From 53c3d6442fde8dc8f6da4ebbcb28f891bf136352 Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Tue, 31 Dec 2024 16:06:27 +0000 Subject: [PATCH] [I18N] *: export latest terms As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#11673 X-original-commit: d4841aee90abcbc4c5ac9fd47e9f0ff8a70ca927 Signed-off-by: Tiffany Chang (tic) --- locale/sources/administration.pot | 4 +- locale/sources/finance.pot | 6072 ++++++++++++++++++-------- locale/sources/general.pot | 180 +- locale/sources/hr.pot | 677 +-- locale/sources/inventory_and_mrp.pot | 1012 +++-- locale/sources/marketing.pot | 228 +- locale/sources/sales.pot | 116 +- locale/sources/services.pot | 330 +- locale/sources/websites.pot | 396 +- 9 files changed, 6162 insertions(+), 2853 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 9f6b102ac..5ecf36bca 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -5582,7 +5582,7 @@ msgid "When requesting an upgraded database for production purposes, the copy is msgstr "" #: ../../content/administration/upgrade.rst:392 -msgid "In case of an issue with your production database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my future upgrade (I am testing an upgrade)\" `_." +msgid "In case of an issue with your production database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my upgrade (production)\" `_." msgstr "" #: ../../content/administration/upgrade.rst:399 diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 5f52ccfee..356f59e9e 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -122,6 +122,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:204 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/reporting/budget.rst:126 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:88 msgid "Reporting" msgstr "" @@ -413,7 +414,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -428,8 +429,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:46 -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 -#: ../../content/applications/finance/accounting/reporting/budget.rst:11 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:12 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 #: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 @@ -443,14 +443,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:894 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:963 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:326 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:421 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:330 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:403 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1355 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:531 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:39 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 #: ../../content/applications/finance/fiscal_localizations/chile.rst:760 @@ -464,13 +465,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 #: ../../content/applications/finance/fiscal_localizations/peru.rst:81 #: ../../content/applications/finance/fiscal_localizations/peru.rst:713 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:906 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:914 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:42 @@ -1490,6 +1492,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:103 #: ../../content/applications/finance/accounting/payments.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:406 msgid "Batch payments" msgstr "" @@ -2896,141 +2899,106 @@ msgid "Electronic invoicing of your documents such as customer invoices, credit msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:16 -msgid "Odoo supports, among others, the following formats." +msgid "Odoo supports e-invoicing in many countries. Refer to the country's page for more details:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:18 +msgid ":doc:`Austria `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:19 +msgid ":doc:`Belgium `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:20 +msgid ":doc:`Croatia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:21 -msgid "Format Name" +msgid ":doc:`Denmark `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:22 -msgid "Applicability" +msgid ":doc:`Estonia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:23 -msgid "Factur-X (CII)" +msgid ":doc:`Finland `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:24 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:26 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:50 -msgid "All customers" +msgid ":doc:`France `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 -msgid "Peppol BIS Billing 3.0" +msgid ":doc:`Germany `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:26 +msgid ":doc:`Hungary `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:27 -msgid "XRechnung (UBL)" +msgid ":doc:`Ireland `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 +msgid ":doc:`Italy `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:29 -msgid "Fattura PA (IT)" +msgid ":doc:`Latvia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:30 -msgid "Italian companies" +msgid ":doc:`Lithuania `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:31 -msgid "CFDI (4.0)" +msgid ":doc:`Luxembourg `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:32 -msgid "Mexican companies" +msgid ":doc:`Netherlands `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:33 -msgid "Peru UBL 2.1" +msgid ":doc:`Norway `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:34 -msgid "Peruvian companies" +msgid ":doc:`Poland `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 -msgid "SII IVA Llevanza de libros registro (ES)" +msgid ":doc:`Portugal `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:36 -msgid "Spanish companies" +msgid ":doc:`Romania `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 -msgid "UBL 2.1 (Columbia)" +msgid ":doc:`Slovenia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:38 -msgid "Colombian companies" +msgid ":doc:`Spain `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:39 -msgid "Egyptian Tax Authority" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:40 -msgid "Egyptian companies" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:41 -msgid "E-Invoice (IN)" +msgid ":doc:`Spain - Basque Country `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:42 -msgid "Indian companies" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:43 -msgid "NLCIUS (Netherlands)" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 -msgid "Dutch companies" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:45 -msgid "EHF 3.0" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 -msgid "Norwegian companies" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 -msgid "SG BIS Billing 3.0" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:48 -msgid "Singaporean companies" +msgid ":doc:`Fiscal localizations documentation <../../fiscal_localizations>`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:49 -msgid "A-NZ BIS Billing 3.0" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:53 -msgid "The **Factur-X (CII)** format enables validation checks on the invoice and generates PDF/A-3 compliant files." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:55 -msgid "Every PDF generated by Odoo includes an integrated **Factur-X** XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 -#: ../../content/applications/finance/accounting/taxes/avatax.rst:125 -#: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 -msgid ":doc:`../../fiscal_localizations`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:65 msgid "By default, the format available in the :ref:`send window ` depends on your customer's country." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:52 msgid "You can define a specific e-invoicing format for each customer. To do so, go to :menuselection:`Accounting --> Customers --> Customers`, open the customer form, go to the :guilabel:`Accounting` tab and select the appropriate format." msgstr "" @@ -3038,23 +3006,23 @@ msgstr "" msgid "Select an EDI format for a specific customer" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:60 msgid "National electronic invoicing" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:78 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:62 msgid "Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`, :doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico <../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in a specific format for all your invoices. In this case, you can define a default e-invoicing format for your sales journal." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:84 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your sales journal, go to the :guilabel:`Advanced Settings` tab, and enable the formats you need for this journal." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:74 msgid "E-invoices generation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:92 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 msgid "From a confirmed invoice, click :guilabel:`Send & Print` to open the send window. Check the e-invoicing option to generate and attach the e-invoice file." msgstr "" @@ -3062,31 +3030,32 @@ msgstr "" msgid "The Peppol option is checked and an e-invoicing XML file is attached to the email." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:99 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:83 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:373 msgid "Peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:101 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:85 msgid "The `Peppol `_ network ensures the exchange of documents and information between enterprises and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow enterprises to exchange electronic documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 msgid "Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic invoicing transactions without the need to send invoices and bills by email or post." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 msgid "If not done yet, :ref:`install ` the :guilabel:`Peppol` module (`account_peppol`)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:96 msgid "Peppol registration is **free** and available in Odoo Community" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 msgid "You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and **Refunds** via Peppol." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:99 msgid "You can send and receive in one of the following supported document formats: **BIS Billing 3.0, XRechnung CIUS, NLCIUS**." msgstr "" @@ -3098,15 +3067,15 @@ msgstr "" msgid "Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 msgid "Registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually save**. Click :guilabel:`Start sending via Peppol` to open the registration form." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 msgid "This registration form also pops up if you choose to :guilabel:`Send & Print` an invoice via Peppol without completing the registration process." msgstr "" @@ -3114,15 +3083,15 @@ msgstr "" msgid "Peppol registration button" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 msgid "You can register either as a sender or a receiver. A sender can only send invoices and credit notes on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an existing Peppol registration elsewhere that you want to keep, but want to send invoices from your Odoo database and receive other documents in another software, register as a **sender**." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:128 msgid "You can always register as a sender first and register to receive documents later." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:129 msgid "When registering, you can specify if you would also like to receive documents." msgstr "" @@ -3130,39 +3099,39 @@ msgstr "" msgid "Peppol registration form" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:150 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 msgid "Fill in the following information:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:152 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "Check the receiver box if you want to register on Odoo SMP. If you are migrating from another service provider, insert the :guilabel:`Migration key` from the previous provider (the field becomes visible after you tick the checkbox)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:155 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid ":guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. For example, the preferred EAS code for most companies in Belgium is `0208`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:158 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:142 msgid ":guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:159 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:143 msgid ":guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 msgid ":guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol registration." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:163 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:147 msgid "If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:167 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 msgid "Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or partner verification." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:169 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:153 msgid "For **advanced users only**, it is possible to run tests on Peppol's test network. The server allows to register on Peppol and send/receive test invoices to/from other participants. To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup menu in the **Settings** app. The option :guilabel:`Test` is now available." msgstr "" @@ -3170,15 +3139,15 @@ msgstr "" msgid "Peppol test mode parameter" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:180 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:164 msgid "`Peppol EAS - European Commision `_" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:165 msgid "`Peppol Endpoint - OpenPeppol eDEC Code Lists `_ (open the \"Participant Identifier Schemes\" as HTML page)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:184 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:168 msgid "When set up, request a verification code to be sent to you by clicking :guilabel:`Send a registration code by SMS`. A text message containing a code is sent to the phone number provided to finalize the verification process." msgstr "" @@ -3186,19 +3155,19 @@ msgstr "" msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:175 msgid "Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. If you chose to only send documents, then the status changes to :guilabel:`Can send but not receive`. If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending registration to receive`. In that case, it should be automatically activated within a day." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:197 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:181 msgid "Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices Journal`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:201 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:185 msgid "To manually trigger the cron that checks the registration status, enable the :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, and search for the :guilabel:`PEPPOL: update participant status` action." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:189 msgid "Your receiver application status should be updated soon after you are registered on the Peppol network." msgstr "" @@ -3206,31 +3175,31 @@ msgstr "" msgid "receiver application" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:211 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 msgid "All invoices and vendor bills can now be sent directly using the Peppol network." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:214 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:198 msgid "To update the email that Odoo can use to contact you, modify the email and click :guilabel:`Update contact details`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:202 msgid "Configure Peppol services" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:220 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:204 msgid "Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button becomes visible to allow you to enable or disable document formats that other participants can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending on the installed modules)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 msgid "Contact verification" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:212 msgid "Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they are also registered as a Peppol participant." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:231 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:215 msgid "To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity is set to Valid." msgstr "" @@ -3238,15 +3207,15 @@ msgstr "" msgid "verify contact registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:241 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:225 msgid "While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:244 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 msgid "It is possible to verify the Peppol participant status of several customers at once. To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:248 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:232 msgid "If the participant is registered on the Peppol network but cannot receive the format you selected for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot receive this format`." msgstr "" @@ -3254,11 +3223,11 @@ msgstr "" msgid "verify contact ubl format" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:256 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 msgid "Send invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:258 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:242 msgid "Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the invoice form. To queue multiple invoices, select them in the list view and click :menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." msgstr "" @@ -3266,7 +3235,7 @@ msgstr "" msgid "Send peppol invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:266 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:250 msgid "Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the corresponding sales journal." msgstr "" @@ -3274,7 +3243,7 @@ msgstr "" msgid "Filter Peppol ready invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:273 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:257 msgid "Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The status is changed to `Done` after they have been successfully delivered to the contact's Access Point." msgstr "" @@ -3282,11 +3251,11 @@ msgstr "" msgid "Peppol message status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:281 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 msgid "By default, the Peppol status column is hidden on the Invoices list view. You can choose to have it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:285 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:269 msgid "A cron runs regularly to check the status of these invoices. It is possible to check the status before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding sales journal on the Accounting dashboard." msgstr "" @@ -3294,11 +3263,11 @@ msgstr "" msgid "Fetch invoice Peppol status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:293 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:277 msgid "Receive vendor bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:295 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:279 msgid "Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. These documents are imported, and the corresponding vendor bills are created automatically as drafts." msgstr "" @@ -3306,7 +3275,7 @@ msgstr "" msgid "peppol receive bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:302 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:286 msgid "If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." msgstr "" @@ -3314,6 +3283,929 @@ msgstr "" msgid "Fetch bills from Peppol" msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:5 +msgid "Odoo electronic invoicing in Austria" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Austria's regulatory standards, and compatible with the European `Peppol `_ framework." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:12 +msgid "Legal framework for e-invoicing in Austria" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:14 +msgid "In Austria, businesses must adhere to e-invoicing laws that ensure secure, authentic, and storable transactions. The main regulation governing e-invoicing requirements in Austria is the `Austrian VAT Act (UStG) `_ and its related e-invoicing standards for public procurement (`BGBI. I Nr. 32/2019 `_), which aligns with `EU Directive 2014/55/EU `_. These laws mandate that all businesses engaged in :abbr:`B2G (business-to-government)` transactions must use e-invoicing, and increasingly, e-invoicing is encouraged for B2B transactions to improve tax compliance and transparency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:24 +msgid "Compliance with Austrian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:26 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:27 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:25 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:26 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:25 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:24 +msgid "Odoo Invoicing makes it easy for businesses to send, store, and ensure the integrity of their invoices. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:29 +msgid "**Supported format**: Odoo supports standard e-invoice formats such as PDF with digital signatures and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible with e-rechnung.gv.at, Austria's central electronic invoicing platform for public procurement transactions. Any platform can be used if connected to the authentication services of the Federal Service Portal (:abbr:`USP (Unternehmensserviceportal)`) e-rechnung.gv.at for e-invoicing transmission." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:35 +msgid "**Secure storage and retrieval**: In accordance with the Austrian requirement to store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, ensuring that they can be easily retrieved during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:38 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses stay in line with Austrian VAT requirements by automatically calculating and including VAT in invoices and ensuring that each invoice follows the legal format for B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:44 +msgid ":doc:`Austria fiscal localization documentation <../../../fiscal_localizations/austria>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:46 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:47 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:38 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:48 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:44 +msgid "Disclaimer" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:48 +msgid "This page provides an overview of Austrian e-invoicing laws and how Odoo Invoicing supports compliance with the Austrian VAT Act (UStG) and related regulations. It does does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Austrian e-invoicing regulations to ensure full compliance tailored to your specific business requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:5 +msgid "Odoo electronic invoicing in the Basque Country" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Basque Country's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:11 +msgid "Legal framework for e-invoicing in the Basque Country" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:13 +msgid "In the Basque Country, electronic invoicing is governed by Spanish national legislation and regional implementations, including the `Ley de Facturación Electrónica `_ and compliance with `EU Directive 2014/55/EU `_. For :abbr:`B2G (business-to-government)` transactions, e-invoicing is mandatory, and suppliers must submit e-invoices through the FACe platform or the regional system, e-Factura Euskadi, specifically designed for the Basque Country. These platforms ensure the secure submission of invoices to public administrations. While B2B e-invoicing is not yet mandatory, its use is growing, supported by the implementation of the TicketBAI system, which is specific to the Basque Country and promotes tax transparency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:24 +msgid "Compliance with Basque e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:26 +msgid "Odoo Invoicing is fully prepared to help businesses meet the Basque Country's e-invoicing requirements while complying with broader Spanish and EU standards. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:30 +msgid "**Supported formats**: Odoo supports formats such as Facturae XML, required for compliance with the FACe and e-Factura Euskadi platforms. Additionally, Odoo integrates with the TicketBAI system, ensuring all invoices meet the technical and legal standards for secure submission to tax authorities. Odoo enables businesses to submit e-invoices seamlessly to the FACe platform for national compliance and the e-Factura Euskadi system for regional public administration transactions. Furthermore, Odoo supports compliance with the TicketBAI initiative, specific to the Basque Country." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:37 +msgid "**Secure storage and retrieval**: In accordance with regulations requiring invoices to be stored for a minimum of 6 years, Odoo provides a secure, tamper-proof archive for all invoices, allowing easy access for audits and tax reviews." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:40 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring invoices adhere to Basque Country VAT requirements for B2G and B2B transactions while facilitating compliance with the SII (Immediate Supply of Information) system for real-time VAT reporting." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:46 +msgid "This page provides an overview of e-invoicing laws in the Basque Country and how Odoo Invoicing supports compliance with the Ley de Facturación Electrónica, e-Factura Euskadi, TicketBAI system, and FACe platform. It is not intended as legal advice. We recommend consulting with a tax advisor or legal professional familiar with e-invoicing regulations in the Basque Country to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:5 +msgid "Odoo electronic invoicing in Belgium" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Belgium's regulatory standards, and compatible with the European `Peppol `_ framework." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:12 +msgid "Legal framework for e-invoicing in Belgium" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:14 +msgid "In Belgium, businesses must adhere to e-invoicing laws that ensure secure, authentic, and storable transactions. The primary regulation governing e-invoicing requirements in Belgium is the `Belgian VAT Code `_ and its related `e-invoicing standards for public procurement `_, which align with `EU Directive 2014/55/EU `_. These laws mandate that all businesses engaged in :abbr:`B2G (business-to-government)` transactions must use e-invoicing via Mercurius, Belgium's official electronic invoicing platform for public procurement transactions. Additionally, Belgium is part of the Peppol network, which provides a standardized framework for cross-border e-invoicing across Europe. Increasingly, e-invoicing is also encouraged for B2B transactions to enhance tax compliance and transparency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:26 +msgid "Compliance with Belgian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:31 +msgid "**Peppol-compliant formats**: Odoo supports the standardized XML (:abbr:`UBL (Universal Business Language)`) format for Peppol, ensuring compliance with both Belgian and European e-invoicing standards. This ensures your invoices meet the legal requirements for public procurement in Belgium and other EU countries. Odoo enables businesses to send e-invoices directly to government entities in compliance with Belgian regulations through Belgium’s Mercurius platform for public procurement." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:37 +msgid "**Secure storage and retrieval**: In accordance with Belgian requirements to store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, ensuring that they can be easily retrieved during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:40 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses comply with Belgian VAT requirements by automatically calculating and including VAT in invoices and ensuring that each invoice follows the legal format for B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:45 +msgid ":doc:`Belgium fiscal localization documentation <../../../fiscal_localizations/belgium>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:49 +msgid "This page provides an overview of Belgian e-invoicing laws and how Odoo Invoicing supports compliance with the Belgian VAT Code, Peppol standards, and related regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Belgian e-invoicing regulations to ensure full compliance tailored to your specific business requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:5 +msgid "Odoo electronic invoicing in Croatia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:7 +msgid "Odoo Invoicing is our trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Croatia's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:11 +msgid "Legal framework for e-invoicing in Croatia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:13 +msgid "In Croatia, businesses must comply with e-invoicing regulations to ensure secure, authentic, and storable transactions. The main legal framework governing e-invoicing in Croatia is the Fiscalization Act and its related requirements for public procurement, which are aligned with `EU Directive 2014/55/EU `_ on e-invoicing in public procurement. Under these regulations, all businesses involved in :abbr:`B2G (business-to-government)` transactions are required to use electronic invoicing via the :abbr:`CIS (Central Invoice System)`, Croatia’s official platform for public sector e-invoicing. Croatia is also part of the Peppol network, facilitating standardized cross-border e-invoicing within the European Union. Furthermore, e-invoicing is increasingly encouraged for B2B transactions, promoting greater transparency and tax compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:25 +msgid "Compliance with Croatian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:30 +msgid "**Supported formats**: Odoo supports standard e-invoice formats, such as PDF with digital signatures and XML in :abbr:`UBL (Universal Business Language)` format, which are fully compatible with Croatia's :abbr:`CIS (Central Invoice System)` for public procurement transactions. Additionally, Odoo enables transmission of e-invoices through any platform connected to the Peppol network, as the *Servis eRačun za državu* reached via Peppol, ensuring compliance with both Croatian and EU standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:36 +msgid "**Secure storage and retrieval**: In accordance with Croatian regulations to store invoices for a minimum of eleven years, Odoo securely archives all invoices in a tamper-proof system, ensuring they can be easily retrieved during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:39 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing helps businesses stay in line with Croatian VAT requirements by automatically calculating and including VAT in invoices and ensuring that each invoice follows the legal format for both B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:46 +msgid "This page provides an overview of Croatian e-invoicing laws and how Odoo Invoicing supports compliance with the Fiscalization Act, Peppol standards, and other relevant regulations. It does not constitute legal adviceWe recommend consulting with a tax advisor or legal professional familiar with Croatian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:5 +msgid "Odoo electronic invoicing in Denmark" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Denmark's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:11 +msgid "Legal framework for e-invoicing in Denmark" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:13 +msgid "In Denmark, e-invoicing is governed by `EU Directive 2014/55/EU `_, mandating the use of e-invoicing for :abbr:`B2G (business-to-government)` transactions. Danish public sector entities require invoices to be submitted through NemHandel, the national e-invoicing platform, using the OIOUBL format (a local version of :abbr:`UBL (Universal Business Language)` and XML). Denmark is also a key member of the Peppol network, enabling streamlined, standardized, and secure cross-border e-invoicing for transactions within the European Union. While e-invoicing is not mandatory for B2B transactions, its adoption is growing as businesses seek greater efficiency and compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:23 +msgid "Compliance with Danish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:28 +msgid "**Supported formats**: Odoo supports OIOUBL, which is required for public sector invoicing via NemHandel. It also supports UBL XML for transactions through the Peppol network, ensuring compatibility with Denmark’s and Europe’s e-invoicing standards. Odoo enables businesses to send e-invoices through NemHandel, directly to Danish public entities in the required format. For international transactions, Odoo ensures compatibility with Peppol Access Points, facilitating cross-border invoicing." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:34 +msgid "**Secure storage and retrieval**: In line with Danish regulations, which require businesses to store invoices for at least five years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy access for audits and compliance checks." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices are formatted to meet Denmark’s legal requirements for B2G and B2B transactions, helping businesses comply with local tax laws." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:43 +msgid "This page provides an overview of Danish e-invoicing laws and how Odoo Invoicing supports compliance with NemHandel, OIOUBL standards, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Danish e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:5 +msgid "Odoo electronic invoicing in Estonia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Estonia's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:11 +msgid "Legal framework for e-invoicing in Estonia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:13 +msgid "In Estonia, businesses must comply with e-invoicing regulations to ensure secure, authentic, and storable transactions. The main legal framework governing e-invoicing in Estonia is the `Accounting Act `_ and its provisions related to e-invoicing, which align with `EU Directive 2014/55/EU `_ on e-invoicing in public procurement. Since 2019, :abbr:`B2G (business-to-government)` transactions must use electronic invoices via Estonia's Rik's e-Invoicing System, the government's platform for public sector e-invoicing. Estonia is also part of the Peppol network, which ensures standardized cross-border e-invoicing across Europe. Additionally, the use of e-invoicing is encouraged for B2B transactions, promoting better transparency, efficiency, and compliance with VAT requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:24 +msgid "Compliance with Estonian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:29 +msgid "**Supported formats**: Odoo supports standard e-invoice formats, such as XML in :abbr:`UBL (Universal Business Language)` format, which is fully compatible with Estonia's Rik’s e-Invoicing System for public procurement transactions. Additionally, Odoo enables seamless transmission of e-invoices through platforms connected to the Peppol network, ensuring compliance with Estonian and EU e-invoicing standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:34 +msgid "**Secure storage and retrival**: In accordance with Estonian regulations to store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, making them easily retrievable during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices are formatted to meet Denmark’s legal requirements for :abbr:`B2G (business-to-government)` and B2B transactions, helping businesses compliant with local tax laws." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:43 +msgid "This page provides an overview of Estonian e-invoicing laws and how Odoo Invoicing supports compliance with the Accounting Act, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Estonian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:5 +msgid "Odoo electronic invoicing in Finland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Finland's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:11 +msgid "Legal framework for e-invoicing in Finland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:13 +msgid "In Finland, businesses must comply with e-invoicing regulations to ensure secure, authentic, and storable transactions. The primary legal framework governing e-invoicing is the `Act on Electronic Invoicing (241/2019) `_, which aligns with `EU Directive 2014/55/EU `_ on electronic invoicing in public procurement. Under Finnish law, all :abbr:`B2G (business-to-government)` transactions require the use of electronic invoices via Apix Messaging or other Peppol-connected platforms, Finland’s standard for public sector e-invoicing. Finland is also part of the Peppol network, ensuring interoperability and standardization for cross-border e-invoicing within the EU. Additionally, e-invoicing is widely adopted for B2B transactions, promoting efficient processes and improved tax compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:25 +msgid "Compliance with Finnish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:27 +msgid "Odoo invoicing module makes it easy for businesses to adhere to Finland's e-invoicing regulations. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:30 +msgid "**Supported formats**: Odoo supports the e-invoicing formats widely used in Finland, including TEAPPSXML, Finvoice, and the standardized XML in :abbr:`UBL (Universal Business Language)` format required for Peppol compliance. This ensures compatibility with Finnish platforms such as Handi for public sector invoicing and eKuitti for enhanced receipt management and e-invoicing." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:34 +msgid "**Secure storage and retrieval**: In accordance with Finnish regulations requiring businesses to store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, allowing for easy retrieval during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing ensures compliance with Finnish VAT requirements by automatically calculating and including VAT in invoices and formatting them to meet the legal standards for both B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:43 +msgid "This page provides an overview of Finnish e-invoicing laws and how Odoo Invoicing supports compliance with the Act on Electronic Invoicing, Peppol standards, and other relevant regulations. It is not intended as legal advice. We recommend consulting with a tax advisor or legal professional familiar with Finnish e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:5 +msgid "Odoo electronic invoicing in France" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to France's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:11 +msgid "Legal framework for e-invoicing in France" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:13 +msgid "In France, electronic invoicing is regulated by the `Ordonnance n° 2019-359 `_, which is aligned with `EU Directive 2014/55/EU `_, and requires mandatory :abbr:`B2G (business-to-government)` e-invoicing through the Chorus Pro platform. Starting in 2024, B2B e-invoicing will be progressively implemented, becoming mandatory for all businesses by 2026. This reform aims to combat tax fraud, improve VAT collection, and enhance business transparency. The Factur-X hybrid format (a combination of PDF and XML data) is widely used in France, ensuring compliance with both local and European e-invoicing standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:23 +msgid "Compliance with French e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:28 +msgid "**Supported formats**: Odoo supports the Factur-X hybrid format (PDF with embedded XML) required for compliance with French e-invoicing standards. It is also compatible with :abbr:`UBL (Universal Business Language)` XML for transactions via the Peppol network, facilitating both local and international invoicing. Odoo enables businesses, through Chorus Pro France’s official e-invoicing platform, to submit compliant e-invoices directly to public authorities and soon to private sector recipients as B2B e-invoicing becomes mandatory." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:34 +msgid "**Secure storage and retrieval**: In compliance with French regulations, which require invoices to be stored for a minimum of 10 years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy access for audits and inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring invoices meet French VAT requirements and are formatted correctly for both B2G and B2B transactions, supporting seamless compliance with evolving standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:42 +msgid ":doc:`France fiscal localization documentation <../../../fiscal_localizations/france>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:46 +msgid "This page provides an overview of French e-invoicing laws and how Odoo Invoicing supports compliance with the Chorus Pro platform, Factur-X standard, Peppol network, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with French e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:5 +msgid "Odoo electronic invoicing in Germany" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Germany's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:11 +msgid "Legal framework for e-invoicing in Germany" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:13 +msgid "In Germany, e-invoicing is governed by the `E-Rechnungsgesetz `_, which is aligned with `EU Directive 2014/55/EU `_, requiring e-invoicing for all :abbr:`B2G (business-to-government)` transactions. Invoices to public sector entities must comply with the XRechnung format or the Peppol BIS Billing 3.0 standard. Submission is typically handled through platforms like :abbr:`ZRE (Zentraler Rechnungseingang)` or :abbr:`OZG-RE (Onlinezugangsgesetz-Rechnungseingang)`. While B2B e-invoicing is not yet mandatory, its adoption is increasing as businesses seek to enhance compliance, efficiency, and transparency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:22 +msgid "Compliance with German e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:27 +msgid "**Supported formats**: Odoo supports both XRechnung (XML), the mandatory format for public sector e-invoicing, and Peppol BIS Billing 3.0, enabling seamless compliance with Germany’s national and European standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:30 +msgid "**Secure storage and retrieval**: In line with German regulations, which require invoices to be stored for at least ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring they are easily accessible for audits and compliance checks." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:33 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring compliance with German VAT requirements and proper formatting for both :abbr:`B2G (business-to-government)` and B2B transactions, supporting efficient reporting and legal adherence." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:39 +msgid ":doc:`Germany fiscal localization documentation <../../../fiscal_localizations/germany>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:43 +msgid "This page provides an overview of German e-invoicing laws and how Odoo Invoicing supports compliance with E-Rechnungsgesetz, XRechnung, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with German e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:5 +msgid "Odoo electronic invoicing in Hungary" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Hungary's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:11 +msgid "Legal framework for e-invoicing in Hungary" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:13 +msgid "In Hungary, businesses must adhere to e-invoicing regulations to ensure secure, authentic, and storable transactions. The primary legal framework is the Hungarian VAT Act (Act CXXVII of 2007), which mandates real-time reporting of invoices to the NAV Online invoice system, Hungary's government e-invoicing platform. As of 2021, all B2B and B2C invoices must be reported in real-time, regardless of value. Hungary's regulations do not currently require :abbr:`B2G (business-to-government)` e-invoicing, but public sector invoicing is encouraged via the Peppol network. Common formats for e-invoicing include XML for NAV submissions and other structured formats to streamline compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:23 +msgid "Compliance with Hungarian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:25 +msgid "Odoo invoicing module is designed to help businesses meet Hungary's e-invoicing and VAT reporting requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:28 +msgid "**Supported Formats**: Odoo supports the standardized XML format required for integration with the NAV (Nemzeti Adó és Vámhivatal) Online Invoice System, ensuring seamless real-time invoice reporting. The module also supports formats compatible with Peppol for cross-border transactions, promoting compliance with EU e-invoicing standards. Odoo enables businesses to automatically report invoices to the Hungarian tax authorities in real-time, as required by law." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:33 +msgid "**Secure storage and retrieval**: In accordance with Hungarian regulations, which mandate storing invoices for a minimum of eight years, Odoo securely archives all invoices in a tamper-proof system, allowing for easy retrieval during audits." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:36 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices meet the strict requirements of the Hungarian VAT Act, simplifying compliance for B2B and B2C transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:42 +msgid "This page provides an overview of Hungarian e-invoicing laws and how Odoo Invoicing supports compliance with the Hungarian VAT Act, NAV Online Invoice System, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Hungarian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:5 +msgid "Odoo electronic invoicing in Ireland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Ireland's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:11 +msgid "Legal framework for e-invoicing in Ireland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:13 +msgid "In Ireland, businesses must comply with e-invoicing regulations to ensure secure, authentic, and storable transactions. The legal framework for e-invoicing is primarily shaped by `EU Directive 2014/55/EU `_, which mandates the use of electronic invoicing in :abbr:`B2G (business-to-government)` transactions. Irish public sector bodies must accept electronic invoices that comply with the European Standard EN 16931. E-invoicing in the public sector is facilitated through the Peppol network, providing a streamlined and standardized platform for invoicing. While not mandatory for B2B transactions, e-invoicing is increasingly encouraged to enhance efficiency, transparency, and compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:23 +msgid "Compliance with Irish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:25 +msgid "Odoo Invoicing is equipped to meet Ireland's e-invoicing requirements, ensuring businesses can operate with confidence. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:28 +msgid "**Supported formats**: Odoo supports the XML and :abbr:`UBL (Universal Business Language)` formats required for Peppol compliance and ensures compatibility with the European Standard EN 16931, which is the basis for public sector e-invoicing in Ireland. Odoo seamlessly integrates with the Peppol network, enabling businesses to send compliant e-invoices directly to Irish public sector bodies and facilitating cross-border invoicing in line with EU standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:33 +msgid "**Secure storage and retrieval**: In accordance with Irish regulations that require businesses to retain invoices for a minimum of six years, Odoo securely archives all invoices in a tamper-proof system, ensuring they can be easily accessed during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:36 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing ensures full compliance with Irish VAT regulations by automatically calculating and including VAT in invoices, while formatting them to meet the legal requirements for both B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:42 +msgid "This page provides an overview of Irish e-invoicing laws and how Odoo Invoicing supports compliance with EU Directive 2014/55/EU, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Irish e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:5 +msgid "Odoo electronic invoicing in Italy" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Italy's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:11 +msgid "Legal framework for e-invoicing in Italy" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:13 +msgid "Italy has one of the most advanced e-invoicing frameworks in Europe, governed by the `Italian budget law `_ and regulations issued by the Agenzia delle Entrate. Since 2019, e-invoicing is mandatory for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions. All e-invoices must be submitted through the :abbr:`Sdi (Sistema di Interscambio)`, the Italian government's centralized exchange system. The format for e-invoices is FatturaPA, a structured XML format specifically designed for compliance with Italian regulations. As part of its compliance with `EU Directive 2014/55/EU `_, Italy also supports Peppol standards for cross-border e-invoicing." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:23 +msgid "Compliance with Italian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:25 +msgid "Odoo Invoicing is fully equipped to meet Italy's e-invoicing requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:28 +msgid "**Supported formats**: Odoo supports the FatturaPA XML format required by the :abbr:`Sdi (Sistema di Interscambio)` for all domestic e-invoices, as well as :abbr:`UBL (Universal Business Language)` XML for cross-border invoicing via the Peppol network, ensuring compliance with both Italian and EU standards. Odoo has an easy access to the :abbr:`Sdi (Sistema di Interscambio)` platform, allowing businesses to send, validate, and track invoices in real-time, ensuring seamless compliance with Italian regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:34 +msgid "**Secure storage and retrieval**: In accordance with Italian law, which requires invoices to be stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring they can be easily retrieved for audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices adhere to the strict formatting and reporting requirements of Italian law for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:42 +msgid ":doc:`Italy fiscal localization documentation <../../../fiscal_localizations/italy>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:46 +msgid "This page provides an overview of Italian e-invoicing laws and how Odoo Invoicing supports compliance with the Italian Budget Law, :abbr:`Sdi (Sistema di Interscambio)`, FatturaPA format, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Italian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:5 +msgid "Odoo electronic invoicing in Latvia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Latvia's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:11 +msgid "Legal framework for e-invoicing in Latvia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:13 +msgid "In Latvia, electronic invoicing is governed by the `Law on Accounting `_ and regulations aligned with `EU Directive 2014/55/EU `_, mandating the use of e-invoicing in :abbr:`B2G (business-to-government)` transactions. All public sector invoices must be sent in the European Standard EN 16931 format through platforms such as eInvoicing.lv, Latvia’s official e-invoicing infrastructure. Latvia is also connected to the Peppol network, facilitating standardized cross-border e-invoicing across the European Union." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:21 +msgid "Compliance with Latvian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:23 +msgid "Odoo Invoicing is designed to help businesses comply with Latvia's specific e-invoicing requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:26 +msgid "**Supported formats**: Odoo supports the XML :abbr:`UBL (Universal Business Language)` format, compliant with European Standard EN 16931, which is required for public sector e-invoicing in Latvia. Odoo also facilitates e-invoicing through the Peppol network, ensuring seamless cross-border compatibility. Odoo integrates with Latvian e-invoicing platforms, such as eInvoicing.lv, allowing businesses to send compliant e-invoices directly to government entities while adhering to legal standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:32 +msgid "**Secure storage and retrieval**: In accordance with Latvian regulations requiring invoices to be stored for a minimum of five years, Odoo securely archives all invoices in a tamper-proof system, ensuring they can be easily accessed during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:35 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices adhere to the legal requirements for :abbr:`B2G (business-to-government)` and B2B transactions, helping businesses comply with Latvian VAT laws." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:41 +msgid "This page provides an overview of Latvian e-invoicing laws and how Odoo Invoicing supports compliance with the Law on Accounting, European Standard EN 16931, eInvoicing.lv, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Latvian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:5 +msgid "Odoo electronic invoicing in Lithuania" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Lithuania's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:11 +msgid "Legal framework for e-invoicing in Lithuania" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:13 +msgid "In Lithuania, e-invoicing is regulated under the `Law on Accounting `_ and aligned with `EU Directive 2014/55/EU `_ for mandatory :abbr:`B2G (business-to-government)` e-invoicing. Businesses working with public sector entities must use e-invoicing, and invoices must be submitted through the E.sąskaita platform, Lithuania’s centralized invoicing system for public procurement. Lithuania also participates in the Peppol network, enabling seamless cross-border e-invoicing. While B2B e-invoicing is currently optional, its use is encouraged to enhance tax compliance and operational efficiency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:23 +msgid "Compliance with Lithuanian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:25 +msgid "Odoo invoicing module is fully equipped to meet Lithuania's e-invoicing requirements and ensure compliance with local and EU standards. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:28 +msgid "**Supported formats**: Odoo supports Peppol BIS Billing 3.0 and XML formats required for compliance with E.sąskaita, ensuring e-invoices meet the mandatory standards for public procurement and cross-border transactions. Odoo enables businesses to send e-invoices directly to public entities with Lithuania’s E.sąskaita platform. For international invoicing, Odoo supports the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:33 +msgid "**Secure storage and retrieval**: In compliance with Lithuanian regulations, which require invoices to be stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring they are accessible for audits and tax inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:36 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices meet Lithuania’s VAT requirements for both B2G and B2B transactions, reducing the risk of non-compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:42 +msgid "This page provides an overview of Lithuanian e-invoicing laws and how Odoo Invoicing supports compliance with the Law on Accounting, E.sąskaita platform, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Lithuanian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:5 +msgid "Odoo electronic invoicing in Luxembourg" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Luxembourg's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:11 +msgid "Legal framework for e-invoicing in Luxembourg" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:13 +msgid "In Luxembourg, e-invoicing is regulated in accordance with `EU Directive 2014/55/EU `_, requiring the use of electronic invoicing in :abbr:`B2G (business-to-government)` transactions. Public sector entities in Luxembourg must accept e-invoices in the European Standard EN 16931 format. The government supports e-invoicing through the Peppol network, ensuring streamlined communication and compliance for cross-border transactions. While e-invoicing is not yet mandatory for B2B transactions, its adoption is encouraged to promote operational efficiency and tax compliance across industries." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:22 +msgid "Compliance with Luxembourgish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:24 +msgid "Odoo invoicing is equipped to support businesses in adhering to Luxembourg's e-invoicing standards. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:27 +msgid "**Supported formats**: Odoo supports the XML :abbr:`UBL (Universal Business Language)` format, compliant with European Standard EN 16931, meeting the requirements for public sector e-invoicing in Luxembourg. It also facilitates e-invoicing through the Peppol network, ensuring interoperability for cross-border invoicing." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:31 +msgid "**Secure storage and retrieval**: In line with Luxembourg’s requirement to retain invoices for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy access during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:34 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing ensures full compliance with Luxembourg's VAT regulations by automating VAT calculations and formatting invoices to meet the legal standards for :abbr:`B2G (business-to-government)` and B2B transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:39 +msgid ":doc:`Luxembourg fiscal localization documentation <../../../fiscal_localizations/luxembourg>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:43 +msgid "This page provides an overview of Luxembourg's e-invoicing laws and how Odoo Invoicing supports compliance with EU Directive 2014/55/EU, European Standard EN 16931, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Luxembourg’s e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:5 +msgid "Odoo electronic invoicing in the Netherlands" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to the Netherlands' regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:11 +msgid "Legal framework for e-invoicing in the Netherlands" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:13 +msgid "In the Netherlands, e-invoicing is regulated under `EU Directive 2014/55/EU `_, requiring :abbr:`B2G (business-to-government)` transactions to adhere to the European Standard EN 16931. Public sector entities must accept e-invoices through platforms such as Digipoort, the Dutch government's official gateway for electronic data exchange. The Netherlands is also a prominent member of the Peppol network, which enables secure and standardized e-invoicing for cross-border transactions across Europe. While e-invoicing is not yet mandatory for B2B transactions, it is strongly encouraged to enhance transparency and efficiency in business processes." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:22 +msgid "Compliance with Dutch e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:24 +msgid "Odoo invoicing is equipped to support businesses with the Netherlands' e-invoicing requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:27 +msgid "**Supported formats**: Odoo supports :abbr:`UBL (Universal Business Language)` XML, which is the standard format for e-invoicing in the Netherlands. It ensures compatibility with both Digipoort for domestic B2G transactions and the Peppol network for international e-invoicing." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:30 +msgid "**Secure storage and retrieval**: In accordance with Dutch regulations, which require businesses to store invoices for a minimum of seven years, Odoo securely archives all invoices in a tamper-proof system, ensuring they are accessible during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:33 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and formats invoices to meet Dutch VAT requirements, ensuring compliance with legal standards for both :abbr:`B2G (business-to-government)` and B2B transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:38 +msgid ":doc:`Netherlands fiscal localization documentation <../../../fiscal_localizations/netherlands>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:42 +msgid "This page provides an overview of Dutch e-invoicing laws and how Odoo Invoicing supports compliance with EU Directive 2014/55/EU, Digipoort, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Dutch e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:5 +msgid "Odoo electronic invoicing in Norway" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Norway's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:11 +msgid "Legal framework for e-invoicing in Norway" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:13 +msgid "In Norway, e-invoicing is governed by regulations aligned with `EU Directive 2014/55/EU `_, requiring :abbr:`B2G (business-to-government)` transactions to comply with mandatory e-invoicing standards. Norwegian public sector entities mandate the use of the EHF (Elektronisk Handelsformat) standard for e-invoices, ensuring uniformity and security. Norway is a member of the Peppol network, which supports standardized and interoperable cross-border e-invoicing throughout Europe. Although not mandatory for B2B transactions, e-invoicing is widely encouraged and adopted across the private sector to boost efficiency, transparency, and compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:22 +msgid "Compliance with Norwegian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:24 +msgid "Odoo invoicing is designed to fully support businesses in meeting Norway's e-invoicing standards. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:27 +msgid "**Supported formats**: Odoo supports the EHF (Elektronisk Handelsformat) standard, which is required for public sector e-invoicing in Norway. Odoo is also compatible with :abbr:`UBL (Universal Business Language)` XML for transactions through the Peppol network, ensuring adherence to both Norwegian and EU e-invoicing requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:31 +msgid "**Secure storage and retrieval**: In compliance with Norwegian regulations that mandate the retention of invoices for a minimum of five years, Odoo securely archives all invoices in a tamper-proof system, ensuring accessibility and security during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:34 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations, ensuring that invoices meet Norwegian VAT requirements while adhering to the correct format for both :abbr:`B2G (business-to-government)` and B2B transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:40 +msgid "This page provides an overview of Norwegian e-invoicing laws and how Odoo Invoicing supports compliance with the EHF standard, Peppol network, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Norwegian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:5 +msgid "Odoo electronic invoicing in Poland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Poland's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:11 +msgid "Legal framework for e-invoicing in Poland" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:13 +msgid "In Poland, e-invoicing is governed by the `Polish VAT Act `_ and the National e-Invoicing System (KSeF – Krajowy System e-Faktur), which became operational in 2022. While :abbr:`B2G (business-to-government)` e-invoicing is mandatory under `EU Directive 2014/55/EU `_, B2B e-invoicing is mandatory for all businesses starting July 2024, following Poland's adoption of the e-invoicing scheme. E-invoices must be issued in the FA_VAT (structured XML) format and transmitted through the KSeF platform, ensuring compliance with tax reporting and transparency goals." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:22 +msgid "Compliance with Polish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:24 +msgid "Odoo Invoicing is fully equipped to help businesses comply with Poland's evolving e-invoicing requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:27 +msgid "**Supported formats**: Odoo supports the FA_VAT (structured XML) format required for submission to the KSeF platform. It also supports Peppol BIS Billing 3.0 for cross-border transactions, ensuring compliance with Polish and European standards. Odoo enables businesses to issue and transmit structured e-invoices to public authorities and other businesses through the KSeF platform. Additionally, Odoo facilitates cross-border invoicing through the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:32 +msgid "**Secure storage and retrieval**: In accordance with Polish regulations, which require invoices to be stored for at least five years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy access for audits and compliance checks." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:35 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices meet Polish VAT requirements for both B2G and B2B transactions, streamlining compliance and tax reporting processes." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:41 +msgid "This page provides an overview of Polish e-invoicing laws and how Odoo Invoicing supports compliance with the VAT Act, KSeF platform, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Polish e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:5 +msgid "Odoo electronic invoicing in Portugal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Portugal's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:11 +msgid "Legal framework for e-invoicing in Portugal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:13 +msgid "In Portugal, e-invoicing is regulated under the Portuguese VAT Code and in compliance with `EU Directive 2014/55/EU `_ for :abbr:`B2G (business-to-government)` transactions. E-invoicing has been mandatory for public sector suppliers since 2021. Businesses must use structured e-invoices in the :abbr:`CIUS-PT (Customizable Invoice User Specification for Portugal)` format, which aligns with European standards. While B2B e-invoicing is not yet mandatory, its adoption is encouraged to improve tax compliance and efficiency. Additionally, e-invoices must be validated and certified under Portugal's SAF-T (PT) system, which integrates with the tax authority for reporting." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:23 +msgid "Compliance with Portuguese e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:25 +msgid "Odoo Invoicing is fully equipped to meet Portugal's e-invoicing and tax reporting requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:28 +msgid "**Supported formats**: Odoo supports the :abbr:`CIUS-PT (Customizable Invoice User Specification for Portugal)` format, ensuring compatibility with Portugal's public procurement e-invoicing requirements. For cross-border transactions, Odoo also supports the Peppol BIS Billing 3.0 format, facilitating seamless compliance with EU standards. Integration with SAF-T (PT) and Tax Authority Systems enables businesses to generate, validate, and report certified e-invoices to the tax authority in compliance with local regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:34 +msgid "**Secure storage and retrieval**: In accordance with Portuguese regulations, which require invoices to be stored for at least ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring they are accessible for audits and inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures that invoices meet Portuguese VAT requirements for both :abbr:`B2G (business-to-government)` and B2B transactions, supporting efficient and accurate tax reporting." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:43 +msgid "This page provides an overview of Portuguese e-invoicing laws and how Odoo Invoicing supports compliance with the VAT Code, :abbr:`CIUS-PT (Customizable Invoice User Specification for Portugal)` format, SAF-T (PT) system, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Portuguese e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:5 +msgid "Odoo electronic invoicing in Romania" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Romania's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:11 +msgid "Legal framework for e-invoicing in Romania" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:13 +msgid "In Romania, e-invoicing is regulated under the `Fiscal Code `_ and aligned with `EU Directive 2014/55/EU `_, which mandates e-invoicing for :abbr:`B2G (business-to-government)` transactions. Romania has implemented the RO e-Factura system, the national platform for issuing and receiving electronic invoices in a standardized format. The use of RO e-Factura is mandatory for :abbr:`B2G (business-to-government)` transactions and for specific high-risk B2B sectors, with further expansion anticipated. Romania is also integrated with the Peppol network, facilitating cross-border e-invoicing and compliance within the European Union." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:23 +msgid "Compliance with Romanian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:25 +msgid "Odoo invoicing module is fully equipped to help businesses comply with Romania’s specific e-invoicing requirements. Here’s how Odoo supports compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:28 +msgid "**Supported formats**: Odoo supports XML in :abbr:`UBL (Universal Business Language)` and the structured formats required by RO e-Factura, ensuring compliance with Romania's e-invoicing standards for B2G and high-risk B2B transactions. Additionally, Odoo supports formats compatible with the Peppol network, enabling seamless cross-border invoicing. Odoo integrates with the RO e-Factura system, allowing businesses to generate, validate, and submit e-invoices directly to Romanian public authorities or private entities as required by law. Odoo helps businesses comply with eTransport requirements by generating and managing the data necessary for reporting the movement of high-fiscal risk goods. This includes shipment details such as the nature of the goods, vehicle information, and delivery destinations, ensuring timely submission to the :abbr:`ANAF (Romanian National Agency for Fiscal Administration)`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:38 +msgid "**Secure storage and retrieval**: In compliance with Romanian regulations, which require invoices to be stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring accessibility during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:41 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and formats invoices to comply with Romanian VAT requirements, ensuring accuracy and adherence to legal standards for both :abbr:`B2G (business-to-government)` and B2B transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:46 +msgid ":doc:`Romania fiscal localization documentation <../../../fiscal_localizations/romania>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:50 +msgid "This page provides an overview of Romanian e-invoicing laws and how Odoo Invoicing supports compliance with the Fiscal Code, RO e-Factura, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Romanian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:5 +msgid "Odoo electronic invoicing in Slovenia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Slovenia's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:11 +msgid "Legal framework for e-invoicing in Slovenia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:13 +msgid "In Slovenia, e-invoicing is regulated under the `Slovenian VAT Act `_ and complies with `EU Directive 2014/55/EU `_, mandating the use of e-invoices for :abbr:`B2G (business-to-government)` transactions. Suppliers to public sector entities must submit e-invoices in the e-SLOG XML format, which is the national standard for e-invoicing. These invoices are transmitted via the UJP (Uradni list Republike Slovenije - Agency for Public Payments) e-invoicing platform. While B2B e-invoicing remains optional, its adoption is encouraged to promote transparency and tax compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:22 +msgid "Compliance with Slovenian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:24 +msgid "Odoo Invoicing is fully equipped to support businesses in meeting Slovenia’s e-invoicing requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:27 +msgid "**Supported formats**: Odoo supports the e-SLOG XML format, enabling businesses to comply with public procurement requirements in Slovenia. For cross-border transactions, Odoo also supports the Peppol BIS Billing 3.0 format, ensuring compliance with EU standards. Odoo allows businesses to send e-invoices directly to public entities in compliance with national e-invoicing regulations through Slovenia’s UJP platform." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:32 +msgid "**Secure storage and retrieval**: In line with Slovenian regulations, which require invoices to be stored for a minimum of ten years, Odoo securely archives all invoices in a tamper-proof system, ensuring they are easily accessible for audits and inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:35 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices meet Slovenian VAT requirements for both B2G and B2B transactions, simplifying tax reporting and ensuring accuracy." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:41 +msgid "This page provides an overview of Slovenian e-invoicing laws and how Odoo Invoicing supports compliance with the VAT Act, e-SLOG XML format, UJP platform, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Slovenian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:5 +msgid "Odoo electronic invoicing in Spain" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to Spain's regulatory standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:11 +msgid "Legal framework for e-invoicing in Spain" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:13 +msgid "In Spain, e-invoicing is governed by the `Ley de Facturación Electrónica `_ and aligned with `EU Directive 2014/55/EU `_, mandating e-invoicing for :abbr:`B2G (business-to-government)` transactions. All invoices to public sector entities must be submitted through the FACe platform, Spain’s official electronic invoicing hub, using the required Facturae format. Additionally, the :abbr:`SII (Immediate Supply of Information)` system mandates near real-time reporting of VAT-related invoice data for certain companies, reinforcing transparency and compliance. While e-invoicing is not yet mandatory for B2B transactions, its adoption is expected to expand in the near future." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:23 +msgid "Compliance with Spanish e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:25 +msgid "Odoo Invoicing is fully equipped to help businesses meet Spain's e-invoicing and VAT reporting requirements. Here is how Odoo ensures compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:28 +msgid "**Supported formats**: Odoo supports the Facturae (XML) format required by the FACe platform for public sector e-invoicing in Spain. It is also compatible with XML in :abbr:`UBL (Universal Business Language)` formats used within the Peppol network for cross-border transactions. Odoo integrates with FACe, allowing businesses to submit e-invoices directly to Spanish public authorities. Odoo also facilitates compliance with the SII system, enabling automated and near real-time reporting of VAT-related data to the Spanish Tax Agency." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:34 +msgid "**Secure storage and retrieval**: In compliance with Spanish regulations requiring invoices to be stored for a minimum of four years, Odoo securely archives all invoices in a tamper-proof system, ensuring easy access during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:37 +msgid "**Automatic VAT calculation and reporting**: Odoo Invoicing automates VAT calculations and ensures invoices are formatted to meet Spanish requirements for both :abbr:`B2G (business-to-government)` and B2B transactions, helping businesses comply with national and EU standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:42 +msgid ":doc:`Spain fiscal localization documentation <../../../fiscal_localizations/spain>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:46 +msgid "This page provides an overview of Spanish e-invoicing laws and how Odoo Invoicing supports compliance with the Ley de Facturación Electrónica, FACe platform, SII system, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Spanish e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -3500,12 +4392,6 @@ msgid "Depending on your business, you may opt for one of the following way to c msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3570,6 +4456,7 @@ msgid "An eCommerce order will also trigger the creation of the order when it is msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:72 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 msgid "Contracts" msgstr "" @@ -3925,7 +4812,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:93 #: ../../content/applications/finance/accounting/payments/checks.rst:104 #: ../../content/applications/finance/accounting/payments/checks.rst:123 -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "Debit" msgstr "" @@ -3937,7 +4824,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:93 #: ../../content/applications/finance/accounting/payments/checks.rst:104 #: ../../content/applications/finance/accounting/payments/checks.rst:123 -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "Credit" msgstr "" @@ -4203,7 +5090,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:52 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:65 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 msgid "Taxes" @@ -4218,7 +5105,6 @@ msgid ":doc:`Click here ` for more information about taxes." msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:95 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 msgid "Chart of Accounts" msgstr "" @@ -4492,8 +5378,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 -#: ../../content/applications/finance/fiscal_localizations/france.rst:240 -#: ../../content/applications/finance/fiscal_localizations/france.rst:240 +#: ../../content/applications/finance/fiscal_localizations/france.rst:260 +#: ../../content/applications/finance/fiscal_localizations/france.rst:260 #: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "0" msgstr "" @@ -4541,8 +5427,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:117 msgid "12" msgstr "" @@ -4732,7 +5618,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 -#: ../../content/applications/finance/fiscal_localizations/france.rst:242 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 #: ../../content/applications/finance/fiscal_localizations/india.rst:196 #: ../../content/applications/finance/fiscal_localizations/india.rst:200 #: ../../content/applications/finance/fiscal_localizations/india.rst:210 @@ -5078,7 +5964,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:65 #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:42 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:53 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 msgid "Chart of accounts" @@ -5394,6 +6280,13 @@ msgstr "" msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:123 +#: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 +msgid ":doc:`../../fiscal_localizations`" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "`Odoo Tutorials: Chart of accounts `_" msgstr "" @@ -5808,7 +6701,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:254 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:275 -#: ../../content/applications/finance/fiscal_localizations/france.rst:194 +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 #: ../../content/applications/finance/fiscal_localizations/india.rst:111 #: ../../content/applications/finance/fiscal_localizations/peru.rst:342 msgid "Journals" @@ -5904,7 +6797,7 @@ msgid "To create a **tax unit**, go to :menuselection:`Accounting --> Configurat msgstr "" #: ../../content/applications/finance/accounting/get_started/tax_units.rst:30 -#: ../../content/applications/finance/accounting/taxes/avatax.rst:340 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:338 msgid "Fiscal position" msgstr "" @@ -6747,6 +7640,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1012 msgid "$1,000" msgstr "" @@ -7375,59 +8269,59 @@ msgstr "" msgid "Analytic accounting helps you track costs and revenues, as well as analyze the profitability of a project or service. When creating your journal entries, the analytic widget allows the distribution of costs in one or more analytic accounts." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:12 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:14 msgid "Enable the :guilabel:`Analytic Accounting` feature by going to :menuselection:`Accounting --> Configuration --> Settings --> Analytics`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:16 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:20 msgid "Analytic accounts" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:18 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:22 msgid "The analytic accounts give an overview of your costs and revenue." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:20 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:24 msgid "Access your existing analytic accounts by going to :menuselection:`Accounting --> Configuration --> Analytic Accounting: Analytic Accounts`. To create a new analytic account, click :guilabel:`New`, and fill in the required information:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:24 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:28 msgid ":guilabel:`Analytic Account`: add the name of your analytic account;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:25 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:29 msgid ":guilabel:`Customer`: select the customer related to your project;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:26 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:30 msgid ":guilabel:`Reference`: add a reference to make it easier to find the account when you are on your bill;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:28 -msgid ":guilabel:`Plan`: add an :ref:`analytic plan `;" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:29 -msgid ":guilabel:`Company`: if you are managing multiple companies, select the company for which the analytic account will be used;" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:31 -msgid ":guilabel:`Currency`: select the currency of the analytic account;" +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:32 +msgid ":guilabel:`Plan`: add an :ref:`analytic plan `;" msgstr "" #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:33 +msgid ":guilabel:`Company`: if you are managing multiple companies, select the company for which the analytic account will be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:35 +msgid ":guilabel:`Currency`: select the currency of the analytic account;" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:37 msgid "Then, fill in your :doc:`budget ` information." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:38 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:42 msgid "Analytic plans" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:40 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:44 msgid "The analytic plans allow you to analyze your accounting. For example, to track costs and revenues by project or department." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:43 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:47 msgid "You can access the analytic plans by going to :menuselection:`Accounting --> Configuration --> Analytic Accounting: Analytic Plans`. Click :guilabel:`New` to create a new plan." msgstr "" @@ -7435,87 +8329,87 @@ msgstr "" msgid "create an analytic plan" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:50 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:54 msgid "The following information must be completed:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:52 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:56 msgid ":guilabel:`Parent`: link your plan to another :guilabel:`Analytic Plan` to build a hierarchy between your plans;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:54 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:58 msgid ":guilabel:`Default Applicability`: decide how your plan behaves in the widget when creating a new journal entry:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:57 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:61 msgid ":guilabel:`Optional`: if selected, it is not mandatory to add the analytic plan in the widget;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:58 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:62 msgid ":guilabel:`Mandatory`: if selected, an orange bullet is visible in the widget next to the plan until the analytic distribution is done (the bullet then turns to green); it is not possible to confirm the entry if no analytic account is selected;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:61 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:65 msgid ":guilabel:`Unavailable`: if selected, the plan is not available in the widget." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:63 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:67 msgid ":guilabel:`Color`: select the color of the tag related to this specific plan;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:64 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:68 msgid ":guilabel:`Company`: add the company to which the plan applies;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:66 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:70 msgid "You can also fine-tune your plans' applicability by filling in the :guilabel:`Applicability` tab:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:68 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:72 msgid ":guilabel:`Domain`: choose to which accounting document your plan applies;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:69 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:73 msgid ":guilabel:`Financial Accounts Prefix`: select the prefix of the account(s) to which this plan should be applied;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:71 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:75 msgid ":guilabel:`Product Category`: decide to which product category the plan applies;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:73 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:77 msgid ":guilabel:`Applicability`: decide how your plan behaves in the widget when creating a new journal" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:73 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:77 msgid "entry. The applicability you set here always overrides the default applicability." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:75 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:79 msgid "Two smart buttons are available in the top-right corner:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:77 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:81 msgid ":guilabel:`Subplans`: can be created to have a more complex analytic structure. Click the :guilabel:`Subplans` smart button, and then :guilabel:`New` to add a subplan;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:79 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:83 msgid ":guilabel:`Analytic Accounts`: to reach the analytic accounts related to the plan." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:82 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:86 msgid "The analytic widget is prefilled based on the applicability, and the :ref:`Analytic Distribution Models `;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:84 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:88 msgid "Each analytic plan must have at least one analytic account." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:87 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:93 msgid "Analytic distribution" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:89 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:95 msgid "Add a plan in the :guilabel:`Analytic` column when creating an invoice or bill. This field is mandatory only if you previously linked your analytic plan to at least one analytic account. After adding the plan, a **widget** opens where you can fill in the different information. You can add **tags** to reflect the related analytic accounts and decide how to split the costs between the accounts by modifying the percentage." msgstr "" @@ -7523,166 +8417,244 @@ msgstr "" msgid "create a distribution template" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:102 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:110 msgid "Analytic distribution models" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:104 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:112 msgid "The analytic distribution models automatically apply a specific distribution based on defined criteria." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:107 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:115 msgid "To create a new analytic distribution model, go to :menuselection:`Accounting --> Configuration --> Analytic Distribution Models`, click :guilabel:`New` and set the conditions your model has to meet to automatically apply:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:111 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:119 msgid ":guilabel:`Accounts Prefix`: this analytic distribution will apply to all financial accounts sharing the prefix specified;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:113 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:121 msgid ":guilabel:`Partner`: select a partner for which the analytic distribution will be used;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:114 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:122 msgid ":guilabel:`Partner Category`: this field is not visible by default: add it by clicking on the columns selection button, and tick the :guilabel:`Partner Category` box. Add the partner category for which the analytic distribution will be used;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:117 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:125 msgid ":guilabel:`Product`: select a product for which the analytic distribution will be used;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:118 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:126 msgid ":guilabel:`Product Category`: this field is not visible by default: add it by clicking on the columns selection button, and tick the :guilabel:`Product Category` box. Select a product category for which the analytic distribution will be used;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:121 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:129 msgid ":guilabel:`Analytic`: add the analytic accounts and their distribution;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:122 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:130 msgid ":guilabel:`Company`: select a company for which the analytic distribution will be used;" msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:123 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:131 msgid ":guilabel:`Analytic Distribution`: if the above conditions are met, the :guilabel:`Analytic plan` defined in this field as well as the distribution to be applied between the different analytic accounts is selected automatically on the entry." msgstr "" -#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:128 +#: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:136 msgid "To **mass edit** several entries simultaneously, go to :menuselection:`Accounting --> Accounting --> Journal items`, and select the ones that need to be updated. Add the required distribution in the :guilabel:`Analytic Distribution` column, and click on the :guilabel:`floppy disk` icon to save. The analytic distribution template pops up, and you can save it for later use." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:3 -msgid "Analytic budgets" +msgid "Budgets" msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:5 -msgid "Managing budgets is an essential part of running a business. Budgets help people become more intentional with how money is spent and direct people to organize and prioritize their work to meet financial goals. They allow the planning of a desired financial outcome and then measure the actual performance against the plan. Odoo manages budgets using both **general** and **analytic accounts**." +msgid ":ref:`Analytic budgets ` track specific activities and projects using analytic accounts, helping businesses make informed decisions about specific departments, projects, or other groups of transactions. In contrast, :ref:`financial budgets ` are tied to the general ledger accounts that appear on the profit and loss and focus on the company's overall economic position." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:13 -msgid "Go to :menuselection:`Accounting --> Configuration --> Settings --> Analytics section`, and enable :guilabel:`Budget Management`." +#: ../../content/applications/finance/accounting/reporting/budget.rst:14 +msgid "Analytic budgets" msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:17 -msgid "Budgetary positions" +#: ../../content/applications/finance/accounting/reporting/budget.rst:16 +msgid "Analytic budgets allow for allocating and tracking income and expenses in detail, breaking down costs and revenues by specific projects, departments, or groups of transactions. Analytic budgets can be applied across various departments or projects to measure profitability and performance. Odoo manages analytic budgets using :doc:`analytic accounting `." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:19 -msgid "Budgetary positions are lists of accounts for which you want to keep budgets (typically expense or income accounts)." +#: ../../content/applications/finance/accounting/reporting/budget.rst:21 +msgid "To activate the option for creating analytic budgets, go to :menuselection:`Accounting --> Configuration --> Settings`, and enable :guilabel:`Budget Management` in the :guilabel:`Analytics` section." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:22 -msgid "To define budgetary positions, go to :menuselection:`Accounting --> Configuration --> Management: Budgetary Positions` and :guilabel:`New`. Add a :guilabel:`Name` to your budgetary position and select the :guilabel:`Company` it applies to. Click :guilabel:`Add a line` to add one or more accounts." +#: ../../content/applications/finance/accounting/reporting/budget.rst:26 +msgid "Odoo structures budgets using :ref:`plans ` and :ref:`accounts `, which must be configured *before* creating a budget." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:28 -msgid "Each budgetary position can have any number of accounts from the chart of accounts, though it must have at least one." +#: ../../content/applications/finance/accounting/reporting/budget.rst:33 +msgid "Set an analytic budget" msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:32 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:120 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:159 -msgid "Use case" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:34 -msgid "Let’s illustrate this with an example." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:36 -msgid "We just started a project with *Smith & Co*, and we would like to budget the income and expenses of that project. We plan on having a revenue of 1000, and we don’t want to spend more than 700." +#: ../../content/applications/finance/accounting/reporting/budget.rst:35 +msgid "To create a new budget, go to :menuselection:`Accounting --> Accounting --> Analytic Budgets` and click :guilabel:`New`. Make sure the following fields are appropriately completed: :guilabel:`Budget Name`, :guilabel:`Period`, and :guilabel:`Budget Type`." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:39 -msgid "First, we need to define what accounts relate to our project’s expenses. Go to :menuselection:`Accounting --> Configuration --> Management: Budgetary positions`, and click :guilabel:`New` to add a position. Add the accounts wherein expenses will be booked." +msgid "Click :guilabel:`Add a line` in the :guilabel:`Budget Lines` tab to structure the budget with the :ref:`analytic plans ` and :ref:`accounts ` previously created. While the :ref:`analytic plans ` correspond to the column names, select the :ref:`analytic accounts ` to define the budget lines and set the amounts for each in the :guilabel:`Budgeted` column. Once all the budget lines are settled, click :guilabel:`Open`. If changes need to be made once the budget's status is :guilabel:`Open`, there are two options:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:-1 -msgid "display the Smith and Co expenses" +#: ../../content/applications/finance/accounting/reporting/budget.rst:48 +msgid ":guilabel:`Reset to Draft`: To overwrite the data, then reopen the budget." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:47 -msgid "Let's repeat the steps to create a budgetary position that reflects the revenue." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:-1 -msgid "display the Smith and Co revenue" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:54 -msgid "Analytical accounts" +#: ../../content/applications/finance/accounting/reporting/budget.rst:49 +msgid ":guilabel:`Revise`: A new budget will be created. Once it is :guilabel:`Open`, a :guilabel:`Rev` reference is added to the :guilabel:`Budget Name`. The original budget is then :guilabel:`Revised`." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:56 -msgid "Odoo needs to know which costs or expenses are relevant to a specified budget, as the above general accounts may be used for different projects. Go to :menuselection:`Accounting --> Configuration --> Analytic Accounting: Analytic Accounts` and click :guilabel:`New` to add a new **Analytic Account** called *Smith & Co*." +msgid "Check an analytic budget" msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:61 -msgid "The :guilabel:`Plan` field has to be completed. Plans group multiple analytic accounts; they distribute costs and benefits to analyze business performance. **Analytic Plans** can be created or configured by going to :menuselection:`Accounting --> Configuration --> Analytic Accounting: Analytic Plans`." +#: ../../content/applications/finance/accounting/reporting/budget.rst:58 +msgid "Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and :guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related :ref:`analytic distribution ` of journal items. When the :ref:`analytic distribution ` of a journal item within the budget's period is updated, the budget's columns for the analytic account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount reflects the current result according to the items of confirmed journal entries for the associated :ref:`analytic account `. In contrast, the :guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any confirmed sales or purchase orders that have not yet been invoiced or billed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:66 -msgid "When creating a new customer invoice and/or vendor bill, you have to refer to this analytic account." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:-1 -msgid "add analytic accounts in a new invoice or bill." +#: ../../content/applications/finance/accounting/reporting/budget.rst:70 +msgid "When a line in a request for quotation or purchase order includes an analytic distribution, a :guilabel:`Budget` smart button appears, providing a link to the :ref:`budget report ` for more details." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:73 -msgid "Define the budget" +msgid "For :guilabel:`Open` budgets, if a request for quotation or a purchase order is created using the associated analytic distribution and exceeds the allocated budget amount, the corresponding purchase order line is highlighted in red." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:75 -msgid "Let’s set our targets. We specified that we expect to gain 1000 with this project, and we would like not to spend more than 700. Go to :menuselection:`Accounting --> Management: Budgets` and click :guilabel:`New` to create a new budget for *Smith & Co* project." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:79 -msgid "First, fill in your :guilabel:`Budget Name`. Then, select the :guilabel:`Period` wherein the budget is applicable. Next, add the :guilabel:`Budgetary Position` you want to track, define the related :guilabel:`Analytic Account`, and add the :guilabel:`Planned Amount`." +#: ../../content/applications/finance/accounting/reporting/budget.rst:77 +msgid "To reveal the :guilabel:`Theoretical` amount or percentage, use the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) icon in the :guilabel:`Budget Lines`' header. The :guilabel:`Theoretical` amount represents the amount of money that could theoretically have been spent or should have been received based on the current date relative to the start/end dates. Click :guilabel:`Details` to open a filtered view of the :ref:`budget report ` related to that specific budget line." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:-1 -msgid "budget lines display" +msgid "open budget with committed, achieved, and theoretical amounts" msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:88 -msgid "When recording a planned amount related to expenses, the amount must be negative." +msgid "Deleting a budget is only allowed in the :guilabel:`Draft` and :guilabel:`Cancelled` stages." msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:91 -msgid "Check your budget" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/budget.rst:93 -msgid "Go to :menuselection:`Accounting --> Management: Budgets` and find the *Smith & Co* Project to see how it evolves according to the expenses or income for the related analytic account." +#: ../../content/applications/finance/accounting/reporting/budget.rst:90 +msgid "To view the budget lines of one or multiple budgets directly from the :guilabel:`Budgets` list view, select the budget(s) and click :guilabel:`Budget Lines`." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:96 -msgid "The :guilabel:`Practical Amount` evolves when a new journal entry related to your analytic account and an account from your budgetary position is created." +msgid "Generate periodic budgets" msgstr "" -#: ../../content/applications/finance/accounting/reporting/budget.rst:99 -msgid "The :guilabel:`Theoretical Amount` represents the amount of money you theoretically could have spent or should have received based on the date. For example, suppose your budget is 1200 for 12 months (January to December), and today is 31 of January. In that case, the theoretical amount will be 100 since this is the actual amount that could have been made." +#: ../../content/applications/finance/accounting/reporting/budget.rst:98 +msgid "To create periodic budgets (monthly, quarterly, and yearly) for the selected :guilabel:`Analytic Plans`, click :guilabel:`Generate`. A new budget is created for each :guilabel:`Period` between the start and end dates:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:102 +msgid "If a single analytic plan is selected, each budget includes a line for each account in that analytic plan." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:104 +msgid "If multiple analytic plans are selected, each budget includes a line for each account/analytic plan combination." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:107 +msgid "To generate periodic budgets, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:109 +msgid "In the :guilabel:`Budgets` list view, click :guilabel:`Generate`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:110 +msgid "In the :guilabel:`Generate Budget` window, set the dates and select the :guilabel:`Period` and the :guilabel:`Analytic Plans`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:0 +msgid "all the options to generate periodical budgets" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:116 +msgid "Click :guilabel:`Split` to create the periodic budgets." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:117 +msgid "Click :guilabel:`Budgets` in the top-left corner to return to the :guilabel:`Budgets` list view." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:118 +msgid "One by one, click on the different periodic budgets with the :guilabel:`Draft` status to open them and set the amounts in the :guilabel:`Budgeted` column for each analytic account linked to the chosen analytic plans." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:121 +msgid "Click :guilabel:`Open` for each periodic budget." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:128 +msgid "To perform various reporting actions, go to :menuselection:`Accounting --> Reporting --> Budget Report`, then:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:131 +msgid "Track, analyze, and compare budget data." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:132 +msgid "Filter and group data using the :icon:`fa-plus-square` (:guilabel:`plus-square`) or :icon:`fa-minus-square` :guilabel:`(minus-square)` icon." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:134 +msgid "Drill down into the report to see more details on the actual amounts and transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:135 +msgid "Export the data for further analysis or reporting needs." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:140 +msgid "Financial budgets" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:142 +msgid "Financial budgets are structured around specific income and expense accounts and transactions for official financial reporting and compliance purposes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:146 +msgid "Financial budgets are available on the :ref:`Profit and Loss ` report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:152 +msgid "Set a financial budget" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:154 +msgid "To create a new financial budget, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:156 +msgid "Go to :menuselection:`Accounting --> Reporting --> Profit and Loss` to open the :ref:`Profit and Loss ` report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:158 +msgid "Click the :icon:`fa-calendar` :guilabel:`(calendar)` button to use the date selector and choose a period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:160 +msgid "Click the :icon:`fa-bar-chart` :guilabel:`Budget` button and name the budget. A new column labeled with the budget name will appear next to the :guilabel:`Balance` column." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:162 +msgid "Assign amounts to each account requiring analysis." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:163 +msgid "A new :guilabel:`%` column will appear to the right of the new budget column, indicating the current status." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:166 +msgid "Different financial budgets can be created using these steps for comparison purposes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/budget.rst:169 +msgid "The date selector enables the division of periods and navigation between periods, automatically updating the amounts accordingly." msgstr "" #: ../../content/applications/finance/accounting/reporting/customize.rst:3 @@ -7730,6 +8702,7 @@ msgid "Create Menu Item button." msgstr "" #: ../../content/applications/finance/accounting/reporting/customize.rst:49 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 msgid "Variants" msgstr "" @@ -8619,7 +9592,7 @@ msgid "You can find additional information about VAT and its mechanism on this p msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/taxes/avatax.rst:234 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:232 #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 msgid "Prerequisites" msgstr "" @@ -8724,7 +9697,7 @@ msgid ":doc:`../taxes`" msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:122 -#: ../../content/applications/finance/accounting/taxes/avatax.rst:150 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:148 msgid ":doc:`../get_started`" msgstr "" @@ -8937,6 +9910,7 @@ msgid "Basic options" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 msgid "Tax name" msgstr "" @@ -9016,7 +9990,7 @@ msgid "1,000" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:97 -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:90 msgid "10" msgstr "" @@ -9073,6 +10047,7 @@ msgid ":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicab msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:144 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:161 msgid "Active" msgstr "" @@ -9157,6 +10132,8 @@ msgid "Advanced options tab" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:74 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 msgid "Label on invoices" msgstr "" @@ -9385,7 +10362,6 @@ msgid "In terms of finance, you have no more revenues selling your product at 10 msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -9535,163 +10511,160 @@ msgid "Some limitations exist in Odoo while using AvaTax for tax calculation:" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:27 -msgid "AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax calculation model is excessive for transactions within a single delivery address, such as stores or restaurants." +msgid "AvaTax uses the company address by default. To use the warehouse address, enable :doc:`Allow Ship Later <../../../sales/point_of_sale/shop/ship_later>` in the **POS** app settings." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:30 -msgid "AvaTax and Odoo use the company address, **not** the warehouse address." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/avatax.rst:31 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:29 msgid "Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other specific industries." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:33 msgid "Avalara's support documents: `About AvaTax `_" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:39 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:37 msgid "Set up on AvaTax" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:41 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:39 msgid "To use *AvaTax*, an account with Avalara is required for the setup. If one has not been set up yet, connect with Avalara to purchase a license: `Avalara: Let's Talk `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:46 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:44 msgid "Upon account setup, take note of the *AvaTax* :guilabel:`Account ID`. This will be needed in the :ref:`Odoo setup `. In Odoo, this number is the :guilabel:`API ID`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:49 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:47 msgid "Then, `create a basic company profile `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:53 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:51 msgid "Create basic company profile" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:55 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:53 msgid "Collect essential business details for the next step: locations where tax is collected, products/services sold (and their sales locations), and customer tax exemptions, if applicable. Follow the Avalara documentation for creating a basic company profile:" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:59 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:57 msgid "`Add company information `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:61 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:59 msgid "`Tell us where the company collects and pays tax `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:63 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:61 msgid "`Verify jurisdictions and activate the company `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:65 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:63 msgid "`Add other company locations for location-based filing `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:67 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:65 msgid "`Add a marketplace to the company profile `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:73 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:71 msgid "Connect to AvaTax" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:75 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:73 msgid "After creating the basic company profile in Avalara, connect to *AvaTax*. This step links Odoo and *AvaTax* bidirectionally." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:78 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:76 msgid "Navigate to either Avalara's `sandbox `_ or `production `_ environment. This will depend on which type of Avalara account the company would like to integrate." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:83 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:81 msgid "`Sandbox vs production environments in Avalara `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:86 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:84 msgid "Log in to create the :guilabel:`License Key`. Go to :menuselection:`Settings --> License and API Keys`. Click :guilabel:`Generate License Key`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:90 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:88 msgid "A warning appears stating: `If your business app is connected to Avalara solutions, the connection will be broken until you update the app with the new license key. This action cannot be undone.`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:94 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:92 msgid "Generating a new license key breaks the connection with existing business apps using the *AvaTax* integration. Make sure to update these apps with the new license key." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:97 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:95 msgid "If this will be the first :abbr:`API (application programming interface)` integration being made with *AvaTax* and Odoo, then click :guilabel:`Generate license key`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:100 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:98 msgid "If this is an additional license key, ensure the previous connection can be broken. There is **only** one license key associated with each of the Avalara sandbox and production accounts." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:104 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:102 msgid "Copy this key to a safe place. It is strongly encouraged to back up the license key for future reference. This key **cannot** be retrieved after leaving this screen." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:108 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:106 msgid "Odoo configuration" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:110 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:108 msgid "Before using *AvaTax*, there are some additional configurations in Odoo to ensure tax calculations are made accurately." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:113 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:111 msgid "Verify that the Odoo database contains necessary data. The country initially set up in the database determines the fiscal position, and aids *AvaTax* in calculating accurate tax rates." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:119 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:117 msgid "Fiscal country" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:121 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:119 msgid "To set the :guilabel:`Fiscal Country`, navigate to :menuselection:`Accounting app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:127 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:125 msgid "Under the :guilabel:`Taxes` section, set the :guilabel:`Fiscal Country` feature to :guilabel:`United States`, :guilabel:`Canada`, or :guilabel:`Brazil`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:131 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:129 msgid "Company settings" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:133 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:131 msgid "All companies operating under the Odoo database should have a full and complete address listed in the settings. Navigate to the :menuselection:`Settings app`, and under the :guilabel:`Companies` section, ensure there is only one company operating the Odoo database. Click :guilabel:`Update Info` to open a separate page to update company details." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:138 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:136 msgid "If there are multiple companies operating in the database, click :guilabel:`Manage Companies` to load a list of companies to select from. Update company information by clicking into the specific company." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:142 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:140 msgid "Database administrators should ensure that the :guilabel:`Street...`, :guilabel:`Street2...`, :guilabel:`City`, :guilabel:`State`, :guilabel:`ZIP`, and :guilabel:`Country` are all updated for the companies." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:146 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:144 msgid "This ensures accurate tax calculations and smooth end-of-year accounting operations." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:149 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:147 msgid ":doc:`../../../general/companies`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:153 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:151 msgid "Module installation" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:155 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:153 msgid "Next, ensure that the Odoo *AvaTax* module is installed. To do so, navigate to the :menuselection:`Apps application`. In the :guilabel:`Search...` bar, type in `avatax`, and press :kbd:`Enter`. The following results populate:" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:163 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:161 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:29 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:12 #: ../../content/applications/finance/fiscal_localizations/austria.rst:14 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 #: ../../content/applications/finance/fiscal_localizations/canada.rst:36 @@ -9699,11 +10672,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 -#: ../../content/applications/finance/fiscal_localizations/france.rst:182 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/peru.rst:20 @@ -9717,8 +10691,9 @@ msgstr "" msgid "Name" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:164 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:162 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:13 #: ../../content/applications/finance/fiscal_localizations/austria.rst:15 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 #: ../../content/applications/finance/fiscal_localizations/canada.rst:37 @@ -9730,6 +10705,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 @@ -9743,10 +10719,12 @@ msgstr "" msgid "Technical name" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:165 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:163 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:97 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 @@ -9754,11 +10732,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/france.rst:65 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 @@ -9772,156 +10751,156 @@ msgstr "" msgid "Description" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:166 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:164 msgid ":guilabel:`Avatax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:167 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:165 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:91 msgid "`account_avatax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:168 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:166 msgid "Default *AvaTax* module. This module adds the base *AvaTax* features for tax calculation." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:169 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:167 msgid ":guilabel:`Avatax for geo localization`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:170 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:168 msgid "`account_avatax_geolocalize`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:171 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:169 msgid "This module includes the features required for integration of *AvaTax* into geo-localization in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:173 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:171 msgid ":guilabel:`Avatax for SO`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:174 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:172 msgid "`account_avatax_sale`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:175 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:173 msgid "Includes the information needed for tax calculation on sales orders in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:176 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:174 msgid ":guilabel:`Avatax for Inventory`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:177 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:175 msgid "`account_avatax_stock`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:178 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:176 msgid "Includes tax calculation in Odoo Inventory." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:179 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:177 msgid ":guilabel:`Amazon/Avatax Bridge`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:180 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:178 msgid "`sale_amazon_avatax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:181 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:179 msgid "Includes tax calculation features between the *Amazon Connector* and Odoo." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:182 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:180 msgid ":guilabel:`Avatax Brazil`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:183 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:181 msgid "`l10n_br_avatax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:184 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:182 msgid "Includes information for tax calculation in the Brazil localization." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:185 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:183 msgid ":guilabel:`Avatax Brazil for Services`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:186 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:184 msgid "`l10n_br_avatax_services`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:187 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:185 msgid "This module includes the required features for tax calculation for services in the Brazil localization." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:189 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:187 msgid ":guilabel:`Avatax Brazil Sale for Services`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:190 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:188 msgid "`l10n_br_edi_sale_services`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:191 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:189 msgid "This module includes the required features for tax calculation for the sale of services in the Brazil localization. This includes electronic data interchange (EDI)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:193 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:191 msgid ":guilabel:`Test SOs for the Brazilian AvaTax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:194 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:192 msgid "`l10n_br_test_avatax_sale`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:195 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:193 msgid "This module includes the required features for test sales orders in the Brazil localization." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:197 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:195 msgid "Click the :guilabel:`Install` button on the module labeled, :guilabel:`Avatax`: `account_avatax`. Doing so installs the following modules:" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:200 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:198 msgid ":guilabel:`Avatax`: `account_avatax`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:201 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:199 msgid ":guilabel:`Avatax for SO`: `account_avatax_sale`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:202 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:200 msgid ":guilabel:`Avatax for Inventory`: `account_avatax_stock`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:204 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:202 msgid "Should *AvaTax* be needed for geo-localization, or with the *Amazon Connector*, then install those modules individually by clicking on :guilabel:`Install` on :guilabel:`Avatax for geo localization` and :guilabel:`Amazon/Avatax Bridge`, respectively." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:209 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:207 msgid "For localization specific *AvaTax* instructions, view the following :doc:`fiscal localization <../../fiscal_localizations>` documentation:" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:212 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:210 msgid ":doc:`../../fiscal_localizations/brazil`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:213 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:211 msgid ":doc:`../../fiscal_localizations/united_states`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:218 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:216 msgid "Odoo AvaTax settings" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:220 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:218 msgid "To integrate the *AvaTax* :abbr:`API (application programming interface)` with Odoo, go to :menuselection:`Accounting app --> Configuration --> Settings` section. The :guilabel:`AvaTax` fields in the :guilabel:`Taxes` section is where the *AvaTax* configurations are made, and the credentials are entered in." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:225 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:223 msgid "First, tick the checkbox to the left of the :guilabel:`AvaTax` settings, to activate *AvaTax* on the database. This is a quick, convenient way to activate and deactivate *AvaTax* tax calculation on the Odoo database." msgstr "" @@ -9929,35 +10908,35 @@ msgstr "" msgid "Configure AvaTax settings" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:236 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:234 msgid "First, select the :guilabel:`Environment` in which the company wishes to use *AvaTax* in. It can either be :guilabel:`Sandbox` or :guilabel:`Production`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:240 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:238 msgid "For help determining which *AvaTax* environment to use (either :guilabel:`Production` or :guilabel:`Sandbox`), visit: `Sandbox vs Production environments `_." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:245 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:243 msgid "Credentials" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:247 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:245 msgid "Now, the credentials can be entered in. The *AvaTax* :guilabel:`Account ID` should be entered in the :guilabel:`API ID` field, and the :guilabel:`License Key` should be entered in the :guilabel:`API Key` field." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:252 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:250 msgid "The :guilabel:`Account ID` can be found by logging into the *AvaTax* portal (`sandbox `_ or `production `_). In the upper-right corner, click on the initials of the user and :guilabel:`Account`. The :guilabel:`Account ID` is listed first." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:257 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:255 msgid "To access the :guilabel:`License Key` see this documentation: :ref:`avatax/create_avalara_credentials`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:260 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:258 msgid "For the :guilabel:`Company Code` field, enter the Avalara company code for the company being configured. Avalara interprets this as `DEFAULT`, if it is not set. The :guilabel:`Company Code` can be accessed in the Avalara management portal." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:264 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:262 msgid "First, log into the *AvaTax* portal (`sandbox `_ or `production `_). Then, navigate to :menuselection:`Settings --> Manage Companies`. The :guilabel:`Company Code` value is located in the row of the :guilabel:`Company` in the :guilabel:`Company Code` column." msgstr "" @@ -9965,51 +10944,51 @@ msgstr "" msgid "AvaTax company code highlighted on the company details page." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:274 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:272 msgid "Transaction options" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:276 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:274 msgid "There are two transactional settings in the Odoo *AvaTax* settings that can be configured: :guilabel:`Use UPC` and :guilabel:`Commit Transactions`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:279 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:277 msgid "If the checkbox next to :guilabel:`Use UPC` is ticked, the transactions will use Universal Product Codes (UPC), instead of custom defined codes in Avalara. Consult a certified public accountant (CPA) for specific guidance." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:283 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:281 msgid "Should the :guilabel:`Commit Transactions` checkbox be ticked, then, the transactions in the Odoo database will be committed for reporting in *AvaTax*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:287 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:285 msgid "Address validation" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:289 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:287 msgid "The *Address Validation* feature ensures that the most up-to-date address by postal standards is set on a contact in Odoo. This is important to provide accurate tax calculations for customers." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:293 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:291 msgid "The :guilabel:`Address Validation` feature only works with partners/customers in North America." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:295 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:293 msgid "Additionally, tick the checkbox next to the :guilabel:`Address validation` field." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:298 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:296 msgid "For accurate tax calculations, it is best practice to enter a complete address for the contacts saved in the database. However, *AvaTax* can still function by implementing a best effort attempt using only the :guilabel:`Country`, :guilabel:`State`, and :guilabel:`Zip code`. These are the three minimum required fields." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:303 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:301 msgid ":guilabel:`Save` the settings to implement the configuration." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:306 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:304 msgid "Manually :guilabel:`Validate` the address by navigating to the :menuselection:`Contacts app`, and selecting a contact. Now that the *AvaTax* module has been configured on the database, a :guilabel:`Validate` button appears directly below the :guilabel:`Address`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:310 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:308 msgid "Click :guilabel:`Validate`, and a pop-up window appears with a :guilabel:`Validated Address` and :guilabel:`Original Address` listed. If the :guilabel:`Validated Address` is the correct mailing address for tax purposes, click :guilabel:`Save Validated`." msgstr "" @@ -10018,89 +10997,90 @@ msgid "Validate address pop-up window in Odoo with \"Save Validated\" button and "Address\" highlighted." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:320 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:318 msgid "All previously-entered addresses for contacts in the Odoo database will need to be validated using the manually validate process outlined above. Addresses are not automatically validated if they were entered previously. This only occurs upon tax calculation." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:325 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:323 msgid "Test connection" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:327 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:325 msgid "After entering all the above information into the *AvaTax* setup on Odoo, click :guilabel:`Test connection`. This ensures the :guilabel:`API ID` and :guilabel:`API KEY` are correct, and a connection is made between Odoo and the *AvaTax* application programming interface (API)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:332 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:330 msgid "Sync parameters" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:334 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:332 msgid "Upon finishing the configuration and settings of the *AvaTax* section, click the :guilabel:`Sync Parameters` button. This action synchronizes the exemption codes from *AvaTax*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:342 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:340 msgid "Next, navigate to :menuselection:`Accounting app --> Configuration --> Accounting: Fiscal Positions`. A :guilabel:`Fiscal Position` is listed named, :guilabel:`Automatic Tax Mapping (AvaTax)`. Click it to open *AvaTax's* fiscal position configuration page." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:346 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:344 msgid "Here, ensure that the :guilabel:`Use AvaTax API` checkbox is ticked." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:348 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:346 msgid "Optionally, tick the checkbox next to the field labeled: :guilabel:`Detect Automatically`. Should this option be ticked, then, Odoo will automatically apply this :guilabel:`Fiscal Position` for transactions in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:352 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:350 msgid "Enabling :guilabel:`Detect Automatically` also makes specific parameters, such as :guilabel:`VAT required`, :guilabel:`Foreign Tax ID`, :guilabel:`Country Group`, :guilabel:`Country`, :guilabel:`Federal States`, or :guilabel:`Zip Range` appear. Filling these parameters filters the :guilabel:`Fiscal Position` usage. Leaving them blank ensures all calculations are made using this :guilabel:`Fiscal Position`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:359 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:357 msgid "Should the :guilabel:`Detect Automatically` checkbox not be ticked, each customer will need to have the :guilabel:`Fiscal Position` set on their :guilabel:`Sales and Purchase` tab of the contact record. To do so, navigate to :menuselection:`Sales app --> Order --> Customers`, or :menuselection:`Contacts app --> Contacts`. Then, select a customer or contact to set the fiscal position on." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:365 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:363 msgid "Navigate to the :guilabel:`Sales and Purchase` tab, and down to the section labeled, :guilabel:`Fiscal Position`. Set the :guilabel:`Fiscal Position` field to the fiscal position for the customer." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:370 -#: ../../content/applications/finance/accounting/taxes/avatax.rst:431 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:368 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:429 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:39 msgid ":doc:`fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:373 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:371 msgid "AvaTax accounts" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:375 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:373 msgid "Upon selecting the checkbox option for :guilabel:`Use AvaTax API` a new :guilabel:`AvaTax` tab appears. Click into this tab to reveal two different settings." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:378 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:376 msgid "The first setting is the :guilabel:`AvaTax Invoice Account`, while the second is, :guilabel:`AvaTax Refund Account`. Ensure both accounts are set for smooth end-of-year record keeping. Consult a certified public accountant (CPA) for specific guidance on setting both accounts." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:382 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:380 msgid "Click :guilabel:`Save` to implement the changes." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:385 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:383 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:57 msgid "Tax mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:387 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:385 msgid "The *AvaTax* integration is available on sale orders and invoices with the included *AvaTax* fiscal position." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:391 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:389 msgid "Additionally, there is a :guilabel:`Tax Mapping` tab and :guilabel:`Account Mapping` tab in the :guilabel:`Automatic Tax Mapping (AvaTax)` fiscal position, where mapping for products can also be configured. To access :guilabel:`Fiscal Positions` navigate to :menuselection:`Accounting app --> Configuration --> Accounting: Fiscal Positions`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:397 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:395 msgid "Product category mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:399 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:397 msgid "Before using the integration, specify an :guilabel:`Avatax Category` on the product categories. Navigate to :menuselection:`Inventory app --> Configuration --> Product Categories`. Select the product category to add the :guilabel:`AvaTax Category` to. In the :guilabel:`AvaTax Category` field, select a category from the drop-down menu, or :guilabel:`Search More...` to open the complete list of options." msgstr "" @@ -10108,15 +11088,15 @@ msgstr "" msgid "Specify AvaTax Category on products." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:410 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:408 msgid "Product mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:412 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:410 msgid "*AvaTax* Categories may be set on individual products, as well. To set the :guilabel:`Avatax Category` navigate to :menuselection:`Inventory app --> Products --> Products`. Select the product to add the :guilabel:`Avatax Category` to. Under the :guilabel:`General Information` tab, on the far-right, is a selector field labeled: :guilabel:`Avatax Category`. Finally, click the drop-down menu, and select a category, or :guilabel:`Search More...` to find one that is not listed." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:419 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:417 msgid "If both the product, and its category, have an :guilabel:`AvaTax Category` set, the product's :guilabel:`AvaTax Category` takes precedence." msgstr "" @@ -10124,19 +11104,19 @@ msgstr "" msgid "Override product categories as needed." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:427 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:425 msgid "Mapping an :guilabel:`AvaTax Category` on either the *Product* or *Product Category* should be completed for every *Product* or *Product Category*, depending on the route that is chosen." msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:432 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:430 msgid ":doc:`avatax/avatax_use`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:433 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:431 msgid ":doc:`avatax/avalara_portal`" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:434 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:432 #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:258 #: ../../content/applications/finance/accounting/taxes/avatax/avatax_use.rst:163 msgid "`US Tax Compliance: Avatax elearning video `_" @@ -10351,8 +11331,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:144 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:85 #: ../../content/applications/finance/fiscal_localizations/canada.rst:213 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:59 #: ../../content/applications/finance/fiscal_localizations/spain.rst:42 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:269 msgid "Reports" @@ -11092,6 +12074,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:696 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:768 #: ../../content/applications/finance/fiscal_localizations/italy.rst:119 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:345 msgid "Vendor bills" msgstr "" @@ -11774,6 +12757,7 @@ msgid "`Our Privacy Policy `_" msgstr "" #: ../../content/applications/finance/expenses.rst:5 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1210 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:104 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:107 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:110 @@ -12494,7 +13478,6 @@ msgid "After an expense report is :doc:`posted to an accounting journal <../expe msgstr "" #: ../../content/applications/finance/expenses/reimburse.rst:12 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 msgid "Settings" msgstr "" @@ -12819,6 +13802,7 @@ msgid "Each company in a multi-company environment can use different fiscal loca msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:29 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 msgid "Accounting" msgstr "" @@ -12835,7 +13819,7 @@ msgid "These packages require fine-tuning the chart of accounts, activating the msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:44 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:537 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:520 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:96 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:453 @@ -13297,6 +14281,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:39 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:39 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:45 msgid "Modules installation" @@ -14487,10 +15472,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:175 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:808 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:816 msgid "Products" msgstr "" @@ -14499,7 +15485,7 @@ msgid "To allow your products to be invoiced when an online payment is confirmed msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:931 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:932 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:940 msgid "Invoicing flow for eCommerce" msgstr "" @@ -14656,1209 +15642,1967 @@ msgstr "" msgid "Australia" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 -msgid "Module Name" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:6 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:22 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:12 +msgid "Modules" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "Module Key" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 msgid ":guilabel:`Australia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 msgid "`l10n_au`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 -msgid "Installed by default when the Accounting :guilabel:`Fiscal Localization` package is set to :guilabel:`Australia`. This module also installs the :guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report` module." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid "The base :ref:`accounting ` module for the Australian localization. It is installed automatically when the :guilabel:`Australia` :ref:`fiscal localization package ` is selected. This module also installs the :ref:`ABA Credit Transfer ` module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:21 msgid ":guilabel:`Australian Reports - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 msgid "`l10n_au_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 -msgid "Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the :guilabel:`BAS report`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 -msgid ":guilabel:`Australia - Payroll`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "Adds the :ref:`Taxable Payments Annual Report (TPAR) ` and the :ref:`Business Activity Statement (BAS) ` report. It is installed automatically when the :guilabel:`Australia` :ref:`fiscal localization package ` is selected." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:27 -msgid "`l10n_au_hr_payroll`" +msgid ":guilabel:`Australia - Payroll`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:28 -msgid "Payroll localisation for Australia." +msgid "`l10n_au_hr_payroll`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:29 -msgid ":guilabel:`Australia - Payroll with Accounting`" +msgid "The base :ref:`payroll ` module for the Australian localization." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:30 -msgid "`l10n_au_hr_payroll_account`" +msgid ":guilabel:`Australia - Payroll with Accounting`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:31 -msgid "Installs the link between Australian payroll and accounting. The module also installs the modules: :guilabel:`Australian - Accounting`; :guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - Payroll`." +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:32 +msgid "Contains the necessary accounting data for the Australian payroll rules. It is installed automatically when the :ref:`Payroll Entries option ` is enabled." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:34 -msgid ":guilabel:`Accounting Customer Statements`" +msgid ":guilabel:`Employment Hero Payroll`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:35 -msgid "`l10n_account_customer_statements`" +msgid "`l10n_employment_hero`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:36 -msgid "Allows the management and sending of monthly customer statements from the partner ledger and the contact form. Also used in New Zealand." +msgid "Synchronizes all pay runs from :ref:`Employment Hero ` with Odoo's journal entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:44 -msgid "The Australian chart of accounts is included in the **Australia - Accounting** module. Go to :menuselection:`Accounting --> Configuration --> Chart of Accounts` to access it." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:48 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/canada.rst:126 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Taxes and GST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:55 -msgid "The default Australian taxes impact the :ref:`BAS Report `, which can be accessed through :menuselection:`Accounting --> Reporting --> BAS Report`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 -msgid "In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but different rates and exemptions exist for specific categories of goods and services." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "In Australia, the standard **Goods and Services Tax (GST)** rate is 10%, but different rates and exemptions exist for specific categories of goods and services." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Default GST of Australia" +msgid "Default GST rates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 -msgid "Tax Mapping" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +msgid "The taxes impact the :ref:`BAS report `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:67 -msgid "Within the Australian localisation package, tax names encompass the tax rate as an integral part of their naming convention." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:59 +msgid "Within the Australian localization, tax names encompass the tax rate as an integral part of their naming convention. Despite the high number of :doc:`taxes <../accounting/taxes>` configured in Odoo, their rates are often similar (0% or 10%)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 -msgid "Despite the high amount of taxes in Odoo, these taxes are pretty similar (mostly 0% and 10%), with different tax grid variations for:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:64 +msgid "GST sales taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 -msgid "Goods" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:66 +msgid "The **GST sales** taxes available in Odoo are listed below." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:74 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 -msgid "Services" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:72 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 +msgid "GST name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:75 -msgid "TPAR" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:105 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +msgid "10% GST" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:76 -msgid "TPAR without ABN" +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "0% EX" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" +msgid "GST Free on Export Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:80 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:117 +msgid "0% GST Free" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:81 -msgid "Taxes including a **TPAR** mention impact not only the **BAS** report but also the **TPAR** report. Businesses from certain industries need to report payments made to subcontractors from relevant services during the financial year. Odoo combines the use of taxes and fiscal positions to report these payments on the **TPAR** report. Taxes with the mention **TPAR without ABN** are used to record amounts withheld from subcontractors without an **ABN** for the **ATO**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% F" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +msgid "GST Free Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:83 +msgid "0% Exempt" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "0% INP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:85 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:86 +msgid "0% Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:87 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +msgid "100% Adj" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:88 -msgid ":ref:`TPAR `" +msgid "This is for adjustment, amounts can be modified to fit your needs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:90 -msgid "Here are the taxes for Australia in Odoo 17." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:89 +msgid "Tax Adjustments (Sales)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:96 -msgid "GST Name" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:92 +msgid "GST purchase taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:98 -msgid "GST Scope" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 -msgid "GST Type" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 -msgid "10%" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:161 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 -msgid "GST Purchases" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:262 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:94 +msgid "The **GST purchase** taxes available in Odoo are listed below." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:104 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 -msgid "10% INC" +msgid "GST Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:105 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 -msgid "GST Inclusive Purchases" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 msgid "10% C" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:109 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 msgid "Capital Purchases" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +msgid "10% Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:109 +msgid "10% INP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% Purchases for Input Taxed Sales" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/australia.rst:112 -msgid "0% C" +msgid "10% PRIV" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:113 -msgid "Zero Rated Purch" +msgid "Purchases for private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +msgid "10% Purchases for Private Use" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:116 -msgid "100% T EX" +msgid "GST Free Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:117 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +msgid "0% TPS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 msgid "Purchase (Taxable Imports) - Tax Paid Separately" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:120 -msgid "10% I" +msgid "0% GST Paid Separately" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:121 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 -msgid "Purchases for Input Taxed Sales" +msgid "100% ONLY" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 -msgid "10% P" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:125 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 -msgid "Purchases for Private use or not deductible" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 -msgid "100% EX" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:129 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 msgid "GST Only on Imports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 -msgid "10% Adj" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:133 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:125 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 msgid "Tax Adjustments (Purchases)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:137 -msgid "GST Sales" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:129 +msgid "100% DGST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:141 -msgid "GST Inclusive Sales" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +msgid "Deferred GST Liability" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 -msgid "0% EX" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +msgid "No ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:145 -msgid "Zero Rated (Export) Sales" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 -msgid "0% EXEMPT" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:149 -msgid "Exempt Sales" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 -msgid "0% I" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:153 -msgid "Input Taxed Sales" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:157 -msgid "Tax Adjustments (Sales)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 -msgid "10% TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 -msgid "10% TPAR NO ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 -msgid "10% INC TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 -msgid "10% INC TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 -msgid "10% C TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 -msgid "10% C TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 -msgid "0% C TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 -msgid "Zero Rated Purch TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 -msgid "0% C TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 -msgid "Zero Rated Purch TPAR without ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 -msgid "100% T EX TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 -msgid "100% T EX TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 -msgid "10% I TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 -msgid "100% I TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 -msgid "10% P TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 -msgid "10% P TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 -msgid "100% EX TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 -msgid "100% EX TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 -msgid "10% Adj TPAR" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 -msgid "10% Adj TPAR N ABN" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 -msgid "47% WH" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 msgid "Tax Withheld for Partners without ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:240 -msgid "BAS report" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +msgid "Withholding Tax for No ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:133 +msgid "PAYGW - W3" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +msgid "Other amounts withheld (excluding any amount shown at W2 or W4)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +msgid "Other Amounts Withheld (W3)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "Businesses from certain industries need to report payments made to subcontractors from relevant services during the financial year. Odoo combines the use of taxes and fiscal positions to report these payments on the :ref:`TPAR `. In order to be compliant with the TPAR's obligations, two variants of the main purchase taxes are available in Odoo, but they are inactive by default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "For the *10% GST* tax, the variants are:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Reports impacted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:157 +msgid "Default status" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "Default 10% GST tax" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "BAS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 +msgid "10% GST TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "TPAR variant of the tax, if the contractor provided an ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "Inactive" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% GST TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "TPAR variant of the tax, if the contractor did not provide an ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +msgid "Deferred GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "Odoo allows companies under the `Deferred Goods and Services Tax (DGST) scheme `_ to automate their deferred GST flows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +msgid "It is recommended to:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "go to :menuselection:`Accounting --> Configuration --> Settings` and set the :guilabel:`Tax Return Periodicity` to :guilabel:`monthly` (= monthly BAS); and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +msgid "create a new journal to store all deferred GST entries by going to :menuselection:`Accounting --> Configuration --> Journals --> New`, and selecting :guilabel:`Miscellaneous` as its :guilabel:`Type` when configuring it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +msgid "By default, a tax (*100% DGST*, inactive by default) and an account (*21340 Deferred GST Liability*) are available for Australian companies. Activate the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Search for the :guilabel:`Name` `100% DGST` (remove the default filter if necessary), and click the :guilabel:`Activate` toggle switch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +msgid "Flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "1. Importing goods: purchase order and vendor bill" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +msgid "When importing goods from abroad, the GST liability can now be deferred for companies under the DGST scheme. On the purchase order, select the :guilabel:`0% TPS` tax (tax paid separately) for the relevant order lines." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Setting the 0% TPS tax on a purchase order" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +msgid "2. Recording the DGST balance on the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "When the Australian Taxation Office (ATO) is advised electronically of the aggregated liability for the company by the Integrated Cargo System (ICS), the GST balance deferred during the previous month becomes available on the ATO's BAS portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Odoo does not yet fetch the DGST balance automatically from the ATO. A manual entry with the liability amount needs to be created in Odoo. We recommend using a new journal for this purpose since deferrals will be recurring." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +msgid "Go to :menuselection:`Accounting --> Journal Entries --> New`. On the first journal item line, add the :guilabel:`Account` `21340 Deferred GST Liability` and the deferred GST balance as a :guilabel:`Credit`. To resume the example shown above, we credit $2,000 and save." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Creating a journal entry with the DGST account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "An auto-balancing line is created, along with journal items correctly assigning the right values in the BAS :guilabel:`Tax Grids`. Sections *G11*, *G18*, *7A*, and *ONLY* are updated correctly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "The journal entry with the auto-balancing line and BAS tax grids" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +msgid "After posting the journal entry, the BAS report displays the correct values for each section, along with the DGST offset." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:242 -msgid "The **Business Activity Statement (BAS)** report is a critical tax reporting requirement for businesses registered for **Goods and Services Tax (GST)** in Australia. The **BAS** is used to report and remit various taxes to the **Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, businesses can report on the following:" +msgid "Business Activity Statement (BAS)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:247 -msgid "Goods and Services Tax (GST)" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:244 +msgid "The **BAS report** is a critical tax reporting requirement for businesses registered for GST in Australia. The BAS is used to report and remit various taxes to the ATO. With the Odoo BAS feature, businesses can report on the following:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:248 +msgid "GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:249 msgid "PAYG tax withheld" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "BAS report in Odoo" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "DGST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:253 -msgid "The taxes for GST are collected from the **tax grid**, which is pre-configured in the system. The **tax grid** can also be manually set up for any additional special GST. Once the tax for each account is set up, the system automatically slots journal items into the correct tax category. This ensures the **BAS** report is accurate and reflective of the business's financial activities." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:252 +msgid "Access the report from the Accounting dashboard by clicking :guilabel:`BAS Report (AU)` under the :guilabel:`Miscellaneous Operations` section." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "GST grids in Odoo" +msgid "BAS report example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:261 -msgid "In addition, the **BAS** report includes the **PAYG** tax withheld components (**W1** to **W5**, then **summary, section 4**). This integration ensures that all payroll-related withholding taxes are accurately captured and reflected within the report." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:258 +msgid "The base and tax amounts are collected from the **tax grid**, which is pre-configured in the system. The tax grid can also be manually set up for any additional special use-case of GST (e.g., wine equalization tax). Once the tax for each account is set up, the system automatically slots journal items into the correct tax category. This ensures the BAS report is accurate and reflective of the business's financial activities." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgid "GST grids example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:268 -msgid "The module incorporates built-in rules that facilitate the automatic calculation of taxes for types **W1** to **W5**. For a detailed walkthrough and more information on the calculation process for these taxes, please refer to the Payroll app documentation." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:267 +msgid "Besides the GST sections, the BAS report also includes the **PAYG** tax withheld components (*W1* to *W5*, then *summary, section 4*). This integration ensures that all payroll-related withholding taxes are accurately captured and reflected within the report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:273 -msgid ":ref:`Payroll `" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "PAYG tax withheld and summary of BAS report example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 -msgid "Closing the BAS report" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:274 +msgid "The module incorporates built-in rules that facilitate the automatic calculation of taxes for types W1 to W5. For a detailed walkthrough and more information on the calculation process for these taxes, refer to the :ref:`Payroll section `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:278 -msgid "When it is time to file the tax return with the **ATO**, click :guilabel:`Closing entry`. The tax return period can be configured in :menuselection:`configuration --> Settings --> Tax Return Periodicity`. Also, the start date of the tax return period can be defined through the **period button** (marked by a calendar icon 📅)." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:284 -msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "When it is time to file the tax return with the ATO, click :guilabel:`Closing Entry`. The tax return period can be configured under :menuselection:`Accounting --> Configuration --> Settings --> Tax Return Periodicity`. The start date of the tax return period can also be defined on the report itself through the period button (:icon:`fa-calendar` *period* *year*)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:287 -msgid "Odoo uses the *calendar quarter* rather than the Australian FY quarter, which means **July to September is Q3 in Odoo**." +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:290 -msgid "Before closing the entry for the first time, the default **GST payable account** and **GST receivable account** need to be set. A notification pops up and redirects the user to tax group configurations." +msgid "Odoo uses calendar quarters rather than the Australian FY quarters, which means *July to September* is *Q3* in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:294 -msgid "Once the **GST payable** and **GST receivable** accounts are set up, the **BAS** report generates an accurate journal closing entry automatically, which balances out the GST balance with the GST clearing account." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "Before closing the entry for the first time, the default **GST payable account** and **GST receivable account** need to be set. A notification pops up and redirects the user to the tax groups configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "GST accounts for the BAS report in Odoo." +msgid "BAS report tax groups" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:301 -msgid "The balance between **GST receivable** and **payable** is set against the tax clearing account defined on the tax group. The amount to be paid to or received from the **ATO** can be reconciled against a bank statement." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:300 +msgid "Once the GST payable and GST receivable accounts are set up, the BAS report generates an accurate journal closing entry automatically, which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "The balance between GST receivable and payable is set against the tax clearing account defined on the tax group. The amount to be paid to or received from the ATO can be reconciled against a bank statement." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "BAS tax payment." +msgid "BAS report tax payment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:309 -msgid "The **BAS** report is not directly submitted to the **ATO**. Odoo helps you automatically compute the necessary values in each section, with the possibility to audit them to better understand the history behind these numbers. Businesses can copy these values and enter them on the `ATO’s portal `_." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "The BAS report is not directly submitted to the ATO. Odoo helps you automatically compute the necessary values in each section, with the possibility to audit them to better understand the history behind these numbers. Businesses can copy these values and enter them on the `ATO portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:317 -msgid "TPAR report" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "Taxable Payments Annual Report (TPAR)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:319 -msgid "Odoo allows businesses to report payments made to contractors or subcontractors during the financial year. This is done by generating a :abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your business needs this report, refer to the documentation provided by the `ATO `_. You can find this report in :menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports (TPAR)`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "Odoo allows businesses to report payments made to contractors or subcontractors during the financial year. This is done by generating a **TPAR**. If you are unsure your business needs this report, refer to the `ATO's TPAR web page `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:328 -msgid "Under :menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> Vendors`, select a your contractor and set a :guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:326 +msgid "Access the TPAR in Odoo by going to :menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:332 +msgid "First, it is required to assign fiscal positions to your contractors before billing them to update the TPAR. To do so, go to :menuselection:`Accounting --> Vendors --> Vendors`, select a contractor, and set a :guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "TPAR fiscal position" +msgid "TPAR fiscal position on a vendor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:334 -msgid "Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or :guilabel:`TPAR without ABN`, the report is automatically generated in :menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports (TPAR)`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:339 +msgid "Based on the chosen fiscal position, the correct tax mapping will apply to the contractor's vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:338 -msgid "The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax Withheld** from their **TPAR** subcontractors." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "TPAR vendor bill tax mapping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 -msgid "**Total GST**: the total tax paid" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "The TPAR includes the following information from contractors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:342 -msgid "**Gross Paid amounts**: shows after registering a payment for those bills" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:347 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:576 +msgid ":guilabel:`ABN`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:343 -msgid "**Tax Withheld**: shown if the subcontractor is registered with a fiscal position set to :guilabel:`TPAR without ABN`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:348 +msgid ":guilabel:`Total GST` (the total tax paid)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 -msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid ":guilabel:`Gross Paid` (the amounts are displayed after a vendor bill has been marked as paid)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:351 -msgid "Customer statements" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:350 +msgid ":guilabel:`Tax Withheld` (displayed if the contractor is registered with a fiscal position set to :guilabel:`TPAR without ABN`)" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:353 -msgid "Customer statements allow customers to see their financial transactions with the company over a certain period, and overdue statement details. These statements can be sent out to customers by email." +msgid "The TPAR can be exported to multiple formats: PDF, XLSX, and TPAR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Customer statement in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:360 -msgid "There are **two** ways for customers to download these statements." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:362 -msgid "**From the contact form:** Customer statements are under :menuselection:`Customers --> Customers`. Select a customer, click the **gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This prints out the statement from the beginning of the month to today's date." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:367 -msgid "**From the partner ledger:** This option allows for more flexibility in selecting a statement's start and end date. You can access it by going to :menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, specify a date range in the **calendar menu (📅)** for the statement, hover over a partner, and click the :guilabel:`Customer Statements` tab." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Customer statement from partner ledger report in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:358 msgid "Remittance advice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:380 -msgid "A remittance advice is a document used as proof of payment to a business. In Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣ Payments`, selecting the payment(s), and clicking :menuselection:`Print --> Payment Receipt`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:360 +msgid "A remittance advice is a document used as proof of payment to a business. In Odoo, it can be accessed by going to :menuselection:`Accounting --> Vendors --> Payments`, selecting the payment(s), and clicking :menuselection:`Print --> Payment Receipt`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Remittance advice in Odoo." +msgid "Remittance advice example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:390 -msgid "E-Invoicing via Peppol" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:149 +msgid "E-invoicing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:375 +msgid "Odoo is compliant with Australia's `Peppol requirements `_. Set up your customers and vendors by going to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Vendors --> Vendors`, selecting one, clicking the :guilabel:`Accounting` tab, and configuring the :guilabel:`Electronic Invoicing` section as needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Electronic invoicing settings for a partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:385 +msgid "Validating an invoice or credit note for a partner on the Peppol network will download a compliant XML file that can be manually uploaded to your Peppol network. Odoo is currently in the process of becoming an access point for the ANZ region." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:392 -msgid "Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements `_. You can find and set up **electronic invoicing** settings per partner under :menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> Vendors`, select a partner, and click the :guilabel:`Accounting` tab." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Peppol settings from a partner in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:401 -msgid "Validating an invoice or credit note for a partner on the PEPPOL network will download a compliant XML file that can be manually uploaded to your PEPPOL network." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:407 msgid "ABA files for batch payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:412 -msgid "An ABA file is a digital format developed by the `Australian Bankers' Association `_. It is designed for business customers to facilitate bulk payment processing by uploading a single file from their business management software." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:394 +msgid "An ABA file is a digital format developed by the `Australian Banking Association `_. It is designed for business customers to facilitate bulk payment processing by uploading a single file from their business management software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:416 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:398 msgid "The main advantage of using ABA files is to improve payment and matching efficiency. This is achieved by consolidating numerous payments into one file for batch processing, which can be submitted to all Australian banks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:426 -msgid "To enable **batch payments**, go to :menuselection:`Accounting --> Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow Batch Payments`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:408 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and enable :guilabel:`Batch Payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:430 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:412 msgid "Bank journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:432 -msgid "Then, go to :menuselection:`Accounting --> Configuration --> Journals` and select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries` tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and edit`. In the pop-up window, fill in the following fields:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:414 +msgid "Go to :menuselection:`Accounting --> Configuration --> Journals` and select the :guilabel:`Bank` journal. Enter the :guilabel:`Account Number`, click :guilabel:`Create and edit...`, and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:437 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:474 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:418 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:448 msgid ":guilabel:`Bank`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:438 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:475 -msgid ":guilabel:`Account Holder Name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:439 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 msgid ":guilabel:`BSB`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:420 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:450 msgid ":guilabel:`Account Holder`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Account Number settings for ABA in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:422 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "Then, toggle on the :guilabel:`Send Money` switch and click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:446 -msgid "The :guilabel:`Send Money` field must be **enabled**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:425 +msgid "Using the :guilabel:`Currency` field is optional." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 -msgid "The :guilabel:`Currency` field is optional." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Back on the :guilabel:`Journal Entries` tab, fill in the following fields under the :guilabel:`ABA` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:451 -msgid "Go back to the :guilabel:`Journal Entries` tab and fill in the following fields related to the ABA:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:430 +msgid ":guilabel:`BSB`: the BSB code from the bank account is used to fill in this field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:453 -msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:431 +msgid ":guilabel:`Financial Institution Code`: the official 3-letter abbreviation of the bank (e.g., `WBC` for Westpac)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 -msgid ":guilabel:`Financial Institution Code`: The official 3-letter abbreviation of the financial institution (e.g., WBC for Westpac)" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid ":guilabel:`Supplying User Name`: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 -msgid ":guilabel:`Supplying User Name`: 6-digit number provided by your bank. Contact or check your bank website if you need to know." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid ":guilabel:`APCA Identification Number`: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:438 +msgid ":guilabel:`Include Self Balancing Transaction`: selecting this option adds an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:438 +msgid "\"self-balancing\" transaction to the end of the ABA file, which is required by some banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +msgid "Customers' and vendors' bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid "Go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors --> Vendors` and select a customer or vendor. Open the :guilabel:`Accounting` tab, and, under the :guilabel:`Bank Accounts` section, click :guilabel:`Add a line` to fill in their:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:447 +msgid ":guilabel:`Account Number`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:455 +msgid "Generating an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "To generate an ABA file, create a vendor bill, confirm it, and ensure the vendor's banking information is set up correctly." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:460 -msgid ":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds an additional" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 -msgid "\"self-balancing\" transaction to the end of the ABA file, which some financial institutions require when generating ABA files. Check with your bank to see if you need this option." +msgid "Next, click :guilabel:`Pay` on the vendor bill, and select, for the following fields:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:462 -msgid "Then, go to the :guilabel:`Outgoing Payments` tab on the same :guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select :guilabel:`ABA Credit Transfer` as the **payment method**." +msgid ":guilabel:`Journal`: :guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid ":guilabel:`Payment Method`: :guilabel:`ABA Credit Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:464 +msgid ":guilabel:`Recipient Bank Account`: the vendor's account number" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:466 -msgid "Partners’ bank accounts" +msgid "Once payments are created, go to :menuselection:`Accounting --> Vendors --> Payments`, select the payments to be included in the batch, and click :guilabel:`Create Batch`. Verify all information is correct and click :guilabel:`Validate`. Once validated, the ABA file is available in the **chatter** on the right." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:468 -msgid "Go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors --> Vendors` and select a partner for whom you want to add banking information. Once selected, click the :guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section, click :guilabel:`Add a line` to fill in:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "After uploading the file to your bank's portal, an ABA transaction line will appear in your bank feed at the following bank feed iteration. You will need to reconcile it against the **batch payment** made in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:473 -msgid ":guilabel:`Account Number` of that partner" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid "Industry-specific features" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 -msgid ":guilabel:`Accounter Holder`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid "Starshipit shipping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 -msgid ":guilabel:`Send Money` defines the bank account as *trusted*, which is essential for ABA files and must be enabled if to be used." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "Starshipit is a shipping service operator that facilitates the integration of Australasian shipping couriers with Odoo. Refer to the :doc:`Starshipit documentation <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping>` for detailed information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:482 -msgid "Generate an ABA file" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:484 -msgid "To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s banking information is set up correctly before registering a payment.." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:488 -msgid "Next, click :guilabel:`Register Payment` in the pop-up window: select the :guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as :guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank Account`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "`Starshipit Odoo webinar recording `_" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:492 -msgid "Once payments are confirmed, they appear in :menuselection:`Accounting --> Vendors --> Payments`. Tick the box of the payments to be included in the batch, then click :guilabel:`Create Batch`. Verify all information is correct and finally :guilabel:`Validate`. Once validated, the ABA file becomes available in the **chatter** on the right." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:497 -msgid "After uploading it to your bank’s portal, an ABA transaction line will appear in your bank feed at the following bank feed iteration. You will need to reconcile it against the **batch payment** made in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:502 -msgid ":doc:`Batch Payment <../accounting/payments/batch>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:507 msgid "Buy Now, Pay Later solutions" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:494 +msgid "*Buy Now, Pay Later* solutions are popular payment methods for eShops in Australia. Some of these solutions are available via `Stripe `_ and `AsiaPay `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:499 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:513 +msgid ":doc:`Stripe payment provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid ":doc:`AsiaPay payment provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:503 +msgid "POS terminals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid "To establish a direct connection between Odoo and a POS terminal in Australia, a **Stripe** payment terminal is required. Odoo supports the **EFTPOS** payment solution in Australia." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/australia.rst:509 -msgid "Buy Now, Pay Later solutions are popular payment methods for eShops in Australia. Some of these solutions are available via the `Stripe `_ and `AsiaPay `_ payment providers." +msgid "A Stripe payment terminal is not required to use Odoo as the main POS system. However, without one, cashiers must manually enter the final payment amount on the terminal." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:514 -msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgid ":doc:`Stripe payment terminal <../../sales/point_of_sale/payment_methods/terminals/stripe>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:515 -msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgid "`Stripe.com terminal documentation `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 -msgid "POS terminals for Australia" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "Odoo is currently in the process of becoming compliant with STP Phase 2 and SuperStream. An announcement will be made as soon as companies can use Odoo for payroll as a one-stop platform." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:520 -msgid "If you wish to have a direct connection between Odoo and your PoS terminal in Australia, you *must* have a **Stripe** terminal. Odoo supports the **EFTPOS** payment solution in Australia." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:524 -msgid "You do not need a Stripe payment terminal to use Odoo as your main PoS system. The only drawback of not using Stripe is that cashiers must manually enter the final payment amount on the terminal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:529 -msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "Setting up employees" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:530 -msgid ":doc:`Stripe Odoo Payment Terminal `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:531 -msgid "`Stripe Dashboard `_" +msgid "Employee settings" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:532 -msgid "`Stripe Terminal `_" +msgid "Create an employee by going to :menuselection:`Employees --> New`. Go to the :guilabel:`Settings` tab, and configure the :guilabel:`Australian Payroll` section, for example checking if they are :guilabel:`Non-resident`, if they benefit from the :guilabel:`Tax-free Threshold`, their :guilabel:`TFN Status`, :guilabel:`Employee Type`, etc." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 -msgid "Odoo is currently not compliant with STP Phase 2." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Employee settings tab for the Australian payroll localization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:541 +msgid "Employee private information" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:543 -msgid "Create your employees" +msgid "In addition, some personal employee information is required for payroll compliance with Single Touch Payroll, and to process superannuation payments. Open the employee's :guilabel:`Private Information` tab and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:545 -msgid "To create an **employee form** and fill in mandatory information, go to the **Employees** app and click :guilabel:`Create`. In the :guilabel:`HR Settings` tab, you can input the mandatory information:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:547 +msgid ":guilabel:`Private Address`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid ":guilabel:`Private Email`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:549 -msgid ":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it to the “TFN” field" +msgid ":guilabel:`Private Phone`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:550 -msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgid ":guilabel:`Date of Birth`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:551 -msgid ":guilabel:`Tax-free Threshold`: if the employee is below or above the threshold" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 -msgid ":guilabel:`HELP / STSL`: for all types of study and training support loans (e.g. HELP, VSL, SSL…)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 -msgid ":guilabel:`Medicare levy Deduction`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 -msgid ":guilabel:`Medicare levy Exemption`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 -msgid ":guilabel:`Withholding for Extra Pay`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Employee private information tab for the Australian payroll localization" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:556 -msgid "..." +msgid "Odoo will remind you to complete the required data at different stages of the process." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:559 -msgid "Manage Australian contracts" +msgid "Super accounts and funds" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:561 -msgid "Once the employee form has been created, ensure the contract is enabled by clicking the :guilabel:`Contracts` smart button or by going to :menuselection:`Employees --> Employees --> Contracts`." +msgid "You can add the superannuation details of new employees under the employee's :guilabel:`Super Accounts` tab. Click :guilabel:`Add a line` and make sure to include the :guilabel:`Member Since` date, :guilabel:`Member Number`, and :guilabel:`Super Fund`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:566 -msgid "Only one contract can be active simultaneously per employee, but an employee can be assigned consecutive contracts during their employment." +msgid "Use the :guilabel:`Proportion` field if an employee's contributions should sent to multiple funds at a time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 -msgid "Contractual information related to Australia can be found in the following **three** places:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Configuring a super fund and super account for the Australian payroll localization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:571 -msgid "Before assigning a salary amount, pay frequency, and other important details to a contract, defining the **salary structure**, **start date**, and **work entry** source is important. In Australia, a \"Salary Structure\" is employed to specify the tax schedule applicable to that contract, as defined by the Australian Taxation Office (ATO). Most contracts will fall under the following **three structures**:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "To create a new :guilabel:`Super Fund`, start typing its name and click :guilabel:`Create and edit...`. Fill in its:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:575 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:98 +msgid ":guilabel:`Address`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:577 -msgid "**Regular (Schedule 1)**: the great majority of Australian employees will fall in this category; hence, this structure is assigned by default to all contracts." +msgid ":guilabel:`Type` (APRA / SMSF)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:578 +msgid "unique identifier (:guilabel:`USI` for APRA, :guilabel:`ESA` for SMSF)" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:579 -msgid "**Working holiday makers (Schedule 15)**. When employing working holiday makers (WHMs), other taxes apply. For detailed information on these specific tax implications, refer to the documentation provided by the **ATO**." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 -msgid "**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** for over **28** days." +msgid "(for SMFS only) :guilabel:`Bank Account`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Employees form in Odoo Payroll." +msgid "Configuring a super fund for the Australian payroll localization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "Manage all super accounts and funds by going to :menuselection:`Payroll --> Configuration --> Super Funds` or :menuselection:`Super Accounts`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:589 -msgid "The structures **Horticulture/Shearing (Schedule 2)** and **Artists and Performers (Schedule 3)** are only partially complete, and proper tests should be performed before using them to pay employees in your production database. Send your feedback to au-feedback@mail.odoo.com." +msgid "Odoo is currently in the process of becoming SuperStream-compliant." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:593 -msgid "The field :guilabel:`Work Entry Source` is also significant and defines how **working hours** and **days** are accounted for in the employee’s payslip." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:594 +msgid "Once the employee has been created, create their employment contract by clicking the :icon:`fa-book` :guilabel:`Contracts` smart button, or by going to :menuselection:`Employees --> Employees --> Contracts`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 -msgid ":guilabel:`Working Schedule`: work entries are automatically generated based on the employee’s working schedule, starting from the contract's start date.. For example, let’s assume that an employee works 38 hours a week, and their contract’s begins on January 1st. Today is January 16th, and the user generates a pay run from January 14th to 20th. The working hours on the payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if no leave is taken." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:601 -msgid ":guilabel:`Attendances`: The default working schedule is ignored, and work entries are only generated after clocking in and out of the attendance app." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "Only one contract can be active per employee at a time. However, an employee can be assigned consecutive contracts during their employment." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:603 -msgid ":guilabel:`Planning`: The default working schedule is ignored, and work entries are generated from planning shifts only." +msgid "Employment contract creation: recommended steps" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:607 -msgid "Additional configurations are necessary to ensure that Odoo’s payslips automatically compute various **penalty rates** as defined by an **award (overtime rate, public holiday rate, etc)**. To create these configurations, create new work-entry types for each penalty rate and then assign a penalty rate in % to each. Once this one-time configuration is done, work entries can be manually imported for each period, and Odoo will separate the pay items and rates on the employee’s payslip." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Recommended steps to create an employment contract" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:615 -msgid "Timesheets do not impact work entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:609 +msgid "1. Basic contractual information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:617 -msgid "The :guilabel:`Salary Information` tab contains a few essential fields impacting the frequency of pay runs and the management of payslip rules in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:611 +msgid "Select the :guilabel:`Contract Start Date` and :guilabel:`Working Schedule` (set, or flexible for casual workers)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 -msgid ":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-time and part-time employees. For casual workers and other :guilabel:`Hourly Wage` type. For employees being paid hourly, make sure to define the correct **casual loading**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:613 +msgid "Keep the :guilabel:`Salary Structure Type` set to :guilabel:`Australian Employee`. This structure covers all of the ATO's tax schedules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 -msgid ":guilabel:`Schedule Pay`: In Australia, only the following pay run frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), monthly, and quarterly**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "(if using the Attendances or Planning app) Select the :guilabel:`Work Entry Source` to define how working hours and days are accounted for on the employee's payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:621 +msgid ":guilabel:`Working Schedule`: work entries are automatically generated based on the employee's working schedule, starting from the contract's start date." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:625 -msgid ":guilabel:`Wage` (/period): Assign a wage to the contract according to their pay frequency. On payslips, the corresponding annual and hourly rates will be automatically computed." +msgid "An employee works 38 hours a week, their contract begins on 01/01, today's date is 16/01, and the user generates a pay run from 14/01 to 20/01. The working hours on the payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if no unpaid leave is taken." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:629 -msgid "For hourly workers, please note that the hourly wage should exclude casual loading." +msgid ":guilabel:`Attendances`: the working schedule is ignored, and work entries are only generated after clocking in and out of the Attendances app. Note that attendances can be imported." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:631 -msgid "The :guilabel:`Australia` tab. Most of the fields in this tab are used for **Single Touch Payroll** (or **STP**) reporting, which requires a thorough understanding of several details from an employee’s contract. Review the information on this tab before moving forward with pay runs. This includes the following **four** fields which impact payslip computations:" +msgid ":guilabel:`Planning`: the working schedule is ignored, and work entries are generated from planning shifts in the Planning app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:636 -msgid ":guilabel:`Withholding Variation`: use this field in case the employee’s withholding must be varied upward or downward according to their circumstances. E.g., if employee X benefits from a 25% withholding variation, their percentage of tax withheld will vary from whatever amount they were supposed to pay according to their salary structure and situation to a fixed 25%." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:635 +msgid "Timesheets do not impact work entries in Odoo. If you need to import your timesheets in Odoo, import them by going to :menuselection:`Payroll --> Work Entries --> Work Entries` instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:640 -msgid ":guilabel:`Leave Loading`: if the employee benefits from a regular leave loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., 17.5%) is added to any amount earned when taking annual or long service leaves." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "2. Salary Information tab" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 -msgid ":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field is deducted, per pay frequency, from the employee’s basic salary before the computation of the gross salary. Then, this amount is added to the super guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per month and sacrifices 300 AUD to superannuation, their gross salary will be 4,700 AUD, and 300 AUD will be added on top of their normal super contributions." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:641 +msgid ":guilabel:`Wage Type`: select :guilabel:`Fixed Wage` for full-time and part-time employees, and :guilabel:`Hourly Wage` for casual workers. The latter allows you to add a :guilabel:`Casual Loading` percentage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "For hourly workers, the :guilabel:`Hourly Wage` field should exclude casual loading." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:648 -msgid ":guilabel:`Salary Sacrifice Other`: any amount added to this field is deducted, per pay frequency, from the employee’s basic salary before the computation of the gross salary." +msgid ":guilabel:`Schedule Pay`: in Australia, only the following pay run frequencies are accepted: :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Bi-weekly` (or fortnightly), :guilabel:`Monthly`, and :guilabel:`Quarterly`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:651 -msgid "Once all important information has been entered, ensure the transition of the contract's status from \"New\" to \"Running\" to facilitate its use in pay runs." +msgid ":guilabel:`Wage` /*period*: assign a wage to the contract according to their pay frequency. On payslips, the corresponding annual and hourly rates will be computed automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:655 +msgid "3. Australia tab" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "\"Australia\" payroll tab in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:658 -msgid "Assign superannuation accounts" +msgid "Australia tab of a contract" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:660 -msgid "Upon receipt of superannuation details from a new employee, ensure the creation of a new account in :menuselection:`Payroll --> Configuration --> Super Accounts` to link it to the employee. Input the :guilabel:`Super Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the employee." +msgid ":guilabel:`General`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:664 -msgid "Suppose the employee uses a superannuation fund that does not exist in the database yet. In that case Odoo creates a new one and centralises basic information about this fund, such as its **ABN**, **address**, type (**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:662 +msgid "Add the :guilabel:`Regular Pay Day` if relevant." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "Enable :guilabel:`Report in BAS - W3` if you choose to add PAYG withholding amounts in BAS section W3 instead of W2 (refer to the `ATO's web page on PAYG withholding `_ for more information)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:668 +msgid ":guilabel:`Leave loading / workplace giving`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:670 -msgid "Odoo is currently not **SuperStream-compliant**." +msgid "Define whether your employees are :guilabel:`Eligible for Leave Loading`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 -msgid "Create pay runs with payslips" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:671 +msgid "Set the :guilabel:`Workplace Giving Employee` amount in exchange for deductions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:672 +msgid "Set the :guilabel:`Salary Sacrificed Workplace Giving` amount (e.g., receiving a benefit instead of a deduction)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:675 -msgid "Odoo can create pay runs in **two** ways: via **batch** or via **individual** payslips." +msgid ":guilabel:`Super contributions`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:677 +msgid "Add the :guilabel:`Extra Negotiated Super %` on top of the *super guarantee*." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:678 -msgid "Create a batch of payslips" +msgid "Add the :guilabel:`Extra Compulsory Super %` as per industrial agreements or awards obligations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:680 -msgid "When preparing to generate employees’ draft payslips (e.g., at the end of every week, fortnight, or month), navigate to :menuselection:`Payroll --> Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info, click :guilabel:`Generate Payslips`, select the :guilabel:`Salary Structure`, :guilabel:`Department`, :guilabel:`Employees`, and :guilabel:`Generate`. This method allows the creation of multiple payslips corresponding to each employee in a single batch." +msgid ":guilabel:`Salary sacrifice`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:687 -msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:682 +msgid ":guilabel:`Salary Sacrifice Superannuation` allows employees to sacrifice part of their salary in favor of reportable employer superannuation contributions (RESC)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:688 -msgid "Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:684 +msgid ":guilabel:`Salary Sacrifice Other Benefits` allows them to sacrifice part of their salary towards some other form of benefit (refer to the `ATO's web page on Salary sacrificing for employees `_ for more information)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:689 -msgid "Click on :guilabel:`Generate`. A pop-up window asks to confirm which employees should be included in the batch. By default, all active employees are included. You can leave :guilabel:`Salary Structure` field blank as Odoo automatically selects the structure linked to each employee’s contract." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "As of Odoo 18, salary sacrificing for other benefits currently does not impact fringe benefits tax (FBT) reporting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:693 -msgid "The batch creates as many payslips as there are employees. There is no limit to the number of payslips created in a batch." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "4. Salary attachments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:695 -msgid "Verify important information on each payslip. After payslips from a batch have been generated, there is no need to manually compute payslip lines; Odoo does it for you." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "If the employee is to receive additional recurring payments every pay run, whether indefinitely or for a set number of periods, click the :icon:`fa-book` :guilabel:`Salary Attachments` smart button on the contract. Choose a :guilabel:`Type` and a :guilabel:`Description`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:699 -msgid "Create an individual payslip" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:701 -msgid "In cases where the pay run does not fall into the category of regular payslips, the option exists to create a pay run dedicated to a single employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and click :guilabel:`New`. Employ this method when processing **one-time payments** for employees, including **return-to-work** payments (**ATO Schedule 4**), **employment termination** payments (**ATO Schedule 7 and 11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating an individual payslip, make sure to proceed with the following steps:" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:703 +msgid "Around 32 recurring salary attachment types exist for Australia. These are mostly related to allowances and child support. `Contact us `_ for more information as to whether allowances from your industry can be covered." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:708 -msgid "Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled out automatically" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:709 -msgid "Add a pay :guilabel:`Period`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:710 -msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 -msgid "Unlike payslips generated from a batch, the payroll user must click the :guilabel:`Compute Sheet` button to generate payslip lines" +msgid "5. Run the contract" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "One-time payments in Odoo Payroll." +msgid "Example of a running contract" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:718 -msgid "Understand payslip features" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Once all the information has been completed, change the contract stage from :guilabel:`New` to :guilabel:`Running`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:717 +msgid "Prepare pay runs" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:720 -msgid "The same features apply no matter how payslips are created (individually or via batch)." +msgid "Regular" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:722 -msgid "Depending on how work entries are created, the :guilabel:`Worked Days & Inputs` table automatically shows the number of days and hours the employee worked during the payslip period next to the corresponding total gross amount." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:727 -msgid "There is one line per work entry type, meaning **paid** and **unpaid time-off**, in addition to custom **hourly penalty rates** (overtime, public holidays, etc.) which are automatically added to the table." +msgid "Pay runs are created by going to :menuselection:`Payroll --> Payslips --> Batches`. After clicking :guilabel:`New`, enter a :guilabel:`Batch Name`, select a :guilabel:`Period`, and click :guilabel:`Generate Payslips`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Worked days and hours in Payroll" +msgid "Steps to generate payslips" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:734 -msgid "In the :guilabel:`Other Inputs` section, You can add entries such as **allowances** and **extra pay** items in the :guilabel:`Other Inputs` section." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:729 +msgid "Employees on a pay run can be filtered down by :guilabel:`Department` and :guilabel:`Job Position`. There is no limit to the amount of payslips that can be created in one batch. After clicking :guilabel:`Generate`, one payslip is created per employee in the :guilabel:`Waiting` stage, in which they can be reviewed and amended before validation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Generated payslips in the waiting stage" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:737 -msgid "To incorporate various **allowances** into an employee's payslip, create **allowances** in :menuselection:`Payroll --> Configuration --> Other Input Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the involved allowances." +msgid "On the payslip form view, there are two types of inputs:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:742 -msgid "Withholding for allowances is not computed automatically. The payroll user has to use the field :guilabel:`Withholding for allowance` under the other inputs table to manually add the total amount to be withheld across all allowances on that payslip." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:739 +msgid ":guilabel:`Worked days` are computed based on the :ref:`work entry source set on the employee's contract `. :ref:`Work entries can be configured ` according to different types: attendance, overtime, Saturday rate, Sunday rate, public holiday rate, etc." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:746 -msgid "**Extra pay** items are other inputs added to the **payslip’s gross** and, as a result, to the **withholding amount**. An example lies in regular sales commissions, taxed at the same rate as the regular salary (unlike discretionary bonuses, which fall under the ATO’s Schedule 5 and its corresponding salary structure). To configure such a custom pay item, go to :menuselection:`Payroll --> Configuration --> Other Input Types` and create a new entry with the code **EXTRA**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:743 +msgid ":guilabel:`Other inputs` are individual payments or amounts of :ref:`different types ` (allowances, lump sums, deductions, termination payments, leaves, etc.) that have little to do with the hours worked during the current pay period. The :ref:`previously configured salary attachments ` are simply recurring other inputs attached to a contract." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Extra pay item input type" +msgid "Worked days and other inputs of a payslip" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:756 -msgid "In the :guilabel:`Salary Computation` tab, the payroll user can verify whether all the pay rules have been computed correctly as per employee, contract and salary structure. Here are a few guidelines to better understand the data." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:752 +msgid "Under the :guilabel:`Salary Computation` tab, Odoo automatically computes payslip rules based on employees, contracts, worked hours, other input types, and salary attachments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Salary computation in Odoo Payroll." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:755 +msgid "The salary structure *Australian Employee* has 35 payslip rules that automatically compute and dynamically display according to the payslip inputs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Salary computation tab of a payslip" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:763 -msgid "**Basic salary:** amount from which tax-deductible lines can be subtracted" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:764 -msgid "**Gross salary:** amount subject to the taxes defined by the salary structure" +msgid "The following rules apply for that pay period in the above example:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:765 -msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgid ":guilabel:`Basic Salary`: pre-sacrifice gross salary" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:766 -msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgid ":guilabel:`Ordinary Time Earnings`: amount to which the super guarantee percentage needs to be applied" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 -msgid "**Superannuation Guarantee:** amount to be provisioned for quarterly payments to the employee’s super account" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid ":guilabel:`Salary Sacrifice Total`: includes the $150 sacrificed to superannuation" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:769 -msgid "**Allowances & Extra pay items:** these lines will show if other inputs are added to the payslip." +msgid ":guilabel:`Taxable Allowance Payments`: includes the $10 allowance (*cents per KM* in this case)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 -msgid "**Other lines:** depending on the employee and contract specifics (Medicare, child support, salary, sacrifice, etc.)" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:771 +msgid ":guilabel:`Taxable Salary`: gross salary amount minus non-taxable amounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 -msgid "When satisfied with the payslip, click :guilabel:`Create Draft entry` to generate a draft accounting journal entry that the accountant can review. Note that in the case of a payslip batch, this accounting entry will sum up balances from all payslips." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid ":guilabel:`Salary Withholding` and :guilabel:`Total Withholding`: amounts to be withheld from the taxable salary" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:778 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:774 +msgid ":guilabel:`Net Salary`: the employee's net wage" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:775 +msgid ":guilabel:`Concessional Super Contribution`: in this scenario, the amount sacrificed to superannuation, payable to the employee's super fund in addition to the super guarantee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:777 +msgid ":guilabel:`Super Guarantee`: as of 01 July 2024, it is computed as 11.5% of the ordinary time earnings amount" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "As of Odoo 18, the most recent tax schedule rates (2024-2025) have been updated for all salary rules and computations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:785 +msgid "Out-of-cycle" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:787 +msgid "In Australia, payslips created without a batch are considered to be *out-of-cycle* runs. Create them by going to :menuselection:`Payroll --> Payslips --> Individual Payslips`. The same payslip rules apply, but the way these payslips are submitted to the ATO in the frame of Single Touch Payroll (STP) is slightly different." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "As of Odoo 18, adding an out-of-cycle payslip to an existing batch is **not** recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:796 +msgid "Finalise pay runs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:799 +msgid "Validate payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:801 +msgid "Once all payslip data is deemed correct, click :guilabel:`Create Draft Entry` on the payslip batch. This can also be done payslip by payslip for control reasons." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:804 +msgid "This has several impacts:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "Marking the batch and its payslips as :guilabel:`Done`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:807 +msgid "Creating a draft accounting entry per payslip or one entry for the whole batch, depending on your payroll settings. At this stage, accountants can post entries to affect the balance sheet, P&L report, and BAS report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:810 +msgid "Preparing the STP submission (or payroll data to be filed to the ATO as part of STP compliance). This needs to be performed by the :guilabel:`STP Responsible` user, defined under :menuselection:`Payroll --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:813 +msgid "Preparing super contribution lines as part of SuperStream compliance. This needs to be done by the :guilabel:`HR Super Send` user selected under :menuselection:`Payroll --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Example of a draft payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:821 +msgid "Submit payroll data to the ATO" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and this step described above does not submit data yet to the ATO." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:827 +msgid "As per ATO requirements, STP submission for a pay run needs to be done on or before the payday. For this reason, submit your STP data to the ATO first before proceeding with payment. To do so, click :guilabel:`Submit to ATO` on the payslip batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:831 +msgid "On the STP record for this pay run, a few useful information is displayed:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:833 +msgid "a warning message if important information is missing," +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:834 +msgid "an automatically generated activity for the STP responsible user, and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:835 +msgid "a summary of payslips contained in this pay run, auditable from this view." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Example of an STP record" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:840 +msgid "Once the STP record is ready to go, click :guilabel:`Submit to ATO`, then read and accept the related terms and conditions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:844 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:311 msgid "Pay employees" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:780 -msgid "After a batch or a payslip’s journal entry has been posted, the company can pay their employees. The user can choose between **two** different **payment methods**." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:846 +msgid "Once the ATO submission is complete, you can proceed to pay your employees. To facilitate the payment matching process, remember to post the payslip-related journal entries prior to validating a payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 -msgid "Pay the employee in batch via **ABA** files. This is **only** possible from the **payslip batch** level. Ensure the batch’s journal entry has been posted to generate the **ABA** file. From the batch form view, click :guilabel:`Create ABA File` and choose the desired bank journal. The newly generated **ABA** file becomes available for download in the field :guilabel:`ABA File`. It is possible to re-generate the ABA file after applying corrections to existing payslips." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:790 -msgid "It is always possible to include an individual payslip into an existing batch in an **ABA** file." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:794 -msgid "An ABA file can only be generated if both the company’s bank account and each employee’s bank account have been properly :ref:`configured `." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 -msgid "From the employee's payslip (:menuselection:`Payroll --> Payslips`), once the payslip's journal entry has been posted, click :guilabel:`Register Payment`. The process is the same as :doc:`paying vendor bills <../accounting/payments>`: select the desired bank journal and payment method, then later reconcile the payment with the corresponding bank statement." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:803 -msgid "One-time payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:805 -msgid "Certain payments, such as **Return-to-Work** payments and **Employment Termination Payments** **(ETP)**, are processed only once and require a slightly different approach." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:809 -msgid "Return-to-Work payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:811 -msgid "A **Return-to-Work** payment is a payment made to an employee to resume working. To process one, create an individual payslip, select the employee, and modify its **regular structure** to :guilabel:`Australia: Return to work`. Then, add the **gross amount** of that payment in the :guilabel:`Other Inputs` section and compute the payslip. Odoo automatically computes the **PAYG withholding**, the **net amount**, and the **super guarantee** corresponding to that payment." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "Although you may decide to pay your employees individually, we recommend creating a batch payment from your payslip batch. To do so, click :guilabel:`Pay` on the payslip batch, and select :guilabel:`ABA Credit Transfer` as the :guilabel:`Payment Method`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Return-to-work payment" +msgid "Selecting the payment method for a payslip batch" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:821 -msgid "Termination payments" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:857 +msgid "This has two impacts:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:823 -msgid "Before proceeding with the employee’s ETP, make sure that a **Contract End Date** has been set on that employee’s contract so that Odoo can automatically compute the final prorated salary of that employee for the current month." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:859 +msgid "Marking the batch and its payslips as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:827 -msgid "First, create the final salary for that employee this month. To do so, create an individual payslip. If the contract end date is set correctly, Odoo will automatically compute the prorated salary up to the final payslip date." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:860 +msgid "Creating a :guilabel:`Payment Batch` linked to the payslip batch." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Termination payment worked days computation in Odoo." +msgid "Example of a paid batch of payslips" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:835 -msgid "We recommend creating a batch on the fly for that payslip, in which the ETP is added as a second payslip of that same batch." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 -msgid "Create a second individual payslip and include it in the same batch. Change the salary structure on that payslip to :guilabel:`Australia: Termination Payments`. Before computing the sheet, it is important to provide the payslip with termination details ." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "When receiving the bank statement in Odoo, you can now match the statement line with the batch payment in one click. The payment is not reconciled against the payslip batch, and all individual payslips." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Termination payment" +msgid "Steps to reconcile a bank statement with a batch payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:845 -msgid ":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice impacts the amounts and caps defined per **ETP** type." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:873 +msgid "Impact on accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:847 -msgid "**ETP types**: see the full list of termination payment types in :guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "Depending on the employee and contract configuration, the journal entry linked to a payslip will be more or less exhaustive." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:879 +msgid "For instance, here is the journal entry generated by the employee Marcus Cook configured above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Example of a journal entry for a payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:884 +msgid "Once posted, predefined accounts will impact the company's balance sheet (PAYGW, wages, and superannuation liabilities) and profit & loss report (wages and superannuation expenses). In addition, the employee's gross wage and PAYG withholding will update the BAS report for the relevant period (see Tax Grid: W1 and W2). Accounts can be adjusted to the company's chart of accounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 -msgid "Payslip other inputs" +msgid "Example of a BAS report PAYG tax witheld section" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:853 -msgid "Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the payslip, then compute the payslip. Odoo computes the **gross ETP**, the **withholding**, the **unused leaves**, and the **net salary** according to the rules defined on the **ETP**, the **employee**, and their **contract**. Once payment for both payslips is ready to be processed, an **ABA** file can be created directly from the batch." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:893 +msgid "Other payroll flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:862 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:8 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 -#: ../../content/applications/finance/fiscal_localizations/singapore.rst:60 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:222 -msgid "Employment Hero payroll" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:896 +msgid "Paying super contributions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:864 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:10 -#: ../../content/applications/finance/fiscal_localizations/singapore.rst:62 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:224 -msgid "If your business is already up and running with :doc:`Employment Hero `, you can use our connector as an alternative payroll solution." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:899 +msgid "Odoo has a partnership with a clearing house to process both superannuation payments and data to the right funds in one click, via direct debit. Odoo is currently in the process of becoming compliant with SuperStream, and an announcement will be made as soon as superannuation contributions can be processed via Odoo's payroll solution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:868 -msgid "To :ref:`configure the Employment Hero API ` for **Australia**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.com.au/`." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:904 +msgid "Once a quarter (or more frequently, in preparation for `Payday Super `_), you have to process superannuation payments to your employees' super funds. To do so, go to :menuselection:`Payroll --> Reporting --> Super Contributions`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Example of a super file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:912 +msgid "When ready to pay, add the :guilabel:`Bank Journal` that will be used to pay the super from, then click :guilabel:`Lock` to prevent the contributions from subsequent payslips from being added to that file. Instead, a new Super file will be created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:916 +msgid "Once the payment has been processed, it can be traced back to the Super file and matched with a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Example of a super file payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 +msgid "Terminating employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:925 +msgid "Employees can be terminated by going to :menuselection:`Payroll --> Reporting --> Terminate Employee`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 +msgid "The following fields must be completed:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:930 +msgid ":guilabel:`Contract End Date`: once the termination is validated, this date will be added to the contract automatically, and mark the contract as :guilabel:`Expired` when the date has been reached." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:933 +msgid ":guilabel:`Cessation Type Code`: a mandatory field for the ATO's STP reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:934 +msgid ":guilabel:`Termination Type`: the type of redundancy (genuine or non-genuine) affects the computation of unused annual and long service leave withholding." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Terminating the contract of an employee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:940 +msgid "The balance of unused annual leaves and long service leaves is displayed for reference." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:942 +msgid "Confirming the termination creates an out-of-cycle payslip with the tag :guilabel:`final pay`. It computes the worked days until the contract end date, in addition to the employee's unused annual and long service leave entitlements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Example of an out-of-cycle payslip of a terminated employee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:949 +msgid "Odoo automatically computes unused leave entitlements based on the employee's current hourly rate leave loading (for annual leaves only), and the remaining leave balance. However, these amounts can be manually edited in the :guilabel:`Other Inputs` table if necessary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:953 +msgid "Employment Termination Payments (ETP) can also be added to the :guilabel:`Other Inputs` table. Odoo has a comprehensive list of excluded and non-excluded ETPs for companies to select from." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Adding employment termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:960 +msgid "Withholding for unused leaves and ETPs is computed according to the ATO's `Schedule 7 `_ and `Schedule 11 `_ and updated as of 01 July 2024." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:966 +msgid "Once an employee has been terminated and the last detailed of their employment resolved, you can archive the employee by clicking the :icon:`fa-cog` (:guilabel:`Actions`) icon, then :icon:`oi-archive` :guilabel:`Archive` on the employee's form view." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:971 +msgid "Switching from another STP software to Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:973 +msgid "When switching from another STP-enabled software to Odoo, you might need to maintain the continuity in the YTD values of your employees. Odoo allows importing employees' YTD values by going to :menuselection:`Payroll --> Configuration --> Settings` and clicking :guilabel:`Import YTD Balances`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Import YTD balances button" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:981 +msgid "For the ATO to recognize the employee records of your previous software and keep a continuity in Odoo, you must enter the:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:984 +msgid ":guilabel:`Previous BMS ID` (one per database)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:985 +msgid ":guilabel:`Previous Payroll ID` (one per employee)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:987 +msgid "Ask your previous software provider if you cannot find its BMS ID or your employees' payroll IDs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Importing YTD balances" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:992 +msgid "This will give you the opportunity to add your employees' YTD opening balances in the current fiscal year. The ATO reports on a lot of different types of YTD. These are represented by the 13 following :guilabel:`Salary Rules` in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Salary rules for an employee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1000 +msgid "Let us say that the employee Marcus Cook has been transitioned from another STP-enabled software on September 1. Marcus has received two monthly payslips in his previous software (for July and August). Here are the YTD balances Marcus's company needs to transfer to Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1007 +msgid "YTD category" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1008 +msgid "YTD balance to transfer" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1009 +msgid "Gross (normal attendance)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1010 +msgid "$13,045.45" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1011 +msgid "Gross (overtime)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1013 +msgid "Paid leave" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1014 +msgid "$954.55" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1015 +msgid "Laundry allowance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1016 +msgid "$200" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1017 +msgid "Total withholding" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1018 +msgid "$2,956" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1019 +msgid "Super Guarantee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1020 +msgid "$1,610" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1022 +msgid "If some YTD balances need to be reported with more granularity to the ATO, you can use the salary rule's inputs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1026 +msgid "For instance, the *Basic Salary* rule can contain six inputs, and three are necessary in our example: regular gross amounts, overtime, and paid leaves. These are all reported differently in terms of YTD amounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Adding YTD inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1033 +msgid "The finalized YTD opening balances for Marcus Cook look like the following." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Example of finalized YTD opening balances" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1038 +msgid "As a result, YTD computations on payslips are based on the employee's opening balances instead of starting from zero." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1042 +msgid "STP finalisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1045 +msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and the finalisation flows described below do not yet submit data to the ATO." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1049 +msgid "EOFY finalisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1051 +msgid "Employers reporting through STP must make a finalization declaration by 14 July each year. To do so, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "EOFY finalisation of an employee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1057 +msgid "Both active and terminated employees to finalise are displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "List of employees to finalise" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1062 +msgid "From the finalisation form view, you can proceed with a final audit of all employees' payslips during the relevant financial year. Once ready, click :guilabel:`Submit to ATO`. When you have made the finalisation declaration, employees will see the status of their payment information change to :guilabel:`Tax ready` on their online income statement after the end of the financial year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1068 +msgid "Individual finalisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1070 +msgid "Odoo also allows you to finalise employees individually during the year. This can be useful when:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1072 +msgid "one-off payments are made after a first finalisation; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1073 +msgid "finalisation after termination of employment during the year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1075 +msgid "To proceed with an individual finalisation, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`, leave the :guilabel:`EOFY Declaration` checkbox unticked, and manually add employees to be finalised." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Individual EOFY finalisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1082 +msgid "Even if you finalise an employee record partway through the financial year, the ATO will not pre-fill the information into the employee's tax return until after the end of the financial year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1086 +msgid "Adjustments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1089 +msgid "Odoo is currently in the process of becoming compliant with STP Phase 2, and the adjustment flows described below do not yet submit data to the ATO." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1093 +msgid "Amend finalisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1095 +msgid "If you need to amend YTD amounts for an employee after a finalisation declaration was made, it is still possible to remove the finalisation indicator for that employee. To do so, go to :menuselection:`Payroll --> Reporting --> STP Finalisation`, select the employee, and leave the :guilabel:`Finalisation` checkbox unticked." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Amending YTD amounts for an employee" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1103 +msgid "When ready, click :guilabel:`Submit to ATO` to file the finalisation update to the ATO." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1105 +msgid "Once the correct YTD details are ready for that employee after amendment, finalise that employee again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1109 +msgid "The ATO expects employers to correct errors within 14 days of detection or, if your pay cycle is longer than 14 days (e.g., monthly), by the date you would be due to lodge the next regular pay event. Finalisation amendments can be done through STP up to five years after the end of the financial year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1114 +msgid "Finalising and amending finalisation for a single employee can also be useful when rehiring an employee within the same financial year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1118 +msgid "Full file replacements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1120 +msgid "An employer can make full file replacements of pay runs to replace the last lodgement sent to the ATO if it turns out to contain significantly inaccurate data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1123 +msgid "To do so, open the last STP submission and click :guilabel:`Replace File`. Then, select which payslips need to be reset by ticking the :guilabel:`Reset Payslip` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Replace file button" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1129 +msgid "Resetting payslips does not create new payslips or a new pay run, but instead:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1131 +msgid "The payslips batch is reset from :guilabel:`Paid` or :guilabel:`Done` to :guilabel:`Confirmed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1132 +msgid "The status of the reset payslips revert back to :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1133 +msgid "The correct payslips remain paid and matched against the original payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1134 +msgid "A new STP submission is created to replace the former one. For traceability purposes, the former STP submission is not deleted but marked as replaced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1137 +msgid "First, correct the reset payslips and create their draft entry. Once done, the :guilabel:`Submit to ATO` reappears on the payslip batch to process the full file replacement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Resubmitting a payslip batch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1143 +msgid "When ready, submit the pay run to the ATO once again. Please note that full file replacements are only meant as a last resort to amend a substantial amount of erroneous data. When possible, the ATO recommends correcting an incorrect payslips by submitting a correction as part of the next pay run or via update event." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1148 +msgid "Moreover, it is not possible to submit a second full file replacement of the same submission, and a full file replacement can only be done once every 24 hours." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1152 +msgid "Zero out YTD values" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1154 +msgid "In case of a mid-year change of several key identifiers, YTD values need to be zeroed out, and then re-posted with the updated key identifier." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1157 +msgid "For the following **company identifiers**, all employees need to be zeroed out:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1159 +msgid "ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1160 +msgid "Branch Code" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1161 +msgid "BMS ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1163 +msgid "For the following **employee identifiers**, only individual employees can be zeroed out:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1165 +msgid "TFN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1166 +msgid "Payroll ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1168 +msgid "Before updating any key identifiers, create a new STP submission by going to :menuselection:`Payroll --> Reporting --> Single Touch Payroll` and:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1171 +msgid "Change the :guilabel:`Submission Type` to :guilabel:`Update`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1172 +msgid "Tick the :guilabel:`Zero Out YTD` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1173 +msgid "Click :guilabel:`Add a line` to specify which employees." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1174 +msgid "Click :guilabel:`Submit to ATO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Creating a new STP submission to zero out YTD values" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1179 +msgid "Once that is done, modify the key identifier(s) to amend." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1181 +msgid "Finally, go back to :menuselection:`Payroll --> Reporting --> Single Touch Payroll` to create and submit a new :guilabel:`Update`, this time without ticking the :guilabel:`Zero Out YTD` checkbox. This will notify the ATO that the previously recorded YTD balances are to be adjusted to the new key identifiers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1187 +msgid "Payroll links to other apps" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1190 +msgid "Time Off" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1192 +msgid "The :doc:`Time Off app <../../hr/time_off>` is natively integrated with the Payroll app in Odoo. Different types of leaves will populate payslips based on the concept of *work entries*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1195 +msgid "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`, and for each type, configure the following two fields under the :guilabel:`Payroll` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1198 +msgid ":guilabel:`Work Entry Type`: defines which work entry should be selected on the :guilabel:`Worked Days` table of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1200 +msgid ":guilabel:`Unused Leave Type`: choose between :guilabel:`Annual`, :guilabel:`Long Service`, or :guilabel:`Personal Leave`. If :guilabel:`Personal Leave` is selected, the remaining leave balance for this time off type will not show up as an entitlement at the time of termination. Unused leaves of the type :guilabel:`Annual` will include leave loading if the employee is eligible for it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Configuring time off types" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1212 +msgid "The :doc:`Expenses app <../expenses>` is also natively integrated with the Payroll app in Odoo. First of all, go to :menuselection:`Expenses --> Configuration --> Settings` and enable :guilabel:`Reimburse in Payslip`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1216 +msgid "When an employee on your payroll submits an approved expense to be reimbursed, you can reimburse them using two ways:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1219 +msgid "If the expense is to be reimbursed outside of a pay run, click :guilabel:`Post Journal Entries`. The payment must be made manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1221 +msgid "If the expense is to be reimbursed as part of the next pay run, click :guilabel:`Report in Next Payslip` instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Two ways of reimbursing an expense" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1227 +msgid "After an expense has been added to the next payslip, you can find it in the :guilabel:`Other Inputs` table. This input type is then computed as an addition to the net salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "The expense reimbursement on a payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1233 +msgid "After paying the employee, the payslip's journal item related to the employee's reimbursement is automatically matched against the expense's vendor bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "The payslip's journal item related to the employee's expense reimbursement" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1240 +msgid "Advanced configurations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1245 +msgid "Other input types" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1247 +msgid "You can access other input types by going to :menuselection:`Payroll --> Configuration --> Other Input Types`. There are 63 other input types related to Australia. We do not recommend using the other ones as part of your payroll solution, since they cannot be used in the frame of STP. You can archive or delete them." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1252 +msgid "On each input type, the following fields are important:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1254 +msgid ":guilabel:`Payment Type` classifies input types in six categories:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1256 +msgid ":guilabel:`Allowance`: a separate amount you pay to your employees in addition to salary and wages. Some of these allowances are mandated by modern awards: laundry, transport, etc." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1260 +msgid "`Contact us `_ if you plan to use allowances subject to varied rates of withholding (such as *cents per KM* or *travel allowances*) to see whether Odoo currently covers your business case." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1265 +msgid "As of Odoo 18, some allowances such as :guilabel:`Laundry: Allowance for approved uniforms` are managed by two other inputs: one to lodge the amount paid up to the ATO limit, and the other one to lodge the amount exceeding the ATO limit. This is necessary for Odoo to compute PAYGW correctly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1269 +msgid "Some businesses may require to shift the reporting of an allowance from :guilabel:`OTE` to :guilabel:`Salary & Wages` depending on the employee. In this case, you must duplicate and re-configure an existing other input type. For example, :guilabel:`Work-Related Non-Expense` allowance is :guilabel:`OTE` by default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1274 +msgid ":guilabel:`Deduction`: union fees and child support deductions are considered deductions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1275 +msgid ":guilabel:`ETP`: employment termination payments. These are either considered excluded or non-excluded (see `ATO's web page on ETP components taxation `_)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1277 +msgid ":guilabel:`Leave`: leave-related other inputs that are not pertaining to a single pay period (lump sum, cashing out leaves while in service, unused leaves, etc.)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1279 +msgid ":guilabel:`Lump Sum`: return to work and lump sum E (for back payments) fall under this category." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1281 +msgid ":guilabel:`Other`: other payments with their own specific logic." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1283 +msgid ":guilabel:`PAYGW Treatment` affects how Odoo withholds tax for this input type: :guilabel:`Regular`, :guilabel:`No PAYG Withholding`, and :guilabel:`Excess Only` (for allowances)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1286 +msgid ":guilabel:`Superannuation Treatment`: :guilabel:`OTE`, :guilabel:`Salary & Wages`, and :guilabel:`Not Salary & Wages`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1288 +msgid ":guilabel:`STP Code`: only visible in :ref:`developer mode `, this field tells Odoo how to report the gross value of this payment to the ATO. We do not recommend changing the value of this field if it was already set by default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1292 +msgid "Grouping other input types by :guilabel:`Payment Type` can help you understand the different scenarios in which these inputs can be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Other input types grouped by payment type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1301 +msgid "Work entry types" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1303 +msgid "A *work entry type* is a type of attendance for employees (e.g., attendance, paid leave, overtime, etc.). A few work entry types are created by default in every Australian database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Default work entry types for the Australian localization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1309 +msgid "Before using Odoo's payroll solution for Australia, it is recommended you trim work entry types to keep the ones you need only by going to :menuselection:`Payroll --> Configuration --> Work Entry Types`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1313 +msgid "For each type, make sure to configure the following fields for Australia:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1315 +msgid ":guilabel:`Is OTE`: determines whether time spent in this category can be considered ordinary time earnings, meaning that the superannuation guarantee rate will apply (e.g., regular attendance, paid leave, etc.)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1318 +msgid ":guilabel:`Penalty Rate`: used to determine the percentage of penalty that applies to time spent in this category. It is important that you configure the penalty rate that applies in your state or industry according to the type of work (e.g., Saturday rate, Sunday rate, overtime rate, etc.)