[IMP] orm: api.constraint deferred

[FIX] administration: correct Fedora version
The Odoo 17 and 18 RPM builds target Fedora 38 instead of 36: 16: https://github.com/odoo/odoo/blob/16.0/setup/package.dffedora#L3 17: https://github.com/odoo/odoo/blob/17.0/setup/package.dffedora#L3 18: https://github.com/odoo/odoo/blob/18.0/setup/package.dffedora#L3 Note that both Fedora 36 and 38 are EOL: https://docs.fedoraproject.org/en-US/releases/eol/ closes odoo/documentation#11953 X-original-commit: 24966a91c8 Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2025-02-04 11:37:08 +01:00 · 2025-02-04 06:26:45 +00:00 · 2025-02-04 05:08:13 +00:00 · 2025-02-03 18:50:55 +00:00 · 2025-02-03 14:06:10 +00:00 · 2025-01-31 17:50:18 +00:00
442 changed files with 16873 additions and 10437 deletions
@@ -21,7 +21,7 @@ copyright = 'Odoo S.A.'

 # `version` is the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
-# `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
+# `release` is the full version, including a/b/rc tags. Acts as replacement for |release|.
 version = release = 'master'

 # `current_branch` is the technical name of the current branch.
@@ -116,7 +116,7 @@ else:
    odoo.addons.__path__.append(str(odoo_dir) + '/addons')
    from odoo import release as odoo_release  # Don't collide with Sphinx's 'release' config option
    odoo_version = '.'.join(str(s) for s in odoo_release.version_info[:2]).replace('~', '-')  # Change saas~XX.Y to saas-XX.Y
-    odoo_version = 'master' if 'alpha' in odoo_release.version else odoo_version
+    odoo_version = 'master' if odoo_release.ALPHA in odoo_release.version_info else odoo_version
    if release != odoo_version:
        _logger.warning(
            "Found Odoo sources in %(directory)s but with version '%(odoo_version)s' incompatible "
@@ -231,6 +231,7 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
    'master': "Master",
+    'saas-18.1': "Odoo Online",
    '18.0': "Odoo 18",
    'saas-17.4': "Odoo Online",
    'saas-17.2': "Odoo Online",
@@ -64,4 +64,4 @@ The Odoo mobile apps are available for download on the `Google Play Store
 .. important::
   The iOS app cannot be updated and will be deprecated at some point in the future.

-While the store apps support multi-accounts, they are not compatible with SS0 authentication.
+While the store apps support multi-accounts, they are not compatible with SSO authentication.
@@ -132,7 +132,7 @@ be downloaded from the `Odoo download page <https://www.odoo.com/page/download>`
   .. group-tab:: Fedora

      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
+         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 38.

      Once downloaded, the package can be installed using the 'dnf' package manager:

@@ -31,6 +31,12 @@ This matrix shows the support status of every version.
     - On-Premise
     - Release date
     - End of support
+   * - Odoo SaaS 18.1
+     - |green|
+     - N/A
+     - N/A
+     - January 2025
+     -
   * - **Odoo 18.0**
     - |green|
     - |green|
@@ -38,17 +44,17 @@ This matrix shows the support status of every version.
     - October 2024
     - October 2027 (planned)
   * - Odoo SaaS 17.4
-     - |green|
+     - |red|
     - N/A
     - N/A
     - July 2024
-     -
+     - October 2024
   * - Odoo SaaS 17.2
-     - |green|
+     - |red|
     - N/A
     - N/A
     - April 2024
-     -
+     - October 2024
   * - **Odoo 17.0**
     - |green|
     - |green|
@@ -28,15 +28,13 @@ select a record, tick the checkbox next to the corresponding record. Finally, cl
 then :guilabel:`Export`.

 .. image:: export_import_data/list-view-export.png
-   :align: center
   :alt: View of the different things to enable/click to export data.

 When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with
 several options for the data to export:

 .. image:: export_import_data/export-data-overview.png
-   :align: center
-   :alt: Overview of options to consider when exporting data in Odoo..
+   :alt: Overview of options to consider when exporting data in Odoo.

 #. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
   only shows the fields that can be imported. This is helpful in the case where the :ref:`existing
@@ -87,7 +85,6 @@ data into an Odoo database.
   options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.

   .. image:: export_import_data/advanced-import.png
-      :align: center
      :alt: Advanced import options when developer mode is activated.

   If the model uses openchatter, the :guilabel:`Track history during import` option sets up
@@ -96,6 +93,8 @@ data into an Odoo database.
   Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields
   within a field are used to match under the :guilabel:`Odoo Field` while importing.

+.. _essentials/export_import_data/get-started:
+
 Get started
 -----------

@@ -103,30 +102,32 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or
 (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements,
 journal entries, and orders.

-Open the view of the object to which the data should be imported/populated, and click on
-:menuselection:`⚙️ (Action) --> Import records`.
+Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog`
+(:guilabel:`gear`) icon and select :guilabel:`Import records`.

 .. image:: export_import_data/import-button.png
-   :align: center
   :alt:  Action menu revealed with the import records option highlighted.

