[IMP] accounting/l10n_ar: liquidity product direct sales

Link to GDrive images folder: https://drive.google.com/drive/folders/1qWtbGewR3LxDKs21QpMEPhCKEovVyoKx?usp=drive_link

Co-authored-by: XPL <xpl@odoo.com>

.tx/config

@@ -21,6 +21,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
+[o:odoo:p:odoo-17-doc:r:essentials]
+file_filter            = locale/<lang>/LC_MESSAGES/essentials.po
+source_file            = locale/sources/essentials.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = essentials
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:finance]
 file_filter            = locale/<lang>/LC_MESSAGES/finance.po
 source_file            = locale/sources/finance.pot
@@ -41,6 +51,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
+[o:odoo:p:odoo-17-doc:r:hr]
+file_filter            = locale/<lang>/LC_MESSAGES/hr.po
+source_file            = locale/sources/hr.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = hr
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:index]
 file_filter            = locale/<lang>/LC_MESSAGES/index.po
 source_file            = locale/sources/index.pot
@@ -111,6 +131,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
+[o:odoo:p:odoo-17-doc:r:studio]
+file_filter            = locale/<lang>/LC_MESSAGES/studio.po
+source_file            = locale/sources/studio.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = studio
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:websites]
 file_filter            = locale/<lang>/LC_MESSAGES/websites.po
 source_file            = locale/sources/websites.pot

Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/17.0
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)

conf.py

@@ -22,7 +22,7 @@ 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|.
-version = release = 'master'
+version = release = '17.0'
 
 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -233,8 +233,11 @@ languages_names = {
     'es': 'ES',
     'fr': 'FR',
     'it': 'IT',
+    'ko': 'KO',
     'nl': 'NL',
     'pt_BR': 'PT',
+    'ro': 'RO',
+    'sv': 'SV',
     'uk': 'UA',
     'zh_CN': 'ZH (CN)',
     'zh_TW': 'ZH (TW)'
@@ -445,7 +448,7 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         """
         _current_lang = app.config.language or 'en'
         # Replace the context value by its upper-cased value ("FR" instead of "fr")
-        context['language'] = languages_names.get(_current_lang)
+        context['language'] = languages_names.get(_current_lang, _current_lang.upper())
         context['language_code'] = _current_lang
 
         # If the list of languages is not set, assume that the project has no alternate language

content/administration/hosting.rst

@@ -20,7 +20,7 @@ To Odoo Online
    - Odoo Online is *not* compatible with **non-standard apps**.
    - The database's current version must be :doc:`supported <supported_versions>`.
 
-#. Create a :ref:`duplicate <duplicate_premise>` of the database.
+#. Create a :ref:`duplicate of the database <on-premise/duplicate>`.
 #. In this duplicate, uninstall all **non-standard apps**.
 #. Use the database manager to grab a *dump with filestore*.
 #. `Submit a support ticket <https://www.odoo.com/help>`_ including the following:
@@ -59,6 +59,11 @@ Transferring an Odoo Online database
       Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database
       manager <https://www.odoo.com/my/databases/>`_ to display its version number.
 
+   .. warning::
+      If there is an active Odoo subscription linked to the database being migrated, reach out to
+      the Customer Service Manager or `submit a support ticket <https://www.odoo.com/help>`_  to
+      complete the subscription transfer.
+
 To on-premise
 -------------
 

content/administration/on_premise.rst

@@ -7,159 +7,110 @@ On-premise
 Register a database
 ===================
 
-To register your database, you just need to enter your Subscription Code in the
-banner in the App Switcher. Make sure you do not add extra spaces before or after
-your subscription code. If the registration is successful, it will turn green and
-will provide you with the Expiration Date of your freshly-registered database. You
-can check this Expiration Date in the About menu (Odoo 9) or in the Settings Dashboard
-(Odoo 10).
+To register your database, enter your subscription code in the banner in the app dashboard. If the
+registration is successful, the banner will turn green and display the database expiration date.
 
-Registration Error Message
---------------------------
+.. tip::
+   The expiration date is also displayed at the bottom of the Settings page.
 
-If you are unable to register your database, you will likely encounter this
-message:
-
-.. image:: on_premise/error_message_sub_code.png
-   :alt: Something went wrong while registering your database, you can try again or contact Odoo
-         Help
-
-Solutions
-~~~~~~~~~
-
-* Do you have a valid Enterprise subscription?
-
-  * Check if your subscription details get the tag "In Progress" on
-    your `Odoo Account
-    <https://accounts.odoo.com/my/subscription>`__ or with your Account Manager
-
-* Have you already linked a database with your subscription reference?
-
-  * You can link only one database per subscription.
-    (Need a test or a development database? `Find a partner
-    <https://www.odoo.com/partners>`__)
-
-  * You can unlink the old database yourself on your `Odoo Contract
-    <https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
-
-    .. image:: on_premise/unlink_single_db.png
-
-    A confirmation message will appear; make sure this is the correct database as
-    it will be deactivated shortly:
-
-    .. image:: on_premise/unlink_confirm_enterprise_edition.png
-
-* Do you have the updated version of Odoo 9?
-
-  * From July 2016 onward, Odoo 9 now automatically change the uuid of a
-    duplicated database; a manual operation is no longer required.
-
-  * If it's not the case, you may have multiple databases sharing the same
-    UUID. Please check on your `Odoo Contract
-    <https://accounts.odoo.com/my/subscription>`__, a short message will appear
-    specifying which database is problematic:
-
-    .. image:: on_premise/unlink_db_name_collision.png
-
-    In this case, you need to change the UUID on your test databases to solve this
-    issue. You will find more information about this in :ref:`this section <duplicate_premise>`.
-
-    For your information, we identify database with UUID. Therefore, each database
-    should have a distinct UUID to ensure that registration and invoicing proceed
-    effortlessly for your and for us.
-
-* Check your network and firewall settings
-
-  * The Update notification must be able to reach Odoo's subscription
-    validation servers. In other words, make sure that the Odoo server is able
-    to open outgoing connections towards:
-
-      * services.odoo.com on port 443 (or 80)
-      * services.openerp.com on port 443 (or 80) for older deployments
-
-  * Once you activated your database, you must keep these ports open, as the
-    Update notification runs once a week.
-
-Error message due to too many users
------------------------------------
-
-If you have more users in your local database than provisionned in your
-Odoo Enterprise subscription, you may encounter this message:
-
-.. image:: on_premise/add_more_users.png
-   :alt: This database will expire in X days, you have more users than your subscription allows
-
-
-When the message appears you have 30 days before the expiration.
-The countdown is updated everyday.
-
-Solutions
-~~~~~~~~~
-
-- **Add more users** on your subscription: follow the link and Validate
-  the upsell quotation and pay for the extra users.
-- **Deactivate users** as explained in this `documentation <documentation.html#deactivating-users>`_
-  and **Reject** the upsell quotation.
-
-Once your database has the correct number of users, the expiration message
-will disappear automatically after a few days, when the next verification occurs.
-We understand that it can be a bit frightening to see the countdown,
-so you can :ref:`force an Update Notification <force_ping>`  to make the message disappear
-right away.
-
-Database expired error message
-------------------------------
-
-If your database reaches its expiration date before your renew your subscription,
-you will encounter this message:
-
-.. image:: on_premise/database_expired.png
-   :alt: This database has expired.
-
-This **blocking** message appears after a non-blocking message that lasts 30 days.
-If you fail to take action before the end of the countdown, the database is expired.
-
-Solutions
-~~~~~~~~~
-
-* Renew your subscription: follow the link and renew your subscription - note that
-    if you wish to pay by Wire Transfer, your subscription will effectively be renewed
-    only when the payment arrives, which can take a few days. Credit card payments are
-    processed immediately.
-* Contact our `Support <https://www.odoo.com/help>`__
-
-None of those solutions worked for you? Please contact our
-`Support <https://www.odoo.com/help>`__
-
-.. _force_ping:
-
-.. _duplicate_premise:
+.. _on-premise/duplicate:
 
 Duplicate a database
 ====================
 
-You can duplicate your database by accessing the database manager on your
-server (<odoo-server>/web/database/manager). In this page, you can easily
-duplicate your database (among other things).
+Duplicate a database by accessing the database manager on your server
+(`<odoo-server>/web/database/manager`). Typically, you want to duplicate your production database
+into a neutralized testing database. It can be done by checking the neutralize box when prompted,
+which executes all :file:`neutralize.sql` scripts for every installed module.
 
-.. image:: on_premise/db_manager.gif
+Common error messages and solutions
+===================================
 
-When you duplicate a local database, it is **strongly** advised to change
-the duplicated database's uuid (Unniversally Unique Identifier), since this
-uuid is how your database identifies itself with our servers. Having two
-databases with the same uuid could result in invoicing problems or registration
-problems down the line.
+Registration error
+------------------
 
-.. note::
-   From July 2016 onward, Odoo 9 now automatically change the uuid of a duplicated database; a
-   manual operation is no longer required.
+In case of a registration error, the following message should be displayed.
 
-The database uuid is currently accessible from the menu :menuselection:`Settings --> Technical -->
-System Parameters`, we advise you to use a `uuid generator <https://www.uuidtools.com>`_ or to
-use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
-other record by clicking on it and using the edit button.
+.. image:: on_premise/error-message-sub-code.png
+   :alt: Database registration error message
 
-.. image:: on_premise/db_uuid.png
+To resolve the issue:
+
+- Check the **validity of your Odoo Enterprise subscription** by verifying if your subscription
+  details have the tag :guilabel:`In Progress` on your `Odoo Account
+  <https://accounts.odoo.com/my/subscription>`_ or contact your Account Manager.
+
+- Ensure that **no other database is linked** to the subscription code, as only one database can be
+  linked per subscription.
+
+  .. tip::
+     If a test or a development database is needed, you can :ref:`duplicate a database
+     <on-premise/duplicate>`.
+
+- Verify that **no databases share the same UUID** (Universally Unique Identifier) by opening your
+  `Odoo Contract <https://accounts.odoo.com/my/subscription>`_. If two or more databases share the
+  same UUID, their name will be displayed.
+
+  .. image:: on_premise/unlink-db-name-collision.png
+     :alt: Database UUID error message
+
+  If that is the case, manually change the database(s) UUID or `send a support ticket
+  <https://www.odoo.com/help>`_.
+
+- As the update notification must be able to reach Odoo's subscription validation servers, ensure
+  your **network and firewall settings** allow the Odoo server to open outgoing connections
+  towards:
+
+  - `services.odoo.com` on port `443` (or `80`)
+  - for older deployments, `services.openerp.com` on port `443` (or `80`)
+
+  These ports must be kept open even after registering a database, as the update notification runs
+  once a week.
+
+Too many users error
+--------------------
+
+If you have more users in a local database than provisioned in your Odoo Enterprise subscription,
+the following message should be displayed.
+
+.. image:: on_premise/add-more-users.png
+   :alt: Too many users on a database error message
+
+When the message appears, you have 30 days to act before the database expires. The countdown is
+updated every day.
+
+To resolve the issue, either:
+
+- **Add more users** to your subscription by clicking the :guilabel:`Upgrade your subscription` link
+  displayed in the message to validate the upsell quotation and pay for the extra users.
+- :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
+
+.. important::
+   If you are on a monthly subscription plan, the database will automatically update to reflect the
+   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
+   database. You can create the upsell quotation by clicking the banner to update the subscription
+   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
+
+Once your database has the correct number of users, the expiration message disappears automatically
+after a few days, when the next verification occurs.
+
+Database expired error
+----------------------
+
+If your database expires before you renew your subscription, the following message should be
+displayed.
+
+.. image:: on_premise/database-expired.png
+   :alt: Database expired error message
+
+This message appears if you fail to act before the end of the 30-day countdown.
+
+To resolve the issue, either:
+
+- Click the :guilabel:`Renew your subscription` link displayed in the message and complete the
+  process. If you pay by wire transfer, your subscription will be renewed when the payment arrives
+  which can take a few days. Credit card payments are processed immediately.
+- `Send a support ticket <https://www.odoo.com/help>`_.
 
 .. toctree::
 

content/administration/on_premise/deploy.rst

@@ -9,7 +9,7 @@ internet.
 
 .. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!
 
-.. _db_filter:
+.. _dbfilter:
 
 dbfilter
 ========
@@ -573,12 +573,12 @@ security-related topics:
 
 - Use appropriate database filters ( :option:`--db-filter <odoo-bin --db-filter>`)
   to restrict the visibility of your databases according to the hostname.
-  See :ref:`db_filter`.
+  See :ref:`dbfilter`.
   You may also use :option:`-d <odoo-bin -d>` to provide your own (comma-separated)
   list of available databases to filter from, instead of letting the system fetch
   them all from the database backend.
 
-- Once your ``db_name`` and ``db_filter`` are configured and only match a single database
+- Once your ``db_name`` and ``dbfilter`` are configured and only match a single database
   per hostname, you should set ``list_db`` configuration option to ``False``, to prevent
   listing databases entirely, and to block access to the database management screens
   (this is also exposed as the :option:`--no-database-list <odoo-bin --no-database-list>`
@@ -722,7 +722,7 @@ management screens.
   the system administrator, including provisioning of new databases and automated backups.
 
 Be sure to setup an appropriate ``db_name`` parameter
-(and optionally, ``db_filter`` too) so that the system can determine the target database
+(and optionally, ``dbfilter`` too) so that the system can determine the target database
 for each request, otherwise users will be blocked as they won't be allowed to choose the
 database themselves.
 

content/applications/essentials/export_import_data.rst

@@ -2,166 +2,246 @@
 Export and import data
 ======================
 
+In Odoo, it is sometimes necessary to export or import data for running reports, or for data
+modification. This document covers the export and import of data into and out of Odoo.
+
+.. important::
+   Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This
+   can occur with large exports, or in cases where the import file is too large. To circumvent this
+   limitation surrounding the size of the records, process exports or imports in smaller batches.
+
 .. _export-data:
 
 Export data from Odoo
 =====================
 
-When working with a database, it sometimes is necessary to export your data in a distinct file.
-Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy
-reporting tool with each available application).
+When working with a database, it is sometimes necessary to export data in a distinct file. Doing so
+can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with
+each available application.
 
-With Odoo, you can export the values from any field in any record. To do so,
-activate the list view on the items that need to be exported, click on *Action*, and, then,
-on *Export*.
+With Odoo, the values can be exported from any field in any record. To do so, activate the list view
+(:guilabel:`≣ (four horizontal lines)` icon), on the items that need to be exported, and then
+select the records that should be exported. To select a record, tick the checkbox next to the
+corresponding record. Finally, click on :guilabel:`⚙️ Action`, and 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
+   :alt: View of the different things to enable/click to export data.
 
-Pretty simple, this action still comes with some specificities. In fact,
-when clicking on *Export*, a pop-up window appears with several
-options for the data to export:
+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 all the options to take into account when exporting data in Odoo
+   :alt: Overview of options to consider when exporting data in Odoo..
 
-#. With the *I want to update data* option ticked, the system only
-   shows the fields which can be imported. This is very helpful in
-   case you want to update existing records. Basically, this works
-   like a filter. Leaving the box unticked gives way more field
-   options because it shows all the fields, not just the ones which
-   can be imported.
-#. When exporting, you can choose between two formats: .csv and .xls.
-   With .csv, items are separated with a comma, while .xls holds information about all the
-   worksheets in a file, including both content and formatting.
-#. Those are the items you may want to export. Use the arrows to display
-   more sub-field options. Of course, you can use the search bar to
-   find specific fields more easily. To use the search option more
-   efficiently, display all the fields by clicking on all the
-   arrows!
-#. The + button is there to add fields to the "to export" list.
-#. The "handles" next to the selected fields allow you to move the fields up and down to
-   change the order in which they must be displayed in the exported
-   file.
-#. The trashcan is there if you need to remove fields.
-#. For recurring reports, it might be interesting to save export presets.
-   Select all the needed ones and click on the template bar.
-   There, click on *New template* and give a name to yours. The
-   next time you need to export the same list, simply select the
-   related template.
+#. 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 existing
+   records need to be updated. This works like a filter. Leaving the box unticked, gives many more
+   field options because it shows all the fields, not just the ones that can be imported.
+#. When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`,
+   items are separated by a comma, while `.xls` holds information about all the worksheets in a
+   file, including both content and formatting.
+#. These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display
+   more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the
+   :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to
+   display all fields.
+#. The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to
+   export` list.
+#. The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the
+   fields up and down, to change the order in which they are displayed in the exported file.
+   Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon.
+#. The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash
+   can)` icon to remove the field.
+#. For recurring reports, it is helpful to save export presets. Select all the needed fields, and
+   click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a
+   unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the
+   configuration. The next time the same list needs to be exported, select the related template that
+   was previously saved from the drop-down menu.
 
 .. tip::
-   It’s good to keep the field’s external identifier in mind. For example,
-   *Related Company* is equal to *parent_id*. Doing so helps export
-   only what you would like to import next.
+   It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
+   in the export user interface is equal to *parent_id* (external identifier). This is helpful
+   because then, the only data exported is what should be modified and re-imported.
 
 .. _import-data:
 
 Import data into Odoo
 =====================
 
-How to start
-------------
+Importing data into Odoo is extremely helpful during implementation, or in times where data needs to
+be updated in bulk. The following documentation covers how to import data into an Odoo database.
 
-You can import data on any Odoo's business object using either Excel
-(.xlsx) or CSV (.csv) formats:
-contacts, products, bank statements, journal entries and even orders!
+.. warning::
+   Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created
+   on` or `last modified`) to identify records changed or created by the import.
 
-Open the view of the object you want to populate and click on :menuselection:`Favorites --> Import
-records`.
+.. tip::
+   Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left
+   menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two
+   options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
 
-.. image:: export_import_data/import_button.png
+   .. 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
+   subscriptions and sends notifications during the import, but leads to a slower import.
+
+   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.
+
+Get started
+-----------
+
+Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV
+(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`.
+
+.. image:: export_import_data/import-button.png
    :align: center
+   :alt:  Action menu revealed with the import records option highlighted.
 
-There you are provided with templates you can easily populate
-with your own data. Such templates can be imported in one click;
-The data mapping is already done.
+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.
 
-How to adapt the template
--------------------------
+.. 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`).
 
-* Add, remove and sort columns to fit at best your data structure.
-* We advise to not remove the **ID** one (see why in the next section).
-* Set a unique ID to every single record by dragging down the ID sequencing.
+   .. image:: export_import_data/formatting.png
+      :align: center
+      :alt: Formatting options presented when a CVS file is imported in Odoo.
+
+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.
+
+Adapt a template
+----------------
+
+Import templates are provided in the import tool of the most common data to import (contacts,
+products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*,
+*OpenOffice*, *Google Drive*, etc.).
+
+Once the template is downloaded, proceed to follow these steps:
+
+- Add, remove, and sort columns to best fit the data structure.
+- It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the
+  next section).
+- Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID`
+  (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.
 
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field in Odoo. Don't worry! You can map
-  new columns manually when you test the import. Search the list for the
-  corresponding field.
+.. note::
+   When a new column is added, Odoo may not be able to map it automatically, if its label does not
+   fit any field within Odoo. However, new columns can be mapped manually when the import is tested.
+   Search the drop-down menu for the corresponding field.
 
-    .. image:: export_import_data/field_list.png
-       :align: center
+   .. 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 your file in order to make it work
-  straight on the very next time.
+   Then, use this field's label in the import file to ensure future imports are successful.
 
