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Adding information about codabox for company

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Codabox is now available for company and not only accounting firm so I adapt the documentation
Task id 4460499
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Olivier Maessen 2025-02-07 09:57:47 +01:00 committed by GitHub
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content/applications/finance/fiscal_localizations/belgium.rst
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@ -248,28 +248,72 @@ Once your **SODA** files are imported, the entries are created automatically in
CodaBox CodaBox
------- -------
**CodaBox** is a service that allows Belgian accounting firms to access their clients' bank **CodaBox** is a service that allows Belgian firms and acounting firms to access to ' bank
information and statements. Odoo provides a way to import such statements automatically. information and statements. Odoo provides a way to import such statements automatically.
.. note::
As an accounting firm, you must manage your clients on separate databases and configure them
individually to avoid mixing up their data. The connection must be made by the accounting firm
with valid CodaBox Connect credentials.
Configuration Configuration
~~~~~~~~~~~~~ ~~~~~~~~~~~~~
The configuration must be done on each client database. In the following .. _belgium/codabox-configuration-connection:
instructions, we will refer to your client's company as *Company* and to your
accounting firm as *Accounting Firm*. Configure the connection
************************
You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start. You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
.. important:: .. tabs::
.. tab:: For Company
.. important::
Make sure the company settings are correctly configured, i.e., the country is set to
:guilabel:`Belgium`, the :guilabel:`Tax ID` field is filled.
#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
:guilabel:`CodaBox` section.
#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the :guilabel:`Company VAT` number that will be used
for the connection.
#. If this is your **first connection**, click on :guilabel:`Create connection`.
The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps
to validate the connection on **CodaBox's side**, too.
If this is **not your first connection**, the :guilabel:`Password` provided by
Odoo during the first connection will be requested to create a new connection.
.. note::
This :guilabel:`Password` is unique to Odoo and must be stored securely
on your side.
.. tab:: For Accounting Firms
.. note::
The accounting firm must manage their clients on separate databases and configure them
individually to avoid mixing up their data. And the connection must be made by the accounting firm
with valid CodaBox Connect credentials.
In the following instructions, we will refer to your client's company as *Company* and to your accounting firm as *Accounting Firm*.
.. important::
Make sure the company settings are correctly configured, i.e., the country is set to Make sure the company settings are correctly configured, i.e., the country is set to
:guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as
well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`. well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`.
#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
:guilabel:`CodaBox` section.
#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the
:guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT` number that will be used
for the connection.
#. If this is your **first connection**, click on :guilabel:`Create connection`.
The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps
to validate the connection on **CodaBox's side**, too.
If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided by
Odoo during the first connection will be requested to create a new connection.
.. note::
This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored securely
on your side.
The :guilabel:`Status` should have now switched to :guilabel:`Connected`.
Configure the journals Configure the journals
********************** **********************
@ -300,29 +344,6 @@ Configure the journals
:align: center :align: center
:alt: Configuration of a SODA journal. :alt: Configuration of a SODA journal.
.. _belgium/codabox-configuration-connection:
Configure the connection
************************
#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
:guilabel:`CodaBox` section.
#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the
:guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT` number that will be used
for the connection.
#. If this is your **first connection**, click on :guilabel:`Create connection`.
The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps
to validate the connection on **CodaBox's side**, too.
If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided by
Odoo during the first connection will be requested to create a new connection.
.. note::
This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored securely
on your side.
The :guilabel:`Status` should have now switched to :guilabel:`Connected`.
Synchronization Synchronization
~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~