[REM] reference/user_interface: remove banner_route

This commit removes the documentation about the banner_route view
attribute, which has been dropped in odoo/odoo#177244.

Task~4126004

conf.py

@@ -231,6 +231,7 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    'saas-17.4': "Odoo Online",
     'saas-17.2': "Odoo Online",
     'saas-17.1': "Odoo Online",
     '17.0': "Odoo 17",
@@ -252,11 +253,13 @@ languages_names = {
     'es': 'ES',
     'fr': 'FR',
     'it': 'IT',
-    'ko': 'KO',
+    'ja': 'JA',
+    'ko': 'KR',
     'nl': 'NL',
     'pt_BR': 'PT',
     'ro': 'RO',
     'sv': 'SV',
+    'th': 'TH',
     'uk': 'UA',
     'zh_CN': 'ZH (CN)',
     'zh_TW': 'ZH (TW)'
@@ -391,6 +394,9 @@ def setup(app):
     app.add_config_value('is_remote_build', None, 'env')  # Whether the build is remotely deployed
     app.add_config_value('source_read_replace_vals', {}, 'env')
     app.connect('source-read', source_read_replace)
+    # TODO uncomment after moving to >= v7.2.5 to also substitute placeholders in included  files.
+    #  See https://github.com/sphinx-doc/sphinx/commit/ff1831
+    #  app.connect('include-read', source_read_replace)
 
     app.add_lexer('json', JsonLexer)
     app.add_lexer('xml', XmlLexer)

content/administration/odoo_sh/advanced/frequent_technical_questions.rst

@@ -29,3 +29,32 @@ We advise that:
 - Your scheduled actions should be
   `idempotent <https://stackoverflow.com/a/1077421/3332416>`_: they must not
   cause side-effects if they are started more often than expected.
+
+.. _ip-address-change:
+
+How can I automate tasks when an IP address change occurs?
+----------------------------------------------------------
+
+**Odoo.sh notifies project administrators of IP address changes.**
+Additionally, when the IP address of a production instance changes, an HTTP `GET` request is made
+to the path `/_odoo.sh/ip-change` with the new IP address included as a query string parameter
+(`new`), along with the previous IP address as an additional parameter (`old`).
+
+This mechanism allows custom actions to be applied in response to the IP address change
+(e.g., sending an email, contacting a firewall API, configuring database objects, etc.)
+
+For security reasons, the `/_odoo.sh/ip-change` route is accessible only internally by the platform
+itself and returns a `403` response if accessed through any other means.
+
+Here is a pseudo-implementation example:
+
+.. code-block:: python
+
+    class IPChangeController(http.Controller):
+
+        @http.route('/_odoo.sh/ip-change', auth='public')
+        def ip_change(self, old=None, new=None):
+            _logger.info("IP address changed from %s to %s", old, new)
+            # Then perform whatever action required for your use case, e.g., update an
+            # ir.config_parameter, send an email, contact an external firewall service's API, ...
+            return 'ok'

content/administration/odoo_sh/getting_started/branches.rst

@@ -402,9 +402,9 @@ we are considering the feature if there is enough demand.
 
 In case the domain of your users email addresses use SPF (Sender Policy Framework) or DKIM
 (DomainKeys Identified Mail), don't forget to authorize Odoo as a sending host in your domain name
-settings to increase the deliverability of your outgoing emails.
-The configuration steps are explained in the documentation about :ref:`SPF
-<email_communication/spf_compliant>` and :ref:`DKIM <email_communication/dkim_compliant>`.
+settings to increase the deliverability of your outgoing emails. The configuration steps are
+explained in the documentation about :ref:`SPF <email-domain-spf>` and :ref:`DKIM
+<email-domain-dkim>`.
 
 .. Warning::
   Forgetting to configure your SPF or DKIM to authorize Odoo as a sending host can lead to the

content/administration/on_premise/email_gateway.rst

@@ -33,7 +33,6 @@ In you alias config (:file:`/etc/aliases`):
    - `Postfix aliases <http://www.postfix.org/aliases.5.html>`_
    - `Postfix virtual <http://www.postfix.org/virtual.8.html>`_
 
-
 For Exim
 --------
 
@@ -47,5 +46,5 @@ For Exim
    - `Exim <https://www.exim.org/docs.html>`_
 
 .. tip::
-   If you don't have access/manage your email server, use :ref:`inbound messages
-   <email_communication/inbound_messages>`.
+   If you do not have access/manage your email server, use :ref:`incoming mail servers
+   <email-inbound-custom-domain-incoming-server>`.

content/administration/supported_versions.rst

@@ -31,6 +31,12 @@ This matrix shows the support status of every version.
      - On-Premise
      - Release date
      - End of support
+   * - Odoo saas~17.4
+     - |green|
+     - N/A
+     - N/A
+     - July 2024
+     -
    * - Odoo saas~17.2
      - |green|
      - N/A
@@ -49,48 +55,12 @@ This matrix shows the support status of every version.
      - |green|
      - November 2023
      - October 2026 (planned)
-   * - Odoo saas~16.4
-     - |red|
-     - N/A
-     - N/A
-     - August 2023
-     -
-   * - Odoo saas~16.3
-     - |red|
-     - N/A
-     - N/A
-     - June 2023
-     -
-   * - Odoo saas~16.2
-     - |red|
-     - N/A
-     - N/A
-     - March 2023
-     -
-   * - Odoo saas~16.1
-     - |red|
-     - N/A
-     - N/A
-     - February 2023
-     -
    * - **Odoo 16.0**
      - |green|
      - |green|
      - |green|
      - October 2022
      - November 2025 (planned)
-   * - Odoo saas~15.2
-     - |red|
-     - N/A
-     - N/A
-     - March 2022
-     - January 2023
-   * - Odoo saas~15.1
-     - |red|
-     - N/A
-     - N/A
-     - February 2022
-     - July 2022
    * - **Odoo 15.0**
      - |green|
      - |green|

content/applications/essentials/export_import_data.rst

@@ -2,6 +2,9 @@
 Export and import data
 ======================
 
+.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
+.. |actions| replace:: :icon:`fa-cog` :guilabel:`Actions`
+
 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.
 
@@ -20,9 +23,9 @@ can aid in reporting on activities, although, Odoo provides a precise and easy r
 each available application.
 
 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`.
+(|list|), on the items that need to be exported, then select the records that should be exported. To
+select a record, tick the checkbox next to the corresponding record. Finally, click on |actions|,
+then :guilabel:`Export`.
 
 .. image:: export_import_data/list-view-export.png
    :align: center
@@ -36,9 +39,10 @@ several options for the data to export:
    :alt: Overview of options to consider when exporting data in Odoo..
 
 #. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
-   only shows the fields that can be imported. This is helpful in the case where the 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.
+   only shows the fields that can be imported. This is helpful in the case where the :ref:`existing
+   records need to be updated <essentials/update-data>`. 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.
@@ -70,7 +74,8 @@ Import data into Odoo
 =====================
 
 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.
+be :ref:`updated in bulk <essentials/update-data>`. The following documentation covers how to import
+data into an Odoo database.
 
 .. warning::
    Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created
@@ -158,6 +163,9 @@ Once the template is downloaded, proceed to follow these steps:
    using the fields that should be imported. This way, if there is not a sample import template,
    the names are accurate.
 
+
+.. _essentials/external-id:
+
 Import from another application
 -------------------------------
 
@@ -166,7 +174,8 @@ from previous software to facilitate the transition to Odoo.
 
 Setting an ID is not mandatory when importing, but it helps in many cases:
 
-- Update imports: import the same file several times without creating duplicates.
+- :ref:`Update imports <essentials/update-data>`: import the same file several times without
+  creating duplicates.
 - :ref:`Import relation fields <export_import_data/relation-fields>`.
 
 To recreate relationships between different records, the unique identifier from the original
@@ -176,10 +185,7 @@ When another record is imported that links to the first one, use **XXX/ID** (XXX
 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.
+   It should be noted that conflicts occur if two (or more) records have the same *External ID*.
 
 Field missing to map column
 ---------------------------
@@ -476,3 +482,43 @@ The two files produced are ready to be imported in Odoo without any modification
 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.
+
+.. _essentials/update-data:
+
+Update data in Odoo
+===================
+
+Existing data can be updated in bulk through a data import, as long as the :ref:`External ID
+<essentials/external-id>` remains consistent.
+
+Prepare data export
+-------------------
+
+To update data through an import, first navigate to the data to be updated, and select the |list| to
+activate list view. On the far-left side of the list, tick the checkbox for any record to be
+updated. Then, click |actions|, and select :icon:`fa-upload` :guilabel:`Export` from the drop-down
+menu.
+
+On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox labeled, :guilabel:`I want
+to update data (import-compatible export)`. This automatically includes the *External ID* in the
+export. Additionally, it limits the :guilabel:`Fields to export` list to **only** include fields
+that are able to be imported.
+
+.. note::
+   The :guilabel:`External ID` field does **not** appear in the :guilabel:`Fields to export` list
+   unless it is manually added, but it is still included in the export. However, if the :guilabel:`I
+   want to update data (import-compatible export)` checkbox is ticked, it is included in the export.
+
+Select the required fields to be included in the export using the :ref:`options <export-data>` on
+the pop-up window, then click :guilabel:`Export`.
+
+Import updated data
+-------------------
+
+After exporting, make any necessary changes to the data file. When the file is ready, it can be
+:ref:`imported <import-data>` by following the same process as a normal data import.
+
+.. danger::
+   When updating data, it is extremely important that the *External ID* remain consistent, as
+   this is how the system identifies a record. If an ID is altered, or removed, the system may add a
+   duplicate record, instead of updating the existing one.

content/applications/essentials/in_app_purchase.rst

@@ -89,7 +89,7 @@ settings. To use a service, simply interact with it wherever it appears in the d
    - :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
    - :doc:`Enrich your contacts base with Partner Autocomplete
      <../sales/crm/optimize/partner_autocomplete>`
-   - :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
+   - :doc:`SMS Marketing <../marketing/sms_marketing>`
 
 .. _in_app_purchase/credits:
 
@@ -119,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog
    The number of credits consumed depends on the length of the SMS and the country of destination.
 
    For more information, refer to the :doc:`SMS Pricing and FAQ
-   <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+   <../marketing/sms_marketing/pricing_and_faq>` documentation.
 
 .. _iap/buying_credits:
 

content/applications/essentials/search.rst

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

content/applications/finance/accounting/bank.rst

@@ -36,6 +36,8 @@ follow the instructions.
 .. seealso::
    :doc:`bank/bank_synchronization`
 
+.. _bank_accounts/create:
+
 Create a bank account
 ---------------------
 

content/applications/finance/accounting/customer_invoices/customer_addresses.rst

@@ -18,8 +18,13 @@ To specify a sales order's invoice and delivery addresses, first go to :menusele
 
 On quotations and sales orders, there are now fields for :guilabel:`Invoice Address` and
 :guilabel:`Delivery Address`. If the customer has an invoice or delivery address listed on their
-contact record, the corresponding field will use that address by default, but any contact's address
-can be used instead.
+:ref:`contact record <sales/send_quotations/contact-form-config>`, the corresponding field uses that
+address, by default, but any contact's address can be used instead.
+
+.. seealso::
+   For more information, refer to the documentation on :ref:`Contact Form Configuration
+   <sales/send_quotations/contact-form-config>`.
+
 
 Invoice and deliver to different addresses
 ==========================================

content/applications/finance/accounting/get_started.rst

@@ -4,8 +4,8 @@
 Get started
 ===========
 
-When you first open your Odoo Accounting app, the *Accounting Overview* page welcomes you with a
-step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is
+When you first open your Odoo Accounting app, the :guilabel:`Accounting Dashboard` welcomes you with
+a step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is
 displayed until you choose to close it.
 
 The settings visible in the onboarding banner can still be modified later by going to
@@ -22,69 +22,22 @@ Accounting onboarding banner
 
 The step-by-step Accounting onboarding banner is composed of four steps:
 
-.. image:: get_started/setup_accounting_onboarding.png
+.. image:: get_started/setup-accounting-onboarding.png
    :alt: Step-by-step onboarding banner in Odoo Accounting
 
-#. :ref:`accounting-setup-company`
-#. :ref:`accounting-setup-bank`
 #. :ref:`accounting-setup-periods`
+#. :ref:`accounting-setup-bank`
+#. :ref:`accounting-setup-taxes`
 #. :ref:`accounting-setup-chart`
 
-.. _accounting-setup-company:
-
-Company Data
-------------
-
-This menu allows you to add your company’s details such as the name, address, logo, website, phone
-number, email address, and Tax ID, or VAT number. These details are then displayed on your documents,
-such as on invoices.
-
-.. image:: get_started/setup_company.png
-   :alt: Add your company's details in Odoo Accounting and Odoo Invoicing
-
-.. note::
-   You can also change these settings by going to :menuselection:`Settings --> General Settings -->
-   Settings --> Companies` and clicking on **Update Info**.
-
-.. _accounting-setup-bank:
-
-Bank Account
-------------
-
-Connect your bank account to your database and have your bank statements synced automatically. To do
-so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
-
-.. note::
-   :doc:`Click here <bank/bank_synchronization>` for more information about this feature.
-
-If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
-your database, you may also configure your bank account manually by clicking on *Create it*, and
-filling out the form.
-
-- **Name**: the bank account's name, as displayed on Odoo.
-- **Account Number**: your bank account number (IBAN in Europe).
-- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
-  name and its Identifier Code (BIC or SWIFT).
-- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
-  a new Journal with this Short Code.
-- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
-  to a bank account. If so, then select the *Journal* you want to use to record the financial
-  transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
-
-.. note::
-   - You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
-     --> Configuration`, and clicking on *Add a Bank Account*.
-   - :doc:`Click here <bank>` for more information about Bank
-     Accounts.
-
 .. _accounting-setup-periods:
 
 Accounting Periods
 ------------------
 
-Define here your **Fiscal Years**’ opening and closing dates, which are used to generate reports
-automatically, and your **Tax Return Periodicity**, along with a reminder to never miss a tax return
-deadline.
+Define the **Fiscal Years**’ opening and closing dates, which are used to generate reports
+automatically, and set your **Tax Return Periodicity**, along with a reminder to never miss a tax
+return deadline.
 
 By default, the opening date is set on the 1st of January and the closing date on the 31st of
 December, as this is the most common use.
@@ -93,6 +46,49 @@ December, as this is the most common use.
    You can also change these settings by going to :menuselection:`Accounting --> Configuration -->
    Settings --> Fiscal Periods` and updating the values.
 