-How to import from another application
---------------------------------------
+.. tip::
+   Another useful way to find out the proper column names to import is to export a sample file
+   using the fields that should be imported. This way, if there is not a sample import template,
+   the names are accurate.
 
-In order to re-create relationships between different records,
-you should use the unique identifier from the original application
-and map it to the **ID** (External ID) column in Odoo.
-When you import another record that links to the first one,
-use **XXX/ID** (XXX/External ID) to the original unique identifier.
-You can also find this record using its name but you will be stuck
-if at least 2 records have the same name.
+Import from another application
+-------------------------------
 
-The **ID** will also be used to update the original import
-if you need to re-import modified data later,
-it's thus good practice to specify it whenever possible.
+The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one
+from previous software to facilitate the transition to Odoo.
 
+Setting an ID is not mandatory when importing, but it helps in many cases:
 
-I cannot find the field I want to map my column to
---------------------------------------------------
+- Update imports: import the same file several times without creating duplicates.
+- :ref:`Import relation fields <export_import_data/relation-fields>`.
 
-Odoo tries to find with some heuristic, based on the first ten lines of
-the files, the type of field for each column inside your file.
-For example if you have a column only containing numbers,
-only the fields that are of type *Integer* will be displayed for you
-to choose from.
-While this behavior might be good and easy for most cases,
-it is also possible that it goes wrong or that you want to
-map your column to a field that is not proposed by default.
+To recreate relationships between different records, the unique identifier from the original
+application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo.
 
-If that happens, you just have to check the
-** Show fields of relation fields (advanced)** option,
-you will then be able to choose from the complete list of fields for each column.
+When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for
+the original unique identifier. This record can also be found using its name.
+
+.. warning::
+   It should be noted that there will be a conflict if two or more records have the same name.
+
+The :guilabel:`External ID` (ID) can also be used to update the original import, if modified data
+needs to be re-imported later, therefore, it is a good practice to specify it whenever possible.
+
+Field missing to map column
+---------------------------
+
+Odoo heuristically tries to find the type of field for each column inside the imported file, based
+on the first ten lines of the files.
+
+For example, if there is a column only containing numbers, only the fields with the *integer* type
+are presented as options.
+
+While this behavior might be beneficial in most cases, it is also possible that it could fail, or
+the column may be mapped to a field that is not proposed by default.
+
+If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a
+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.
 
-Where can I change the date import format?
-------------------------------------------
-
-Odoo can automatically detect if a column is a date, and it will try to guess the date format from a
-set of most commonly used date formats. While this process can work for many date formats, some date
-formats will not be recognized. This can cause confusion due to day-month inversions; it is
-difficult to guess which part of a date format is the day and which part is the month in a date such
-as '01-03-2016'.
-
-To view which date format Odoo has found from your file you can check the **Date Format** that is
-shown when clicking on **Options** under the file selector. If this format is incorrect you can
-change it to your liking using the *ISO 8601* to define the format.
+Change data import format
+-------------------------
 
 .. note::
-   If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the
-   display of dates in excel is different from the way it is stored. That way you will be sure that
-   the date format is correct in Odoo whatever your locale date format is.
+   Odoo can automatically detect if a column is a date, and tries to guess the date format from a
+   set of most commonly used date formats. While this process can work for many date formats, some
+   date formats are not recognizable. This can cause confusion, due to day-month inversions; it is
+   difficult to guess which part of a date format is the day, and which part is the month, in a
+   date, such as `01-03-2016`.
 
-Can I import numbers with currency sign (e.g.: $32.00)?
--------------------------------------------------------
+When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
+options.
 
-Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with
-currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you
-use (you can change those under **options**). If you use a currency symbol that is not known to
-Odoo, it might not be recognized as a number though and it will crash.
+To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is
+shown when clicking on options under the file selector. If this format is incorrect, change it to
+the preferred format using *ISO 8601* to define the format.
 
-Examples of supported numbers (using thirty-two thousands as an example):
+.. important::
+   *ISO 8601* is an international standard, covering the worldwide exchange, along with the
+   communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`.
+   So, in the case of July 24th 1981, it should be written as `1981-07-24`.
+
+.. tip::
+   When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This
+   maintains locale date formats for display, regardless of how the date is formatted in Odoo. When
+   importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section
+   to select the date format columns to import.
+
+Import numbers with currency signs
+----------------------------------
+
+Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with
+currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is
+used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the
+import crashes.
+
+.. note::
+   When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu
+   appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be
+   changed.
+
+Examples of supported numbers (using 'thirty-two thousand' as the figure):
 
 - 32.000,00
 - 32000,00
@@ -176,156 +256,191 @@ Example that will not work:
 - ABC 32.000,00
 - $ (32.000,00)
 
-What can I do when the Import preview table isn't displayed correctly?
-----------------------------------------------------------------------
+.. important::
+   A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value.
+   The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a
+   negative currency value.
 
-By default the Import preview is set on commas as field separators and quotation marks as text
-delimiters. If your csv file does not have these settings, you can modify the File Format Options
-(displayed under the Browse CSV file bar after you select your file).
+Import preview table not displayed correctly
+--------------------------------------------
 
-Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You
-will need to change the file format options in your spreadsheet application. See the following
-question.
+By default, the import preview is set on commas as field separators, and quotation marks as text
+delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify
+the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV
+(Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file).
 
-How can I change the CSV file format options when saving in my spreadsheet application?
----------------------------------------------------------------------------------------
+.. important::
+   If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does
+   **not** detect the separations. The file format options need to be modified in the spreadsheet
+   application. See the following :ref:`Change CSV file format <export_import_data/change-csv>`
+   section.
 
-If you edit and save CSV files in spreadsheet applications, your computer's regional settings will
-be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as
-they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the
-box 'Edit filter settings' --> Save`).
+.. _export_import_data/change-csv:
 
-Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As'
-dialog box --> click 'Tools' dropdown list --> Encoding tab`).
+Change CSV file format in spreadsheet application
+-------------------------------------------------
 
-What's the difference between Database ID and External ID?
-----------------------------------------------------------
+When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the
+computer's regional settings are applied for the separator and delimiter. Odoo suggests using
+*OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from
+*LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter
+settings' --> Save`).
+
+Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box -->
+'Tools' drop-down menu --> Encoding tab`).
+
+Difference between Database ID and External ID
+----------------------------------------------
 
 Some fields define a relationship with another object. For example, the country of a contact is a
-link to a record of the 'Country' object. When you want to import such fields, Odoo will have to
-recreate links between the different records. To help you import such fields, Odoo provides three
-mechanisms. You must use one and only one mechanism per field you want to import.
+link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links
+between the different records. To help import such fields, Odoo provides three mechanisms.
 
-For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:
+.. important::
+   **Only one** mechanism should be used per field that is imported.
 
-- Country: the name or code of the country
-- Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column
-- Country/External ID: the ID of this record referenced in another application (or the .XML file
-  that imported it)
+For example, to reference the country of a contact, Odoo proposes three different fields to import:
 
-For the country Belgium, you can use one of these 3 ways to import:
+- :guilabel:`Country`: the name or code of the country
+- :guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL
+  column
+- :guilabel:`Country/External ID`: the ID of this record referenced in another application (or the
+  `.XML` file that imported it)
 
-- Country: Belgium
-- Country/Database ID: 21
-- Country/External ID: base.be
+For the country of Belgium, for example, use one of these three ways to import:
 
-According to your need, you should use one of these 3 ways to reference records in relations. Here
-is when you should use one or the other, according to your need:
+- :guilabel:`Country`: `Belgium`
+- :guilabel:`Country/Database ID`: `21`
+- :guilabel:`Country/External ID`: `base.be`
 
-- Use Country: This is the easiest way when your data come from CSV files that have been created
-  manually.
-- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as
-  it's main advantage is to never have conflicts (you may have several records with the same name,
+According to the company's need, use one of these three ways to reference records in relations. Here
+is an example when one or the other should be used, according to the need:
+
+- Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated
+  Values)` files that have been created manually.
+- Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers
+  as the main advantage is to never have conflicts (there may be several records with the same name,
   but they always have a unique Database ID)
-- Use Country/External ID: Use External ID when you import data from a third party application.
+- Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party
+  application.
 
-When you use External IDs, you can import CSV files with the "External ID" column to define the
-External ID of each record you import. Then, you will be able to make a reference to that record
-with columns like "Field/External ID". The following two CSV files give you an example for Products
-and their Categories.
+When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the
+:guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported.
+Then, a reference can be made to that record with columns, like `Field/External ID`. The following
+two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories.
 
-:download:`CSV file for categories
-<export_import_data/External_id_3rd_party_application_product_categories.csv>`.
+- :download:`CSV file for categories
+  <export_import_data/External_id_3rd_party_application_product_categories.csv>`
+- :download:`CSV file for Products
+  <export_import_data/External_id_3rd_party_application_products.csv>`
 
-:download:`CSV file for Products
-<export_import_data/External_id_3rd_party_application_products.csv>`.
+.. _export_import_data/relation-fields:
 
-What can I do if I have multiple matches for a field?
------------------------------------------------------
+Import relation fields
+----------------------
 
-If for example you have two product categories with the child name "Sellable" (ie. "Misc.
-Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import
-your data. However, we recommend you do not import the data because they will all be linked to the
-first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We
-recommend you modify one of the duplicates' values or your product category hierarchy.
+An Odoo object is always related to many other objects (e.g. a product is linked to product
+categories, attributes, vendors, etc.). To import those relations, the records of the related object
+need to be imported first, from their own list menu.
 
-However if you do not wish to change your configuration of product categories, we recommend you use
-make use of the external ID for this field 'Category'.
+This can be achieved by using either the name of the related record, or its ID, depending on the
+circumstances. The ID is expected when two records have the same name. In such a case add `/ ID`
+at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`).
 
-How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
------------------------------------------------------------------------------------------
+Options for multiple matches on fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-The tags should be separated by a comma without any spacing. For example, if you want your customer
-to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer"
-in the same column of your CSV file.
+If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc.
+Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be
+imported. However, Odoo recommends that the data is not imported because it will all be linked to
+the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`).
+Odoo, instead, recommends modifying one of the duplicate's values, or the product category
+hierarchy.
 
-:download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
+However, if the company does not wish to change the configuration of product categories, Odoo
+recommends making use of the *External ID* for this field, 'Category'.
 
+Import many2many relationship fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
--------------------------------------------------------------------------------------
+The tags should be separated by a comma, without any spacing. For example, if a customer needs to be
+linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded
+in the same column of the :abbr:`CSV (Comma-separated Values)` file.
 
-If you want to import sales order having several order lines; for each order line, you need to
-reserve a specific row in the CSV file. The first order line will be imported on the same row as the
-information relative to order. Any additional lines will need an additional row that does not have
-any information in the fields relative to the order. As an example, here is
-``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import,
-based on demo data.
+- :download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
 
-:download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`.
+Import one2many relationships
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-The following CSV file shows how to import purchase orders with their respective purchase order
-lines:
+If a company wants to import a sales order with several order lines, a specific row **must** be
+reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line
+is imported on the same row as the information relative to order. Any additional lines need an
+additional row that does not have any information in the fields relative to the order.
 
-:download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`.
+As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be
+imported, based on demo data:
 
-The following CSV file shows how to import customers and their respective contacts:
+- :download:`File for some Quotations
+  <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`
 
-:download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`.
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with
+their respective purchase order lines:
 
-Can I import several times the same record?
--------------------------------------------
+- :download:`Purchase orders with their respective purchase order lines
+  <export_import_data/o2m_purchase_order_lines.csv>`
 
-If you import a file that contains one of the column "External ID" or "Database ID", records that
-have already been imported will be modified instead of being created. This is very useful as it
-allows you to import several times the same CSV file while having made some changes in between two
-imports. Odoo will take care of creating or modifying each record depending if it's new or not.
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their
+respective contacts:
 
-This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your
-favorite spreadsheet application.
+- :download:`Customers and their respective contacts
+  <export_import_data/o2m_customers_contacts.csv>`
 
-What happens if I do not provide a value for a specific field?
+Import records several times
+----------------------------
+
+If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`,
+records that have already been imported are modified, instead of being created. This is extremely
+useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several
+times, while having made some changes in between two imports.
+
+Odoo takes care of creating or modifying each record, depending if it is new or not.
+
+This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records
+in a spreadsheet application.
+
+Value not provided for a specific field
+---------------------------------------
+
+If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined
+field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file,
+Odoo sets the empty value in the field, instead of assigning the default value.
+
+Export/import different tables from an SQL application to Odoo
 --------------------------------------------------------------
 
-If you do not set all fields in your CSV file, Odoo will assign the default value for every non
-defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY
-value in the field, instead of assigning the default value.
+If data needs to be imported from different tables, relations need to be recreated between records
+belonging to different tables. For instance, if companies and people are imported, the link between
+each person and the company they work for needs to be recreated.
 
-How to export/import different tables from an SQL application to Odoo?
-----------------------------------------------------------------------
+To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a
+record is the unique identifier of this record in another application. The `External ID` must be
+unique across all records of all objects. It is a good practice to prefix this `External ID` with
+the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')
 
-If you need to import data from different tables, you will have to recreate relations between
-records belonging to different tables. (e.g. if you import companies and persons, you will have to
-recreate the link between each person and the company they work for).
+As an example, suppose there is an SQL database with two tables that are to be imported: companies
+and people. Each person belongs to one company, so the link between a person and the company they
+work for must be recreated.
 
-To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External
-ID" of a record is the unique identifier of this record in another application. This "External ID"
-must be unique across all the records of all objects, so it's a good practice to prefix this
-"External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of
-'1')
+Test this example, with a :download:`sample of a PostgreSQL database
+<export_import_data/database_import_test.sql>`.
 
-As an example, suppose you have a SQL database with two tables you want to import: companies and
-persons. Each person belong to one company, so you will have to recreate the link between a person
-and the company he work for. (If you want to test this example, here is a :download:`dump of such a
-PostgreSQL database <export_import_data/database_import_test.sql>`)
-
-We will first export all companies and their "External ID". In PSQL, write the following command:
+First, export all companies and their *External ID*. In PSQL, write the following command:
 
 .. code-block:: sh
 
    > copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
 
-This SQL command will create the following CSV file:
+This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:
 
 .. code-block:: text
 
@@ -334,13 +449,14 @@ This SQL command will create the following CSV file:
    company_2,Organi,True
    company_3,Boum,True
 
-To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:
+To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the
+following SQL command in PSQL:
 
 .. code-block:: sh
 
     > copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
 
-It will produce the following CSV file:
+It produces the following :abbr:`CSV (Comma-separated Values)` file:
 
 .. code-block:: text
 
@@ -350,62 +466,13 @@ It will produce the following CSV file:
    person_3,Eric,False,company_2
    person_4,Ramsy,False,company_3
 
-As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and
-Eric is working for the Organi company. The relation between persons and companies is done using the
-External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a
-conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the
-original database).
+In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is
+working for the Organi company. The relation between people and companies is done using the
+*External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a
+conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in
+the original database).
 
 The two files produced are ready to be imported in Odoo without any modifications. After having
-imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are
-linked to the first company). You must first import the companies and then the persons.
-
-How to adapt an import template
-===============================
-
-Import templates are provided in the import tool of the most common data to
-import (contacts, products, bank statements, etc.).
-You can open them with any spreadsheets software (Microsoft Office,
-OpenOffice, Google Drive, etc.).
-
-How to customize the file
-=========================
-
-* Remove columns you don't need. We advise to not remove the *ID* one (see
-  why here below).
-* Set a unique ID to every single record by dragging down the ID sequencing.
-
-  .. image:: export_import_data/dragdown.gif
-     :align: center
-
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field of the system.
-  If so, find the corresponding field using the search.
-
-    .. image:: export_import_data/field_list.png
-       :align: center
-
-  Then, use the label you found in your import template in order to make it work
-  straight away the very next time you try to import.
-
-Why an “ID” column
-==================
-
-The **ID** (External ID) is an unique identifier for the line item.
-Feel free to use the one of your previous software to ease the transition to Odoo.
-
-Setting an ID is not mandatory when importing but it helps in many cases:
-
-* Update imports: you can import the same file several times without creating duplicates;
-* Import relation fields (see here below).
-
-How to import relation fields
-=============================
-
-An Odoo object is always related to many other objects (e.g. a product is linked
-to product categories, attributes, vendors, etc.). To import those relations you need to
-import the records of the related object first from their own list menu.
-
-You can do it using either the name of the related record or its ID. The ID is expected when
-two records have the same name. In such a case add " / ID" at the end of the column title
-(e.g. for product attributes: Product Attributes / Attribute / ID).
+imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three
+companies (the first two contacts are linked to the first company). Keep in mind to first import
+the companies, and then the people.

content/applications/finance/accounting/customer_invoices.rst

@@ -47,9 +47,7 @@ Draft invoices
 --------------
 
 The system generates invoice which are initially set to the Draft state.
-While these invoices
-
-remain unvalidated, they have no accounting impact within the system.
+While these invoices remain unvalidated, they have no accounting impact within the system.
 There is nothing to stop users from creating their own draft invoices.
 
 Let's create a customer invoice with following information:

content/applications/finance/accounting/taxes.rst

@@ -307,6 +307,32 @@ directly to a product line.
    .. image:: taxes/list-sequence.png
       :alt: The taxes' sequence in Odoo determines which tax is applied first
 
+Extra taxes
+===========
+
+"Extra taxes" is a broad term referring to additional taxes beyond the standard or basic taxes
+imposed by governments. These extra taxes can be **luxury** taxes, **environmental** taxes,
+**import** or **export duties** taxes, etc.
+
+.. note::
+   The method to compute these taxes varies across different countries. We recommend consulting your
+   country's regulations to understand how to calculate them for your business.
+
+To compute an extra tax in Odoo, :ref:`create a tax <taxes/configuration>`, enter a tax name, select
+a :ref:`Tax Computation <taxes/configuration>`, set an :guilabel:`Amount`, and in the
+:guilabel:`Advanced Options` tab, check :guilabel:`Affect Base of Subsequent Taxes`. Then, drag and
+drop the taxes in the :ref:`order they should be computed <taxes/base-subsequent>`.
+
+.. example::
+   - In Belgium, the formula to compute an environmental tax is: `(product price + environmental
+     tax) x sales tax`. Therefore, our environmental tax has to come *before* the sales tax in the
+     computation sequence.
+   - In our case, we created a 5% environmental tax (Ecotax) and put it *before* the Belgian base
+     tax of 21%.
+
+   .. image:: taxes/ecotax.png
+      :alt: Environmental tax sequence in Belgium.
+
 .. seealso::
   - :doc:`taxes/fiscal_positions`
   - :doc:`taxes/B2B_B2C`

content/applications/finance/fiscal_localizations.rst

@@ -93,12 +93,11 @@ available on Odoo.
 - :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
 - Lithuania - Accounting
 - :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
-- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
 - Maroc - Accounting
 - :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
 - Mongolia - Accounting
 - :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
-- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
+- New Zealand - Accounting
 - Norway - Accounting
 - OHADA - Accounting
 - Pakistan - Accounting
@@ -147,10 +146,8 @@ available on Odoo.
    fiscal_localizations/italy
    fiscal_localizations/kenya
    fiscal_localizations/luxembourg
-   fiscal_localizations/malaysia
    fiscal_localizations/mexico
    fiscal_localizations/netherlands
-   fiscal_localizations/new_zealand
    fiscal_localizations/romania
    fiscal_localizations/peru
    fiscal_localizations/philippines
@@ -162,4 +159,3 @@ available on Odoo.
    fiscal_localizations/vietnam
    fiscal_localizations/united_arab_emirates
    fiscal_localizations/united_kingdom
-   fiscal_localizations/employment_hero

content/applications/finance/fiscal_localizations/argentina.rst

@@ -41,11 +41,13 @@ localization:
      - `l10n_ar_edi`
      - Includes all technical and functional requirements to generate electronic invoices via web
        service, based on the AFIP regulations.
-   * - :guilabel:`Argentinean eCommerce`
+   * - :ref:`Argentinean eCommerce <argentina/ecommerce-electronic-invoicing>`
      - `l10n_ar_website_sale`
      - (optional) Allows the user to see Identification Type and AFIP Responsibility in the
        eCommerce checkout form in order to create electronic invoices.
 
