[ADD] accounting/loc: new Australian loc (KeyPay Payroll)
- add new localization: Australian - the content is about KeyPay Payroll module
@ -6,6 +6,7 @@ Localizations
|
||||
:titlesonly:
|
||||
|
||||
localizations/argentina
|
||||
localizations/australia
|
||||
localizations/chile
|
||||
localizations/colombia
|
||||
localizations/colombia_ES
|
||||
|
79
accounting/fiscal_localizations/localizations/australia.rst
Normal file
@ -0,0 +1,79 @@
|
||||
=========
|
||||
Australia
|
||||
=========
|
||||
|
||||
.. _australia/keypay:
|
||||
|
||||
KeyPay Australian Payroll
|
||||
=========================
|
||||
|
||||
The KeyPay Module synchronizes payslip accounting entries (e.g., expenses, social charges,
|
||||
liabilities, taxes) from KeyPay to Odoo automatically. Payroll administration is still done in
|
||||
KeyPay. We only record the journal entries in Odoo.
|
||||
|
||||
.. note::
|
||||
The KeyPay Module is installed by default with the Australian localization module.
|
||||
|
||||
Configuration Steps
|
||||
-------------------
|
||||
|
||||
#. Create a company located in Australia.
|
||||
#. Check that the Australian localization module (Australia - Accounting) is installed.
|
||||
#. Configure the *KeyPay API*.
|
||||
|
||||
.. image:: media/australia-keypay-api.png
|
||||
:align: center
|
||||
:alt: Odoo Accounting settings includes a section for the Australian Loclization
|
||||
|
||||
#. More fields become visible after clicking on *Enable KeyPay Integration*.
|
||||
|
||||
.. image:: media/australia-keypay-integration.png
|
||||
:align: center
|
||||
:alt: Enabling KeyPay Integration in Odoo Accounting displays new fields in the settings
|
||||
|
||||
#. You can find the API Key in the *My Account* section of the KeyPay platform.
|
||||
|
||||
.. image:: media/australia-keypay-myaccount.png
|
||||
:align: center
|
||||
:alt: "Account Details" section on the KeyPay dashboard
|
||||
|
||||
#. The **Payroll URL** is pre-filled with ``https://keypay.yourpayroll.com.au``. *Please do not
|
||||
change it.*
|
||||
#. You can find the **Business ID** in the KeyPay URL. (i.e., ``189241``)
|
||||
|
||||
.. image:: media/australia-keypay-business-id.png
|
||||
:align: center
|
||||
:alt: The KeyPay "Business ID" number is in the URL
|
||||
|
||||
#. You can choose any Odoo journal to post the payslip entries.
|
||||
|
||||
How does the API work?
|
||||
----------------------
|
||||
|
||||
The API syncs the journal entries from KeyPay to Odoo and leaves them in draft mode. The reference
|
||||
includes the KeyPay payslip entry ID in brackets for the user to easily retrieve the same record in
|
||||
KeyPay and Odoo.
|
||||
|
||||
.. image:: media/australia-keypay-journal-entry.png
|
||||
:align: center
|
||||
:alt: Example of a KeyPay Journal Entry in Odoo Accounting (Australia)
|
||||
|
||||
.. note::
|
||||
The API sync is triggered by scheduled actions.
|
||||
|
||||
.. image:: media/australia-keypay-scheduled-actions.png
|
||||
:align: center
|
||||
:alt: Scheduled Actions settings for KeyPay Payroll in Odoo (debug mode)
|
||||
|
||||
KeyPay payslip entries also work based on double-entry bookkeeping. Debit must equal credit (like in
|
||||
Odoo).
|
||||
|
||||
The accounts used by KeyPay are defined in the section **Payroll settings**.
|
||||
|
||||
.. image:: media/australia-keypay-chart-of-accounts.png
|
||||
:align: center
|
||||
:alt: Chart of Accounts menu in KeyPay
|
||||
|
||||
For the API to work, you need to create the same accounts as the default accounts of your KeyPay
|
||||
business (**same name and same code**) in Odoo. You also need to choose the correct account types in
|
||||
Odoo to generate accurate financial reports.
|
After Width: | Height: | Size: 72 KiB |
After Width: | Height: | Size: 22 KiB |
After Width: | Height: | Size: 83 KiB |
After Width: | Height: | Size: 15 KiB |
After Width: | Height: | Size: 59 KiB |
After Width: | Height: | Size: 35 KiB |
After Width: | Height: | Size: 29 KiB |