+.. _accounting-setup-bank:
+
+Bank Account
+------------
+
+Connect your bank account to your database and have your bank statements synced automatically. To do
+so, find your bank in the list, click :guilabel:`Connect`, and follow the instructions on-screen.
+
+.. note::
+   :doc:`Click here <bank/bank_synchronization>` for more information about this feature.
+
+If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
+your database, you can also configure your bank account manually by typing its name, clicking
+:guilabel:`Create your Bank Account`, and filling out the form.
+
+- :guilabel:`Name`: the bank account's name, as displayed in Odoo.
+- :guilabel:`Account Number`: your bank account number (IBAN in Europe).
+- :guilabel:`Bank`: click :guilabel:`Create and edit` to configure the bank's details. Add the
+  bank institution's :guilabel:`Name` and its :guilabel:`Identifier Code` (BIC or SWIFT).
+- :guilabel:`Code`: this code is your Journal's :guilabel:`Short Code`, as displayed in Odoo.
+  By default, Odoo creates a new Journal with this short code.
+- :guilabel:`Journal`: This field is displayed if you have an existing bank journal that is not
+  linked yet to a bank account. If so, then select the :guilabel:`Journal` you want to use to record
+  the financial transactions linked to this bank account or create a new one by clicking
+  :guilabel:`Create and Edit`.
+
+.. note::
+   - You can add as many bank accounts as needed with this tool by going to
+     :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
+   - :doc:`Click here <bank>` for more information about Bank Accounts.
+
+.. _accounting-setup-taxes:
+
+Taxes
+-----
+
+This menu allows you to create new taxes, (de)activate, or modify existing taxes. Depending on the
+:doc:`localization package <../fiscal_localizations>` installed on your database, taxes required for
+your country are already configured.
+
+.. note::
+   :doc:`Click here <taxes>` for more information about taxes.
+
 .. _accounting-setup-chart:
 
 Chart of Accounts
@@ -102,20 +98,20 @@ With this menu, you can add accounts to your **Chart of Accounts** and indicate
 opening balances.
 
 Basic settings are displayed on this page to help you review your Chart of Accounts. To access all
-the settings of an account, click on the *double arrow button* at the end of the line.
+the settings of an account, click on the :guilabel:`Setup` button at the end of the line.
 
 .. image:: get_started/setup_chart_of_accounts.png
    :alt: Setup of the Chart of Accounts and their opening balances in Odoo Accounting
 
 .. note::
-   :doc:`Click here <get_started/chart_of_accounts>` for more information on how to configure your Chart of
-   Accounts.
+   :doc:`Click here <get_started/chart_of_accounts>` for more information on how to configure your
+   Chart of Accounts.
 
 Invoicing onboarding banner
 ===========================
 
 There is another step-by-step onboarding banner that helps you take advantage of your Odoo Invoicing
-and Accounting apps. The *Invoicing onboarding banner* is the one that welcomes you if you use the
+and Accounting apps. The Invoicing onboarding banner is the one that welcomes you if you use the
 Invoicing app rather than the Accounting app.
 
 If you have Odoo Accounting installed on your database, you can reach it by going to
@@ -123,65 +119,67 @@ If you have Odoo Accounting installed on your database, you can reach it by goin
 
 The Invoicing onboarding banner is composed of four main steps:
 
-.. image:: get_started/setup_invoicing_onboarding.png
+.. image:: get_started/setup-invoicing-onboarding.png
    :alt: Step-by-step onboarding banner in Odoo Invoicing
 
 #. :ref:`invoicing-setup-company`
+#. :ref:`invoicing-setup-bank`
 #. :ref:`invoicing-setup-layout`
-#. :ref:`invoicing-setup-payment`
-#. :ref:`invoicing-setup-sample`
+#. :ref:`invoicing-setup-invoice`
 
 .. _invoicing-setup-company:
 
 Company Data
 ------------
 
-This form is the same as :ref:`the one presented in the Accounting onboarding banner
-<accounting-setup-company>`.
+This form allows you to add your company’s details, such as the name, address, logo, website, phone
+number, email address, and Tax ID or VAT number. These details are then displayed on your
+documents, such as invoices.
+
+.. image:: get_started/setup_company.png
+   :alt: Add your company's details in Odoo Accounting and Odoo Invoicing
+
+.. note::
+   You can also change the company's details by going to :menuselection:`Settings --> General
+   Settings`, scrolling down to the :guilabel:`Companies` section, and :guilabel:`Update Info`.
+
+.. _invoicing-setup-bank:
+
+Bank Account
+------------
+
+Use this button to create and link a bank account in Odoo. To add additional bank accounts, go to
+:guilabel:`Invoicing --> Configuration --> Add a Bank Account` and :ref:`configure the fields
+<bank_accounts/create>`.
+
+.. tip::
+   :doc:`Synchronize <bank/bank_synchronization>` your bank account(s) with your Odoo database to
+   automatically update your bank transactions.
 
 .. _invoicing-setup-layout:
 
 Invoice Layout
 --------------
 
-With this tool, you can design the appearance of your documents by selecting which layout template,
-paper format, colors, font, and logo you want to use.
+Use this button to customize the :ref:`default invoice layout <studio/pdf-reports/default-layout>`.
 
-You can also add your *Company Tagline* and the content of the documents’ *footer*. Note that Odoo
-automatically adds the company's phone number, email, website URL, and Tax ID (or VAT number) to the
-footer, according to the values you previously configured in the :ref:`Company Data
-<accounting-setup-company>`.
+.. note::
+   You can also change the invoice layout by going to :menuselection:`Settings --> General
+   Settings`, scrolling down to the :guilabel:`Companies` section, and clicking :guilabel:`Configure
+   Document Layout`.
 
-.. image:: get_started/setup_document_layout.png
-   :alt: Document layout configuration in Odoo Invoicing
+.. _invoicing-setup-invoice:
+
+Invoice Creation
+----------------
+
+This button takes you to the invoice creation view, where you can create your first invoice.
 
 .. tip::
    Add your **bank account number** and a link to your **General Terms & Condition** in the footer.
    This way, your contacts can find the full content of your GT&C online without having to print
    them on the invoices you issue.
 
-.. note::
-   These settings can also be modified by going to :menuselection:`Settings --> General Settings`,
-   under the *Business Documents* section.
-
-.. _invoicing-setup-payment:
-
-Payment Method
---------------
-
-This menu helps you configure the payment methods with which your customers can pay you.
-
-.. important::
-   Configuring a *Payment Provider* with this tool also activates the *Invoice Online Payment*
-   option automatically. With this, users can directly pay online, from their Customer Portal.
-
-.. _invoicing-setup-sample:
-
-Sample Invoice
---------------
-
-Send yourself a sample invoice by email to make sure everything is correctly configured.
-
 .. seealso::
    * :doc:`bank`
    * :doc:`get_started/chart_of_accounts`
@@ -197,4 +195,4 @@ Send yourself a sample invoice by email to make sure everything is correctly con
    get_started/chart_of_accounts
    get_started/multi_currency
    get_started/avg_price_valuation
-   get_started/vat_units
+   get_started/tax_units

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

@@ -1,50 +1,35 @@
 =========
-VAT units
+Tax units
 =========
 
 .. important::
    This is only applicable to multi-company environments.
 
-A **VAT unit** is a group of VAT-taxable enterprises that are legally independent of each other but
+A **tax unit** is a group of VAT-taxable enterprises that are legally independent of each other but
 are closely linked financially, organizationally, and economically and therefore considered the same
-VAT-taxable enterprise. **VAT units** are not mandatory, but if created, constituent companies of
+VAT-taxable enterprise. **Tax units** are not mandatory, but if created, constituent companies of
 the unit must belong to the same **country**, use the same **currency**, and one company must be
-designated as the **representative** company of the **VAT unit**. **VAT units** receive a specific
+designated as the **representative** company of the **tax unit**. **Tax units** receive a specific
 **tax ID** intended only for **tax returns**. **Constituent** companies keep their **tax ID** used
 for **commercial purposes**.
 
 .. example::
    Enterprise **A** owes €300.000,00 of VAT taxes and enterprise **B** can recover €280.000,00 of
-   VAT taxes. They form up as a **VAT unit** so that the two amounts balance out and must conjointly
+   VAT taxes. They form up as a **tax unit** so that the two amounts balance out and must conjointly
    only pay €20.000,00 of VAT taxes.
 
 Configuration
 =============
 
-To configure a **VAT unit**, go to :menuselection:`Settings --> General Settings`, scroll down to
-the :guilabel:`Companies` section, and click :guilabel:`Manage Companies`. Select the company to
-serve the **representative** role, and in the :guilabel:`General Information` tab, fill in the
-mandatory fields for the .XML export when exporting the **tax report**: :guilabel:`Company Name`,
-:guilabel:`Address`, :guilabel:`VAT`, :guilabel:`Currency`, :guilabel:`Phone`, and
-:guilabel:`Email`.
-
-.. image:: vat_units/general.png
-   :align: center
-   :alt: General information tab
-
-Then, click on the :guilabel:`VAT Units` tab, :guilabel:`Add a line`, and either select an existing
-**VAT unit**, or create a new one. Enter a **name** for the unit, :guilabel:`Country` of the
-constituent companies and tax report, the :guilabel:`Companies`, the :guilabel:`Main Company` that
-serves the **representative** role, and the :guilabel:`Tax ID` of the **VAT unit**.
-
-.. image:: vat_units/vat-unit.png
-   :align: center
-   :alt: VAT units tab
+To create a **tax unit**, go to :menuselection:`Accounting --> Configuration --> Tax Units`, and
+click :guilabel:`New`. Enter a **name** for the unit, select a :guilabel:`Country`, the
+:guilabel:`Companies` to incorporate in the unit, the :guilabel:`Main Company`, and the
+:guilabel:`Tax ID` of the **constituent** company of that tax unit.
 
 Fiscal position
 ---------------
 
-As transactions between constituents of the same **VAT unit** are not subject to VAT, it is possible
+As transactions between constituents of the same **tax unit** are not subject to VAT, it is possible
 to create a :doc:`tax mapping (fiscal position) <../taxes/fiscal_positions>` to avoid the
 application of VAT on inter-constituent transactions.
 
@@ -61,13 +46,12 @@ Do the same for the :guilabel:`Account Mapping` tab if required, and repeat this
    Depending on your :doc:`localization package </applications/finance/fiscal_localizations>`, taxes
    may vary from the screenshot displayed.
 
-   .. image:: vat_units/fiscal-positions.png
-      :align: center
-      :alt: Tax mapping of fiscal position for VAT unit
+   .. image:: tax_units/fiscal-positions.png
+      :alt: Tax mapping of fiscal position for tax unit
 
 Then, assign the fiscal position by opening the **Contacts** app. Search for a **constituent**
 company, and open the contact's **card**. Click the :guilabel:`Sales & Purchase` tab, and in the
-:guilabel:`Fiscal Position` field, input the **fiscal position** created for the **VAT unit**.
+:guilabel:`Fiscal Position` field, input the **fiscal position** created for the **tax unit**.
 Repeat the process for each **constituent** company card form, on each company database.
 
 .. seealso::
@@ -76,11 +60,10 @@ Repeat the process for each **constituent** company card form, on each company d
 Tax report
 ==========
 
-The **representative** company can access the aggregated tax report of the **VAT unit** by going to
-:menuselection:`Accounting --> Reporting --> Tax Report`, and selecting the **VAT unit** in
+The **representative** company can access the aggregated tax report of the **tax unit** by going to
+:menuselection:`Accounting --> Reporting --> Tax Report`, and selecting the **tax unit** in
 :guilabel:`Tax Unit`. This report contains the aggregated transactions of all **constituents** and
 the .XML export contains the name and VAT number of the **main** company.
 
-.. image:: vat_units/report.png
-   :align: center
-   :alt: VAT unit tax report
+.. image:: tax_units/report.png
+   :alt: tax unit tax report

content/applications/finance/accounting/payments/batch.rst

@@ -16,6 +16,8 @@ Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer Pay
 Deposit multiple payments in batch
 ==================================
 
+.. _batch-payments/register-payments:
+
 Register payments
 -----------------
 

content/applications/finance/accounting/payments/follow_up.rst

@@ -91,5 +91,5 @@ select :guilabel:`Process follow-ups`.
 
 .. seealso::
    - :doc:`/applications/essentials/in_app_purchase`
-   - :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq`
+   - :doc:`/applications/marketing/sms_marketing/pricing_and_faq`
    - :doc:`../customer_invoices/snailmail`

content/applications/finance/accounting/payments/pay_sepa.rst

@@ -30,8 +30,9 @@ Non-EEA territories:
 - Jersey;
 - Isle of Man.
 
-When paying a bill in Odoo, you can select SEPA mandates as a payment option. At the day's end,
-you can generate the SEPA file containing all bank wire transfers and send it to the bank.
+When paying a bill in Odoo, you can select SEPA mandates as a payment option. At the end of the day,
+you can generate the SEPA file containing all bank wire transfers and upload it to your online
+banking interface to process the payments.
 
 By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** specifications. This is
 a well-defined standard among banks. However, for Swiss and German companies, other formats are used
@@ -69,7 +70,7 @@ the BIC (bank identifier code) in the :guilabel:`Journal Entries` tab.
 Registering payments
 --------------------
 
-You can register and vendor payments made with SEPA. To do so, go to :menuselection:`Accounting -->
+You can register any vendor payments made with SEPA. To do so, go to :menuselection:`Accounting -->
 Vendors --> Payments`. When creating your payment, select :guilabel:`SEPA Credit Transfer` as the
 :guilabel:`Payment Method`.
 

content/applications/finance/accounting/taxes.rst

@@ -336,7 +336,6 @@ drop the taxes in the :ref:`order they should be computed <taxes/base-subsequent
 .. seealso::
   - :doc:`taxes/fiscal_positions`
   - :doc:`taxes/B2B_B2C`
-  - :doc:`taxes/taxcloud`
   - :doc:`reporting/tax_returns`
 
 .. toctree::
@@ -347,6 +346,5 @@ drop the taxes in the :ref:`order they should be computed <taxes/base-subsequent
    taxes/vat_verification
    taxes/fiscal_positions
    taxes/avatax
-   taxes/taxcloud
    taxes/eu_distance_selling
    taxes/B2B_B2C

content/applications/finance/accounting/taxes/avatax.rst

@@ -22,18 +22,18 @@ can maintain control of tax-calculations in-house with this simple :abbr:`API (a
 programming interface)` integration.
 
 .. important::
-   Some limitations exist in Odoo while using *AvaTax* for tax calculation:
+   Some limitations exist in Odoo while using AvaTax for tax calculation:
 
-   - *AvaTax* is **not** supported in Odoo's *Point of Sale* app, because a dynamic tax calculation
-     model is excessive for transactions within a single delivery address, such as stores or
-     restaurants.
-   - *AvaTax* and Odoo use the company address and **not** the warehouse address.
-   - Exercise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
+   - AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax
+     calculation model is excessive for transactions within a single delivery address, such as
+     stores or restaurants.
+   - AvaTax and Odoo use the company address, **not** the warehouse address.
+   - Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
      specific industries.
 
