net/resources/blog/2021/ach-payments-for-small-businesses.html>`_
+   - :doc:`Setting up Stripe for ACH payments (Odoo) <../payment_providers/stripe>`
+   - `Stripe's ACH Direct Debit documentation <https://docs.stripe.com/payments/ach-debit>`_
+
+.. _l10n_us/nacha:
+
+Send payments: NACHA files
+--------------------------
+
+Odoo can generate a National Automated Clearing House Association (NACHA) compatible |ACH| file to
+send to a company's bank. For each individual *Bank* journal that the company wishes to pay vendors
+with, a |NACHA| configuration section needs to be filled out on the Odoo database.
+
+Configuration
+~~~~~~~~~~~~~
+
+First, navigate to the :menuselection:`Accounting app --> Configuration --> Journals`. Open the
+bank journal and click into the :guilabel:`Outgoing Payments` tab.
+
+.. image:: united_states/us-l10n-nacha-settings.png
+   :align: center
+   :alt: NACHA (National Automated Clearing House Association) configuration settings on Odoo.
+
+.. note::
+   The following |NACHA| configuration information is normally provided by the company's financial
+   institution once they have been approved to send payments via their account.
+
+Under the section labeled, :guilabel:`NACHA configuration` are the fields required to generate a
+|NACHA| compatible |ACH| file to send to a company's bank. First, enter the routing number of the
+financial institution in the field labeled, :guilabel:`Immediate Destination`. This information is
+widely available on the Internet and generally varies by bank location. This number is usually
+provided during the initial account setup.
+
+Next, enter the registered name of the financial institution in the field called,
+:guilabel:`Destination`. This information will be provided by the bank or credit union.
+
+Following the :guilabel:`Destination` field is the :guilabel:`Immediate Origin` field. Enter the
+9-digit company ID or Employer Identification Number (EIN) into this field. This information is
+provided by the financial institution.
+
+Next, enter the :guilabel:`Company Identification` number, which is a 10-digit number made from
+combining the 9-digit company ID or Employer Identification Number (EIN), along with an additional
+number at the start of the sequence. This number is often a `1`. Check with the financial
+institution should this first number differ to verify that it is correct, as this number is provided
+for |ACH| approved accounts.
+
+Enter the :guilabel:`Originating DFI Identification` number next, which should contain an assigned
+8-digit number from the financial institution.
+
+.. important::
+   Enter the numerical values in this section *exactly* as the company's financial institution
+   (e.g. bank or credit union) has provided them, otherwise risk failing a successful |NACHA|
+   configuration in Odoo.
+
+.. image:: united_states/us-l10n-nacha-dropdown.png
+   :align: center
+   :alt: NACHA settings with the standard entry class code drop-down menu highlighted.
+
+There are two options for the next field: :guilabel:`Standard Entry Class Code`. Select the
+drop-down menu to the right of the field and pick either :guilabel:`Corporate Credit or Debit (CCD)`
+or :guilabel:`Prearranged Payment and Deposit (PPD)`. Again, this information will be provided by
+the financial institution. By default :guilabel:`Corporate Credit or Debit (CCD)` is selected.
+
+Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick the checkbox to the right
+of the field to enable :guilabel:`Generated Balanced Files`. Consult the company's accountant or
+financial advisor to make an informed decision for this field.
+
+Manually save the configuration by clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)`
+icon, or navigate away from this screen to auto-save. The configuration is now complete.
+
+.. _l10n_us/batch-payment:
+
+Create batch payment
+~~~~~~~~~~~~~~~~~~~~
+
+Now, record each payment in Odoo using the |NACHA| payment method.
+
+.. seealso::
+   :ref:`Register Payments in Odoo <payments/register>`
+
+.. important::
+   Be aware of the cut-off time for same-day payments. Either the file needs to have a future date
+   associated with each payment or the file needs to be sent prior to the cut-off, if the dates
+   included in it match today's date. Consult the financial institution for the exact cut-off time
+   for their processing of same-day payments.
+
+Once all the payments to be included in the |NACHA| |ACH| file have been made, a batch payment needs
+to be made from the :icon:`fa-cog` :guilabel:`Action` menu.
+
+To create the batch payments, access the payments page, by navigating to :menuselection:`Accounting
+--> Vendors --> Payments`. Select all the payments that should be included in the |NACHA| |ACH|
+file, by ticking the checkboxes to the far-left of the rows.
+
+.. image:: united_states/us-l10n-create-batch-payments.png
+   :align: center
+   :alt: On the payments screen, the action menu is highlighted with create a batch payment
+         selected.
+
+.. warning::
+   All payments in the batch must share the same payment method.
+
+Next, navigate to the batched payment (:menuselection:`Accounting --> Vendors --> Batch Payments`).
+Click into the payment just created and then click into the :guilabel:`Exported File` tab. The
+generated file is listed with the :guilabel:`Generation Date`. Click the :icon:`fa-download`
+:guilabel:`(download)` button to download the file.
+
+.. image:: united_states/us-l10n-batch-file.png
+   :align: center
+   :alt: The exported file tab highlighted in the batch payment with the download circled.
+
+If any adjustments need to be made, click the :guilabel:`Re-generate Export File` button to recreate
+a new |NACHA| |ACH| file.
+
+.. seealso::
+   - :doc:`../accounting/payments/batch`
+   - :doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`

content/applications/finance/payment_providers/authorize.rst

@@ -50,6 +50,8 @@ customer's card, but not charged yet.
 .. seealso::
    - :doc:`../payment_providers`
 
+.. _authorize/ach_payments:
+
 ACH payments (USA only)
 =======================
 

content/applications/general.rst

@@ -7,6 +7,7 @@ General settings
     general/apps_modules
     general/users
     general/companies
+    general/multi_company
     general/iot
     general/email_communication
     general/integrations

content/applications/general/companies.rst

@@ -133,6 +133,8 @@ appears.
 
    For more information on pricing, see `Odoo's pricing <https://www.odoo.com/pricing-plan>`_ page.
 
+.. _general/employee-access:
+
 Employee access
 ===============
 
@@ -189,6 +191,8 @@ Document Layout` and edit the information as needed.
 populated from the company information listed, when navigating here: :menuselection:`Settings app
 --> Companies section --> Manage Companies`, and select a company from the list.
 
+.. _general/inter-company:
+
 Inter-company transactions
 ==========================
 

content/applications/general/email_communication/azure_oauth.rst

@@ -34,14 +34,14 @@ registration`. On the :guilabel:`Register an application` screen, rename the :gu
 and personal Microsoft accounts (e.g. Skype, Xbox)`.
 
 Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input
-`https://<odoo base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The Odoo base URL
-is the canonical domain at which your Odoo instance can be reached in the URL field.
+`https://<web base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The `web.base.url`
+is subject to change depending on the URL used to log in to the database.
 
-.. example::
-   *mydatabase.odoo.com*, where *mydatabase* is the actual prefix of the database's subdomain,
-   assuming it's hosted on Odoo.com
+.. note::
+   The documentation about the :ref:`web.base.url <domain-name/web-base-url>` explains how to freeze
+   a unique URL. It is also possible to add different redirect URLs on the Microsoft app.
 
-After the URL has been added to the field, :guilabel:`Register` the application so it is created.
+After the URL has been added to the field, :guilabel:`Register` the application, so it is created.
 
 API permissions
 ---------------

content/applications/general/email_communication/faq.rst

@@ -12,8 +12,9 @@ Outgoing emails
 Email is not sent
 -----------------
 
-The first indicator showing that an email has not been sent is the presence of a red :guilabel:`✉️
-(envelope)` icon, next to the date and time of the message, located in the chatter.
+The first indicator showing that an email has not been sent is the presence of a red
+:icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date and time of the message, located
+in the chatter.
 
 .. image:: faq/red-envelop.png
    :align: center
@@ -42,13 +43,18 @@ Odoo's email servers from being blacklisted.
 Here are the default limits for new databases:
 
 - **200 emails per day** for Odoo Online and Odoo.sh databases with an active subscription.
-- **20 emails per day** for one-app free databases.
-- **50 emails per day** for trial databases.
-- In the case of migration, the daily limit might be reset to 50 emails per day.
+- **50 emails per day** for one-app free and trial databases.
+
+.. important::
+   In a one-app free database, if the *Email Marketing* app is installed, the email limit is **20
+   emails per day**.
+
+.. note::
+   In the case of migration, the daily limit might be reset to 50 emails per day.
 