-After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
-downloaded and populated with the company's own data. Such templates can be imported in one click,
-since the data mapping is already done. To download a template click :guilabel:`Import Template for
-Customers` at the center of the page.
+Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to
+download a :ref:`template <essentials/export_import_data/adapt-a-template>` and populate it with
+the company's own data. Such templates can be imported in one click since the data mapping is
+already preconfigured.

-.. important::
-   When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
-   options. These options do **not** appear when importing the proprietary Excel file type (`.xls`,
-   `.xlsx`).
+To upload the downloaded template or your own file, follow the next steps:

-   .. image:: export_import_data/formatting.png
-      :align: center
-      :alt: Formatting options presented when a CVS file is imported in Odoo.
+#. Click :guilabel:`Upload Data File` and select the desired file.
+#. Adjust the :guilabel:`Formatting` options as needed (for CSV files only).
+#. Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate
+   :guilabel:`Odoo Field` and free of errors.
+#. (Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one.
+#. Click :guilabel:`Test` to verify that the data is valid.
+#. Click :guilabel:`Import`.

-Make necessary adjustments to the *Formatting* options, and ensure all columns in the
-:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click
-:guilabel:`Import` to import the data.
+.. note::
+   The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file
+   type (i.e., `.xls` or `.xlsx`).
+
+.. _essentials/export_import_data/adapt-a-template:

 Adapt a template
 ----------------
@@ -144,7 +145,6 @@ Once the template is downloaded, proceed to follow these steps:
  (ID) column.

 .. image:: export_import_data/dragdown.gif
-   :align: center
   :alt: An animation of the mouse dragging down the ID column, so each record has a unique ID.

 .. note::
@@ -153,7 +153,6 @@ Once the template is downloaded, proceed to follow these steps:
   Search the drop-down menu for the corresponding field.

   .. image:: export_import_data/field_list.png
-      :align: center
      :alt: Drop-down menu expanded in the initial import screen on Odoo.

   Then, use this field's label in the import file to ensure future imports are successful.
@@ -203,7 +202,6 @@ If this happens, check the :guilabel:`Show fields of relation fields (advanced)
 complete list of fields becomes available for each column.

 .. image:: export_import_data/field_list.png
-   :align: center
   :alt: Searching for the field to match the tax column.

 Change data import format
@@ -401,6 +399,33 @@ respective contacts:
 - :download:`Customers and their respective contacts
  <export_import_data/o2m_customers_contacts.csv>`

+Import image files
+------------------
+
+To import image files along with the :ref:`uploaded <essentials/export_import_data/get-started>`
+CSV or Excel file, follow the next steps:
+
+#. Add the image file names to the relevant :guilabel:`Image` column in the data file.
+#. :ref:`Upload the data file <essentials/export_import_data/get-started>` or reload it by
+   clicking :guilabel:`Load Data File`.
+#. Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section.
+#. Select the relevant image files. The number of files selected appears next to the button.
+#. Click :guilabel:`Test` to verify that all data is valid.
+#. Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically
+   link the uploaded images to the imported data file. If there is no match, the data file is
+   imported without any image.
+
+.. note::
+   - The :guilabel:`Files to import` section is enabled if your product template has an
+     :guilabel:`Image` column with all fields populated.
+   - The image file names in the data file must correspond to the uploaded image files.
+   - When importing a large number of images, you can specify the maximum batch size in megabytes
+     and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the
+     developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per
+     batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import`
+     section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud -
+     Acceptable Use Policy <https://www.odoo.com/acceptable-use>`_.
+
 Import records several times
 ----------------------------

@@ -4,7 +4,7 @@
 Bank and cash accounts
 ======================

-You can manage as many bank or cash accounts as needed on your database. Configuring them well
+You can manage as many bank or cash accounts as needed on your database. Configuring them correctly
 allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
 <bank/reconciliation>` with your journal entries.

@@ -21,22 +21,22 @@ which include action buttons.
 .. image:: bank/card.png
   :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons

-.. _bank_accounts/manage:
+.. _accounting/bank/manage:

-Manage your bank and cash accounts
-==================================
+Manage bank and cash accounts
+=============================

-Connect your bank for automatic synchronization
-----------------------------------------------
+Connect a bank for automatic synchronization
+--------------------------------------------

 To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration
--> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and
-follow the instructions.
+--> Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and follow the
+instructions.

 .. seealso::
   :doc:`bank/bank_synchronization`

-.. _bank_accounts/create:
+.. _accounting/bank/create:

 Create a bank account
 ---------------------
@@ -44,8 +44,9 @@ Create a bank account
 If your banking institution is not available in Odoo, or if you don't want to connect your bank
 account to your database, you can configure your bank account manually.

-To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks:
-Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form.
+To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Add a Bank
+Account`, click on :guilabel:`Record transactions manually` (at the bottom right), fill out the bank
+information, and click :guilabel:`Create`.

 .. note::
   - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features
@@ -61,7 +62,7 @@ To create a new cash journal, go to :menuselection:`Accounting --> Configuration
 Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field.

 For more information on the accounting information fields, read the
-:ref:`bank_accounts/configuration` section of this page.
+:ref:`accounting/bank/configuration` section of this page.