 .. seealso::
    Avalara's support documents: `About AvaTax
-   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=dqa1657870670369_dqa1657870670369&topicId=About_AvaTax.html&_LANG=enus>`_
+   <https://community.avalara.com/support/s/document-item?language=en_US>`_
 
 Set up on AvaTax
 ================
@@ -47,7 +47,7 @@ connect with Avalara to purchase a license: `Avalara: Let's Talk
    :ref:`Odoo setup <avatax/credentials>`. In Odoo, this number is the :guilabel:`API ID`.
 
 Then, `create a basic company profile
-<https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Create_a_Basic_company_profile.html&_LANG=enus>`_.
+<https://www.odoo.com/r/2k0>`_.
 
 Create basic company profile
 ----------------------------
@@ -57,15 +57,15 @@ products/services sold (and their sales locations), and customer tax exemptions,
 Follow the Avalara documentation for creating a basic company profile:
 
 #. `Add company information
-   <https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_your_company_information.html&_LANG=enus>`_.
+   <https://www.odoo.com/r/XZDW>`_.
 #. `Tell us where the company collects and pays tax
-   <https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Tell_us_where_you_collect_and_pay_tax.html&_LANG=enus>`_.
+   <https://www.odoo.com/r/E6g>`_.
 #. `Verify jurisdictions and activate the company
-   <https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Verify_your_jurisdictions_and_activate_your_company.html&_LANG=enus>`_.
+   <https://www.odoo.com/r/NIy>`_.
 #. `Add other company locations for location-based filing
-   <https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_other_company_locations_for_location-based_filing.html&_LANG=enus>`_.
+   <https://www.odoo.com/r/GF4>`_.
 #. `Add a marketplace to the company profile
-   <https://community.avalara.com/support/s/document-item?bundleId=dqa1657870670369_dqa1657870670369&topicId=Add_marketplace_transactions_to_your_company_profile.html&_LANG=enus>`_.
+   <https://www.odoo.com/r/QA5>`_.
 
 .. _avatax/create_avalara_credentials:
 
@@ -86,7 +86,7 @@ company would like to integrate.
 Log in to create the :guilabel:`License Key`. Go to :menuselection:`Settings --> License and API
 Keys`. Click :guilabel:`Generate License Key`.
 
-.. note::
+.. important::
    A warning appears stating: `If your business app is connected to Avalara solutions, the
    connection will be broken until you update the app with the new license key. This action cannot
    be undone.`
@@ -100,9 +100,9 @@ with *AvaTax* and Odoo, then click :guilabel:`Generate license key`.
 If this is an additional license key, ensure the previous connection can be broken. There is
 **only** one license key associated with each of the Avalara sandbox and production accounts.
 
-.. important::
-   Copy this key to a safe place. It is **strongly encouraged** to backup the license key for future
-   reference. This key cannot be retrieved after leaving this screen.
+.. warning::
+   Copy this key to a safe place. It is strongly encouraged to back up the license key for
+   future reference. This key **cannot** be retrieved after leaving this screen.
 
 Odoo configuration
 ==================
@@ -210,6 +210,7 @@ and :guilabel:`Amazon/Avatax Bridge`, respectively.
    <../../fiscal_localizations>` documentation:
 
    - :doc:`../../fiscal_localizations/brazil`
+   - :doc:`../../fiscal_localizations/united_states`
 
 .. _avatax/credentials:
 
@@ -424,7 +425,7 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n
 
 .. important::
    Mapping an :guilabel:`AvaTax Category` on either the *Product* or *Product Category* should be
-   completed for every *Product* or *Product Category*, depending the route that is chosen.
+   completed for every *Product* or *Product Category*, depending on the route that is chosen.
 
 .. seealso::
    - :doc:`fiscal_positions`

content/applications/finance/accounting/taxes/taxcloud.rst

@@ -1,14 +0,0 @@
-====================
-TaxCloud integration
-====================
-
-.. warning::
-   The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. Starting in Odoo 17,
-   new installations are prohibited, and in Odoo 18 the TaxCloud module(s) won't exist at all. Odoo
-   recommends the use of the Avatax platform.
-
-   If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you can contact them
-   directly `here <https://taxcloud.com/blog/odoo-integration/>`_.
-
-.. seealso::
-   :doc:`avatax`

content/applications/finance/expenses.rst

@@ -5,8 +5,8 @@ Expenses
 ========
 
 Odoo **Expenses** streamlines the management of expenses. After an employee submits their expenses
-in Odoo, the expenses are reviewed by management and accounting teams. Once approved, payments can
-then be processed and disbursed back to the employee for reimbursement(s).
+in Odoo, they are reviewed by management and accounting teams. Once approved, payments can then be
+processed, and disbursed back to the employee for reimbursement.
 
 .. seealso::
    `Odoo Expenses: product page <https://www.odoo.com/app/expenses>`_
@@ -41,7 +41,7 @@ drop-down menu (most products will be set to :guilabel:`Units`).
    units, miles, nights, etc.). Go to :menuselection:`Sales app --> Configuration --> Settings` and
    ensure `Units of Measure` is enabled in the `Product Catalog` section. Click on the
    :guilabel:`Units of Measure` internal link to :doc:`view, create, and edit the units of measure
-   <../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`.
+   <../inventory_and_mrp/inventory/product_management/configure/uom>`.
 
 .. image:: expenses/new-expense-product.png
    :align: center
@@ -62,16 +62,16 @@ report the actual cost when submitting an expense report.
    Here are some examples for when to set a specific :guilabel:`Cost` on a product vs. leaving the
    :guilabel:`Cost` at `0.00`:
 
-   - **Meals**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense for a meal,
+   - **Meals**: set the :guilabel:`Cost` to `0.00`. When an employee logs an expense for a meal,
      they enter the actual amount of the bill and will be reimbursed for that amount. An expense for
      a meal costing $95.23 would equal a reimbursement for $95.23.
-   - **Mileage**: Set the :guilabel:`Cost` to `0.30`. When an employee logs an expense for
+   - **Mileage**: set the :guilabel:`Cost` to `0.30`. When an employee logs an expense for
      "mileage", they enter the number of miles driven in the :guilabel:`Quantity` field, and are
      reimbursed 0.30 per mile they entered. An expense for 100 miles would equal a reimbursement for
      $30.00.
-   - **Monthly Parking**: Set the :guilabel:`Cost` to `75.00`. When an employee logs an expense for
+   - **Monthly Parking**: set the :guilabel:`Cost` to `75.00`. When an employee logs an expense for
      "monthly parking", the reimbursement would be for $75.00.
-   - **Expenses**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense that is not
+   - **Expenses**: set the :guilabel:`Cost` to `0.00`. When an employee logs an expense that is not
      a meal, mileage, or monthly parking, they use the generic :guilabel:`Expenses` product. An
      expense for a laptop costing $350.00 would be logged as an :guilabel:`Expenses` product, and
      the reimbursement would be for $350.00.
@@ -84,570 +84,20 @@ Set a tax on each product in the :guilabel:`Vendor Taxes` and :guilabel:`Custome
 applicable. It is considered good practice to use a tax that is configured with :ref:`Tax Included
 in Price <taxes/included-in-price>`. Taxes will be automatically configured if this is set.
 