 If the daily limit is reached:
 
-- Contact the Odoo support team, who may increase the daily limit depending on the following
+- Contact the Odoo support team, who may increase the daily limit, depending on the following
   factors:
 
   #. How many users are in the database?
@@ -72,7 +78,7 @@ If the daily limit is reached:
 SMTP error
 **********
 
-Simple Mail Transport Protocol (SMTP) error messages explain why an email wasn't transmitted
+*Simple Mail Transport Protocol (SMTP)* error messages explain why an email was not transmitted
 successfully. :abbr:`SMTP (Simple Mail Transport Protocol)` is a protocol to describe the email
 structure, and transmits data from messages over the Internet. The error messages generated by email
 services are helpful tools to diagnose and troubleshoot email problems.
@@ -83,9 +89,9 @@ services are helpful tools to diagnose and troubleshoot email problems.
    mta4471.mail.bf1.yahoo.com --- Below this line is a copy of the message.`
 
 The debug menu can be used to investigate SMTP sending issues from a database. To access the menu,
-:ref:`developer mode <developer-mode>` must be activated. Once activated, navigate to the
-:menuselection:`Debug Menu` in the top right of the menu bar (the :guilabel:`🐞 (bug)` icon),
-:menuselection:`Debug Menu --> Manage Messages`
+:ref:`developer mode <developer-mode>` **must** be activated. Once activated, navigate to the
+:menuselection:`Debug Menu` in the top-right of the menu bar (the :icon:`fa-bug` :guilabel:`(bug)`
+icon), and select :menuselection:`Debug Menu --> Manage Messages` from the resulting drop-down menu.
 
 The :guilabel:`Manage Messages` menu opens a list of all the messages sent in a particular record.
 Within each message there is information on sending, including the type, and subtype, of the
@@ -128,11 +134,10 @@ Email is sent late
 Email campaigns send at a scheduled time, using a delay pre-programed in the database. Odoo uses a
 delayed task to send emails that are considered "not urgent" (newsletter formats, such as: mass
 mailing, marketing automation, and events). The system utility **cron** can be used to schedule
-programs to run automatically at predetermined intervals. Odoo uses that policy in order to avoid
-cluttering the mail servers and, instead, prioritizes individual communication. This **cron** is
-called :guilabel:`Mail: Email Queue Manager`, and can be accessed in :ref:`developer mode
-<developer-mode>` by going to :menuselection:`Settings app --> Technical menu --> Automation -->
-Scheduled Actions`.
+programs to run automatically at predetermined intervals. Odoo uses that policy to avoid cluttering
+the mail servers and, instead, prioritizes individual communication. This **cron** is called
+:guilabel:`Mail: Email Queue Manager`, and can be accessed in :ref:`developer mode <developer-mode>`
+by going to :menuselection:`Settings app --> Technical menu --> Automation: Scheduled Actions`.
 
 .. image:: faq/email-scheduled-later.png
    :align: center
@@ -154,9 +159,9 @@ invoices, purchase orders, etc.) are sent immediately.
 Incoming emails
 ===============
 
-When there is an issue with incoming emails, there might not be an indication, per se, in Odoo. It
-is the sending email client, who tries to contact a database, that will get a bounce-back message
-(most of the time a :guilabel:`550: mailbox unavailable` error message).
+When there is an issue with incoming emails, there might not be an indication in Odoo. It is the
+sending email client, who tries to contact a database, that gets a bounce-back message (most of the
+time it is a :guilabel:`550: mailbox unavailable` error message).
 
 Email is not received
 ---------------------
@@ -229,5 +234,5 @@ of what can be helpful when reaching out to the Odoo Support team about an issue
 .. note::
    The bounce system parameter needs to be set in the technical settings in order for the database
    to correctly receive bounce messages. To access this setting, go to :menuselection:`Settings app
-   --> Technical menu --> Parameters --> System Parameters`. Then select the parameter name
-   :guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't already set.
+   --> Technical menu --> Parameters: System Parameters`. Then, select the parameter name
+   :guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not already set.

content/applications/general/integrations/google_translate.rst

@@ -120,4 +120,4 @@ the right of the chatter. Then, select :guilabel:`Translate`. The content transl
    :alt: Google Translate present in an Odoo database's chatter.
 
 .. seealso::
-   :ref:`language/change-user-language`
+   :ref:`language/install`

content/applications/general/iot/config.rst

@@ -14,3 +14,4 @@ Configuration
    config/updating_iot
    config/troubleshooting
    config/windows_iot
+   config/ssh_connect

content/applications/general/iot/config/ssh_connect.rst

@@ -0,0 +1,46 @@
+==========================
+Connect an IoT box via SSH
+==========================
+
+.. |iot| replace:: :abbr:`IoT (Internet of Things)`
+.. |SSH| replace:: :abbr:`SSH (secure shell protocol)`
+
+To provide an |SSH| connection to an Internet of Things (IoT) box, a password needs to be generated.
+
+.. warning::
+   This feature should **only** be utilized with trusted parties, as it provides administrative
+   access to the |iot| box, which can create security issues.
+
+   Managing an |SSH| connection is **not** covered under the standard scope of Odoo support. Visit
+   the `Odoo Support <https://www.odoo.com/help>`_ page for additional information about what is
+   covered.
+
+First, navigate to the :menuselection:`IoT app --> IoT Boxes`. Click on the IP address of the
+appropriate |iot| box.
+
+.. note::
+   If the desired |iot| box does not appear, see :doc:`troubleshooting` for additional steps.
+
+At the bottom of the |iot| box pop-up window, click :guilabel:`Remote Debug`. This opens the
+:guilabel:`Remote Debugging` pop-up window.
+
+.. image:: ssh_connect/ssh-generate-password.png
+   :align: center
+   :alt: The Remote Debugging password generation window.
+
+Click :guilabel:`Generate password`.
+
+.. warning::
+   After the password has been generated from the :guilabel:`Remote Debugging` pop-up window, the
+   information **must** be recorded immediately. Once this window is closed, there is no current
+   method for looking up this information.
+
+Enter the :guilabel:`Authentication Token` provided by the user attempting to connect to the |iot|
+box.
+
+Click :guilabel:`Enable Remote Debugging`.
+
+.. seealso::
+   - :doc:`connect`
+   - :doc:`troubleshooting`
+   - :doc:`updating_iot`

content/applications/general/iot/devices/printer.rst

@@ -2,6 +2,9 @@
 Connect a printer
 =================
 
+.. |iot| replace:: :abbr:`IoT (Internet of Things)`
+.. |usb| replace:: :abbr:`USB (Universal Serial Bus)`
+
 Printer installation can be done in a few easy steps. The printer can be used to print receipts,
 labels, orders, or even reports from the different Odoo apps. In addition, printer actions can be
 assigned as an *action on a trigger* during the manufacturing process, or added onto a quality
@@ -10,17 +13,16 @@ control point or a quality check.
 Connection
 ==========
 
-The :abbr:`IoT (Internet of Things)` box supports printers connected through :abbr:`USB (Universal
-Serial Bus)`, network connection, or Bluetooth. `Supported printers
-<https://www.odoo.com/page/iot-hardware>`__ are detected automatically, and appear in the
-:guilabel:`Devices` list of the *IoT app*.
+The |iot| box supports printers connected through |usb|, network connection, or Bluetooth.
+`Supported printers <https://www.odoo.com/page/iot-hardware>`__ are detected automatically, and
+appear in the :guilabel:`Devices` list of the *IoT* app.
 
 .. image:: printer/printer-detected.png
    :align: center
    :alt: The printer as it would appear in the IoT app devices list.
 
 .. note::
-   The printer can take up to two minutes to appear in the *IoT app* devices list.
+   Printers can take up to two minutes to appear in the *IoT* app :guilabel:`Devices` list.
 
 Link printer
 ============
@@ -63,15 +65,16 @@ specific product.
 
 .. note::
    On a quality check detail form, the :guilabel:`Type` of check can also be specified to
-   :guilabel:`Print Label`. To create new quality checks, navigate to :menuselection:`Quality app
-   --> Quality Control --> Quality Checks --> New`.
+   :guilabel:`Print Label`. To create :doc:`new quality checks
+   <../../../inventory_and_mrp/quality/quality_management/quality_checks>`, navigate to
+   :menuselection:`Quality app --> Quality Control --> Quality Checks --> New`.
 