+.. _argentina/configure-your-company:
+
 Configure your company
 ----------------------
 
@@ -549,6 +551,8 @@ When creating a :guilabel:`Credit Note` we can have two scenarios:
    :align: center
    :alt: FCE: Es Cancelación?
 
+.. _argentina/invoice-printed-report:
+
 Invoice printed report
 ~~~~~~~~~~~~~~~~~~~~~~
 
@@ -872,6 +876,145 @@ The menu also displays critical information related to these operations, such as
 - The :guilabel:`Journal` in which the check is currently registered
 - The **partner** associated with the operation (either customer or vendor).
 
+.. _argentina/ecommerce-electronic-invoicing:
+
+Ecommerce electronic invoicing
+------------------------------
+
+
+:ref:`Install <general/install>` the *Argentinian eCommerce* (`l10n_ar_website_sale`) module to
+enable the following features and configurations:
+
+- Clients being able to create online accounts for eCommerce purposes.
+- Support for required fiscal fields in the eCommerce application.
+- Receive payments for sale orders online.
+- Generate electronic documents from the eCommerce application.
+
+Configuration
+~~~~~~~~~~~~~
+
+Once all of the configurations are made for the Argentinian :ref:`electronic invoice
+<argentina/configure-your-company>` flow, it is also necessary to complete certain configurations to
+integrate the eCommerce flow.
+
+Client account registration
+***************************
+
+To configure your website for client accounts, follow the instructions in the :doc:`checkout
+<../../websites/ecommerce/checkout_payment_shipping/checkout>` documentation.
+
+Automatic invoice
+*****************
+
+Configure your website to generate electronic documents in the sales process by navigating to
+:menuselection:`Website --> Configuration --> Settings` and activating the :guilabel:`Automatic
+Invoice` feature in the :guilabel:`Invoicing` section to automatically generate the required
+electronic documents when the online payment is confirmed.
+
+.. image:: argentina/l10nar-automatic-invoicing-ecommerce.png
+   :align: center
+   :alt: Feature activated to invoice automatically.
+
+Since an online payment needs to be confirmed for the :guilabel:`Automatic Invoice` feature to
+generate the document, a :doc:`payment provider <../payment_providers>` **must** be configured for
+the related website.
+
+Products
+********
+
+To allow your products to be invoiced when an online payment is confirmed, navigate to the desired
+product from :menuselection:`Website --> eCommerce --> Products`. In the :guilabel:`General
+Information` tab, set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define
+the desired :guilabel:`Customer Taxes`.
+
+Invoicing flow for eCommerce
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Once the configurations mentioned above are all set, clients can complete the following required
+steps in the *Argentinian eCommerce* flow to input fiscal fields in the checkout process.
+
+Fiscal fields are available for input in the checkout process once the :guilabel:`Country` field is
+set as `Argentina`. Inputting the fiscal data enables the purchase to conclude in the corresponding
+electronic document.
+
+.. image:: argentina/l10nar-fiscal-fields-ar-ecommerce.png
+   :align: center
+   :alt: Fiscal required fields for electronic invoicing.
+
+When the client makes a successful purchase and payment, the necessary invoice is generated with
+the corresponding layout and fiscal stamps stated in the :ref:`Invoice printed report
+<argentina/invoice-printed-report>`.
+
+.. seealso::
+   :doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`
+
+Liquidity product direct sales
+------------------------------
+
+Liquidity product direct sales are used for sales involving third parties. For such
+sales, the seller and the proprietary company of the goods can each register their corresponding
+sales and purchases.
+
+.. note::
+   :ref:`Install <general/install>` the *Argentinian Electronic Invoicing* module (`l10n_ar_edi`) to
+   use this feature.
+
+Configuration
+~~~~~~~~~~~~~
+
+Purchase journal
+****************
+
+A purchase journal is needed to generate an electronic vendor bill with a document type *Liquidity
+Product*. This journal needs to be synchronized with the AFIP as it will be used to generate the
+liquidity product electronic document.
+
+To modify the existing purchase journal or create a new one, navigate to :menuselection:`Accounting
+--> Configuration --> Journals`. Then, select the existing purchase journal or click the
+:guilabel:`New` button, and fill in the following required information:
+
+- :guilabel:`Type`: select :guilabel:`Purchase`.
+- :guilabel:`Use Documents`: check this field to to be able select the electronic document type.
+- :guilabel:`Is AFIP POS`: check this field to be able to generate electronic documents.
+- :guilabel:`AFIP POS System`: select :guilabel:`Electronic Invoice - Web Service` from the
+  drop-down menu in order to send the electronic document to AFIP via web service.
+- :guilabel:`AFIP POS Number`: is the number configured in the AFIP to identify the operations
+  related to this AFIP POS.
+- :guilabel:`AFIP POS Address`: is the field related to the commercial address registered for the
+  POS, which is usually the same address as the company. For example, if a company has multiple
+  stores (fiscal locations) then the AFIP will require the company to have one AFIP POS per
+  location. This location will be printed in the invoice report.
+
+.. image:: argentina/l10n-ar-purchase-journal.png
+   :align: center
+   :alt: l10n_ar Purchase Journal Configuration.
+
+Sales journal
+*************
+
+A sales journal is needed to register the invoice when a product is sold to a third party that will
+then sell the same product. This journal will not be synced with AFIP as the invoice will not be
+electronic.
+
+To modify the existing sales journal or create a new one, navigate to
+:menuselection:`Accounting --> Configuration --> Journals`. Then, selecting the sales journal or
+click the :guilabel:`New` button, and fill in the following required information:
+
+- :guilabel:`Type`: select :guilabel:`Sales`.
+- :guilabel:`Use Documents`: check this field on the journal to select the electronic document type
+  (in this case the electronic invoice).
+
+.. image:: argentina/l10n-ar-sales-journal.png
+   :align: center
+   :alt: l10n_ar Sales Journal Configuration.
+
+Invoicing flow
+~~~~~~~~~~~~~~
+
+Once the configurations are all set, the *Liquidity Product Vendor Bill* will be generated by the
+company that is selling the product on behalf of another party. For example, a distributor of a
+specific product.
+
 Reports
 =======
 
@@ -889,11 +1032,10 @@ VAT reports
 Sales VAT book
 ~~~~~~~~~~~~~~
 
-In this report, all the sales are recorded, 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 in a `.zip` file :guilabel:`VAT BOOK (ZIP)`
-button in the top left, which contains `.txt` files to upload in the AFIP portal.
+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
@@ -902,8 +1044,9 @@ button in the top left, which contains `.txt` files to upload in the AFIP portal
 Purchases VAT book
 ~~~~~~~~~~~~~~~~~~
 
-The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file :guilabel:`VAT BOOK
-(ZIP)` button in the top left, which contains `.txt` files to upload in the AFIP portal.
+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
@@ -912,7 +1055,7 @@ The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file :guil
 VAT summary
 ~~~~~~~~~~~
 
-Pivot table designed to check the monthly VAT totals. This report is for internal usage, it is not
+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
@@ -926,7 +1069,7 @@ IIBB - Sales by jurisdiction
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 Pivot table where you can validate the gross income in each jurisdiction. Affidavit for the
-corresponding taxes to pay, therefore it is not sent to the AFIP.
+corresponding taxes to pay; and therefore, it is not sent to the AFIP.
 
 .. image:: argentina/iibb-sales-jurisdiction.png
    :align: center
@@ -936,7 +1079,7 @@ IIBB - Purchases by jurisdiction
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 Pivot table where you can validate the gross purchases in each jurisdiction. Affidavit for the
-corresponding taxes to pay, therefore it is not sent to the AFIP.
+corresponding taxes to pay; and therefore, it is not sent to the AFIP.
 
 .. image:: argentina/iibb-purchases-jurisdiction.png
    :align: center

content/applications/finance/fiscal_localizations/australia.rst

@@ -35,6 +35,9 @@ Configuration
      - `l10n_account_customer_statements`
      - Allows the management and sending of monthly customer statements from the partner ledger and
        the contact form. Also used in New Zealand.
+   * - :guilabel:`Employment Hero Australian Payroll`
+     - `l10n_au_keypay`
+     - Synchronises all pay runs from Employment Hero with Odoo’s journal entries.
 
 .. _australia/coa:
 
@@ -858,12 +861,70 @@ from the batch.
 
 .. _australia/employment-hero:
 
-Employment Hero payroll
-=======================
+Employment Hero Australian Payroll
+==================================
 
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
+If your business is already up and running with `Employment Hero <https://employmenthero.com/>`_,
+you can use our connector as an alternative payroll solution.
+
+The Employment Hero module synchronises payslip accounting entries (e.g., expenses, social charges,
+liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done
+in Employment Hero. We only record the **journal entries** in Odoo.
 
 .. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Australia**,
-   use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.com.au/`.
+   KeyPay was rebranded as **Employment Hero** in March 2023.
+
+Configuration
+-------------
+
+#. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Australian Payroll` module
+   (`l10n_au_keypay`).
+#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
+   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
+   Integration`.
+
+   .. image:: australia/employment-hero-integration.png
+      :alt: Enabling Employment Hero Integration in Odoo Accounting displays new fields in the
+            settings
+
+   - You can find the API Key in the :guilabel:`My Account` section of the Employment Hero platform.
+
+     .. image:: australia/employment-hero-myaccount.png
+        :alt: "Account Details" section on the Employment Hero dashboard
+
+   - The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`.
+
+     .. warning::
+        Do not change the **pre-filled Payroll URL**
+
+   - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
+
+     .. image:: australia/employment-hero-business-id.png
+        :alt: The Employment Hero "Business ID" number is in the URL
+
+   - You can choose any Odoo journal to post the payslip entries.
+
+How does the API work?
+----------------------
+
+The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
+reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
+the same record in Employment Hero and Odoo.
+
+.. image:: australia/employment-hero-journal-entry.png
+   :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
+
+By default, the synchronisation happens once per week. You can fetch the records manually by going
+to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
+Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.
+
+Employment Hero payslip entries also work based on double-entry bookkeeping.
+
+The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`.
+
+.. image:: australia/employment-hero-chart-of-accounts.png
+   :alt: Chart of Accounts menu in Employment Hero
+
+For the API to work, you need to create the same accounts as the default accounts of your Employment
+Hero business (**same name and same code**) in Odoo. You also need to choose the correct account
+types in Odoo to generate accurate financial reports.

content/applications/finance/fiscal_localizations/belgium.rst

@@ -216,14 +216,14 @@ CODA
 ----
 
 **CODA** is an electronic XML format used to import Belgian bank statements. You can download CODA
-files from your bank and import them directly into Odoo by clicking :guilabel:`Import Statement`
-from your :guilabel:`Bank` journal on your dashboard.
+files from your bank and import them directly into Odoo by clicking :guilabel:`Import file` from
+your :guilabel:`Bank` journal on your dashboard.
 
 .. image:: belgium/coda-import.png
    :alt: Import CODA files
 
 .. seealso::
-   :ref:`Import bank statements files <transactions/import>`
+   :ref:`Import bank files <transactions/import>`
 
 .. _belgium/soda:
 
@@ -249,7 +249,8 @@ information and statements. Odoo provides a way to import such statements automa
 
 .. note::
    As an accounting firm, you must manage your clients on separate databases and configure them
-   individually to avoid mixing up their data.
+   individually to avoid mixing up their data. The connection must be made by the accounting firm
+   with valid CodaBox Connect credentials.
 
