[IMP] accounting: update + merge of multiple multi-currency pages

task id: 2942040

closes odoo/documentation#2559

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Jonathan Castillo (jcs) <jcs@odoo.com>

content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst

@@ -232,9 +232,8 @@ directly to its services and get the currency rate either automatically or manua
    :align: center
    :alt: Bank of Peru is displayed in Multicurrency Service option
    
-Please refer to the next section in our documentation for more information about :doc:`multicurrency
+Please refer to the next section in our documentation for more information about
-<../../others/multicurrencies/how_it_works>`.
+:doc:`multicurrencies <../../others/multi_currency>`.
-
 
 Configure Master data
 ---------------------

content/applications/finance/accounting/others.rst

@@ -7,7 +7,7 @@ Others
 .. toctree::
    :titlesonly:
 
+   others/multi_currency
    others/analytic
    others/adviser
-   others/multicurrencies
    others/inventory

content/applications/finance/accounting/others/multi_currency.rst

@@ -0,0 +1,167 @@
+=====================
+Multi-currency system
+=====================
+
+Odoo allows you to issue invoices, receive bills, and record transactions in currencies other than
+the main currency configured for your company. You can also set up bank accounts in other currencies
+and run reports on your foreign currency activities.
+
+.. seealso::
+   - :doc:`../bank/setup/foreign_currency`
+
+.. _multi-currency/config:
+
+Configuration
+=============
+
+.. _multi-currency/config-main-currency:
+
+Main currency
+-------------
+
+The **main currency** is defined by default according to the company's country. You can change it by
+going to :menuselection:`Accounting --> Configuration --> Settings --> Currencies` and changing the
+currency in the :guilabel:`Main Currency` setting.
+
+.. _multi-currency/config-enable:
+
+Enable foreign currencies
+-------------------------
+
+Go to :menuselection:`Accounting --> Configuration --> Currencies`, and enable the currencies you
+wish to use by toggling the :guilabel:`Active` button.
+
+.. image:: multi_currency/enable-foreign-currencies.png
+   :align: center
+   :alt: Enable the currencies you wish to use.
+
+.. _multi-currency/config-rates:
+
+Currency rates
+--------------
+
+Manual update
+~~~~~~~~~~~~~
+
+To manually create and set a currency rate, go to :menuselection:`Accounting --> Configuration -->
+Currencies`, click on the currency you wish to change the rate of, and under the :guilabel:`Rates`
+tab, click :guilabel:`Add a line` to create a new rate.
+
+.. image:: multi_currency/manual-rate-update.png
+  :align: center
+  :alt: Create or modify the currency rate.
+
+Automatic update
+~~~~~~~~~~~~~~~~
+
+When you activate a second currency for the first time, :guilabel:`Automatic Currency Rates` appears
+under :menuselection:`Accounting Dashboard --> Configuration --> Settings --> Currencies`. By
+default, you have to click on the **Update now** button (:guilabel:`🗘`) to update the rates.
+
+Odoo can update the rates at regular intervals. To do so, change the :guilabel:`Interval` from
+:guilabel:`Manually` to :guilabel:`Daily`, :guilabel:`Weekly`, or :guilabel:`Monthly`. You can also
+select the web service from which you want to retrieve the latest currency rates by clicking on the
+:guilabel:`Service` field.
+
+.. _multi-currency/config-exch-diff:
+
+Exchange difference entries