 .. note::
   A default cash journal is available and can be used straight away. You can review it by going to
@@ -73,7 +74,7 @@ Edit an existing bank or cash journal
 To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
 Journals` and select the journal you want to modify.

-.. _bank_accounts/configuration:
+.. _accounting/bank/configuration:

 Configuration
 =============
@@ -86,14 +87,23 @@ You can edit the accounting information and bank account number according to you
 .. seealso::
   - :doc:`get_started/multi_currency`
   - :doc:`bank/transactions`
+   - `Bank configuration <https://www.youtube.com/watch?v=tVhhXw-VnGE>`_

-.. _bank_accounts/suspense:
+.. _accounting/bank/suspense:

 Suspense account
 ----------------

-Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final
-reconciliation allows finding the right account.
+Bank statement transactions are posted on the suspense account until they are reconciled. At any
+moment, the suspense account's balance in the general ledger shows the balance of transactions that
+have not yet been reconciled.
+
+.. note::
+   When a bank transaction is reconciled, the journal entry is modified to replace the bank suspense
+   account with the account of the journal item it is reconciled with. This account is usually the
+   :ref:`outstanding receipts or payments account <accounting/bank/outstanding-accounts>` if
+   reconciling with a registered payment or the account receivable or payable if reconciling with
+   an invoice or bill directly.

 Profit and loss accounts
 ------------------------
@@ -105,7 +115,7 @@ register a loss when the ending balance of a cash register differs from what the
 Currency
 --------

-You can edit the currency used to enter the statements.
+You can edit the currency used to enter the transactions.

 .. seealso::
   :doc:`get_started/multi_currency`
@@ -114,7 +124,7 @@ Account number
 --------------

 If you need to **edit your bank account details**, click on the external link arrow next to your
-:guilabel:`Account Number`. On the new page, click on the external link arrow next to your
+:guilabel:`Account Number`. On the account page, click on the external link arrow next to your
 :guilabel:`Bank` and update your bank information accordingly. These details are used when
 registering payments.

@@ -124,12 +134,13 @@ registering payments.
 Bank feeds
 ----------

-:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:
+:guilabel:`Bank Feeds` defines how the bank transactions are registered. Three options are
+available:

 - :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will
  synchronize your bank account with your database or not.
 - :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import
-  your bank statement using a different format.
+  your bank statements and transactions using a different format.
 - :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized
  with your database.

@@ -137,53 +148,47 @@ Bank feeds
   - :doc:`bank/bank_synchronization`
   - :doc:`bank/transactions`

-.. _bank/outstanding-accounts:
+.. _accounting/bank/outstanding-accounts:

 Outstanding accounts
 ====================

-By default, payments are registered through transitory accounts named **outstanding accounts**,
-before being recorded in your bank account.
+By default, payments in Odoo do not create journal entries, but they can easily be configured to
+create journal entries using **outstanding accounts**.

- An **outstanding payments account** is where outgoing payments are posted until they are linked
-  with a withdrawal from your bank statement.
 - An **outstanding receipts account** is where incoming payments are posted until they are linked
-  with a deposit from your bank statement.
+  with incoming bank transactions.
+- An **outstanding payments account** is where outgoing payments are posted until they are linked
+  with outgoing bank transactions.

-These accounts should be of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets`.
+These accounts are usually of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets` and
+:guilabel:`Current Liabilities`.
+
+Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts
+until they are reconciled. At any moment, the outstanding receipts account's balance in the general
+ledger shows the balance of registered incoming payments that have not yet been reconciled, and the
+outstanding payments account's balance in the general ledger shows the balance of registered
+outgoing payments that have not yet been reconciled.
+
+Bank and cash journal configuration
+-----------------------------------
+
+To configure payments to create journal entries, set outstanding accounts for the journal's payment
+methods. This can be done for any journal with the :ref:`type <chart-of-account/type>`
+:guilabel:`Bank` or :guilabel:`Cash`.
+
+To configure the outstanding accounts for a journal's payment methods, first go to
+:menuselection:`Accounting --> Configuration --> Journals` and select a bank or cash journal. In the
+:guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, set :guilabel:`Outstanding
+Receipts accounts` and :guilabel:`Outstanding Payments accounts` for each payment method that you
+want to create journal entries.

 .. note::
-   The movement from an outstanding account to a bank account is done automatically when you
-   reconcile the bank account with a bank statement.
-
-Default accounts configuration
------------------------------
-
-The outstanding accounts are defined by default. If necessary, you can update them by going to
-:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your
-:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`.
-
-Bank and cash journals configuration
------------------------------------
-
-You can also set specific outstanding accounts for any journal with the :ref:`type
-<chart-of-account/type>` :guilabel:`Bank` or :guilabel:`Cash`.
-
-From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to
-configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing
-Payments` tab. To display the outstanding accounts column, click on the toggle button and check the
-:guilabel:`Outstanding Receipts/Payments accounts`, then update the account.
-
-.. image:: bank/toggle-button.png
-   :align: center
-   :alt: Select the toggle button and click on outstanding Accounts
-
-.. note::
-   - If you do not specify an outstanding payments account or an outstanding receipts account for a
-     specific journal, Odoo uses the default outstanding accounts.
-   - If your main bank account is added as an outstanding receipts account or outstanding payments
-     account, when a payment is registered, the invoice or bill's status is directly set to
-     :guilabel:`Paid`.
+   - If the main bank account of the journal is added as an outstanding receipts account or
+     outstanding payments account, when a payment is registered, the invoice or bill's status is
+     directly set to :guilabel:`Paid`.
+   - If the outstanding receipts or outstanding payments account for a payment method is left blank,
+     registering a payment with that payment method will not create any journal entry.

