[IMP] l10n: update/clarify CodaBox documentation
This commit:
- clarifies that the connection must be done by the Accounting Firm that
has valid CodaBox Connect credentials
- updates the general configuration part following changes in
https://github.com/odoo/enterprise/pull/58426
- adds a tip for multi-currencies bank statements
task-id 3795251
closes odoo/documentation#8155
X-original-commit: d36e0b095c
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
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@ -216,14 +216,14 @@ CODA
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----
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**CODA** is an electronic XML format used to import Belgian bank statements. You can download CODA
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files from your bank and import them directly into Odoo by clicking :guilabel:`Import Statement`
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from your :guilabel:`Bank` journal on your dashboard.
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files from your bank and import them directly into Odoo by clicking :guilabel:`Import file` from
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your :guilabel:`Bank` journal on your dashboard.
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.. image:: belgium/coda-import.png
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:alt: Import CODA files
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.. seealso::
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:ref:`Import bank statements files <transactions/import>`
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:ref:`Import bank files <transactions/import>`
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.. _belgium/soda:
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@ -249,7 +249,8 @@ information and statements. Odoo provides a way to import such statements automa
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.. note::
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As an accounting firm, you must manage your clients on separate databases and configure them
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individually to avoid mixing up their data.
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individually to avoid mixing up their data. The connection must be made by the accounting firm
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with valid CodaBox Connect credentials.
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Configuration
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~~~~~~~~~~~~~
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@ -262,9 +263,8 @@ You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
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.. important::
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Make sure the company settings are correctly configured, i.e., the country is set to
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:guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled,
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as well as the :guilabel:`Tax ID` of the accounting firm (if not filled, the :guilabel:`Tax ID`
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of the company is used).
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:guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as
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well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`.
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Configure the journals
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**********************
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@ -281,6 +281,10 @@ Configure the journals
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:align: center
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:alt: Configuration of a CODA journal.
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.. tip::
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When working with bank transactions that use different currencies, it is recommended to
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create multiple journals with the same bank account but different currencies.
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.. tab:: For SODA files
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#. Create a new miscellaneous journal.
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