-.. _expenses/new:
-
-Record expenses
-===============
-
-Manually create a new expense
------------------------------
-
-To record a new expense, begin in the main :menuselection:`Expenses` app dashboard, which presents
-the default :guilabel:`My Expenses` view. This view can also be accessed from
-:menuselection:`Expenses app --> My Expenses --> My Expenses`.
-
-First, click :guilabel:`New`, and then fill out the various fields on the form.
-
-- :guilabel:`Description`: Enter a short description for the expense in the :guilabel:`Description`
-  field. This should be short and informative, such as `lunch with client` or `hotel for
-  conference`.
-- :guilabel:`Category`: Select the expense category from the drop-down menu that most closely
-  corresponds to the expense. For example, an airplane ticket would be appropriate for an expense
-  :guilabel:`Category` named :guilabel:`Air Travel`.
-- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways:
-
-  #. If the expense is for one single item/expense, and the category selected was for a single item,
-     enter the cost in the :guilabel:`Total` field (the :guilabel:`Quantity` field is hidden).
-  #. If the expense is for multiples of the same item/expense with a fixed price, the
-     :guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and
-     the total cost is automatically updated with the correct total (the :guilabel:`Unit Price` x
-     the :guilabel:`Quantity` = the total). Be advised, the word "total" does not appear, the total
-     cost simply appears below the :guilabel:`Quantity`.
-
-     .. example::
-        For example, in the case of mileage driven, the :guilabel:`Unit Price` is populated as the
-        cost *per mile*. Set the :guilabel:`Quantity` to the *number of miles* driven, and the total
-        is calculated.
-
-- :guilabel:`Included Taxes`: If taxes were configured on the expense category, the tax percentage
-  and amount appear automatically after entering either the :guilabel:`Total` or the
-  :guilabel:`Quantity`.
-
-  .. note::
-     When a tax is configured on an expense category, the :guilabel:`Included Taxes` value will
-     update in real time as the :guilabel:`Total` or :guilabel:`Quantity` is updated.
-
-- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
-- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense and should be
-  reimbursed. If the employee paid for the expense (and should be reimbursed) select
-  :guilabel:`Employee (to reimburse)`. If the company paid directly instead (e.g. if the company
-  credit card was used to pay for the expense) select :guilabel:`Company`. Depending on the expense
-  category selected, this field may not appear.
-- :guilabel:`Bill Reference`: If there is any reference text that should be included for the
-  expense, enter it in this field.
-- :guilabel:`Expense Date`: Using the calendar module, enter the date the expense was incurred. Use
-  the :guilabel:`< (left)` and :guilabel:`> (right)` arrows to navigate to the correct month, then
-  click on the specific day to enter the selection.
-- :guilabel:`Account`: Select the expense account that this expense should be logged on from the
-  drop-down menu.
-- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a
-  customer, select the :abbr:`SO (Sales Order)` and customer that will be invoiced for this expense
-  from the drop-down menu. All sales orders in the drop-down menu list both the :abbr:`SO (Sales
-  Order)` as well as the company the sales order is written for, but after the expense is saved, the
-  customer name disappears and only the :abbr:`SO (Sales Order)` is visible on the expense.
-
-  .. example::
-     A customer wishes to have an on-site meeting for a custom garden (design and installation) and
-     agrees to pay for the expenses associated with it (such as travel, hotel, meals, etc.). All
-     expenses tied to that meeting would indicate the sales order for the custom garden (which also
-     references the customer) as the :guilabel:`Customer to Reinvoice`.
-
-- :guilabel:`Analytic Distribution`: Select the account(s) the expense should be written against
-  from the drop-down menu for either :guilabel:`Projects`, :guilabel:`Departments`, or both.
-  Multiple accounts can be listed for each category if needed. Adjust the percentage for each
-  analytic account by typing in the percentage value next to the account.
-- :guilabel:`Company`: If multiple companies are set up, select the company this expense should be
-  filed for from the drop-down menu. The current company will automatically populate this field.
-- :guilabel:`Notes...`: If any notes are needed in order to clarify the expense, enter them in the
-  notes field.
-
-.. image:: expenses/expense-filled-in.png
-   :align: center
-   :alt: A filled in expense form for a client lunch.
-
-Attach a receipt
-~~~~~~~~~~~~~~~~
-
-After the expense is created, the next step is to attach a receipt. Click the :guilabel:`Attach
-Receipt` button, and a file explorer appears. Navigate to the receipt to be attached, and click
-:guilabel:`Open`. The new receipt is recorded in the chatter, and the number of receipts will appear
-next to the :guilabel:`📎 (paperclip)` icon beneath the expense form. More than one receipt can be
-attached to an individual expense, as needed. The number of receipts attached to the expense will be
-noted on the paperclip icon.
-
-.. image:: expenses/receipt-icon.png
-   :align: center
-   :alt: Attach a receipt and it appears in the chatter.
-
-Create new expenses from a scanned receipt
-------------------------------------------
-
-Rather than manually inputting all of the information for an expense, expenses can be created by
-scanning a PDF receipt.
-
-First, in the main :guilabel:`Expenses` app dashboard view (this view can also be accessed from
-:menuselection:`Expenses app --> My Expenses --> My Expenses`), click :guilabel:`Scan`, and a file
-explorer pops up. Navigate to the receipt to be uploaded, click on it to select it, and then click
-:guilabel:`Open`.
-
-.. image:: expenses/scan.png
-   :align: center
-   :alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard
-         view.
-
-The receipt is scanned, and a new entry is created with today's date as the :guilabel:`Expense
-Date`, and any other fields it can populate based on the scanned data, such as the total. Click on
-the new entry to open the individual expense form, and make any changes needed. The scanned receipt
-appears in the chatter.
-
-Automatically create new expenses from an email
------------------------------------------------
-
-Instead of individually creating each expense in the *Expenses* app, expenses can be automatically
-created by sending an email to an email alias.
-
-To do so, first, an email alias needs to be configured. Go to :menuselection:`Expenses app -->
-Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is enabled.
-
-.. image:: expenses/email-alias.png
-   :align: center
-   :alt: Create the domain alias by clicking the link.
-
-.. note::
-   If the domain alias needs to be set up, :guilabel:`Setup your domain alias` will appear beneath
-   the incoming emails check box instead of the email address field. Refer to this documentation for
-   setup instructions and more information:
-   :doc:`/applications/websites/website/configuration/domain_names`. Once the domain alias is
-   configured, the email address field will be visible beneath the incoming emails section.
-
-Next, enter the email address to be used in the email field, and then click :guilabel:`Save`. Now
-that the email address has been entered, emails can be sent to that alias to create new expenses
-without having to be in the Odoo database.
-
-To submit an expense via email, create a new email and enter the product's *internal reference* code
-(if available) and the amount of the expense in the email subject. Next, attach the receipt to the
-email. Odoo creates the expense by taking the information in the email subject and combining it with
-the receipt.
-
-To check an expense categories internal reference, go to :menuselection:`Expenses app -->
-Configuration --> Expense Categories`. If an internal reference is listed on the expense category,
-it is listed in the :guilabel:`Internal Reference` column.
-
-.. image:: expenses/ref.png
-   :align: center
-   :alt: Internal reference numbers are listed in the main Expense Categories view.
-
-To add an internal reference on an expense category, click on the category to open the form. Enter
-the internal reference in the field. Beneath the :guilabel:`Internal Reference` field, this sentence
-appears: :guilabel:`Use this reference as a subject prefix when submitting by email.`
-
-.. image:: expenses/mileage-internal-reference.png
-   :align: center
-   :alt: Internal reference numbers are listed in the main Expense Products view.
-
-.. note::
-   For security purposes, only authenticated employee emails are accepted by Odoo when creating an
-   expense from an email. To confirm an authenticated employee email address, go to the employee
-   card in the :menuselection:`Employees` app, and refer to the :guilabel:`Work Email`
-
-   .. image:: expenses/authenticated-email-address.png
-      :align: center
-      :alt: Create the domain alias by clicking the link.
-
-.. example::
-   If submitting an expense via email for a $25.00 meal during a work trip, the email subject would
-   be `FOOD $25.00`.
-
-   Explanation:
-
-   - The :guilabel:`Internal Reference` for the expense category `Meals` is `FOOD`
-   - The :guilabel:`Cost` for the expense is `$25.00`
-
-.. _expenses/report:
-
-Create an expense report
-========================
-
-When expenses are ready to submit (such as at the end of a business trip, or once a month), an
-*expense report* needs to be created. Go to the main :menuselection:`Expenses` app dashboard, which
-displays a default :guilabel:`My Expenses` view, or go to :menuselection:`Expenses app --> My
-Expenses --> My Expenses`.
-
-Expenses are color coded by status. Any expense with a status of :guilabel:`To Report` (expenses
-that still need to be added to an expense report) the text appears in blue. All other statuses
-(:guilabel:`To Submit`, :guilabel:`Submitted`, and :guilabel:`Approved`) the text appears in black.
-
-First, select each individual expense for the report by clicking the check box next to each entry,
-or quickly select all the expenses in the list by clicking the check box next to :guilabel:`Expense
-Date`.
-
-Another way to quickly add all expenses that are not on an expense report is to click
-:guilabel:`Create Report` without selecting any expenses, and Odoo will select all expenses with a
-status of :guilabel:`To Submit` that are not already on a report.
-
-.. image:: expenses/create-report.png
-   :align: center
-   :alt: Select the expenses to submit, then create the report.
-
-.. note::
-   Any expense can be selected from the :guilabel:`My Expenses` list, regardless of status. The
-   :guilabel:`Create Report` button is visible as long as there is a minimum of 1 expense with a
-   status of :guilabel:`To Report` selected. When the :guilabel:`Create Report` button is clicked,
-   only expenses with a status of :guilabel:`To Submit` that are *not* currently on another expense
-   report will appear in the newly created expense report.
-
-Once the expenses have been selected, click the :guilabel:`Create Report` button. The new report
-appears with all the expenses listed in the :guilabel:`Expense` tab. If there is a receipt attached
-to an individual expense, a :guilabel:`📎 (paperclip)` icon appears next to the :guilabel:`Customer
-to Reinvoice` and :guilabel:`Analytic Distribution` columns.
-
-When the report is created, the date range for the expenses appears in the :guilabel:`Expense Report
-Summary` field by default. It is recommended to edit this field with a short summary for each report
-to help keep expenses organized. Enter a short description for the expense report (such as `Client
-Trip NYC`, or `Repairs for Company Car`) in the :guilabel:`Expense Report Summary` field. Next,
-select a :guilabel:`Manager` from the drop-down menu to assign a manager to review the report. If
-needed, the :guilabel:`Journal` can be changed. Use the drop-down menu to select a different
-:guilabel:`Journal`.
-
-.. image:: expenses/expense-report-summary.png
-   :align: center
-   :alt: Enter a short description and select a manager for the report.
-
-If some expenses are not on the report that should be, they can still be added. Click :guilabel:`Add
-a line` at the bottom of the :guilabel:`Expense` tab. A pop up appears with all the available
-expenses that can be added to the report (with a status of :guilabel:`To Submit`). Click the check
-box next to each expense to add, then click :guilabel:`Select`. The items now appear on the report
-that was just created. If a new expense needs to be added that does *not* appear on the list, click
-:guilabel:`New` to create a new expense and add it to the report.
-
-.. image:: expenses/add-an-expense-line.png
-   :align: center
-   :alt: Add more expenses to the report before submitting.
-
-.. note::
-   Expense reports can be created in one of three places:
-
-   #. Go to the main :menuselection:`Expenses` app dashboard (also accessed by going to
-      :menuselection:`Expenses app --> My Expenses --> My Expenses`)
-   #. Go to :menuselection:`Expenses app --> My Expenses --> My Reports`
-   #. Go to :menuselection:`Expenses app --> Expense Reports`
-
-   In any of these views, click :guilabel:`New` to create a new expense report.
-
-.. _expenses/submit:
-
-Submit an expense report
-------------------------
-
-When an expense report is completed, the next step is to submit the report to a manager for
-approval. Reports must be individually submitted, and cannot be submitted in batches. Open the
-specific report from the list of expense reports (if the report is not already open). To view all
-expense reports, go to :menuselection:`Expenses app --> My Expenses --> My Reports`.
-
-If the list is large, grouping the results by status may be helpful since only reports that have a
-:guilabel:`To Submit` status need to be submitted, reports with an :guilabel:`Approved` or
-:guilabel:`Submitted` status do not.
-
-The :guilabel:`To Submit` expenses are easily identifiable not just from the :guilabel:`To Submit`
-status, but the text appears in blue, while the other expenses text appears in black.
-
-.. image:: expenses/expense-status.png
-   :align: center
-   :alt: Submit the report to the manager.
-
-.. note::
-   The status of each report is shown in the :guilabel:`Status` column on the right. If the
-   :guilabel:`Status` column is not visible, click the :guilabel:`Additional Options (two dots)`
-   icon at the end of the row, and enable :guilabel:`Status`.
-
-Click on a report to open it, then click :guilabel:`Submit To Manager`. After submitting a report,
-the next step is to wait for the manager to approve it.
-
-.. important::
-   The :ref:`expenses/approve`, :ref:`expenses/post`, and :ref:`expenses/reimburse` sections are
-   **only** for users with the *necessary rights*.
-
-.. _expenses/approve:
-
-Approve expenses
-================
-
-In Odoo, not just anyone can approve expense reports— only users with the necessary rights (or
-permissions) can. This means that a user must have at least *Team Approver* rights for the
-*Expenses* app. Employees with the necessary rights can review expense reports, approve or reject
-them, and provide feedback thanks to the integrated communication tool.
-
-To see who has rights to approve, go to the main :menuselection:`Settings` app and click on
-:guilabel:`Manage Users`.
-
-.. note::
-   If the *Settings* app is not available, then certain rights are not set on the account. Check the
-   :guilabel:`Access Rights` tab of a user's card in the :menuselection:`Settings` app. the
-   :guilabel:`Administration` section (bottom right of the :guilabel:`Access Rights` tab) is set to
-   one of three options:
-
-   - :guilabel:`None (blank)`: The user cannot access the *Settings* app at all.
-   - :guilabel:`Access Rights`: The user can only view the :guilabel:`User's & Companies` section of
-     the *Settings* app.
-   - :guilabel:`Settings`: The user has access to the entire *Settings* app with no restrictions.
-
-   Please refer to :doc:`this document </applications/general/users>` to learn more about managing
-   users and their access rights.
-
-Click on an individual to view their card, which displays the :guilabel:`Access Rights` tab in the
-default view. Scroll down to the :guilabel:`Human Resources` section. Under :guilabel:`Expenses`,
-there are four options:
-
-- :guilabel:`None (blank)`: A blank field means the user has no rights to view or approve expense
-  reports, and can only view their own.
-- :guilabel:`Team Approver`: The user can only view and approve expense reports for their own
-  specific team.
-- :guilabel:`All Approver`: The user can view and approve any expense report.
-- :guilabel:`Administrator`: The user can view and approve any expense report, as well as access the
-  reporting and configuration menus in the *Expenses* app.
-
-Users who are able to approve expense reports (typically managers) can easily view all expense
-reports they have access rights to. Go to :menuselection:`Expenses app --> Expense Reports`, and a
-list appears with all expense reports that have a status of either :guilabel:`To Submit`,
-:guilabel:`Submitted`, :guilabel:`Approved`, :guilabel:`Posted`, or :guilabel:`Done`. Expense
-reports with a status of :guilabel:`Refused` are hidden in the default view.
-
-.. image:: expenses/expense-reports-list.png
-   :align: center
-   :alt: Reports to validate are found on the Reports to Approve page.
-
-When viewing expense reports, there is a panel of filters that can be enabled or disabled on the
-left side. The three categories that filters can be applied on are :guilabel:`Status`,
-:guilabel:`Employee`, and :guilabel:`Company`. To view only expense reports with a particular
-status, enable the specific status filter to display the expense reports with only that status.
-Disable the specific status filter to hide the reports with that status. To view expense reports for
-a particular employee and/or company, enable the specific employee name filter and/or company filter
-in the :guilabel:`Employee` and :guilabel:`Company` sections.
-
-Reports can be approved in two ways (individually or several at once) and refused only one way. To
-approve multiple expense reports at once, remain in the list view. First, select the reports to
-approve by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
-to select all the reports in the list.
-
-.. important::
-   Only reports with a status of :guilabel:`Submitted` can be approved. It is recommended to only
-   display the submitted reports by adjusting the status filter on the left side by only having the
-   :guilabel:`Submitted` filter enabled.
-
-   If a report is selected that is unable to be approved, the :guilabel:`Approve Report` button
-   **will not appear**, indicating there is a problem with the selected report(s).
-
-Next, click the :guilabel:`Approve Report` button.
-
-.. image:: expenses/approve-report.png
-   :align: center
-   :alt: Approve multiple reports by clicking the checkboxes next to each report.
-
-To approve an individual report, click on a report to go to a detailed view of that report. In this
-view, several options are presented: :guilabel:`Approve`, :guilabel:`Report in Next Payslip`,
-:guilabel:`Refuse`, or :guilabel:`Reset to draft`. Click :guilabel:`Approve` to approve the report.
-
-If :guilabel:`Refuse` is clicked, a pop-up window appears. Enter a brief explanation for the refusal
-in the :guilabel:`Reason to Refuse Expense` field, and then click :guilabel:`Refuse`.
-
-.. image:: expenses/refuse-expense.png
-   :align: center
-   :alt: Send messages in the chatter.
-
-Team managers can easily view all the expense reports for their team members. While in the
-:guilabel:`Expense Reports` view, click the drop-down arrow in the right-side of the search box, and
-click on :guilabel:`My Team` in the :guilabel:`Filters` section. This presents all the reports for
-the manager's team.
-
-.. image:: expenses/my-team-filter.png
-   :align: center
-   :alt: Select the My Team filter.
-
-.. tip::
-   If more information is needed, such as a missing receipt, communication is easy from the chatter.
-   In an individual report, simply click :guilabel:`Send message` to open the message text box. Type
-   in a message, tagging the proper person (if needed), and post it to the chatter by clicking
-   :guilabel:`Send`. The message is posted in the chatter, and the person tagged will be notified
-   via email of the message, as well as any followers.
-
-   The only people that can be tagged in a message are *followers*. To see who is a follower, click
-   on the :guilabel:`👤 (person)` icon to display the followers of the expense.
-
-   .. image:: expenses/chatter.png
-      :align: center
-      :alt: Send messages in the chatter.
-
-.. _expenses/post:
-
-Post expenses in accounting
-===========================
-
-Once an expense report is approved, the next step is to post the report to the accounting journal.
-To view all expense reports, go to :menuselection:`Expenses app --> Expense Reports`. To view only the
-expense reports that have been approved and need to be posted, adjust the filters on the left side
-so that only the :guilabel:`Approved` status is enabled.
-
-.. image:: expenses/post-reports.png
-   :align: center
-   :alt: View reports to post by clicking on expense reports, then reports to post.
-
-Just like approvals, expense reports can be posted in two ways (individually or several at once). To
-post multiple expense reports at once, remain in the list view. First, select the reports to post by
-clicking the check box next to each report, or click the box next to :guilabel:`Employee` to select
-all the reports in the list. Next, click :guilabel:`Post Entries`.
-
-.. image:: expenses/post-entries.png
-   :align: center
-   :alt: Post multiple reports at a time from the Expense Reports view, with the Approved filter.
-
-To post an individual report, click on a report to go to the detailed view of that report. In this
-view, several options are presented: :guilabel:`Post Journal Entries`, :guilabel:`Report In Next
-Payslip`, :guilabel:`Refuse`, or :guilabel:`Reset to Draft`. Click :guilabel:`Post Journal Entries`
-to post the report.
-
-If :guilabel:`Refuse` is clicked, a pop-up window appears. Enter a brief explanation for the refusal
-in the :guilabel:`Reason to Refuse Expense` field, and then click :guilabel:`Refuse`. Refused
-reports can be viewed by going to :menuselection:`Expenses app --> Expense Reports`, then adjusting
-the filters on the left so that only :guilabel:`Refused` is selected. This will only show the
-refused expense reports.
-
-.. important::
-   To post expense reports to an accounting journal, the user must have following access rights:
-
-   - Accounting: Accountant or Adviser
-   - Expenses: Manager
-
-.. _expenses/reimburse:
-
-Reimburse employees
-===================
-
-After an expense report is posted to an accounting journal, the next step is to reimburse the
-employee. To view all the expense reports to pay, go to :menuselection:`Expenses app --> Expense
-Reports --> Reports To Pay`.
-
-.. image:: expenses/reports-to-pay.png
-   :align: center
-   :alt: View reports to pay by clicking on expense reports, then reports to pay.
-
-Just like approvals and posting, expense reports can be paid in two ways (individually or several at
-once). To pay multiple expense reports at once, remain in the list view. First, select the reports
-to pay by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
-to select all the reports in the list. Next, click :guilabel:`Register Payment`.
-
-.. image:: expenses/register-payment.png
-   :align: center
-   :alt: Post multiple reports by selecting them, clicking the gear, and then post the entries.
-
-To pay an individual report, click on a report to go to a detailed view of that report. Click
-:guilabel:`Register Payment` to pay the employee.
-
-A :guilabel:`Register Payment` pop-up appears, and the :guilabel:`Journal`, :guilabel:`Payment
-Method`, and :guilabel:`Payment Date` can be modified, if needed. When the selections are correct,
-click :guilabel:`Create Payment` to send the payment to the employee.
-
-To pay an individual report, click on a report in the list view to go to a detailed view of that
-report. Click :guilabel:`Register Payment` to pay the employee. A :guilabel:`Register Payment`
-pop-up appears, but when paying an individual expense report instead of several at once, more
-options appear in the pop-up. In addition to the :guilabel:`Journal`, :guilabel:`Payment Method`,
-and :guilabel:`Payment Date` fields, a :guilabel:`Recipient Bank Account`, :guilabel:`Amount`, and
-:guilabel:`Memo` field appear. Select the employee's bank account from the drop-down menu to
-directly deposit the payment to their account. When all other selections are correct, click
-:guilabel:`Create Payment` to send the payment to the employee.
-
-.. image:: expenses/two-payment-posting-options.png
-   :align: center
-   :alt: Different options appear when registering an individual expense report versus multiple
-         expense reports at once.
-
-Re-invoice expenses to customers
-================================
-
-If expenses are tracked on customer projects, expenses can be automatically charged back to the
-customer. This is done by creating an expense, referencing the :abbr:`SO (Sales Order)` the expense
-should be added to, and then creating the expense report. Next, managers approve the expense report,
-and the accounting department posts the journal entries. Finally, once the expense report is posted
-to a journal, the expense(s) appears on the :abbr:`SO (Sales Order)` that was referenced. The sales
-order can then be invoiced, thus invoicing the customer for the expense.
-
-Setup
------
-
-First, specify the invoicing policy for each expense category. Go to :menuselection:`Expenses app
---> Configuration --> Expense Categories`. Click on the expense category to open the expense
-category form. Under the :guilabel:`Invoicing` section, click the radio button next to the desired
-selection for :guilabel:`Re-Invoicing Expenses`. Options are :guilabel:`None`, :guilabel:`At cost`,
-and :guilabel:`Sales price`.
-
-:guilabel:`Re-Invoicing Expenses`:
-
-- :guilabel:`None`: Expense category will not be re-invoiced.
-- :guilabel:`At cost`: Expense category will invoice expenses at their real cost.
-- :guilabel:`At sales price`: Expense category will invoice the price set on the sale order.
-
-Create an expense
------------------
-
-First, when :ref:`creating a new expense <expenses/new>`, the correct information needs to be
-entered in order to re-invoice a customer. Select the *sales order* the expense will appear on in
-the :guilabel:`Customer to Reinvoice` section, from the drop-down menu. Next, select the
-:guilabel:`Analytic Account` the expense will be posted to. After the expense(s) are created, the
-expense report needs to be :ref:`created <expenses/report>` and :ref:`submitted <expenses/submit>`
-as usual.
-
-.. image:: expenses/reinvoice-expense.png
-   :align: center
-   :alt: Ensure the customer to be invoiced is called out on the expense.
-
-.. important::
-   Selecting a :guilabel:`Customer to Reinvoice` when creating an expense is critical, since this is
-   what causes the expenses to be automatically invoiced after an expense report is approved.
-
-   The :guilabel:`Customer to Reinvoice` field can be modified *until an expense report is*
-   **approved**, then the field is no longer able to be modified.
-
-Validate and post expenses
---------------------------
-
-Only employees with permissions (typically managers or supervisors) can :ref:`approve expenses
-<expenses/approve>`. Before approving an expense report, ensure the :guilabel:`Analytic
-Distribution` is set on every expense line of a report. If an :guilabel:`Analytic Distribution` is
-missing, assign the correct account(s) from the drop-down menu, and then click :guilabel:`Approve`
-or :guilabel:`Refuse`.
-
-The accounting department is typically responsible for :ref:`posting journal entries
-<expenses/post>`. Once an expense report is approved, it can then be posted. The :abbr:`SO (Sales
-Order)` is **only** updated *after the journal entries are posted*. One the journal entries are
-posted, the expenses now appear on the referenced :abbr:`SO (Sales Order)`.
-
-Invoice expenses
-----------------
-
-Once the :abbr:`SO (Sales Order)` has been updated, it is time to invoice the customer. After the
-expense report has been approved and the journal entries have been posted, click the
-:guilabel:`Sales Orders` smart button to open the :abbr:`SO (Sales Order)`. The expenses to be
-re-invoiced are now on the :abbr:`SO (Sales Order)`.
-
-.. image:: expenses/sales-order.png
-   :align: center
-   :alt: After the expense report is posted to the journal entry, the sales order can be called up
-         by clicking on the sales order number.
-
-.. note::
-   More than one :abbr:`SO (Sales Order)` can be referenced on an expense report. If more than one
-   :abbr:`SO (Sales Order)` is referenced, the :guilabel:`Sales Orders` smart button will list the
-   number of :abbr:`SO (Sales Order)`'s. If multiple :abbr:`SO (Sales Order)`'s are listed, the
-   :guilabel:`Sales Orders` smart button opens a list view of all the :abbr:`SO (Sales Order)`'s on
-   the expense report. Click on a :abbr:`SO (Sales Order)` to open the individual :abbr:`SO (Sales
-   Order)`.
-
-The expenses are listed in the :abbr:`SO (Sales Order)` :guilabel:`Order Lines` tab.
-
-.. image:: expenses/so-details.png
-   :align: center
-   :alt: See the expenses listed on the sales order after clicking into it.
-
-Next, click :guilabel:`Create Invoice`, and select if the invoice is for a :guilabel:`Regular
-invoice`, a :guilabel:`Down payment (percentage)`, or a :guilabel:`Down payment (fixed amount)` by
-clicking the radio button next to it. Then, click :guilabel:`Create Invoice`. The customer has now
-been invoiced for the expenses.
+.. seealso::
+   - :doc:`expenses/log_expenses`
+   - :doc:`expenses/expense_reports`
+   - :doc:`expenses/approve_expenses`
+   - :doc:`expenses/post_expenses`
+   - :doc:`expenses/reimburse`
+   - :doc:`expenses/reinvoice_expenses`
+
+.. toctree::
+   :titlesonly:
+
+   expenses/log_expenses
+   expenses/expense_reports
+   expenses/approve_expenses
+   expenses/post_expenses
+   expenses/reimburse
+   expenses/reinvoice_expenses