+---------------------------
+
+Odoo automatically records exchange differences entries on dedicated accounts, in a dedicated
+journal.
+
+You can define which journal and accounts to use to **post exchange difference entries** by
+going to :menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and editing
+the :guilabel:`Journal`, :guilabel:`Gain Account`, and :guilabel:`Loss Account`.
+
+.. example::
+   If you receive a payment for a customer invoice one month after it was issued, the exchange rate
+   has likely changed since. Therefore, this fluctuation implies some profit or loss due to the
+   exchange difference, which Odoo automatically records in the default **Exchange Difference**
+   journal.
+
+.. _multi-currency/config-coa:
+
+Chart of accounts
+-----------------
+
+Each account can have a set currency. By doing so, all moves relevant to the account are forced to
+have that account's currency.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Charts of Accounts` and select a
+currency in the field :guilabel:`Account Currency`. If left empty, all active currencies are handled
+instead of just one.
+
+.. _multi-currency/config-journals:
+
+Journals
+--------
+
+If a currency is set on a **journal**, that journal only handles transactions in that currency.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open the journal you
+want to edit, and select a currency in the field :guilabel:`Currency`. If left empty, all active
+currencies are handled instead of just one.
+
+.. image:: multi_currency/journal-currency.png
+   :align: center
+   :alt: Select the currency for the journal to handle.
+
+.. _multi-currency/mca:
+
+Multi-currency accounting
+=========================
+
+.. _multi-currency/mca-documents:
+
+Invoices, bills, and other documents
+------------------------------------
+
+For all documents, you can select the currency and journal to use for the transaction.
+
+.. image:: multi_currency/currency-field.png
+   :align: center
+   :alt: Select the currency and journal to use.
+
+.. _multi-currency/mca-payment:
+
+Payment registration
+--------------------
+
+To register a payment in a currency other than your company's main currency, click on the
+:guilabel:`Register Payment` payment button of your document and, in the pop-up window, select a
+**currency** in the :guilabel:`Amount` field.
+
+.. image:: multi_currency/register-payment.png
+  :align: center
+  :alt: Select the currency and journal to use before registering the payment.
+
+.. _multi-currency/mca-statements:
+
+Bank statements
+---------------
+
+When creating or importing bank statements, the amount is in the company's main currency. To see
+additional fields related to foreign currencies, click on the **columns dropdown button**
+(:guilabel:`⋮`) next to :guilabel:`Amount`, and check :guilabel:`Amount Currency` and
+:guilabel:`Foreign Currency`.
+
+.. image:: multi_currency/foreign-fields.png
+  :align: center
+  :alt: The extra fields related to foreign currencies.
+
+When reconciling, Odoo displays both the foreign currency amount and the equivalent amount in your
+company's main currency.
+
+.. _multi-currency/mca-exch-entries:
+
+Exchange rate journal entries
+-----------------------------
+
+To see **exchange difference journal entries**, go to :menuselection:`Accounting Dashboard -->
+Accounting --> Journals: Miscellaneous`.
+
+.. image:: multi_currency/exchange-journal-currency.png
+   :align: center
+   :alt: Exchange rate journal entry.