 .. seealso::
-   - :doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`
-   - :doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`
+   - :doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`
+   - :doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`
 
-Link a printer to a work center in the Manufacturing app
---------------------------------------------------------
+Link a printer to a work center
+-------------------------------
 
 To link a printer to an action, it first needs to be configured on a work center. To do that,
 navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. From here, select
@@ -94,29 +97,52 @@ Slip`. A key can also be added to trigger the action.
 .. seealso::
    :ref:`workcenter_iot`
 
+.. _iot/link-printer:
+
 Link printer to reports
 -----------------------
 
-It's also possible to link a type of report to a certain printer. In the *IoT app*, go to the
-:guilabel:`Devices` menu, and select the desired printer that needs to be configured.
+It is possible to link report types to a specific printer. In the *IoT* app, go to the
+:guilabel:`Devices` menu, and select the desired printer to be configured.
 
-From here, click :guilabel:`Edit`, go to the :guilabel:`Printer Reports` tab, and select
-:guilabel:`Add a line`. In the window that appears, check all the types of :guilabel:`Reports` that
-should be linked to this printer.
+From here, go to the :guilabel:`Printer Reports` tab, and click :guilabel:`Add a line`. In the
+window that appears, check all the types of :guilabel:`Reports` that should be linked to this
+printer.
 
-.. image:: printer/printers-listed.png
+.. image:: printer/printer-reports.png
    :align: center
-   :alt: The printer devices listed in the IoT Devices menu.
+   :alt: The list of reports assigned to a printer in the IoT app.
 
-Now, each time :guilabel:`Print` is selected in the control panel, instead of downloading a PDF, a
-pop-up appears which displays all the printer(s) linked to the report. Then Odoo sends the report to
-the selected printer(s), and automatically prints it.
+.. tip::
+   Reports can also be configured in the *Technical* menu of the *Settings* app, while in
+   :ref:`debug mode <developer-mode>`. To do that, navigate to :menuselection:`Settings App -->
+   Technical --> Actions: Reports`. From here, select the desired report from the list. Then, an
+   :guilabel:`IoT Device` can be set on the report.
+
+The first time a linked report is selected to print, a :guilabel:`Select Printers` pop-up window
+appears. Tick the checkbox next to the correct printer for the report, and click :guilabel:`Print`.
+At that point, the report is linked to the printer.
+
+Clear device printer cache
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After a printer is linked to print a report, the setting is saved in a browser's cache. This means
+a user can have different devices saved in their cache for different reports, based on the device
+they use to access Odoo. It also means different users can have a report automatically printed from
+different printers, based on their preferences.
+
+To unlink a report from a printer, navigate to :menuselection:`IoT app --> Clear Selected Devices`.
+This generates a list of reports that are linked to a printer on the current device. Click the
+:guilabel:`Unlink` button next to each report to remove the link.
+
+.. important::
+   This step **only** prevents the report from automatically printing to the listed printer from
+   the current browser. The report is still :ref:`linked <iot/link-printer>` on the device, under
+   the :guilabel:`Printer Reports` tab.
+
+.. image:: printer/clear-reports.png
+   :align: center
+   :alt: A list of reports currently linked to a printer in the IoT app.
 
 .. seealso::
    :doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`
-
-.. tip::
-   Reports can also be configured in the :guilabel:`Technical Menu` while in :ref:`debug mode
-   <developer-mode>`. To do that, navigate to :menuselection:`Settings App --> Technical Menu -->
-   Actions --> Reports`. From here, the individual report can be found in this list, where the
-   :guilabel:`IoT Device` can be set on the report.

content/applications/general/multi_company.rst

@@ -0,0 +1,115 @@
+=============
+Multi-company
+=============
+
+.. |mcd| replace:: multi-company database
+
+In Odoo, multiple companies can exist within a single database. This allows for some data to be
+shared among companies, while still maintaining some level of separation between entities.
+
+Before deciding to use the multi-company feature, there are several factors to consider.
+
+.. important::
+   Multi-company is **only** available in *One App Free* databases, or with `Custom
+   <https://www.odoo.com/pricing-plan>`_ plans.
+
+Accessing multiple companies
+============================
+
+The list of :ref:`companies an employee has access to <general/employee-access>` in a |mcd| can be
+found at the top-right of the main Odoo menu bar, where the active company is listed. Click on the
+company name to reveal a list of all allowed companies. To switch to a different company, click on
+the company name in the drop-down menu. To enable multiple companies at once, tick the checkbox next
+to each desired company name.
+
+.. figure:: multi_company/company-access.png
+   :align: center
+   :alt: An example of the list of companies a user has access to when logged into a database.
+
+   An example of a user with access to multiple companies. The current company is My Company (San
+   Francisco), while My Company (Chicago) is also active.
+
+.. note::
+   The database may refresh after each checkbox is ticked.
+
+.. _general/active-companies:
+
+Multiple active companies
+-------------------------
+
+If more than one company is active at a time, one company is highlighted in purple, and is listed on
+the menu bar. This is the considered the *current* company.
+
+When creating a new record, the current company is added to the record in the *Company* field,
+except under the following circumstances:
+
+- The *Company* field for a new product, or a new contact, is left blank.
+- If there is a related document already in the system, the *Company* field on the new record
+  defaults to the same company.
+
+.. example::
+   Mitchell Admin has multiple companies enabled, but the current company is `My Company (Chicago)`.
+   When he creates a new product record, the :guilabel:`Company` field is left blank by default.
+
+   When he creates a new sales team, the :guilabel:`Company` field automatically defaults to `My
+   Company (Chicago)`.
+
+Sharing data
+============
+
+In a |mcd|, certain records are able to be utilized by all of the companies (or several, based on
+permissions).
+
+Products
+--------
+
+In an |mcd|, new products are created with the :ref:`Company field <general/active-companies>`
+blank, by default. If the *Company* field remains blank, the product is shared across all companies.
+
+Contacts
+--------
+
+Similar to products, contact records are shared across companies, by default. To limit access to a
+single company, click the :ref:`Company field <general/active-companies>` on a contact form, and
+select a company to assign the contact to.
+
+Inter-company transactions
+==========================
+
+The :ref:`Inter-Company Transactions <general/inter-company>` feature allows for one company in the
+database to sell or purchase goods and services from another company within the same database.
+Counterpart documents for orders and invoices can be automatically generated and synchronized,
+depending on the configuration settings.
+
+.. warning::
+   To ensure inter-company transactions are handled appropriately, certain configurations, such as
+   fiscal positions and localizations, need to be accurately assigned. See :ref:`Inter-Company
+   Transactions <general/inter-company>` for additional information.
+
+Use cases
+=========
+
+Multinational companies
+-----------------------
+
+A multinational retail chain, which operates in the United States and Canada, needs to manage
+transactions in both USD and CAD currencies.
+
+Additionally, because both countries have different tax laws and regulations, it is in the best
+interest of the customer to utilize the multi-company feature.
+
+This allows for inter-company transactions they need to manage inventory moves across international
+borders, while making it simple to sell to customers in both countries in their own currency.
+
+Separate processes
+------------------
+
+A small furniture company is developing a new line of products that require a separate procurement,
+inventory, and manufacturing process. The new products are drastically different from the existing
+catalog. The company is considering utilizing the multi-company feature to treat this new line as a
+different entity.
+
+To keep their database from becoming overly complex, the furniture company does not need to add an
+entirely new company. Instead, they can take advantage of existing features, such as :doc:`analytic
+accounting <../finance/accounting/reporting/analytic_accounting>`, and multiple warehouses, to
+manage the new product line, without having to overly complicate transactions.

content/applications/general/users.rst

@@ -254,6 +254,7 @@ company.
    users/2fa
    users/access_rights
    users/portal
+   users/facebook
    users/google
    users/azure
    users/ldap

content/applications/general/users/2fa.rst

@@ -1,127 +1,125 @@
 =========================
-Two-factor Authentication
+Two-factor authentication
 =========================
 
-Two-factor authentication ("2FA") is a good way to improve the
-security of an account, to make it less likely that an other person
-will manage to log in instead of you.
+.. |2fa| replace:: :abbr:`2FA (two-factor authentication)`
+.. |QR| replace:: :abbr:`QR (Quick Response)` code
 
-Practically, it means storing a secret inside an *authenticator*
-(usually your cell phone) and exchanging a code from the authenticator
-when you try to log in.
+*Two-factor authentication (2FA)* is a way to improve security, and prevent unauthorized persons
+from accessing user accounts.
 
