[IMP] l10n_be_codabox: remove limitation for accountant
Codabox now allows for companies to access their services without an accounting firm, documentation is adjusted accordingly and new flow is added. task - 4460499
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@ -248,27 +248,73 @@ Once your **SODA** files are imported, the entries are created automatically in
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CodaBox
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CodaBox
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**CodaBox** is a service that allows Belgian accounting firms to access their clients' bank
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**CodaBox** is a service that allows Belgian companies and accounting firms to access bank
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information and statements. Odoo provides a way to import such statements automatically.
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information and statements. Odoo provides a way to import such statements automatically.
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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. 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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Configuration
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~~~~~~~~~~~~~
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~~~~~~~~~~~~~
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The configuration must be done on each client database. In the following
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.. _belgium/codabox-configuration-connection:
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instructions, we will refer to your client's company as *Company* and to your
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accounting firm as *Accounting Firm*.
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Configure the connection
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************************
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You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
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You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
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.. important::
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.. tabs::
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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, as
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.. tab:: For Companies
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well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`.
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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` or :guilabel:`Company ID` field is filled.
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#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
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:guilabel:`CodaBox` section.
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#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the
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:guilabel:`Company VAT/ID` number that will be used for the connection.
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#. If this is your **first connection**, click on :guilabel:`Create connection`.
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The wizard confirms that the connection has been created on **Odoo's side**. Follow the
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steps to validate the connection on **CodaBox's side** too.
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If this is **not your first connection**, the :guilabel:`Password` provided by
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Odoo during the first connection will be requested to create a new connection.
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.. note::
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This :guilabel:`Password` is unique to Odoo and must be stored securely
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on your side.
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.. tab:: For Accounting Firms
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.. note::
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The accounting firm must manage their clients on separate databases and configure them
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individually to avoid mixing up their data. The connection must be made by an accounting
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firm with valid CodaBox Connect credentials.
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In the following instructions, we will refer to your client's company as *Company* and to
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your accounting firm as *Accounting Firm*.
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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` or :guilabel:`Company ID` and
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:guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax ID` of the
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:guilabel:`Accounting Firm`.
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#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
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:guilabel:`CodaBox` section.
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#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the
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:guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT/ID` number that will
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be used for the connection.
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#. If this is your **first connection**, click on :guilabel:`Create connection`. The wizard
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confirms that the connection has been created on **Odoo's side**. Follow the steps to
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validate the connection on **CodaBox's side**, too.
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If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided
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by Odoo during the first connection will be requested to create a new connection.
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.. note::
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This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored
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securely on your side.
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The :guilabel:`Status` should have now switched to :guilabel:`Connected`.
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Configure the journals
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Configure the journals
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**********************
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**********************
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@ -300,29 +346,6 @@ Configure the journals
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:align: center
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:align: center
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:alt: Configuration of a SODA journal.
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:alt: Configuration of a SODA journal.
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.. _belgium/codabox-configuration-connection:
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Configure the connection
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************************
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#. Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the
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:guilabel:`CodaBox` section.
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#. Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the
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:guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT` number that will be used
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for the connection.
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#. If this is your **first connection**, click on :guilabel:`Create connection`.
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The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps
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to validate the connection on **CodaBox's side**, too.
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If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided by
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Odoo during the first connection will be requested to create a new connection.
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.. note::
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This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored securely
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on your side.
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The :guilabel:`Status` should have now switched to :guilabel:`Connected`.
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Synchronization
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Synchronization
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~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~
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