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It's a step-by-step wizard with links to -the different screens you will need. +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 +displayed until you choose to close it. -Once you have `installed the Accounting -application `__, -you should click on the top-right progressbar to get access to the -implementation guide. +The settings visible in the onboarding banner can still be modified later by going to +:menuselection:`Accounting --> Configuration --> Settings`. -.. image:: ./media/setup01.png +.. note:: + Odoo Accounting automatically installs the appropriate **Fiscal Localization Package** for your + company, according to the country selected at the creation of the database. This way, the right + accounts, reports, and taxes are ready-to-go. + +Accounting onboarding banner +============================ + +The step-by-step Accounting onboarding banner is composed of four steps: + +.. image:: media/setup_accounting_onboarding.png :align: center + :alt: Step-by-step onboarding banner in Odoo Accounting -The implementation guide will help you through the following steps: +#. :ref:`accounting-setup-company` +#. :ref:`accounting-setup-bank` +#. :ref:`accounting-setup-periods` +#. :ref:`accounting-setup-chart` -1. Completing your company settings -2. Entering in your bank accounts -3. Selecting your chart of accounts -4. Confirming your usual tax rates -5. Setting up any foreign currencies -6. Importing your customers -7. Importing your suppliers -8. Importing your products -9. Importing your outstanding transactions -10. Importing your starting balances -11. Define the users for accounting +.. _accounting-setup-company: -.. image:: ./media/setup02.png +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:: media/setup_company.png :align: center + :alt: Add your company's details in Odoo Accounting and Odoo Invoicing -Once a step is done, you can click on the "Mark as Done" button, in the -bottom of the screen. That way, you can track the progress of your -overall configuration of Odoo. +.. 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 database to your database, and have your bank statements synced +automatically. To do so, find your bank on the list, click on *Connect*, and follow the instructions +on-screen. + +.. note:: + :doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature. + +If your bank can’t be synchronized automatically, or if you prefer not to sync your bank account +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 real bank'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**: if this field is displayed, 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*. + +.. _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. + +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. + +.. note:: + You can also change these settings by going to :menuselection:`Accounting --> Configuration --> + Settings --> Fiscal Periods` and updating the values. + +.. _accounting-setup-chart: + +Chart of Accounts +----------------- + +With this menu, you can add accounts to your **Chart of Accounts** and indicate their initial +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. + +.. image:: media/setup_chart_of_accounts.png + :align: center + :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. + +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 +Invoicing app rather than the Accounting app. + +If you have Odoo Accounting installed on your database, you can reach it by going to +:menuselection:`Accounting --> Customers --> Invoices`. + +The Invoicing onboarding banner is composed of four main steps: + +.. image:: media/setup_invoicing_onboarding.png + :align: center + :alt: Step-by-step onboarding banner in Odoo Invoicing + +#. :ref:`invoicing-setup-company` +#. :ref:`invoicing-setup-layout` +#. :ref:`invoicing-setup-payment` +#. :ref:`invoicing-setup-sample` + +.. _invoicing-setup-company: + +Company Data +------------ + +This form is the same as :ref:`the one presented in the Accounting onboarding banner +`. + +.. _invoicing-setup-layout: + +Invoice Layout +-------------- + +With this tool, you can design the appearance of your documents by selecting which layout tamplate, +paper format, colors, font, and logo you want to use. + +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 +`. + +.. image:: media/setup_document_layout.png + :align: center + :alt: Document layout configuration in Odoo Invoicing + +.. 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 Acquirer* 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:`chart_of_accounts` + * :doc:`../../bank/feeds/bank_synchronization` + * `Odoo Learn: Accounting Basics `_ \ No newline at end of file