 .. toctree::
   :titlesonly:
@@ -192,5 +197,6 @@ Payments` tab. To display the outstanding accounts column, click on the toggle b
   bank/transactions
   bank/reconciliation
   bank/reconciliation_models
+   bank/internal_transfers
   bank/foreign_currency
   bank/loans
@@ -11,7 +11,7 @@ To check if your bank is compatible with Odoo, go to `Odoo Accounting Features
 <https://www.odoo.com/page/accounting-features>`_, and click on
 :guilabel:`See list of supported institutions`.

-Odoo supports more than 25,000 institutions around the world.
+Odoo supports more than 26,000 institutions around the world.

 To connect to the banks, Odoo uses multiple web-services:

@@ -0,0 +1,71 @@
+==================
+Internal transfers
+==================
+
+Internal money transfers can be handled in Odoo. At least two bank or cash accounts are needed to
+make internal transfers.
+
+.. seealso::
+   :ref:`How to add an additional bank account <accounting/bank/create>`
+
+Configuration
+=============
+
+An internal transfer account is automatically created on your database based on your company's
+:doc:`localization <../../fiscal_localizations>` and depending on your country’s legislation. To
+modify the default :guilabel:`Internal Transfer` account, go to :menuselection:`Accounting -->
+Configuration --> Settings` and scroll down to the :guilabel:`Default Accounts` section.
+
+Register an internal transfer from one bank to another
+======================================================
+
+When money is transferred from one bank or cash account to another, that amount appears as two
+transactions on the corresponding journals, whether the transactions are created manually, via
+import, or via :doc:`bank synchronization <bank_synchronization>`. When reconciling the transaction,
+select the :guilabel:`Internal Transfers` :doc:`reconciliation model <reconciliation_models>`
+button. This reconciliation model button writes the transaction off to the :guilabel:`Internal
+Transfer` account.
+
+.. tip::
+   Remember to reconcile the transaction for both the outgoing transaction on the journal that sends
+   the payment and the incoming transaction on the journal that receives the payment.
+
+.. example::
+   Take, for example, a transfer of $1000 from Bank A to Bank B:
+
+   - Bank journal (Bank A)
+
+     .. list-table::
+        :header-rows: 1
+        :stub-columns: 1
+
+        * - **Account**
+          - **Debit**
+          - **Credit**
+        * - Bank A account
+          -
+          - $1,000
+        * - **Internal transfer account**
+          - **$1,000**
+          -
+
+   - Bank journal (Bank B)
+
+
+     .. list-table::
+        :header-rows: 1
+        :stub-columns: 1
+
+        * - **Account**
+          - **Debit**
+          - **Credit**
+        * - Bank B account
+          - $1,000
+          -
+        * - **Internal transfer account**
+          -
+          - **$1,000**
+
+.. seealso::
+   :doc:`reconciliation`
+   :doc:`reconciliation_models`
@@ -15,7 +15,7 @@ for use at a later date:
  reduce/settle unpaid invoices/bills.

 .. seealso::
-   - :doc:`Internal transfers <payments/internal_transfers>`
+   - :doc:`Internal transfers <bank/internal_transfers>`
   - :doc:`bank/reconciliation`
   - `Odoo Tutorials: Bank Configuration
     <https://www.odoo.com/slides/slide/bank-configuration-6832>`_
@@ -27,10 +27,10 @@ Registering payment from an invoice or bill

 When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new
 journal entry and changes the amount due according to the payment amount. The counterpart is
-reflected in an :ref:`outstanding <bank/outstanding-accounts>` **receipts** or **payments** account.
-At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when
-the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill
-changes to the :guilabel:`Paid` status.
+reflected in an :ref:`outstanding <accounting/bank/outstanding-accounts>` **receipts** or
+**payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In
+payment`. Then, when the outstanding account is reconciled with a bank transaction line, the invoice
+or vendor bill changes to the :guilabel:`Paid` status.

 The :icon:`fa-info-circle` information icon next to the payment line displays more
 information about the payment. To access additional information, such as the related journal, click
@@ -51,8 +51,8 @@ information about the payment. To access additional information, such as the rel

 .. tip::
   If the main bank account is set as an :ref:`outstanding account
-   <bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
-   bank transaction), invoices and bills are directly registered as :guilabel:`Paid`.
+   <accounting/bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a
+   related bank transaction), invoices and bills are directly registered as :guilabel:`Paid`.

 .. _accounting/payments/not-tied:

@@ -184,7 +184,6 @@ finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`.
   payments/batch
   payments/batch_sdd
   payments/follow_up
-   payments/internal_transfers
   payments/pay_sepa
   payments/pay_checks
   payments/forecast
@@ -17,7 +17,7 @@ into account checks yet to be cashed.
   statement.