 Configuration
 ~~~~~~~~~~~~~
@@ -258,13 +259,13 @@ The configuration must be done on each client database. In the following
 instructions, we will refer to your client's company as *Company* and to your
 accounting firm as *Accounting Firm*.
 
-You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
+You must first :ref:`install <general/install>` :guilabel:`CodaBox` and
+:guilabel:`CodaBox Bridge Wizard` (if available) to start.
 
 .. important::
    Make sure the company settings are correctly configured, i.e., the country is set to
-   :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled,
-   as well as the :guilabel:`Tax ID` of the accounting firm (if not filled, the :guilabel:`Tax ID`
-   of the company is used).
+   :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as
+   well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`.
 
 Configure the journals
 **********************
@@ -281,6 +282,10 @@ Configure the journals
          :align: center
          :alt: Configuration of a CODA journal.
 
+      .. tip::
+         When working with bank transactions that use different currencies, it is recommended to
+         create multiple journals with the same bank account but different currencies.
+
    .. tab:: For SODA files
 
       #. Create a new miscellaneous journal.

content/applications/finance/fiscal_localizations/chile.rst

@@ -745,6 +745,55 @@ If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilab
 automatically. Considering this as best practice, all the claimed documents should be canceled as
 they won't be valid for your accounting records.
 
+Electronic purchase invoice
+---------------------------
+
+The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module.
+
+Once all configurations have been made for :ref:`electronic invoices <chile/electronic-invoice>`
+(e.g., uploading a valid company certificate, setting up master data, etc.), the electronic
+purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the
+:ref:`CAF documentation <chile/caf-documentation>` to check the details on how to acquire the
+:abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices.
+
+Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic
+vendor bill for your purchase. Still, your obligations require a document to be sent to the
+:abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase.
+
+Configuration
+~~~~~~~~~~~~~
+
+To generate an electronic purchase invoice from a vendor bill, the bill must be created in a
+purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing
+purchase journal or create a new one in the following process.
+
+To modify the existing purchase journal, or create a new purchase journal, navigate to
+:menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button,
+and fill in the following required information:
+
+- :guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals.
+- :guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in
+  this case the electronic purchase invoice).
+
+Generate an electronic purchase invoice
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so,
+navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button.
+
+When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46)
+Electronic Purchase Invoice` in the :guilabel:`Document Type` field:
+
+After the vendor bill is posted:
+
+- The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is
+  automatically created and added to the chatter.
+- The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`.
+
+Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response
+from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to
+SII` button.
+
 Delivery guide
 --------------
 

content/applications/finance/fiscal_localizations/employment_hero.rst

@@ -1,73 +0,0 @@
-=======================
-Employment Hero Payroll
-=======================
-
-The `Employment Hero <https://employmenthero.com/>`_ module synchronises payslip accounting entries
-(e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo.
-Payroll administration is still done in Employment Hero. We only record the **journal entries** in
-Odoo.
-
-.. important::
-   KeyPay was rebranded as **Employment Hero** in March 2023.
-
-.. _employment_hero/configuration:
-
-Configuration
--------------
-
-#. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Payroll` module
-   (`l10n_employment_hero`).
-#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
-   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
-   Integration`.
-
-   .. image:: employment_hero/employment-hero-integration.png
-      :alt: Enabling Employment Hero Integration in Odoo Accounting displays new fields in the
-            settings
-
-   - You can find the API Key in the :guilabel:`My Account` section of the Employment Hero platform.
-
-     .. image:: employment_hero/employment-hero-myaccount.png
-        :alt: "Account Details" section on the Employment Hero dashboard
-
-   - The **Payroll URL** is left empty by default to avoid any confusion. Please fill it according
-     to the documentation specific to your localization.
-
-     .. note::
-        Employment hero is available for :ref:`Australia <australia/employment-hero>`,
-        :ref:`Malaysia <malaysia/employment-hero>`,
-        :ref:`New Zealand <new-zealand/employment-hero>`,
-        :ref:`Singapore <singapore/employment-hero>`,
-        and the :ref:`United Kingdom <united-kingdom/employment-hero>`.
-
-   - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
-
-     .. image:: employment_hero/employment-hero-business-id.png
-        :alt: The Employment Hero "Business ID" number is in the URL
-
-   - You can choose any Odoo journal to post the payslip entries.
-
-How does the API work?
-----------------------
-
-The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
-reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
-the same record in Employment Hero and Odoo.
-
-.. image:: employment_hero/employment-hero-journal-entry.png
-   :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
-
-By default, the synchronisation happens once per week. You can fetch the records manually by going
-to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
-Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.
-
-Employment Hero payslip entries also work based on double-entry bookkeeping.
-
-The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`.
-
-.. image:: employment_hero/employment-hero-chart-of-accounts.png
-   :alt: Chart of Accounts menu in Employment Hero
-
-For the API to work, you need to create the same accounts as the default accounts of your Employment
-Hero business (**same name and same code**) in Odoo. You also need to choose the correct account
-types in Odoo to generate accurate financial reports.

content/applications/finance/fiscal_localizations/india.rst

@@ -164,48 +164,6 @@ Cancel`.
      the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the
      invoice immediately.
 
-.. _india/e-invoice-negative-lines:
-
-Management of negative lines in e-Invoices
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Negative lines are typically used to represent discounts or adjustments associated with specific
-products or global discounts. The government portal prohibits the submission of data with negative
-lines, which means they need to be converted based on the HSN code and GST rate. This is done
-automatically by Odoo.
-
-.. example::
-
-   Consider the following example:
-
-   +---------------------------------------------------------------------------------------------------+
-   |                                     **Product Details**                                           |
-   +=======================+==============+==================+==============+==============+===========+
-   | **Product Name**      | **HSN Code** | **Tax Excluded** | **Quantity** | **GST Rate** | **Total** |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Product A             |  123456      |  1,000           |  1           |  18%         |  1,180    |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Product B             |  239345      |  1,500           |  2           |  5%          |  3,150    |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Discount on Product A |  123456      |  -100            |  1           |  18%         |  -118     |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-
-   Here's the transformed representation:
-
-   +-------------------------------------------------------------------------------------------------------------+
-   |                                         **Product Details**                                                 |
-   +==================+==============+==================+==============+==============+==============+===========+
-   | **Product Name** | **HSN Code** | **Tax Excluded** | **Quantity** | **Discount** | **GST Rate** | **Total** |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-   | Product A        |  123456      |  1,000           |  1           |  100         |  18%         |  1,062    |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-   | Product B        |  239345      |  1,500           |  2           |  0           |  5%          |  3,150    |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-
-   In this conversion, negative lines have been transformed into positive discounts, maintaining
-   accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and
-   standardized representation in the E-invoice records.
-
 .. _india/verify-e-invoice:
 
 GST e-Invoice verification

content/applications/finance/fiscal_localizations/indonesia.rst

@@ -126,59 +126,3 @@ Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur
 
 .. image:: indonesia/indonesia-e-faktur-reset.png
    :align: center
-
-.. _localization_indonesia/qris-qr:
-
-QRIS QR code on invoices
-========================
-
-`QRIS <https://qris.online/homepage/>`_ is a digital payment system that allows customers to make
-payments by scanning the QR code from their preferred e-wallet.
-
-.. important::
-    According to the `QRIS API documentation <https://qris.online/api-doc/create-invoice.php>`_,
-    QRIS expires after 30 minutes. Due to this restriction, the QR code is not included in reports
-    sent to customers and is only available on the customer portal.
-
-Activate QR codes
------------------
-
-Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
-Payments` section, activate the :guilabel:`QR Codes` feature.
-
-QRIS bank account configuration
--------------------------------
-
-Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for
-which you want to activate QRIS. Set the :guilabel:`QRIS API Key` and :guilabel:`QRIS Merchant ID`
-based on the information provided by QRIS.
-
-.. important::
-   The account holder's country must be set to `Indonesia` on its contact form.
-
-.. image:: indonesia/qris-setup.png
-   :alt: QRIS bank account configuration
-
-.. seealso::
-   :doc:`../accounting/bank`
-
-Bank journal configuration
---------------------------
-
-Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill
-out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab.
-
-.. image:: indonesia/journal-bank-config.png
-    :alt: Bank journal configuration
-
-Issue invoices with QRIS QR codes
----------------------------------
-
-When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment
-QR-code` option to `QRIS`.
-
-.. image:: indonesia/invoice-qris.png
-   :alt: Select QRIS QR-code option
-
-Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
-generate the QRIS QR code.

content/applications/finance/fiscal_localizations/italy.rst

@@ -22,10 +22,10 @@ localization:
      - Default :ref:`fiscal localization package <fiscal_localizations/packages>`
    * - Italy - E-invoicing
      - `l10n_it_edi`
-     - e-invoice implementation
-   * - Italy - E-invoicing
+     - E-invoice implementation
+   * - Italy - E-invoicing (Withholding)
      - `l10n_it_edi_withholding`
-     - e-invoice withholding
+     - E-invoice withholding
    * - Italy - Accounting Reports
      - `l10n_it_reports`
      - Country-specific reports
@@ -33,10 +33,6 @@ localization:
      - `l10n_it_stock_ddt`
      - Transport documents - Documento di Trasporto (DDT)
 
-.. image:: italy/italy-modules.png
-   :align: center
-   :alt: Italian localization modules
-
 Company information
 -------------------
 
@@ -49,70 +45,149 @@ section, click :guilabel:`Update info`. From here, fill out the fields:
 - :guilabel:`Codice Fiscale`: the fiscal code of the company;
 - :guilabel:`Tax System`: the tax system under which the company falls;
 
-.. image:: italy/italy-company.png
-   :align: center
-   :alt: Company information to provide
+.. image:: italy/company.png
+   :alt: Company information to be provided
+
+Taxes configuration
+-------------------
+
+Many of the e-invoicing features are implemented using Odoo's tax system. As such, taxes must be
+properly configured to generate invoices correctly and handle other billing use cases.
+
+The **Italian** localization contains predefined **examples** of taxes for various purposes.
+
+.. _italy/tax-exemption:
+
+Tax exemption
+~~~~~~~~~~~~~
+
+The use of sale taxes that amount to **zero percent** (0%) is required by Italian authorities to
+keep track of the exact :guilabel:`Tax Exemption Kind (Natura)` and :guilabel:`Law Reference` that
+justify the exemption operated on an invoice line.
+
+.. example::
+   The export tax in the EU can be used as reference (`0% EU`, invoice label `00eu`). It can be
+   found under :menuselection:`Accounting --> Configuration --> Taxes`. Exports are exempt from VAT,
+   and therefore, they require :guilabel:`Exoneration` kind and :guilabel:`Law Reference` filled in.
+
+.. image:: italy/tax-exemption.png
+   :alt: Tax Exemption Settings
+
+.. seealso::
+   There are many :guilabel:`Tax Exemption Kind (Natura)` and :guilabel:`Law Reference` codes. Make
+   sure you check the latest version available to get the latest information on:
+
+   - `Italian authorities documentation <https://www.agenziaentrate.gov.it/portale/web/guest/aree-tematiche/fatturazione-elettronica>`_
+   - `Official guide on Tax exemption <https://www.agenziaentrate.gov.it/portale/documents/20143/451259/Guida_compilazione-FE-Esterometro-V_1.9_2024-03-05.pdf/67fe4c2d-1174-e8de-f1ee-cea77b7f5203>`_
+
+.. note::
+   If you need to use a different kind of exoneration, go to :menuselection:`Accounting -->
+   Configuration --> Taxes`, select a similar tax, then click on the cog icon and select
+   :guilabel:`Duplicate`. In the :guilabel:`Advanced Options` tab, add the :guilabel:`Exoneration`
+   and :guilabel:`Law Reference`. To confirm click on :guilabel:`Save`.
+
+.. tip::
+   **Rename** your taxes in the :guilabel:`Name` field according to their :guilabel:`Exoneration` to
+   differentiate them easily.
+
+.. _italy/reverse-charge:
+
+Reverse charge
+==============
+
+The **reverse charge** mechanism is a VAT rule that shifts the liability to pay VAT from the
+supplier to the customer. The customers pay the VAT *themselves* to the :abbr:`AdE (Agenzia delle
+Entrate)` instead. There are different types:
+
+- | :guilabel:`Internal Reverse Charge` (for domestic sales)
+  | The VAT responsibility is shifted to the buyer for certain categories of products and services.
+- | :guilabel:`External Reverse Charge` (for intra-EU sales)
+  | VAT is due in the country of the delivery or in the country where the service is performed. When
+    the buyer is itself an Italian business, then the EU offers a mechanism that allows the seller
+    to transfer his responsibility to the buyer.
+
+Invoices
+--------
+
+**Reverse-charged** customer invoices show no VAT amount, but the :abbr:`AdE (Agenzia delle
+Entrate)` requires the seller to specify the :guilabel:`Tax Exemption` reason and the :guilabel:`Law
+Reference` that enable the reverse-charge mechanism. Odoo provides a set of special 0% taxes that
+can be assigned to each reverse-charged invoice lines, representing the most commonly used
+configurations.
+
+Vendor bills
+------------
+
+Italian companies subjected to Reverse Charge must send the information in the bill received to the
+:abbr:`AdE (Agenzia delle Entrate)`.
+
+.. note::
+   Self-reported VAT XML files must be issued and sent to the :abbr:`AdE (Agenzia Delle Entrate)`
+   for reverse charged bills.
+
+When creating a vendor bill, **reverse charge** taxes are available to be added in the
+:guilabel:`Taxes` field. You can check which taxes are available by going to
+:menuselection:`Accounting --> Configuration --> Taxes`, you can see that the 10% Goods and 22%
+Services taxes are activated, among others. Due to the automated configuration of the Italian fiscal
+position, these are automatically activated in the tax list.
+
+.. _italy/grids:
+
+Tax grids
+---------
+
+The Italian localization has a specific :ref:`tax grid <tax-returns/tax-grids>` section for
+**reverse charge** taxes. These tax grids are identifiable by the :ref:`VJ <italy/grids>` tag, and
+can be found by going to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`.
+
+.. image:: italy/grids.png
+   :alt: Reverse charge tax grid from the VJ section of the Tax Declaration
+
+.. _italy/e-invoicing:
 
 E-invoicing
------------
+===========
 
-The :abbr:`SdI (Sistema di Interscambio)` is the electronic invoicing system used in Italy. It
-enables to send and receive electronic invoices to and from customers. The documents must be in XML
-format and formally validated by the system before being delivered.
+The :abbr:`SdI (Sistema di Interscambio)` is the :doc:`electronic invoicing
+<../accounting/customer_invoices/electronic_invoicing>` system used in Italy. It enables the sending
+and receiving of electronic invoices to and from customers. The documents must be in an XML
+:abbr:`EDI (Electronic Data Interchange)` format called **FatturaPA** and formally validated by the
+system before being delivered.
 
 To be able to receive invoices and notifications, the :abbr:`SdI (Sistema di Interscambio)` service
-must be notified that the user's files are to be sent to **Odoo** and processed on their behalf. To
-so, you must set up Odoo's :guilabel:`Codice Destinatario` on the **Agenzia Delle Entrate**
-portal.
+must be notified that the user's files need to be sent to Odoo and processed on their behalf. To do
+so, you must set up Odoo's :guilabel:`Destination Code` on the :abbr:`AdE (Agenzia Delle
+Entrate)` portal.
 
-#. Go to https://ivaservizi.agenziaentrate.gov.it/portale/ and authenticate;
+#. Go to `Italian authorities portal <https://ivaservizi.agenziaentrate.gov.it/portale>`_ and
+   authenticate;
 #. Go to section :menuselection:`Fatture e Corrispettivi`;
 #. Set the user as Legal Party for the VAT number you wish to configure the electronic address;
 #. In :menuselection:`Servizi Disponibili --> Fatturazione Elettronica --> Registrazione
    dell’indirizzo telematico dove ricevere tutte le fatture elettroniche`, insert Odoo's
-   :guilabel:`Codice Destinatario` `K95IV18`, and confirm.
+   :guilabel:`Destination Code` `K95IV18`, and confirm.
 
-Electronic Data Interchange (EDI)
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Odoo uses the **FatturaPA** :abbr:`EDI (Electronic Data Interchange)` format for the Italian
-localization and is enabled on the default journals when installed. When the **file processing
-authorization** has been set, all **invoices** and **bills** are automatically sent.
-
-.. note::
-   You can :ref:`enable electronic invoicing for other sales and purchase journals
-   <e-invoicing/configuration>` than the default ones.
-
-You can check the current status of an invoice by the :guilabel:`Electronic invoicing` field. The
-XML file can be found in the **chatter** of the invoice.
-
-.. image:: italy/italy-test.png
-   :align: center
-   :alt: Electronic invoicing status (waiting for confirmation)
-
-.. seealso::
-   :doc:`../accounting/customer_invoices/electronic_invoicing`
-
-File processing authorization (Odoo)
-------------------------------------
+EDI Mode and authorization
+--------------------------
 
 Since the files are transmitted through Odoo's server before being sent to the :abbr:`SdI (Sistema
 di Interscambio)` or received by your database, you need to authorize Odoo to process your files
 from your database. To do so, go to :menuselection:`Accounting --> Configuration --> Settings -->
 Electronic Document Invoicing`.
 
-There are **three** modes available:
+There are three modes available:
 
-:guilabel:`Demo`
-  This mode simulates an environment in which invoices are sent to the government. In this mode,
-  invoices need to be *manually* downloaded as XML files and uploaded to the **Agenzia delle
-  Entrate**'s website.
-:guilabel:`Test (experimental)`
-  This mode sends invoices to a non-production (i.e., test) service made available by the **Agenzia
-  delle Entrate**. Saving this change directs all companies on the database to use this
-  configuration.
-:guilabel:`Official`
-  This is a production mode that sends your invoices directly to the **Agenzia delle Entrate**.
+- | :guilabel:`Demo`
+  | This mode simulates an environment in which invoices are sent to the government. In this mode,
+    invoices need to be *manually* downloaded as XML files and uploaded to the :abbr:`AdE
+    (Agenzia delle Entrate)`'s website.
+- | :guilabel:`Test (experimental)`
+  | This mode sends invoices to a non-production (i.e., test) service made available by the
+    :abbr:`AdE (Agenzia delle Entrate)`. Saving this change directs all companies on the database to
+    use this configuration.
+- | :guilabel:`Official`
+  | This is a production mode that sends your invoices directly to the :abbr:`AdE (Agenzia delle
+    Entrate)`.
 
 Once a mode is selected, you need to accept the **terms and conditions** by ticking :guilabel:`Allow
 Odoo to process invoices`, and then :guilabel:`Save`. You can now record your transactions in Odoo
@@ -120,340 +195,436 @@ Accounting.
 
 .. warning::
    Selecting either :guilabel:`Test (experimental)` or :guilabel:`Official` is **irreversible**.
-   Once in :guilabel:`Official` mode, it is not possible to select :guilabel:`Test (experimental)`
-   or :guilabel:`Demo`, and same for :guilabel:`Test (experimental)`. We recommend creating a
-   separate database for testing purposes only.
+   For example, once in :guilabel:`Official` mode, it is not possible to select :guilabel:`Test
+   (experimental)` or :guilabel:`Demo`. We recommend creating a **separate database** for testing
+   purposes only.
 
 .. note::
    When in :guilabel:`Test (Experimental)` mode, all invoices sent *must* have a partner using one
-   of the following fake :guilabel:`Codice Destinatario` given by the **Agenzia Delle Entrate**:
-   `0803HR0` - `N8MIMM9` - `X9XX79Z`. Any real production :guilabel:`Codice Destinario` of your
-   customers will not be recognized as valid by the test service.
+   of the following fake :guilabel:`Destination Code` given by the :abbr:`AdE (Agenzia Delle
+   Entrate)`: `0803HR0` - `N8MIMM9` - `X9XX79Z`. Any real production :guilabel:`Codice Destinario`
+   of your customers will not be recognized as valid by the test service.
 
-.. image:: italy/italy-edi.png
-   :align: center
-   :alt: Italy's electronic document invoicing options
+.. image:: italy/edi.png
+   :alt: Electronic document invoicing settings
 
-Taxes configuration
-===================
+.. _italy/e-invoicing-process:
 
-Many of the e-invoicing features are implemented using Odoo's tax system. As such, it is very
-important that taxes are properly configured in order to generate invoices correctly and handle
-other billing use cases. For example, specific configurations are required for the **reverse
-charge** type of taxes. In case of a **reverse charge** tax, the seller does *not* charge the
-customer for the VAT but, instead, the customer pays the VAT *themselves* to their government. There
-are **two** main types:
+Process
+-------
 
-- :ref:`external reverse charge <italy/external-reverse>`;
-- :ref:`internal reverse charge  <italy/internal-reverse>`.
-
-.. _italy/external-reverse:
-
-External reverse charge
------------------------
-
-Invoices
-~~~~~~~~
-
-To make an export invoice, make sure that the invoice lines all use a tax configured for **reverse
-charge**. The **Italian** localization contains an **example** of a reverse charge tax for export in
-the EU to be used as reference (`0% EU`, invoice label `00eu`), which can be found under
-:menuselection:`Accounting --> Configuration --> Taxes`. Exports are exempt from VAT, and therefore
-**reverse charge** taxes require the :guilabel:`Has exoneration of tax (Italy)` option ticked, with
-both the :guilabel:`Exoneration` kind and :guilabel:`Law Reference` filled in.
-
-.. image:: italy/italy-tax.png
-   :align: center
-   :alt: External reverse charge settings
+The submission of invoices to the :abbr:`SdI (Sistema di Interscambio)` for Italy is an electronic
+process used for the mandatory transmission of tax documents in XML format between companies and the
+:abbr:`AdE (Agenzia delle Entrate)` to reduce errors and verify the correctness of operations.
 
 .. note::
-   If you need to use a different kind of :guilabel:`Exoneration`, click :menuselection:`Action -->
-   Duplicate` within the tax menu to create a copy of an existing similar tax. Then, select another
-   :guilabel:`Exoneration`, and :guilabel:`Save`. Repeat this process as many times as you need
-   different kind of :guilabel:`Exoneration` taxes.
+   You can check the current status of an invoice by the :guilabel:`SdI State` field. The XML file
+   is attached to the invoice.
 
-.. tip::
-   **Rename** your taxes in the :guilabel:`Name` field according to their :guilabel:`Exoneration` to
-   differentiate them easily.
+.. image:: italy/edi-process.png
+   :alt: EDI system architecture
 
-On your invoice, select the corresponding tax you need in the :guilabel:`Taxes` field. You can find
-the following **additional info** by opening the **XML** file of the issued invoice:
+XML Documents creation
+~~~~~~~~~~~~~~~~~~~~~~
 
-- :guilabel:`SdI address (Codice Destinatario)`: must be filled for both **EU** or **non-EU**;
-- :guilabel:`Country Id`: must contain the country of the foreign seller in the two-letter ISO
-  (Alpha-2) code (ex., `IT` for 'Italy');
-- :guilabel:`CAP`: must be filled with `00000`;
-- :guilabel:`Partita Iva` (**VAT number**): must contain the **VAT** number for **EU businesses**
-  and `OO99999999999` (double 'O' **letter**, not 'zero') for **non-EU businesses**. In case of
-  private customers without **VAT** number, use `0000000`;
-- :guilabel:`Fiscal Code`: for foreign entities without an actual **Codice Fiscale**, any
-  recognizable identifier is valid.
+Odoo generates the required XML files as attachments to invoices in the `FatturaPA` format required
+by the :abbr:`AdE (Agenzia delle Entrate)`. Once the invoices needed are selected, go to
+:guilabel:`Action` and click on :guilabel:`Send and Print`.
 
-.. note::
-   Odoo does not support sending user-modified XML files.
+.. image:: italy/edi-menu.png
+   :alt: Send and Print menu
 
-For **invoices**, multiple configurations are technically identified by a :guilabel:`Tipo Documento`
-code:
+When the pop-up window opens there is a selection of actions that can be taken. :guilabel:`Generate
+XML File` generates the attachments.
 
-- `TD02` - Down payments;
-- `TDO7` - Simplified invoice;
-- `TD08` - Simplified credit note;
-- `TD09` - Simplified debit note;
-- `TD24` - Deferred invoice.
+.. image:: italy/edi-send-and-print.png
+   :alt: Send and Print dialog
 
-.. tabs::
+The XML file as well as the PDF once can be found attached to the invoice.
 
-   .. tab:: `TD02`
+.. image:: italy/edi-attachments.png
+   :alt: EDI Attachments
 
-      Down payments.
+Submission to SDI
+~~~~~~~~~~~~~~~~~
 
-      **Down payment** invoices are imported/exported with a different :guilabel:`Tipo Documento`
-      code `TDO2` than regular invoices. Upon import of the invoice, it creates a regular vendor
-      bill.
+The :guilabel:`Send to Tax Agency` option in the :guilabel:`Send and Print` dialog sends the
+attachment to the :guilabel:`Proxy Server`, which gathers all requests and then forwards them via a
+WebServices channel to the :abbr:`SdI (Sistema di Interscambio)`. Check the sending status of the
+invoice through the :guilabel:`Check Sending` button at the top of the invoice's view.
 
-      Odoo exports moves as `TD02` if the following conditions are met:
+Processing by SDI
+~~~~~~~~~~~~~~~~~
 
-     - Is an invoice;
-     - All invoice lines are related to **sales order lines** that have the flag `is_downpayment`
-       set as `True`.
+The :abbr:`SdI (Sistema di Interscambio)` receives the document and verifies for any errors. At this
+stage, the invoice is in the :guilabel:`SdI Processing` state, as shown on the invoice. The invoice
+also gets assigned a :guilabel:`FatturaPA Transaction` number that is shown in the
+:guilabel:`Electronic Invoicing` tab. The checks may take variable time, ranging from a few seconds
+up to a day, depending on the queue of invoices sent throughout Italy.
 
-   .. tab:: `TD07`, `TD08`, and `TD09`
+.. image:: italy/edi-processing.png
+   :alt: Check Sending button and Sdi Processing state
 
-      Simplified invoices, and credit/debit notes.
+Acceptance
+~~~~~~~~~~
 
-      Simplified invoices and credit notes can be used to certify **domestic transactions** under
-      **400 EUR** (VAT included). Its status is the same as a regular invoice, but with fewer
-      information requirements.
-
-      For a **simplified** invoice to be established, it must include:
-
-      - :guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**;
-      - :guilabel:`Invoice Date`: issue **date** of the invoice;
-      - :guilabel:`Company Info`: the **seller**'s full credentials (VAT/TIN number, name, full
-        address) under :menuselection:`General Settings --> Companies (section)`;
-      - :guilabel:`VAT`: the **buyer**'s VAT/TIN number (on their profile card);
-      - :guilabel:`Total`: the total **amount** (VAT included) of the invoice.
-
-      In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simplified if:
-
-      - It is a **domestic** transaction (i.e., the partner is from Italy);
-      - The buyer's data is **insufficient** for a regular invoice;
-      - The **required fields** for a regular invoice (address, ZIP code, city, country) are
-        provided;
-      - The total amount VAT included is **less** than **400 EUR**.
-
-      .. note::
-         The 400 EUR threshold was defined in `the decree of the 10th of May 2019 in the Gazzetta
-         Ufficiale <https://www.gazzettaufficiale.it/eli/id/2019/05/24/19A03271/sg>`_. We advise you
-         to check the current official value.
-
-   .. tab:: `TD24`
-
-      Deferred invoices.
-
-      The **deferred invoice** is an invoice that is **issued at a later time** than the sale of
-      goods or the provision of services. A **deferred invoice** has to be issued at the latest
-      within the **15th day** of the month following the delivery covered by the document.
-
-      It usually is a **summary invoice** containing a list of multiple sales of goods or services,
-      carried out in the month. The business is allowed to **group** the sales into **one invoice**,
-      generally issued at the **end of the month** for accounting purposes. Deferred invoices are
-      default for **wholesaler** having recurrent clients.
-
-      If the goods are transported by a **carrier**, every delivery has an associated **Documento di
-      Transporto (DDT)**, or **Transport Document**. The deferred invoice **must** indicate the
-      details of all the **DDTs** information for better tracing.
-
-      .. note::
-         E-invoicing of deferred invoices requires the `l10n_it_stock_ddt`
-         :ref:`module <italy/modules>`. In this case, a dedicated :guilabel:`Tipo Documento` `TD24`
-         is used in the e-invoice.
-
-      Odoo exports moves as `TD24` if the following conditions are met:
-
-      - Is an invoice;
-      - Is associated to deliveries whose **DDTs** have a **different** date than the issuance date
-        of the invoice.
-
-Vendor bills
-~~~~~~~~~~~~
-
-Italian companies buying goods or services from EU countries (or services from non-EU countries)
-must send the information contained within the bill received to the **Agenzia delle Entrate**. This
-allows you to complete tax-related information on your bill, and to send it. The seller must be set
-as :guilabel:`Cedente/Prestatore`, and the buyer as :guilabel:`Cessionario/Committente`. Contained
-within the **XML** document for the vendor bill, the vendor's credentials show as
-:guilabel:`Cedente/Prestatore`, and your company's credentials as
-:guilabel:`Cessionario/Committente`.
-
-.. note::
-   Self-billing invoices or VAT invoice integrations must be issued and sent to the tax agency.
-
-When inputting taxes in a vendor bill, it is possible to select **reverse charge** taxes. These are
-automatically activated in the Italian fiscal position. By going to :menuselection:`Accounting -->
-Configuration --> Taxes`, the `10%` and `22%` :guilabel:`Goods` and :guilabel:`Services` tax scopes
-are activated and preconfigured with the correct tax grids. These are set up automatically to ensure
-the correct booking of accounting entries and display of the tax report.
-
-For **vendor bills**, **three** types of configurations are technically identified by a code called
-:guilabel:`Tipo Documento`:
-
-- `TD17` - Buying services from **EU** and **non-EU** countries;
-- `TD18` - Buying **goods** from **EU**;
-- `TD19` - Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy**
-  in a **VAT deposit**.
-
-.. tabs::
-
-   .. tab:: `TD17`
-
-      Buying **services** from **EU** and **non-EU** countries:
-
-      The foreign *seller* invoices a service with a **VAT-excluded** price, as it is not
-      taxable in Italy. The VAT is paid by the *buyer* in Italy;
-
-      - Within EU: the *buyer* integrates the invoice received with the **VAT information**
-        due in Italy (i.e., **vendor bill tax integration**);
-      - Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**).
-
-      Odoo exports a transaction as `TD17` if the following conditions are met:
-
-      - Is a vendor bill;
-      - At least one tax on the invoice lines targets the tax grids :ref:`VJ <italy/grids>`;
-      - All invoice lines either have :guilabel:`Services` as **products**, or a tax with the
-        :guilabel:`Services` as **tax scope**.
-
-  .. tab:: `TD18`
-
-     Buying **goods** from **EU**:
-
-     Invoices issued within the EU follow a **standard format**, therefore only an integration of
-     the existing invoice is required.
-
-     Odoo exports a transaction as `TD18` if the following conditions are met:
-
-     - Is a vendor bill;
-     - At least one tax on the invoice lines targets the tax grids :ref:`VJ <italy/grids>`;
-     - All invoice lines either have :guilabel:`Consumable` as **products**, or a tax with the
-       :guilabel:`Goods` as **tax scope**.
-
-  .. tab:: `TD19`
-
-     Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** in a
-     **VAT deposit**:
-
-     - From EU: the *buyer* integrates the invoice received with the **VAT information** due in
-       Italy (i.e., **vendor bill tax integration**);
-     - Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-billing**).
-
-     Odoo exports a move as a `TD19` if the following conditions are met:
-
-     - Is a vendor bill;
-     - At least one tax on the invoice lines targets the tax grid :ref:`VJ3 <italy/grids>`;
-     - All invoice lines either have :guilabel:`Consumable` products, or a tax with
-       :guilabel:`Goods` as tax scope.
+If the document is valid, it is recorded and considered fiscally valid by the :abbr:`AdE (Agenzia
+delle Entrate)`, which will proceed with archiving in :guilabel:`Substitute Storage (Conservazione
+Sostitutiva)` if explicitly requested on the Agency's portal.
 
 .. warning::
-   Odoo does not offer the
-   `Conservazione Sostitutiva <https://www.agid.gov.it/index.php/it/piattaforme/conservazione>`_
-   requirements. Other providers and **Agenzia delle Entrate** supply free and certified storage to
-   meet the requested conditions.
+   Odoo does not offer the `Conservazione Sostitutiva
+   <https://www.agid.gov.it/index.php/it/piattaforme/conservazione>`_ requirements. Other providers
+   and :abbr:`AdE (Agenzia delle Entrate)` supply free and certified storage to meet the
+   specifications requested by law.
 