content/applications/finance/accounting/others/multicurrencies.rst

@@ -1,12 +0,0 @@
-:nosearch:
-
-=============
-Multicurrency
-=============
-
-.. toctree::
-   :titlesonly:
-
-   multicurrencies/how_it_works
-   multicurrencies/invoices_payments
-   multicurrencies/exchange

content/applications/finance/accounting/others/multicurrencies/exchange.rst

@@ -1,112 +0,0 @@
-=================================
-Record exchange rates at payments
-=================================
-
-Overview
-========
-
-Any company doing international trade faces the case where the payments
-are in a different currency.
-
-After receiving their payments, you have the option to convert the
-amount into your company currency. Multi currency payment implies rates
-fluctuations. The rate differences are automatically recorded by Odoo.
-
-Configuration
-=============
-
-Enable multi-currencies
------------------------
-
-In the accounting module, Go to :menuselection:`Configuration --> Settings` 
-and flag **Allow multi currencies**, then click on **apply**.
-
-.. image:: exchange/exchange_rate03.png
-   :align: center
-
-Configure the currency rates in :menuselection:`Configuration --> Currencies`.
-Write down the rate and make sure the currency is active.
-
-.. image:: exchange/exchange_rate02.png
-   :align: center
-
-In this document, the base currency is **Euro** and we will record payments
-in **Dollars**.
-
-.. image:: exchange/exchange_rate08.png
-   :align: center
-
-.. tip:: 
-    You can automatically fetch the currency rates from the **European
-    Central Bank** or from **Yahoo**. Please read the document : 
-    :doc:`how_it_works`.
-
-Configure your journal
-----------------------
-
-In order to register payments in other currencies, you have to **remove
-the currency constraint** on the journal. Go to the accounting
-application, Click on **More** on the journal and **Settings**.
-
-.. image:: exchange/exchange_rate06.png
-   :align: center
-
-Check if the **Currency** field is empty or in the foreign currency in which
-you will register the payments. If a currency is filled in, it means
-that you can register payments only in this currency.
-
-.. image:: exchange/exchange_rate10.png
-   :align: center
-
-Record a payment in a different currency
-========================================
-
-In the **Accounting** application, go to :menuselection:`Sales --> Payments`. 
-Register the payment and indicate that it was done in the foreign currency. Then
-click on **confirm**.
-
-.. image:: exchange/exchange_rate05.png
-   :align: center
-
-The journal entry has been posted but not allocated.
-
-Go back to your invoice (:menuselection:`Sales --> Customer Invoices`) and click on
-**Add** to allocate the payment.
-
-.. image:: exchange/exchange_rate04.png
-   :align: center
-
-Record a bank statement in a different currency
-===============================================
-
-Create or import the bank statement of your payment. The **Amount** is in
-the company currency. There are two complementary fields, the **Amount currency**, 
-which is the amount that was actually paid and the **Currency** in which it was paid.
-
-.. image:: exchange/exchange_rate07.png
-   :align: center
-
-When reconciling it, Odoo will directly match the payment with the right
-**Invoice**. You will get the invoice price in the invoice currency and the
-amount in your company currency.
-
-.. image:: exchange/exchange_rate09.png
-   :align: center
-
-Check the exchange rate differences
-===================================
-
-Go to :menuselection:`Adviser --> Journal Entries` and look for the **Exchange difference**
-journal entries. All the exchange rates differences are recorded in it.
-
-.. image:: exchange/exchange_rate01.png
-   :align: center
-
-.. tip::
-    The Exchange difference journal can be changed in your accounting settings.
-
-.. include:: exchange/full_reconcile_warning.rst
-
-.. seealso::
-    * :doc:`../../bank/reconciliation/reconciliation_models`
-    * :doc:`../../bank/reconciliation/use_cases`

content/applications/finance/accounting/others/multicurrencies/exchange/full_reconcile_warning.rst

@@ -1,7 +0,0 @@
-.. warning::
-    In order for an exchange difference entry to be created automatically, the
-    corresponding invoices and payments need to be fully reconciled. This means
-    the invoices are fully paid and the payments are fully spent on invoices.
-    If you partially pay 3 invoices from 2 payments, and the last invoice still
-    has an amount due, there will be no exchange difference entry for any of
-    them until that final amount is paid.