-This means an attacker needs *both* to have guessed (or found) your
-password and to access (or steal) your authenticator, a more difficult
-proposition than either one or the other.
+Practically, |2fa| means storing a secret inside an *authenticator*, usually on a mobile phone, and
+exchanging a code from the authenticator when trying to log in.
+
+This means an unauthorized user would need to guess the account password *and* have access to the
+authenticator, which is a more difficult proposition.
 
 Requirements
 ============
 
-.. note:: These lists are just examples, they are not endorsements of
-          any specific software.
+.. important::
+   These lists are just examples. They are **not** endorsements of any specific software.
 
-If you don't already have one, you will need to choose an
-authenticator.
+Phone-based authenticators are the easiest and most commonly used. Examples include:
 
-Phone-based authenticators are the easiest and most common so we will
-assume you'll pick and install one on your phone, examples include
-`Authy <https://authy.com/>`_, `FreeOTP
-<https://freeotp.github.io/>`_, `Google Authenticator
-<https://support.google.com/accounts/answer/1066447?hl=en>`_,
-`LastPass Authenticator <https://lastpass.com/auth/>`_, `Microsoft
-Authenticator
-<https://www.microsoft.com/en-gb/account/authenticator?cmp=h66ftb_42hbak>`_,
-...; password managers also commonly include :abbr:`2FA (two-factor
-authentication)` support e.g. `1Password
-<https://support.1password.com/one-time-passwords/>`_, `Bitwarden
-<https://bitwarden.com/help/article/authenticator-keys/>`_, ...
+- `Authy <https://authy.com/>`_
+- `FreeOTP <https://freeotp.github.io/>`_
+- `Google Authenticator <https://support.google.com/accounts/answer/1066447?hl=en>`_
+- `LastPass Authenticator <https://lastpass.com/auth/>`_
+- `Microsoft Authenticator
+  <https://www.microsoft.com/en-gb/account/authenticator?cmp=h66ftb_42hbak>`_
 
-For the sake of demonstration we will be using Google Authenticator
-(not because it is any good but because it is quite common).
+Password managers are another option. Common examples include:
 
-Setting up two-factor authentication
-====================================
-
-Once you have your authenticator of choice, go to the Odoo instance
-you want to setup :abbr:`2FA (two-factor authentication)`, then open
-:guilabel:`Preferences` (or :guilabel:`My Profile`):
-
-.. figure:: 2fa/preferences.png
-    :align: center
-
-Open the :guilabel:`Account Security` tab, then click the
-:guilabel:`Enable two-factor authentication` button:
-
-.. figure:: 2fa/sec_tab.png
-   :align: center
-
-Because this is a security-sensitive action, you will need to input
-your password:
-
-.. figure:: 2fa/sec_enhanced.png
-   :align: center
-
-After which you will see this screen with a barcode:
-
-.. figure:: 2fa/totp_scan.png
-   :align: center
-
-In most applications, you can simply *scan the barcode* via the
-authenticator of your choice, the authenticator will then take care of
-all the setup:
-
-.. figure:: 2fa/scan_barcode.jpg
-   :align: center
+- `1Password <https://support.1password.com/one-time-passwords/>`_
+- `Bitwarden <https://bitwarden.com/help/article/authenticator-keys/>`_,
 
 .. note::
+   The remainder of this document uses Google Authenticator as an example, as it is one of the most
+   commonly used. This is **not** an endorsement of the product.
 
-   If you can not scan the screen (e.g. because you are doing this
-   set-up on the same phone as the authenticator application), you can
-   click the provided link, or copy the secret to manually set-up your
-   authenticator:
+Two-factor authentication setup
+===============================
 
-   .. figure:: 2fa/secret_visible.png
+After selecting an authenticator, log in to Odoo, then click the profile avatar in the upper-right
+corner, and select :guilabel:`My Profile` from the resulting drop-down menu.
+
+Click the :guilabel:`Account Security` tab, then slide the :guilabel:`Two-Factor Authentication`
+toggle to *active*.
+
+.. figure:: 2fa/account-security.png
+   :align: center
+
+This generates a :guilabel:`Security Control` pop-up window that requires password confirmation to
+continue. Enter the appropriate password, then click :guilabel:`Confirm Password`. Next, a
+:guilabel:`Two-Factor Authentication Activation` pop-up window appears, with a |QR|.
+
+
+.. figure:: 2fa/qr-code.png
+   :align: center
+
+Using the desired authenticator application, scan the |QR| when prompted.
+
+.. tip::
+   If scanning the screen is not possible (e.g. the setup is being completed on the *same* device as
+   the authenticator application), clicking the provided :guilabel:`Cannot scan it?` link, or
+   copying the secret to manually set up the authenticator, is an alternative.
+
+   .. figure:: 2fa/secret-visible.png
       :align: center
 
-   .. figure:: 2fa/input_secret.png
+   .. figure:: 2fa/input-secret.png
       :align: center
 
-Once this is done, the authenticator should display a *verification
-code* with some useful identifying information (e.g. the domain and
-login for which the code is):
+Afterwards, the authenticator should display a *verification code*.
 
 .. figure:: 2fa/authenticator.png
    :align: center
 
-You can now input the code into the :guilabel:`Verification Code`
-field, then click the :guilabel:`Enable two-factor authentication`
-button.
+Enter the code into the :guilabel:`Verification Code` field, then click :guilabel:`Activate`.
 
-Congratulation, your account is now protected by two-factor
-authentication!
-
-.. figure:: 2fa/totp_enabled.png
+.. figure:: 2fa/2fa-enabled.png
    :align: center
 
 Logging in
 ==========
 
-You should now :guilabel:`Log out` to follow along.
+To confirm |2fa| setup is complete, log out of Odoo.
 
-On the login page, input the username and password of the account for
-which you set up :abbr:`2FA (two-factor authentication)`, rather than
-immediately enter Odoo you will now get a second log-in screen:
+On the login page, input the username and password, then click :guilabel:`Log in`. On the
+:guilabel:`Two-factor Authentication` page, input the code provided by the chosen authenticator in
+the :guilabel:`Authentication Code` field, then click :guilabel:`Log in`.
 
-.. figure:: 2fa/2fa_input.png
+.. image:: 2fa/2fa-login.png
    :align: center
+   :alt: The login page with 2fa enabled.
 
-Get your authenticator, input the code it provides for the domain and
-account, validate, and you're now in.
+.. danger::
+   If a user loses access to their authenticator, an administrator **must** deactivate |2fa| on the
+   account before the user can log in.
 
-And that's it. From now on, unless you disable :abbr:`2FA (two-factor
-authentication)` you will have a two-step log-in process rather than
-the old one-step process.
+Enforce two-factor authentication
+=================================
 
-.. danger:: Don't lose your authenticator, if you do, you will need an
-            *Odoo Administrator* to disable :abbr:`2FA (two-factor
-            authentication)` on the account.
+To enforce the use of |2fa| for all users, first navigate to :menuselection:`Main Odoo Dashboard -->
+Apps`. Remove the :guilabel:`Apps` filter from the :guilabel:`Search...` bar, then search for `2FA
+by mail`.
+
+Click :guilabel:`Install` on the Kanban card for the :guilabel:`2FA by mail` module.
+
+.. image:: 2fa/2FA-by-mail.png
+   :align: center
+   :alt: The 2FA by mail module in the Apps directory.
+
+After installation is complete, go to :guilabel:`Settings app: Permissions`. Tick the checkbox
+labeled, :guilabel:`Enforce two-factor authentication`. Then, use the radio buttons to choose
+whether to apply this setting to :guilabel:`Employees only`, or :guilabel:`All users`.
+
+.. note::
+   Selecting :guilabel:`All users` applies the setting to portal users, in addition to employees.
+
+.. image:: 2fa/enforce-settings.png
+   :align: center
+   :alt: The enforce two factor setting in the Settings application.
+
+Click :guilabel:`Save` to commit any unsaved changes.