content/applications/finance/expenses/approve_expenses.rst

@@ -0,0 +1,119 @@
+================
+Approve expenses
+================
+
+In Odoo, not just anyone can approve expense reports, only users with the necessary rights (or
+permissions) can. This means that a user **must** have at least *Team Approver* rights for the
+*Expenses* app. Employees with the necessary rights can review expense reports, approve or reject
+them, and provide feedback thanks to the integrated communication tool.
+
+Please refer to the :doc:`access rights documentation </applications/general/users>` to learn more
+about managing users and their access rights.
+
+View expense reports
+====================
+
+Users who are able to approve expense reports, typically managers, can easily view all expense
+reports they have access rights to. Go to :menuselection:`Expenses app --> Expense Reports`, to view
+the :guilabel:`All Reports` dashboard.
+
+A list of all expense reports with a status of either :guilabel:`To Submit`, :guilabel:`Submitted`,
+:guilabel:`Approved`, :guilabel:`Posted`, or :guilabel:`Done` appears. Expense reports with a status
+of :guilabel:`Refused` are hidden, by default.
+
+.. image:: approve_expenses/expense-reports-list.png
+   :align: center
+   :alt: Reports to validate are found on the Reports to Approve page.
+
+Approve expense reports
+=======================
+
+Expense reports can be approved in two ways: :ref:`individually <expenses/individual>` or :ref:`in
+bulk <expenses/multiple>`.
+
+.. important::
+   Only reports with a status of :guilabel:`Submitted` can be approved.
+
+   It is recommended to display only :guilabel:`Submitted` reports by ticking the checkbox beside
+   the :guilabel:`Submitted` filter, in the left column, under the :guilabel:`Status` section.
+
+   If a report is **not** able to be approved, the :guilabel:`Approve Report` button **does not**
+   appear on the :guilabel:`All Reports` page.
+
+.. _expenses/individual:
+
+Approve individual reports
+--------------------------
+
+To approve an individual report, navigate to :menuselection:`Expenses app --> Expense Reports`, and
+click on an individual report to view the report form.
+
+From here, several options are presented: :guilabel:`Approve`,  :guilabel:`Refuse`, and
+:guilabel:`Reset to draft`.
+
+Click :guilabel:`Approve` to approve the report.
+
+.. _expenses/multiple:
+
+Approve multiple reports
+------------------------
+
+To approve multiple expense reports at once, first navigate to :menuselection:`Expenses app -->
+Expense Reports` to view a list of expense reports. Next, select the reports to approve by ticking
+the checkbox next to each report being approved, or tick the checkbox next to the
+:guilabel:`Employee` column title to select all the reports in the list.
+
+Next, click the :guilabel:`Approve Report` button.
+
+.. image:: approve_expenses/approve-report.png
+   :align: center
+   :alt: Approve multiple reports by clicking the checkboxes next to each report.
+
+.. tip::
+   It is possible for team managers to view all the expense reports for just their team members.
+
+   To do so, while on the :guilabel:`All Reports` page, click the :icon:`fa-caret-down`
+   :guilabel:`(down arrow)` to the right of the search bar, then click :guilabel:`My Team` in the
+   :icon:`fa-filter` :guilabel:`Filters` section.
+
+   This presents all the reports for only the manager's team.
+
+   .. image:: approve_expenses/my-team-filter.png
+      :align: center
+      :alt: Select the My Team filter.
+
+Refuse expense reports
+======================
+
+Expense reports can **only** be refused on the individual expense report, and **not** from the
+:guilabel:`All Reports` dashboard. To open an individual expense report, navigate to
+:menuselection:`Expenses app --> Expense Reports`, then click on an individual expense report to
+view the report form.
+
+If more information is needed, such as a missing receipt, communicate any necessary information
+requests in the *chatter* of the report form. On the individual expense report, click
+:guilabel:`Send message` to open a message text box.
+
+Type in a message, tagging the proper people, and post it to the *chatter* by clicking
+:guilabel:`Send`. The message is posted in the chatter, and the tagged people are notified, via
+email.
+
+.. note::
+   The only people that can be tagged in a message are *followers* of the specific report. To see
+   who is a follower, click the :icon:`fa-user-o` :guilabel:`(user)` icon to display the followers
+   of the expense report.
+
+   .. image:: approve_expenses/chatter.png
+      :align: center
+      :alt: Send messages in the chatter.
+
+To refuse an expense report, click :guilabel:`Refuse`, and a :guilabel:`Refuse Expense` pop-up
+window appears. Enter a brief explanation for the refusal beneath the :guilabel:`REASON TO REFUSE
+EXPENSE` field, then click :guilabel:`Refuse`.
+
+.. image:: approve_expenses/refuse-expense.png
+   :align: center
+   :alt: Send messages in the chatter.
+
+Once the expense report is refused, the status changes to :guilabel:`Refused`, and the only button
+that appears in the top-left is :guilabel:`Reset to Draft`.

content/applications/finance/expenses/expense_reports.rst

@@ -0,0 +1,129 @@
+===============
+Expense reports
+===============
+
+When expenses are ready to submit (such as, at the end of a business trip, or once a month), an
+*expense report* needs to be created. Open the main :menuselection:`Expenses app` dashboard, which
+displays the :guilabel:`My Expenses` dashboard, by default. Alternatively, navigate to
+:menuselection:`Expenses app --> My Expenses --> My Expenses`.
+
+Expenses are color-coded by status. Any expense with a status of :guilabel:`To Report` (expenses
+that still need to be added to an expense report) is shown in blue text. All other statuses
+(:guilabel:`To Submit`, :guilabel:`Submitted`, and :guilabel:`Approved`) the text appears in black.
+
+.. _expenses/create_report:
+
+Create expense reports
+======================
+
+First, select each desired expense to be added to the report on the :guilabel:`My Expenses`
+dashboard, by ticking the checkbox next to each entry, or quickly select all the expenses in the
+list by ticking the checkbox next to the :guilabel:`Expense Date` column title, if needed.
+
+Another way to quickly add all expenses that are not on a expense report, is to click the
+:guilabel:`Create Report` button, *without* selecting any expenses, and Odoo automatically selects
+all expenses with a status of :guilabel:`To Submit` that are not already on a report.
+
+.. image:: expense_reports/create-report.png
+   :align: center
+   :alt: Select the expenses to submit, then create the report.
+
+.. note::
+   Any expense can be selected from the :guilabel:`My Expenses` list, except for expenses with a
+   status of :guilabel:`Approved`.
+
+   The :guilabel:`Create Report` button is visible as long as there is a minimum of one expense on
+   the list with a status of either :guilabel:`To Report` or :guilabel:`To Submit`.
+
+   When the :guilabel:`Create Report` button is clicked, all expenses with a status of :guilabel:`To
+   Submit` that are *not* currently on another expense report appears in the newly-created expense
+   report.
+
+   If all expenses on the :guilabel:`My Expenses` report are already associated with another expense
+   report, an :guilabel:`Invalid Operation` pop-up window appears, stating :guilabel:`You have no
+   expenses to report.`
+
+Once the expenses have been selected, click the :guilabel:`Create Report` button. The new report
+appears with all the expenses listed in the :guilabel:`Expense` tab. If there is a receipt attached
+to an individual expense, a :icon:`fa-paperclip` :guilabel:`(paperclip)` icon appears between the
+:guilabel:`Customer to Reinvoice` and :guilabel:`Analytic Distribution` columns.
+
+When the report is created, the date range for the expenses appears in the :guilabel:`Expense Report
+Summary` field, by default. It is recommended to edit this field with a short summary for each
+report to help keep expenses organized. Enter a description for the expense report, such as `Client
+Trip NYC`, or `Office Supplies for Presentation`, in the :guilabel:`Expense Report Summary` field.
+
+The :guilabel:`Employee`, :guilabel:`Paid By`, and :guilabel:`Company` fields autopoulate with the
+information listed on the individual expenses.
+
+Next, select a :guilabel:`Manager` from the drop-down menu to assign a manager to review the report.
+If needed, update the :guilabel:`Journal` field, using the drop-down menu.
+
+.. image:: expense_reports/expense-report-summary.png
+   :align: center
+   :alt: Enter a short description and select a manager for the report.
+
+If some expenses are missing from the report, they can still be added from this report form. To do
+so, click :guilabel:`Add a line` at the bottom of the :guilabel:`Expense` tab.
+
+An :guilabel:`Add: Expense Lines` pop-up window appears, displaying all the available expenses (with
+a :guilabel:`To Submit` status) that can be added to the report.
+
+If a new expense needs to be added that does **not** appear on the list, click :guilabel:`New` to
+:doc:`create a new expense <../expenses/log_expenses>` and add it to the report.
+
+Tick the checkbox next to each expense being added, then click :guilabel:`Select`.
+
+Doing so removes the pop-up window, and the items now appear on the report.
+
+.. image:: expense_reports/add-an-expense-line.png
+   :align: center
+   :alt: Add more expenses to the report before submitting.
+
+.. note::
+   Expense reports can be created in one of three places:
+
+   #. Navigate to the main :menuselection:`Expenses app` dashboard (also accessible, via
+      :menuselection:`Expenses app --> My Expenses --> My Expenses`)
+   #. Navigate to :menuselection:`Expenses app --> My Expenses --> My Reports`
+   #. Navigate to :menuselection:`Expenses app --> Expense Reports`
+
+   In any of these views, click :guilabel:`New` to create a new expense report.
+
+.. _expenses/submit:
+
+Submit expense reports
+======================
+
+When an expense report is completed, the next step is to submit the report to a manager for
+approval. To view all expense reports, navigate to :menuselection:`Expenses app --> My Expenses -->
+My Reports`. Open the specific report from the list of expense reports.
+
+.. note::
+   Reports must be individually submitted, and **cannot** be submitted in batches.
+
+If the list is large, grouping the results by status may be helpful, since only reports with a
+:guilabel:`To Submit` status need to be submitted; reports with an :guilabel:`Approved` or
+:guilabel:`Submitted` status do not.
+
+The :guilabel:`To Submit` expenses are identifiable by the :guilabel:`To Submit` status, and by the
+blue text, while all other expense text appears in black.
+
+.. image:: expense_reports/expense-status.png
+   :align: center
+   :alt: Submit the report to the manager.
+
+.. note::
+   The status of each report is shown in the :guilabel:`Status` column. If the :guilabel:`Status`
+   column is not visible, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon
+   at the end of the row, and tick the checkbox beside :guilabel:`Status` from the resulting
+   drop-down menu.
+
+Click on a report to open it, then click :guilabel:`Submit To Manager`. After submitting a report,
+the next step is to wait for the manager to approve it.
+
+.. important::
+   :doc:`Approving <../expenses/approve_expenses>` expenses, :doc:`posting
+   <../expenses/post_expenses>` expenses, and :doc:`reimbursing <../expenses/reimburse>` expenses
+   are **only** for users with the appropriate :doc:`access rights documentation
+   </applications/general/users>`.

