documentation/content/applications/hr/lunch/user-accounts.md

# Manage user accounts

In Odoo's *Lunch* application, users pay for products directly from their *Lunch* app account. For
funds to appear in their account, a *Lunch* app manager **must** transfer funds into each user's
account.

:::{important}
To add funds and manage user accounts, the user must have {guilabel}`Administrator` access rights
set for the *Lunch* application. This is verified by navigating to {menuselection}`Settings app
--> → Manage Users`. Then, click on a user to view their various settings and access rights.

For more information, refer to the
{doc}`Access rights <../../general/users/access_rights/>` documentation.
:::

The *Lunch* application does **not** directly interface in any way with software or products linked
to any monetary accounts or billing. Money **cannot** be transferred from users' bank accounts, nor
can users' credit cards be charged.

Odoo's *Lunch* application **only** allows for manual entries of cash exchanges that are handled by
the *Lunch* app manager. It is up to each individual company to create the method with which lunch
accounts are replenished.

```{eval-rst}
.. example::
   Some examples of how money can be organized and transferred within a company:

   - Cash is handed to the *Lunch* app manager, who then updates the user's account.
   - Money is automatically deducted from the user's paychecks, then the *Lunch* app manager updates
     the account when paychecks are issued. This requires :ref:`adding a salary attachment
     <payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app.
   - Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
     can purchase tickets from a *Lunch* app manager, who then updates the user's account.
```

(lunch-cash-moves)=

## Cash Moves

To add funds to user accounts, each cash move must be individually logged. To view all cash move
records, or create a new cash move, navigate to {menuselection}`Lunch app --> Manager --> Cash
Moves`. Doing so reveals the {guilabel}`Cash Moves` dashboard.

On the {guilabel}`Cash Moves` dashboard, all cash moves are presented in a default list view,
displaying each record's {guilabel}`Date`, {guilabel}`User`, {guilabel}`Description`, and
{guilabel}`Amount`. The total of all the cash moves is displayed at the bottom of the
{guilabel}`Amount` column.

```{image} user-accounts/cash.png
:align: center
:alt: The list view of all cash moves.
```

### Add funds

To add funds to a lunch account, click the {guilabel}`New` button, located in the top-left corner of
the {guilabel}`Cash Moves` dashboard.

A blank {guilabel}`Cash Moves` form loads. Enter the following information on the form:

- {guilabel}`User`: select the user depositing cash into their account from the drop-down menu. If
  the user is not in the database, they can be created by typing their name in the {guilabel}`User`
  field, and clicking either {guilabel}`Create "user"` or {guilabel}`Create and edit...` to create
  the user and edit the {guilabel}`Create User` form.
- {guilabel}`Date`: using the calendar popover, select the date the transaction occurred.
- {guilabel}`Amount`: enter the amount being added to the lunch account.
- {guilabel}`Description`: enter a brief description of the transaction.

```{image} user-accounts/cash-move-form.png
:align: center
:alt: The cash move form filled out for a transaction of $40.00.
```

## Control Accounts

An overview of every transaction in the *Lunch* app, including all cash deposits and purchases, can
be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to
{menuselection}`Lunch app --> Manager --> Control Accounts.`

All transactions are grouped {guilabel}`By Employee`, and listed alphabetically by the user's first
name. At the end of the user's name, a number appears. This indicates the number of individual
records logged for that user.

The default view is to have all individual transactions hidden. To view all transactions for a user,
click the {guilabel}`▶ (triangle)` icon to the left of the desired name to expand that specific
group.

Each record includes the {guilabel}`Date`, {guilabel}`User`, {guilabel}`Description`, and
{guilabel}`Amount`.

```{image} user-accounts/control-accounts.png
:align: center
:alt: The Control Accounts dashboard with two employee's transactions expanded.
```

:::{important}
This list only displays the various transactions within the *Lunch* app, and does **not** allow
modifications to be made to any records listed.

Cash moves can be modified, but **only** from the {ref}`Cash Moves <lunch/cash-moves>`
dashboard, not from the {guilabel}`Control Accounts` dashboard.

It is **not** possible to modify any product-related records.
:::