-.. _italy/internal-reverse:
+The :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` attempts to forward the
+invoice to the customer at the provided address, whether it is a `PEC` email address or a
+:abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` for their ERP's WebServices
+channels. A maximum of 6 attempts are made every 12 hours, so even if unsuccessful, this process can
+take up to three days. The invoice status is :guilabel:`Accepted by SDI, Forwarding to Partner`.
 
-Internal reverse charge
------------------------
+Possible Rejection
+~~~~~~~~~~~~~~~~~~
 
-.. warning::
-   Odoo currently does not support domestic **internal reverse charge** processes.
+The :abbr:`SdI (Sistema di Interscambio)` may find inaccuracies in the compilation, possibly even
+formal ones. In this case, the invoice is in the :guilabel:`SDI Rejected` state. The :abbr:`SdI
+(Sistema di Interscambio)`'s observations are inserted at the top of the Invoice tab. To resolve the
+issue, it is sufficient to delete the attachments of the invoice, return the invoice to
+:guilabel:`Draft`, and fix the errors. Once the invoice is ready, it can be resent.
 
-.. _italy/grids:
+.. note::
+   To regenerate the XML, both the XML attachment and the PDF report must be deleted, so that they
+   are then regenerated together. This ensures that both always contain the same data.
 
-'Reverse Charge' tax grids
---------------------------
+.. image:: italy/edi-rejected.png
+   :alt: EDI Rejected State
 
-The Italian localization has a specific **tax grid** section for **reverse charge** taxes. These
-tax grids are identifiable by the :ref:`VJ <italy/grids>` tag, and can be found under
-:menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`.
+Forwarding Completed
+~~~~~~~~~~~~~~~~~~~~
 
-.. image:: italy/italy-grids.png
-   :align: center
-   :alt: Italian reverse charge tax grids
+The invoice has been delivered to the customer; however, you can still send a copy to the customer
+in PDF via email or post. Its status is :guilabel:`Accepted by SDI, Delivered to Partner`.
 
-San Marino
-==========
+If the :abbr:`SdI (Sistema di Interscambio)` cannot contact your customer, they may not be
+registered on the :abbr:`AdE (Agenzia delle Entrate)` portal. In this case, just make sure to send
+the invoice in PDF via email or by mail. The invoice is then in the :guilabel:`Accepted by SDI,
+Partner Delivery Failed` state.
+
+Tax Integration
+---------------
+
+When you receive a vendor bill, either from :abbr:`SdI (Sistema di Interscambio)`, from paper or
+from an imported XML file, the Tax Agency might request that you send some tax information
+integration back to the :abbr:`SdI (Sistema di Interscambio)`. It happens when a transaction that
+was tax exempt becomes taxable for any reason.
+
+.. example::
+   Here is a non-exhaustive list:
+
+   - | :ref:`italy/reverse-charge`
+     | As a buyer, you have to pay taxes on what you buy and integrate tax information.
+       :guilabel:`Reverse Charge` taxes.
+   - | :ref:`italy/split-payment`
+     | As a :abbr:`PA (Public Administration)` business buyer, you have to pay taxes and integrate
+       tax information. Be sure that you replace the :guilabel:`0% Sale Taxes` on the vendor bill
+       you received with the correct :guilabel:`Split Payment` taxes.
+   - | :guilabel:`Self Consumption`
+     | When, as a business owner, you use an asset that you bought for business for personal reasons
+       instead, you have to pay those taxes you originally deducted as a business cost for it.
+
+Odoo may detect that your vendor bill can be interpreted as a document of a type that needs tax
+integration, as detailed in the :ref:`italy/document-types` section.
+
+.. important::
+   Be sure that you replace the :guilabel:`0% Sale Taxes` on the vendor bill you received with the
+   ones you're supposed to pay to the :abbr:`AdE (Agenzia delle Entrate)`. A button then appears on
+   the top of the single vendor bill form to send them.
+
+   When clicking on the :guilabel:`Send Tax Integration` button, an XML file of the appropriate
+   :guilabel:`Document Type` is generated, attached to the bill, and sent as for invoices.
+
+   .. image:: italy/edi-tax-integration-button.png
+      :alt: EDI Send Tax Integration button
+
+.. _italy/document-types:
+
+Document Types
+--------------
+
+The :abbr:`SdI (Sistema di Interscambio)` requires businesses to send customer invoices and other
+documents through the :abbr:`EDI (Electronic Data Interchange)`.
+
+The following :guilabel:`Document Type` codes all technically identify different business use cases.
+
+TD01 - Invoices
+~~~~~~~~~~~~~~~
+
+This represents the standard **domestic** scenario for all invoices exchanged through the :abbr:`SdI
+(Sistema di Interscambio)`. Any invoice that doesn't fall into one of the specific special cases
+is categorized as a regular invoice, identified by the :guilabel:`Document Type` `TD01`.
+
+TD02 - Down payments
+~~~~~~~~~~~~~~~~~~~~
+
+**Down payment** invoices are imported/exported with a different :guilabel:`Document Type` code
+`TDO2` than regular invoices. Upon import of the invoice, a regular vendor bill is created.
+
+Odoo exports transactions as `TD02` if the following conditions are met:
+
+#. It is an invoice;
+#. All invoice lines are related to down payment sales order lines.
+
+TD04 - Credit notes
+~~~~~~~~~~~~~~~~~~~
+
+It is the standard scenario for all **credit notes** issued to **domestic** clients, when we need to
+formally acknowledge that the seller is reducing or canceling a previously issued invoice, for
+example, in case of overbilling, incorrect items, or overpayment. Just like invoices, they must be
+sent to the :abbr:`SdI (Sistema di Interscambio)`, their :guilabel:`Document Type` `TD04`
+
+TD07, TD08, TD09 - Simplified Invoicing
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Simplified invoices (`TD07`), credit notes (`TD08`), and debit notes (`TD09`) can be used to certify
+domestic transactions under 400 EUR (VAT included). Its status is the same as that of a regular
+invoice, but with fewer information requirements.
+
+For a simplified invoice to be established, it must include:
+
+#. :guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**;
+#. :guilabel:`Invoice Date`: issue **date** of the invoice;
+#. :guilabel:`Company Info`: the **seller**'s full credentials (VAT/TIN number, name, full address)
+   under :menuselection:`General Settings --> Companies (section)`;
+#. :guilabel:`VAT`: the **buyer**'s VAT/TIN number (on the partner form);
+#. :guilabel:`Total`: the total **amount** (VAT included) of the invoice.
+
+In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simplified if:
+
+#. It is a domestic transaction (i.e., the partner is from Italy);
+#. Your company's **required fields** (:guilabel:`VAT Number` or :guilabel:`Codice Fiscale`,
+   :guilabel:`Fiscal Regime`, and full **address**) are provided;
+#. The partner's address is not fully specified (i.e., it misses the City or the ZipCode);
+#. The total amount of VAT included is **less** than **400 EUR**.
+
+.. note::
+   The 400 EUR threshold was defined in `the decree of the 10th of May 2019 in the Gazzetta
+   Ufficiale <https://www.gazzettaufficiale.it/eli/id/2019/05/24/19A03271/sg>`_. We advise you to
+   check the current official value.
+
+TD16 - Internal Reverse Charge
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Internal reverse charge transactions (see :ref:`italy/tax-exemption` and
+:ref:`italy/reverse-charge`) are exported as `TD16` if the following conditions are met:
+
+- It is a vendor bill;
+- It has at least **one tax** on the invoice lines that targets one of these :ref:`tax grids
+  <italy/grids>`: `VJ6`, `VJ7`, `VJ8`, `VJ12`, `VJ13`, `VJ14`, `VJ15`, `VJ16`, `VJ17`
+
+TD17 - Buying services from abroad
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When buying **services** from **EU** and **non-EU** countries, the foreign *seller* invoices a
+service with a **VAT-excluded** price, as it is not taxable in Italy. The VAT is paid by the *buyer*
+in Italy.
+
+- Within the EU: the *buyer* integrates the invoice received with the **VAT information** due in
+  Italy (i.e., **vendor bill tax integration**);
+- Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**).
+
+Odoo exports a transaction as `TD17` if the following conditions are met:
+
+- It is a vendor bill;
+- It has at least **one tax** on the invoice lines that targets the tax grid :ref:`VJ3
+  <italy/grids>`;
+- All invoice lines either have :guilabel:`Services` as **products**, or a tax with the
+  :guilabel:`Services` as **tax scope**.
+
+TD18 - Buying goods from EU
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Invoices issued within the EU follow a **standard format**, therefore only an integration of the
+existing invoice is required.
+
+Odoo exports a transaction as `TD18` if the following conditions are met:
+
+- It is a vendor bill;
+- The **partner** is from an **EU** country;
+- It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ9 <italy/grids>`;
+- All invoice lines either have :guilabel:`Consumable` as **products**, or a tax with
+  :guilabel:`Goods` as **tax scope**.
+
+TD19 - Buying goods from VAT deposit
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** in a **VAT
+deposit**.
+
+- From the EU: the *buyer* integrates the invoice received with the **VAT information** due in
+  Italy (i.e., **vendor bill tax integration**);
+- Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-billing**).
+
+Odoo exports a transaction as a `TD19` if the following conditions are met:
+
+- It is a vendor bill;
+- It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ3 <italy/grids>`;
+- All invoice lines either have :guilabel:`Consumables` as products, or a tax with
+  :guilabel:`Goods` as **tax scope**.
+
+TD24 - Deferred invoices
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+The **deferred invoice** is an invoice that is **issued at a later time** than the sale of goods or
+the provision of services. A **deferred invoice** has to be issued at the latest within the **15th
+day** of the month following the delivery covered by the document.
+
+It usually is a **summary invoice** containing a list of multiple sales of goods or services carried
+out in the month. The business is allowed to **group** the sales into **one invoice**, generally
+issued at the **end of the month** for accounting purposes. Deferred invoices are default for
+**wholesalers** having recurrent clients.
+
+If the goods are transported by a **carrier**, every delivery has an associated **Documento di
+Transporto (DDT)**, or **Transport Document**. The deferred invoice **must** indicate the details of
+all the **DDTs** information for better tracing.
+
+.. note::
+   E-invoicing of deferred invoices requires the `l10n_it_stock_ddt` :ref:`module <italy/modules>`.
+   In this case, a dedicated :guilabel:`Document Type` `TD24` is used in the e-invoice.
+
+Odoo exports transactions as `TD24` if the following conditions are met:
+
+#. It is an invoice;
+#. It is associated with deliveries whose **DDTs** have a **different** date than the issue date of
+   the invoice.
+
+TD28 - San Marino
+~~~~~~~~~~~~~~~~~
 
 Invoices
---------
+********
 
 San Marino and Italy have special agreements on e-invoicing operations. As such, **invoices** follow
-the regular **reverse charge** rules. Additional requirements are not enforced by Odoo, however, the
-user is requested by the **State** to:
+the regular **reverse charge** rules. You can use the proper :guilabel:`Document Type` depending on
+the invoice type: `TD01`, `TD04`, `TD05`, `TD24`, `TD25`. Additional requirements are not enforced
+by Odoo. However, the user is requested by the **State** to:
 
-- Select a tax with the option :guilabel:`Has exoneration of tax (Italy)` ticked, and the
-  :guilabel:`Exoneration` set to `N3.3`;
-- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Codice Destinatario` `2R4GT08`.
-  The invoice is then routed by a dedicated office in San Marino to the correct business.
+- Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;
+- Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GT08`.
 
-Bills
------
+The invoice is then routed by a dedicated office in San Marino to the correct business.
+
+Vendor Bills
+************
 
 When a **paper bill** is received from San Marino, any Italian company **must** submit that invoice
-to the **Agenzia delle Entrate** by indicating the e-invoice's :guilabel:`Tipo Documento` field with
-the special value `TD28`.
+to the :abbr:`AdE (Agenzia delle Entrate)` by indicating the e-invoice's :guilabel:`Document Type`
+field with the special value `TD28`.
 
-.. tabs::
+Odoo exports a transaction as `TD28` if the following conditions are met:
 
-   .. tab:: `TD28`
+#. It is a vendor bill;
+#. It has at least one tax on the invoice lines that targets the tax grids :ref:`VJ <italy/grids>`;
+#. The **country** of the partner is **San Marino**.
 
-      Odoo exports a move as `TD28` if the following conditions are met:
+Public Administration Businesses (B2G)
+======================================
 
-      - Is a vendor bill;
-      - At least one tax on the invoice lines targets the tax grids :ref:`VJ <italy/grids>`;
-      - The **country** of the partner is **San Marino**.
+:abbr:`PA (Public Administration)` businesses are subjected to more control than private businesses
+as they handle public money coming from taxpayers. The :abbr:`EDI (Electronic Data Interchange)`
+process adds some steps to the :ref:`regular one <italy/e-invoicing-process>`, as :abbr:`PA (Public
+Administration)` businesses can **accept** or **refuse** invoices.
 
-Pubblica amministrazione (B2G)
-==============================
+.. note::
+   :abbr:`PA (Public Administration)` businesses have a 6-digit long :guilabel:`Destination Code`,
+   also called :abbr:`CUU (Codice Univoco Ufficio)`, that is **mandatory**, **PEC** address cannot
+   be used in this case.
 
-.. warning::
-   Odoo does **not** send invoices directly to the government as they need to be signed. If we see
-   that the codice destinatario is 6 digits, then it is not sent to the PA automatically, but you
-   can download the XML, sign it with an external program and send it through the portal.
-
-Digital qualified signature
----------------------------
-
-For invoices and bills intended to the **Pubblica Amministrazione (B2G)**, a **Digital Qualified
-Signature** is required for all files sent through the :abbr:`SdI (Sistema di Interscambio)`. The
-**XML** file must be certified using a certificate that is either:
-
-- a **smart card**;
-- a **USB token**;
-- a **Hardware Security Module (HSM)**.
+.. seealso::
+   `Complete list of businesses that belong to the Public Administration along with their
+   Destination Code <https://www.agenziaentrate.gov.it/portale/web/guest/aree-tematiche/fatturazione-elettronica>`_
 
 CIG, CUP, DatiOrdineAcquisto
 ----------------------------
 
 To ensure the effective traceability of payments by public administrations, electronic invoices
-issued to the public administrations must contain:
+issued to public administrations must contain:
 
 - The :abbr:`CIG (Codice Identificativo Gara)`, except in cases of exclusion from traceability
   obligations provided by law n. 136 of August 13, 2010;
 - The :abbr:`CUP (Codice Unico di Progetto)`, in case of invoices related to public works.
 
-If the **XML** file requires it, the **Agenzia Delle Entrate** can *only* proceed payments of
-electronic invoices when the **XML** file contains a :abbr:`CIG (Codice Identificativo Gara)` and
-:abbr:`CUP (Codice Unico di Progetto)`. For each electronic invoice, it is **necessary** to indicate
-the :abbr:`CUU (Codice Univoco Ufficio)`, which represents the unique identifier code that allows
-the :abbr:`SdI (Sistema di Interscambio)` to correctly deliver the electronic invoice to the
-recipient office.
+If the XML file requires it, the :abbr:`AdE (Agenzia Delle Entrate)` can *only* proceed payments of
+electronic invoices when the XML file contains a :abbr:`CIG (Codice Identificativo Gara)` and
+:abbr:`CUP (Codice Unico di Progetto)`.
 
 .. note::
-   - The :abbr:`Codice Unico di Progetto)` and the :abbr:`CIG (Codice Identificativo Gara)` must be
-     included in one of the **2.1.2** (DatiOrdineAcquisto), **2.1.3** (Dati Contratto), **2.1.4**
-     (DatiConvenzione), **2.1.5** (Date Ricezione), or **2.1.6** (Dati Fatture Collegate)
-     information blocks. These correspond to the elements named :guilabel:`CodiceCUP` and
-     :guilabel:`CodiceCIG` of the electronic invoice **XML** file, whose table can be found on the
-     government `website <http://www.fatturapa.gov.it/>`_.
-   - The :abbr:`CUU (Codice Univoco Ufficio)` must be included in the electronic invoice
-     corresponding to the element **1.1.4** (:guilabel:`CodiceDestinario`).
+   The :abbr:`CUP (Codice Unico di Progetto)` and the :abbr:`CIG (Codice Identificativo Gara)` must
+   be included in one of the `DatiOrdineAcquisto`, `DatiContratto`, `DatiConvenzione`,
+   `DateRicezione`, or `DatiFattureCollegate` XML tags.
+
+   These correspond to the elements named :guilabel:`CodiceCUP` and :guilabel:`CodiceCIG` of the
+   electronic invoice XML file, whose table can be found on the government `website
+   <http://www.fatturapa.gov.it/>`_.
+
+.. _italy/split-payment:
+
+Split Payment
+-------------
+
+The :guilabel:`Split Payment` mechanism behaves much like :ref:`italy/reverse-charge`.
+
+.. example::
+   When an Italian company bills a :abbr:`PA (Public Administration)` business - for example,
+   cleaning services for a public building - the :abbr:`PA (Public Administration)` business
+   self-reports the VAT to the Tax Agency themselves, and the vendor just has to select the
+   appropriate tax with the right :guilabel:`Tax Exemption` for their invoice lines.
+
+The specific :guilabel:`Scissione dei Pagamenti` fiscal position is available to deal with partners
+belonging to the :abbr:`PA (Public Administration)`.
+
+Process
+-------
+
+.. _italy/digital-signature:
+
+Digital qualified signature
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For invoices and bills intended for the :abbr:`PA (Public Administration)`, a **Digital Qualified
+Signature** is required for all files sent through the :abbr:`SdI (Sistema di Interscambio)`. The
+XML file must be certified using a certificate that is either:
+
+- a **smart card**;
+- a **USB token**;
+- an :abbr:`HSM (Hardware Security Module)`.
+
+.. warning::
+   Odoo **cannot** digitally sign documents for you. When a 6-digit long :guilabel:`Codice
+   Destinatario` is detected, then the :abbr:`EDI (Electronic Data Interchange)` process stops, and
+   the invoice is set on the :guilabel:`Requires user signature` state. You can download the
+   document in XML, sign it with any :guilabel:`Digital Qualified Signature` provider's external
+   program and send it through the :abbr:`AdE (Agenzia Delle Entrate)` portal.
+
+Acceptance or Refusal
+~~~~~~~~~~~~~~~~~~~~~
+
+.. warning::
+   As Odoo does not handle sending signed invoices to :abbr:`PA (Public Administration)` businesses,
+   these states cannot be directly triggered by Odoo. When you upload the invoice on the :abbr:`AdE
+   (Agenzia Delle Entrate)` portal, Odoo receives notifications about it, putting the correct
+   :guilabel:`SdI State` on the invoice.
+
+After receiving the invoice through the :abbr:`SdI (Sistema di Interscambio)`, the :abbr:`PA (Public
+Administration)` business has 15 days to accept the invoice. If it does, then the process ends here.
+If the :abbr:`PA (Public Administration)` business refuses the invoice, it is still considered valid
+once it is accepted by the :abbr:`SdI (Sistema di Interscambio)`. You then have to issue a credit
+note to compensate and send it to the :abbr:`SdI (Sistema di Interscambio)`.
+
+Expired Terms
+~~~~~~~~~~~~~
+
+If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days, you need to contact
+the :abbr:`PA (Public Administration)` business directly, sending them both the invoice and the
+received deadline notification by email. You can make an arrangement with them and manually set the
+correct :guilabel:`SdI State` on your invoice.

content/applications/finance/fiscal_localizations/malaysia.rst

@@ -1,15 +0,0 @@
-========
-Malaysia
-========
-
-.. _malaysia/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Malaysia**, use
-   the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`.

content/applications/finance/fiscal_localizations/new_zealand.rst

@@ -1,15 +0,0 @@
-===========
-New Zealand
-===========
-
-.. _new-zealand/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **New Zealand**,
-   use the following value as :guilabel:`Payroll URL`: `https://api.nzpayroll.co.nz/`.

content/applications/finance/fiscal_localizations/singapore.rst

@@ -52,16 +52,3 @@ QR-code` option to *EMV Merchant-Presented QR-code*.
 
 Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
 generate the PayNow QR code.
-
-.. _singapore/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Singapore**,
-   use the following value as :guilabel:`Payroll URL`: `https://apisg.yourpayroll.io/`.
-

content/applications/finance/fiscal_localizations/united_kingdom.rst

@@ -115,15 +115,3 @@ each submission:
 .. note::
    During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
    companies.
-
-.. _united-kingdom/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **United
-   Kingdom**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.co.uk/`.

content/applications/general/email_communication/email_servers.rst

@@ -284,8 +284,8 @@ in the *System Parameters*. To override the following defaults they need to be a
 
 The two system parameters are as follows:
 
-- `mail.incoming.limit.period` (60 minutes by default)
-- `mail.incoming.limit.alias` (5 by default)
+- `mail.gateway.loop.minutes` (120 minutes by default)
+- `mail.gateway.loop.threshold` (20 by default)
 
 Add these fields in Odoo by first enabling :ref:`developer mode <developer-mode>`, and then
 navigating to :menuselection:`Settings --> Technical Menu --> Parameters --> System Parameters`.
@@ -293,13 +293,13 @@ Change the value of these parameters, as needed.
 
 When an email is received in the Odoo database on the catchall email address or on any alias, Odoo
 looks at the mail received for the given period of time defined in the system parameter
-`mail.incoming.limit.period`. If the received email was sent to an alias then Odoo will reference
-the `mail.incoming.limit.alias` system parameter and determine the value as the number of records
-this alias is allowed to create in the given period of time (value of `mail.incoming.limit.period`).
+`mail.gateway.loop.minutes`. If the received email was sent to an alias then Odoo will reference the
+`mail.gateway.loop.threshold` system parameter and determine the value as the number of records this
+alias is allowed to create in the given period of time (value of `mail.gateway.loop.minutes`).
 
 In addition, when email is received to the catchall email address, Odoo will reference the emails
 received to the database during the set period of time (as stated by the value in the system
-parameter: `mail.incoming.limit.period`). Odoo will then determine whether any of the emails
+parameter: `mail.gateway.loop.minutes`). Odoo will then determine whether any of the emails
 received match that of the email(s) being received during the specified time-frame, and will prevent
 a feedback loop from occurring if a duplicate email is detected.
 
@@ -325,6 +325,11 @@ recipient, and :abbr:`CC (Carbon Copy)` email addresses of an incoming email.
    the database falsely treats the email as the full `commercial` alias (with a different domain),
    and therefore, creates a ticket/lead/opportunity/etc.
 
+.. important::
+   This alias mismatch issue has been resolved in Odoo 17, however, the
+   `mail.catchall.domain.allowed` system parameter is still used in Odoo 17 for backward
+   compatibility.
+
 To add the `mail.catchall.domain.allowed` system parameter, first, activate the :ref:`developer mode
 <developer-mode>`. Then, go to :menuselection:`Settings app --> Technical --> Parameters section -->
 System Parameters`. Click :guilabel:`Create`. Then, type in `mail.catchall.domain.allowed` for the

content/applications/general/integrations.rst

@@ -7,3 +7,4 @@ Integrations
    integrations/mail_plugins
    integrations/unsplash
    integrations/geolocation
+   integrations/google_translate

content/applications/general/integrations/google_translate.rst

@@ -0,0 +1,123 @@
+================
+Google Translate
+================
+
+*Google Translate* can be used to translate user generated text in the Odoo chatter.
+
+Google API console
+==================
+
+A majority of the setup for integrating *Google Translate* into Odoo is done with the *Google API
+console*. Once the following processes are complete, an *API key* is created to input in Odoo.
+
+.. seealso::
+   `Google Translate setup on Google <https://cloud.google.com/translate/docs/setup>`_
+
+Create a new project
+--------------------
+
+To get started, go to the `Google API Console <https://console.developers.google.com>`_. Then, log
+in with a *Google Workspace* account, if there is one. If not, log in with a personal Gmail account
+(this should match the email address that has billing attached to it).
+
+Next, click :guilabel:`Create Project` on the far-right of the :guilabel:`OAuth consent screen`.
+
+.. tip::
+   If the *Google API Console* has existing projects, click the drop-down menu next to the
+   :guilabel:`Google Cloud` icon, and a pop-over window appears. Next, click :guilabel:`New Project`
+   top-right of the pop-over window.
+
+On the :guilabel:`New Project` screen, rename the :guilabel:`Project name` to `Odoo Translate`, and
+browse for the :guilabel:`Location`. Set the :guilabel:`Location` as the *Google Workspace
+organization*. If a personal Gmail account is being used, leave the :guilabel:`Location` as
+:guilabel:`No Organization`.
+
+.. image:: google_translate/new-project.png
+   :align: center
+   :alt: Project Name and Location for Google OAuth.
+
+Click on :guilabel:`Create` to finish this step.
+
+API library
+-----------
+
+Next, the *Cloud Translation API* needs to be installed on this newly-created project. To do that,
+click :menuselection:`Library` in the left menu. Then, search the term `Cloud Translation API`, and
+click into the result. This should be a *Google Enterprise API* labeled :guilabel:`Cloud Translation
+API`.
+
+Click :guilabel:`Enable` to install the library on this project.
+
+.. important::
+   Using the *Google Translate* API **requires** a current billing account with `Google
+   <https://https://myaccount.google.com/>`_.
+
+Once a billing account is setup with *Google* and the library is enabled, click :guilabel:`Manage`
+to finish configuration on the API.
+
+Create credentials
+------------------
+
+Now that the project is set up, and the *Cloud Translation API* is enabled, credentials **must** be
+created. This includes the *API key*.
+
+To begin this process, click :menuselection:`Credentials` in the left sidebar menu.
+
+Then, click :guilabel:`Create Credentials` in the top menu, and select :guilabel:`API key` from the
+drop-down menu.
+
+.. image:: google_translate/api-key.png
+   :align: center
+   :alt: Create an API key in the Google API console.
+
+Copy the :guilabel:`API key` for use in the next section.
+
+.. important::
+   For security purposes, the usage of the *API key* can be restricted.
+
+   To do that, go to the *API restrictions* by clicking on :guilabel:`Edit API key` in the pop-over
+   window, or by clicking on the listed API key on the :guilabel:`Credentials` page. From here, key
+   restrictions can be set. This includes setting an application to restrict the use of the API key,
+   and whether this API key can call any API.
+
+   It is recommended that the Odoo *Translate API* be restricted to **only** allow requests from the
+   configured Odoo database and to the *Cloud Translation API*.
+
+   To add the website restriction, click :guilabel:`Websites`, under the :guilabel:`Set an
+   application restriction`. Then, enter the address of the database *Google Translate* is being
+   used in, by clicking on :guilabel:`Add`. Lastly, add the :abbr:`URL (Uniform Resource Locator)`,
+   and click :guilabel:`Done`.
+
+   To restrict use of the key to a selected API, first, select :guilabel:`Restrict key`, under the
+   :guilabel:`API restrictions` section. Then use the drop-down menu to choose the API being
+   configured (*Cloud Translation API*).
+
+.. tip::
+   - Save the API key: copy the API key and store it somewhere secure.
+   - Do **not** share the API key publicly or expose it in client-side code.
+
+Odoo configuration
+==================
+
+To access the integration in Odoo, navigate to the :menuselection:`Settings app --> Discuss
+section`. Enter the API key into the field labeled :guilabel:`Message Translation`. Then,
+:guilabel:`Save` the settings, and *Google Translate* can be used in any chatter throughout the
+database.
+
+.. image:: google_translate/odoo-config.png
+   :align: center
+   :alt: Odoo configuration of the API key from the *Google API Console*.
+
+Translate chatter
+=================
+
+To translate a user's text from another language, click the :guilabel:`... (three dot)` icon menu to
+the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the
+*language* set on the user's preferences.
+
+.. image:: google_translate/google-translate.png
+   :align: center
+   :alt: Google Translate present in an Odoo database's chatter.
+
+.. seealso::
+   :ref:`language/change-user-language`

content/applications/general/iot/config.rst

@@ -11,6 +11,6 @@ Configuration
    config/connect
    config/pos
    config/https_certificate_iot
-   config/flash_sdcard
+   config/updating_iot
    config/troubleshooting
    config/windows_iot

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

@@ -37,8 +37,8 @@ via :ref:`WiFi <iot_connect/wifi>`.
 .. important::
    The disk image that the :abbr:`IoT (Internet of Things)` box SD card is formatted with is unique
    to the version of the Odoo database that the :abbr:`IoT (Internet of Things)` box is running on.
-   Ensure that the :abbr:`IoT (Internet of Things)` box is :doc:`flashed <flash_sdcard>` with the
-   most up-to-date disk image.
+   Ensure that the :abbr:`IoT (Internet of Things)` box is :ref:`flashed <iot/config/flash>` with
+   the most up-to-date disk image.
 
 .. _iot_connect/ethernet:
 

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

@@ -1,68 +0,0 @@
-====================
-Flashing the SD card
-====================
-
-In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD Card may need to be
-re-flashed to benefit from Odoo's latest :abbr:`IoT (Internet of Things)` image update. This means
-that the Odoo :abbr:`IoT (Internet of Things)` box software may need to be updated.
-
-Upgrade from the IoT box home page
-==================================
-
-Go to the :abbr:`IoT (Internet of Things)` box homepage by navigating to :menuselection:`IoT app -->
-IoT Boxes` and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box.
-Then click on :guilabel:`Update` (next to the version number).
-
-If a new version of the :abbr:`IoT (Internet of Things)` Box image is available, an
-:guilabel:`Upgrade to _xx.xx_` button will appear at the bottom of the page. Click this button to
-upgrade the unit and the :abbr:`IoT (Internet of Things)` box will then flash itself to the new
-version. All of the previous configurations will be saved.
-
-.. note::
-   This process can take more than 30 minutes. Do not turn off or unplug the :abbr:`IoT (Internet of
-   Things)` box as it would leave it in an inconsistent state. This means that the :abbr:`IoT
-   (Internet of Things)` box will need to be re-flashed with a new image. See
-   :ref:`flash_sdcard/etcher`.
-
-.. image:: flash_sdcard/flash-upgrade.png
-   :align: center
-   :alt: IoT box software upgrade in the IoT Box Home Page.
-
-.. _flash_sdcard/etcher:
-
-Upgrade with Etcher Software
-============================
-
-.. note::
-   A computer with a micro SD card reader/adapter is required in order to re-flash the micro SD
-   card.
-
-Navigate to Balena's website and download `Etcher <https://www.balena.io/>`_. It's a free and
-open-source utility used for burning image files onto drives. Click to `download
-<https://www.balena.io/etcher#download-etcher>`_. Install and launch the program on the computer.
-
-Then download the version-specific :abbr:`IoT (Internet of Things)` image from `nightly
-<http://nightly.odoo.com/master/iotbox/>`_.
-
-The following are image versions on the `nightly <http://nightly.odoo.com/master/iotbox/>`_ website
-with their corresponding Odoo database version:
-
-- Odoo V16 --> iotbox-latest.zip
-- Odoo V15 --> iotboxv21_10.zip
-- Odoo V14 --> iotboxv21_04.zip
-- Odoo V13 --> iotboxv20_10.zip
-
-The images should be downloaded and extracted to a convenient file location.
-
-After this step is complete, insert the :abbr:`IoT (Internet of Things)` box's micro SD card into
-the computer or reader. Open *Etcher* and select :guilabel:`Flash from file`, then find and select
-the image just downloaded and extracted. Next, select the drive the image should be burned to.
-Lastly, click on :guilabel:`Flash` and wait for the process to finish.
-
-.. image:: flash_sdcard/etcher-app.png
-   :align: center
-   :alt: Balena's Etcher software dashboard.
-
-.. note::
-   An alternative software for flashing the micro SD card is *Raspberry Pi Imager*. Download the
-   *Raspberry Pi* software `here <https://www.raspberrypi.com/software/>`_.

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

@@ -19,10 +19,10 @@ The pairing code does not show under the following circumstances:
   It is automatically removed from connected displays when this time has expired.
 - The version of the :abbr:`IoT (Internet of Things)` box image is too old. If the :abbr:`IoT
   (Internet of Things)` box image is from an earlier version, then the SD card of the :abbr:`IoT
-  (Internet of Things)` box will need to be re-flashed to update the image (see :doc:`Flashing the
-  SD Card <flash_sdcard>`).
+  (Internet of Things)` box needs to be re-flashed to update the image (see :ref:`Flashing the SD
+  Card <iot/config/flash>`).
 
-If none of the cases listed above correct the issue, then make sure that the :abbr:`IoT (Internet of
+If none of the cases listed above correct the issue, then make sure the :abbr:`IoT (Internet of
 Things)` box has correctly started, by checking that a fixed green LED is showing next to the power
 port.
 
@@ -100,18 +100,6 @@ printer.
    Epson and Star receipt printers and Zebra label printers do not need a driver to work. Make sure
    that no driver is selected for those printers.
 
-The printer is detected but is not recognized correctly
--------------------------------------------------------
-
-If the printer is not recognized correctly by Odoo and the :abbr:`IoT (Internet of Things)` box, go
-to the form view of the device (:menuselection:`IoT App --> Devices -->Printer Device`) and change
-the subtype. The three options available are: :guilabel:`Receipt Printer`, :guilabel:`Label
-Printer`, and :guilabel:`Office Printer`.
-
-.. image:: troubleshooting/sub-type.png
-   :align: center
-   :alt: Sub-type selection in a printer IoT device.
-
 Epson configuration special case
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 

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

@@ -0,0 +1,137 @@
+==============
+Updating (IoT)
+==============
+
+Due to the complexity of the :abbr:`IoT (Internet of Things)` box, and virtual Windows :abbr:`IoT
+(Internet of Things)` box, the term 'updating' can mean several different things.
+
+The actual drivers can be updated, the core code on the :abbr:`IoT (Internet of Things)` box can be
+updated, or a new image can be flashed (using a physical :abbr:`IoT (Internet of Things)` box).
+
+This document explores the various ways to update :abbr:`IoT (Internet of Things)` boxes to ensure
+smooth operation of :abbr:`IoT (Internet of Things)` box processes and devices.
+
+.. _iot/config/flash:
+
+Flashing the SD card on IoT box
+===============================
+
+.. important::
+   This update does **not** apply to the Windows :abbr:`IoT (Internet of Things)` box (Odoo 16 and
+   higher).
+
+   To update the Windows :abbr:`IoT (Internet of Things)`, first, uninstall the previous version of
