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[IMP] l10n_be_codabox: remove limitation for accountant

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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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aizu-odoo 2025-02-07 18:16:47 +01:00
parent 1262245b53
commit 1aef8fe6a0
1 changed files with 59 additions and 36 deletions
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93
content/applications/finance/fiscal_localizations/belgium.rst
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@ -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 <general/install>` :guilabel:`CodaBox` to start.
.. important::
.. 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` and :guilabel:`Accounting Firm` fields are filled, as
well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`.
: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
~~~~~~~~~~~~~~~