diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index f888ed306..9dd5c5577 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -248,27 +248,73 @@ Once your **SODA** files are imported, the entries are created automatically in CodaBox ------- -**CodaBox** is a service that allows Belgian accounting firms to access their clients' bank +**CodaBox** is a service that allows Belgian companies and accounting firms to access bank 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 ~~~~~~~~~~~~~ -The configuration must be done on each client database. In the following -instructions, we will refer to your client's company as *Company* and to your -accounting firm as *Accounting Firm*. +.. _belgium/codabox-configuration-connection: + +Configure the connection +************************ You must first :ref:`install ` :guilabel:`CodaBox` to start. -.. important:: - 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 - well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`. +.. tabs:: + + .. tab:: For Companies + + .. important:: + Make sure the company settings are correctly configured, i.e., the country is set to + :guilabel:`Belgium`, the :guilabel:`Tax ID` or :guilabel:`Company 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/ID` 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. The connection must be made by an 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 + :guilabel:`Belgium`, the :guilabel:`Tax ID` or :guilabel:`Company ID` and + :guilabel:`Accounting Firm` fields are filled, as 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/ID` 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 ********************** @@ -300,29 +346,6 @@ Configure the journals :align: center :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 ~~~~~~~~~~~~~~~