content/applications/general/users/facebook.rst

@@ -0,0 +1,132 @@
+===============================
+Facebook sign-in authentication
+===============================
+
+The *Facebook* OAuth sign-in function allows Odoo users to sign in to their database with their
+Facebook account.
+
+.. danger::
+   Databases housed on Odoo.com should **not** use OAuth login for the owner or administrator of the
+   database, as it would unlink the database from their Odoo.com account. If OAuth is setup for
+   that user, the database can no longer be duplicated, renamed, or otherwise managed from the
+   Odoo.com portal.
+
+Meta for Developers setup
+=========================
+
+Go to `Meta for Developers <https://developers.facebook.com/>`_ and log in. Click :guilabel:`My
+Apps`. On the :guilabel:`Apps` page, click :guilabel:`Create App`.
+
+On the :guilabel:`Use cases` page, select :guilabel:`Authenticate and request data from users with
+Facebook Login`, then click :guilabel:`Next`.
+
+In the :guilabel:`Add an app name` field, enter `Odoo Login OAuth`, or a similar title.
+
+.. note::
+   The :guilabel:`App contact email` automatically defaults to the email address associated with the
+   Meta account. If this email address is not regularly monitored, it may be wise to use another
+   email address.
+
+Click :guilabel:`Next`. Review the :guilabel:`Publishing requirements`, the :guilabel:`Meta
+Platform Terms`, and :guilabel:`Developer Policies`. Then, click :guilabel:`Create app`.
+
+.. important::
+   Clicking :guilabel:`Create app` may require password re-entry.
+
+Customize app
+-------------
+
+After the new app is created, the :guilabel:`Dashboard` page appears, with a list of steps to be
+completed before the app can be published. From here, click :guilabel:`Customize adding a Facebook
+Login button`.
+
+.. image:: facebook/app-requirements.png
+   :align: center
+   :alt: The App Dashboard in the Meta for developers platform.
+
+On the :guilabel:`Customize` page, click :guilabel:`Settings`.
+
+In the :guilabel:`Valid OAuth Redirect URIs` field, enter `https://<odoo base
+url>/auth_oauth/signin`, replacing `<odoo base url>` with the URL of the applicable database.
+
+.. example::
+   If a database has the URL `https://example.odoo.com`, the URL
+   `https://example.odoo.com/auth_oauth/signin` would be entered in the :guilabel:`Valid OAuth
+   Redirect URIs` field.
+
+Click :guilabel:`Save changes` when finished.
+
+Configure settings
+------------------
+
+At the far left of the page, click :menuselection:`App settings --> Basic`. This page contains
+additional settings that are required before the app can be submitted for approval.
+
+In the :guilabel:`Privacy Policy URL` field, enter `https://www.odoo.com/privacy`.
+
+.. note::
+   `<https://www.odoo.com/privacy>`_ is the default privacy policy for databases hosted on Odoo.com.
+
+Click the :guilabel:`App Icon` field to open a file upload window. From here, select and upload an
+app icon.
+
+In the :guilabel:`User data deletion` field, enter
+`https://www.odoo.com/documentation/17.0/administration/odoo_accounts.html`.
+
+.. note::
+   This document provides instructions on how a user can delete their Odoo account.
+
+Lastly, click the :guilabel:`Category` field, and select :guilabel:`Business and pages` from the
+drop-down menu.
+
+Click :guilabel:`Save changes`.
+
+.. image:: facebook/app-id.png
+   :align: center
+   :alt: An exampled of the Basic Settings page in the Meta for developers platform.
+
+.. _users/app-id:
+
+Capture app ID
+--------------
+
+After the app is created, and approved, select and copy the :guilabel:`App ID`. Paste this
+information on a clipboard or notepad file, as it is needed in a later step to complete the setup.
+
+Publish
+-------
+
+On the left side of the page, click :guilabel:`Publish`. Depending on the status of the connected
+Facebook account, additional verification and testing steps may be required, and are listed on this
+page.
+
+After reviewing the information, click :guilabel:`Publish`.
+
+.. seealso::
+   Additional information regarding Meta App Development, including further details on building,
+   testing, and use cases, can be found in the `Meta for developers documentation
+   <https://developers.facebook.com/docs/development>`_.
+
+Odoo setup
+==========
+
+First, activate :ref:`Developer mode <developer-mode/activation>`.
+
+Navigate to the :menuselection:`Settings app`, and scroll down to the :guilabel:`Integrations`
+section. There, tick the checkbox labeled, :guilabel:`OAuth Authentication`. Click :guilabel:`Save`.
+
+.. image:: facebook/enable-oauth.png
+   :align: center
+   :alt: The enable OAuth setting in the Settings app.
+
+Then, sign in to the database once the login screen loads.
+
+After successfully logging in, navigate to :menuselection:`Settings app --> Users & Companies -->
+OAuth Providers`. Click :guilabel:`Facebook Graph`.
+
+In the :guilabel:`Client ID` field, enter the :ref:`App ID <users/app-id>` from the previous
+section, then tick the :guilabel:`Allowed` checkbox.
+
+.. image:: facebook/facebook-graph.png
+   :align: center
+   :alt: The Facebook Graph record in Odoo.

content/applications/general/users/language.rst

@@ -1,63 +1,49 @@
-===============
-Change language
-===============
+================
+Change languages
+================
 
-Odoo provides you with the option to manage Odoo in different languages,
-and each user can use Odoo in his own language .
+You select the language of your database upon its creation. However, you can
+:ref:`add <language/add>` and :ref:`install <language/install>` additional languages to allow users
+to manage the database in another language or to
+:doc:`translate <../../websites/website/configuration/translate>` your website.
 
-Load your desired language
-==========================
+.. _language/add:
 
-The first thing to do is to load your desired language on your Odoo
-instance.
+Add languages
+=============
 
-From the general dashboard click on the **Settings** app; on the top
-left of the page select :menuselection:`Translations --> Load a Translation`,
-select a language to install and click on **LOAD.**
+To download additional languages:
 
-.. image:: language/choose_language01.png
-    :align: center
+- either click the profile icon in the upper-right corner, select :menuselection:`My profile`, and
+  click the :icon:`fa-globe` (:guilabel:`globe`) icon next to the :guilabel:`Language` field;
+- or go to the **Settings** app, and click :guilabel:`Add Languages` in the :guilabel:`Languages`
+  section.
 
-.. note::
-
-    If you check the "Websites to translate" checkbox you will have the option
-    to change the navigation language on your website.
-
-.. _language/change-user-language:
-
-Change your language
-====================
-
-You can change the language to the installed language by going to the
-drop-down menu at the top right side of the screen, choose
-**Preferences**.
-
-.. image:: language/choose_language02.png
-    :align: center
-
-Then change the Language setting to your installed language and click
-**SAVE.**
-
-.. image:: language/choose_language03.png
-    :align: center
-
-Open a new menu to view the changes.
-
-Change another user's language
-==============================
-
-Odoo also gives you the possibility for each user to choose his
-preferred language.
-
-To change the language for a different user, choose :menuselection:`Users --> Users`
-from the Settings app. Here you have a list of all users and you can
-choose the user who you'd like to change the language for. Select the
-user and click on **Edit** in the top left corner. Under Preferences you
-can change the Language to any previously installed language and click
-**SAVE.**
-
-.. image:: language/choose_language04.png
-    :align: center
+You can then select the languages you want from the dropdown menu and click :guilabel:`Add`.
 
