[ADD] Lunch: manage accounts

closes odoo/documentation#8740

X-original-commit: 36a0e84a17
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: jero-odoo <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
This commit is contained in:
Lara Martini (larm) 2024-04-11 15:58:11 -04:00 committed by Zachary Straub (ZST)
parent 013a121b6a
commit 44e9dfb329
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:show-content:
=====
Lunch
=====
@ -308,3 +310,11 @@ lunch alert form loads. Enter the following information on the form:
:align: center
:alt: An alert form with al the information filled out for a chat alert sent at 10:30 AM, asking
employees to submit orders by 11:30 AM.
.. seealso::
- :doc:`lunch/user-accounts`
.. toctree::
:titlesonly:
lunch/user-accounts

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====================
Manage user accounts
====================
In Odoo's *Lunch* application, users pay for products directly from their *Lunch* app account. For
funds to appear in their account, a *Lunch* app manager **must** transfer funds into each user's
account.
.. important::
To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights
set for the *Lunch* application. This is verified by navigating to :menuselection:`Settings app
--> → Manage Users`. Then, click on a user to view their various settings and access rights.
For more information, refer to the
:doc:`Access rights <../../general/users/access_rights/>` documentation.
The *Lunch* application does **not** directly interface in any way with software or products linked
to any monetary accounts or billing. Money **cannot** be transferred from users' bank accounts, nor
can users' credit cards be charged.
Odoo's *Lunch* application **only** allows for manual entries of cash exchanges that are handled by
the *Lunch* app manager. It is up to each individual company to create the method with which lunch
accounts are replenished.
.. example::
Some examples of how money can be organized and transferred within a company:
- Cash is handed to the *Lunch* app manager, who then updates the user's account.
- Money is automatically deducted from the user's paychecks, then the *Lunch* app manager updates
the account when paychecks are issued. This requires :ref:`adding a salary attachment
<payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app.
- Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
can purchase tickets from a *Lunch* app manager, who then updates the user's account.
.. _lunch/cash-moves:
Cash Moves
==========
To add funds to user accounts, each cash move must be individually logged. To view all cash move
records, or create a new cash move, navigate to :menuselection:`Lunch app --> Manager --> Cash
Moves`. Doing so reveals the :guilabel:`Cash Moves` dashboard.
On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a default list view,
displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
:guilabel:`Amount`. The total of all the cash moves is displayed at the bottom of the
:guilabel:`Amount` column.
.. image:: user-accounts/cash.png
:align: center
:alt: The list view of all cash moves.
Add funds
---------
To add funds to a lunch account, click the :guilabel:`New` button, located in the top-left corner of
the :guilabel:`Cash Moves` dashboard.
A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form:
- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If
the user is not in the database, they can be created by typing their name in the :guilabel:`User`
field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create
the user and edit the :guilabel:`Create User` form.
- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred.
- :guilabel:`Amount`: enter the amount being added to the lunch account.
- :guilabel:`Description`: enter a brief description of the transaction.
.. image:: user-accounts/cash-move-form.png
:align: center
:alt: The cash move form filled out for a transaction of $40.00.
Control Accounts
================
An overview of every transaction in the *Lunch* app, including all cash deposits and purchases, can
be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to
:menuselection:`Lunch app --> Manager --> Control Accounts.`
All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
name. At the end of the user's name, a number appears. This indicates the number of individual
records logged for that user.
The default view is to have all individual transactions hidden. To view all transactions for a user,
click the :guilabel:`▶ (triangle)` icon to the left of the desired name to expand that specific
group.
Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
:guilabel:`Amount`.
.. image:: user-accounts/control-accounts.png
:align: center
:alt: The Control Accounts dashboard with two employee's transactions expanded.
.. important::
This list only displays the various transactions within the *Lunch* app, and does **not** allow
modifications to be made to any records listed.
Cash moves can be modified, but **only** from the :ref:`Cash Moves <lunch/cash-moves>`
dashboard, not from the :guilabel:`Control Accounts` dashboard.
It is **not** possible to modify any product-related records.

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@ -100,6 +100,8 @@ Fill out the following information on the payslip form:
If modifications to auto-populated fields are made, it is recommended to check with the
accounting department to ensure every entry that affects the *Accounting* application is correct.
.. _payroll/worked-days-inputs:
Worked days & inputs tab
************************