 .. seealso::
-   * :ref:`Outstanding accounts <bank/outstanding-accounts>`
+   * :ref:`Outstanding accounts <accounting/bank/outstanding-accounts>`
   * :ref:`Bank reconciliation <accounting/reconciliation>`

 .. _checks/outstanding-account:
@@ -1,73 +0,0 @@
-==================
-Internal transfers
-==================
-
-Internal money transfers can be handled in Odoo. At least two bank accounts are needed to make
-internal transfers.
-
-.. seealso::
-   :doc:`How to add an additional bank account <../bank>`
-
-Configuration
-=============
-
-An internal transfer account is automatically created on your database based on your company's
-localization and depending on your country’s legislation. To modify the default :guilabel:`Internal
-transfer account`, go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down
-to the :guilabel:`Default Accounts` section.
-
-Register an internal transfer from one bank to another
-======================================================
-
-If you want to transfer money from one bank to another, access the Accounting Dashboard, click the
-drop-down selection button (:guilabel:`⋮`) on the bank from which you want to make the transfer,
-then click :guilabel:`Payments`. Select or create a payment, tick the :guilabel:`Internal Transfer`
-checkbox, and select a :guilabel:`Destination Journal` before you :guilabel:`Confirm` the internal
-transfer.
-
-The money is now booked in the transfer account and another payment is automatically created in the
-destination journal.
-
-.. example::
-
-   - Bank journal (Bank A)
-
-     .. list-table::
-        :header-rows: 1
-        :stub-columns: 1
-
-        * - **Account**
-          - **Debit**
-          - **Credit**
-        * - Outstanding Payments account
-          -
-          - $1,000
-        * - **Internal transfer account**
-          - **$1,000**
-          -
-
-   - Bank journal (Bank B)
-
-
-     .. list-table::
-        :header-rows: 1
-        :stub-columns: 1
-
-        * - **Account**
-          - **Debit**
-          - **Credit**
-        * - Outstanding Receipts account
-          - $1,000
-          -
-        * - **Internal transfer account**
-          -
-          - **$1,000**
-
-   There is **one outstanding payment** and **one outstanding receipt** pending in your two bank
-   account journals because the bank statement confirming the sending and receiving of the money
-   has not been booked yet.
-
-Once this is done, you can book and reconcile your bank statement lines as usual.
-
-.. seealso::
-   :doc:`../bank/reconciliation`
@@ -6,12 +6,16 @@ Analytic accounting helps you track costs and revenues, as well as analyze the p
 project or service. When creating your journal entries, the analytic widget allows the distribution
 of costs in one or more analytic accounts.

+.. _accounting/analytic_accounting/configuration:
+
 Configuration
 =============

 Enable the :guilabel:`Analytic Accounting` feature by going to :menuselection:`Accounting -->
 Configuration --> Settings --> Analytics`.

+.. _accounting/analytic_accounting/analytic_accounts:
+
 Analytic accounts
 =================

@@ -25,14 +29,14 @@ and fill in the required information:
 - :guilabel:`Customer`: select the customer related to your project;
 - :guilabel:`Reference`: add a reference to make it easier to find the account when you are on your
  bill;
- :guilabel:`Plan`: add an :ref:`analytic plan <analytic_accounting/analytic_plans>`;
+- :guilabel:`Plan`: add an :ref:`analytic plan <accounting/analytic_accounting/analytic_plans>`;
 - :guilabel:`Company`: if you are managing multiple companies, select the company for which the
  analytic account will be used;
 - :guilabel:`Currency`: select the currency of the analytic account;

 Then, fill in your :doc:`budget <budget>` information.

-.. _analytic_accounting/analytic_plans:
+.. _accounting/analytic_accounting/analytic_plans:

 Analytic plans
 ==============
@@ -83,6 +87,8 @@ Two smart buttons are available in the top-right corner:
     :ref:`Analytic Distribution Models <analytic_distribution_models>`;
   - Each analytic plan must have at least one analytic account.

+.. _accounting/analytic_accounting/analytic-distribution:
+
 Analytic distribution
 =====================

@@ -98,6 +104,8 @@ accounts by modifying the percentage.

 .. _analytic_distribution_models:

+.. _accounting/analytic_accounting/analytic-distribution-models:
+
 Analytic distribution models
 ----------------------------

@@ -1,102 +1,170 @@
-================
+=======
+Budgets
+=======
+
+:ref:`Analytic budgets <accounting/budgets/analytic-budgets>` track specific activities and projects
+using analytic accounts, helping businesses make informed decisions about specific departments,
+projects, or other groups of transactions. In contrast, :ref:`financial budgets
+<accounting/budgets/financial>` are tied to the general ledger accounts that appear on the profit
+and loss and focus on the company's overall economic position.
+
+.. _accounting/budgets/analytic-budgets:
+
 Analytic budgets
 ================

-Managing budgets is an essential part of running a business. Budgets help people become more
-intentional with how money is spent and direct people to organize and prioritize their work to meet
-financial goals. They allow the planning of a desired financial outcome and then measure the actual
-performance against the plan. Odoo manages budgets using both **general** and **analytic accounts**.
+Analytic budgets allow for allocating and tracking income and expenses in detail, breaking down
+costs and revenues by specific projects, departments, or groups of transactions. Analytic budgets
+can be applied across various departments or projects to measure profitability and performance. Odoo
+manages analytic budgets using :doc:`analytic accounting <analytic_accounting>`.