 .. seealso::
-    * :doc:`../../websites/website/configuration/translate`
+   :doc:`Translations <../../websites/website/configuration/translate>`
+
+.. _language/install:
+
+Change languages
+================
+
+To select their preferred language, users can click the profile icon in the upper-right corner, go
+to :menuselection:`My profile`, and select a :guilabel:`Language` in the dropdown list.
+
+Change another user's language
+------------------------------
+
+To change the database language for a user:
+
+#. Go to the :guilabel:`Settings` app and click :guilabel:`Manage Users` in the :guilabel:`Users`
+   section.
+
+#. Click on the user whose language you want to change.
+
+#. Go to the :guilabel:`Preferences` tab and select a previously
+   :ref:`installed language <language/add>` from the :guilabel:`Language` dropdown menu.
+
+.. note::
+   Emails and documents will be sent to the user in the selected language.

content/applications/hr/appraisals.rst

@@ -170,337 +170,14 @@ document.
 .. note::
    In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
 
-Appraisals
-==========
-
-Navigate to the main *Appraisals* dashboard by opening the :guilabel:`Appraisals` application. The
-:guilabel:`Appraisals` dashboard is the default view.
-
-To view the dashboard at any point in the application, navigate to :menuselection:`Appraisals
-application --> Appraisals`.
-
-All appraisals are displayed on the dashboard in a Kanban view, by default, with a list of groupings
-on the left side of the dashboard, including :guilabel:`Company`, :guilabel:`Department`, and
-:guilabel:`Status`.
-
-Click any grouping option to view appraisals for **only** the chosen selection.
-
-.. note::
-   Only groupings with multiple selections appear in the list. For example, if a database only has
-   one company, the :guilabel:`Company` grouping does **not** appear, since there is no other
-   company to select.
-
-Each appraisal card displays the following information:
-
-- :guilabel:`Name`: the employee's name.
-- :guilabel:`Department`: the department the employee is associated with.
-- :guilabel:`Company`: the company the employee works for. This only appears in a multi-company
-  database.
-- :guilabel:`Date`: the date the appraisal was requested, or is scheduled for in the future.
-- :guilabel:`Activities`: any activities that are scheduled for the appraisal, such as
-  :guilabel:`Meetings` or :guilabel:`Phone Calls.` If no activities are scheduled, an activity can
-  be scheduled from the :guilabel:`🕘 (clock)` icon, located in the bottom-left corner of an
-  appraisal card.
-- :guilabel:`Manager`: the employee's manager, indicated by the profile icon in the bottom-right
-  corner of an appraisal card.
-- :guilabel:`Status banner`: the status of the appraisal. A banner appears if an appraisal is
-  marked as either :guilabel:`Canceled` or :guilabel:`Done`. If no banner is present, that means the
-  appraisal has not happened, or has not been scheduled yet.
-
-To view the details of any appraisal, click on the card to open the appraisal form.
-
-.. image:: appraisals/dashboard.png
-   :align: center
-   :alt: The Appraisals dashboard with each appraisal in its own box.
-
-New appraisal
--------------
-
-To create a new appraisal, click the :guilabel:`New` button at the top of the :guilabel:`Appraisals`
-dashboard to load a blank appraisal form. Then, enter the following information on the form:
-
-- :guilabel:`Name`: enter the employee's name.
-- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
-  responsible for completing the :guilabel:`Manager's Feedback` section of the appraisal. This field
-  auto-populates after the employee is selected, if they have a manager set on their employee
-  profile.
-- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
-  automatically updated once the appraisal is completed or canceled, with the corresponding date of
-  completion or cancellation.
-- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
-  auto-populates after the employee is selected, if they have a department set on their employee
-  profile.
-- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
-  auto-populates after the employee is selected, if they have a company set on their employee
-  profile.
-
-.. note::
-   The only required fields for the appraisal form are the employee's :guilabel:`Name`, the
-   :guilabel:`Manager`, and the :guilabel:`Company`.
-
-Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
-
-Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
-prompted to schedule an appraisal date.
-
-The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
-:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
-self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
-the appraisal request is confirmed.
-
-If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
-at the top of the page, listing the total number of appraisals there are for the employee.
-
-Ask for feedback
-~~~~~~~~~~~~~~~~
-
-As part of the appraisal process, the manager can request feedback on an employee from anyone in the
-company. Feedback is usually requested from co-workers and other people who interact with, or work
-with, the employee. This is to get a more well-rounded view of the employee, and aid in the
-manager's overall assessment.
-
-To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
-Feedback` button appears at the top of the form.
-
-When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
-appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
-:guilabel:`360 Feedback` survey.
-
-Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
-employees may be selected.
-
-The email template has dynamic placeholders to personalize the message. Add any additional text to
-the email, if desired.
-
-If required, an :guilabel:`Answer Deadline` can be added, as well.
-
-If any attachments are needed, click the :guilabel:`Attachments` button, and a file explorer window
-appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
-
-When the email is ready to send, click :guilabel:`Send.`
-
-.. image:: appraisals/ask-feedback.png
-   :align: center
-   :alt: The email pop-up when requesting feedback from other employees.
-
-Appraisal form
-~~~~~~~~~~~~~~
-
-Once an appraisal is confirmed, the next steps are for the employee to fill out the self-assessment,
-after which the manager completes their assessment.
-
-.. _appraisals/employee-feedback:
-
-Employee's feedback
-*******************
-
-To complete their portion of feedback, employees should navigate to the main
-:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
-the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
-
-Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
-Feedback` section, under the :guilabel:`Appraisal` tab.
-
-When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
-appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
-
-.. image:: appraisals/employee-feedback.png
-   :align: center
-   :alt: The feedback section for the employee with the toggle button highlighted.
-
-.. _appraisals/manager-feedback:
-
-Manager's feedback
-******************
-
-After the employee has completed the :guilabel:`Employee's Feedback` section, under the
-:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
-section.
-
-The manager enters their responses in the fields in the :ref:`same manner as the employee
-<appraisals/employee-feedback>`.
-
-When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
-default setting once an appraisal is confirmed). When clicked, the toggle changes to
-:guilabel:`Visible to Employee`.
-
-.. image:: appraisals/manager-feedback.png
-   :align: center
-   :alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
-
-Skills tab
-~~~~~~~~~~
-
-Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
-:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :doc:`employee
-form <../hr/employees/new_employee>`, once an appraisal is confirmed.
-
-Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
-:guilabel:`Justification` are displayed for each skill.
-
-Update any skills, or add any new skills to the :guilabel:`Skills` tab.
-
-If a skill level has increased, a reason for the improved rating can be entered into the
-:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
-certification`.
-
-Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions on
-adding or updating a skill.
-
-After an appraisal is completed, and the skills have been updated, the next time an appraisal is
-confirmed, the updated skills populate the :guilabel:`Skills` tab.
-
-.. image:: appraisals/skills.png
-   :align: center
-   :alt: The skills tab of an appraisal form, all filled out.
-
-Private note tab
-~~~~~~~~~~~~~~~~
-
-If managers want to leave notes that are only visible to other managers, they can be entered in the
-:guilabel:`Private Note` tab. The employee being evaluated does **not** have access to this tab, and
-the tab does **not** appear on their appraisal.
-
-Schedule a meeting
-------------------
-
-Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
-and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
-manager to meet and discuss the appraisal.
-
-A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
-or from an individual appraisal card.
-
-To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
-:menuselection:`Appraisals application --> Appraisals`.
-
-Click the :guilabel:`🕘 (clock)` icon, beneath the appraisal date on the desired appraisal card, and
-a :guilabel:`Schedule Activity` pop-up window appears. Then, click :guilabel:`+ Schedule an
-activity` to create a blank activity form.
-
-Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
-causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
-appear.
-
-If scheduling an activity other than a meeting, such as a :guilabel:`Call` or a :guilabel:`To-Do`,
-the fields that appear on the :guilabel:`Schedule Activity` pop-up form change, accordingly.
-
-.. note::
-   The :guilabel:`🕘 (clock)` icon may appear as a number of different icons, depending on what, if
-   any, scheduled activities are in place, and the color represents their corresponding due dates.
-
-   If no activities are scheduled, that is represented by a gray :guilabel:`🕘 (clock)` icon.
-
-   However, if a specific activity is scheduled, the icon may appear as a :guilabel:`📞 (phone)`
-   icon for a phone call, a :guilabel:`👥 (group of people)` icon for a meeting, and so on.
-
-   The color of the icon indicates the status; a green icon means an activity is scheduled in the
-   future, and a red icon means the activity is past due.
-
-   For more details on activities, refer to the :doc:`../essentials/activities` document.
-
-   .. image:: appraisals/activity-icons.png
-      :align: center
-      :alt: The appraisal cards with the various activity icons highlighted.
-
-Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
-pop-up window, such as `Annual Appraisal for (Employee)`.
-
-Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
-and double-click on, the desired date and time for the meeting.
-
-Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
-modifications, such as designating a :guilabel:`Start` time, or giving a :guilabel:`Name` to the
-meeting.
-
-Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should be in the
-meeting, if necessary.
-
-To make the meeting a video call, instead of an in-person meeting, click :guilabel:`+ Odoo meeting`,
-and a :guilabel:`Videocall URL` link appears in the field.
-
-Once all the desired changes are complete, click :guilabel:`Save & Close`.
-
-The meeting now appears on the calendar, and the invited parties are informed, via email.
-
-.. image:: appraisals/meeting.png
-   :align: center
-   :alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
-
-The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
-the :menuselection:`Appraisal application` dashboard, then click on an appraisal card.
-
-Next, click on the :guilabel:`Meeting` smart button, and the calendar loads. Follow the same
-directions above to create the meeting.
-
-.. note::
-   If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
-
-Reporting
-=========
-
-The *Appraisals* application tracks two metrics across two different reports: an :ref:`appraisal
-analysis <appraisals/analysis>`, and a :ref:`skills evolution <appraisals/skills-report>`.
-
-.. _appraisals/analysis:
-
-Appraisal analysis
-------------------
-
-To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals application -->
-Reporting --> Appraisal Analysis`. This displays a report of all the appraisals in the database,
-highlighted in different colors to represent their status.
-
-Appraisals in yellow are completed, appraisals in orange are in-progress (the appraisal is
-confirmed, but not completed), and appraisals in gray are scheduled (according to the
-:ref:`appraisals/appraisal-plan`), but have not been confirmed yet.
-
-The report displays the whole current year, by default, grouped by department.
-
-To change the calendar view presented, change the date settings in the top-left of the report. The
-options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`.
-Use the arrows to move forward or backward in time.
-
-At any point, click the :guilabel:`Today` button to present the calendar to include today's date in
-the view.
-
-The report can have other filters and groupings set in the :guilabel:`Search...` bar at the top.
-
-.. image:: appraisals/analysis.png
-   :align: center
-   :alt: A report showing all the appraisals for the Appraisal Analysis report.
-
-.. _appraisals/skills-report:
-
-Skills evolution
-----------------
-
-To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals application -->
-Reporting --> Skills Evolution`. This displays a report of all skills, grouped by employee.
-
-All the lines of the report are collapsed, by default. To view the details of a line, click on a
-line to expand the data.
-
-Each skill has the following information listed:
-
-- :guilabel:`Employee`: name of the employee.
-- :guilabel:`Skill Type`: the category the skill falls under.
-- :guilabel:`Skill`: the specific, individual skill.
-- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
-- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
-  (based on the :guilabel:`Skill Level`).
-- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
-- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
-- :guilabel:`Justification`: any notes entered on the skill explaining the progress.
-
-.. image:: appraisals/skills-report.png
-   :align: center
-   :alt: A report showing all the skills grouped by employee.
-
 .. seealso::
-   :doc:`appraisals/goals`
+   - :doc:`appraisals/new_appraisals`
+   - :doc:`appraisals/goals`
+   - :doc:`appraisals/reporting`
 