content/applications/finance/expenses/log_expenses.rst

@@ -0,0 +1,230 @@
+============
+Log expenses
+============
+
+Before expenses can be reimbursed, each individual expense needs to be logged in the database.
+Expense records can be created in three different ways: :ref:`manually enter an expense record
+<expenses/manual_expense>`, :ref:`upload a receipt <expenses/upload_receipt>`, or :ref:`email a
+receipt <expenses/email_expense>` to a preconfigured email address.
+
+.. _expenses/manual_expense:
+
+Manually enter expenses
+=======================
+
+To record a new expense, open the :menuselection:`Expenses app`, which displays the :guilabel:`My
+Expenses` page, by default.
+
+.. tip::
+   This view can also be accessed from :menuselection:`Expenses app --> My Expenses --> My
+   Expenses`.
+
+Then, click :guilabel:`New`, and then fill out the following fields on the form that appears:
+
+- :guilabel:`Description`: Enter a short description for the expense. This should be concise and
+  informative, such as `lunch with client` or `hotel for conference`.
+- :guilabel:`Category`: Select the expense category from the drop-down menu that most closely
+  corresponds to the expense.
+- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways:
+
+  #. If the expense is for a single item/expense, and the category selected was for a single item,
+     enter the cost in the :guilabel:`Total` field (the :guilabel:`Quantity` field is hidden).
+  #. If the expense is for multiples of the same item/expense with a fixed price, the
+     :guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and
+     the total cost is automatically updated with the correct total. The total cost appears below
+     the :guilabel:`Quantity`.
+
+     .. example::
+        In the case of mileage driven, the :guilabel:`Unit Price` is populated as the cost *per
+        mile*. Set the :guilabel:`Quantity` to the *number of miles driven*, and the total is
+        calculated.
+
+- :guilabel:`Included Taxes`: If taxes were configured on the expense category, the tax percentage
+  and amount appear automatically after entering either the :guilabel:`Total` or the
+  :guilabel:`Quantity`.
+
+  .. note::
+     When a tax is configured on an expense category, the :guilabel:`Included Taxes` value updates
+     in real time, as the :guilabel:`Total` or :guilabel:`Quantity` is updated.
+
+- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
+- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense, and should be
+  reimbursed. Select either :guilabel:`Employee (to reimburse)` or :guilabel:`Company`. Depending on
+  the expense category selected, this field may not appear.
+- :guilabel:`Expense Date`: Using the calendar popover window that appears when this field is
+  clicked, enter the date the expense was incurred.
+- :guilabel:`Account`: Using the drop-down menu, select the expense account the expense should be
+  logged in.
+- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a
+  customer, select the :abbr:`SO (Sales Order)` and customer that should be invoiced for this
+  expense from the drop-down menu. All sales orders in the drop-down menu list both the :abbr:`SO
+  (Sales Order)`, as well as the company the sales order is written for. After the expense is saved,
+  the customer name disappears, and only the :abbr:`SO (Sales Order)` is visible on the expense.
+
+  .. example::
+     A customer wishes to have an on-site meeting for the design and installation of a custom
+     garden, and agrees to pay for the expenses associated with it (such as travel, hotel, meals,
+     etc). All expenses tied to that meeting would indicate the sales order for the custom garden
+     (which also references the customer) as the :guilabel:`Customer to Reinvoice`.
+
+- :guilabel:`Analytic Distribution`: Select the account the expense should be written against from
+  the drop-down menu for either :guilabel:`Projects`, :guilabel:`Departments`, or both. Multiple
+  accounts can be listed for each category, if needed. Adjust the percentage for each analytic
+  account by typing in the percentage value next to each account.
+- :guilabel:`Company`: If multiple companies are set up, select the company the expense should be
+  filed for from the drop-down menu. The current company automatically populates this field.
+- :guilabel:`Notes...`: If any notes are needed to clarify the expense, enter them in the notes
+  field.
+
+.. image:: log_expenses/expense-filled-in.png
+   :align: center
+   :alt: A filled in expense form for a client lunch.
+
+Attach receipts
+---------------
+
+After the expense record is created, the next step is to attach a receipt. Click the
+:guilabel:`Attach Receipt` button, and a file explorer appears. Navigate to the receipt to be
+attached, and click :guilabel:`Open`.
+
+The new receipt is recorded in the *chatter*, and the number of receipts appears next to the
+:icon:`fa-paperclip` :guilabel:`(paperclip)` icon. Multiple receipts can be attached to an
+individual expense record, as needed.
+
+.. image:: log_expenses/receipt-icon.png
+   :align: center
+   :alt: Attach a receipt and it appears in the chatter.
+
+.. _expenses/upload_receipt:
+
+Upload expenses
+===============
+
+It is possible to have expense records created automatically, by uploading a PDF receipt. This
+feature requires the enabling of a setting, and the purchasing of :abbr:`IAP (in-app purchases)`
+credits.
+
+Digitalization settings
+-----------------------
+
+To enable receipt scanning, navigate to :menuselection:`Expenses app --> Configuration -->
+Settings`, and tick the checkbox beside the :guilabel:`Expense Digitization (OCR)` option. Then,
+click :guilabel:`Save`. When enabled, additional options appear. Click on the corresponding radio
+button to select one of the following options:
+
+- :guilabel:`Do not digitize`: turns off receipt digitization.
+- :guilabel:`Digitize on demand only`: only digitizes receipts when requested. A
+  :guilabel:`Digitize document` button appears on expense records. When clicked, the receipt is
+  scanned and the expense record is updated.
+- :guilabel:`Digitize automatically`: automatically digitizes all receipts when they are uploaded.
+
+Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Buy
+credits` link to purchase credits for receipt digitization. Click the :icon:`fa-arrow-right`
+:guilabel:`View My Services` link to view a list of all current services, and their remaining credit
+balances.
+
+For more information on document digitization and :abbr:`IAPs (in-app purchases)`, refer to the
+:doc:`In-app purchase (IAP) <../../essentials/in_app_purchase>` documentation.
+
+.. note::
+   When the :guilabel:`Expense Digitization (OCR)` option is enabled, a necessary module is
+   installed, so receipts can be scanned. Disabling this option uninstalls the module.
+
+   If, at some point, there is a desire to temporarily stop digitizing receipts, select the
+   :guilabel:`Do not digitize` option. The reason this option is available is so the module is not
+   uninstalled, allowing for digitization to be enabled in the future by selecting one of the other
+   two options.
+
+Upload receipts
+---------------
+
+Open the :guilabel:`Expenses app`, and from the :guilabel:`My Expenses` dashboard, click
+:guilabel:`Upload`, and a file explorer appears. Navigate to the desired receipt, select it, then
+click :guilabel:`Open`.
+
+.. image:: log_expenses/upload.png
+   :align: center
+   :alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard
+         view.
+
+The receipt is scanned, and a new expense record is created. The :guilabel:`Expense Date` field is
+populated with today's date, along with any other fields based on the scanned data, such as the
+:guilabel:`Total`.
+
+Click on the new entry to open the individual expense form, and make any changes, if needed. The
+scanned receipt appears in the *chatter*.
+
+.. _expenses/email_expense:
+
+Email expenses
+==============
+
+Instead of individually creating each expense in the **Expenses** app, expenses can be automatically
+created by sending an email to an email alias.
+
+To do so, an email alias must first be configured. Navigate to :menuselection:`Expenses app -->
+Configuration --> Settings`. Ensure the checkbox beside :guilabel:`Incoming Emails` is ticked. The
+default email alias is *expense@(domain).com*. Change the email alias by entering the desired email
+in the field to the right of :guilabel:`Alias`. Then, click :guilabel:`Save`.
+
+.. image:: log_expenses/alias-email.png
+   :align: center
+   :alt: Te default email that populates the expenses email alias.
+
+.. note::
+   If the domain alias needs to be set up, :icon:`fa-arrow-right` :guilabel:`Setup your domain
+   alias` appears beneath the :guilabel:`Incoming Emails` checkbox, instead of the email address
+   field.
+
+   .. image:: log_expenses/email-alias.png
+      :align: center
+      :alt: Create the domain alias by clicking the link.
+
+   Refer to the :doc:`/applications/websites/website/configuration/domain_names` documentation for
+   setup instructions and more information.
+
+   Once the domain alias is configured, the email address field is visible beneath the
+   :guilabel:`Incoming Emails` feature on the :guilabel:`Settings` page in the **Expenses** app.
+
+Once the email address has been entered, emails can be sent to that alias to create new expenses,
+without having to be in the Odoo database.
+
+To submit an expense via email, create a new email, and enter the product's *internal reference*
+code (if available) and the amount of the expense as the subject of the email. Next, attach the
+receipt to the email. Odoo creates the expense by taking the information in the email subject, and
+combining it with the receipt.
+
+To check an expense category's internal reference, go to :menuselection:`Expenses app -->
+Configuration --> Expense Categories`. If an internal reference is listed on the expense category,
+it is listed in the :guilabel:`Internal Reference` column.
+
+.. image:: log_expenses/ref.png
+   :align: center
+   :alt: Internal reference numbers are listed in the main Expense Categories view.
+
+To add an internal reference on an expense category, click on the category to open the expense
+category form. Enter the :guilabel:`Internal Reference` in the corresponding field. Beneath the
+:guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use this reference as a
+subject prefix when submitting by email.`
+
+.. image:: log_expenses/mileage-internal-reference.png
+   :align: center
+   :alt: Internal reference numbers are listed in the main Expense Products view.
+
+.. example::
+   If submitting an expense, via email, for a $25.00 meal during a work trip, the email subject
+   would be `FOOD $25.00`.
+
+   Explanation:
+
+   - The :guilabel:`Internal Reference` for the expense category `Meals` is `FOOD`
+   - The :guilabel:`Cost` for the expense is `$25.00`
+
+.. note::
+   For security purposes, only authenticated employee emails are accepted by Odoo when creating an
+   expense from an email. To confirm an authenticated employee email address, go to the employee
+   card in the :menuselection:`Employees app`, and refer to the :guilabel:`Work Email` field.
+
+   .. image:: log_expenses/authenticated-email-address.png
+      :align: center
+      :alt: Create the domain alias by clicking the link.

content/applications/finance/expenses/post_expenses.rst

@@ -0,0 +1,75 @@
+=============
+Post expenses
+=============
+
+Once an expense report is :doc:`approved <../expenses/approve_expenses>`, the next step is to post
+the expense report to the proper accounting journal.
+
+.. important::
+   To post expense reports to an accounting journal, the user **must** have the following
+   :doc:`access rights <../../general/users/access_rights>`:
+
+   - Accounting: *Accountant* or *Adviser*
+   - Expenses: *Manager*
+
+Only expense reports with an *Approved* status can post the expenses to a journal. To view all
+expense reports, navigate to :menuselection:`Expenses app --> Expense Reports`. Next, to view
+**only** approved expense reports that need to be posted, adjust the filters on the left side, so
+only the :guilabel:`Approved` checkbox is ticked.
+
+.. image:: post_expenses/post-reports.png
+   :align: center
+   :alt: View reports to post by clicking on expense reports, then reports to post.
+
+.. note::
+   The default :guilabel:`All Reports` dashboard displays all expense reports, except reports with a
+   status of :guilabel:`Refused`.
+
+Expense reports can be posted to accounting journals in two ways: :ref:`individually
+<expenses/post-individual>` or :ref:`in bulk <expenses/post-multiple>`.
+
+.. _expenses/post-individual:
+
+Post individual reports
+-----------------------
+
+To post an individual report, navigate to :menuselection:`Expenses app --> Expense Reports`, and
+click on an individual report with a :guilabel:`Status` of :guilabel:`Approved`, to view the report
+form. In this view, several options are presented: :guilabel:`Post Journal Entries`,
+:guilabel:`Report In Next Payslip`, :guilabel:`Refuse`, or :guilabel:`Reset to Draft`.
+
+Click :guilabel:`Post Journal Entries` to post the report.
+
+The accounting journal the expenses are posted to is listed in the :guilabel:`Journal` field of the
+expense report.
+
+After posting the expenses to an accounting journal, a :guilabel:`Journal Entry` smart button
+appears at the top of the screen. Click the :guilabel:`Journal Entry` smart button, and the details
+for the journal entry appear, with a status of :guilabel:`Posted`.
+
+.. _expenses/post-multiple:
+
+Post multiple reports
+---------------------
+
+To post multiple expense reports at once, navigate to :menuselection:`Expenses app --> Expense
+Reports` to view a list of expense reports. Next, select the reports to approve by ticking the
+checkbox next to each report being approved.
+
+.. note::
+   Only expense reports with a status of :guilabel:`Approved` are able to post the expenses to an
+   accounting journal. If an expense report is selected that **cannot** be posted, such as an
+   unapproved report, or the report has already been posted to a journal, the :guilabel:`Post
+   Entries` button is **not** visible.
+
+.. tip::
+   To select **only** approved expense reports, adjust the filters on the left side, so that only
+   the :guilabel:`Approved` checkbox is ticked. Next, tick the checkbox next to the
+   :guilabel:`Employee` column title to select **all** the :guilabel:`Approved` reports in the list
+   at once.
+
+Next, click the :guilabel:`Post Entries` button.
+
+.. image:: post_expenses/post-entries.png
+   :align: center
+   :alt: Post multiple reports at a time from the Expense Reports view, with the Approved filter.