-Configuration
-=============
+To activate the option for creating analytic budgets, go to :menuselection:`Accounting -->
+Configuration --> Settings`, and enable :guilabel:`Budget Management` in the :guilabel:`Analytics`
+section.

-Go to :menuselection:`Accounting --> Configuration --> Settings --> Analytics section`, and enable
-:guilabel:`Budget Management`.
+.. important::
+   Odoo structures budgets using :ref:`plans <accounting/analytic_accounting/analytic_plans>` and
+   :ref:`accounts <accounting/analytic_accounting/analytic_accounts>`, which must be configured
+   *before* creating a budget.

-Budgetary positions
-------------------
+.. _accounting/budgets/analytic-budget-set:

-Budgetary positions are lists of accounts for which you want to keep budgets (typically expense or
-income accounts).
+Set an analytic budget
+----------------------

-To define budgetary positions, go to :menuselection:`Accounting --> Configuration --> Management:
-Budgetary Positions` and :guilabel:`New`. Add a :guilabel:`Name` to your budgetary position and
-select the :guilabel:`Company` it applies to. Click :guilabel:`Add a line` to add one or more
-accounts.
+To create a new budget, go to :menuselection:`Accounting --> Accounting --> Analytic Budgets` and
+click :guilabel:`New`. Make sure the following fields are appropriately completed: :guilabel:`Budget
+Name`, :guilabel:`Period`, and :guilabel:`Budget Type`.
+
+Click :guilabel:`Add a line` in the :guilabel:`Budget Lines` tab to structure the budget with the
+:ref:`analytic plans <accounting/analytic_accounting/analytic_plans>` and :ref:`accounts
+<accounting/analytic_accounting/analytic_accounts>` previously created. While the :ref:`analytic
+plans <accounting/analytic_accounting/analytic_plans>` correspond to the column names, select the
+:ref:`analytic accounts <accounting/analytic_accounting/analytic_accounts>` to define the budget
+lines and set the amounts for each in the :guilabel:`Budgeted` column. Once all the budget lines are
+settled, click :guilabel:`Open`. If changes need to be made once the budget's status is
+:guilabel:`Open`, there are two options:
+
+- :guilabel:`Reset to Draft`: To overwrite the data, then reopen the budget.
+- :guilabel:`Revise`: A new budget will be created. Once it is :guilabel:`Open`, a :guilabel:`Rev`
+  reference is added to the :guilabel:`Budget Name`. The original budget is then
+  :guilabel:`Revised`.
+
+.. _accounting/budgets/analytic-budget-check:
+
+Check an analytic budget
+------------------------
+
+Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and
+:guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related
+:ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>` of journal
+items. When the :ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>`
+of a journal item within the budget's period is updated, the budget's columns for the analytic
+account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount
+reflects the current result according to the items of confirmed journal entries for the associated
+:ref:`analytic account <accounting/analytic_accounting/analytic_accounts>`. In contrast, the
+:guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any
+confirmed sales or purchase orders that have not yet been invoiced or billed.

 .. note::
-   Each budgetary position can have any number of accounts from the chart of accounts, though it
-   must have at least one.
+   - When a line in a request for quotation or purchase order includes an analytic distribution, a
+     :guilabel:`Budget` smart button appears, providing a link to the :ref:`budget report
+     <accounting/budgets/analytic-budget-reporting>` for more details.
+   - For :guilabel:`Open` budgets, if a request for quotation or a purchase order is created using
+     the associated analytic distribution and exceeds the allocated budget amount, the corresponding
+     purchase order line is highlighted in red.

-Use case
-========
+To reveal the :guilabel:`Theoretical` amount or percentage, use the :icon:`oi-settings-adjust`
+(:guilabel:`adjust settings`) icon in the :guilabel:`Budget Lines`' header. The
+:guilabel:`Theoretical` amount represents the amount of money that could theoretically have been
+spent or should have been received based on the current date relative to the start/end dates. Click
+:guilabel:`Details` to open a filtered view of the :ref:`budget report
+<accounting/budgets/analytic-budget-reporting>` related to that specific budget line.

-Let’s illustrate this with an example.
+.. image:: budget/budget.png
+   :alt: open budget with committed, achieved, and theoretical amounts

-We just started a project with *Smith & Co*, and we would like to budget the income and expenses of
-that project. We plan on having a revenue of 1000, and we don’t want to spend more than 700.
+.. note::
+   Deleting a budget is only allowed in the :guilabel:`Draft` and :guilabel:`Cancelled` stages.

-First, we need to define what accounts relate to our project’s expenses. Go to
-:menuselection:`Accounting --> Configuration --> Management: Budgetary positions`, and click
-:guilabel:`New` to add a position. Add the accounts wherein expenses will be booked.
+To view the budget lines of one or multiple budgets directly from the :guilabel:`Budgets` list view,
+select the budget(s) and click :guilabel:`Budget Lines`.