+   the Odoo Windows program, and then reinstall it using the most up-to-date installation package.
+
+   To begin the installation, navigate to the Odoo 16 (or higher) installation package for
+   Enterprise or Community - Windows edition, at `Odoo's download page
+   <https://odoo.com/download>`_.
+
+In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD Card may need to be
+re-flashed with *Etcher* software to benefit from Odoo's latest :abbr:`IoT (Internet of Things)`
+image update. This means the Odoo :abbr:`IoT (Internet of Things)` box software may need to be
+updated in instances of a new :abbr:`IoT (Internet of Things)` box, or when a handler's update, or
+an update from the :abbr:`IoT (Internet of Things)` box home page, does not resolve issues.
+
+
+.. note::
+   - It is often necessary to re-flash the :abbr:`IoT (Internet of Things)` box's image after
+     upgrading the Odoo database to a new version.
+   - A computer with a micro SD card reader/adapter is **required** to re-flash the micro SD card.
+
+First, begin by downloading `Etcher <https://www.balena.io/etcher#download-etcher>`_. It is a free,
+open-source utility, used for burning image files onto drives. After the download completes, install
+and launch the program on the computer.
+
+Then, download the latest :abbr:`IoT (Internet of Things)` image from `nightly
+<http://nightly.odoo.com/master/iotbox>`_, which will be labeled as `iotbox-latest.zip`. This
+particular image is compatible with *all* supported versions of Odoo.
+
+After this step is complete, insert the :abbr:`IoT (Internet of Things)` box's micro SD card into
+the computer or reader. Open *Etcher*, and select :guilabel:`Flash from file`, then find and select
+the `iotbox-latest.zip` image and extract it. Next, select the drive the image should be burned to.
+
+Lastly, click :guilabel:`Flash`, and wait for the process to finish.
+
+.. image:: updating_iot/etcher-app.png
+   :align: center
+   :alt: Balena's Etcher software dashboard.
+
+.. tip::
+   Balena's *Etcher* software also allows for the administrator to flash the :abbr:`SD (Secure
+   Digital)` card from a :abbr:`URL (Uniform Resource Locator)`. To flash from a :abbr:`URL (Uniform
+   Resource Locator)`, simply click :guilabel:`Flash from URL`, instead of :guilabel:`Flash from
+   file`.
+
+   Then, enter the following: `http://nightly.odoo.com/master/iotbox/iotbox-latest.zip`.
+
+   .. image:: updating_iot/url-flash.png
+      :align: center
+      :alt:  A view of Balena's Etcher software, with the flash from URL option highlighted.
+
+.. note::
+   An alternative software for flashing the micro SD card is `Raspberry Pi Imager
+   <https://www.raspberrypi.com/software/>`_.
+
+.. _iot/config/homepage-upgrade:
+
+Update from the IoT box home page
+=================================
+
+In the background, the :abbr:`IoT (Internet of Things)` box uses a version of Odoo code to run and
+connect to the Odoo database. This code may need to be updated in order for the :abbr:`IoT (Internet
+of Things)` box to operate effectively. This operation should be completed on a routine basis, to
+ensure the :abbr:`IoT (Internet of Things)` system, and its processes, stay up-to-date.
+
+Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app
+--> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)`
+box. Then, click on :guilabel:`Update` (next to the version number).
+
+If a new version of the :abbr:`IoT (Internet of Things)` box image is available, an
+:guilabel:`Upgrade to _xx.xx_` button appears at the bottom of the page. Click this button to
+upgrade the unit, at which point the :abbr:`IoT (Internet of Things)` box flashes itself to the
+newer version. All of the previous configurations are then saved.
+
+.. important::
+   This process can take more than 30 minutes. Do **not** turn off, or unplug, the :abbr:`IoT
+   (Internet of Things)` box, as it would leave it in an inconsistent state. This means the
+   :abbr:`IoT (Internet of Things)` box needs to be :ref:`re-flashed <iot/config/flash>` with a new
+   image.
+
+.. image:: updating_iot/flash-upgrade.png
+   :align: center
+   :alt: IoT box software upgrade in the IoT Box Home Page.
+
+Handler (driver) update
+=======================
+
+There may be some instances where drivers or interfaces need to be updated for individual devices
+(e.g. scales, measurement tools, etc.). The IoT handler's (drivers and interfaces) code can be
+modified by syncing them with the configured server handler's code.
+
+This can be helpful in instances where :abbr:`IoT (Internet of Things)` devices (e.g. scales,
+measurement tools, etc.) are not working properly with the :abbr:`IoT (Internet of Things)` box.
+
+For both the Windows :abbr:`IoT (Internet of Things)` (Odoo 16 and higher) and physical :abbr:`IoT
+(Internet of Things)` box, this process can be performed manually from the :abbr:`IoT (Internet of
+Things)` box home page. Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to
+:menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT
+(Internet of Things)` box.
+
+Next, click :guilabel:`Handlers list`, and then select :guilabel:`Load Handlers` at the bottom of
+the page.
+
+.. image:: updating_iot/load-handlers.png
+   :align: center
+   :alt: Handlers list on an IoT box with the load handlers button highlighted.
+
+.. important::
+   Handler's code is fetched from the configured server, and it needs to be up-to-date to have the
+   latest fixes and patches.
+
+.. note::
+   A handler update is also performed automatically each time the :abbr:`IoT (Internet of Things)`
+   box is restarted. The only exception to this process is if the *Automatic drivers update* is
+   unchecked in the form view of the :abbr:`IoT (Internet of Things)` box on the Odoo server. This
+   setting can be reached by going to :menuselection:`IoT App --> Select the IoT box --> Automatic
+   drivers update`.

content/applications/general/users/access_rights.rst

@@ -1,67 +1,184 @@
 =============
-Access Rights
+Access rights
 =============
 
-Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Users &
-Companies --> Groups`.
+*Access rights* are permissions that determine the content and applications users can access and
+edit. In Odoo, these permissions can be set for individual users or for groups of users. Limiting
+permissions to only those who need them ensures that users do not modify or delete anything they
+should not have access to.
 
-Groups
-======
+**Only** an *administrator* can change access rights.
 
-| When choosing the groups the user can have access under
-  :ref:`Access Rights <users/add-individual>`, details of the rules and inheritances of that group
-  are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules
-  to models within an application.
-| Under *Users*, have a list of the current ones. The ones with administrative rights are shown
-  in black.
+.. danger::
+   Making changes to access rights can have a detrimental impact on the database. This includes
+   *impotent admin*, which means that no user in the database can make changes to the access rights.
+   For this reason, Odoo recommends contacting an Odoo Business Analyst, or our Support Team, before
+   making changes.
 
-.. image:: access_rights/groups-users.png
+.. tip::
+   A user **must** have the specific *Administration* access rights set on their user profile, in
+   order to make changes on another user's settings for access rights.
+
+   To access this setting, navigate to :menuselection:`Settings app --> Manage users --> select a
+   user --> Access Rights tab --> Administration section --> Administration field`.
+
+   Once at the setting, an already existing administrator **must** change the setting in the
+   :guilabel:`Administration` field to :guilabel:`Access Rights`.
+
+   Once complete, click :guilabel:`Save` to save the changes, and implement the user as an
+   administrator.
+
+Users
+=====
+
+The access rights for :ref:`individual users <users/add-individual>` are set when the user is added
+to the database, but they can be adjusted at any point in the user's profile.
+
+To make changes to a user's rights, click on the desired user to edit their profile.
+
+.. image:: access_rights/navigate-to-users-menu.png
    :align: center
-   :alt: View of a group’s form emphasizing the tab users in Odoo
+   :alt: Users menu in the Users & Companies section of the Settings app of Odoo.
 
-*Inherited* means that users added to this application group are automatically added to the
-following ones. In the example below, users who have access to the group *Administrator* of *Sales*
-also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
+On the user's profile page, in the :guilabel:`Access Rights` tab, scroll down to view the current
+permissions.
 
-.. image:: access_rights/groups-inherited.png
+For each app, use the drop-down menu to select what level of permission this user should have. The
+options vary for each section, yet the most common are: :guilabel:`Blank/None`, :guilabel:`User: Own
+Documents`, :guilabel:`User: All Documents`, or :guilabel:`Administrator`.
+
+The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has the following options:
+:guilabel:`Settings` or :guilabel:`Access Rights`.
+
+.. image:: access_rights/user-permissions-dropdown-menu.png
    :align: center
-   :height: 330
-   :alt: View of a group’s form emphasizing the tab inherited in Odoo
+   :alt: The Sales apps drop-down menu to set the user's level of permissions.
+
+Create and modify groups
+========================
+
+*Groups* are app-specific sets of permissions that are used to manage common access rights for a
+large amount of users. Administrators can modify the existing groups in Odoo, or create new ones to
+define rules for models within an application.
+
+To access groups, first activate Odoo's :ref:`developer mode <developer-mode>`, then go to
+:menuselection:`Settings app --> Users & Companies --> Groups`.
+
+.. image:: access_rights/click-users-and-companies.png
+   :align: center
+   :alt: Groups menu in the Users & Companies section of the Settings app of Odoo.
+
+To create a new group from the :guilabel:`Groups` page, click :guilabel:`Create`. Then, from the
+blank group form, select an :guilabel:`Application`, and complete the group form (detailed below).
+
+To modify existing groups, click on an existing group from the list displayed on the
+:guilabel:`Groups` page, and edit the contents of the form.
+
+Enter a :guilabel:`Name` for the group and tick the checkbox next to :guilabel:`Share Group`, if
+this group was created to set access rights for sharing data with some users.
 
 .. important::
-   Remember to always test the settings being changed in order to ensure that they are being applied
-   to the needed and right users.
+   Always test the settings being changed to ensure they are being applied to the correct users.
 
-The *Menus* tab is where you define which menus (models) the user can have access to.
+The group form contains multiple tabs for managing all elements of the group. In each tab, click
+:guilabel:`Add a line` to add a new row for users or rules, and click the :guilabel:`❌ (remove)`
+icon to remove a row.
 
-.. image:: access_rights/groups-menus.png
+.. image:: access_rights/groups-form.png
    :align: center
-   :height: 330
-   :alt: View of a group’s form emphasizing the tab menus in Odoo
+   :alt: Tabs in the Groups form to modify the settings of the group.
 
-*Access Rights* rules are the first level of rights. The field is composed of the object name, which
-is the technical name given to a model. For each model, enable the following options as appropriate:
+- :guilabel:`Users` tab: lists the current users in the group. Users listed in black have
+  administrative rights. Users without administrative access appear in blue. Click :guilabel:`Add a
+  line` to add users to this group.
+- :guilabel:`Inherited` tab: inherited means that users added to this group are automatically added
+  to the groups listed on this tab. Click :guilabel:`Add a line` to add inherited groups.
 
-- *Read*: the values of that object can be only seen by the user.
-- *Write*: the values of that object can be edited by the user.
-- *Create*: values for that object can be created by the user.
-- *Delete*: the values of that object can be deleted by the user.
+  .. example::
+     For example, if the group *Sales/Administrator* lists the group *Website/Restricted Editor* in
+     its :guilabel:`Inherited` tab, then any users added to the *Sales/Administrator* group
+     automatically receive access to the *Website/Restricted Editor* group, as well.
 
-.. image:: access_rights/groups-access-rights.png
-   :align: center
-   :alt: View of a group’s form emphasizing the tab access rights in Odoo
+- :guilabel:`Menus` tab: defines which menus/models the group can have access to. Click
+  :guilabel:`Add a line` to add a specific menu.
+- :guilabel:`Views` tab: lists which views in Odoo the group has access to. Click :guilabel:`Add a
+  line` to add a view to the group.
+- :guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has access
+  rights to. Click :guilabel:`Add a line` to link access rights to this group. In this tab, the
+  :guilabel:`Model` column represents the common name of the menu/model, and the :guilabel:`Name`
+  column represents the technical name given to the model. For each model, enable the following
+  options as appropriate:
 
-| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite,
-  or refine, the *Access Rights*.
-| A record rule is written using a *Domain*. Domains are conditions used to filter or searching
-  data. Therefore, a domain expression is a list of conditions. For each rule, choose among the
-  following options: *Read*, *Write*, *Create* and *Delete* values.
+  - :guilabel:`Read`: users can see the object's existing values.
+  - :guilabel:`Write`: users can edit the object's existing values.
+  - :guilabel:`Create`: users can create new values for the object.
+  - :guilabel:`Delete`: users can delete values for the object.
 
-.. image:: access_rights/groups-record-rules.png
-   :align: center
-   :alt: View of a group’s form emphasizing the tab record rules in Odoo
+  .. tip::
+     First try searching for the common name of the model in the drop-down menu of the
+     :guilabel:`Model` column. The :guilabel:`Model` technical name can be found by expanding the
+     model common name, which can be done by clicking the :guilabel:`(external link)` icon.
+
+     The model technical name can also be accessed in :ref:`developer mode <developer-mode>`.
+
+     On a form, navigate to any field, and hover over the field name. A box of backend information
+     reveals itself with the specific Odoo :guilabel:`Object` name in the backend. This is the
+     technical name of the model that should be added.
+
+     .. image:: access_rights/technical-info.png
+        :align: center
+        :alt: Technical information shown on a field of a model, with object highlighted.
+
+- :guilabel:`Record Rules`: lists the second layer of editing and visibility rights.
+  :guilabel:`Record Rules` overwrite, or refine, the group's access rights. Click :guilabel:`Add a
+  line` to add a record rule to this group. For each rule, choose values for the following options:
+
+  - :guilabel:`Apply for Read`.
+  - :guilabel:`Apply for Write`.
+  - :guilabel:`Apply for Create`.
+  - :guilabel:`Apply for Delete`.
+
+  .. important::
+     Record rules are written using a *domain*, or conditions that filter data. A domain expression
+     is a list of such conditions. For example:
+
+     `[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`
+
+     This record rule is to enable MRP consumption warnings for subcontractors.
+
+     Odoo has a library of preconfigured record rules for ease of use. Users without knowledge of
+     domains (and domain expressions) should consult an Odoo Business Analyst, or the Odoo Support
+     Team, before making changes.
+
+Superuser mode
+==============
+
+*Superuser mode* allows the user to bypass record rules and access rights. To activate *Superuser
+mode*, first, activate :ref:`developer mode <developer-mode>`. Then, navigate to the *debug* menu,
+represented by a :guilabel:`🪲 (bug)` icon, located in the top banner.
+
+Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`.
 
 .. important::
-   Making changes in access rights can have a big impact on the database. For this reason, we
-   recommend you to contact your Odoo Business Analyst or our Support Team, unless you have
-   knowledge about Domains in Odoo.
+   Only users with *Settings* access for the *Administration* section of the *Access Rights* (in
+   their user profile) are allowed to log in to *Superuser mode*.
+
+.. danger::
+   *Superuser mode* allows for circumvention of record rules and access rights, and therefore,
+   should be exercised with extreme caution.
+
+   Upon exiting *Superuser mode*, users may be locked out of the database, due to changes that were
+   made. This can cause *impotent admin*, or an administrator without the ability to change access
+   rights/settings.
+
+   In this case contact Odoo Support here: `new help ticket <https://www.odoo.com/help>`_. The
+   support team is able to restore access using a support login.
+
+To leave *Superuser mode*, log out of the account, by navigating to the upper-right corner, and
+clicking on the :guilabel:`OdooBot` username. Then, select the :guilabel:`Log out` option.
+
+.. tip::
+   An alternative way to activate *Superuser mode* is to login as a superuser. To do that, navigate
+   to the login screen, and enter the appropriate :guilabel:`Email` and :guilabel:`Password`.
+
+   Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`.

content/applications/general/users/language.rst

@@ -23,6 +23,8 @@ select a language to install and click on **LOAD.**
     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
 ====================
 

content/applications/hr/attendances.rst

@@ -11,26 +11,26 @@ Attendances
 
 Odoo's *Attendances* application functions as a time clock. Employees are able to check in and out
 of work using a dedicated device in kiosk mode, while users are also able to check in and out of
-work directly from the database. Managers can quickly see who is available at any given time, and
-create reports to see everyone's hours, and gain insights on which employees are working overtime,
-or checking out of work earlier than expected.
+work directly from the database. Managers can quickly see who is available at any given time, create
+reports to see everyone's hours, and gain insights on which employees are working overtime, or
+checking out of work earlier than expected.
 
 .. _attendances/access-rights:
 
-Access Rights
+Access rights
 =============
 
 It is important to understand how the different access rights affect what users can access in the
 *Attendances* application.
 
-Every user in the database is always able to access their own information on the dashboard, and can
+Every user in the database is always able to access their own information on the dashboard and can
 check in and out directly from the database. Access to all the other features is determined by
 access rights.
 
 To see what access rights a user has, navigate to the :menuselection:`Settings application --> Users
 & Companies: Users`, and click on an individual user. The :guilabel:`Access Rights` tab is visible
 by default. Scroll down to the :guilabel:`Human Resources` section to see the setting. For the
-:guilabel:`Attendances` field, the options are either to leave the field blank, or select
+:guilabel:`Attendances` field, the options are either to leave the field blank or select
 :guilabel:`Administrator`.
 
 If the :guilabel:`Administrator` option is selected, the user has full access to the entire
@@ -39,36 +39,35 @@ enter kiosk mode from the application, access all reporting metrics, and make mo
 settings.
 
 If left blank, the user can only view their own information on the *Attendances* application
-dashboard, and can view their own personal attendance records under the reporting feature. Everyone
-else's attendance records will be hidden from view on the report. There is no access to either the
-kiosk mode or the configuration menu.
+dashboard and can view their own personal attendance records under the reporting feature. All other
+attendance records are hidden from view on the report. There is no access to either the kiosk mode
+or the configuration menu.
 
 .. _attendances/approvers:
 
 Approvers
 ---------
 
-The only other scenario where different information may be accessible in the *Attendances*
+The **only** other scenario where different information may be accessible in the *Attendances*
 application is for approvers. If a user does *not* have administrative rights for the *Attendances*
 application, but they are set as an employee's approver for the *Attendances* application, that user
-will be able to view the attendance records for that specific employee, as well as make
-modifications to that employee's attendance records (when necessary). This applies to all employee's
-the user is listed as the *Attendances* application approver. Approvers are typically managers,
-though this is not necessary.
+is able to view the attendance records for that specific employee, as well as make modifications to
+that employee's attendance records, if necessary. This applies to all employees for whom the user is
+listed as the *Attendances* application approver. Approvers are typically managers, though this is
+not required.
 
 To see who the attendance approver is for an employee, navigate to the :menuselection:`Employees
-application` and click on the specific employee. Click on the :guilabel:`Work Information` tab, and
+application` and click on the specific employee. Click on the :guilabel:`Work Information` tab,
 scroll to the :guilabel:`Approvers` section, and check the :guilabel:`Attendance` field. The person
-selected will be able to view that employees' attendance records, both on the *Attendances*
-application dashboard as well as in the attendance reports, and make modifications to their
-records.
+selected is able to view that employees' attendance records, both on the *Attendances* application
+dashboard as well as in the attendance reports, and make modifications to their records.
 
 Configuration
 =============
 
-There are very few configurations needed in the *Attendances* application. Determining how employees
-check in and out, defining how the kiosks function, and determining how extra hours are computed are
-all set in the Configuration menu. Navigate to the :menuselection:`Attendances application-->
+Few configurations are needed in the *Attendances* application. Determining how employees check in
+and out, defining how the kiosks function, and determining how extra hours are computed are all set
+in the Configuration menu. Navigate to the :menuselection:`Attendances application -->
 Configuration` to access the configuration menu.
 
 Modes
@@ -81,8 +80,8 @@ Modes
   :guilabel:`Manual Selection`.
 
   .. important::
-     The *Barcode* application **does not** need to be installed in order to use one of the
-     Barcode/RFID settings.
+     The *Barcode* application **does not** need to be installed to use one of the Barcode/RFID
+     settings.
 
 - :guilabel:`Attendances from Backend`: activate this selection to allow users to check in and out
   directly from the Odoo database. If this is not activated, users must use a kiosk to check in and
@@ -90,62 +89,75 @@ Modes
 
 .. _attendances/kiosk-settings:
 
-Kiosk Settings
+Kiosk settings
 --------------
 
 This section only needs to be configured if employees use kiosks for checking in and out. If kiosks
-are *not* being used, modifying any of these fields will **not** adversely affect the functionality
-of the Attendances application.
+are **not** being used, modifying any of these fields does **not** adversely affect the
+*Attendances* application.
 
-- :guilabel:`Barcode Source`: this setting appears if either of the two Barcode/RFID selections were
-  configured for the :ref:`Kiosk Mode <attendances/kiosk-mode>` setting. Select how barcodes are
-  scanned at the kiosk, either with a dedicated barcode :guilabel:`Scanner`, or the device's
-  :guilabel:`Front Camera`, or :guilabel:`Back Camera`.
+- :guilabel:`Barcode Source`: this setting appears **only** if either of the two Barcode/RFID
+  selections were configured for the :ref:`Kiosk Mode <attendances/kiosk-mode>` setting. Select how
+  barcodes are scanned at the kiosk, either with a dedicated barcode :guilabel:`Scanner`, or the
+  device's :guilabel:`Front Camera`, or :guilabel:`Back Camera`.
 - :guilabel:`Employee PIN Identification`: activate this option if employees should use a unique PIN
   to check in. PINs are configured on each individual employee record. Refer to the
   :doc:`../hr/employees/new_employee` documentation for more information on setting up PINs.
 - :guilabel:`Display Time`: set the duration (in seconds) the check in and check out confirmation
   screen remains on the kiosk before going back to the main check in screen.
-- :guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) in order to use a
-  device as a kiosk without having to sign in to the Odoo database. When setting up a kiosk device,
-  navigate to this unique web address in a web browser to present the Attendances application kiosk.
+- :guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) to use a device as a
+  kiosk without having to sign in to the Odoo database. When setting up a kiosk device, navigate to
+  this unique web address in a web browser to present the Attendances application kiosk.
 
   .. important::
      These kiosk URLs are **not** secured with any type of access code. Anyone who has the URL can
      access the Attendances application kiosk. If the URL is compromised for any reason, such as in
      the event of a security breach, click :guilabel:`Generate a new Kiosk Mode URL`, located
-     beneath the link, to generate a new URL and update the kiosk(s) accordingly.
+     beneath the link, to generate a new URL and update the kiosk accordingly.
 
-Extra Hours
+Extra hours
 -----------
 
+This section specifies how extra time is calculated, including when extra time is counted and what
+time is not logged.
+
 - :guilabel:`Count of Extra Hours`: enable this box to allow employees to log extra hours beyond
   their set working hours (sometimes referred to as *overtime*). Activating this selection displays
   the following settings as well. If this is not activated, no other configurations appear.
 
   - :guilabel:`Start From`: the current date is automatically entered in this field. If desired,
-    click on this field and use the calendar selector to modify the start date that extra hours will
-    be logged.
-  - :guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that will
-    *not* count towards an employee's overtime. When an employee checks out, and the extra time
-    logged is below the specified minutes, the extra time will *not* be counted as overtime for the
+    click on this field and use the calendar selector to modify the start date on which extra hours
+    are logged.
+  - :guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that is
+    **not** counted towards an employee's overtime. When an employee checks out, and the extra time
+    logged is below the specified minutes, the extra time is **not** counted as overtime for the
     employee.
   - :guilabel:`Tolerance Time In Favor Of Employee`: enter the amount of time, in minutes, that an
-    employee is given, that will not adversely affect their attendance if they log less time than
-    their working hours. When an employee checks out, and the total time logged for the day is less
-    than their specified working hours, and less than this specified grace period, they will not be
-    penalized for their reduced hours.
-  - :guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an
-    employee when they check out with a kiosk, or when a user checks out in the database.
+    employee is given, that does **not** adversely affect their attendance if they log less time
+    than their working hours. When an employee checks out, and the total time logged for the day is
+    less than their specified working hours and less than this specified grace period, they are
+    **not** penalized for their reduced hours.
 
     .. example::
        A company sets both of the :guilabel:`Tolerance` fields to `15` minutes, and the working
-       hours for the entire company is set from 9:00 AM to 5:00 PM. If an employee checks in at 9:00
-       AM, and checks out at 5:14 PM, the extra 14 minutes are *not* counted towards their overtime.
+       hours for the entire company are set from 9:00 AM to 5:00 PM.
+
+       If an employee checks in at 9:00 AM, and checks out at 5:14 PM, the extra 14 minutes are
+       **not** counted towards their overtime.
+
        If an employee checks in at 9:05 AM, and checks out at 4:55 PM, even though they logged a
-       total of 10 minutes less than their full working hours, they will not be penalized for this
+       total of 10 minutes less than their full working hours, they are **not** penalized for this
        discrepancy.
 
+  - :guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an
+    employee when they check out with a kiosk, or when a user checks out in the database.
+
+.. note::
+   Employees are still able to log overtime hours even if the :guilabel:`Count of Extra Hours`
+   option is not activated. The difference is that when :guilabel:`Count of Extra Hours` is
+   activated, the extra hours can be :ref:`deducted from an approved time off request
+   <time_off/deduct-extra-hours>`.
+
 .. _attendances/check-in:
 
 Check in and out via the database
@@ -169,47 +181,58 @@ Check in
 
 If the attendance widget circle is red, this indicates the user is not currently checked in. Click
 the :guilabel:`🔴 (red circle)` and the attendance widget appears, displaying a green
-:guilabel:`Check in ->` button.
+:guilabel:`Check in ➡️` button.
 
 .. image:: attendances/check-in.png
    :align: center
    :alt: Top right main menu with check in button highlighted.
 
+When the user checks in from the database, the *Attendances* app logs the location details for the
+user, including the IP Address and GPS coordinates.
+
+.. important::
+   For the *Attendances* app to log the location details, the user must allow their computer to
+   access their location information.
+
 If the user has not checked in and out already during the current work day, this button is the only
 visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today`
 field appears above the button, and the total amount of time that has been logged for the day
-appears beneath that field, in an :guilabel:`XX:XX` (hours:minutes) format.
+appears beneath that field, in an :guilabel:`HH:MM` (hours:minutes) format.
 
-Click the :guilabel:`Check in ->` button to check in. The :guilabel:`🔴 (red circle)` in the top
+Click the :guilabel:`Check in ➡️` button to check in. The :guilabel:`🔴 (red circle)` in the top
 menu changes to green, and the widget changes appearance as well. The widget updates to reflect that
-the user has checked in, by changing the green :guilabel:`Check in ->` button to a yellow
-:guilabel:`Check out ->` button.
+the user has checked in, by changing the green :guilabel:`Check in ➡️` button to a yellow
+:guilabel:`Check out ➡️` button.
 
 Click anywhere on the screen to close the attendance widget.
 
 Check out
 ---------
 
-If the user is checking out for the first time, :guilabel:`Since XX:XX (AM/PM)` appears at the top
+If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top
 of the widget, with the time the user checked in populating the time field. Beneath that line,
-:guilabel:`XX:XX` is displayed, indicating the hours and minutes that have elapsed since checking
+:guilabel:`HH:MM` is displayed, indicating the hours and minutes that have elapsed since checking
 in. As time passes, this value is updated to reflect the hours and minutes that have passed since
 the user checked in.
 
 If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before
-XX:XX (AM/PM)` field appears in addition to the :guilabel:`Since XX:XX (AM/PM)` field. The time
+HH:MM (AM/PM)` field appears in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The time
 displayed in both of these fields are populated with the most recent check in time, and will match.
-Beneath the :guilabel:`Before XX:XX (AM/PM)` field, the previously logged hours are displayed, in an
-:guilabel:`XX:XX` (hours:minutes) format.
+Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged hours are displayed, in an
+:guilabel:`HH:MM` (hours:minutes) format.
 
 In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is
-the sum of both the :guilabel:`Before XX:XX (AM/PM)` and :guilabel:`Since XX:XX (AM/PM)` fields, and
+the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and
 is the total time that will be logged for the user, if they were to log out at that moment.
 
-As time passes, both the :guilabel:`Since XX:XX (AM/PM)` and :guilabel:`Total today` fields are
-updated live. To check out, click the yellow :guilabel:`Check out ->` button. The attendance widget
+As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are
+updated live. To check out, click the yellow :guilabel:`Check out ➡️` button. The attendance widget
 updates again, displaying the :guilabel:`Total today` field with the logged time, and the yellow
-:guilabel:`Check out ->` button changes to a green :guilabel:`Check in ->` button.
+:guilabel:`Check out ➡️` button changes to a green :guilabel:`Check in ➡️` button.
+
+When the user checks out from the database, the *Attendances* app logs the location details for the
+user. This information is **only** logged if the user allows their computer to access this
+information.
 
 .. image:: attendances/check-in-database-message.png
    :align: center
@@ -221,7 +244,9 @@ updates again, displaying the :guilabel:`Total today` field with the logged time
    out, the information is stored and appears on the dashboard, including check ins and check outs
    with no time value.
 
-Kiosk Mode
+.. _attendances/kiosk-mode-entry:
+
+Kiosk mode
 ==========
 
 Some companies may opt to use a dedicated device (a laptop or desktop PC, a tablet, or a mobile
@@ -229,12 +254,12 @@ phone) for employees to check in and check out from. Kiosk mode is used for thes
 
 .. important::
    If users check in and out using either a badge or an RFID, then an accessible device in kiosk
-   mode **must** be available in order to check in and check out using these two methods.
+   mode **must** be available to check in and check out using these two methods.
 
 Entering kiosk mode is only available for users with specific :ref:`access rights
 <attendances/access-rights>`.
 
-There are three ways that kiosk mode can be activated:
+Kiosk mode can be activated in three different ways:
 
 #. Navigate to the :guilabel:`Attendances` application, and click :guilabel:`Kiosk Mode` in the top
    menu. The device then enters kiosk mode.
@@ -252,9 +277,9 @@ There are three ways that kiosk mode can be activated:
    :alt: The Attendances Kiosk URL field in the settings section of the Attendances application.
 
 As a security measure, once a device is in kiosk mode, it is not possible to exit kiosk mode and go
-back into the database without singing back in. To exit kiosk mode, click the back button in the web
-browser. This logs the user out of the database, and returns to the main log in screen. This
-prevents anyone from accessing the database, adding another layer of security.
+back into the database without signing back in. To exit kiosk mode, click the back button in the web
+browser. This logs the user out of the database, and returns to the main log in screen. This adds an
+extra layer of security, preventing anyone from accessing the database.
 
 Badge
 -----
@@ -294,7 +319,7 @@ ways to quickly find a specific person:
 - :guilabel:`Department`: to quickly filter the presented employees, tap on a department to display
   only those employees that are part of that department. The :guilabel:`Departments` are listed on
   the left side of the screen, and the number at the end of each department indicates how many
-  employees are part of the department, and will be displayed when selected.
+  employees are part of the department, and is displayed when selected.
 
 PIN
 ~~~
@@ -322,7 +347,7 @@ Confirmation message
 
