diff --git a/content/applications/finance/fiscal_localizations/austria.rst b/content/applications/finance/fiscal_localizations/austria.rst index 2b747f2c9..915992da8 100644 --- a/content/applications/finance/fiscal_localizations/austria.rst +++ b/content/applications/finance/fiscal_localizations/austria.rst @@ -23,6 +23,9 @@ localization. * - :guilabel:`Austrian SAF-T Export` - `l10n_at_saft` - Adds the SAF-T export. + * - :guilabel:`Austrian RKSV Regulations for POS(Fiskaly)` + - `l10n_at_pos` + - Adds RKSV compliance for POS. .. seealso:: :doc:`Documentation on e-invoicing’s legality and compliance in Austria @@ -129,3 +132,127 @@ the right side of the :guilabel:`PDF` button and select :guilabel:`SAF-T`. .. image:: austria/austria-saft-button.png :alt: The SAF-T button to export the file in XML format + +.. _austria/pos: + +Point of Sale +============= + +RKSV (Registrierkassensicherheitsverordnung) +-------------------------------------------- + +The **RKSV (Registrierkassensicherheitsverordnung)** is an Austrian regulation designed +to secure cash registers and prevent tax fraud. It requires businesses to use tamper-proof +electronic cash register systems, including :doc:`point of sale ` +systems. + +These systems must be equipped with a **Signature Creation Unit (SCU)** to ensure transaction security. +Additionally, the regulation mandates periodic transaction data exports for audit purposes. + +Odoo offers a service that is compliant with the help of `fiskaly `_, a +*cloud-based solution*. + +.. important:: + Since this solution is cloud-based, a working internet connection is required. + +Configuration +~~~~~~~~~~~~~ + +:ref:`Install ` the **Austria - Security Regulation for Point of Sale** +(`l10n_at_pos`) module. + +.. tip:: + If this module is not listed, :ref:`update the app list `. + +Company registration at fiskaly +******************************* + +To register your company, open the :guilabel:`Settings` app, click :guilabel:`Update Info` under the +:guilabel:`General Information` section, and fill in the following fields: + +- :guilabel:`Company Name` +- :guilabel:`Address` +- :guilabel:`VAT` + +You can then **register your company at fiskaly** by opening the :guilabel:`Fiskaly` tab and +clicking the :guilabel:`Generate Credentials` button. + +Once the registration has been finalized you can see :guilabel:`API Key` and :guilabel:`API Secret` +fields are filled with the credentials provided by fiskaly. These are the credentials the system +uses to access the services offered by fiskaly, authenticate credentials by clicking +the :guilabel:`Authenticate Keys` button. + +.. image:: austria/fiskaly-credentials.png + :alt: Fiskaly credentials + +.. important:: + - If you already have a Fiskaly account and credentials, you can use them. + Simply disable the **Managed by Odoo** toggle to use your existing + fiskaly credentials. + - Once you authenticate your credentials, you can't change them. + +Link fiskaly organization to FinanzOnline +***************************************** + +Once you authenticate your credentials, you can link your company to austrian ministry +to do so open the :guilabel:`Settings` app, click :guilabel:`Update Info` under the +:guilabel:`Fiskaly` section, and fill in the following fields under the :guilabel:`FON Credentials` section: + +- :guilabel:`Participant ID` +- :guilabel:`User ID` +- :guilabel:`User Pin` + +You can then **link your fiskaly organization** to austrian ministry by clicking the +:guilabel:`Authenticate FON` button. Once the link has been established, we are ready +to use the point of sale. + +Digitally Signatured Receipts +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +After the configuration is complete, you can start using the point of sale. +Now, every printed receipt will include an encrypted QR code. This QR code ensures +compliance with Austrian fiscal regulations by securely signing each transaction. +You will also see the **Receipt number** and **SCU-ID** on the receipt. + +.. note:: + If a receipt is not signed due to unavailability of SCU, you can sign it later + from the backend. Simply select all unsigned orders and click **Sign Orders** from + actions to complete the signing process. + + .. image:: austria/sign-order-action.png + :alt: Sign orders action + +DEP7 export +~~~~~~~~~~~ + +The exported :abbr:`DEP7 (Digitale Schnittstelle der Finanzverwaltung für Kassensysteme)` +file allows authorities to verify transactions and ensure compliance with anti-fraud measures. +Businesses must periodically export the DEP7 data for audits and submit it to the austrian +tax authorities upon request. + +You can export the data by going to :menuselection:`Point of +Sale --> Reporting --> DEP7 Reports`. + +These fields are mandatory: + +- :guilabel:`Start Datetime`: export data with dates larger than or equal to the given start date +- :guilabel:`End Datetime`: export data with dates smaller than or equal to the given end date + +Specify the :guilabel:`Point of Sale` field with all your points of sale you want to export data for. +You will then be able to donload a PDF file with the DEP7 data. + +.. image:: austria/dep7-reports.png + :alt: DEP7 Reports + +Monthly / Yearly Closing Receipts +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +If you need any specific **Monthly Closing Receipt** or **Yearly Closing Receipt** of any perticular +cash register (config), you can go to any open session of that config and print receipts by clicking +**Monthly / Yearly Receipts** under dropdown menu of navigation bar. + +By default :guilabel:`last month` will be selected which you can change and based on radio button +selectionyou can print **Monthly** or **Yearly** closing receipts. + +.. image:: austria/closing-receipts.png + :alt: Closing Receipts diff --git a/content/applications/finance/fiscal_localizations/austria/closing-receipts.png b/content/applications/finance/fiscal_localizations/austria/closing-receipts.png new file mode 100644 index 000000000..9e9e43cd7 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/austria/closing-receipts.png differ diff --git a/content/applications/finance/fiscal_localizations/austria/dep7-reports.png b/content/applications/finance/fiscal_localizations/austria/dep7-reports.png new file mode 100644 index 000000000..e682ce450 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/austria/dep7-reports.png differ diff --git a/content/applications/finance/fiscal_localizations/austria/fiskaly-credentials.png b/content/applications/finance/fiscal_localizations/austria/fiskaly-credentials.png new file mode 100644 index 000000000..df0b64a72 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/austria/fiskaly-credentials.png differ diff --git a/content/applications/finance/fiscal_localizations/austria/sign-order-action.png b/content/applications/finance/fiscal_localizations/austria/sign-order-action.png new file mode 100644 index 000000000..fc117249c Binary files /dev/null and b/content/applications/finance/fiscal_localizations/austria/sign-order-action.png differ