-.. image::  budget/smith-and-co-expenses.png
-   :align: center
-   :alt: display the Smith and Co expenses
+.. _accounting/budgets/analytic-budget-generate:

-Let's repeat the steps to create a budgetary position that reflects the revenue.
+Generate periodic budgets
+-------------------------

-.. image::  budget/smith-and-co-revenue.png
-   :align: center
-   :alt: display the Smith and Co revenue
+To create periodic budgets (monthly, quarterly, and yearly) for the selected :guilabel:`Analytic
+Plans`, click :guilabel:`Generate`. A new budget is created for each :guilabel:`Period` between the
+start and end dates:

-Analytical accounts
-------------------
+- If a single analytic plan is selected, each budget includes a line for each account in that
+  analytic plan.
+- If multiple analytic plans are selected, each budget includes a line for each account/analytic
+  plan combination.

-Odoo needs to know which costs or expenses are relevant to a specified budget, as the above general
-accounts may be used for different projects. Go to :menuselection:`Accounting --> Configuration -->
-Analytic Accounting: Analytic Accounts` and click :guilabel:`New` to add a new **Analytic Account**
-called *Smith & Co*.
+To generate periodic budgets, follow these steps:

-The :guilabel:`Plan` field has to be completed. Plans group multiple analytic accounts; they
-distribute costs and benefits to analyze business performance. **Analytic Plans** can be created or
-configured by going to :menuselection:`Accounting --> Configuration --> Analytic Accounting:
-Analytic Plans`.
+#. In the :guilabel:`Budgets` list view, click :guilabel:`Generate`.
+#. In the :guilabel:`Generate Budget` window, set the dates and select the :guilabel:`Period` and
+   the :guilabel:`Analytic Plans`.

-When creating a new customer invoice and/or vendor bill, you have to refer to this analytic account.
+   .. image:: budget/generate-budgets.png
+      :alt: all the options to generate periodical budgets

-.. image:: budget/analytic-accounts.png
-   :align: center
-   :alt: add analytic accounts in a new invoice or bill.
+#. Click :guilabel:`Split` to create the periodic budgets.
+#. Click :guilabel:`Budgets` in the top-left corner to return to the :guilabel:`Budgets` list view.
+#. One by one, click on the different periodic budgets with the :guilabel:`Draft` status to open
+   them and set the amounts in the :guilabel:`Budgeted` column for each analytic account linked to
+   the chosen analytic plans.
+#. Click :guilabel:`Open` for each periodic budget.

-Define the budget
-----------------
+.. _accounting/budgets/analytic-budget-reporting:

-Let’s set our targets. We specified that we expect to gain 1000 with this project, and we would like
-not to spend more than 700. Go to :menuselection:`Accounting --> Management: Budgets` and click
-:guilabel:`New` to create a new budget for *Smith & Co* project.
+Reporting
+---------

-First, fill in your :guilabel:`Budget Name`. Then, select the :guilabel:`Period` wherein the budget
-is applicable. Next, add the :guilabel:`Budgetary Position` you want to track, define the related
-:guilabel:`Analytic Account`, and add the :guilabel:`Planned Amount`.
+To perform various reporting actions, go to :menuselection:`Accounting --> Reporting -->
+Budget Report`, then:

-.. image:: budget/define-the-budget.png
-   :align: center
-   :alt: budget lines display
+- Track, analyze, and compare budget data.
+- Filter and group data using the :icon:`fa-plus-square` (:guilabel:`plus-square`) or
+  :icon:`fa-minus-square` :guilabel:`(minus-square)` icon.
+- Drill down into the report to see more details on the actual amounts and transactions.
+- Export the data for further analysis or reporting needs.

-.. Note::
-   When recording a planned amount related to expenses, the amount must be negative.
+.. _accounting/budgets/financial:

-Check your budget
-----------------
+Financial budgets
+=================

-Go to :menuselection:`Accounting --> Management: Budgets` and find the *Smith & Co* Project to see
-how it evolves according to the expenses or income for the related analytic account.
+Financial budgets are structured around specific income and expense accounts and transactions for
+official financial reporting and compliance purposes.

-The :guilabel:`Practical Amount` evolves when a new journal entry related to your analytic account
-and an account from your budgetary position is created.
+.. note::
+   Financial budgets are available on the :ref:`Profit and Loss
+   <accounting/reporting/profit-and-loss>` report.

-The :guilabel:`Theoretical Amount` represents the amount of money you theoretically could have spent
-or should have received based on the date. For example, suppose your budget is 1200 for 12 months
-(January to December), and today is 31 of January. In that case, the theoretical amount will be 100
-since this is the actual amount that could have been made.
+.. _accounting/budgets/financial-budget-set:
+
+Set a financial budget
+----------------------
+
+To create a new financial budget, follow these steps:
+
+#. Go to :menuselection:`Accounting --> Reporting --> Profit and Loss` to open the
+   :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` report.
+#. Click the :icon:`fa-calendar` :guilabel:`(calendar)` button to use the date selector and choose a
+   period.
+#. Click the :icon:`fa-bar-chart` :guilabel:`Budget` button and name the budget. A new column
+   labeled with the budget name will appear next to the :guilabel:`Balance` column.
+#. Assign amounts to each account requiring analysis.
+#. A new :guilabel:`%` column will appear to the right of the new budget column, indicating the
+   current status.
+
+Different financial budgets can be created using these steps for comparison purposes.
+
+.. note::
+   The date selector enables the division of periods and navigation between periods, automatically
+   updating the amounts accordingly.
@@ -35,9 +35,6 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde
 - :guilabel:`Reminder`: define when Odoo should remind you to submit your tax return;
 - :guilabel:`Journal`: select the journal in which to record the tax return.