 .. toctree::
    :titlesonly:
 
+   appraisals/new_appraisals
    appraisals/goals
+   appraisals/reporting

content/applications/hr/appraisals/new_appraisals.rst

@@ -0,0 +1,281 @@
+==============
+New appraisals
+==============
+
+To create a new appraisal for an employee, first navigate to the main *Appraisals* dashboard by
+opening the :menuselection:`Appraisals` app. The :guilabel:`Appraisals` dashboard is the default
+view.
+
+Appraisals dashboard
+====================
+
+All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on
+the left side of the dashboard, including :guilabel:`COMPANY`, :guilabel:`DEPARTMENT`, and
+:guilabel:`STATUS`.
+
+Click any grouping option to view appraisals for **only** the chosen selection.
+
+.. note::
+   Only groupings with multiple selections appear in the list. For example, if a database only has
+   one company, the :guilabel:`COMPANY` grouping does **not** appear, since there is no other
+   company to select.
+
+Each appraisal card displays the following information:
+
+- **Name**: the employee's name.
+- **Department**: the department the employee is associated with.
+- **Company**: the company the employee works for. This only appears in a multi-company
+  database.
+- **Date**: the date the appraisal was requested, or is scheduled for in the future.
+- **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
+  appraisal, such as *Meetings* or *Phone Calls*.
+- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right
+  corner of an appraisal card.
+- **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
+  either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
+  or has not been scheduled yet.
+
+To view the details of any appraisal, click on the card to open the appraisal form.
+
+.. image:: new_appraisals/dashboard.png
+   :align: center
+   :alt: The Appraisals dashboard with each appraisal in its own box.
+
+Create an appraisal
+===================
+
+To create a new appraisal, click the :guilabel:`New` button in the upper-left corner of the
+:guilabel:`Appraisals` dashboard. Doing so reveals a blank appraisal form. After entering a name in
+the first blank field, proceed to enter the following information on the form:
+
+- :guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is
+  responsible for completing the *Manager's Feedback* section of the appraisal. This field
+  auto-populates after the employee is selected, if they have a manager set on their employee
+  profile.
+- :guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is
+  automatically updated once the appraisal is completed or cancelled, with the corresponding date of
+  completion or cancellation.
+- :guilabel:`Department`: select the employee's department from the drop-down menu. This field
+  auto-populates after the employee is selected, if they have a department set on their employee
+  profile.
+- :guilabel:`Company`: select the employee's company from the drop-down menu. This field
+  auto-populates after the employee is selected, if they have a company set on their employee
+  profile.
+
+.. note::
+   The only required fields for the appraisal form are the employee's name, the :guilabel:`Manager`,
+   and the :guilabel:`Company`.
+
+Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request.
+
+Once confirmed, the employee receives an email stating that an appraisal was requested, and is then
+prompted to schedule an appraisal date.
+
+The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the
+:guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the
+self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once
+the appraisal request is confirmed.
+
+If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears
+at the top of the page, listing the total number of appraisals there are for the employee.
+
+Ask for feedback
+----------------
+
+As part of the appraisal process, the manager can request feedback on an employee from anyone in the
+company. Feedback is usually requested from co-workers and other people who interact with, or work
+with, the employee. This is to get a more well-rounded view of the employee, and aid in the
+manager's overall assessment.
+
+To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
+Feedback` button appears at the top of the form.
+
+When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form
+appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the
+:guilabel:`360 Feedback` survey.
+
+Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple
+employees may be selected.
+
+The email template has dynamic placeholders to personalize the message. Add any additional text to
+the email, if desired.
+
+If required, an :guilabel:`Answer Deadline` can be added, as well.
+
+If any attachments are needed, click the :icon:`fa-paperclip` :guilabel:`Attachments` button, and a
+file explorer window appears. Navigate to the file(s), select them, then click :guilabel:`Open`.
+
+When the email is ready to send, click :guilabel:`Send.`
+
+.. image:: new_appraisals/ask-feedback.png
+   :align: center
+   :alt: The email pop-up when requesting feedback from other employees.
+
+Appraisal form
+--------------
+
+Once an appraisal is confirmed, the next steps require the employee to fill out the self-assessment,
+after which the manager completes their assessment.
+
+.. _appraisals/employee-feedback:
+
+Employee's feedback
+~~~~~~~~~~~~~~~~~~~
+
+To complete their portion of feedback, employees should navigate to the main
+:menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for
+the employee, themselves, and/or anyone they manage and have to provide manager feedback for.
+
+Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's
+Feedback` section, under the :guilabel:`Appraisal` tab.
+
+When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an
+appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`.
+
+.. image:: new_appraisals/employee-feedback.png
+   :align: center
+   :alt: The feedback section for the employee with the toggle button highlighted.
+
+.. _appraisals/manager-feedback:
+
+Manager's feedback
+~~~~~~~~~~~~~~~~~~
+
+After the employee has completed the :guilabel:`Employee's Feedback` section, under the
+:guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback`
+section.
+
+The manager enters their responses in the fields in the :ref:`same manner as the employee
+<appraisals/employee-feedback>`.
+
+When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the
+default setting once an appraisal is confirmed). When clicked, the toggle changes to
+:guilabel:`Visible to Employee`.
+
+.. image:: new_appraisals/manager-feedback.png
+   :align: center
+   :alt: The feedback section for both employees and managers. The toggle buttons are highlighted.
+
+Skills tab
+~~~~~~~~~~
+
+Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The
+:guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee
+form <employees/skills>`, once an appraisal is confirmed.
+
+Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and
+:guilabel:`Justification` are displayed for each skill.
+
+Update any skills, or add any new skills to the :guilabel:`Skills` tab.
+
+If a skill level has increased, a reason for the improved rating can be entered into the
+:guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript
+certification`.
+
+.. seealso::
+   Refer to the :ref:`Create a new employee <employees/skills>` document for detailed instructions
+   on adding or updating a skill.
+
+After an appraisal is completed, and the skills have been updated, the next time an appraisal is
+confirmed, the updated skills populate the :guilabel:`Skills` tab.
+
+.. image:: new_appraisals/skills.png
+   :align: center
+   :alt: The skills tab of an appraisal form, all filled out.
+
+.. note::
+   The :guilabel:`Skills` tab can be modified **after** the employee and their manager have met and
+   discussed the employee's appraisal.
+
+   This is a common situation as the manager may not have all the necessary information to properly
+   assess and update the employee's skills before meeting.
+
+Private Note tab
+~~~~~~~~~~~~~~~~
+
+If managers want to leave notes that are only visible to other managers, they can be entered in the
+:guilabel:`Private Note` tab. This can be done before or after meeting with the employee to discuss
+the appraisal.
+
+The employee being evaluated does **not** have access to this tab, and the tab does **not** appear
+on their appraisal.
+
+Schedule a meeting
+------------------
+
+Once both portions of an appraisal are completed (the :ref:`employee <appraisals/employee-feedback>`
+and :ref:`manager <appraisals/manager-feedback>` feedback sections), it is time for the employee and
+manager to meet and discuss the appraisal.
+
+A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard,
+or from an individual appraisal card.
+
+To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to
+:menuselection:`Appraisals app --> Appraisals`.
+
+Click the :icon:`fa-clock-o` :guilabel:`(clock)` icon, beneath the appraisal date on the desired
+appraisal card, and a pop-up window appears. Then, click :icon:`fa-plus` :guilabel:`Schedule an
+activity` to create an activity from a :guilabel:`Schedule Activity` pop-up form that appears.
+
+Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so
+causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields
+appear.
+
+Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity`
+pop-up form, such as `Annual Appraisal for (Employee)`.
+
+Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to,
+and double-click on, the desired date and time for the meeting.
+
+Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired
+modifications, such as designating a :guilabel:`Start` time, or modifying the default
+:guilabel:`Title` to the meeting.
+
+Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should also be
+in the meeting, if necessary.
+
+To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus`
+:guilabel:`Odoo meeting`, and a :guilabel:`Videocall URL` link appears in the field.
+
+Once all the desired changes are complete, click :guilabel:`Save & Close`.
+
+The meeting now appears on the calendar, and the invited parties are informed, via email.
+
+.. image:: new_appraisals/meeting.png
+   :align: center
+   :alt: The meeting form with all information entered for Ronnie Hart's annual appraisal.
+
+The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to
+the :menuselection:`Appraisal app` dashboard, then click on an appraisal card.
+
+Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads.
+Follow the same directions above to create the meeting.
+
+For more detailed information on how to schedule activities, refer to the :doc:`activities
+<../../essentials/activities>` documentation.
+
+.. note::
+   If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`.
+
+Complete an appraisal
+=====================
+
+After the appraisal is complete, and both the manager and employee have met to discuss the
+appraisal, the appraisal can be marked as *Done*. When completed, click the :guilabel:`Mark as Done`
+button on the appraisal form, located in the top-left corner.
+
+Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disappears, and a
+:guilabel:`Reopen` button appears.
+
+.. tip::
+   Modifications are **not** possible once the appraisal is marked as done.
+
+   To make any changes to an appraisal that is marked as *Done*, click the :guilabel:`Reopen`
+   button.
+
+   Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
+   all modifications are complete, click the the :guilabel:`Mark as Done` button again.
+
+.. seealso::
+   - :doc:`../appraisals/goals`
+   - :doc:`../appraisals/reporting`