 When an employee checks in or out, a confirmation message appears with all the check in or check out
 information. When checking in, a welcome message appears, as well as the date and time of check in.
-An :guilabel:`Hours Previously Today: XX:XX` field also appears, displaying any time already logged
+An :guilabel:`Hours Previously Today: HH:MM` field also appears, displaying any time already logged
 for that employee for the day. If no time has already been logged, the value displayed is `00:00`.
 Beneath the message is an :guilabel:`OK` button. To exit the screen before the preset time in the
 kiosk, tap the :guilabel:`OK` button.
@@ -353,12 +378,12 @@ the :guilabel:`Gantt` button, located next to the :guilabel:`List` button.
 
 The default view presents the current day's information. To present the information for the
 :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year`, click on the :guilabel:`Day` button to
-reveal a drop-down, displaying those other options. Select the desired view, and the dashboard will
-update, presenting the selected information. To change the :guilabel:`Day`, :guilabel:`Week`,
-:guilabel:`Month`, or :guilabel:`Year` presented, click the left or right :guilabel:`arrow` buttons
-on either side of the drop-down button. To jump back to a view containing the current day, click the
-:guilabel:`Today` button. The refreshed the dashboard, presenting information containing the current
-day's information.
+reveal a drop-down, displaying those other options. Select the desired view, and the dashboard
+updates, presenting the selected information. To change the :guilabel:`Day`, :guilabel:`Week`,
+:guilabel:`Month`, or :guilabel:`Year` presented, click the :guilabel:`← (left arrow)` or
+:guilabel:`→ (right arrow)` buttons on either side of the drop-down menu. To jump back to a view
+containing the current day, click the :guilabel:`Today` button. This refreshes the dashboard,
+presenting information containing the current day's information.
 