content/applications/finance/expenses/reimburse.rst

@@ -0,0 +1,140 @@
+===================
+Reimburse employees
+===================
+
+After an expense report is :doc:`posted to an accounting journal <../expenses/post_expenses>`, the
+next step is to reimburse the employee. Just like approving and posting expenses, employees can be
+reimbursed in two ways: with cash, check, or direct deposit (:ref:`individually
+<expenses/reimburse-single>` or :ref:`in bulk <expenses/reimburse-bulk>`), or :ref:`reimbursed in a
+payslip <expenses/reimburse-payslip>`.
+
+Settings
+========
+
+Reimbursements can be paid via paycheck, check, cash, or bank transfer. To set up payment options,
+first configure the various settings by navigating to :menuselection:`Expenses app -->
+Configuration --> Settings`.
+
+To reimburse employees for expenses :ref:`in their paychecks <expenses/reimburse-payslip>`, tick the
+checkbox beside the :guilabel:`Reimburse in Payslip` option in the :guilabel:`Expenses` section.
+
+Next, set how payments are made in the :guilabel:`Accounting` section. Click the drop-down menu
+under :guilabel:`Payment Methods`, and select the desired payment option. Default options include
+paying by :guilabel:`Manual (Cash)`, :guilabel:`Checks (Bank)`, :guilabel:`NACHA (Bank)`, and
+others. Leaving this field blank allows for **all** available payment options to be used.
+
+When all desired configurations are complete, click :guilabel:`Save` to activate the settings.
+
+.. _expenses/reimburse-single:
+
+Reimburse individually
+======================
+
+To reimburse an individual expense report, first navigate to :menuselection:`Expenses app -->
+Expense Reports`. All expense reports are presented in a default list view. Click on the expense
+report being reimbursed to view the report details.
+
+.. important::
+   **Only** expense reports with a status of :guilabel:`Posted` can be reimbursed.
+
+Click the :guilabel:`Register Payment` button in the top-left corner of the expense report, and a
+:guilabel:`Register Payment` pop-up window appears. Enter the following information in the pop-up
+window:
+
+- :guilabel:`Journal`: Select the accounting journal to post the payment to using the drop-down
+  menu. The default options are :guilabel:`Bank` or :guilabel:`Cash`.
+- :guilabel:`Payment Method`: Select how the payment is made using the drop-down menu. If
+  :guilabel:`Cash` is selected for the :guilabel:`Journal`, the only option available is
+  :guilabel:`Manual`. If :guilabel:`Bank` is selected for the :guilabel:`Journal`, the default
+  options are :guilabel:`Manual` or :guilabel:`Checks`.
+- :guilabel:`Recipient Bank Account`: Select the employee's bank account the payment is being sent
+  to. If the employee has a bank account on file in the :ref:`Private Information tab
+  <employees/private-info>` of their employee form in the **Employees** app, that bank account
+  populates this field, by default.
+- :guilabel:`Amount`: The total amount being reimbursed populates this field, by default. The
+  currency, located to the right of the field, can be modified using the drop-down menu.
+- :guilabel:`Payment Date`: Enter the date the payments are issued in this field. The current date
+  populates this field, by default.
+- :guilabel:`Memo`: The text entered in the :doc:`Expense Report Summary
+  <../expenses/expense_reports>` field of the expense report populates this field, by default.
+
+.. image:: reimburse/payment.png
+   :align: center
+   :alt: The Register Payment pop-up window filled out for an individual expense report
+         reimbursement.
+
+When the fields of the pop-up window are completed, click the :guilabel:`Create Payment` button to
+register the payment, and reimburse the employee.
+
+.. _expenses/reimburse-bulk:
+
+Reimburse in bulk
+=================
+
+To reimburse multiple expense reports at once, navigate to :menuselection:`Expenses app --> Expense
+Reports` to view all expense reports in a list view. Next, adjust the :guilabel:`STATUS` filters on
+the left side to only present expense reports with a status of :guilabel:`Posted`.
+
+.. tip::
+   Adjusting the :guilabel:`STATUS` filters to only show :guilabel:`Posted` expense reports is not
+   necessary, but removes the step of selecting each individual report in the list.
+
+Tick the checkbox next to the :guilabel:`Employee` column title to select all the reports in the
+list. Once ticked, the number of selected expense reports appears at the top of the page
+(:guilabel:`(#) Selected`). Additionally, a :guilabel:`Register Payment` button also appears in the
+upper-left corner.
+
+.. image:: reimburse/multiple-reports.png
+   :align: center
+   :alt: Expense reports filtered by the status Posted, making the Register Payment button visible.
+
+Click the :guilabel:`Register Payment` button, and a :guilabel:`Register Payment` pop-up window
+appears. Enter the following information in the pop-up window:
+
+- :guilabel:`Journal`: Select the accounting journal the payment should be posted to, using the
+  drop-down menu. The default options are :guilabel:`Bank` or :guilabel:`Cash`.
+- :guilabel:`Payment Method`: Select how the payment is made using the drop-down menu. If
+  :guilabel:`Cash` is selected for the :guilabel:`Journal`, the only option available is
+  :guilabel:`Manual`. If :guilabel:`Bank` is selected for the :guilabel:`Journal`, the default
+  options are :guilabel:`Manual` or :guilabel:`Checks`.
+- :guilabel:`Group Payments`: When multiple expense reports are selected for the same employee, this
+  option appears. Tick the checkbox to have only one payment made, rather than issuing multiple
+  payments to the same employee.
+- :guilabel:`Payment Date`: Enter the date the payments are issued. The current date populates this
+  field, by default.
+
+.. image:: reimburse/register.png
+   :align: center
+   :alt: The Register Payment pop-up window filled out.
+
+When the fields on the pop-up window are completed, click the :guilabel:`Create Payments` button to
+register the payments, and reimburse the employees.
+
+.. _expenses/reimburse-payslip:
+
+Report in next payslip
+======================
+
+If the  *Reimburse in Payslip* option is activated on the *Settings* page, payments can be added to
+their next payslip, instead of issued manually.
+
+.. important::
+   Reimbursing expenses on payslips can **only** be done individually, on an expense report with a
+   status of *Approved*. Once an expense report has a status of *Posted*, the option to reimburse in
+   the following payslip does **not** appear.
+
+Navigate to :menuselection:`Expenses app --> Expense Reports`, and click on the individual expense
+report being reimbursed on the following paycheck. Click the :guilabel:`Report in Next Payslip`
+smart button, and the expenses are added to the next payslip issued for that employee. Additionally,
+a message is logged in the chatter stating the expense is added to the following payslip.
+
+.. image:: reimburse/pay-via-payslip.png
+   :align: center
+   :alt: The Report in Next Payslip button, visible with an expense report status of Approved.
+
+The status for the expense report remains :guilabel:`Approved`. The status only changes to
+:guilabel:`Posted` (and then :guilabel:`Done`), when the paycheck is processed.
+
+.. seealso::
+   Refer to the :doc:`Payslips <../../hr/payroll/payslips>` documentation for more information about
+   processing paychecks.

content/applications/finance/expenses/reinvoice_expenses.rst

@@ -0,0 +1,151 @@
+===================
+Re-invoice expenses
+===================
+
+If expenses are tracked on customer projects, they can be automatically charged back to the
+customer. This is done by :ref:`creating an expense <expenses/reinvoice-create>`, referencing the
+sales order the expense is added to, and then :ref:`creating an expense report
+<expenses/reinvoice-report>`.
+
+Next, managers :ref:`approve the expense report <expenses/reinvoice-approve>`, before the accounting
+department :ref:`posts the journal entries <expenses/reinvoice-approve>`.
+
+Finally, once the expense report is posted to a journal, the expenses appears on the specified
+:abbr:`SO (Sales Order)`. The :abbr:`SO (Sales Order)` is then :ref:`invoiced <expenses/reinvoice>`,
+thus charging the customer for the expenses.
+
+.. important::
+   Approving expenses, posting expenses to accounting, and reinvoicing expenses on :abbr:`SOs (Sales
+   Orders)` is **only** possible for users with the appropriate :doc:`access rights
+   <../../general/users/access_rights>`.
+
+.. seealso::
+   This document provides lower-level instructions for the creation, submission, approval, and
+   posting of expenses. For fully-detailed instructions for any of these steps, refer to the
+   following documentation:
+
+   - :doc:`Log expenses <../expenses/log_expenses>`
+   - :doc:`Expense reports <../expenses/expense_reports>`
+   - :doc:`Approving expenses <../expenses/approve_expenses>`
+   - :doc:`Posting expenses in accounting <../expenses/post_expenses>`
+
+Setup
+=====
+
+First, specify the invoicing policy for each expense category. Navigate to :menuselection:`Expenses
+app --> Configuration --> Expense Categories`. Click on an expense category to view the expense
+category form. Under the :guilabel:`INVOICING` section, click the radio button next to the desired
+selection for :guilabel:`Re-Invoice Expenses`:
+
+- :guilabel:`No`: The expense category cannot be re-invoiced.
+- :guilabel:`At cost`: The expense category invoices expenses at the cost set on the expense
+  category form.
+- :guilabel:`Sales price`: The expense category invoices at the sales price set on the expense form.
+
+.. _expenses/reinvoice-create:
+
+Create an expense
+=================
+
+First, when :doc:`creating a new expense <../expenses/log_expenses>`, the correct information needs
+to be entered to re-invoice the expense to a customer. Using the drop-down menu, select the
+:abbr:`SO (Sales Order)` to add the expense to in the :guilabel:`Customer to Reinvoice` field.
+
+Next, select the :guilabel:`Analytic Distribution` the expense is posted to. Multiple accounts can
+be selected, if desired.
+
+To add another :guilabel:`Analytic Distribution`, click on the line to reveal the
+:guilabel:`Analytic` pop-over window. Click :guilabel:`Add a line`, then select the desired
+:guilabel:`Analytic Distribution` from the drop-down field. If selecting more than one
+:guilabel:`Analytic Distribution`, the :guilabel:`Percentage` fields **must** be modified. By
+default, both fields are populated with `100%`. Adjust the percentages for all the fields, so the
+total of all selected accounts equals `100%`.
+
+.. example::
+   A painting company agrees to paint an office building that houses two different companies. During
+   the estimate, a meeting is held at the office location to discuss the project.
+
+   Both companies agree to pay for the travel expenses for the painting company employees. When
+   creating the expenses for the mileage and hotels, **both companies** are listed in the
+   :guilabel:`Analytic Distribution` line, for 50% each.
+
+.. _expenses/reinvoice-report:
+
+Create an expense report
+========================
+
+After the expenses are created, the expense report must be :ref:`created <expenses/create_report>`
+and :ref:`submitted <expenses/submit>`, in the same manner as all other expenses.
+
+Once the expense report is submitted, a :icon:`fa-money` :guilabel:`Sales Orders` smart button
+appears at the top-center of both the expense report, and each individual expense record being
+reinvoiced.
+
+.. image:: reinvoice_expenses/reinvoice-expense.png
+   :align: center
+   :alt: Ensure the customer to be invoiced is called out on the expense.
+
+.. important::
+   Selecting the proper :abbr:`SO (Sales Order)` in the :guilabel:`Customer to Reinvoice` field is
+   **critical**, since this is how expenses are automatically invoiced after an expense report is
+   approved.
+
+   The :guilabel:`Customer to Reinvoice` field can be modified *only* until an expense report is
+   **approved**. After an expense report is approved, the :guilabel:`Customer to Reinvoice` field is
+   no longer able to be modified.
+
+.. _expenses/reinvoice-approve:
+
+Approve and post expenses
+=========================
+
+Before :doc:`approving an expense report <../expenses/approve_expenses>`, ensure the
+:guilabel:`Analytic Distribution` section is populated for every expense line.
+
+If an :guilabel:`Analytic Distribution` entry is missing, assign the correct accounts from the
+drop-down menu, then click :guilabel:`Approve`.
+
+.. image:: reinvoice_expenses/analytic-dist.png
+   :align: center
+   :alt: The expense report with all the Analytic Distribution lines populated.
+
+.. note::
+   The :guilabel:`Approve` button **only** appears after an expense report has been :ref:`submitted
+   <expenses/submit>`.
+
+The accounting department is typically responsible for :doc:`posting journal entries
+<../expenses/post_expenses>`. To post expenses to an accounting journal, click :guilabel:`Post
+Journal Entries`. Once an expense report is approved, it can then be posted.
+
+The :abbr:`SO (Sales Order)` is **only** updated *after* the journal entries are posted. Once the
+journal entries are posted, the expenses now appear on the referenced :abbr:`SO (Sales Order)`.
+
+.. _expenses/reinvoice:
+
+Invoice expenses
+================
+
+After the expense report has been approved, and the journal entries have been posted, the :abbr:`SO
+(Sales Order)` is updated, and the customer can be invoiced.
+
+Select the expense report, and click the :icon:`fa-money` :guilabel:`Sales Orders` smart button to
+open the :abbr:`SO (Sales Order)`. The expenses to be re-invoiced now appear on the :abbr:`SO (Sales
+Order)`.
+
+.. note::
+   More than one :abbr:`SO (Sales Order)` can be referenced on an expense report. If more than one
+   :abbr:`SO (Sales Order)` is referenced, clicking the :guilabel:`Sales Orders` smart button opens
+   a list displaying all the :abbr:`SOs (Sales Order)` associated with that expense report. Click on
+   a :abbr:`SO (Sales Order)` to open the individual :abbr:`SO (Sales Order)` details.
+
+The expenses are listed in the :abbr:`SO (Sales Order)` :guilabel:`Order Lines` tab.
+
+.. image:: reinvoice_expenses/so-details.png
+   :align: center
+   :alt: See the expenses listed on the sales order after clicking into it.
+
+Next, click :guilabel:`Create Invoice`, and a :guilabel:`Create invoices` pop-up window appears.
+Select if the invoice is a :guilabel:`Regular invoice`, a :guilabel:`Down payment (percentage)`, or
+a :guilabel:`Down payment (fixed amount)`. Then, click :guilabel:`Create Draft Invoice`. Doing so
+creates a draft invoice for the customer. Click :guilabel:`Confirm` to confirm the invoice, and the
+customer is invoiced for the expenses.

content/applications/finance/fiscal_localizations/argentina.rst

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

content/applications/finance/fiscal_localizations/chile.rst

@@ -152,7 +152,7 @@ Electrónicos)` incoming email server.
 .. important::
    In order to receive your SII documents, it's necessary to set up your own email server. More
    information on how to do this can be found in this documentation:
-   :doc:`../../general/email_communication/email_servers`
+   :doc:`../../general/email_communication`
 
 Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click :guilabel:`New` to add a
 server and fill in the following fields:
@@ -511,9 +511,8 @@ Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impues
 the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally
 valid.
 
-.. image:: chile/sii-validation-elements.png
-   :alt: SII Validation fiscal elements.
-   :align: center
+.. image:: chile/accepted-invoice-fiscal-information.png
+   :alt: Fiscal elements and barcode printed in accepted invoices.
 
