diff --git a/content/applications/finance/accounting/bank.rst b/content/applications/finance/accounting/bank.rst index c23f7fdb4..15456c569 100644 --- a/content/applications/finance/accounting/bank.rst +++ b/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 --------------------- diff --git a/content/applications/finance/accounting/get_started.rst b/content/applications/finance/accounting/get_started.rst index 2a44fdf2d..5c974d558 100644 --- a/content/applications/finance/accounting/get_started.rst +++ b/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 ` 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 ` 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 ` 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 ` 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 ` 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 ` for more information on how to configure your Chart of - Accounts. + :doc:`Click here ` 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 -`. +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 +`. + +.. tip:: + :doc:`Synchronize ` 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 `. -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 -`. +.. 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` diff --git a/content/applications/finance/accounting/get_started/setup-accounting-onboarding.png b/content/applications/finance/accounting/get_started/setup-accounting-onboarding.png new file mode 100644 index 000000000..9572c87ec Binary files /dev/null and b/content/applications/finance/accounting/get_started/setup-accounting-onboarding.png differ diff --git a/content/applications/finance/accounting/get_started/setup-invoicing-onboarding.png b/content/applications/finance/accounting/get_started/setup-invoicing-onboarding.png new file mode 100644 index 000000000..06cfdb7ef Binary files /dev/null and b/content/applications/finance/accounting/get_started/setup-invoicing-onboarding.png differ diff --git a/content/applications/finance/accounting/get_started/setup_accounting_onboarding.png b/content/applications/finance/accounting/get_started/setup_accounting_onboarding.png deleted file mode 100644 index 73f6b7bcd..000000000 Binary files a/content/applications/finance/accounting/get_started/setup_accounting_onboarding.png and /dev/null differ diff --git a/content/applications/finance/accounting/get_started/setup_document_layout.png b/content/applications/finance/accounting/get_started/setup_document_layout.png deleted file mode 100644 index 6b64d282d..000000000 Binary files a/content/applications/finance/accounting/get_started/setup_document_layout.png and /dev/null differ diff --git a/content/applications/finance/accounting/get_started/setup_invoicing_onboarding.png b/content/applications/finance/accounting/get_started/setup_invoicing_onboarding.png deleted file mode 100644 index 8e48ed250..000000000 Binary files a/content/applications/finance/accounting/get_started/setup_invoicing_onboarding.png and /dev/null differ