-.. image:: tax_returns/tax_return_periodicity.png
-   :align: center
-   :alt: Configure how often tax returns have to be made in Odoo Accounting

 .. note::
   This is usually configured during the :doc:`app's initial set up <../get_started>`.
@@ -53,16 +50,11 @@ You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` t
 invoice and bill.

 .. image:: tax_returns/tax_return_grids.png
-   :align: center
   :alt: see which tax grids are used to record transactions in Odoo Accounting

 To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`,
 and open the tax you want to modify. There, you can edit your tax settings, along with the tax
-grids that are used to record invoices or credit notes.
-
-.. image:: tax_returns/tax_return_taxes.png
-   :align: center
-   :alt: Configure taxes and their tax grids in Odoo Accounting
+grids that are used to record invoices or refunds.

 .. note::
   Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package
@@ -76,40 +68,41 @@ Close a tax period

 .. _tax-returns/lock-date:

-Tax Lock Date
+Tax lock date
 -------------

-Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values
-moved to the next open tax period. This is useful to make sure that no change can be made to a
-report once its period is closed.
+Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax
+values moved to the next open tax period. This is useful to make sure that no change can be made to
+a report once its period is closed.

 Therefore, we recommend locking your tax date before working on your
 :guilabel:`Closing Journal Entry`.
 This way, other users cannot modify or add transactions that would have an impact on the
 :guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors.

-To check the current :guilabel:`Tax Lock Date`, or to edit it, go to
-:menuselection:`Accounting --> Accounting --> Actions: Lock Dates`.
-
-.. image:: tax_returns/tax_return_lock.png
-   :align: center
-   :alt: Lock your tax for a specific period in Odoo Accounting
+To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to
+:menuselection:`Accounting --> Accounting --> Lock Dates`.

 .. _tax-returns/report:

-Tax Report
+Tax return
 ----------

 Once all the transactions involving taxes have been posted for the period you want to report, open
-your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting -->
-Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the
-date filter, this way you can have an overview of your tax report. From this view, you can easily
-access different formats of your tax report, such as `PDF` and XLSX. These include all the values to
-report to the tax authorities, along with the amount you have to pay or be refunded.
+the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax
+Return`. Select the period you want to declare using the date filter to have an overview of the tax
+return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo
+automatically proposes the details of the journal entry. Make any necessary changes and click
+:guilabel:`Post`.

-.. image:: tax_returns/tax_return_report.png
-   :align: center
-   :alt: download the PDF with your Tax Report in Odoo Accounting
+From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the
+:icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of
+the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`)
+icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the
+:guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`.
+
+The report includes all the values to report to the tax authorities, along with the amount to be
+paid or refunded.

 .. note::
   If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then
@@ -43,7 +43,7 @@ Before closing a fiscal year, ensure first everything is accurate and up-to-date
 - Validate all :doc:`expenses <../../expenses>`, ensuring their accuracy.
 - Corroborate that all :doc:`received payments <../payments>` have been encoded and recorded
  accurately.
- Close all :ref:`suspense accounts <bank_accounts/suspense>`.
+- Close all :ref:`suspense accounts <accounting/bank/suspense>`.
 - Book all :doc:`depreciation <../vendor_bills/assets>` and :doc:`deferred revenue
  <../customer_invoices/deferred_revenues>` entries.

@@ -91,9 +91,10 @@ To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings
 and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
 :guilabel:`View My Services`.

-.. important::
-   If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to
-   test the feature.
+.. note::
+   Enterprise Odoo users with a valid subscription get free credits to test IAP features before
+   deciding to purchase more credits for the database. This includes demo/training databases,
+   educational databases, and one-app-free databases.

 .. seealso::
   - `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_
@@ -187,17 +187,17 @@ Fiscal localization modules are available for the countries listed below.
   fiscal_localizations/mexico
   fiscal_localizations/netherlands
   fiscal_localizations/new_zealand
-   fiscal_localizations/romania
   fiscal_localizations/peru
   fiscal_localizations/philippines
+   fiscal_localizations/romania
   fiscal_localizations/saudi_arabia
   fiscal_localizations/singapore
   fiscal_localizations/spain
   fiscal_localizations/switzerland
   fiscal_localizations/thailand
-   fiscal_localizations/vietnam
   fiscal_localizations/united_arab_emirates
   fiscal_localizations/united_kingdom
   fiscal_localizations/united_states
   fiscal_localizations/uruguay
+   fiscal_localizations/vietnam
   fiscal_localizations/employment_hero
--- a/Show More
+++ b/Show More