 .. important::
    If you are hosted in Odoo SH or On-Premise, you should manually install the `pdf417gen
@@ -1232,6 +1231,10 @@ taxpayers, and that replaces the *Purchase and Sales Books*. This report is inte
 Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to
 VAT, improving its control and declaration.
 
+.. important::
+   The *Propuesta F29 (CL)* report in Odoo covers the basic legal requirements as a first proposal
+   for your final tax declaration.
+
 This record is supplied by the electronic tax documents (DTE's) that have been received by the
 :abbr:`SII (Servicio de Impuestos Internos)`.
 

content/applications/finance/fiscal_localizations/ecuador.rst

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

content/applications/finance/fiscal_localizations/egypt.rst

@@ -175,7 +175,7 @@ Make sure your products are correctly configured so your e-invoices are valid:
 
 - :guilabel:`Product Type`: storable products, consumables, or services.
 - :guilabel:`Unit of Measure`: if you also use Odoo Inventory and have enabled :doc:`Units of
-  Measure <../../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`.
+  Measure <../../inventory_and_mrp/inventory/product_management/configure/uom>`.
 - :guilabel:`Barcode`: **GS1** or **EGS** barcode
 - :guilabel:`ETA Item code` (under the :menuselection:`Accounting` tab): if the barcode doesn't
   match your ETA item code.

content/applications/finance/fiscal_localizations/hong_kong.rst

@@ -58,7 +58,10 @@ checkbox.
    :alt: FPS bank account configuration.
 
 .. important::
-   The account holder's country **must** be set to `Hong Kong` on their contact form.
+   - The account holder's country must be set to `Hong Kong` on its contact form.
+   - The account holder's city is mandatory.
+   - You could also include the invoice number in the QR code by checking the :guilabel:`Include
+     Reference` checkbox.
 
 .. seealso::
    :doc:`../accounting/bank`

content/applications/finance/fiscal_localizations/mexico.rst

@@ -370,9 +370,8 @@ Payment complements
 Payment policy
 **************
 
-One  addition of the Mexican localization is the :guilabel:`Payment Policy` field . `According to
-the SAT documentation <https://www.sat.gob.mx/consultas/92764/comprobante-de-recepcion-de-pagos>`_,
-there may be 2 types of payments:
+One  addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to
+the SAT documentation, there are two types of payments:
 
 - `PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)
 - `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)

content/applications/finance/fiscal_localizations/singapore.rst

@@ -22,7 +22,8 @@ which you want to activate PayNow. Set the :guilabel:`Proxy Type` and fill in th
 Value` field depending on the type you chose.
 
 .. important::
-   - The account holder's country must be set to Singapore on its contact form.
+   - The account holder's country must be set to `Singapore` on its contact form.
+   - The account holder's city is mandatory.
    - You could also include the invoice number in the QR code by checking the :guilabel:`Include
      Reference` checkbox.
 

content/applications/finance/fiscal_localizations/spain.rst

@@ -48,6 +48,7 @@ Here is the list of Spanish-specific statement reports available:
 - EC Sales List;
 - Tax Report (Modelo 111);
 - Tax Report (Modelo 115);
+- Tax Report (Modelo 130);
 - Tax Report (Modelo 303);
 - Tax Report (Modelo 347);
 - Tax Report (Modelo 349);
@@ -59,6 +60,38 @@ selecting its Spain-specific version: :guilabel:`(ES)`.
 .. image:: spain/modelo-reports.png
    :alt: Spain-specific tax reports.
 
+Modelo 130
+----------
+
+Change the percentage
+~~~~~~~~~~~~~~~~~~~~~
+
+If you wish to change the percentage computation of the box :guilabel:`[04]` under the :guilabel:`I`
+section and/or of the box :guilabel:`[09]` under the :guilabel:`II` section:
+
+#. Activate the :ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting -->
+   Reporting --> Tax Report`, and select the report :guilabel:`Tax report (Modelo 130)`.
+#. Click the :icon:`fa-cogs` (:guilabel:`cogs`) icon to the right of :guilabel:`Report: Tax Report
+   (Mod 130) (ES)`.
+#. Click the box you wish to change, and in the pop-up window, click on the :guilabel:`percentage`
+   line. In the new pop-up window, change the value in the :guilabel:`Formula` field to the
+   percentage you wish to apply.
+   Repeat this action if you wish to modify the other box as well.
+
+Report agriculture activity
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you wish to have any amount input in the :guilabel:`II` section (from boxes :guilabel:`[08]` to
+:guilabel:`[11]`), you must change the **industry** of the corresponding contact to
+:guilabel:`Agriculture`:
+
+#. Go to the contact form (:menuselection:`Accounting --> Customers --> Customers`
+   or :menuselection:`Accounting --> Vendors --> Vendors`, for example), and select a contact.
+#. In the :guilabel:`Sales & Purchase` tab, set the :guilabel:`Industry` field to
+   :guilabel:`Agriculture`.
+
+Repeat this operation for all contacts related to the **agriculture** industry.
+
 TicketBAI
 =========
 

content/applications/finance/fiscal_localizations/thailand.rst

@@ -135,6 +135,7 @@ which you want to activate PromptPay QR. Set the :guilabel:`Proxy Type` and fill
 :guilabel:`Proxy Value` field depending on the chosen type.
 
 .. important::
+   - The account holder's city is mandatory.
    - The :guilabel:`Include Reference` checkbox doesn't work for PromptPay QR codes.
 
 .. image:: thailand/qr-promptpay-bank.png

content/applications/finance/fiscal_localizations/united_kingdom.rst

@@ -2,6 +2,8 @@
 United Kingdom
 ==============
 
+.. _united-kingdom/modules:
+
 Configuration
 =============
 
@@ -23,10 +25,9 @@ Reports` modules to get all the features of the UK localization.
      - `l10n_uk_reports`
      -  - Accounting reports for the UK
         - Allows sending the tax report via the MTD-VAT API to HMRC.
-
-.. image:: united_kingdom/uk.png
-   :align: center
-   :alt: Odoo uk packages
+   * - :guilabel:`UK BACS Payment Files`
+     - `l10n_uk_bacs`
+     - Allows generating :ref:`united-kingdom/BACS-files` for bill and invoice payments
 
 .. note::
    - Only UK-based companies can submit reports to HMRC.
@@ -123,6 +124,98 @@ each submission:
    During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
    companies.
 
+.. _united-kingdom/BACS-files:
+
+Bacs files
+==========
+
+:abbr:`Bacs (Bankers' Automated Clearing Services)` files are electronic files used in the UK to
+process payments and transfers between bank accounts.
+
+To enable the use of Bacs files, make sure the :ref:`UK BACS Payment Files <united-kingdom/modules>`
+module is installed, then:
+
+#. Configure your Bacs Service User Number:
+
+   #. Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the
+      :guilabel:`Customer Payments` section.
+   #. Enter your :guilabel:`Service User Number` under :guilabel:`BACS` and manually save.
+
+#. Configure your **bank** journal:
+
+   #. Go to :menuselection:`Accounting --> Configuration --> Journals` and select your **bank**
+      journal.
+   #. In the :guilabel:`Journal Entries` tab, configure the :guilabel:`Account Number` and
+      :guilabel:`Bank` fields.
+   #. In the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, make sure the
+      :guilabel:`BACS Direct Debit` payment method is enabled.
+
+#. Configure the contacts for whom you wish to use Bacs files: Access the contact form and, in
+   the :guilabel:`Accounting` tab, click :guilabel:`Add a line` and fill in the
+   :guilabel:`Account Number` and :guilabel:`Bank` fields.
+
+Bill payments
+-------------
+
+To generate Bacs files for bill payments, set the :guilabel:`Payment Method` to
+:guilabel:`BACS Direct Debit` when :ref:`registering vendor payments <batch-payments/register-payments>`.
+
+Then, create a vendor batch payment:
+
+#. Go to :menuselection:`Accounting --> Vendors --> Batch Payments`, and click :guilabel:`New`.
+#. Select the bank journal in the :guilabel:`Bank` field, set the :guilabel:`Payment Method` to
+   :guilabel:`BACS Direct Credit`, and select a :guilabel:`BACS Processing Date`.
+#. Optionally, you can also:
+
+   - select a :guilabel:`BACS Expiry Date`;
+   - enable :guilabel:`BACS Multi Mode` to process the payments on their individual date.
+
+#. Click :guilabel:`Add a line`, select the payments you want to include, click :guilabel:`Select`,
+   then :guilabel:`Validate`.
+
+Once validated, the Bacs file is available in the chatter. You can also :guilabel:`Re-generate
+Export File` if you need a new Bacs file for that batch payment.
+
+.. image:: united_kingdom/bacs-files.png
+   :alt: Vendor Batch Payment view with generated BACS file.
+
+Invoice payments
+----------------
+
+Before generating Bacs files for invoice payments, you must first create a **BACS Direct Debit
+Instruction**: Go to :menuselection:`Accounting --> Customers --> BACS Direct Debit Instructions`
+and click :guilabel:`New`. Select a :guilabel:`Customer`, their :guilabel:`IBAN`, and the
+:guilabel:`Journal` you wish to use.
+
+To generate Bacs files for invoice payments, set the :guilabel:`Payment Method` to
+:guilabel:`BACS Direct Debit` when :ref:`registering invoice payments <batch-payments/register-payments>`.
+
+.. tip::
+   If you register the payment for an invoice linked to a subscription or via
+   :menuselection:`Accounting --> Customers --> Payments`, you can select the :guilabel:`BACS
+   Payment Type`:
+
+   - :guilabel:`Direct debit-first collection of a series`;
+   - :guilabel:`Direct debit single collection`;
+   - :guilabel:`Direct debit repeating collection in a series`;
+   - :guilabel:`Direct debit-final collection of a series`.
+
+Then, create a customer batch payment:
+
+#. Go to :menuselection:`Accounting --> Customers --> Batch Payments`, and click :guilabel:`New`.
+#. Select the bank journal in the :guilabel:`Bank` field, set the :guilabel:`Payment Method` to
+   :guilabel:`BACS Direct Credit`, and select a :guilabel:`BACS Processing Date`.
+#. Optionally, you can also:
+
+   - select a :guilabel:`BACS Expiry Date`;
+   - enable :guilabel:`BACS Multi Mode` to process the payments on their individual date.
+
+#. Click :guilabel:`Add a line`, select the payments you want to include, click :guilabel:`Select`,
+   then :guilabel:`Validate`.
+
+Once validated, the Bacs file is available in the chatter. You can also :guilabel:`Re-generate
+Export File` if you need a new Bacs file for that batch payment.
+
 .. _united-kingdom/employment-hero:
 
 Employment Hero payroll

content/applications/finance/fiscal_localizations/united_states.rst

@@ -183,23 +183,23 @@ seven main categories, with corresponding numeric values that prefix individual
 View, edit, and sort accounts
 -----------------------------
 
-Access the *Chart of Accounts* dashboard in Odoo  by navigating to :menuselection:`Accounting app
+Access the *Chart of Accounts* dashboard in Odoo by navigating to :menuselection:`Accounting app
 --> Configuration --> Accounting: Chart of Accounts`.
 
-From the :guilabel:`Chart of Accounts` dashboard, create new accounts by clicking the purple
+From the :guilabel:`Chart of Accounts` dashboard, create new accounts by clicking the
 :guilabel:`New` button in the top-left corner of the dashboard and :ref:`filling in the
 corresponding form <chart-of-account/create>`. Search and sort through existing accounts by using
-specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are available in the mega menu
-under the :guilabel:`Search...` bar.
+specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are available in the search
+drop-down menu.
 
 To filter accounts by category, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to
-access the mega menu and look under the :guilabel:`Filters` column for individual selections.
+access the drop-down menu and look under the :guilabel:`Filters` column for individual selections.
 Clicking on a specific category will only show accounts that match that particular filter.
 
-To view all the available account types, remove all of the filters in the :guilabel:`Search...` bar,
-and then click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to access the mega menu. From
-there, select :guilabel:`Account Type` under the :guilabel:`Group By` column heading to list all of
-the account types in the table.
+To view all the available account types, remove all of the filters in the search bar, and then click
+the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to access the drop-down menu. From there,
+select :guilabel:`Account Type` under the :guilabel:`Group By` column heading to list all of the
+account types in the table.
 
 .. image:: united_states/us-l10n-coa-account-types.png
    :align: center
@@ -244,15 +244,12 @@ AvaTax
 ------
 
 **Avalara AvaTax** is a cloud-based tax calculation and compliance software that integrates with
-Odoo for the United States and Canadian accounting localizations. Integrating AvaTax with Odoo
-provides real-time and region-specific tax calculations when items are sold, purchased, and invoiced
-in the database.
+Odoo for several localizations. Integrating AvaTax with Odoo provides real-time and region-specific
+tax calculations when items are sold, purchased, and invoiced in the database.
 
 .. important::
-   AvaTax is only available for integration with databases/companies that have locations in the
-   United States and Canada. This means the fiscal position/country of a database can only be set to
-   the United States or Canada. Reference this documentation for more information:
-   :ref:`avatax/fiscal_country`.
+   AvaTax is available for integration with databases/companies that have locations in the United
+   States and Canada. Reference the :ref:`avatax/fiscal_country` documentation for more information.
 
 .. seealso::
    Refer to the documentation articles below to integrate and configure an AvaTax account with an
@@ -354,7 +351,7 @@ items that are missing. Be sure to remove any items that should not be included
 clicking :icon:`fa-times` :guilabel:`(delete)` on the row.
 
 Finally, once all necessary items are included in the 1099 report, click on the :guilabel:`Generate`
-button. Doing so, downloads a CSV file that groups transactions by the partner that received the
+button. Doing so downloads a CSV file that groups transactions by the partner that received the
 payments.
 
 .. _l10n_us/cash-flow-statement:
@@ -728,8 +725,8 @@ file, by ticking the checkboxes to the far-left of the rows.
    :alt: On the payments screen, the action menu is highlighted with create a batch payment
          selected.
 
-.. warning::
-   All payments in the batch must share the same payment method.
+.. important::
+   All payments in the batch **must** share the same |NACHA| payment method.
 
 Next, navigate to the batched payment (:menuselection:`Accounting --> Vendors --> Batch Payments`).
 Click into the payment just created and then click into the :guilabel:`Exported File` tab. The

content/applications/finance/fiscal_localizations/vietnam.rst

@@ -23,7 +23,8 @@ bank. Then set the :guilabel:`Proxy Type` and fill in the :guilabel:`Proxy Value
 the type you chose.
 
 .. important::
-   - The account holder's country must be set to Vietnam on its contact form.
+   - The account holder's country must be set to `Vietnam` on its contact form.
+   - The account holder's city is mandatory.
    - You could also include the invoice number in the QR code by checking the :guilabel:`Include
      Reference` checkbox.