content/applications/finance/accounting/others/multicurrencies/how_it_works.rst

@@ -1,171 +0,0 @@
-============================
-Odoo's multi-currency system
-============================
-
-Overview
-========
-
-Choosing to use the multi-currency option in Odoo will allow you to send
-sales invoices, quotes and purchase orders or receive bills and payments
-in currencies other than your own. With multi-currency, you can also set
-up bank accounts in other currencies and run reports on your foreign
-currency activities.
-
-Configuration
-=============
-
-Turn on multi-currency
-----------------------
-
-In the accounting module, Go to :menuselection:`Configuration --> Settings` and flag
-**Allow multi currencies**, then click on **Apply**.
-
-.. image:: how_it_works/works01.png
-   :align: center
-
-Exchange Rate Journal
----------------------
-
-The **Rate Difference Journal** records the differences between the payment
-registration and the expected amount. For example, if a payment is paid
-1 month after the invoice was issued, the exchange rate has probably
-changed. The fluctuation implies some loss or profit that are recorded
-by Odoo.
-
-You can change it in the settings:
-
-.. image:: how_it_works/works02.png
-   :align: center
-
-View or edit rate being used
-----------------------------
-
-You can manually configure the currency rates in :menuselection:`Configuration -->
-Currencies`. Open the currencies you want to use in Odoo and edit it.
-Make sure the currency is active.
-
-.. image:: how_it_works/works03.png
-   :align: center
-
-Click on **View Rates** to edit it and to see the history :
-
-.. image:: how_it_works/works04.png
-   :align: center
-
-Click on **Create** to add the rate. Fill in the date and the rate.
-Click on **Save** when you are done.
-
-.. image:: how_it_works/works05.png
-   :align: center
-
-Live Currency Rate
-------------------
-
-By default, the currencies need to be updated manually. But you can
-synchronize it with `Yahoo <https://finance.yahoo.com/currency-converter/>`__ or
-the `European Central Bank <http://www.ecb.europa.eu>`__. In 
-:menuselection:`Configuration --> Settings`, go to the **Live Currency Rate** section.
-
-Choose the interval : Manually, Daily, Weekly or Monthly. You can always
-force the update by clicking on **Update Now**. Select the provider, and you
-are set !
-
-.. image:: how_it_works/works06.png
-   :align: center
-
-.. note::
-   Only the **active** currencies are updated
-
-Configure your charts of account
---------------------------------
-
-In the accounting application, go to :menuselection:`Adviser --> Charts of Accounts`.
-On each account, you can set a currency. It will force all moves for
-this account to have the account currency.
-
-If you leave it empty, it means that it can handle all currencies that
-are Active.
-
-.. image:: how_it_works/works07.png
-   :align: center
-
-Configure your journals
------------------------
-
-In order to register payments in other currencies, you have to remove
-the currency constraint on the journal. Go to the accounting
-application, Click on **More** on the journal and **Settings**.
-
-.. image:: how_it_works/works08.png
-   :align: center
-
-Check if the currency field is empty or in the foreign currency in which
-you will register the payments. If a currency is filled in, it means
-that you can register payments only in this currency.
-
-.. image:: how_it_works/works09.png
-   :align: center
-
-How is Odoo's multi-currency working?
-=====================================
-
-Now that you are working in a multi-currency environment, all
-accountable items will be linked to a currency, domestic or foreign.
-
-Sales Orders and Invoices
--------------------------
-
-You are now able to set a different currency than the company one on
-your sale orders and on your invoices. The currency is set for the whole
-document.
-
-.. image:: how_it_works/works10.png
-   :align: center
-
-Purchases orders and Vendor Bills
----------------------------------
-
-You are now able to set a different currency than the company one on
-your purchase orders and on your vendor bills. The currency is set for
-the whole document.
-
-.. image:: how_it_works/works11.png
-   :align: center
-
-Payment Registrations
----------------------
-
-In the accounting application, go to :menuselection:`Sales --> Payments`. Register the payment and
-set the currency.
-
-.. image:: how_it_works/works12.png
-   :align: center
-
-Bank Statements
----------------
-
-When creating or importing bank statements, the amount is in the company
-currency. But there are now two complementary fields, the amount that
-was actually paid and the currency in which it was paid.
-
-.. image:: how_it_works/works13.png
-   :align: center
-
-When reconciling it, Odoo will directly match the payment with the right
-Invoice. You will get the invoice price in the invoice currency and the
-amount in your company currency.
-
-Exchange Rate Journal
----------------------
-
-Go to :menuselection:`Adviser --> Journal Entries` and look for the Exchange difference
-journal entries. All the exchange rates differences are recorded in it.
-
-.. image:: how_it_works/works14.png
-   :align: center
-
-.. include:: exchange/full_reconcile_warning.rst
-
-.. seealso::
-   * :doc:`invoices_payments`
-   * :doc:`exchange`