 In the :guilabel:`Day` view, the column for the current hour is highlighted in yellow. If the
 :guilabel:`Week` or :guilabel:`Month` view is selected, the column for the current day is
@@ -375,13 +400,14 @@ proper :ref:`access rights <attendances/access-rights>` and/or are :ref:`approve
 
 .. _attendances/filters-groups:
 
-Filters and Groups
+Filters and groups
 ------------------
 
-To filter the results in the dashboard or to present different groups of information, click the
-drop-down button in the :guilabel:`Search` bar above the dashboard, then select one of the available
-:guilabel:`Filters` or :guilabel:`Group By` options. There are several pre-configured filters and
-groups to choose from, as well as an option to create custom ones.
+To filter the results in the overview dashboard, or to present different groups of information,
+click the :guilabel:`🔻 (triangle drop down)` button in the right side of the :guilabel:`Search` bar
+above the dashboard, and select one of the available :guilabel:`Filters` or :guilabel:`Group By`
+options. There are several pre-configured filters and groups to choose from, as well as an option to
+create custom ones.
 
 Filters
 ~~~~~~~
@@ -419,11 +445,61 @@ The default groups that can be selected are:
 
 .. _attendances/errors:
 
+Attendance log details
+----------------------
+
+Odoo captures various time and location details when a user checks in and out. The specific details
+provided are determined by the method the user checked in and out.
+
+To view the specific check in and/or check out details for an employee, click on an individual entry
+in the overview dashboard.
+
+A detailed attendance log for the user appears in a pop-up window. To close the detailed attendance
+log, click the :guilabel:`Save & Close` button in the bottom-left corner of the form.
+
+The detailed attendance log contains the following information:
+
+Main details
+~~~~~~~~~~~~
+
+- :guilabel:`Employee`: the name of the employee.
+- :guilabel:`Check In`: the date and time the employee checked in.
+- :guilabel:`Check Out`: the date and time the employee checked out. This only appears if the
+  employee has checked out.
+- :guilabel:`Worked Hours`: the total amount of time the employee logged for the day, in an hour and
+  minute format (HH:MM). This value calculates all the checks in and check outs for the day, if the
+  employee checked in and out multiple times.
+- :guilabel:`Extra Hours`: any extra hours the employee logged that is beyond their expected working
+  hours.
+
+Check in/check out details
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The following information appears for both the :guilabel:`Check In` and :guilabel:`Check Out`
+sections.
+
+- :guilabel:`Mode`: the method with which the attendance information was gathered.
+  :guilabel:`Systray` is displayed if the employee logged in and out :ref:`directly from the
+  database <attendances/check-in>`, :guilabel:`Manual` is displayed if the employee logged in and
+  out :ref:`using an attendance kiosk <attendances/kiosk-mode-entry>`.
+- :guilabel:`IP Address`: the IP address for the computer the employee used to log in or out.
+- :guilabel:`Browser`: the web browser the employee used to log in or out.
+- :guilabel:`Localization`: the city and country associated with the computer's IP address.
+- :guilabel:`GPS Coordinates`: the specific coordinates when the user logged in or out. To view the
+  specific coordinates on a map, click the :guilabel:`→ View on Maps` button beneath the
+  :guilabel:`GPS Coordinates`. This opens a map in a new browser tab, with the specific location
+  pointed out.
+
+.. image:: attendances/details.png
+   :align: center
+   :alt: The detailed information for an attendance entry.
+
 Errors
 ------
 
-Entries that contain an error appear on the dashboard in red. In the :guilabel:`Gantt view`, the
-entry appears with a red background. If in the :guilabel:`List view`, the entry text appears in red.
+Entries that contain an error appear on the overview dashboard in red. In the :guilabel:`Gantt
+view`, the entry appears with a red background. If in the :guilabel:`List view`, the entry text
+appears in red.
 
 An error typically occurs when an employee has checked in but has not checked out within the last
 24 hours, or when an employee has a check in and check out period spanning over 16 hours.