content/applications/hr/appraisals/reporting.rst

@@ -0,0 +1,130 @@
+=========
+Reporting
+=========
+
+In Odoo's *Appraisals* app, two metrics are tracked as appraisals are completed: an :ref:`appraisal
+analysis <appraisals/analysis-report>`, and a :ref:`skills evolution <appraisals/skills-report>`.
+
+.. _appraisals/analysis-report:
+
+Appraisal analysis
+------------------
+
+To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting
+--> Appraisal Analysis`.
+
+On the :guilabel:`Appraisal Analysis` page, there is a report of all the appraisals in the database,
+highlighted in different colors to represent their status.
+
+Appraisals in yellow are *Done*, appraisals in orange are in progress (the *Appraisal Sent*, but not
+completed), appraisals in red have been *Cancelled*, and appraisals in gray are scheduled *To Start*
+(according to the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet.
+
+The report displays the current year, in a default Gantt view, and is grouped by department.
+
+To change the period of time that is presented by default, adjust the date settings in the top-left
+of the report. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and
+:guilabel:`Year`. Use the arrows to move forward or backward in time.
+
+At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the
+view.
+
+The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
+the :guilabel:`Search...` bar at the top.
+
+.. image:: reporting/analysis.png
+   :align: center
+   :alt: A report showing all the appraisals for the Appraisal Analysis report.
+
+.. example::
+   Appraisals that have been cancelled appear in red on the :guilabel:`Appraisal Analysis` report,
+   but there is no preconfigured filter to show only cancelled appraisals.
+
+   To view only cancelled appraisals, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon
+   in the :guilabel:`Search...` bar.
+
+   Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section, and a
+   :guilabel:`Add Custom Filter` pop up window loads.
+
+   Using the drop-down menu, select :guilabel:`Status` for the first drop-down, then select
+   :guilabel:`Cancelled` for the third drop-down field. Click the :guilabel:`Add` button, and only
+   appraisals that have been cancelled appear.
+
+   .. image:: reporting/custom-filter.png
+      :align: center
+      :alt: The Custom Filter pop-up with the parameters set to only show cancelled appraisals.
+
+.. _appraisals/skills-report:
+
+Skills evolution
+----------------
+
+To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
+--> Skills Evolution`. The :guilabel:`Appraisal Skills Report` page displays a report of all skills,
+grouped by employee.
+
+Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from
+any ongoing appraisals that have **not** been finalized are **not** included in this report.
+
+All the lines of the report are collapsed, by default. To view the details of a line, click anywhere
+on a line to expand the data.
+
+Each skill has the following information listed:
+
+- :guilabel:`Employee`: name of the employee.
+- :guilabel:`Skill Type`: the category the skill falls under.
+- :guilabel:`Skill`: the specific, individual skill.
+- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
+- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
+  (based on the :guilabel:`Skill Level`).
+- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
+- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
+- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
+
+The color of the skill text indicates any changes from the previous appraisal. Skill levels that
+have increased since the last appraisal appear in green as an *Improvement*, skill levels that have
+not changed appear in black as *No Change*, and skills that have regressed appear in red as
+*Regression*.
+
+.. image:: reporting/skills-report.png
+   :align: center
+   :alt: A report showing all the skills grouped by employee.
+
+The report can have other :ref:`filters <search/filters>` and :ref:`groupings <search/group>` set in
+the :guilabel:`Search...` bar at the top.
+
+.. example::
+   Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be
+   difficult to find employees with a specific skill at a specific level. To find these employees,
+   a custom filter must be used.
+
+   To view only employees with an :guilabel:`Expert` level of the :guilabel:`Javascript` skill,
+   first remove any active filters in the :guilabel:`Search...` bar.
+
+   Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...`
+   bar, then click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section to load an
+   :guilabel:`Add Custom Filter` pop up window.
+
+   Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, then select
+   :guilabel:`Javascript` for the third drop-down field.
+
+   Next, click the :guilabel:`New Rule` button, and another line appears. In this second line,
+   select :guilabel:`Current Skill Level` for the first drop-down, then select :guilabel:`Expert`
+   for the third drop-down field.
+
+   After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` in the sentence
+   :guilabel:`Match any of the following rules:` changes from plain text into a drop-down menu.
+   Click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon after the word :guilabel:`any`, and
+   select :guilabel:`all`.
+
+   Finally, click the :guilabel:`Add` button, and only employees that have an :guilabel:`Expert`
+   level for the skill :guilabel:`Javascript` appear.
+
+   .. image:: reporting/javascript.png
+      :align: center
+      :alt: The Custom Filter pop-up with the parameters set to only show employees with expert
+            level for the skill javascript.
+
+.. seealso::
+   - :doc:`Odoo essentials reporting <../../essentials/reporting>`
+   - :doc:`../../essentials/search`