content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst

@@ -1,121 +0,0 @@
-==================================================
-Manage invoices and payment in multiple currencies
-==================================================
-
-Overview
-========
-
-Odoo provides multi-currency support with automatic currency gross or
-loss entry adjustment. There are a few things Odoo has been to ease the
-user's life.
-
-All the account transactions will be done using the company currency.
-However you can see two extra fields with the journal entry where
-secondary currency and amount will visible. You can create
-multi-currency journals of force a specific currency.
-
-When creating an invoice, the currency can be changed very easily;
-however Odoo takes the company currency as a default assignment. It will
-convert all the amounts automatically using that currency.
-
-Configuration
-=============
-
-Enable Multi-Currency
----------------------
-
-For information about enabling Multi-Currency, please read the document:
-:doc:`how_it_works`
-
-Configure your journal
-----------------------
-
-In order to register payments in other currencies, you have to remove
-the currency constraint on the journal. Go to the accounting
-application, on the journal, click on :menuselection:`More --> Settings`.
-
-.. image:: invoices_payments/invoice01.png
-   :align: center
-
-Check if the currency field is empty or in the foreign currency in which
-you will register the payments. If a currency is filled in, it means
-that you can register payments only in this currency.
-
-.. image:: invoices_payments/invoice02.png
-   :align: center
-
-Multi-currency invoices & Vendor Bills
-======================================
-
-Now that you are working in a multi-currency environment, all
-accountable items will be linked to a currency, domestic or foreign.
-
-Invoices
---------
-
-You are now able to set a different currency than the company one on
-your sale orders and on your invoices. The currency is set for the whole
-document.
-
-.. image:: invoices_payments/invoice03.png
-   :align: center
-
-Vendor Bills
-------------
-
-You are now able to set a different currency than the company one on
-your purchase orders and on your vendor bills. The currency is set for
-the whole document.
-
-.. image:: invoices_payments/invoice04.png
-   :align: center
-
-Multi-currency Payments
-=======================
-
-In the accounting application, go to :menuselection:`Sales --> Payments`. Register the
-payment and indicate that it was done in the foreign currency. Then
-click on **Confirm**.
-
-.. image:: invoices_payments/invoice05.png
-   :align: center
-
-The journal entry has been posted but not allocated.
-
-Go back to your invoice (:menuselection:`Sales --> Customer Invoices`) and click on
-**Add** to allocate the payment.
-
-.. image:: invoices_payments/invoice06.png
-   :align: center
-
-Multi- Currency Bank Statements
-===============================
-
-When creating or importing bank statements, the amount is in the company
-currency. But there are now two complementary fields, the amount that
-was actually paid and the currency in which it was paid.
-
-.. image:: invoices_payments/invoice07.png
-   :align: center
-
-When reconciling it, Odoo will directly match the payment with the right
-invoice. You will get the invoice price in the invoice currency and the
-amount in your company currency.
-
-.. image:: invoices_payments/invoice08.png
-   :align: center
-
-Exchange Rate Journal
-=====================
-
-Go to :menuselection:`Adviser --> Journal Entries` and look for the **Exchange
-Difference** journal entries. All the exchange rates differences are recorded in it.
-
-.. image:: invoices_payments/invoice09.png
-   :align: center
-
-.. include:: exchange/full_reconcile_warning.rst
-
-.. seealso::
-   * :doc:`how_it_works`
-   * :doc:`exchange`

content/applications/general/users/companies.rst

@@ -131,4 +131,4 @@ at an invoice/bills level or at a sales/purchase orders level.
 
 .. seealso::
    - :doc:`Multi-company Guidelines </developer/howtos/company>`
-   - :doc:`../../finance/accounting/others/multicurrencies/how_it_works`
+   - :doc:`../../finance/accounting/others/multi_currency`

redirects/15.0.txt

@@ -1,5 +1,8 @@
 # applications/finance
 
+applications/finance/accounting/others/multicurrencies/exchange.rst applications/finance/accounting/others/multi_currency.rst                      # /multicurrencies/* -> multi_currency
+applications/finance/accounting/others/multicurrencies/how_it_works.rst applications/finance/accounting/others/multi_currency.rst                  # /multicurrencies/* -> multi_currency
+applications/finance/accounting/others/multicurrencies/invoices_payments.rst applications/finance/accounting/others/multi_currency.rst             # /multicurrencies/* -> multi_currency
 applications/finance/accounting/payables/supplier_bills/ocr.rst applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst    # ocr --> invoice_digitization
 
 # applications/general