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1321 +msgid ":guilabel:`STP Code`: only visible in :ref:`developer mode `, this field tells Odoo how to report the time spent in this category to the ATO. We do not recommend changing the value of this field if it was already set by default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Configuring a work entry type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1329 +msgid "Current limitations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1331 +msgid "As of Odoo 18, we do not recommend companies to use the Payroll app for the following business flows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1334 +msgid "Income stream types: Foreign Employment Income" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1335 +msgid "Tax treatment category: actors & performers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1336 +msgid "Death benefits reporting" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1337 +msgid "Reporting obligations for WPN (instead of ABN)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1338 +msgid "Allowances subject to a varied rate of withholding (such as *cents per kilometer* allowance and *travel allowances*)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1341 +msgid "`Contact us `_ if you would like to make sure whether Odoo fits your payroll requirements in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1347 +msgid "Employment Hero integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1349 +msgid "If your business is already up and running with Employment Hero, you can use the connector as an alternative payroll solution. The Employment Hero module synchronizes payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done in Employment Hero; Odoo only records the journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1357 +msgid ":ref:`Install ` the Employment Hero Payroll module (`l10n_employment_hero`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1358 +msgid "Configure the Employment Hero API by going to :menuselection:`Accounting --> Configuration --> Settings`. More fields become visible after ticking the :guilabel:`Enable Employment Hero Integration` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Enabling the Employment Hero integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1365 +msgid "Find the :guilabel:`API Key` in the :guilabel:`My Account` section of the Employment Hero platform." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Finding the Employment Hero API key under the My Account section" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1371 +msgid "The :guilabel:`Payroll URL` is pre-filled with `https://keypay.yourpayroll.com.au`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1374 +msgid "Do not change the pre-filled :guilabel:`Payroll URL`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1376 +msgid "Find the :guilabel:`Business Id` in the Employment Hero URL (e.g., `189241`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:0 +msgid "Finding the Employment Hero Business ID in the URL" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1381 +msgid "Select any Odoo journal as the :guilabel:`Payroll Journal` to post the payslip entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1383 +msgid "Configure the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Create the necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the :menuselection:`Matching Employment Hero Tax` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1388 +msgid "The API explained" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1390 +#: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:56 +msgid "The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve the same record in Employment Hero and Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Employment Hero journal entries in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1397 +msgid "By default, the synchronization happens once per week. It is possible to fetch the records manually by going to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Employment Hero`, clicking :guilabel:`Fetch Payruns Manually`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1401 +msgid "Employment Hero payslip entries also work based on double-entry bookkeeping. The accounts used by Employment Hero are defined in the Payroll settings section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:-1 +msgid "Finding the Employment Hero accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1407 +msgid "For the API to work, you must create the same accounts as the default accounts of your Employment Hero business (same name and same code) in Odoo. You also need to choose the correct account types in Odoo to generate accurate financial reports." msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:3 @@ -15938,6 +17682,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:65 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 #: ../../content/applications/finance/fiscal_localizations/italy.rst:37 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:43 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" msgstr "" @@ -15969,6 +17714,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 #: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:165 msgid ":guilabel:`Country`" msgstr "" @@ -15977,6 +17723,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:167 msgid ":guilabel:`Phone`" msgstr "" @@ -16093,6 +17841,15 @@ msgstr "" msgid "The Belgian chart of accounts includes pre-configured accounts as described in the :abbr:`PCMN(Plan Comptable Minimum Normalisé)`. To add a new account, click :guilabel:`New`. A new line appears. Fill it in, click :guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "Default Belgian taxes are created automatically when the :guilabel:`Belgium - Accounting` and the :guilabel:`Belgium - Accounting Reports` modules are installed. Each tax impacts the Belgian :guilabel:`Tax Report`, available by going to :menuselection:`Accounting --> Reporting --> Statements Reports: Tax Report`." msgstr "" @@ -16153,6 +17910,10 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -16517,6 +18278,7 @@ msgid "To revoke the connection between Odoo and CodaBox, go to :menuselection:` msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:135 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid "Electronic invoicing" @@ -16572,153 +18334,157 @@ msgid "Certified POS system" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:452 -msgid "The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online** and **Odoo.sh**. Please refer to the following table to ensure that your POS system is certified." +msgid "The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**, **Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:461 #: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:461 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:462 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:462 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 -msgid "Odoo 17.0" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:464 +msgid "Odoo 18.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:464 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:469 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:473 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:475 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:477 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:479 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:481 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:482 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "Certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 -msgid "Not certified" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 +msgid "Odoo 17.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:475 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:481 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 msgid ":doc:`/administration/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:488 msgid "A `certified POS system `_ must adhere to rigorous government regulations, which means it operates differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:487 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 msgid "Set up and use the **global discounts** feature (the `pos_discount` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 msgid "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:493 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 msgid "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:495 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:497 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 msgid "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 msgid "Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field. There, click :guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 msgid "At the start of a POS session, users must click :guilabel:`Work in` to clock in. Doing so allows the registration of POS orders. If users are not clocked in, they cannot make POS orders. Likewise, they must click :guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:519 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:524 msgid "An FDM, or **black box**, is a government-certified device that works together with the Point of Sale application and saves your POS orders information. Concretely, a **hash** (:dfn:`unique code`) is generated for each POS order and added to its receipt. This allows the government to verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:525 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC04 `_ is supported by Odoo. `Contact the manufacturer (GCV BMC) `_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "Before setting up your database to work with an FDM, ensure you have the following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:537 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:543 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:539 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:544 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:544 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:549 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:546 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:551 msgid "As a pre-requisite, :ref:`activate ` the `Belgian Registered Cash Register` module (technical name: `pos_blackbox_be`)." msgstr "" @@ -16726,7 +18492,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:552 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:557 msgid "Once the module is activated, add your VAT number to your company information. To set it up, go to :menuselection:`Settings --> Companies --> Update Info`, and fill in the :guilabel:`VAT` field. Then, enter a national registration number for every staff member who operates the POS system. To do so, go to the :guilabel:`Employees` app and open an employee form. There, go to :menuselection:`HR settings tab --> Attendance/Point of Sale`, and fill in the :guilabel:`INSZ or BIS number` field." msgstr "" @@ -16734,35 +18500,35 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:562 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:567 msgid "To input your information, click on your avatar, go to :menuselection:`My Profile --> Preference tab`, and enter your INSZ or BIS number in the designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:566 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:571 msgid "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the production database. Utilizing it in a testing environment may result in incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:579 msgid "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered IoT Box. To register your IoT box, you must contact us through our `support contact form `_ and provide the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:579 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:584 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:580 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:582 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:587 msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM." msgstr "" @@ -16770,19 +18536,19 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:589 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:594 msgid "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, select your POS, scroll down to the :guilabel:`Connected Device` section, and enable :guilabel:`IoT Box`. Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:594 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:599 msgid "To be able to use an FDM, you must at least connect one :guilabel:`Receipt Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:599 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:604 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:606 msgid "When you open a POS session and make your initial transaction, you are prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`. The card is delivered by the :abbr:`FPS (Service Public Federal Finances)` upon `registration `_." msgstr "" @@ -16900,6 +18666,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 msgid ":guilabel:`Name`" msgstr "" @@ -16909,11 +18676,13 @@ msgid ":guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:` msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:87 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:89 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:330 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 msgid "In the :guilabel:`Street 2` field, enter the neighborhood." msgstr "" @@ -17221,6 +18990,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:317 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:161 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 @@ -17508,6 +19278,7 @@ msgid ":ref:`Issue a debit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:212 msgid "Invoice cancellation" msgstr "" @@ -18180,11 +19951,6 @@ msgstr "" msgid "`Chilean localization smart tutorial `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:22 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:12 -msgid "Modules" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/chile.rst:24 msgid ":ref:`Install ` the following modules to utilize all the features of the Chilean localization." msgstr "" @@ -18278,6 +20044,7 @@ msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:75 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:199 msgid ":guilabel:`State`" msgstr "" @@ -18500,7 +20267,7 @@ msgid "The official currency rate is provided by `Chilean mindicador.cl `, :ref:`Malaysia `, :ref:`New Zealand `, :ref:`Singapore `, and the :ref:`United Kingdom `." +msgid "Employment hero is available for :ref:`Australia `, :ref:`Malaysia `, :ref:`New Zealand `, :ref:`Singapore `, and the :ref:`United Kingdom `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:43 @@ -21823,10 +23586,6 @@ msgstr "" msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:56 -msgid "The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve the same record in Employment Hero and Odoo." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:-1 msgid "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" @@ -21867,19 +23626,19 @@ msgstr "" msgid "Since January 1st, 2014, every French company is required to produce and transmit this file upon request by the tax authorities for audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:18 -msgid "FEC Import" +#: ../../content/applications/finance/fiscal_localizations/france.rst:20 +msgid "FEC import" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:20 +#: ../../content/applications/finance/fiscal_localizations/france.rst:22 msgid "To make the onboarding of new users easier, Odoo Enterprise's French :ref:`fiscal localization package ` includes the **FEC Import** feature (module name: ``l10n_fr_fec_import``), which enables the import of existing FEC files from older software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:24 +#: ../../content/applications/finance/fiscal_localizations/france.rst:26 msgid "To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings --> Accounting Import`, enable **FEC Import**, and *Save*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:27 +#: ../../content/applications/finance/fiscal_localizations/france.rst:29 msgid "Next, go to :menuselection:`Accounting --> Configuration --> FEC Import`, upload your FEC file, and click on *Import*." msgstr "" @@ -21891,544 +23650,544 @@ msgstr "" msgid "Should multiple files contain any \"Reports à Nouveaux\" (RAN) with the starting balance of the year, you might need to cancel those entries in the User Interface. Odoo makes those entries (RAN) useless." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:38 +#: ../../content/applications/finance/fiscal_localizations/france.rst:42 msgid "File formats" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:40 +#: ../../content/applications/finance/fiscal_localizations/france.rst:44 msgid "FEC files can only be in CSV format, as the XML format is not supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:44 +#: ../../content/applications/finance/fiscal_localizations/france.rst:48 msgid "The FEC CSV file has a plain text format representing a data table, with the first line being a header and defining the list of fields for each entry, and each following line representing one accounting entry, in no predetermined order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:48 +#: ../../content/applications/finance/fiscal_localizations/france.rst:52 msgid "Our module expects the files to meet the following technical specifications:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:50 +#: ../../content/applications/finance/fiscal_localizations/france.rst:54 msgid "**Encoding**: UTF-8, UTF-8-SIG and iso8859_15." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:51 +#: ../../content/applications/finance/fiscal_localizations/france.rst:55 msgid "**Separator**: any of these: `;` or `|` or `,` or `TAB`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:52 +#: ../../content/applications/finance/fiscal_localizations/france.rst:56 msgid "**Line terminators**: both CR+LF (`\\\\r\\\\n`) and LF (`\\\\n`) character groups are supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:53 +#: ../../content/applications/finance/fiscal_localizations/france.rst:57 msgid "**Date format**: `%Y%m%d`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:56 +#: ../../content/applications/finance/fiscal_localizations/france.rst:62 msgid "Fields description and use" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/france.rst:65 msgid "#" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/france.rst:65 msgid "Field name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/france.rst:65 msgid "Use" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/france.rst:65 msgid "Format" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:61 +#: ../../content/applications/finance/fiscal_localizations/france.rst:67 msgid "01" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:61 +#: ../../content/applications/finance/fiscal_localizations/france.rst:67 msgid "JournalCode" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:61 +#: ../../content/applications/finance/fiscal_localizations/france.rst:67 msgid "Journal Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:61 +#: ../../content/applications/finance/fiscal_localizations/france.rst:67 msgid "`journal.code` and `journal.name` if `JournalLib` is not provided" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:61 -#: ../../content/applications/finance/fiscal_localizations/france.rst:64 -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -#: ../../content/applications/finance/fiscal_localizations/france.rst:73 -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 -#: ../../content/applications/finance/fiscal_localizations/france.rst:78 +#: ../../content/applications/finance/fiscal_localizations/france.rst:67 +#: ../../content/applications/finance/fiscal_localizations/france.rst:70 +#: ../../content/applications/finance/fiscal_localizations/france.rst:72 +#: ../../content/applications/finance/fiscal_localizations/france.rst:77 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 #: ../../content/applications/finance/fiscal_localizations/france.rst:81 -#: ../../content/applications/finance/fiscal_localizations/france.rst:86 -#: ../../content/applications/finance/fiscal_localizations/france.rst:93 -#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:87 +#: ../../content/applications/finance/fiscal_localizations/france.rst:92 +#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:110 msgid "Alphanumeric" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:64 +#: ../../content/applications/finance/fiscal_localizations/france.rst:70 msgid "02" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:64 +#: ../../content/applications/finance/fiscal_localizations/france.rst:70 msgid "JournalLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:64 +#: ../../content/applications/finance/fiscal_localizations/france.rst:70 msgid "Journal Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:64 +#: ../../content/applications/finance/fiscal_localizations/france.rst:70 msgid "`journal.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 +#: ../../content/applications/finance/fiscal_localizations/france.rst:72 msgid "03" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 +#: ../../content/applications/finance/fiscal_localizations/france.rst:72 msgid "EcritureNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 +#: ../../content/applications/finance/fiscal_localizations/france.rst:72 msgid "Numbering specific to each journal sequence number of the entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 +#: ../../content/applications/finance/fiscal_localizations/france.rst:72 msgid "`move.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 msgid "04" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 msgid "EcritureDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 msgid "Accounting entry Date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:90 msgid "`move.date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +#: ../../content/applications/finance/fiscal_localizations/france.rst:105 msgid "Date (yyyyMMdd)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 +#: ../../content/applications/finance/fiscal_localizations/france.rst:77 msgid "05" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +#: ../../content/applications/finance/fiscal_localizations/france.rst:77 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "CompteNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 +#: ../../content/applications/finance/fiscal_localizations/france.rst:77 msgid "Account Number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 +#: ../../content/applications/finance/fiscal_localizations/france.rst:77 msgid "`account.code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:73 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "06" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:73 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "CompteLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:73 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "Account Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:73 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "`account.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "07" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "CompAuxNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "Secondary account Number (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "`partner.ref`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:78 +#: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "08" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:78 +#: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "CompAuxLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:78 +#: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "Secondary account Label (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:78 +#: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "`partner.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:87 msgid "09" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:87 msgid "PieceRef" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:87 msgid "Document Reference" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:87 msgid "`move.ref` and `move.name` if `EcritureNum` is not provided" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:90 msgid "PieceDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:90 msgid "Document Date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:86 +#: ../../content/applications/finance/fiscal_localizations/france.rst:92 msgid "11" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:86 +#: ../../content/applications/finance/fiscal_localizations/france.rst:92 msgid "EcritureLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:86 +#: ../../content/applications/finance/fiscal_localizations/france.rst:92 msgid "Account entry Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:86 +#: ../../content/applications/finance/fiscal_localizations/france.rst:92 msgid "`move_line.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "Debit amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "`move_line.debit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:107 +#: ../../content/applications/finance/fiscal_localizations/france.rst:117 msgid "Float" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 msgid "13" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "Credit amount (Field name \"Crédit\" is not allowed)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "`move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:93 +#: ../../content/applications/finance/fiscal_localizations/france.rst:99 msgid "14" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:93 +#: ../../content/applications/finance/fiscal_localizations/france.rst:99 msgid "EcritureLet" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:93 +#: ../../content/applications/finance/fiscal_localizations/france.rst:99 msgid "Accounting entry cross reference (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:93 +#: ../../content/applications/finance/fiscal_localizations/france.rst:99 msgid "`move_line.fec_matching_number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 msgid "15" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 msgid "DateLet" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 msgid "Accounting entry date (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +#: ../../content/applications/finance/fiscal_localizations/france.rst:105 msgid "unused" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:105 msgid "16" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:105 msgid "ValidDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:105 msgid "Accounting entry validation date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 +#: ../../content/applications/finance/fiscal_localizations/france.rst:107 msgid "17" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 +#: ../../content/applications/finance/fiscal_localizations/france.rst:107 msgid "Montantdevise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 +#: ../../content/applications/finance/fiscal_localizations/france.rst:107 msgid "Currency amount (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 +#: ../../content/applications/finance/fiscal_localizations/france.rst:107 msgid "`move_line.amount_currency`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +#: ../../content/applications/finance/fiscal_localizations/france.rst:110 msgid "18" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +#: ../../content/applications/finance/fiscal_localizations/france.rst:110 msgid "Idevise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +#: ../../content/applications/finance/fiscal_localizations/france.rst:110 msgid "Currency identifier (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +#: ../../content/applications/finance/fiscal_localizations/france.rst:110 msgid "`currency.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:108 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "These two fields can be found in place of the others in the sence above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:117 msgid "Montant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:117 msgid "Amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:117 msgid "`move_line.debit` or `move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 msgid "Sens" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 msgid "Can be \"C\" for Credit or \"D\" for Debit" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 msgid "determines `move_line.debit` or `move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 msgid "Char" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:119 +#: ../../content/applications/finance/fiscal_localizations/france.rst:127 msgid "Implementation details" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 +#: ../../content/applications/finance/fiscal_localizations/france.rst:129 msgid "The following accounting entities are imported from the FEC files: **Accounts, Journals, Partners**, and **Moves**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 +#: ../../content/applications/finance/fiscal_localizations/france.rst:132 msgid "Our module determines the encoding, the line-terminator character, and the separator that are used in the file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:127 +#: ../../content/applications/finance/fiscal_localizations/france.rst:135 msgid "A check is then performed to see if every line has the correct number of fields corresponding to the header." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:130 +#: ../../content/applications/finance/fiscal_localizations/france.rst:138 msgid "If the check passes, then the file is read in full, kept in memory, and scanned. Accounting entities are imported one type at a time, in the following order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:134 +#: ../../content/applications/finance/fiscal_localizations/france.rst:144 msgid "Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:136 +#: ../../content/applications/finance/fiscal_localizations/france.rst:146 msgid "Every accounting entry is related to an account, which should be determined by the field `CompteNum`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:140 +#: ../../content/applications/finance/fiscal_localizations/france.rst:152 msgid "Code matching" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:142 +#: ../../content/applications/finance/fiscal_localizations/france.rst:154 msgid "Should a similar account code already be present in the system, the existing one is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:145 +#: ../../content/applications/finance/fiscal_localizations/france.rst:157 msgid "Accounts in Odoo generally have a number of digits that are default for the fiscal localization. As the FEC module is related to the French localization, the default number of relevant digits is 6." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:148 +#: ../../content/applications/finance/fiscal_localizations/france.rst:160 msgid "This means that the account codes the trailing zeroes are right-trimmed, and that the comparison between the account codes in the FEC file and the ones already existing in Odoo is performed only on the first six digits of the codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:153 +#: ../../content/applications/finance/fiscal_localizations/france.rst:165 msgid "The account code `65800000` in the file is matched against an existing `658000` account in Odoo, and that account is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:157 +#: ../../content/applications/finance/fiscal_localizations/france.rst:171 msgid "Reconcilable flag" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:159 +#: ../../content/applications/finance/fiscal_localizations/france.rst:173 msgid "An account is technically flagged as *reconcilable* if the first line in which it appears has the `EcritureLet` field filled out, as this flag means that the accounting entry is going to be reconciled with another one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:165 +#: ../../content/applications/finance/fiscal_localizations/france.rst:179 msgid "In case the line somehow has this field not filled out, but the entry still has to be reconciled with a payment that hasn't yet been recorded, this isn't a problem anyway; the account is flagged as reconcilable as soon as the import of the move lines requires it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:170 -msgid "Account type and Templates matching" +#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +msgid "Account type and templates matching" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:172 +#: ../../content/applications/finance/fiscal_localizations/france.rst:188 msgid "As the **type** of the account is not specified in the FEC format, **new** accounts are created with the default type *Current Assets* and then, at the end of the import process, they are matched against the installed Chart of Account templates. Also, the *reconcile* flag is also computed this way." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:177 +#: ../../content/applications/finance/fiscal_localizations/france.rst:193 msgid "The match is done with the left-most digits, starting by using all digits, then 3, then 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:182 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:54 msgid "Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:182 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 msgid "Full comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:182 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 msgid "3-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:182 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 msgid "2-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:184 +#: ../../content/applications/finance/fiscal_localizations/france.rst:200 #: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/fiscal_localizations/france.rst:184 +#: ../../content/applications/finance/fiscal_localizations/france.rst:200 +#: ../../content/applications/finance/fiscal_localizations/france.rst:200 msgid "`400000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:184 +#: ../../content/applications/finance/fiscal_localizations/france.rst:200 msgid "`400`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +#: ../../content/applications/finance/fiscal_localizations/france.rst:200 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "`40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "`40100000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "`401`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:188 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 msgid "**Result**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:188 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 msgid "Match **found**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:191 +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 msgid "The type of the account is then flagged as *payable* and *reconcilable* as per the account template." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:196 +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 msgid "Journals are also checked against those already existing in Odoo to avoid duplicates, also in the case of multiple FEC files imports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:199 +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 msgid "Should a similar journal code already be present in the system, the existing one is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:220 msgid "New journals have their name prefixed by the string ``FEC-``." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:205 +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 msgid "`ACHATS` -> `FEC-ACHATS`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +#: ../../content/applications/finance/fiscal_localizations/france.rst:225 msgid "The journals are *not* archived, the user is entitled to handle them as he wishes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:210 +#: ../../content/applications/finance/fiscal_localizations/france.rst:230 msgid "Journal type determination" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 msgid "The journal type is also not specified in the format (as per the accounts) and therefore it is at first created with the default type `general`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:215 +#: ../../content/applications/finance/fiscal_localizations/france.rst:235 msgid "At the end of the import process, the type is determined as per these rules regarding related moves and accounts:" msgstr "" @@ -22460,366 +24219,494 @@ msgstr "" msgid "`general`: for everything else." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:231 +#: ../../content/applications/finance/fiscal_localizations/france.rst:251 msgid "A minimum of three moves is necessary for journal type identification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 msgid "A threshold of 70% of moves must correspond to a criteria for a journal type to be determined." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:235 +#: ../../content/applications/finance/fiscal_localizations/france.rst:255 msgid "Suppose we are analyzing the moves that share a certain `journal_id`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:238 -#: ../../content/applications/finance/fiscal_localizations/france.rst:269 +#: ../../content/applications/finance/fiscal_localizations/france.rst:258 +#: ../../content/applications/finance/fiscal_localizations/france.rst:293 msgid "Moves" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +#: ../../content/applications/finance/fiscal_localizations/france.rst:258 msgid "Count" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +#: ../../content/applications/finance/fiscal_localizations/france.rst:258 msgid "Percentage" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:240 +#: ../../content/applications/finance/fiscal_localizations/france.rst:260 msgid "that have a sale account line and no purchase account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:242 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 msgid "that have a purchase account line and no sale account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:242 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 msgid "25%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 msgid "that have a liquidity account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 msgid "3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 msgid "**75%**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:246 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 #: ../../content/applications/finance/fiscal_localizations/india.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Total**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:246 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 msgid "4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:246 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 msgid "100%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +#: ../../content/applications/finance/fiscal_localizations/france.rst:269 msgid "The journal `type` would be `bank`, because the bank moves percentage (75%) exceeds the threshold (70%)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:253 +#: ../../content/applications/finance/fiscal_localizations/france.rst:275 msgid "Partners" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:255 +#: ../../content/applications/finance/fiscal_localizations/france.rst:277 msgid "Each partner keeps its `Reference` from the field `CompAuxNum`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:259 +#: ../../content/applications/finance/fiscal_localizations/france.rst:281 msgid "These fields are searchable, in line with former FEC imports on the accounting expert's side for fiscal/audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:286 msgid "Users can merge partners with the Data Cleaning App, where Vendors and Customers or similar partner entries may be merged by the user, with assistance from the system that groups them by similar entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:271 +#: ../../content/applications/finance/fiscal_localizations/france.rst:295 msgid "Entries are immediately posted and reconciled after submission, using the `EcritureLet` field to do the matching between the entries themselves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:274 +#: ../../content/applications/finance/fiscal_localizations/france.rst:298 msgid "The `EcritureNum` field represents the name of the moves. We noticed that sometimes it may not be filled out. In this case, the field `PieceRef` is used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:278 +#: ../../content/applications/finance/fiscal_localizations/france.rst:304 msgid "Rounding issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:280 +#: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "There is a rounding tolerance with a currency-related precision on debit and credit (i.e., 0.01 for EUR). Under this tolerance, a new line is added to the move, named *Import rounding difference*, targeting the accounts:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:284 +#: ../../content/applications/finance/fiscal_localizations/france.rst:310 msgid "`658000` Charges diverses de gestion courante, for added debits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:285 +#: ../../content/applications/finance/fiscal_localizations/france.rst:311 msgid "`758000` Produits divers de gestion courante, for added credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:288 +#: ../../content/applications/finance/fiscal_localizations/france.rst:316 msgid "Missing move name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:290 +#: ../../content/applications/finance/fiscal_localizations/france.rst:318 msgid "Should the `EcritureNum` not be filled out, it may also happen that the `PieceRef` field is also not suited to determine the move name (it may be used as an accounting move line reference) leaving no way to actually find which lines are to be grouped in a single move, and effectively impeding the creation of balanced moves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:295 +#: ../../content/applications/finance/fiscal_localizations/france.rst:323 msgid "One last attempt is made, grouping all lines from the same journal and date (`JournalLib`, `EcritureDate`). Should this grouping generate balanced moves (sum(credit) - sum(debit) = 0), then each different combination of journal and date creates a new move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:300 +#: ../../content/applications/finance/fiscal_localizations/france.rst:328 msgid "`ACH` + `2021/05/01` --> new move on journal `ACH` with name `20210501`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:302 +#: ../../content/applications/finance/fiscal_localizations/france.rst:330 msgid "Should this attempt fail, the user is prompted an error message with all the move lines that are supposedly unbalanced." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:308 +#: ../../content/applications/finance/fiscal_localizations/france.rst:338 msgid "If a line has the partner information specified, the information is copied to the accounting move itself if the targeted Journal is of type *payable* or *receivable*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:312 +#: ../../content/applications/finance/fiscal_localizations/france.rst:344 msgid "Export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:314 +#: ../../content/applications/finance/fiscal_localizations/france.rst:346 msgid "If you have installed the French :ref:`fiscal localization package `, you should be able to download the FEC. To do so, go to :menuselection:`Accounting --> Reporting --> France --> FEC`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:320 +#: ../../content/applications/finance/fiscal_localizations/france.rst:352 msgid "If you do not see the submenu **FEC**, go to :menuselection:`Apps`, remove the *Apps* filter, then search for the module named **France-FEC** and make sure it is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:325 +#: ../../content/applications/finance/fiscal_localizations/france.rst:357 msgid "`Official Technical Specification (fr) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:327 +#: ../../content/applications/finance/fiscal_localizations/france.rst:359 msgid "`Test-Compta-Demat (Official FEC Testing tool) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:331 -msgid "French Accounting Reports" +#: ../../content/applications/finance/fiscal_localizations/france.rst:365 +msgid "French accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:333 +#: ../../content/applications/finance/fiscal_localizations/france.rst:367 msgid "If you have installed the French Accounting, you will have access to some accounting reports specific to France:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:336 +#: ../../content/applications/finance/fiscal_localizations/france.rst:370 msgid "Bilan comptable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:337 +#: ../../content/applications/finance/fiscal_localizations/france.rst:371 msgid "Compte de résultats" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:338 +#: ../../content/applications/finance/fiscal_localizations/france.rst:372 msgid "Plan de Taxes France" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:341 -msgid "Get the VAT anti-fraud certification with Odoo" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:343 -msgid "As of January 1st 2018, a new anti-fraud legislation comes into effect in France and DOM-TOM. This new legislation stipulates certain criteria concerning the inalterability, security, storage and archiving of sales data. These legal requirements are implemented in Odoo, version 9 onward, through a module and a certificate of conformity to download." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:350 -msgid "Is my company required to use anti-fraud software?" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:352 -msgid "Your company is required to use an anti-fraud cash register software like Odoo (CGI art. 286, I. 3° bis) if:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:355 -msgid "You are taxable (not VAT exempt) in France or any DOM-TOM," -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:356 -msgid "Some of your customers are private individuals (B2C)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:358 -msgid "This rule applies to any company size. Auto-entrepreneurs are exempted from VAT and therefore are not affected." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:362 -msgid "Get certified with Odoo" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:364 -msgid "Getting compliant with Odoo is very easy." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:366 -msgid "Your company is requested by the tax administration to deliver a certificate of conformity testifying that your software complies with the anti-fraud legislation. This certificate is granted by Odoo SA to Odoo Enterprise users `here `_. If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise ` or contact your Odoo service provider." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:373 -msgid "In case of non-conformity, your company risks a fine of €7,500." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:375 -msgid "To get the certification, just follow the following steps:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/france.rst:377 -msgid "If you use **Odoo Point of Sale**, :ref:`install ` the **France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`, removing the *Apps* filter, then searching for *l10n_fr_pos_cert*, and installing the module." +msgid "Liasse fiscale" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:381 -msgid "Make sure a country is set on your company, otherwise your entries won’t be encrypted for the inalterability check. To edit your company’s data, go to :menuselection:`Settings --> Users & Companies --> Companies`. Select a country from the list; Do not create a new country." +#: ../../content/applications/finance/fiscal_localizations/france.rst:379 +msgid "The *liasse fiscale* (tax returns) is a collection of standardized financial documents that businesses must submit annually to the tax authorities. It comprehensively summarizes the company’s financial activities and determines corporate taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:385 -msgid "Download the mandatory certificate of conformity delivered by Odoo SA `here `__." +#: ../../content/applications/finance/fiscal_localizations/france.rst:383 +msgid "`Teledec `_ is a platform used to prepare and submit tax returns using data from accounting records. To synchronize your accounting data stored in Odoo with Teledec and electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances Publiques), follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:388 +msgid ":ref:`localization/france/teledec-account`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:389 -msgid "To install the module in any system created before December 18th 2017, you should update the modules list. To do so, activate the :ref:`developer mode `. Then go to the *Apps* menu and press *Update Modules List* in the top-menu." +msgid ":ref:`localization/france/teledec-registration`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:393 -msgid "In case you run Odoo on-premise, you need to update your installation and restart your server beforehand." +#: ../../content/applications/finance/fiscal_localizations/france.rst:390 +msgid ":ref:`localization/france/teledec-synchronization`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:395 -msgid "If you have installed the initial version of the anti-fraud module (prior to December 18th 2017), you need to update it. The module's name was *France - Accounting - Certified CGI 286 I-3 bis*. After an update of the modules list, search for the updated module in *Apps*, select it and click *Upgrade*. Finally, make sure the following module *l10n_fr_sale_closing* is installed." +msgid "Teledec account creation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:397 +msgid "To create a Teledec account, access the `Teledec account creation page `_ and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password, accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises, Business Directory Identification System)` number of the company." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:404 -msgid "Anti-fraud features" +msgid "If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:406 -msgid "The anti-fraud module introduces the following features:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:408 -msgid "**Inalterability**: deactivation of all the ways to cancel or modify key data of POS orders, invoices and journal entries;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:410 -msgid "**Security**: chaining algorithm to verify the inalterability;" +#: ../../content/applications/finance/fiscal_localizations/france.rst:409 +msgid "Company registration and fiscal year information" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:411 -msgid "**Storage**: automatic sales closings with computation of both period and cumulative totals (daily, monthly, annually)." +msgid "To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click :guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and :guilabel:`Représentant légal` (Legal representative) sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:415 -msgid "Inalterability" +#: ../../content/applications/finance/fiscal_localizations/france.rst:416 +msgid ":guilabel:`Nom de l'entreprise`: Company's name." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:417 -msgid "All the possible ways to cancel and modify key data of paid POS orders, confirmed invoices and journal entries are deactivated, if the company is located in France or in any DOM-TOM." +msgid ":guilabel:`Forme juridique`: Select the company's legal form." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:418 +msgid ":guilabel:`Les comptes sont clôturés le`: Closing date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:419 +msgid ":guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:420 +msgid ":guilabel:`Adresse du siège social`: Head office address." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:421 +msgid ":guilabel:`Nom du représentant légal`: Legal representative's name." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:422 +msgid ":guilabel:`Agissant en qualité de`: Legal representative's function." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:423 -msgid "If you run a multi-companies environment, only the documents of such companies are impacted." +msgid ":guilabel:`Numéro de téléphone`: Phone number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:426 -msgid "Security" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:428 -msgid "To ensure inalterability, every order or journal entry is encrypted upon validation. This number (or hash) is calculated from the key data of the document as well as from the hash of the precedent documents." +#: ../../content/applications/finance/fiscal_localizations/france.rst:425 +msgid "Click :guilabel:`Sauvegarder` (Save) to display the next step :guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end dates or the closing date and duration of the previous fiscal period. After saving, the list of documents included in the *liasse fiscale* is displayed, including both standard tax forms and those customized for the company’s tax return." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:433 -msgid "The module introduces an interface to test the data inalterability. If any information is modified on a document after its validation, the test will fail. The algorithm recomputes all the hashes and compares them against the initial ones. In case of failure, the system points out the first corrupted document recorded in the system." +msgid "The :guilabel:`Etat` (Status) column shows the progress of the document filing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:439 -msgid "Users with *Manager* access rights can launch the inalterability check. For POS orders, go to :menuselection:`Point of Sales --> Reporting --> French Statements`. For invoices or journal entries, go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`." +#: ../../content/applications/finance/fiscal_localizations/france.rst:434 +msgid "Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:446 -msgid "Storage" +#: ../../content/applications/finance/fiscal_localizations/france.rst:435 +msgid "To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and select the :guilabel:`Imprimer la déclaration avec les notices` option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:441 +msgid "Odoo synchronization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:443 +msgid "To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click :guilabel:`Autres actions` (Other actions) in the top-right corner and select :guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then :guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:448 -msgid "The system also processes automatic sales closings on a daily, monthly and annual basis. Such closings distinctly compute the sales total of the period as well as the cumulative grand totals from the very first sales entry recorded in the system." +msgid "In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following information to complete the synchronization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:451 +msgid ":guilabel:`Nom / URL complète de la base de données ODOO`: Odoo database name or URL. To provide the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com` option." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:454 -msgid "Closings can be found in the *French Statements* menu of Point of Sale, Invoicing and Accounting apps." +msgid ":guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:459 -msgid "Closings compute the totals for journal entries of sales journals (Journal Type = Sales)." +#: ../../content/applications/finance/fiscal_localizations/france.rst:455 +msgid ":guilabel:`Clé API`: :ref:`API key ` generated by the Odoo instance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:461 -msgid "For multi-companies environments, such closings are performed by company." +#: ../../content/applications/finance/fiscal_localizations/france.rst:457 +msgid "Next, click :guilabel:`Importer` to synch data from Odoo. In the :guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the synchronization of the *liasse fiscale* with Odoo and import the balance." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:463 -msgid "POS orders are posted as journal entries at the closing of the POS session. Closing a POS session can be done anytime. To prompt users to do it on a daily basis, the module prevents from resuming a session opened more than 24 hours ago. Such a session must be closed before selling again." +msgid "Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made previously." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:469 -msgid "A period’s total is computed from all the journal entries posted after the previous closing of the same type, regardless of their posting date. If you record a new sales transaction for a period already closed, it will be counted in the very next closing." +#: ../../content/applications/finance/fiscal_localizations/france.rst:466 +msgid "To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi de la déclaration`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:476 -msgid "For test & audit purposes such closings can be manually generated in the :ref:`developer mode `." +#: ../../content/applications/finance/fiscal_localizations/france.rst:472 +msgid "Get the VAT anti-fraud certification with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:478 -msgid "Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:481 -msgid "Responsibilities" +#: ../../content/applications/finance/fiscal_localizations/france.rst:474 +msgid "As of January 1st 2018, a new anti-fraud legislation comes into effect in France and DOM-TOM. This new legislation stipulates certain criteria concerning the inalterability, security, storage and archiving of sales data. These legal requirements are implemented in Odoo, version 9 onward, through a module and a certificate of conformity to download." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:483 +msgid "Is my company required to use anti-fraud software?" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:485 +msgid "Your company is required to use an anti-fraud cash register software like Odoo (CGI art. 286, I. 3° bis) if:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:488 +msgid "You are taxable (not VAT exempt) in France or any DOM-TOM," +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:489 +msgid "Some of your customers are private individuals (B2C)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:491 +msgid "This rule applies to any company size. Auto-entrepreneurs are exempted from VAT and therefore are not affected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:497 +msgid "Get certified with Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:499 +msgid "Getting compliant with Odoo is very easy." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:501 +msgid "Your company is requested by the tax administration to deliver a certificate of conformity testifying that your software complies with the anti-fraud legislation. This certificate is granted by Odoo SA to Odoo Enterprise users `here `_. If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise ` or contact your Odoo service provider." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:508 +msgid "In case of non-conformity, your company risks a fine of €7,500." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:510 +msgid "To get the certification, just follow the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:512 +msgid "If you use **Odoo Point of Sale**, :ref:`install ` the **France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`, removing the *Apps* filter, then searching for *l10n_fr_pos_cert*, and installing the module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:516 +msgid "Make sure a country is set on your company, otherwise your entries won’t be encrypted for the inalterability check. To edit your company’s data, go to :menuselection:`Settings --> Users & Companies --> Companies`. Select a country from the list; Do not create a new country." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:520 +msgid "Download the mandatory certificate of conformity delivered by Odoo SA `here `__." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:524 +msgid "To install the module in any system created before December 18th 2017, you should update the modules list. To do so, activate the :ref:`developer mode `. Then go to the *Apps* menu and press *Update Modules List* in the top-menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:528 +msgid "In case you run Odoo on-premise, you need to update your installation and restart your server beforehand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:530 +msgid "If you have installed the initial version of the anti-fraud module (prior to December 18th 2017), you need to update it. The module's name was *France - Accounting - Certified CGI 286 I-3 bis*. After an update of the modules list, search for the updated module in *Apps*, select it and click *Upgrade*. Finally, make sure the following module *l10n_fr_sale_closing* is installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:541 +msgid "Anti-fraud features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:543 +msgid "The anti-fraud module introduces the following features:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:545 +msgid "**Inalterability**: deactivation of all the ways to cancel or modify key data of POS orders, invoices and journal entries;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:547 +msgid "**Security**: chaining algorithm to verify the inalterability;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:548 +msgid "**Storage**: automatic sales closings with computation of both period and cumulative totals (daily, monthly, annually)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:554 +msgid "Inalterability" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:556 +msgid "All the possible ways to cancel and modify key data of paid POS orders, confirmed invoices and journal entries are deactivated, if the company is located in France or in any DOM-TOM." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:562 +msgid "If you run a multi-companies environment, only the documents of such companies are impacted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:567 +msgid "Security" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:569 +msgid "To ensure inalterability, every order or journal entry is encrypted upon validation. This number (or hash) is calculated from the key data of the document as well as from the hash of the precedent documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:574 +msgid "The module introduces an interface to test the data inalterability. If any information is modified on a document after its validation, the test will fail. The algorithm recomputes all the hashes and compares them against the initial ones. In case of failure, the system points out the first corrupted document recorded in the system." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:580 +msgid "Users with *Manager* access rights can launch the inalterability check. For POS orders, go to :menuselection:`Point of Sales --> Reporting --> French Statements`. For invoices or journal entries, go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:589 +msgid "Storage" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:591 +msgid "The system also processes automatic sales closings on a daily, monthly and annual basis. Such closings distinctly compute the sales total of the period as well as the cumulative grand totals from the very first sales entry recorded in the system." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:597 +msgid "Closings can be found in the *French Statements* menu of Point of Sale, Invoicing and Accounting apps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:602 +msgid "Closings compute the totals for journal entries of sales journals (Journal Type = Sales)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:604 +msgid "For multi-companies environments, such closings are performed by company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:606 +msgid "POS orders are posted as journal entries at the closing of the POS session. Closing a POS session can be done anytime. To prompt users to do it on a daily basis, the module prevents from resuming a session opened more than 24 hours ago. Such a session must be closed before selling again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:612 +msgid "A period’s total is computed from all the journal entries posted after the previous closing of the same type, regardless of their posting date. If you record a new sales transaction for a period already closed, it will be counted in the very next closing." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:619 +msgid "For test & audit purposes such closings can be manually generated in the :ref:`developer mode `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:621 +msgid "Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:626 +msgid "Responsibilities" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:628 msgid "Do not uninstall the module! If you do so, the hashes will be reset and none of your past data will be longer guaranteed as being inalterable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:486 +#: ../../content/applications/finance/fiscal_localizations/france.rst:631 msgid "Users remain responsible for their Odoo instance and must use it with due diligence. It is not permitted to modify the source code which guarantees the inalterability of data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:490 +#: ../../content/applications/finance/fiscal_localizations/france.rst:635 msgid "Odoo absolves itself of all and any responsibility in case of changes in the module’s functions caused by 3rd party applications not certified by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:494 -msgid "More Information" +#: ../../content/applications/finance/fiscal_localizations/france.rst:641 +msgid "More information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:496 +#: ../../content/applications/finance/fiscal_localizations/france.rst:643 msgid "You can find more information about this legislation in the following official documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:500 +#: ../../content/applications/finance/fiscal_localizations/france.rst:647 msgid "`Frequently Asked Questions `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:502 +#: ../../content/applications/finance/fiscal_localizations/france.rst:649 msgid "`Official Statement `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:504 +#: ../../content/applications/finance/fiscal_localizations/france.rst:651 msgid "`Item 88 of Finance Law 2016 `_" msgstr "" @@ -24316,6 +26203,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:99 #: ../../content/applications/finance/fiscal_localizations/india.rst:280 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:130 #: ../../content/applications/finance/payment_providers/paypal.rst:42 msgid "Configuration in Odoo" msgstr "" @@ -24334,6 +26222,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:121 #: ../../content/applications/finance/fiscal_localizations/india.rst:292 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 msgid "Workflow" msgstr "" @@ -25300,10 +27189,6 @@ msgstr "" msgid "Reverse charge tax grid from the VJ section of the Tax Declaration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:149 -msgid "E-invoicing" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/italy.rst:151 msgid "The :abbr:`SdI (Sistema di Interscambio)` is the :doc:`electronic invoicing <../accounting/customer_invoices/electronic_invoicing>` system used in Italy. It enables the sending and receiving of electronic invoices to and from customers. The documents must be in an XML :abbr:`EDI (Electronic Data Interchange)` format called **FatturaPA** and formally validated by the system before being delivered." msgstr "" @@ -25788,7 +27673,7 @@ msgid "Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:513 -msgid "Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GT08`." +msgid "Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GTO8`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:515 @@ -25919,6 +27804,127 @@ msgstr "" msgid "If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days, you need to contact the :abbr:`PA (Public Administration)` business directly, sending them both the invoice and the received deadline notification by email. You can make an arrangement with them and manually set the correct :guilabel:`SdI State` on your invoice." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/italy.rst:633 +msgid "Point of Sale fiscal printers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:635 +msgid "Fiscal regulations mandate using certified RT devices, such as RT printers or RT servers, to ensure compliant sales receipts and secure communication with the Tax Authority. These devices automatically transmit fiscal data daily. RT printers, designed for individual POS terminals, handle transactions, print receipts, and report to the authorities, ensuring data integrity and compliance." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:641 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:56 +msgid "Simulation mode" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:644 +msgid "Since the simulation mode sends data to the authorities, it should only be enabled at the very start of the printer's configuration process. Once the printer is switched to the production mode, it cannot be reverted to the simulation mode." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 +msgid "To test the fiscal printer setup with Odoo, configure the fiscal printer in the simulation mode as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:651 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:680 +msgid "Make sure the fiscal printer is set to its default state: printer on, start-up cycle complete, and no transaction in progress." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:653 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:682 +msgid "Type `3333`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:654 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:683 +msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scleta Funzione`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:655 +msgid "Type `14`. The screen displays :guilabel:`Apprendimento`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:656 +msgid "Type `62`. The screen displays :guilabel:`Simulazione`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 +msgid "To turn the :guilabel:`no` into a :guilabel:`si`, press :guilabel:`X`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:658 +msgid "To confirm, press :guilabel:`Contante`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:659 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 +msgid "Press :guilabel:`Chiave`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:661 +msgid "To configure the printer for production, repeat the steps above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:664 +msgid "To test the printer configuration, the physical device must first be obtained and registered with the relevant authorities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:668 +msgid "Setting up the printer to work with Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:670 +msgid "Fiscal printers are meant to work only in the local network. This means the printer and the device running :doc:`Odoo Point of Sale ` must be connected to the same network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:674 +msgid "Fiscal printers are typically configured to use HTTP by default. To ensure compatibility with Odoo, the settings must be updated to enable HTTPS support on the printer. This can be done using either the EpsonFPWizard configuration software or the keyboard connected to the printer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 +msgid "To set up the fiscal printer using the keyboard, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:684 +msgid "Type `34`. The screen displays :guilabel:`Web Server`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:685 +msgid "Press :guilabel:`Contante` 3 times until the screen displays :guilabel:`Web Server: SSL`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 +msgid "To turn the value `0` into a `1`, press :guilabel:`X`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 +msgid "To confirm, press :guilabel:`Contante` 3 times." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:690 +msgid "Then, log in to the printer with the device that runs :doc:`Odoo Point of Sale ` so it recognizes the printer's certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:693 +msgid "To approve and install the printer's certificate, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:695 +msgid "Access the printer by opening a web browser and entering `https://` in the address bar. A :guilabel:`Warning: Potential Security Risk Ahead` security message appears." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:697 +msgid "Click :guilabel:`Advanced` to show the certificate approval options." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:698 +msgid "Click :guilabel:`Proceed` to validate the certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:700 +msgid "Then, to ensure :doc:`Odoo Point of Sale ` is configured with the fiscal printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the :guilabel:`Connected Devices` section, add the IP address in the :guilabel:`Italian Fiscal Printer IP address` and enable :guilabel:`Use HTTPS`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/kenya.rst:3 msgid "Kenya" msgstr "" @@ -26285,6 +28291,18 @@ msgstr "" msgid "The product(s) must be :ref:`registered ` for the stock move to be sent to eTIMS. If the product has not been registered yet, a yellow banner will prompt the products' registration." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:262 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/kenya.rst:264 msgid "Odoo automatically fetches new vendor bills from eTIMS every day. You need to confirm the fetched vendor bills and send the confirmation to the KRA. To confirm a vendor bill, it must be linked to one or several confirmed purchase order line(s)." msgstr "" @@ -26577,7 +28595,259 @@ msgstr "" msgid "Malaysia" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:17 +msgid ":ref:`Install ` the following modules to get all the features of the Malaysian localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:26 +msgid ":guilabel:`Malaysia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:27 +msgid "`l10n_my`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:28 +msgid "This module includes the default :ref:`fiscal localization package `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:30 +msgid ":guilabel:`Malaysia - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:31 +msgid "`l10n_my_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:32 +msgid "This module includes the accounting reports for Malaysia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:33 +msgid ":guilabel:`Malaysia - UBL PINT`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:34 +msgid "`l10n_my_ubl_pint`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:35 +msgid "This module includes the features required to export invoices in PINT format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:36 +msgid ":guilabel:`Malaysia - E-invoicing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:37 +msgid "`l10n_my_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:38 +msgid "This module includes the features required for integration with MyInvois under IRBM." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:45 +msgid "To configure your company information, go to the :guilabel:`Contacts` app, search for your company, and select it. Then configure the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:49 +msgid ":guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, and :guilabel:`Country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:56 +msgid ":guilabel:`Tax ID`: Tax identification number" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:57 +msgid ":guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:58 +msgid ":guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:64 +msgid "E-invoicing integration with MyInvois" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:66 +msgid "The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` that facilitates the implementation of e-invoices for Malaysian taxpayers. Odoo supports integration with MyInvois to submit the invoices generated in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:71 +msgid "The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:76 +msgid "Set-up" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:81 +msgid "MyInvois registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:83 +msgid "To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois portal to grant Odoo the **right to invoice** as an intermediary for your company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:87 +msgid "If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing environment to try the functions before using the actual (production) environment`) and **production** (:dfn:`actual environment to submit e-invoices with accurate information`) environments are supported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:93 +msgid "Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding :guilabel:`identification number` used to register for the digital certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:95 +msgid "From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the top-right corner and select :guilabel:`View Taxpayer Profile`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:97 +msgid "In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:0 +msgid "MyInvois add intermediary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:103 +msgid "Add `ODOO S.A.` as an intermediary using the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:105 +msgid ":guilabel:`TIN`: `C57800417080`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:106 +msgid ":guilabel:`BRN`: `BE0477472701`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 +msgid ":guilabel:`Name`: `ODOO S.A.`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:109 +msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 +msgid ":guilabel:`Representation From`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 +msgid ":guilabel:`Document - Submit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:114 +msgid ":guilabel:`Document - Cancel`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 +msgid ":guilabel:`Document - Request Rejection`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 +msgid "Access can be revoked in the future if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 +msgid "Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy server." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:122 +msgid "Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:0 +msgid "MyInvois status active" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:137 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode` based on the environment you used to register on MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:141 +msgid "Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 +msgid "To change the TIN reference, click :guilabel:`Unregister`, change the company's information and make sure the number registered on MyInvois matches, then :guilabel:`Register` again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:45 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 +msgid "Company" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:152 +msgid "Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the :guilabel:`E-invoicing` section, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:155 +msgid ":guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification number` used to register for the digital certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:157 +msgid ":guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and activity of the business." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:163 +msgid "Access the contact's form and fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 +msgid ":guilabel:`Tax ID`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:169 +msgid ":guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` of the contact registered on MyTax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:177 +msgid "All products to be included in e-invoices require a Malaysian classification code. To add it, access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:189 +msgid "Send invoices to MyInvois" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:191 +msgid "Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the :ref:`invoice sending ` steps, and in the :guilabel:`Send` window, enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Print & Send`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:198 +msgid "MyInvois status" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:200 +msgid "In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to :guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated. The same information is available on MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:206 +msgid "If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:214 +msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 +#: ../../content/applications/finance/fiscal_localizations/singapore.rst:60 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:245 +msgid "Employment Hero payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:224 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:10 +#: ../../content/applications/finance/fiscal_localizations/singapore.rst:62 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:247 +msgid "If your business is already up and running with :doc:`Employment Hero `, you can use our connector as an alternative payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:228 msgid "To :ref:`configure the Employment Hero API ` for **Malaysia**, use the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`." msgstr "" @@ -28741,7 +31011,7 @@ msgid "`SUNAT guía de remisión `_" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:645 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:774 msgid "Carrier" msgstr "" @@ -28849,7 +31119,7 @@ msgid "After following the steps to configure the :ref:`electronic invoicing `_." +msgid "Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the `manual de servicios web plataforma nueva GRE `_." msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:730 @@ -28857,49 +31127,69 @@ msgid "In the |SUNAT| portal, it is important to have the correct access rights msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:733 -msgid "These credentials should be used to configure the delivery guide general settings from :menuselection:`Accounting --> Configuration --> Settings --> Peruvian Electronic Invoicing`." +msgid "These credentials should be used to configure the delivery guide general settings from :menuselection:`Inventory --> Configuration --> Settings`, and scroll down to the :guilabel:`Peru Delivery Guide` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:737 +msgid "Configure the following :guilabel:`Sunat Delivery Guide API` fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:739 +msgid ":guilabel:`Guide Client ID`: the unique API *client ID* generated in the |SUNAT| portal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:740 +msgid ":guilabel:`Guide Client Secret`: the unique API *client secret* generated in the |SUNAT| portal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:741 +msgid ":guilabel:`Guide SOL User`: the RUC Number + SOL username" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:742 +msgid ":guilabel:`Guide SOL Password`: the SOL user password" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:-1 msgid "Example for the SUNAT Delivery Guide API section configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:740 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:748 msgid "It is required to follow the format `RUC + UsuarioSol` (e.g., `20557912879SOLUSER`) for the :guilabel:`Guide SOL User` field, depending on the user selected when generating the |GRE| API credentials in the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:745 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 msgid "Operator" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:747 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:755 msgid "The *operator* is the vehicle's driver in cases where the delivery guide is through *private* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:750 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 msgid "To create a new operator, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:761 msgid "First, select :guilabel:`Individual` as the :guilabel:`Company Type`. Then, add the :guilabel:`Operator License` in the :guilabel:`Accounting` tab of the contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:756 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:764 msgid "For the customer address, make sure the following fields are complete:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:779 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:787 msgid ":guilabel:`District`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:759 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:780 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:767 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:788 msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:760 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:768 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:789 msgid ":guilabel:`Tax ID Number`" msgstr "" @@ -28907,19 +31197,19 @@ msgstr "" msgid "Individual type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:768 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:776 msgid "The *carrier* is used when the delivery guide is through *public* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:770 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:778 msgid "To create a new carrier, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:773 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 msgid "First, select :guilabel:`Company` as the :guilabel:`Company Type`. Then, add the :guilabel:`MTC Registration Number`, :guilabel:`Authorization Issuing Entity`, and the :guilabel:`Authorization Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:777 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:785 msgid "For the company address, make sure the following fields are complete:" msgstr "" @@ -28927,43 +31217,43 @@ msgstr "" msgid "Company type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:787 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:795 msgid "Vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:789 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:797 msgid "To configure the available vehicles, navigate to :menuselection:`Inventory --> Configuration --> Vehicles` and fill in the vehicle form with the information needed for the vehicle:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:792 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:800 msgid ":guilabel:`Vehicle Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:793 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:801 msgid ":guilabel:`License Plate`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:794 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:802 msgid ":guilabel:`Is M1 or L?`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:795 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:803 msgid ":guilabel:`Special Authorization Issuing Entity`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:796 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:804 msgid ":guilabel:`Authorization Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:797 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:805 msgid ":guilabel:`Default Operator`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:798 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:806 msgid ":guilabel:`Company`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:801 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 msgid "It is important to check the :guilabel:`Is M1 or L?` checkbox if the vehicle has fewer than four wheels or fewer than eight seats." msgstr "" @@ -28971,39 +31261,39 @@ msgstr "" msgid "Vehicle not selected as an M1 or L type with extra fields shown." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:818 msgid "To configure the available products, navigate to :menuselection:`Inventory --> Products` and open the product to be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:813 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:821 msgid "Make sure that the applicable information in the product form is fully configured. The :guilabel:`Partida Arancelaria` (Tariff Item) field needs to be completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:817 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:825 msgid "Generating a GRE" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:819 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:827 msgid "Once the delivery from inventory is created during the sales workflow, make sure you complete the |GRE| fields on the top-right section of the transfer form for the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:822 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:830 msgid ":guilabel:`Transport Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:823 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:831 msgid ":guilabel:`Reason for Transfer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:824 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 msgid ":guilabel:`Departure start date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:826 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:834 msgid "It is also required to complete the :guilabel:`Vehicle` and :guilabel:`Operator` fields under the :guilabel:`Guia de Remision PE` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:829 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 msgid "The delivery transfer has to be marked as *Done* for the :guilabel:`Generar Guia de Remision` button to appear on the left menu of the transfer form." msgstr "" @@ -29011,7 +31301,7 @@ msgstr "" msgid "Generar Guia de Remision button on a transfer form in the Done stage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:835 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:843 msgid "Once the transfer form is correctly validated by |SUNAT|, the generated XML file becomes available in the chatter. You can now print the delivery slip that shows the transfer details and the QR code validated by |SUNAT|." msgstr "" @@ -29019,147 +31309,147 @@ msgstr "" msgid "Transfer details and QR code on generated delivery slip." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:845 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:853 msgid "`Diferente prefijo para productos (T001 en algunos, T002 en otros)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:847 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:855 msgid "At the moment, Odoo does not support the automation of prefixes for products. This can be done manually for each product output. This can also be done for non-storable products. However, keep in mind that there will be no traceability." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:850 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 msgid "`2325 - GrossWeightMeasure - El dato no cumple con el formato establecido \"Hace falta el campo\" \"Peso\"\" en el producto`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:853 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:861 msgid "This error occurs when the weight on the product is set as `0.00`. To fix this, you need to cancel the waybill and recreate it. Make sure that you fix the weight on the product before creating the new waybill, or it will result in the same error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:856 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:864 msgid "`JSONDecodeError: Expecting value: line 1 column 1 (char 0) when creating a Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 msgid "This error is typically generated due to SOL user issues. Verify the user's connection with the |SUNAT|; the SOL user must be established with the company RUT + user ID. For example `2012188549JOHNSMITH`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:861 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:869 msgid "`El número de documento relacionado al traslado de mercancía no cumple con el formato establecido: error: documento relacionado`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:864 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:872 msgid "The *Related Document Type* and *Related Document Number* fields only apply to invoices and receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:874 msgid "`400 Client error: Bad Request for URL`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:868 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:876 msgid "This error is not solvable from Odoo; it is advised you reach out to the |SUNAT| and verify the user. It may be necessary to create a new user." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:871 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 msgid "`Invalid content was found starting with element 'cac:BuyerCustomerParty'`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:873 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 msgid "This error occurs when the transfer reason is set as *other*. Please select another option. Following to the official documentation of the |SUNAT|'s waybill guide, the transfer reasons *03 (sale with shipment to third party)* or *12 (others)* does not work in Odoo, since you should not have an empty or blank customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:877 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:885 msgid "`Duda cliente: consumo de créditos IAP al usar GRE 2.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:887 msgid "For live clients using IAP, no credit is consumed (in theory) because it does not go through the OSE, i.e., these documents are directly sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:889 msgid "`Errores con formato credenciales GRE 2.0 (traceback error)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:883 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:891 msgid "Odoo currently throws an error with a traceback instead of a message that the credentials are not correctly configured in the database. If this occurs on your database, please verify your credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:890 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:898 msgid "First, :ref:`install ` the **Peruvian eCommerce** (`l10n_pe_website_sale`) module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:892 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:900 msgid "The **Peruvian eCommerce** module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:894 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:902 msgid "allow clients to create online accounts for **eCommerce** purposes;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:895 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 msgid "support required fiscal fields in the **eCommerce** application;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:896 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:904 msgid "receive payments for sales orders online;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:897 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:905 msgid "generate electronic documents from the **eCommerce** application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:900 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:908 msgid "The **Peruvian eCommerce** module is dependent on the previous installation of the **Invoicing** or **Accounting** app, as well as the **Website** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:908 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:916 msgid "After configuring the Peruvian :ref:`electronic invoicing ` flow, complete the following configurations for the **eCommerce** flow:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:911 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:919 msgid ":ref:`Client account registration `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:912 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:920 msgid ":ref:`Automatic invoice `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:913 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 msgid ":doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:915 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:923 msgid ":doc:`../payment_providers`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:916 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:924 msgid ":doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:929 msgid "`Mercado Pago `_ is an online payment provider supported in Odoo that covers several countries, currencies, and payment methods in Latin America." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:923 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:931 msgid "Make sure to define a :guilabel:`Sales Price` on the :guilabel:`Delivery Product` of the shipping method to prevent errors when validating the invoice with |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:925 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:933 msgid "To offer free delivery, manually remove the :guilabel:`Delivery Product`, or at least use `$0.01` (one cent) for the invoice to be validated with SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:929 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:937 msgid ":doc:`Set up the Mercado Pago payment provider. <../payment_providers/mercado_pago>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:934 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:942 msgid "Once the :ref:`configurations ` are all set, fiscal input fields will be available during the checkout process for signed-in customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:937 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:945 msgid "When customers enter their fiscal data at checkout and complete a successful purchase, the invoice is generated with the corresponding |EDI| elements. The document type (Boleta/Factura) is selected based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE and the SUNAT `. By default, all published invoices are sent once a day through a scheduled action, but you can also send each invoice manually if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:943 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:951 msgid "Once the invoice is validated with |SUNAT|, customers can download the :file:`.zip` with the CDR, XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button." msgstr "" @@ -29168,7 +31458,7 @@ msgid "Philippines" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:8 -msgid ":ref:`Install ` the :guilabel:`🇵🇭 Philippines` :ref:`fiscal localization package ` to get all the default accounting features of the Philippine localization, such as a chart of accounts, taxes, and the BIR 2307 report. These provide a base template to get started with using Philippine accounting." +msgid ":ref:`Install ` the :guilabel:`🇵🇭 Philippines` :ref:`fiscal localization package ` to get all the default accounting features of the Philippine localization, such as a chart of accounts, taxes, and reports. These provide a base template to get started with using Philippine accounting." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:14 @@ -29179,45 +31469,41 @@ msgstr "" msgid "If the module is installed in an existing company, the **chart of accounts** and **taxes** will *not* be replaced if there are already posted journal entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:18 -msgid "The BIR 2307 report is installed, but the withholding taxes may need to be manually created." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:21 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:20 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:28 msgid "Chart of accounts and taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:23 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:22 msgid "A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and linked to the relevant account:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:26 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:25 msgid "Sales and Purchase VAT 12%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:27 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:26 msgid "Sales and Purchase VAT Exempt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:28 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:27 msgid "Sales and Purchase VAT Zero-Rated" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:29 -msgid "Purchase Withholding" +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:28 +msgid "Sales and Purchase Withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:31 -msgid "For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional :guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:30 +msgid "For the withholding taxes (:menuselection:`Accounting --> Configuration --> Taxes`), there is an additional :guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 msgid "Philippines ATC code field set on taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:38 -msgid "Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must be added." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:37 +msgid "Taxes' ATC codes are used for the :ref:`BIR 2307 `, :ref:`SAWT and QAP reports `. If a tax is created manually, its ATC code must be added." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:44 @@ -29240,23 +31526,19 @@ msgstr "" msgid ":guilabel:`Last Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 -msgid "Individual type contact with First, Middle, and Last Name fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:57 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:54 msgid "For both :guilabel:`Company` and :guilabel:`Individual`, the TIN should follow the `NNN-NNN-NNN-NNNNN` format. The branch code should follow the last digits of the TIN, or else it can be left as `00000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:62 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:64 msgid "BIR 2307 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:64 -msgid "**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source `_, can be generated for purchase orders and vendor payments with the applicable withholding taxes." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:66 +msgid "**BIR 2307** reports, also known as `Certificate of Creditable Tax Withheld at Source `_, can be generated for purchase orders and vendor payments with the applicable withholding taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:68 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:70 msgid "To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click :menuselection:`Action --> Download BIR 2307 XLS`." msgstr "" @@ -29264,53 +31546,53 @@ msgstr "" msgid "Multiple vendor bills selected with action to \"Download BIR 2307 XLS\"." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:75 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:77 msgid "The same action can be performed on a vendor bill from the form view." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:77 -msgid "A pop-up appears to review the selection, then click on :guilabel:`Generate`." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:79 +msgid "In the pop-up that opens, review the selection and click :guilabel:`Generate`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 msgid "Pop up menu to generate BIR 2307 XLS file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:82 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:84 msgid "This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable withholding tax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:85 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:87 msgid "The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:90 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:92 msgid "If no withholding tax is applied, then the XLS file will not generate records for those vendor bill lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:92 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:94 msgid "When grouping payments for multiple bills, Odoo splits the payments based on the contact. From a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that only includes vendor bills related to that contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:97 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:99 msgid "Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated :file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:102 -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 -msgid "SLSP Report" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/philippines.rst:104 -msgid "The **SLSP** report, also known as the *Summary List of Sales and Purchases*, can be viewed and exported (in XLSX format). The report can be viewed from :menuselection:`Reporting --> Partner Reports --> Summary List of Sales and Purchases`." +msgid "SLSP report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:108 -msgid "The report is split into two sections, which can be accessed from their respective buttons at the top:" +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:106 +msgid "To access the :abbr:`SLSP (Summary List of Sales and Purchases)` report, go to :menuselection:`Accounting --> Reporting --> Summary List of Sales and Purchases`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:109 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:162 +msgid "Click the buttons at the top to display the desired report:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 -msgid ":guilabel:`Sales` for :abbr:`SLS (Summary List of Sales)` report" +msgid ":guilabel:`Sales` for the :abbr:`SLS (Summary List of Sales)` report." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 @@ -29318,49 +31600,105 @@ msgid "All customer invoices with the associated sales taxes applied are shown i msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 -msgid ":guilabel:`Purchases` for :abbr:`SLP (Summary List of Purchases)` report" +msgid ":guilabel:`Purchases` for the :abbr:`SLP (Summary List of Purchases)` report." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 msgid "All vendor bills with the associated purchase taxes applied are shown in this report." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 +msgid "SLSP Report" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/philippines.rst:119 -msgid "By default, both reports exclude journal entries containing partners without a TIN number set and those with importation taxes set. To view or hide them, the :guilabel:`Options:` button gives additional filters to include these, among others:" +msgid "By default, both reports exclude journal entries containing partners without a TIN number set and those with importation taxes set. To view or hide them, click :guilabel:`Options:` and select the required filter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:123 -msgid "`Including Partners Without TIN`" +msgid ":guilabel:`Including Partners Without TIN`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:124 -msgid "`Including Importations`" +msgid ":guilabel:`Including Importations`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:127 -msgid "Odoo cannot generate the DAT files directly. The :guilabel:`Export SLSP` and :guilabel:`XLSX` buttons export an XLSX file, which can be processed using an *external* tool to convert to the DAT format." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:126 +msgid "To export the :abbr:`SLSP (Summary List of Sales and Purchases)` report, click :guilabel:`Export SLSP`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:132 -msgid "2550Q Tax report" +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:130 +msgid "Odoo cannot generate the DAT files directly. The :guilabel:`Export SLSP` and :guilabel:`XLSX` buttons are used to export an XLSX file, which can be processed using an *external* tool to convert it to the DAT format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:134 -msgid "The tax report report is accessible by navigating to :menuselection:`Reporting --> Statement Reports --> Tax Report --> 2550Q(PH)`. The form is based on the latest *2550Q (Quarterly Value-Added Tax Return)* Jan. 2023 version." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:135 +msgid "2550Q tax report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:137 +msgid "The tax report report is accessible by navigating to :menuselection:`Accounting --> Reporting --> Statement Reports --> Tax Report --> 2550Q(PH)`. The form is based on the latest *2550Q (Quarterly Value-Added Tax Return)* Jan. 2023 version." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 msgid "2550Q Tax Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:142 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:145 msgid "Most lines in the tax report are automatically computed based on the taxes. For more accurate reporting and filing of the tax report, manual journal entries can also be mapped to the tax report through preconfigured **Tax Grids** for each tax report line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:147 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:150 msgid "Odoo cannot generate the 2550Q BIR formatted PDF report directly. It should be used as a reference when externally filing the form manually or online." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:156 +msgid "QAP & SAWT reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:158 +msgid "To access the :abbr:`QAP (Quarterly Alphalist of Payees)` and :abbr:`SAWT (Summary Alphalist of Withholding Tax)` reports, go to :menuselection:`Accounting --> Reporting --> Tax Return`, click the :icon:`fa-book` :guilabel:`Report:` button, and select :guilabel:`SAWT & QAP (PH)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 +msgid ":guilabel:`SAWT` for the :abbr:`SAWT (Summary Alphalist of Withholding Tax)` report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 +msgid "All customer invoices with the associated sales witholding taxes applied are shown in this report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 +msgid ":guilabel:`QAP` for the :abbr:`QAP (Quarterly Alphalist of Payees)` report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:0 +msgid "All vendor bills with the associated purchase witholding taxes applied are shown in this report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 +msgid "SAWT & QAP Report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:173 +msgid "To export the :abbr:`SAWT (Summary Alphalist of Withholding Tax)` and :abbr:`QAP (Quarterly Alphalist of Payees)` reports in XLSX format, click :guilabel:`Export SAWT & QAP`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:177 +msgid "Odoo cannot generate the DAT files directly. The :guilabel:`Export SAWT & QAP` and :guilabel:`XLSX` buttons are used to export an XLSX file, which can be processed using an *external* tool to convert it to the DAT format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:182 +msgid "Check printing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:184 +msgid "The Philippine check print layout follows the latest :abbr:`PCHC (Philippine Clearing House Corporation)` standardized format. To enable check printing, go to :menuselection:`Accounting --> Configuration --> Settings`, enable :guilabel:`Checks` and set the :guilabel:`Check Layout` to `Print Check - PH`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:189 +msgid "Checks are printed using the :doc:`standard workflow <../accounting/payments/pay_checks>`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/romania.rst:3 msgid "Romania" msgstr "" @@ -29409,11 +31747,6 @@ msgstr "" msgid "Currently, Odoo only supports the generation of the monthly/quarterly D.406 declaration (containing journal entries, invoices, vendor bills, and payments). The yearly declaration (including assets) and the on-demand declaration (including inventory) are not yet supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:45 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 -msgid "Company" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/romania.rst:47 msgid "Under :guilabel:`Settings --> General Settings`, in the **Companies** section, click :guilabel:`Update Info` and fill in the company's :guilabel:`Country`, :guilabel:`City`, and :guilabel:`Telephone Number`." msgstr "" @@ -29638,10 +31971,6 @@ msgstr "" msgid "It is also necessary to fill out similar information for partner companies." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:56 -msgid "Simulation mode" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:59 msgid "It is strongly recommended to thoroughly test all invoicing workflows using the Fatoora **simulation** portal first, as **any** invoice submitted to the regular Fatoora portal will be accounted for, which could lead to fines and penalties." msgstr "" @@ -29936,6 +32265,11 @@ msgstr "" msgid "If you are testing certificates, enable :guilabel:`Test Mode` in the :guilabel:`Spain Localization` section, which can be found under :guilabel:`Accounting` in the **Settings** app." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:120 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:159 +msgid "Use case" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/spain.rst:122 msgid "Once an invoice has been :doc:`created <../../finance/accounting/customer_invoices>` and confirmed, a TicketBAI **banner** appears at the top." msgstr "" @@ -30883,208 +33217,240 @@ msgid "`l10n_uk_bacs`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:30 -msgid "Allows generating :ref:`united-kingdom/BACS-files` for bill and invoice payments" +msgid "Allows generating :ref:`localization/united-kingdom/BACS-files` for bill and invoice payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:31 +msgid ":guilabel:`UK - Construction Industry Scheme`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:32 +msgid "`l10n_uk_reports_cis`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:33 -msgid "Only UK-based companies can submit reports to HMRC." +msgid "Allows sending the Monthly return to |HMRC|" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:34 -msgid "Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once." +msgid "CIS Deduction (GB) report for UK construction industry" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:35 +msgid ":guilabel:`UK - HMRC API`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:36 +msgid "`l10n_uk_hmrc`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:37 +msgid "Includes the |HMRC| basics." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:40 +msgid "Only UK-based companies can submit reports to HMRC." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +msgid "Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:42 +msgid "The :guilabel:`UK - Construction Industry Scheme` module automatically includes the :guilabel:`UK - HMRC API` module during installation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:46 msgid "`HM Revenue & Customs `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:38 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:47 msgid "`Overview of Making Tax Digital `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:44 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:55 msgid "The UK chart of accounts is included in the :guilabel:`UK - Accounting` module. Go to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts` to access it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:47 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:58 msgid "Setup your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accounting --> Configuration --> Settings --> Accounting Import section` and choose to :guilabel:`Review Manually` or :guilabel:`Import (recommended)` your initial balances." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:54 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:67 msgid "As part of the localization module, UK taxes are created automatically with their related financial accounts and configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:57 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:70 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes` to update the :guilabel:`Default Taxes`, the :guilabel:`Tax Return Periodicity` or to :guilabel:`Configure your tax accounts`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:74 msgid "To edit existing taxes or to :guilabel:`Create` a new tax, go to :menuselection:`Accounting --> Configuration --> Accounting: Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:65 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:78 msgid ":doc:`taxes <../accounting/taxes>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:66 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:79 msgid "Tutorial: `Tax report and return `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:70 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:85 msgid "Making Tax Digital (MTD)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:72 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:87 msgid "In the UK, all VAT-registered businesses have to follow the MTD rules by using software to submit their VAT returns." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:75 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:90 msgid "The **UK - Accounting Reports** module enables you to comply with the `HM Revenue & Customs `_ requirements regarding `Making Tax Digital `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:81 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:96 msgid "If your periodic submission is more than three months late, it is no longer possible to submit it through Odoo, as Odoo only retrieves open bonds from the last three months. Your submission has to be done manually by contacting HMRC." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:88 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:103 msgid "Register your company to HMRC before the first submission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:90 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:105 msgid "Go to :menuselection:`Accounting --> Reporting --> Tax report` and click on :guilabel:`Connect to HMRC`. Enter your company information on the HMRC platform. You only need to do it once." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:95 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:112 msgid "Periodic submission to HMRC" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:97 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:114 msgid "Import your obligations HMRC, filter on the period you want to submit, and send your tax report by clicking :guilabel:`Send to HMRC`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:101 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:118 msgid "You can use dummy credentials to demo the HMRC flow. To do so, activate the :ref:`developer mode ` and go to :menuselection:`General Settings --> Technical --> System Parameters`. From here, search for `l10n_uk_reports.hmrc_mode` and change the value line to `demo`. You can get such credentials from the `HMRC Developer Hub `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:108 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:127 msgid "Periodic submission to HMRC for multi-company" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:110 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:129 msgid "Only one company and one user can connect to HMRC simultaneously. If several UK-based companies are on the same database, the user who submits the HMRC report must follow these instructions before each submission:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:114 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:133 msgid "Log into the company for which the submission has to be done." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:115 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:134 msgid "Go to :guilabel:`General Settings`, and in the :guilabel:`Users` section, click :guilabel:`Manage Users`. Select the user who is connected to HMRC." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:117 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:136 msgid "Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication Credentials` or :guilabel:`Remove Authentication Credentials` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:119 -msgid "You can now :ref:`register your company to HMRC ` and submit the tax report for this company." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:121 -msgid "Repeat the steps for other companies' HMRC submissions." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:124 -msgid "During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based companies." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:130 -msgid "Bacs files" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:132 -msgid ":abbr:`Bacs (Bankers' Automated Clearing Services)` files are electronic files used in the UK to process payments and transfers between bank accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:135 -msgid "To enable the use of Bacs files, make sure the :ref:`UK BACS Payment Files ` module is installed, then:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:138 -msgid "Configure your Bacs Service User Number:" +msgid ":ref:`Register your company to HMRC ` and submit the company's tax report." msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:140 +msgid "Repeat the steps for other companies' HMRC submissions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:143 +msgid "During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based companies." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:149 +msgid "Bacs files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:151 +msgid ":abbr:`Bacs (Bankers' Automated Clearing Services)` files are electronic files used in the UK to process payments and transfers between bank accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:154 +msgid "To enable the use of Bacs files, make sure the :ref:`UK BACS Payment Files ` module is installed, then:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:157 +msgid "Configure your Bacs Service User Number:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:159 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Customer Payments` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:142 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:161 msgid "Enter your :guilabel:`Service User Number` under :guilabel:`BACS` and manually save." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:144 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:163 msgid "Configure your **bank** journal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:146 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:165 msgid "Go to :menuselection:`Accounting --> Configuration --> Journals` and select your **bank** journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:148 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:167 msgid "In the :guilabel:`Journal Entries` tab, configure the :guilabel:`Account Number` and :guilabel:`Bank` fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:169 msgid "In the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, make sure the :guilabel:`BACS Direct Debit` payment method is enabled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:153 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:172 msgid "Configure the contacts for whom you wish to use Bacs files: Access the contact form and, in the :guilabel:`Accounting` tab, click :guilabel:`Add a line` and fill in the :guilabel:`Account Number` and :guilabel:`Bank` fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:158 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:179 msgid "Bill payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:160 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:181 msgid "To generate Bacs files for bill payments, set the :guilabel:`Payment Method` to :guilabel:`BACS Direct Debit` when :ref:`registering vendor payments `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:163 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:184 msgid "Then, create a vendor batch payment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:165 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:186 msgid "Go to :menuselection:`Accounting --> Vendors --> Batch Payments`, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:166 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:206 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:187 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:229 msgid "Select the bank journal in the :guilabel:`Bank` field, set the :guilabel:`Payment Method` to :guilabel:`BACS Direct Credit`, and select a :guilabel:`BACS Processing Date`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:168 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:208 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:189 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:231 msgid "Optionally, you can also:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:170 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:210 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:191 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:233 msgid "select a :guilabel:`BACS Expiry Date`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:171 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:211 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:192 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:234 msgid "enable :guilabel:`BACS Multi Mode` to process the payments on their individual date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:173 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:213 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:194 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:236 msgid "Click :guilabel:`Add a line`, select the payments you want to include, click :guilabel:`Select`, then :guilabel:`Validate`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:176 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:216 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:197 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:239 msgid "Once validated, the Bacs file is available in the chatter. You can also :guilabel:`Re-generate Export File` if you need a new Bacs file for that batch payment." msgstr "" @@ -31092,50 +33458,226 @@ msgstr "" msgid "Vendor Batch Payment view with generated BACS file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:183 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:206 msgid "Invoice payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:185 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:208 msgid "Before generating Bacs files for invoice payments, you must first create a **BACS Direct Debit Instruction**: Go to :menuselection:`Accounting --> Customers --> BACS Direct Debit Instructions` and click :guilabel:`New`. Select a :guilabel:`Customer`, their :guilabel:`IBAN`, and the :guilabel:`Journal` you wish to use." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:190 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:213 msgid "To generate Bacs files for invoice payments, set the :guilabel:`Payment Method` to :guilabel:`BACS Direct Debit` when :ref:`registering invoice payments `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:194 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:217 msgid "If you register the payment for an invoice linked to a subscription or via :menuselection:`Accounting --> Customers --> Payments`, you can select the :guilabel:`BACS Payment Type`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:198 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:221 msgid ":guilabel:`Direct debit-first collection of a series`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:199 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:222 msgid ":guilabel:`Direct debit single collection`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:200 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:223 msgid ":guilabel:`Direct debit repeating collection in a series`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:201 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:224 msgid ":guilabel:`Direct debit-final collection of a series`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:203 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:226 msgid "Then, create a customer batch payment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:205 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:228 msgid "Go to :menuselection:`Accounting --> Customers --> Batch Payments`, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:228 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:251 msgid "To :ref:`configure the Employment Hero API ` for **United Kingdom**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.co.uk/`." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:260 +msgid "CIS deduction" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:262 +msgid "The Construction Industry Scheme deduction (CIS deduction) is a tax deduction system used in the UK designed specifically for the construction industry. It requires contractors to deduct a percentage of payments made to subcontractors and forward these deductions to HM Revenue and Customs (HMRC). These deductions apply only to the labor portion of the payments and serve as advance payments towards the subcontractor's tax and National Insurance contributions. Contractors are required to register for the scheme, but subcontractors are not. However, subcontractors who are not registered face higher payment deductions. Under the |CIS|, contractors must deduct 20% from payments to registered subcontractors, while the deduction increases to 30% for unregistered ones." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:273 +msgid "`Construction Industry Scheme (CIS) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:274 +msgid "`Guidelines for CIS contractors `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:276 +msgid "`Guidelines for CIS subcontractors `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:279 +msgid "As a contractor, you are required to register with the |CIS| before hiring subcontractors and to check whether each subcontractor is registered with the |CIS|. You must also maintain records of all payments and deductions and submit monthly returns to HMRC, including the following details:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:283 +msgid "information about the subcontractors" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:284 +msgid "records of payments made and any deductions applied" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:285 +msgid "a declaration confirming that the employment status of all subcontractors has been reviewed" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:286 +msgid "a declaration confirming that all subcontractors requiring verification have been verified" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:289 +msgid "If no payments were made to subcontractors in the previous tax month, contractors must notify |HMRC| by the 19th of the month to avoid a penalty." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:292 +msgid "To submit Monthly Returns to |HMRC|, :ref:`install ` the :ref:`UK - Construction Industry Scheme ` module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:296 +msgid "To enable the :guilabel:`Test` mode and use test credentials, open the Settings app, activate the :ref:`developer mode ` and go to :menuselection:`Settings --> Technical --> System Parameters`. Search for `l10n_uk_hmrc.api_mode`, select it, and change the :guilabel:`Value` from `production` to `test`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:304 +msgid "Monthly returns" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:306 +msgid "Monthly returns only work for vendor bills and vendor refunds. To submit a complete return to |HMRC|, several steps must be followed to report all payments made to subcontractors under the scheme during the previous tax month:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:310 +msgid ":ref:`localization/united-kingdom/cis-contractor-setup`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:311 +msgid ":ref:`localization/united-kingdom/cis-subcontractor-setup`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:312 +msgid ":ref:`localization/united-kingdom/cis-vendorbills`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:313 +msgid ":ref:`localization/united-kingdom/cis-monthly-return-sending`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:318 +msgid "Contractor (company) setup" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:320 +msgid "To configure your company's |HMRC| information, go to the Settings app and, in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Open the :guilabel:`HMRC` tab and configure the information in the :guilabel:`HMRC Credentials` and the :guilabel:`Contractor details` sections. All fields are mandatory." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:328 +msgid "Subcontractor setup" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:330 +msgid "Access the subcontractor's contact form and select the :guilabel:`Accounting` tab. In the :guilabel:`HMRC Details` section, enable the :guilabel:`Construction Industry Scheme` option; the |CIS|-related fields are displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:334 +msgid "By default, the :guilabel:`Deduction rate` is set to 30%. To modify it, first enter the :guilabel:`Verification Number` provided by |HMRC| when verifying the subcontractor's status, then update the :guilabel:`Deduction Rate` accordingly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:339 +msgid "The :guilabel:`Forename` and :guilabel:`Surname` fields are mandatory if the contact type is set to :guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:347 +msgid "The appropriate |CIS| tax must be applied to **labor items** on vendor bills based on the subcontractor's :guilabel:`Deduction Rate`: :guilabel:`0% CIS`, :guilabel:`20% CIS` or :guilabel:`30% CIS`. To apply the rate, go to the :guilabel:`Invoice Lines` section of the vendor bill and select the appropriate |CIS| tax rate in the :guilabel:`Taxes` column of the **labor** items." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:354 +msgid "The |CIS| tax rate is not necessary for material items on vendor bills." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:355 +msgid "A yellow banner appears at the top of the page if:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:357 +msgid "The :guilabel:`Construction Industry Scheme` option hasn't been enabled in the :ref:`subcontractor `'s :guilabel:`Contact` form when creating a vendor bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:360 +msgid "The |CIS| tax used in the vendor bill does not match the expected |CIS| deduction rate for a :ref:`subcontractor `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:366 +msgid "Monthly returns sending" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:368 +msgid "On the 6th of each month, Odoo sends a reminder email to submit a monthly return to |HMRC|. The recipient email address is the one entered in the company :guilabel:`Email` field. To send monthly returns to |HMRC|, go to :menuselection:`Accounting --> Reporting --> Tax Return` and follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:373 +msgid "Click :icon:`fa-book` :guilabel:`Report:` and select :guilabel:`CIS Deduction (GB)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:374 +msgid "In the :icon:`fa-calendar` :guilabel:`(calendar)` date selector, the :guilabel:`Tax Period` is automatically adjusted to match the |CIS| deduction period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:376 +msgid "Click on :guilabel:`Send to HMRC` in the top-left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:377 +msgid "In the :guilabel:`CIS monthly return` window, select the required options in the :guilabel:`Declaration` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:380 +msgid ":guilabel:`Employment Status`: To declare that the employment status of all subcontractors has been reviewed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:382 +msgid ":guilabel:`Subcontractor Verification`: To declare that all submitted subcontractors requiring verification have been verified." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:384 +msgid ":guilabel:`Inactivity Indicator`: To declare temporary inactivity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:386 +msgid "In the :guilabel:`Information correct declaration` section, confirm the information is true and complete by checking the box. Then, enter the :guilabel:`Password` used in the :guilabel:`HMRC Credentials` section during :ref:`contractor setup `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:390 +msgid "Click :guilabel:`Send` to prompt Odoo to request |HMRC| to initiate the transaction." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:392 +msgid "When |HMRC| replies to a transaction, Odoo automatically notifies the user who submitted it by email. The email informs them that the response is available in the company's chatter with an attached XML document for download. Both the electronic and paper versions of the |HMRC| receipt should be retained. If an error is detected, a new submission is required to comply with |HMRC| requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:399 +msgid "Transactions are updated daily. To manually update the |HMRC| request, click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Refresh HMRC request`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:401 +msgid "|CIS| invoices are included in the :guilabel:`CIS Deduction (GB)` report but are not sent to |HMRC|." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 msgid "The Odoo fiscal localization package for the United States follows the Generally Acceptable Accounting Principles (GAAP) accounting standards and rules used to prepare financial statements, as outlined by the Financial Accounting Standards Board (FASB) and adopted by the Securities and Exchange Commission (SEC)." msgstr "" @@ -33272,31 +35814,27 @@ msgstr "" msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:78 +#: ../../content/applications/finance/payment_providers/authorize.rst:80 msgid "Export from Authorize.Net" msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:84 -msgid "`Download the Excel import template `_" +msgid ":download:`Download the Excel import template. `" msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:86 -msgid "To export a statement:" -msgstr "" - -#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:89 +#: ../../content/applications/finance/payment_providers/authorize.rst:87 msgid "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Define an export range using an *opening* and *closing* batch settlement. All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:92 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "Select all transactions within the desired range, copy them, and paste them into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import template `." msgstr "" @@ -33308,75 +35846,75 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:105 +#: ../../content/applications/finance/payment_providers/authorize.rst:103 msgid "In this case, the first batch (01/01/2021) of the year belongs to the settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:106 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:110 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:109 msgid "Under the :guilabel:`Settlement Date` section, select the previously used range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:` fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:113 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:112 msgid "In the pop-up window, select :guilabel:`Expanded Fields with CAVV Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "Open the text file, select :guilabel:`All`, copy the data, and paste it into the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:118 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "Transit lines are automatically filled in and updated in the :guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets of the :ref:`Excel import template `. Make sure all entries are present, and **if not**, copy the formula from previously filled-in lines of the :guilabel:`transit for report 1` or :guilabel:`2` sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:125 +#: ../../content/applications/finance/payment_providers/authorize.rst:123 msgid "To get the correct closing balance, **do not remove** any line from the Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:126 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:132 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:131 msgid "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste special* to only paste the values in the :guilabel:`Odoo Import to CSV` sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:135 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are chargeback entries without any reference number. As they cannot be imported as such, go to :menuselection:`Authorize.Net --> Account --> Statements --> eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:138 +#: ../../content/applications/finance/payment_providers/authorize.rst:136 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:137 msgid "Copy the invoice description, paste it into the :guilabel:`Label` cell of the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:141 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "If there are multiple invoices, add a line into the :ref:`Excel import template ` for each invoice and copy/paste the description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:146 +#: ../../content/applications/finance/payment_providers/authorize.rst:144 msgid "For **combined chargeback/returns** in the payouts, create a new line in the :ref:`Excel import template ` for each invoice." msgstr "" @@ -33384,31 +35922,31 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:152 msgid "Next, delete *zero transaction* and *void transaction* line items, and change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a Transaction` and search again for the previously used batch settlements dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "Verify that the batch settlement dates on eCheck.Net match the related payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "If it does not match, replace the date with the one from eCheck.Net. Sort the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "Copy the data - column headings included - from the :guilabel:`Odoo Import to CSV` sheet, paste it into a new Excel file, and save it using the CSV format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:164 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites --> Import records --> Load file`. Select the CSV file and upload it into Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:169 +#: ../../content/applications/finance/payment_providers/authorize.rst:167 msgid "List of `eCheck.Net return codes `_" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 0dbb2b9c8..d71683a0e 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -3442,15 +3442,15 @@ msgstr "" msgid "SMTP and Send API Settings link in the Senders & Domains section of Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:24 +#: ../../content/applications/general/email_communication/mailjet_api.rst:23 msgid "Then, copy the :abbr:`SMTP (Simple Mail Transfer Protocol)` configuration settings onto a notepad. They can be found under the :guilabel:`Configuration (SMTP only)` section. The :abbr:`SMTP (Simple Mail Transfer Protocol)` configuration settings include the server address, the security option needed (Use :abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS (Transport Layer Security)`), and the port number. The settings are needed to configure Mailjet in Odoo, which is covered in the :ref:`last section `." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:32 +#: ../../content/applications/general/email_communication/mailjet_api.rst:31 msgid "`Mailjet: How can I configure my SMTP parameters? `_" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:36 +#: ../../content/applications/general/email_communication/mailjet_api.rst:35 msgid "Odoo :ref:`blocks port 25 ` on Odoo Online and Odoo.sh databases." msgstr "" @@ -3458,19 +3458,19 @@ msgstr "" msgid "SMTP configuration from Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:43 +#: ../../content/applications/general/email_communication/mailjet_api.rst:41 msgid "Next, click on the button labeled :guilabel:`Retrieve your API credentials` to retrieve the Mailjet API credentials." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:46 +#: ../../content/applications/general/email_communication/mailjet_api.rst:44 msgid "Then, click on the eye icon to reveal the :guilabel:`API key`. Copy this key to a notepad, as this serves as the :guilabel:`Username` in the Odoo configuration. Next, click on the :guilabel:`Generate Secret Key` button to generate the :guilabel:`Secret Key`. Copy this key to a notepad, as this serves as the :guilabel:`Password` in the Odoo configuration." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:52 +#: ../../content/applications/general/email_communication/mailjet_api.rst:50 msgid "Add verified sender address(es)" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:54 +#: ../../content/applications/general/email_communication/mailjet_api.rst:52 msgid "The next step is to add a sender address or a domain to the Mailjet account settings so that the email address or domain is approved to send emails using Mailjet's servers. First, navigate to the `Mailjet Account Information `_ page. Next, click on the :guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section." msgstr "" @@ -3478,72 +3478,72 @@ msgstr "" msgid "Add a sender domain or address in the Mailjet interface." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:63 +#: ../../content/applications/general/email_communication/mailjet_api.rst:60 msgid "Determine if a sender's email address or the entire domain needs to be added to the Mailjet settings. It may be easier to configure the domain as a whole if :abbr:`DNS (Domain Name System)` access is available. Jump to the :ref:`Add a domain ` section for steps on adding the domain." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:69 +#: ../../content/applications/general/email_communication/mailjet_api.rst:66 msgid "Either all email addresses of the Odoo database users who are sending emails using Mailjet's servers need to be configured or the domain(s) of the users' email addresses can be configured." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:72 +#: ../../content/applications/general/email_communication/mailjet_api.rst:69 msgid "By default, the email address originally set up in the Mailjet account is added as a trusted sender. To add another email address, click on the button labeled :guilabel:`Add a sender address`. Then, add the email address that is configured to send from the custom domain." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:76 +#: ../../content/applications/general/email_communication/mailjet_api.rst:73 msgid "At minimum the following email addresses should be set up in the provider and verified in Mailjet:" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:78 +#: ../../content/applications/general/email_communication/mailjet_api.rst:75 msgid "notifications\\@yourdomain.com" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:79 +#: ../../content/applications/general/email_communication/mailjet_api.rst:76 msgid "bounce\\@yourdomain.com" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:80 +#: ../../content/applications/general/email_communication/mailjet_api.rst:77 msgid "catchall\\@yourdomain.com" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:83 +#: ../../content/applications/general/email_communication/mailjet_api.rst:80 msgid "Replace `yourdomain` with the custom domain for the Odoo database. If there isn't one, then use the :guilabel:`mail.catchall.domain` system parameter." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:86 +#: ../../content/applications/general/email_communication/mailjet_api.rst:83 msgid "After that, fill out the :guilabel:`Email Information` form, making sure to select the appropriate email type: transactional email or mass emails. After completing the form, an activation email is sent to the email address and the trusted sender can be activated." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:90 +#: ../../content/applications/general/email_communication/mailjet_api.rst:87 msgid "It is recommended to set up the :abbr:`SPF (Sender Policy Framework)`/:abbr:`DKIM (DomainKeys Identified Mail)`/:abbr:`DMARC (Domain-based Message Authentication, Reporting, and Conformance)` settings on the domain of the sender." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:95 -#: ../../content/applications/general/email_communication/mailjet_api.rst:162 +#: ../../content/applications/general/email_communication/mailjet_api.rst:92 +#: ../../content/applications/general/email_communication/mailjet_api.rst:157 msgid "`Mailjet's SPF/DKIM/DMARC documentation `_" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:99 +#: ../../content/applications/general/email_communication/mailjet_api.rst:96 msgid "If the database is not using a custom domain, then in order to verify the sender's address, a temporary alias (of the three email addresses mentioned above) should be set up in Odoo CRM to create a lead. Then, the database is able to receive the verification email and verify the accounts." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:107 +#: ../../content/applications/general/email_communication/mailjet_api.rst:104 msgid "Add a domain" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:109 +#: ../../content/applications/general/email_communication/mailjet_api.rst:106 msgid "By adding an entire domain to the Mailjet account, all the sender addresses related to that domain are automatically validated for sending emails using Mailjet servers. First, navigate to the `Mailjet Account Information `_ page. Next, click on :guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section. Then, click on :guilabel:`Add domain` to add the custom domain." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:116 +#: ../../content/applications/general/email_communication/mailjet_api.rst:113 msgid "The domain needs to be added to the Mailjet account and then validated through the :abbr:`DNS (Domain Name System)`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:119 +#: ../../content/applications/general/email_communication/mailjet_api.rst:116 msgid "After that, fill out the :guilabel:`Add a new Domain` page on Mailjet and click :guilabel:`Continue`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:122 +#: ../../content/applications/general/email_communication/mailjet_api.rst:119 msgid "After adding the domain, a validation page will populate. Unless the Odoo database is on-premise (in which case, choose :guilabel:`Option 1`), choose :guilabel:`Option 2: Create a DNS Record`. Copy the TXT record information to a notepad and then navigate to the domain's :abbr:`DNS (Domain Name System)` provider to complete validation." msgstr "" @@ -3551,27 +3551,27 @@ msgstr "" msgid "The TXT record information to input on the domain's DNS." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:132 +#: ../../content/applications/general/email_communication/mailjet_api.rst:128 msgid "Setup in the domain's DNS" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:134 +#: ../../content/applications/general/email_communication/mailjet_api.rst:130 msgid "After getting the TXT record information from the Mailjet account, add a TXT record to the domain's :abbr:`DNS (Domain Name System)`. This process varies depending on the :abbr:`DNS (Domain Name System)` provider. Consult the provider for specific configuration processes. The TXT record information consists of the :guilabel:`Host` and :guilabel:`Value`. Paste these into the corresponding fields in the TXT record." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:141 +#: ../../content/applications/general/email_communication/mailjet_api.rst:137 msgid "Return to Mailjet account information" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:143 +#: ../../content/applications/general/email_communication/mailjet_api.rst:139 msgid "After adding the TXT record to the domain's :abbr:`DNS (Domain Name System)`, navigate back to the Mailjet account. Then, navigate to :menuselection:`Account Information --> Add a Sender Domain or Address`, click the gear icon next to :guilabel:`Domain`, and select :guilabel:`Validate`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:147 +#: ../../content/applications/general/email_communication/mailjet_api.rst:143 msgid "This action can also be done by going to the `Sender domains & addresses `_ page on the Mailjet account information and clicking on :guilabel:`Manage`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:150 +#: ../../content/applications/general/email_communication/mailjet_api.rst:146 msgid "Next, click :guilabel:`Check Now` to validate the TXT record that was added on the domain. A success screen will appear if the domain is configured correctly." msgstr "" @@ -3579,7 +3579,7 @@ msgstr "" msgid "Check DNS record in Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:157 +#: ../../content/applications/general/email_communication/mailjet_api.rst:152 msgid "After successfully setting up the domain, there is an option to :guilabel:`Authenticate this domain (SPF/DKIM)`. This button populates :abbr:`SPF (Sender Policy Framework)` & :abbr:`DKIM (DomainKeys Identified Mail) records to input into the :abbr:`DNS (Domain Name System)` provider." msgstr "" @@ -3587,23 +3587,23 @@ msgstr "" msgid "Authenticate the domain with SPF/DKIM records in Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:172 +#: ../../content/applications/general/email_communication/mailjet_api.rst:166 msgid "Set up in Odoo" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:174 +#: ../../content/applications/general/email_communication/mailjet_api.rst:168 msgid "To complete the setup, navigate to the Odoo database and go to the :guilabel:`Settings`. With :ref:`developer-mode` turned on, go to the :menuselection:`Technical Menu --> Email --> Outgoing Mail Servers`. Then, create a new outgoing server configuration by clicking on the :guilabel:`Create` button." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:179 +#: ../../content/applications/general/email_communication/mailjet_api.rst:173 msgid "Next, input the `SMTP server` (in-v3.mailjet.com), `port number` (587 or 465), and `Security (SSL/TLS)` that was copied earlier from the Mailjet account. They can also be found `here `_. It is recommended to use :abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS (Transport Layer Security)` even though Mailjet may not require it." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:184 +#: ../../content/applications/general/email_communication/mailjet_api.rst:178 msgid "For the :guilabel:`Username`, input the :guilabel:`API KEY`. For the :guilabel:`Password`, input the :guilabel:`SECRET KEY` that was copied from the Mailjet account to the notepad earlier. These settings can be found on :menuselection:`Mailjet --> Account Settings --> SMTP and SEND API Settings`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:189 +#: ../../content/applications/general/email_communication/mailjet_api.rst:183 msgid "Then, if the Mailjet server is used for mass emailing, set the :guilabel:`Priority` value higher than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the Connection`." msgstr "" @@ -3611,34 +3611,6 @@ msgstr "" msgid "Odoo outgoing email server settings." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:197 -msgid "In order for the notifications feature to work using Mailjet, there are three settings that need to be set in Odoo." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:200 -msgid "The :guilabel:`From Filter` needs to be set on the server configuration. It is recommended to set it as a domain and not a full email address. It should match the domain in the two proceeding steps. For more information, check out the :ref:`FROM filtering documentation `." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:204 -msgid "The :guilabel:`mail.default.from` system parameter must have the value `notifications\\@yourdomain.com`." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:206 -msgid "The :guilabel:`mail.default.from_filter` system parameter must have the value `yourdomain.com`. Replace `yourdomain` with the custom domain for the Odoo database. If there isn't one, then use the :guilabel:`mail.catchall.domain` system parameter." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:210 -msgid "For more information, check out the :ref:`\"Using a unique email address\" documentation `." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:213 -msgid "The :guilabel:`System Parameters` can be accessed by activating the :ref:`developer-mode`." -msgstr "" - -#: ../../content/applications/general/email_communication/mailjet_api.rst:215 -msgid "Once the setup is complete, the Odoo database is ready to use the Mailjet email server for mass mailing or transactional emails." -msgstr "" - #: ../../content/applications/general/integrations.rst:3 msgid "Integrations" msgstr "" @@ -8291,75 +8263,83 @@ msgid "Emails and documents will be sent to the user in the selected language." msgstr "" #: ../../content/applications/general/users/ldap.rst:3 -msgid "Sign in with LDAP" +msgid "LDAP authentication" msgstr "" #: ../../content/applications/general/users/ldap.rst:5 -msgid "Install the Lightweight Directory Access Protocol (LDAP) module in General Settings." +msgid "To configure :abbr:`LDAP (Lightweight Directory Access Protocol)` authentication in Odoo:" msgstr "" #: ../../content/applications/general/users/ldap.rst:7 -msgid "Click on **Create** in Setup the :abbr:`LDAP (Lightweight Directory Access Protocol)` Server." +msgid "Open the Settings app, scroll down to the :guilabel:`Integrations` section, and enable :guilabel:`LDAP Authentication`." msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "LDAP Authentication checkbox highlighted in the integrations settings on Odoo." +#: ../../content/applications/general/users/ldap.rst:9 +msgid "Click :guilabel:`Save`, then go back to the :guilabel:`Integrations` section and click :guilabel:`LDAP Server`." msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "Create highlighted in the LDAP server settings." +#: ../../content/applications/general/users/ldap.rst:11 +msgid "In the :guilabel:`Set up your LDAP Server` list, click :guilabel:`New`, then select the required company in the dropdown list." +msgstr "" + +#: ../../content/applications/general/users/ldap.rst:13 +msgid "In the :guilabel:`Server information` section, enter the server's IP address and port in the :guilabel:`LDAP server address` and :guilabel:`LDAP Server port` fields, respectively." +msgstr "" + +#: ../../content/applications/general/users/ldap.rst:15 +msgid "Enable :guilabel:`Use TLS` to request secure TLS/SSL encryption when connecting to the LDAP server, providing the server has StartTLS enabled." msgstr "" #: ../../content/applications/general/users/ldap.rst:17 -msgid "Choose the company using the LDAP." +msgid "In the :guilabel:`Login information` section, enter the ID and password of the account used to query the server in the :guilabel:`LDAP binddn` and :guilabel:`LDAP password` fields, respectively. If the fields are left empty, the server will perform the query anonymously." msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "Select the company drop-down menu highlighted in LDAP setup." +#: ../../content/applications/general/users/ldap.rst:20 +msgid "In the :guilabel:`Process parameter` section, enter:" msgstr "" -#: ../../content/applications/general/users/ldap.rst:23 -msgid "In **Server Information**, enter the IP address of the server and the port it listens to." +#: ../../content/applications/general/users/ldap.rst:22 +msgid "the LDAP server's name in the :guilabel:`LDAP base` field using LDAP format (e.g., ``dc=example,dc=com``);" msgstr "" -#: ../../content/applications/general/users/ldap.rst:25 -msgid "Tick **Use TLS** if the server is compatible." +#: ../../content/applications/general/users/ldap.rst:24 +msgid "``uid=%s`` in the :guilabel:`LDAP filter` field." msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "LDAP server settings highlighted in LDAP server setup on Odoo." +#: ../../content/applications/general/users/ldap.rst:26 +msgid "In the :guilabel:`User information` section:" msgstr "" -#: ../../content/applications/general/users/ldap.rst:31 -msgid "In **Login Information**, enter ID and password of the account used to query the server. If left empty, the server queries anonymously." +#: ../../content/applications/general/users/ldap.rst:28 +msgid "Enable :guilabel:`Create user` to create a user profile in Odoo the first time someone logs in using LDAP;" msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "Login information highlighted in LDAP server setup on Odoo." +#: ../../content/applications/general/users/ldap.rst:30 +msgid "Select the :guilabel:`User template` to be used to create the new user profiles. If no template is selected, the administrator's profile is used." +msgstr "" + +#: ../../content/applications/general/users/ldap.rst:34 +msgid "When using Microsoft Active Directory (AD) for LDAP authentication, if users experience login issues despite using valid credentials, create a new system parameter to disable referral chasing in the LDAP client:" msgstr "" #: ../../content/applications/general/users/ldap.rst:38 -msgid "In **Process Parameter**, enter the domain name of the LDAP server in :abbr:`LDAP (Lightweight Directory Access Protocol)` nomenclature (e.g. ``dc=example,dc=com``)." +msgid ":ref:`Activate the developer mode. `" +msgstr "" + +#: ../../content/applications/general/users/ldap.rst:39 +msgid "Go to :menuselection:`Settings --> Technical --> System Parameters` and click :guilabel:`New`." msgstr "" #: ../../content/applications/general/users/ldap.rst:41 -msgid "In **LDAP filter**, enter ``uid=%s``" +msgid "Fill in the fields:" msgstr "" -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "Process parameter highlighted in LDAP server setup on Odoo." +#: ../../content/applications/general/users/ldap.rst:43 +msgid ":guilabel:`Key`: ``auth_ldap.disable_chase_ref``" msgstr "" -#: ../../content/applications/general/users/ldap.rst:47 -msgid "In **User Information**, tick *Create User* if Odoo should create a User profile the first time someone logs in with :abbr:`LDAP (Lightweight Directory Access Protocol)`." -msgstr "" - -#: ../../content/applications/general/users/ldap.rst:50 -msgid "In **Template User**, indicate a template for the new profiles created. If left blanked, the admin profile will be used as template." -msgstr "" - -#: ../../content/applications/general/users/ldap.rst:-1 -msgid "User information highlighted on LDAP server setup on Odoo." +#: ../../content/applications/general/users/ldap.rst:44 +msgid ":guilabel:`Value`: ``True``" msgstr "" #: ../../content/applications/general/users/portal.rst:3 diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 2e04b720e..d9d410103 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2342,7 +2342,7 @@ msgid "Resumé tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:110 -#: ../../content/applications/hr/payroll.rst:857 +#: ../../content/applications/hr/payroll.rst:859 #: ../../content/applications/hr/recruitment/recruitment-flow.rst:38 msgid "Resumé" msgstr "" @@ -3196,7 +3196,7 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 #: ../../content/applications/hr/lunch/products.rst:12 -#: ../../content/applications/hr/payroll.rst:877 +#: ../../content/applications/hr/payroll.rst:879 #: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:221 msgid "Enter the following information on the form:" @@ -6390,7 +6390,7 @@ msgid "The second of the extras configured for a free beverage with purchase." msgstr "" #: ../../content/applications/hr/payroll.rst:5 -#: ../../content/applications/hr/payroll.rst:83 +#: ../../content/applications/hr/payroll.rst:85 #: ../../content/applications/hr/payroll/reporting.rst:31 msgid "Payroll" msgstr "" @@ -6407,176 +6407,176 @@ msgstr "" msgid "Configure the *Payroll* app by navigating to :menuselection:`Payroll app --> Configuration --> Settings`. The various settings for accounting, localizations, time off, alerts, and payslips are specified here." msgstr "" -#: ../../content/applications/hr/payroll.rst:22 +#: ../../content/applications/hr/payroll.rst:24 msgid "Accounting" msgstr "" -#: ../../content/applications/hr/payroll.rst:24 +#: ../../content/applications/hr/payroll.rst:26 msgid "The accounting section of the configuration menu relates to three options:" msgstr "" -#: ../../content/applications/hr/payroll.rst:26 +#: ../../content/applications/hr/payroll.rst:28 msgid ":guilabel:`Payroll Entries`: enable this option to post payroll slips in accounting." msgstr "" -#: ../../content/applications/hr/payroll.rst:27 +#: ../../content/applications/hr/payroll.rst:29 msgid ":guilabel:`Payroll SEPA`: enable this option to create SEPA payments." msgstr "" -#: ../../content/applications/hr/payroll.rst:28 +#: ../../content/applications/hr/payroll.rst:30 msgid ":guilabel:`Batch Account Move Lines`: enable this option to have a single account move line created from all the accounting entries from the same period. This disables the generation of single payments." msgstr "" -#: ../../content/applications/hr/payroll.rst:35 +#: ../../content/applications/hr/payroll.rst:37 msgid "Localizations" msgstr "" -#: ../../content/applications/hr/payroll.rst:37 +#: ../../content/applications/hr/payroll.rst:39 msgid "*Localizations* are country-specific settings pre-configured in Odoo at the creation of the database, which account for all taxes, fees, and allowances for that particular country." msgstr "" -#: ../../content/applications/hr/payroll.rst:40 +#: ../../content/applications/hr/payroll.rst:42 msgid "The :guilabel:`Localization` section of the *Payroll* app :guilabel:`Settings` page may include specific settings that need to be set for the specific locality. This selection also provides a detailed view of all benefits provided to employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:44 +#: ../../content/applications/hr/payroll.rst:46 msgid "The settings and options shown in this section varies, depending on the localization enabled for the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:48 +#: ../../content/applications/hr/payroll.rst:50 msgid "It is **not** recommended to alter the localization settings, unless specifically required." msgstr "" -#: ../../content/applications/hr/payroll.rst:51 +#: ../../content/applications/hr/payroll.rst:53 msgid "Odoo can handle a multi-company configuration. This is generally done when there is a main company or office location, such as a headquarters, and there are other offices/branches around the country or globe, that fall under that main company or headquarters. In Odoo, each company, including the headquarters, would be set up as their own company/branch using the multi-company method." msgstr "" -#: ../../content/applications/hr/payroll.rst:57 +#: ../../content/applications/hr/payroll.rst:59 msgid "Each individual company can have a different localization setting configured for that specific company, since company locations can vary and be located anywhere in the world, where rules and laws differ." msgstr "" -#: ../../content/applications/hr/payroll.rst:61 +#: ../../content/applications/hr/payroll.rst:63 msgid "For more information on companies, refer to the :doc:`Companies <../general/companies>` documentation, which covers how to set up companies." msgstr "" -#: ../../content/applications/hr/payroll.rst:65 +#: ../../content/applications/hr/payroll.rst:67 msgid "Time off" msgstr "" -#: ../../content/applications/hr/payroll.rst:67 +#: ../../content/applications/hr/payroll.rst:69 msgid ":guilabel:`Deferred Time Off`: if time off is taken after payslips are validated, the time off needs to be applied to the following pay period. Select the person responsible for validating these specific time off situations using the drop-down menu in the :guilabel:`Responsible` field." msgstr "" -#: ../../content/applications/hr/payroll.rst:72 +#: ../../content/applications/hr/payroll.rst:74 msgid "An employee is paid on the 15th of the month and the last day of the month. Payslips are typically processed a day before." msgstr "" -#: ../../content/applications/hr/payroll.rst:75 +#: ../../content/applications/hr/payroll.rst:77 msgid "If an employee's payslip is approved and processed on the 30th, but that same employee takes an unexpected sick day on the 31st, the time off needs to be logged." msgstr "" -#: ../../content/applications/hr/payroll.rst:78 +#: ../../content/applications/hr/payroll.rst:80 msgid "Since the employee is already paid for a regular work day on the 31st, to keep the time off balances correct, the sick day is moved/applied to the 1st of the next month (the next pay period)." msgstr "" -#: ../../content/applications/hr/payroll.rst:85 +#: ../../content/applications/hr/payroll.rst:87 msgid ":guilabel:`Contract Expiration Notice Period`: enter the number of :guilabel:`Days` before a contract expires, and Odoo notifies the responsible person about the upcoming expiration at that time." msgstr "" -#: ../../content/applications/hr/payroll.rst:88 +#: ../../content/applications/hr/payroll.rst:90 msgid ":guilabel:`Work Permit Expiration Notice Period`: enter the number of :guilabel:`Days` before a work permit expires, and Odoo notifies the responsible person about the upcoming expiration at that time." msgstr "" -#: ../../content/applications/hr/payroll.rst:91 +#: ../../content/applications/hr/payroll.rst:93 msgid ":guilabel:`Payslip PDF Display`: enable this option to have payslips display a PDF file on the payslip form." msgstr "" -#: ../../content/applications/hr/payroll.rst:97 +#: ../../content/applications/hr/payroll.rst:99 #: ../../content/applications/hr/payroll/contracts.rst:3 msgid "Contracts" msgstr "" -#: ../../content/applications/hr/payroll.rst:99 +#: ../../content/applications/hr/payroll.rst:101 msgid "In order for an employee to be paid, they **must** have an active contract for a specific type of employment. Creating and viewing contract templates, and creating and viewing employment types, is possible from this section of the configuration header menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:106 +#: ../../content/applications/hr/payroll.rst:108 msgid "Templates" msgstr "" -#: ../../content/applications/hr/payroll.rst:108 +#: ../../content/applications/hr/payroll.rst:110 msgid "Contract templates are used with the *Recruitment* application when sending an offer to a candidate. The contract template forms the basis of an offer, and can be modified for specific candidates or employees, when necessary. If a contract template is created or modified in the *Payroll* application, the changes are also reflected in the *Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:114 +#: ../../content/applications/hr/payroll.rst:116 msgid "To access contract templates, the *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed `." msgstr "" -#: ../../content/applications/hr/payroll.rst:117 +#: ../../content/applications/hr/payroll.rst:119 msgid "To view all the current contract templates in the database, navigate to :menuselection:`Payroll app --> Configuration --> Contracts: Templates`." msgstr "" -#: ../../content/applications/hr/payroll.rst:120 +#: ../../content/applications/hr/payroll.rst:122 msgid "On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To view the details of a contract template, click anywhere on the line to open the contract form. The contract template can be modified from this form. Proceed to make any desired changes to the contract." msgstr "" -#: ../../content/applications/hr/payroll.rst:125 +#: ../../content/applications/hr/payroll.rst:127 msgid "To create a new contract template, click the :guilabel:`New` button. Then, enter the following information on the blank contract template form that appears:" msgstr "" -#: ../../content/applications/hr/payroll.rst:128 +#: ../../content/applications/hr/payroll.rst:130 msgid ":guilabel:`Contract Reference`: enter a brief description for the template. This should be clear and easily understood, as this name appears in the *Recruitment* application, as well." msgstr "" -#: ../../content/applications/hr/payroll.rst:130 +#: ../../content/applications/hr/payroll.rst:132 msgid ":guilabel:`Working Schedule`: select the desired working schedule the contract applies to from the drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule `." msgstr "" -#: ../../content/applications/hr/payroll.rst:133 +#: ../../content/applications/hr/payroll.rst:135 msgid ":guilabel:`Work Entry Source`: select how the work entries are generated. Choices are either:" msgstr "" -#: ../../content/applications/hr/payroll.rst:135 +#: ../../content/applications/hr/payroll.rst:137 msgid ":guilabel:`Working Schedule`: work entries are generated based on the selected working schedule." msgstr "" -#: ../../content/applications/hr/payroll.rst:136 +#: ../../content/applications/hr/payroll.rst:138 msgid ":guilabel:`Attendances`: work entries are generated based on the employee's attendance, as they are logged in the *Attendances* application. Refer to the :ref:`Attendances ` documentation for information on checking in and out." msgstr "" -#: ../../content/applications/hr/payroll.rst:139 +#: ../../content/applications/hr/payroll.rst:141 msgid ":guilabel:`Planning`: work entries are generated based on the employee's planning in the *Planning* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:142 +#: ../../content/applications/hr/payroll.rst:144 msgid ":guilabel:`Salary Structure Type`: select the :ref:`salary structure type ` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:144 +#: ../../content/applications/hr/payroll.rst:146 msgid ":guilabel:`Department`: select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:146 +#: ../../content/applications/hr/payroll.rst:148 msgid ":guilabel:`Job Position`: select the :ref:`job position ` the contract template applies to from the drop-down menu. If blank, the template applies to all job positions." msgstr "" -#: ../../content/applications/hr/payroll.rst:148 +#: ../../content/applications/hr/payroll.rst:150 msgid ":guilabel:`Wage on Payroll`: enter the monthly wage in the field." msgstr "" -#: ../../content/applications/hr/payroll.rst:149 +#: ../../content/applications/hr/payroll.rst:151 msgid ":guilabel:`Contract Type`: select the type of contract from the drop-down menu. This list is the same as the :ref:`Employment Types `." msgstr "" -#: ../../content/applications/hr/payroll.rst:151 +#: ../../content/applications/hr/payroll.rst:153 msgid ":guilabel:`HR Responsible`: select the employee responsible for validating contracts, using this template, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:153 +#: ../../content/applications/hr/payroll.rst:155 msgid ":guilabel:`New Contract Document Template`: select a default document that a new employee has to sign to accept an offer." msgstr "" -#: ../../content/applications/hr/payroll.rst:155 +#: ../../content/applications/hr/payroll.rst:157 msgid ":guilabel:`Contract Update Document Template`: select a default document that a current employee has to sign to update their contract." msgstr "" @@ -6584,31 +6584,31 @@ msgstr "" msgid "A new contract template form, with the fields filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:163 +#: ../../content/applications/hr/payroll.rst:165 msgid "Salary information tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:165 +#: ../../content/applications/hr/payroll.rst:167 msgid ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:167 +#: ../../content/applications/hr/payroll.rst:169 msgid ":guilabel:`Schedule Pay`: using the drop-down menu, select how often the employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." msgstr "" -#: ../../content/applications/hr/payroll.rst:171 +#: ../../content/applications/hr/payroll.rst:173 msgid ":guilabel:`Wage`: enter the gross wage. The time period presented in this field is based on what is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically." msgstr "" -#: ../../content/applications/hr/payroll.rst:174 +#: ../../content/applications/hr/payroll.rst:176 msgid ":guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee costs the employer. When this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated." msgstr "" -#: ../../content/applications/hr/payroll.rst:176 +#: ../../content/applications/hr/payroll.rst:178 msgid ":guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value is automatically populated after the :guilabel:`Yearly Cost (Real)` is entered." msgstr "" -#: ../../content/applications/hr/payroll.rst:180 +#: ../../content/applications/hr/payroll.rst:182 msgid "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate." msgstr "" @@ -6616,47 +6616,47 @@ msgstr "" msgid "The salary information tab, with the fields filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:190 +#: ../../content/applications/hr/payroll.rst:192 msgid "Pre-tax benefits and post-tax deductions" msgstr "" -#: ../../content/applications/hr/payroll.rst:192 +#: ../../content/applications/hr/payroll.rst:194 msgid "Depending on the localization settings set for the company, the entries presented in this section either vary, or may not appear at all." msgstr "" -#: ../../content/applications/hr/payroll.rst:195 +#: ../../content/applications/hr/payroll.rst:197 msgid "For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits." msgstr "" -#: ../../content/applications/hr/payroll.rst:198 +#: ../../content/applications/hr/payroll.rst:200 msgid "Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and/or deductions." msgstr "" -#: ../../content/applications/hr/payroll.rst:204 +#: ../../content/applications/hr/payroll.rst:206 msgid "Employment types" msgstr "" -#: ../../content/applications/hr/payroll.rst:206 +#: ../../content/applications/hr/payroll.rst:208 msgid "To view all the pre-configured employment types, navigate to :menuselection:`Payroll application --> Configuration --> Contracts: Employment Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:209 +#: ../../content/applications/hr/payroll.rst:211 msgid "The employment types are presented in a list view on the :guilabel:`Employment Types` page." msgstr "" -#: ../../content/applications/hr/payroll.rst:211 +#: ../../content/applications/hr/payroll.rst:213 msgid "The default employment types are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, :guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`." msgstr "" -#: ../../content/applications/hr/payroll.rst:214 +#: ../../content/applications/hr/payroll.rst:216 msgid "To make a new employment type, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the :guilabel:`Employment Types` page." msgstr "" -#: ../../content/applications/hr/payroll.rst:217 +#: ../../content/applications/hr/payroll.rst:219 msgid "On this new blank line, enter the name of the employment type in the :guilabel:`Name` column. If the employment type is country-specific, select the country using the drop-down menu in the :guilabel:`Country` column. If a country is selected, then the employment type is *only* applicable for that specific country." msgstr "" -#: ../../content/applications/hr/payroll.rst:222 +#: ../../content/applications/hr/payroll.rst:224 msgid "To rearrange the order of the employment types, click the :guilabel:`six small gray boxes` icon to the left of the employment type :guilabel:`Name`, and drag the line to the desired position on the list." msgstr "" @@ -6664,32 +6664,32 @@ msgstr "" msgid "The employment types in the database by default, in a list view." msgstr "" -#: ../../content/applications/hr/payroll.rst:233 +#: ../../content/applications/hr/payroll.rst:235 #: ../../content/applications/hr/payroll/work_entries.rst:3 msgid "Work entries" msgstr "" -#: ../../content/applications/hr/payroll.rst:235 +#: ../../content/applications/hr/payroll.rst:237 msgid "A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:240 +#: ../../content/applications/hr/payroll.rst:242 msgid ":doc:`Manage work entries `" msgstr "" -#: ../../content/applications/hr/payroll.rst:243 +#: ../../content/applications/hr/payroll.rst:245 msgid "Work entry types" msgstr "" -#: ../../content/applications/hr/payroll.rst:245 +#: ../../content/applications/hr/payroll.rst:247 msgid "When creating a work entry in the *Payroll* application, or when an employee enters information in the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of :guilabel:`Work Entry Types` is automatically created based on localization settings set in the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:250 +#: ../../content/applications/hr/payroll.rst:252 msgid "To view the current work entry types available, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Work Entry Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:253 +#: ../../content/applications/hr/payroll.rst:255 msgid "Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees are correctly entered." msgstr "" @@ -6697,117 +6697,117 @@ msgstr "" msgid "List of all work entry types currently available for use, with the payroll code and color." msgstr "" -#: ../../content/applications/hr/payroll.rst:261 +#: ../../content/applications/hr/payroll.rst:263 msgid "New work entry type" msgstr "" -#: ../../content/applications/hr/payroll.rst:263 +#: ../../content/applications/hr/payroll.rst:265 msgid "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the information for the following sections on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:267 -#: ../../content/applications/hr/payroll.rst:713 +#: ../../content/applications/hr/payroll.rst:269 +#: ../../content/applications/hr/payroll.rst:715 #: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" -#: ../../content/applications/hr/payroll.rst:269 +#: ../../content/applications/hr/payroll.rst:271 msgid ":guilabel:`Work Entry Type Name`: the name should be short and descriptive, such as `Sick Time` or `Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:271 +#: ../../content/applications/hr/payroll.rst:273 msgid ":guilabel:`Payroll Code`: this code appears with the work entry type on timesheets and payslips. Since the code is used in conjunction with the *Accounting* application, it is advised to check with the accounting department for a code to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:274 +#: ../../content/applications/hr/payroll.rst:276 msgid ":guilabel:`DMFA code`: this code is used to identify :abbr:`DMFA (De Multifunctionele Aangifte)` entries on a corresponding :abbr:`DMFA (De Multifunctionele Aangifte)` report. The :abbr:`DMFA (De Multifunctionele Aangifte)` report is a quarterly report that Belgian-based companies are required to submit for social security reporting purposes. This report states the work done by the employees during the quarter, as well as the salaries paid to those employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:279 +#: ../../content/applications/hr/payroll.rst:281 msgid ":guilabel:`External Code`: this code is used for exporting data to a third-party payroll service. Check with the third-party being used to determine the :guilabel:`External Code` to enter for the new work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:282 +#: ../../content/applications/hr/payroll.rst:284 msgid ":guilabel:`SDWorx code`: this code is only for companies that use SDWorx, a payroll service provider." msgstr "" -#: ../../content/applications/hr/payroll.rst:284 +#: ../../content/applications/hr/payroll.rst:286 msgid ":guilabel:`Color`: select a color for the particular work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:287 +#: ../../content/applications/hr/payroll.rst:289 msgid "Display in payslip section" msgstr "" -#: ../../content/applications/hr/payroll.rst:289 +#: ../../content/applications/hr/payroll.rst:291 msgid ":guilabel:`Rounding`: the rounding method selected determines how quantities on timesheet entries are displayed on the payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:292 +#: ../../content/applications/hr/payroll.rst:294 msgid ":guilabel:`No Rounding`: a timesheet entry is not modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:293 +#: ../../content/applications/hr/payroll.rst:295 msgid ":guilabel:`Half Day`: a timesheet entry is rounded to the closest half day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:294 +#: ../../content/applications/hr/payroll.rst:296 msgid ":guilabel:`Day`: a timesheet entry is rounded to the closest full day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:297 +#: ../../content/applications/hr/payroll.rst:299 msgid "If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours." msgstr "" -#: ../../content/applications/hr/payroll.rst:303 +#: ../../content/applications/hr/payroll.rst:305 msgid "Unpaid section" msgstr "" -#: ../../content/applications/hr/payroll.rst:305 +#: ../../content/applications/hr/payroll.rst:307 msgid ":guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify which pay structure the unpaid work entry applies to from the drop-down menu. Some situations where work is logged on a timesheet, but no compensation given would be for unpaid internships, unpaid training, or volunteer work." msgstr "" -#: ../../content/applications/hr/payroll.rst:311 +#: ../../content/applications/hr/payroll.rst:313 msgid "Valid for advantages section" msgstr "" -#: ../../content/applications/hr/payroll.rst:313 +#: ../../content/applications/hr/payroll.rst:315 msgid ":guilabel:`Meal Voucher`: if the work entry should count towards a meal voucher, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:314 +#: ../../content/applications/hr/payroll.rst:316 msgid ":guilabel:`Representation Fees`: if the work entry should count towards representation fees, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:316 +#: ../../content/applications/hr/payroll.rst:318 msgid ":guilabel:`Private Car Reimbursement`: if the work entry should count towards a private car reimbursement, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:320 +#: ../../content/applications/hr/payroll.rst:322 msgid "Time off options section" msgstr "" -#: ../../content/applications/hr/payroll.rst:322 +#: ../../content/applications/hr/payroll.rst:324 msgid ":guilabel:`Time Off`: check this box if the work entry type can be selected for a time off request, or entry, in the *Time Off* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:325 +#: ../../content/applications/hr/payroll.rst:327 msgid "If :guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field appears. This field has a drop-down menu to select the specific type of time off, such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours`, for example." msgstr "" -#: ../../content/applications/hr/payroll.rst:329 +#: ../../content/applications/hr/payroll.rst:331 msgid "A new type of time off can be entered in the field, if the listed types of time off in the drop-down menu do **not** display the type of time off needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:331 +#: ../../content/applications/hr/payroll.rst:333 msgid ":guilabel:`Keep Time Off Right`: this is for Belgian-specific companies **only**, and does **not** appear for other localizations. Check this box if the work entry is for time off that affects the time off benefits for the following year. Workers are given time off each year, according to the government, and in some cases, time off taken during a specific time period can affect how much time off the employee receives or accrues the following year." msgstr "" -#: ../../content/applications/hr/payroll.rst:338 +#: ../../content/applications/hr/payroll.rst:340 msgid "Reporting section" msgstr "" -#: ../../content/applications/hr/payroll.rst:340 +#: ../../content/applications/hr/payroll.rst:342 msgid ":guilabel:`Unforeseen Absence`: if the work entry should be visible on the unforeseen absences report, check this box." msgstr "" @@ -6815,23 +6815,23 @@ msgstr "" msgid "New work entry type form with all fields to be filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:350 +#: ../../content/applications/hr/payroll.rst:352 msgid "Working schedules" msgstr "" -#: ../../content/applications/hr/payroll.rst:352 +#: ../../content/applications/hr/payroll.rst:354 msgid "To view the currently configured working schedules, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Working Schedules`. The working schedules that are available for an employee's contracts and work entries are found in this list." msgstr "" -#: ../../content/applications/hr/payroll.rst:356 +#: ../../content/applications/hr/payroll.rst:358 msgid "Working schedules are company-specific. Each company **must** identify each type of working schedule they use. If the database is created for only one company, the company column is not available." msgstr "" -#: ../../content/applications/hr/payroll.rst:360 +#: ../../content/applications/hr/payroll.rst:362 msgid "An Odoo database containing multiple companies that use a standard 40-hour work week needs to have a separate working schedule entry for each company that uses the 40-hour standard work week." msgstr "" -#: ../../content/applications/hr/payroll.rst:363 +#: ../../content/applications/hr/payroll.rst:365 msgid "A database with five companies that all use a standard 40-hour work week needs to have five separate 40-hour working schedules configured." msgstr "" @@ -6839,27 +6839,27 @@ msgstr "" msgid "All working schedules available to use currently set up in the database for the company." msgstr "" -#: ../../content/applications/hr/payroll.rst:373 +#: ../../content/applications/hr/payroll.rst:375 msgid "New working schedule" msgstr "" -#: ../../content/applications/hr/payroll.rst:375 +#: ../../content/applications/hr/payroll.rst:377 msgid "To create a new working schedule, click the :guilabel:`New` button, and enter the information on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:378 +#: ../../content/applications/hr/payroll.rst:380 msgid "The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any adjustments to the days and times that apply to the new working time." msgstr "" -#: ../../content/applications/hr/payroll.rst:382 +#: ../../content/applications/hr/payroll.rst:384 msgid "In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified by typing in the time." msgstr "" -#: ../../content/applications/hr/payroll.rst:388 +#: ../../content/applications/hr/payroll.rst:390 msgid "The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example, `2:00 PM` would be entered as `14:00`." msgstr "" -#: ../../content/applications/hr/payroll.rst:391 +#: ../../content/applications/hr/payroll.rst:393 msgid "If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks calendar` button in the top-left. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`." msgstr "" @@ -6867,31 +6867,31 @@ msgstr "" msgid "New working schedule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:400 +#: ../../content/applications/hr/payroll.rst:402 msgid "Salary" msgstr "" -#: ../../content/applications/hr/payroll.rst:405 +#: ../../content/applications/hr/payroll.rst:407 msgid "Structure types" msgstr "" -#: ../../content/applications/hr/payroll.rst:407 +#: ../../content/applications/hr/payroll.rst:409 msgid "In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how an employee enters timesheets. Each structure type is an individual set of rules for processing a timesheet entry, which consists of different structures nested within it. Structure types define how often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how many hours the employee worked (varied)." msgstr "" -#: ../../content/applications/hr/payroll.rst:413 +#: ../../content/applications/hr/payroll.rst:415 msgid "For example, a structure type could be `Employee`, and that structure type could have two different structures in it: a `Regular Pay` structure which includes all the separate rules for processing regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures within the `Employee` structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:419 +#: ../../content/applications/hr/payroll.rst:421 msgid "The different :guilabel:`Structure Types` can be seen by navigating to :menuselection:`Payroll app --> Configuration --> Salary: Structure Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:422 +#: ../../content/applications/hr/payroll.rst:424 msgid "Two default structure types are configured in Odoo: :guilabel:`Employee` and :guilabel:`Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:424 +#: ../../content/applications/hr/payroll.rst:426 msgid "Typically, :guilabel:`Employee` is used for salaried employees, which is why the wage type is :guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for employees paid by the hour, so the wage type is :guilabel:`Hourly Wage`." msgstr "" @@ -6899,59 +6899,59 @@ msgstr "" msgid "List of all currently configured structure types available to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:435 +#: ../../content/applications/hr/payroll.rst:437 msgid "New structure type" msgstr "" -#: ../../content/applications/hr/payroll.rst:437 +#: ../../content/applications/hr/payroll.rst:439 msgid "To make a new structure type, click the :guilabel:`New` button, and a blank structure type form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:440 +#: ../../content/applications/hr/payroll.rst:442 msgid "Proceed to enter information in the fields. Most fields are pre-populated, but all the fields can be modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:443 +#: ../../content/applications/hr/payroll.rst:445 msgid ":guilabel:`Structure Type`: enter the name for the new structure type, such as `Employee` or `Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:445 +#: ../../content/applications/hr/payroll.rst:447 msgid ":guilabel:`Country`: select the country that the new structure type applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:447 +#: ../../content/applications/hr/payroll.rst:449 msgid ":guilabel:`Wage Type`: select what type of wage the new structure type uses, either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:450 +#: ../../content/applications/hr/payroll.rst:452 msgid "If the type is to be used for salaried employees, who receive the same wage every pay period, select :guilabel:`Fixed Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:453 +#: ../../content/applications/hr/payroll.rst:455 msgid "If the type is to be used for employees, who receive wages based on how many hours they worked during a pay period, select :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:455 +#: ../../content/applications/hr/payroll.rst:457 msgid ":guilabel:`Default Scheduled Pay`: select the typical pay schedule for the new structure type from the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This indicates how often this specific type of structure is paid out." msgstr "" -#: ../../content/applications/hr/payroll.rst:459 +#: ../../content/applications/hr/payroll.rst:461 msgid ":guilabel:`Default Working Hours`: select the default working hours for the new structure type from the drop-down menu. All available working hours for the currently selected company appear in the drop-down menu. The default working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list, a :ref:`new set of default working hours can be created `." msgstr "" -#: ../../content/applications/hr/payroll.rst:464 +#: ../../content/applications/hr/payroll.rst:466 msgid ":guilabel:`Regular Pay Structure`: type in the name for the regular pay structure." msgstr "" -#: ../../content/applications/hr/payroll.rst:465 +#: ../../content/applications/hr/payroll.rst:467 msgid ":guilabel:`Default Work Entry Type`: select the default type of work entry the new structure type falls under from the drop-down menu. The default options include :guilabel:`Attendance`, :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra Hours`, and :guilabel:`Long Term Time Off`." msgstr "" -#: ../../content/applications/hr/payroll.rst:471 +#: ../../content/applications/hr/payroll.rst:473 msgid "To view all the options for the :guilabel:`Default Work Entry Type`, click the :guilabel:`Search More..` button at the bottom of the drop-down list." msgstr "" -#: ../../content/applications/hr/payroll.rst:474 +#: ../../content/applications/hr/payroll.rst:476 msgid "Depending on the localization settings, this list may contain more options in addition to the default options." msgstr "" @@ -6959,75 +6959,75 @@ msgstr "" msgid "New structure type form to fill out when creating a new structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:484 +#: ../../content/applications/hr/payroll.rst:486 msgid "New default working hours" msgstr "" -#: ../../content/applications/hr/payroll.rst:486 +#: ../../content/applications/hr/payroll.rst:488 msgid "To make new default working hours, type the name for the new working hours in the :guilabel:`Default Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default working hours form pops up. The default working hours form has two sections, a general information section and a tab listing out all the individual working hours by day and time. When the form is completed, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:492 +#: ../../content/applications/hr/payroll.rst:494 msgid ":guilabel:`Name`: type in the name for the new default working hours. This should be descriptive and clear to understand, such as `Standard 20 Hours/Week`." msgstr "" -#: ../../content/applications/hr/payroll.rst:494 +#: ../../content/applications/hr/payroll.rst:496 msgid ":guilabel:`Company`: select the company that can use these new default working hours from the drop-down menu. Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set." msgstr "" -#: ../../content/applications/hr/payroll.rst:497 +#: ../../content/applications/hr/payroll.rst:499 msgid ":guilabel:`Average Hour Per Day`: the average hours per day field is auto-populated, based on the working hours configured in the :guilabel:`Working Hours` tab. This entry affects resource planning, since the average daily hours affect what resources can be used, and in what quantity, per work day." msgstr "" -#: ../../content/applications/hr/payroll.rst:501 +#: ../../content/applications/hr/payroll.rst:503 msgid ":guilabel:`Timezone`: select the time zone to be used for the new default working hours from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:503 +#: ../../content/applications/hr/payroll.rst:505 msgid ":guilabel:`Company Full Time`: enter the number of hours per week an employee would need to work to be considered a full-time employee. Typically, this is approximately 40 hours, and this number affects what types of benefits an employee can receive, based on their employment status (full-time vs part-time)." msgstr "" -#: ../../content/applications/hr/payroll.rst:507 +#: ../../content/applications/hr/payroll.rst:509 msgid ":guilabel:`Work Time Rate`: this percentage is auto-generated based on the entry for the :guilabel:`Company Full Time` and the working hours configured in the :guilabel:`Working Hours` tab. This number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment." msgstr "" -#: ../../content/applications/hr/payroll.rst:511 +#: ../../content/applications/hr/payroll.rst:513 msgid ":guilabel:`Working Hours` Tab: this tab is where each day's specific working hours are listed. When a new default working hour form is created, the :guilabel:`Working Hours` tab is pre-populated with a default 40-hour week, with each day divided into three timed sections." msgstr "" -#: ../../content/applications/hr/payroll.rst:515 +#: ../../content/applications/hr/payroll.rst:517 msgid "Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured, using a 24 hour time format." msgstr "" -#: ../../content/applications/hr/payroll.rst:518 +#: ../../content/applications/hr/payroll.rst:520 msgid "To adjust any of these hours, click on the specific field to adjust, and make the adjustment using the drop-down menus, or in the specific case of the times, type in the desired time." msgstr "" -#: ../../content/applications/hr/payroll.rst:521 +#: ../../content/applications/hr/payroll.rst:523 msgid "Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set." msgstr "" -#: ../../content/applications/hr/payroll.rst:525 +#: ../../content/applications/hr/payroll.rst:527 msgid "If the working hours are not consistent each week, and the hours are on a bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default working hours form. This changes the :guilabel:`Working Hours` tab to display two weeks of working times that can be adjusted." msgstr "" -#: ../../content/applications/hr/payroll.rst:531 +#: ../../content/applications/hr/payroll.rst:533 msgid "Structures" msgstr "" -#: ../../content/applications/hr/payroll.rst:533 +#: ../../content/applications/hr/payroll.rst:535 msgid "*Salary structures* are the different ways an employee gets paid within a specific *structure*, and are specifically defined by various rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:536 +#: ../../content/applications/hr/payroll.rst:538 msgid "The amount of structures a company needs for each structure type depends on how many different ways employees are paid, and how their pay is calculated. For example, a common structure that could be useful to add may be a `Bonus`." msgstr "" -#: ../../content/applications/hr/payroll.rst:540 +#: ../../content/applications/hr/payroll.rst:542 msgid "To view all the various structures for each structure type, go to :menuselection:`Payroll app --> Configuration --> Salary --> Structures`." msgstr "" -#: ../../content/applications/hr/payroll.rst:543 +#: ../../content/applications/hr/payroll.rst:545 msgid "Each :ref:`structure type ` lists the various structures associated with it. Each structure contains a set of rules that define it." msgstr "" @@ -7035,7 +7035,7 @@ msgstr "" msgid "All available salary structures." msgstr "" -#: ../../content/applications/hr/payroll.rst:550 +#: ../../content/applications/hr/payroll.rst:552 msgid "Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the payslip for the employee." msgstr "" @@ -7043,60 +7043,60 @@ msgstr "" msgid "Salary structure details for Regular Pay, listing all the specific Salary Rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:558 +#: ../../content/applications/hr/payroll.rst:560 #: ../../content/applications/hr/time_off.rst:273 msgid "Rules" msgstr "" -#: ../../content/applications/hr/payroll.rst:560 +#: ../../content/applications/hr/payroll.rst:562 msgid "Each structure has a set of *salary rules* to follow for accounting purposes. These rules are configured by the localization, and affect actions in the *Accounting* application, so modifications to the default rules, or the creation of new rules, should only be done when necessary." msgstr "" -#: ../../content/applications/hr/payroll.rst:564 +#: ../../content/applications/hr/payroll.rst:566 msgid "To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:567 +#: ../../content/applications/hr/payroll.rst:569 msgid "To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the following information in the fields." msgstr "" -#: ../../content/applications/hr/payroll.rst:571 +#: ../../content/applications/hr/payroll.rst:573 msgid "Top section" msgstr "" -#: ../../content/applications/hr/payroll.rst:573 +#: ../../content/applications/hr/payroll.rst:575 msgid ":guilabel:`Rule Name`: enter a name for the rule. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:574 +#: ../../content/applications/hr/payroll.rst:576 msgid ":guilabel:`Category`: select a category the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:576 +#: ../../content/applications/hr/payroll.rst:578 msgid ":guilabel:`Code`: enter a code to be used for this new rule. It is recommended to coordinate with the accounting department for a code to use as this affects accounting reports and payroll processing. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:579 +#: ../../content/applications/hr/payroll.rst:581 msgid ":guilabel:`Sequence`: enter a number indicating when this rule is calculated in the sequence of all other rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:581 +#: ../../content/applications/hr/payroll.rst:583 msgid ":guilabel:`Salary Structure`: select a salary structure the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:583 +#: ../../content/applications/hr/payroll.rst:585 msgid ":guilabel:`Active`: enable this toggle, so the rule is available for use. Disable the toggle to hide the rule without deleting it in the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:585 +#: ../../content/applications/hr/payroll.rst:587 msgid ":guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee payslips." msgstr "" -#: ../../content/applications/hr/payroll.rst:586 +#: ../../content/applications/hr/payroll.rst:588 msgid ":guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the :guilabel:`Employer Cost` report, located on the *Payroll* app dashboard." msgstr "" -#: ../../content/applications/hr/payroll.rst:588 +#: ../../content/applications/hr/payroll.rst:590 msgid ":guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll reports." msgstr "" @@ -7104,72 +7104,72 @@ msgstr "" msgid "Enter the information for the new rule on the new rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:596 +#: ../../content/applications/hr/payroll.rst:598 msgid "General tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:599 +#: ../../content/applications/hr/payroll.rst:601 msgid "Conditions" msgstr "" -#: ../../content/applications/hr/payroll.rst:601 +#: ../../content/applications/hr/payroll.rst:603 msgid ":guilabel:`Condition Based on`: select from the drop-down menu whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the code is entered beneath the selection). This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:607 +#: ../../content/applications/hr/payroll.rst:609 msgid "Computation" msgstr "" -#: ../../content/applications/hr/payroll.rst:609 +#: ../../content/applications/hr/payroll.rst:611 msgid ":guilabel:`Amount Type`: select from the drop-down menu whether the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be entered next. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:615 +#: ../../content/applications/hr/payroll.rst:617 msgid "Company contribution" msgstr "" -#: ../../content/applications/hr/payroll.rst:617 +#: ../../content/applications/hr/payroll.rst:619 msgid ":guilabel:`Partner`: if another company financially contributes to this rule, select the company from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:621 -#: ../../content/applications/hr/payroll.rst:798 +#: ../../content/applications/hr/payroll.rst:623 +#: ../../content/applications/hr/payroll.rst:800 msgid "Description tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:623 +#: ../../content/applications/hr/payroll.rst:625 msgid "Provide any additional information in this tab to help clarify the rule. This tab only appears in the rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:627 +#: ../../content/applications/hr/payroll.rst:629 msgid "Accounting tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:629 +#: ../../content/applications/hr/payroll.rst:631 msgid ":guilabel:`Debit Account`: select the debit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:630 +#: ../../content/applications/hr/payroll.rst:632 msgid ":guilabel:`Credit Account`: select the credit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:631 +#: ../../content/applications/hr/payroll.rst:633 msgid ":guilabel:`Not computed in net accountability`: tick the checkbox to delete the value of this rule in the `Net Salary` rule." msgstr "" -#: ../../content/applications/hr/payroll.rst:635 +#: ../../content/applications/hr/payroll.rst:637 msgid "Rule parameters" msgstr "" -#: ../../content/applications/hr/payroll.rst:638 +#: ../../content/applications/hr/payroll.rst:640 msgid "Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app --> Configuration --> Salary --> Rule Parameters` menu is still in development and only serves a specific use case for Belgian markets. The documentation will be updated when this section has matured to more markets." msgstr "" -#: ../../content/applications/hr/payroll.rst:644 +#: ../../content/applications/hr/payroll.rst:646 msgid "Other input types" msgstr "" -#: ../../content/applications/hr/payroll.rst:646 +#: ../../content/applications/hr/payroll.rst:648 msgid "When creating payslips, it is sometimes necessary to add other entries for specific circumstances, like expenses, reimbursements, or deductions. These other inputs can be configured by navigating to :menuselection:`Payroll app --> Configuration --> Salary --> Other Input Types`." msgstr "" @@ -7178,11 +7178,11 @@ msgid "A list of other input types for payroll that can be selected when creatin "a payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:655 +#: ../../content/applications/hr/payroll.rst:657 msgid "To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` field." msgstr "" -#: ../../content/applications/hr/payroll.rst:660 +#: ../../content/applications/hr/payroll.rst:662 msgid "The :guilabel:`Code` is used in the salary rules to compute payslips. If the :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type is available for all payslips and is not exclusive to a specific structure." msgstr "" @@ -7190,28 +7190,28 @@ msgstr "" msgid "A new Input Type form filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:671 +#: ../../content/applications/hr/payroll.rst:673 #: ../../content/applications/hr/recruitment.rst:167 msgid "Salary package configurator" msgstr "" -#: ../../content/applications/hr/payroll.rst:673 +#: ../../content/applications/hr/payroll.rst:675 msgid "The various options under the :guilabel:`Salary Package Configurator` section of the :menuselection:`Payroll app --> Configuration --> Salary Package Configurator` menu all affect an employee's potential salary. These sections (:guilabel:`Benefits`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what benefits can be offered to an employee in their salary package." msgstr "" -#: ../../content/applications/hr/payroll.rst:678 +#: ../../content/applications/hr/payroll.rst:680 msgid "Depending on what information an employee enters (such as deductions, dependents, etc.), their salary is adjusted accordingly. When an applicant applies for a job on the company website, the sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and what is populated, as the applicant enters information." msgstr "" -#: ../../content/applications/hr/payroll.rst:684 +#: ../../content/applications/hr/payroll.rst:686 msgid "Benefits" msgstr "" -#: ../../content/applications/hr/payroll.rst:686 +#: ../../content/applications/hr/payroll.rst:688 msgid "When offering potential employees a position, there can be certain benefits set in Odoo, in addition to the salary, to make an offer more appealing (such as extra time off, the use of a company car, reimbursement for a phone or internet, etc.)." msgstr "" -#: ../../content/applications/hr/payroll.rst:690 +#: ../../content/applications/hr/payroll.rst:692 msgid "To view the benefits, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Benefits`. Benefits are grouped by :guilabel:`Structure type`, and the benefit listed for a particular structure type is only available for that specific structure." msgstr "" @@ -7219,67 +7219,67 @@ msgstr "" msgid "A list view of all the benefits available for each structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:699 +#: ../../content/applications/hr/payroll.rst:701 msgid "A company has two structure types, one labeled :guilabel:`Employee`, and another labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type contains the benefit of using a company car, while the :guilabel:`Intern` structure type has a meal voucher benefit available." msgstr "" -#: ../../content/applications/hr/payroll.rst:703 +#: ../../content/applications/hr/payroll.rst:705 msgid "A person hired under the :guilabel:`Employee` structure type can use the company car benefit, but cannot have meal vouchers. A person hired under the :guilabel:`Intern` structure type would have meal voucher benefits available to them, not the use of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:707 +#: ../../content/applications/hr/payroll.rst:709 msgid "To make a new benefit, click the :guilabel:`New` button, and enter the information in the fields on the blank benefits form." msgstr "" -#: ../../content/applications/hr/payroll.rst:710 +#: ../../content/applications/hr/payroll.rst:712 msgid "The various fields for creating a benefit are as follows:" msgstr "" -#: ../../content/applications/hr/payroll.rst:715 +#: ../../content/applications/hr/payroll.rst:717 msgid ":guilabel:`Benefits`: enter the name for the benefit. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:716 +#: ../../content/applications/hr/payroll.rst:718 msgid ":guilabel:`Benefit Field`: select from the drop-down menu the type of benefit this is." msgstr "" -#: ../../content/applications/hr/payroll.rst:717 +#: ../../content/applications/hr/payroll.rst:719 msgid ":guilabel:`Cost Field`: select from the drop-down menu the type of cost incurred by the company for this specific benefit. The default options are :guilabel:`Calendar Changed`, :guilabel:`Yearly Cost (Real)`, :guilabel:`Extra Time Off`, :guilabel:`Hourly Wage`, :guilabel:`Part Time`, :guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time rate`. Depending on the localization settings, additional options are available." msgstr "" -#: ../../content/applications/hr/payroll.rst:722 +#: ../../content/applications/hr/payroll.rst:724 msgid ":guilabel:`Related Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:726 +#: ../../content/applications/hr/payroll.rst:728 msgid ":guilabel:`Benefit Field`: select from the drop-down menu the specific field on the contract the benefit appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:728 +#: ../../content/applications/hr/payroll.rst:730 msgid ":guilabel:`Cost Field`: select the specific field on the contract that the cost of the benefit is linked to, using the drop-down menu. If this field is left blank, the cost of the benefit is not computed in the employee budget." msgstr "" -#: ../../content/applications/hr/payroll.rst:731 +#: ../../content/applications/hr/payroll.rst:733 msgid ":guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should impact the employee's net salary." msgstr "" -#: ../../content/applications/hr/payroll.rst:733 +#: ../../content/applications/hr/payroll.rst:735 msgid ":guilabel:`Requested Documents`: select any document that is required to be submitted for this benefit, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:735 +#: ../../content/applications/hr/payroll.rst:737 msgid ":guilabel:`Mandatory Benefits`: using the drop-down menu, select the benefit that is required in order for this specific benefit to be offered to the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:738 +#: ../../content/applications/hr/payroll.rst:740 msgid "For example, a benefit for car insurance would populate `Company Car` in this field. This would allow the car insurance benefit to **only** be displayed if the employee has selected/enabled the benefit of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:741 +#: ../../content/applications/hr/payroll.rst:743 msgid ":guilabel:`Salary Structure Type`: select from the drop-down menu which salary structure type this benefit applies to. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:743 +#: ../../content/applications/hr/payroll.rst:745 msgid ":guilabel:`Unit of Measure`: select the metric that the benefit is granted, using the drop-down menu. The options are :guilabel:`Days`, :guilabel:`Percent`, or :guilabel:`Currency`." msgstr "" @@ -7287,100 +7287,100 @@ msgstr "" msgid "A new benefit form filled out for an internet subscription." msgstr "" -#: ../../content/applications/hr/payroll.rst:751 +#: ../../content/applications/hr/payroll.rst:753 msgid "Display section" msgstr "" -#: ../../content/applications/hr/payroll.rst:753 +#: ../../content/applications/hr/payroll.rst:755 msgid ":guilabel:`Show Name`: tick the checkbox to have the benefit name appear in the salary package configurator." msgstr "" -#: ../../content/applications/hr/payroll.rst:755 +#: ../../content/applications/hr/payroll.rst:757 msgid ":guilabel:`Display Type`: select from the drop-down menu how this benefit is displayed. The options are :guilabel:`Always Selected`, :guilabel:`Dropdown`, :guilabel:`Dropdown Group`, :guilabel:`Slider`, :guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:760 +#: ../../content/applications/hr/payroll.rst:762 msgid "Depending on the selection made, additional configurations need to be made. For example, if :guilabel:`Radio Buttons` is selected, the individual radio buttons must be entered." msgstr "" -#: ../../content/applications/hr/payroll.rst:762 +#: ../../content/applications/hr/payroll.rst:764 msgid ":guilabel:`Icon`: an icon from the `Font Awesome 4 library `_ can be visible for this benefit. Enter the text code for the icon in this field. For example, to display a suitcase icon, the code `fa fa-suitcase` is entered on this line." msgstr "" -#: ../../content/applications/hr/payroll.rst:765 +#: ../../content/applications/hr/payroll.rst:767 msgid ":guilabel:`Hide Description`: tick the checkbox to hide the benefit description if the benefit is not selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:767 +#: ../../content/applications/hr/payroll.rst:769 msgid ":guilabel:`Folded`: if the benefit should be folded, or hidden, because it is dependant on another benefit selection, tick the checkbox. The following fields appear when this is active:" msgstr "" -#: ../../content/applications/hr/payroll.rst:770 +#: ../../content/applications/hr/payroll.rst:772 msgid ":guilabel:`Fold Label`: enter a name for the folded section of the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:771 +#: ../../content/applications/hr/payroll.rst:773 msgid ":guilabel:`Fold Res Field`: select the contract field this benefit is tied to using the drop-down menu. If this field is selected on the contract, then this benefit becomes visible." msgstr "" -#: ../../content/applications/hr/payroll.rst:775 +#: ../../content/applications/hr/payroll.rst:777 msgid "Activity section" msgstr "" -#: ../../content/applications/hr/payroll.rst:777 +#: ../../content/applications/hr/payroll.rst:779 msgid ":guilabel:`Activity Type`: from the drop-down menu, select the activity type that is automatically created when this benefit is selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:779 +#: ../../content/applications/hr/payroll.rst:781 msgid ":guilabel:`Activity Creation`: select when the activity is created, either when the :guilabel:`Employee signs his contract`, or when the :guilabel:`Contract is countersigned`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:782 +#: ../../content/applications/hr/payroll.rst:784 msgid ":guilabel:`Activity Creation Type`: select the parameters for when the activity is created, either :guilabel:`When the benefit is set` or :guilabel:`When the benefit is modified`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:785 +#: ../../content/applications/hr/payroll.rst:787 msgid ":guilabel:`Assigned to`: select the user the activity is automatically assigned to, using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:789 +#: ../../content/applications/hr/payroll.rst:791 #: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" -#: ../../content/applications/hr/payroll.rst:791 +#: ../../content/applications/hr/payroll.rst:793 msgid ":guilabel:`Template to Sign`: if the employee is required to sign a document when selecting this benefit, select the document template from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:794 +#: ../../content/applications/hr/payroll.rst:796 msgid "For example, a benefit regarding the use of a company car may require the employee to sign a document acknowledging the company's car policies." msgstr "" -#: ../../content/applications/hr/payroll.rst:800 +#: ../../content/applications/hr/payroll.rst:802 msgid "Provide any additional information in this tab to help clarify the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:803 +#: ../../content/applications/hr/payroll.rst:805 msgid "Personal info" msgstr "" -#: ../../content/applications/hr/payroll.rst:805 +#: ../../content/applications/hr/payroll.rst:807 msgid "Every employee in Odoo has an *employee card* which is created when a candidate becomes an employee. This card includes all of their personal information, resume, work information, and documents." msgstr "" -#: ../../content/applications/hr/payroll.rst:809 +#: ../../content/applications/hr/payroll.rst:811 msgid "The personal information is gathered from the salary package configurator section that a candidate fills out after being offered a position. This personal information is then transferred to the employee card when they are hired." msgstr "" -#: ../../content/applications/hr/payroll.rst:813 +#: ../../content/applications/hr/payroll.rst:815 msgid "To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on the employee's card." msgstr "" -#: ../../content/applications/hr/payroll.rst:817 +#: ../../content/applications/hr/payroll.rst:819 msgid "An employee card can be thought of as an employee personnel file." msgstr "" -#: ../../content/applications/hr/payroll.rst:819 +#: ../../content/applications/hr/payroll.rst:821 msgid "The :guilabel:`Personal Info` section lists all of the fields that are available to enter on the employee's card. To access this section, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Personal Info`." msgstr "" @@ -7388,31 +7388,31 @@ msgstr "" msgid "A list of all the personal information that appears on the employee card to enter." msgstr "" -#: ../../content/applications/hr/payroll.rst:827 +#: ../../content/applications/hr/payroll.rst:829 msgid "To edit a personal info entry, select an entry from the list on the :guilabel:`Personal Info` page, and modify the personal info on the form that appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:830 +#: ../../content/applications/hr/payroll.rst:832 msgid "To create a new personal info entry, click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/hr/payroll.rst:832 +#: ../../content/applications/hr/payroll.rst:834 msgid "The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related Model`, :guilabel:`Related Field`, and :guilabel:`Category`." msgstr "" -#: ../../content/applications/hr/payroll.rst:835 +#: ../../content/applications/hr/payroll.rst:837 msgid "Select a :guilabel:`Related Model` from the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank Account` option is also available if the information is related to a bank account, instead." msgstr "" -#: ../../content/applications/hr/payroll.rst:839 +#: ../../content/applications/hr/payroll.rst:841 msgid "Select a :guilabel:`Related Field` from the drop-down menu that best describes what kind of personal information this entry is, and where it is stored in the backend. Then, select a :guilabel:`Category` from the drop-down menu that the personal information should be under, such as :guilabel:`Address` or :guilabel:`Personal Documents`." msgstr "" -#: ../../content/applications/hr/payroll.rst:844 +#: ../../content/applications/hr/payroll.rst:846 msgid "The two most important fields on the personal info form are :guilabel:`Is Required` and :guilabel:`Display Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:847 +#: ../../content/applications/hr/payroll.rst:849 msgid "Checking the :guilabel:`Is Required` box makes the field mandatory on the employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of ways, like a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more." msgstr "" @@ -7420,71 +7420,71 @@ msgstr "" msgid "New personal information entry." msgstr "" -#: ../../content/applications/hr/payroll.rst:859 +#: ../../content/applications/hr/payroll.rst:861 msgid "The resumé section, housed within the salary package configurator section of the settings menu, is how salary information rules are configured when offering a position to potential employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:862 +#: ../../content/applications/hr/payroll.rst:864 msgid "When an offer is sent to a prospective employee, the values for the offer are computed from these settings, and appear on the offer page." msgstr "" -#: ../../content/applications/hr/payroll.rst:865 +#: ../../content/applications/hr/payroll.rst:867 msgid "To configure this section, navigate to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Resumé`." msgstr "" -#: ../../content/applications/hr/payroll.rst:868 +#: ../../content/applications/hr/payroll.rst:870 msgid "By default, there are three :guilabel:`Salary Structure Types` pre-configured in Odoo: :guilabel:`Worker`, :guilabel:`Employee`, and :guilabel:`None`." msgstr "" -#: ../../content/applications/hr/payroll.rst:871 +#: ../../content/applications/hr/payroll.rst:873 msgid "Each :guilabel:`Salary Structure Type` has several rules configured. These affect how an offer is calculated using that particular :guilabel:`Salary Structure Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:874 +#: ../../content/applications/hr/payroll.rst:876 msgid "To create a new rule, click the :guilabel:`New` button, and a blank :guilabel:`Contract Salary Resumé` form loads." msgstr "" -#: ../../content/applications/hr/payroll.rst:879 +#: ../../content/applications/hr/payroll.rst:881 msgid ":guilabel:`Information`: type in a name for this field." msgstr "" -#: ../../content/applications/hr/payroll.rst:880 +#: ../../content/applications/hr/payroll.rst:882 msgid ":guilabel:`Category`: select the category this value is housed under, using the drop-down menu. The default options are :guilabel:`Monthly Salary`, :guilabel:`Monthly Benefits`, :guilabel:`Yearly Benefits`, and :guilabel:`Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:884 +#: ../../content/applications/hr/payroll.rst:886 msgid "New categories can be made if needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:886 +#: ../../content/applications/hr/payroll.rst:888 msgid "Click the :guilabel:`New` button, then enter the name for the new category in the :guilabel:`Name` field. Next, select the :guilabel:`Periodicity` from the drop-down menu, either :guilabel:`Monthly` or :guilabel:`Yearly`. Last, enter a number for the sequence. This corresponds to where this rule appears in the :guilabel:`Salary Structure Type` rule list." msgstr "" -#: ../../content/applications/hr/payroll.rst:891 +#: ../../content/applications/hr/payroll.rst:893 msgid "Finally, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:892 +#: ../../content/applications/hr/payroll.rst:894 msgid ":guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added in the monthly total calculation." msgstr "" -#: ../../content/applications/hr/payroll.rst:894 +#: ../../content/applications/hr/payroll.rst:896 msgid ":guilabel:`Unit of Measure`: select what kind of value this rule is, either :guilabel:`Currency`, :guilabel:`Days`, or :guilabel:`Percent`." msgstr "" -#: ../../content/applications/hr/payroll.rst:897 +#: ../../content/applications/hr/payroll.rst:899 msgid ":guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for compensation in the form of time off, and :guilabel:`Percent` is for a monetary value awarded that is based upon another metric, such as commissions." msgstr "" -#: ../../content/applications/hr/payroll.rst:900 +#: ../../content/applications/hr/payroll.rst:902 msgid ":guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure Type` this rule is nested under, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:902 +#: ../../content/applications/hr/payroll.rst:904 msgid ":guilabel:`Value Type`: select how the value is computed, using the drop-down menu. The default options are :guilabel:`Fixed Value`, :guilabel:`Contract Value`, :guilabel:`Payslip Value`, :guilabel:`Sum of Benefits Values`, and :guilabel:`Monthly Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:905 +#: ../../content/applications/hr/payroll.rst:907 msgid ":guilabel:`Code`: select the code this rule applies to from the drop-down menu." msgstr "" @@ -7492,28 +7492,28 @@ msgstr "" msgid "The net wage rule form filled out, with all the information for net pay." msgstr "" -#: ../../content/applications/hr/payroll.rst:912 +#: ../../content/applications/hr/payroll.rst:914 msgid "Jobs" msgstr "" -#: ../../content/applications/hr/payroll.rst:914 +#: ../../content/applications/hr/payroll.rst:916 msgid "Since the *Payroll* application is responsible for paying employees for specific job positions, the complete list of job positions can be found in both the *Payroll* and *Recruitment* applications." msgstr "" -#: ../../content/applications/hr/payroll.rst:920 +#: ../../content/applications/hr/payroll.rst:922 #: ../../content/applications/hr/recruitment/new_job.rst:3 msgid "Job positions" msgstr "" -#: ../../content/applications/hr/payroll.rst:922 +#: ../../content/applications/hr/payroll.rst:924 msgid "The job positions listed in the *Payroll* application are identical to the job positions listed in the *Recruitment* application. If a new job position is added in the *Recruitment* application, it is also visible in the *Payroll* application, and vice versa." msgstr "" -#: ../../content/applications/hr/payroll.rst:926 +#: ../../content/applications/hr/payroll.rst:928 msgid "To view the job positions, navigate to :menuselection:`Payroll app --> Configuration --> Jobs: Job Positions`." msgstr "" -#: ../../content/applications/hr/payroll.rst:929 +#: ../../content/applications/hr/payroll.rst:931 msgid "A list of all the job positions appear, along with the corresponding department, on the :guilabel:`Job Position` page." msgstr "" @@ -7521,43 +7521,43 @@ msgstr "" msgid "A list of all the job positions and corresponding departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:936 +#: ../../content/applications/hr/payroll.rst:938 msgid "To create a new job description, click the :guilabel:`New` button and a job form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:938 +#: ../../content/applications/hr/payroll.rst:940 msgid "Enter the information on the form for the new position. The information is identical as to the information entered when creating a new job position in the *Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:941 +#: ../../content/applications/hr/payroll.rst:943 msgid "Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on how to fill out this form." msgstr "" -#: ../../content/applications/hr/payroll.rst:945 +#: ../../content/applications/hr/payroll.rst:947 msgid ":doc:`payroll/contracts`" msgstr "" -#: ../../content/applications/hr/payroll.rst:946 +#: ../../content/applications/hr/payroll.rst:948 msgid ":doc:`payroll/work_entries`" msgstr "" -#: ../../content/applications/hr/payroll.rst:947 +#: ../../content/applications/hr/payroll.rst:949 msgid ":doc:`payroll/salary_attachments`" msgstr "" -#: ../../content/applications/hr/payroll.rst:948 +#: ../../content/applications/hr/payroll.rst:950 msgid ":doc:`payroll/payslips`" msgstr "" -#: ../../content/applications/hr/payroll.rst:949 +#: ../../content/applications/hr/payroll.rst:951 msgid ":doc:`payroll/reporting`" msgstr "" -#: ../../content/applications/hr/payroll.rst:950 +#: ../../content/applications/hr/payroll.rst:952 msgid ":doc:`payroll/work_entry_analysis`" msgstr "" -#: ../../content/applications/hr/payroll.rst:951 +#: ../../content/applications/hr/payroll.rst:953 msgid ":doc:`payroll/salary_attachment`" msgstr "" @@ -13150,103 +13150,83 @@ msgstr "" msgid "The *Allocations* page of the **Time Off** app is **only** visible to users who have either *Time Off Officer* or *Administrator* access rights for the **Time Off** application. For more information on access rights, refer to the :doc:`access rights <../../general/users/access_rights/>` documentation." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:15 +#: ../../content/applications/hr/time_off/allocations.rst:17 msgid "Allocate time off" msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:17 +#: ../../content/applications/hr/time_off/allocations.rst:19 msgid "To create a new allocation, navigate to :menuselection:`Time Off app --> Management --> Allocations`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:20 +#: ../../content/applications/hr/time_off/allocations.rst:22 msgid "This presents a list of all current allocations, including their respective statuses." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:22 -msgid "Click :guilabel:`New` to allocate time off, and a blank allocation form appears." +#: ../../content/applications/hr/time_off/allocations.rst:24 +msgid "Click :guilabel:`New` to allocate time off, and a blank :guilabel:`Allocation` form appears." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:24 +#: ../../content/applications/hr/time_off/allocations.rst:26 msgid "After entering a name for the allocation on the first blank field of the form, enter the following information:" msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:27 +#: ../../content/applications/hr/time_off/allocations.rst:29 msgid ":guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off that is being allocated to the employees." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:29 +#: ../../content/applications/hr/time_off/allocations.rst:31 msgid ":guilabel:`Allocation Type`: Select either :guilabel:`Regular Allocation` or :guilabel:`Accrual Allocation`. If the allocation is **not** based on an :ref:`accrual plan `, select :guilabel:`Regular Allocation`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:32 +#: ../../content/applications/hr/time_off/allocations.rst:34 msgid ":guilabel:`Accrual Plan`: If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears. Using the drop-down menu, select the accrual plan with which the allocation is associated. An accrual plan **must** be selected for an :guilabel:`Accrual Allocation`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:36 +#: ../../content/applications/hr/time_off/allocations.rst:38 msgid ":guilabel:`Validity Period/Start Date`: If :guilabel:`Regular Allocation` is selected for the :guilabel:`Allocation Type`, this field is labeled :guilabel:`Validity Period`. If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this field is labeled :guilabel:`Start Date`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:41 +#: ../../content/applications/hr/time_off/allocations.rst:43 msgid "The current date populates the first date field, by default. To select another date, click on the pre-populated date to reveal a popover calendar window. Navigate to the desired start date for the allocation, and click on the date to select it." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:45 +#: ../../content/applications/hr/time_off/allocations.rst:47 msgid "If the allocation expires, select the expiration date in the next date field. If the time off does *not* expire, leave the second date field blank. :guilabel:`No Limit` appears in the field if no date is selected." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:49 +#: ../../content/applications/hr/time_off/allocations.rst:51 msgid "If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this second field is labeled :guilabel:`Run until`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:53 +#: ../../content/applications/hr/time_off/allocations.rst:55 msgid "If the :guilabel:`Start Date` entered is in the middle of a period of time, such as the middle of the month, Odoo applies the allocation to the beginning or end of the period, depending on the *Accrued Gain Time* entered on the :ref:`accrual plan ` (either *At the start of the accrual period*, or *At the end of the accrual period*) instead of the specific date entered." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:59 +#: ../../content/applications/hr/time_off/allocations.rst:61 msgid "For example, an allocation is created, and references an accrual plan that grants time *At the start of the accrual period*, monthly, on the first of the month." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:62 +#: ../../content/applications/hr/time_off/allocations.rst:64 msgid "On the allocation form, the :guilabel:`Allocation Type` is set to :guilabel:`Accrual Allocation`, and the :guilabel:`Start Date` entered is `06/16/24`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:65 +#: ../../content/applications/hr/time_off/allocations.rst:67 msgid "Odoo's **Time Off** app retroactively applies the allocation to the beginning of the time period entered in the :guilabel:`Start Date`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:68 +#: ../../content/applications/hr/time_off/allocations.rst:70 msgid "Therefore, this allocation accrues time from `06/01/24`, rather than `06/16/24`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:70 +#: ../../content/applications/hr/time_off/allocations.rst:72 msgid "Additionally, if on the accrual form, the allocation references an accrual plan that grants time *`At the end of the accrual period*, the allocation accrues time from `7/01/24` rather than `6/18/24`." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:74 +#: ../../content/applications/hr/time_off/allocations.rst:76 msgid ":guilabel:`Allocation`: Enter the amount of time that is being allocated to the employees. This field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the selected :ref:`Time Off Type ` is configured." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:77 -msgid ":guilabel:`Mode`: Using the drop-down menu, select how the allocation is assigned. This selection determines who receives the time off allocation. The options are :guilabel:`By Employee`, :guilabel:`By Company`, :guilabel:`By Department`, or :guilabel:`By Employee Tag`." -msgstr "" - -#: ../../content/applications/hr/time_off/allocations.rst:81 -msgid "Depending on what is selected for the :guilabel:`Mode`, the field beneath :guilabel:`Mode` is labeled either: :guilabel:`Employees`, :guilabel:`Company`, :guilabel:`Department`, or :guilabel:`Employee Tag`." -msgstr "" - -#: ../../content/applications/hr/time_off/allocations.rst:85 -msgid "Using the drop-down menu, indicate the specific employees, company, department, or employee tags receiving this time off." -msgstr "" - -#: ../../content/applications/hr/time_off/allocations.rst:88 -msgid "Multiple selections can be made for either :guilabel:`Employees` or :guilabel:`Employee Tag`." -msgstr "" - -#: ../../content/applications/hr/time_off/allocations.rst:90 -msgid "Only one selection can be made for the :guilabel:`Company` or :guilabel:`Department`." -msgstr "" - -#: ../../content/applications/hr/time_off/allocations.rst:91 +#: ../../content/applications/hr/time_off/allocations.rst:79 msgid ":guilabel:`Add a reason...`: If any description or note is necessary to explain the time off allocation, enter it in this field at the bottom of the form." msgstr "" @@ -13255,47 +13235,96 @@ msgid "A new allocation form with all the fields filled out for the annual two w "granted to all employees." msgstr "" +#: ../../content/applications/hr/time_off/allocations.rst:87 +msgid "Multiple Allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:89 +msgid "When allocating time off, it is common to allocate time to several employees at once. This is done using the :guilabel:`Multiple Requests` feature." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:92 +msgid "To allocate time to multiple employees in a single allocation, navigate to :menuselection:`Time Off app --> Management --> Allocations`. Then, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in the upper-left corner, then click :icon:`fa-users` :guilabel:`Multiple Requests`. This reveals a :guilabel:`Multiple Requests` pop-up window." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:97 +msgid "This form is identical to the :guilabel:`Allocation` form, with an additional :guilabel:`Mode` field. The :guilabel:`Mode` field determines how multiple employees are selected." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:100 +msgid "Using the drop-down menu, select one of the following :guilabel:`Modes`:" +msgstr "" + #: ../../content/applications/hr/time_off/allocations.rst:102 +msgid ":guilabel:`By Employee`: This option allows for the selection of multiple individual employees that are unrelated in terms of department, company, or tags. Selecting this reveals an :guilabel:`Employees` field. Select the employees to receive the allocation in the :guilabel:`Employees` field. There is no limit to the amount of employees that can be selected." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:106 +msgid ":guilabel:`By Company`: This option allows for the selection of all employees within a specific company. Selecting this reveals a :guilabel:`Company` field. Select the :guilabel:`Company` to assign the allocation to. Only one company can be assigned in the :guilabel:`Company` field. When a company is selected, *all* employees within the company receive the allocation." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:110 +msgid ":guilabel:`By Department`: This option allows for the selection of all employees within a specific department. Selecting this reveals a :guilabel:`Department` field. Select the :guilabel:`Department` to assign the allocation to. Only one department can be assigned in the :guilabel:`Department` field. When a department is selected, *all* employees within the department receive the allocation." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:115 +msgid ":guilabel:`By Employee Tag`: This option allows for the selection of all employees with a specific tag. Selecting this reveals an :guilabel:`Employee Tag` field. Select the desired :guilabel:`Employee Tag` to select all employees with that tag. Only one tag can be assigned in the :guilabel:`Employee Tag` field. When a tag is selected, *all* employees with that tag receive the allocation." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:121 +msgid "Next, select the :guilabel:`Time Off Type` using the drop-down menu. Once a :guilabel:`Time Off Type` is selected, the placeholder name, 'Allocation Request', changes to the name of the selected :guilabel:`Time Off Type`, including the amount of days. Change the name of the allocation, if desired." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:126 +msgid "Fill out the remainder of the :ref:`Multiple Requests form `, then click :guilabel:`Create Allocations` when done." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:-1 +msgid "An allocation request form filled out for sick time for all employees within the sales\n" +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/allocations.rst:136 msgid "Request allocation" msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:104 +#: ../../content/applications/hr/time_off/allocations.rst:138 msgid "If an employee has used all their time off, or will run out of time off, they can request an allocation for additional time. Allocations can be requested in one of two ways, either from the :ref:`Dashboard ` or the :ref:`My Allocations ` view." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:108 +#: ../../content/applications/hr/time_off/allocations.rst:142 msgid "To create a new allocation request, click either the :guilabel:`New Allocation Request` button on the main **Time Off** dashboard, or the :guilabel:`New` button in the :guilabel:`My Allocations` list view. Both buttons open a new allocation request form." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:113 +#: ../../content/applications/hr/time_off/allocations.rst:147 msgid "Both options open a new allocation request form, but when requested from the :guilabel:`Dashboard`, the form appears in a pop-up window, and the *Validity Period* field does **not** appear. When requested from the :guilabel:`My Allocations` list view, the screen navigates to a new allocation request page, instead of presenting a pop-up window." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:118 +#: ../../content/applications/hr/time_off/allocations.rst:152 msgid "Enter the following information on the new allocation request form:" msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:120 +#: ../../content/applications/hr/time_off/allocations.rst:154 msgid ":guilabel:`Time Off Type`: Select the type of time off being requested for the allocation from the drop-down menu. After a selection is made, the title updates with the time off type." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:122 -msgid ":guilabel:`Validity Period`: By default, the current date populates this field, and it is **not** able to be modified. This field **only** appears when requesting an allocatoin from the :guilabel:`My Allocations` view (:menuselection:`Time Off --> My Time --> My Allocations`)." +#: ../../content/applications/hr/time_off/allocations.rst:156 +msgid ":guilabel:`Validity Period`: By default, the current date populates this field, and it is **not** able to be modified. This field **only** appears when requesting an allocation from the :guilabel:`My Allocations` view (:menuselection:`Time Off --> My Time --> My Allocations`)." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:125 +#: ../../content/applications/hr/time_off/allocations.rst:159 msgid ":guilabel:`Allocation`: Enter the amount of time being requested in this field. The format is presented in either :guilabel:`Days` or :guilabel:`Hours`, depending on how the :guilabel:`Time Off Type` is configured. Once this field is populated, the name of the allocation request is updated to include the amount of time being requested." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:129 +#: ../../content/applications/hr/time_off/allocations.rst:163 msgid ":guilabel:`Add a reason...`: Enter a description for the allocation request in this field. This should include any details that approvers may need to approve the request." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:132 +#: ../../content/applications/hr/time_off/allocations.rst:166 msgid "If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button on the :guilabel:`New Allocation` pop-up window to save the information and submit the request." msgstr "" -#: ../../content/applications/hr/time_off/allocations.rst:135 +#: ../../content/applications/hr/time_off/allocations.rst:169 msgid "If the form was completed from the :guilabel:`My Allocations` list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 80336f61c..502a22983 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -865,6 +865,7 @@ msgid "(02)(\\\\d{14})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:3 msgid "Packaging" msgstr "" @@ -1133,7 +1134,7 @@ msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:126 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:77 msgid "Package type" msgstr "" @@ -2321,6 +2322,7 @@ msgid "Odoo users are able to use GTIN barcodes to identify their products. Howe msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:187 msgid "Inventory" msgstr "" @@ -2336,20 +2338,326 @@ msgstr "" msgid "Product management" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:9 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:35 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:51 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:53 msgid "Configure product" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:11 +msgid "A group of products in Odoo can be further defined using:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:13 +msgid ":doc:`Units of measure (UoM) `: a standard quantity for specifying product amounts (e.g., meters, yards, kilograms). Enables automatic conversion between measurement systems in Odoo, such as centimeters to feet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:17 +msgid "*Ex: Purchasing fabric measured in meters but receiving it in yards from a vendor.*" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:19 +msgid ":doc:`configure/package`: A physical container used to group products together, regardless of whether they are the same or different." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:22 +msgid "*Ex: A box containing assorted items for delivery, or a storage box of two hundred buttons on a shelf.*" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:25 +msgid ":doc:`configure/packaging`: groups the *same* products together to receive or sell them in specified quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:28 +msgid "*Ex: Cans of soda sold in packs of six, twelve, or twenty-four.*" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:31 +msgid "Comparison" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:33 +msgid "This table provides a detailed comparison of units of measure, packages, and packaging to help businesses evaluate which best suits their requirements." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:40 +msgid "Feature" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:41 +msgid "Unit of measure" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:3 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:188 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:303 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:99 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:159 msgid "Packages" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:44 +msgid "Purpose" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:45 +msgid "Standardized measurement for product units (e.g., cm, lb, L)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:46 +msgid "Tracks the specific physical container and its contents" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:47 +msgid "Groups a fixed number of items together for easier management (e.g., packs of 6, 12 or 24)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:48 +msgid "Product uniformity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:49 +msgid "Defined per product; saved as one |UoM| in the database" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:50 +msgid "Allows mixed products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:51 +msgid "Same products only" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:52 +msgid "Flexible" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:53 +msgid "Converts between vendor/customer |UoMs| and database |UoM|" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:54 +msgid "Items can be added or removed from the container" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:55 +msgid "Quantities are fixed (e.g., always packs of 6, 12 or 24)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:56 +msgid "Complexity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:57 +msgid "Simplest for unit conversions" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:58 +msgid "More complex due to container-level inventory tracking" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:59 +msgid "Simpler; suitable for uniform product groupings" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:60 +msgid "Inventory tracking" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:61 +msgid "Tracks product quantities within the warehouse in the specific |UoM| defined in the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:63 +msgid "Tracks package location and contents within the warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:64 +msgid "Tracks grouped quantities but not individual items' locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:65 +msgid "Smooth barcode operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:78 +msgid "Not available" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:67 +msgid "Requires scanning both the package and individual items for reception. (even if there are 30 items in a package). Can enable the :ref:`Move Entire Packages ` feature to update the package's contained items' locations, when moving the package" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:71 +msgid "Scanning a packaging barcode automatically records all included units. (e.g. 1 pack = 12 units)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:73 +msgid "Product lookup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:75 +msgid "Scanning a product's barcode identifies its typical storage location in the Odoo database" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:76 +msgid "Barcode identifies grouped quantity, not storage location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:77 +msgid "Unique barcodes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:79 +msgid "Unique barcodes for individual packages (e.g. Pallet #12)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:80 +msgid "Barcodes set at the packaging type level (e.g. for a pack of 6)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:81 +msgid "Reusability" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:87 +msgid "Not applicable" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:83 +msgid "Can be disposable or reusable, configured via the :ref:`Package Use ` field" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:85 +msgid "Disposable only" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:86 +msgid "Container weight" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:88 +msgid "Weight of the container itself is included in the *Shipping Weight* field of a package (:menuselection:`Inventory app --> Products --> Packages`)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:90 +msgid "Weight of the container is defined in the *Package Type* settings" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:30 +msgid "Lot/serial number tracking" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:92 +msgid "Requires manual adjustments to track |UoMs| via lots (See :ref:`use case ` for details)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:94 +msgid "Applies only to contained products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:95 +msgid "Applies to both contained products and the container" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:96 +msgid "Custom routes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:98 +msgid "Cannot be set" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:99 +msgid "Routes can define specific warehouse paths for a particular packaging type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:102 +msgid "Use cases" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:104 +msgid "After comparing the various features, consider how these businesses, with various inventory management and logistics workflows, came to their decision." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:108 +msgid "Pallets of items using packaging" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:110 +msgid "A warehouse receives shipments of soap organized on physical pallets, each containing 96 bars. These pallets are used for internal transfers and are also sold as standalone units. For logistical purposes, the pallet's weight must be included in the total shipping weight for certain deliveries. Additionally, the pallet requires a barcode to facilitate tracking, and the number of individual bars of soap must be included in the stock count when the pallet is received." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:116 +msgid "After evaluating various options, *product packaging* was the most suitable solution. Packaging enables assigning a barcode to a pallet, identifying it as a \"pallet type\" containing 96 soap bars. This barcode streamlines operations by automatically registering the grouped quantity. Key distinctions include:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:121 +msgid "**Warehouse tracking limitations**: Odoo tracks only the total quantity, not the number of packagings. For instance, if a pallet with 12 and 24 quantities is received, Odoo records 36 quantities, not the pallet details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:124 +msgid "**Packaging barcodes are type-specific, not unique**: Barcodes represent packaging types (e.g., \"pallet of 96 soap bars\") but do not uniquely identify individual pallets, such as Pallet #1 or Pallet #2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:129 +msgid "Capture product information using barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:131 +msgid "An Odoo user expects the **Barcode** app to display the typical storage location of a product by scanning a barcode for a container." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:134 +msgid "*Packages* was the most suitable. When the :ref:`appropriate setting is enabled `, scanning a package barcode displays its contents in the **Barcode** app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:138 +msgid "Packages represent physical containers, enabling detailed tracking of the items they hold. Scanning a package provides visibility into its contents and facilitates operations, like inventory moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:145 +msgid "Track different units of measure in storage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:147 +msgid "A fruit juice distributor tracks multiple |UoMs| for their operations:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:149 +msgid "Fruits are purchased in tons." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:150 +msgid "Juice is produced and stored in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:151 +msgid "Small samples are stored in grams for recipe testing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:153 +msgid "*Unit of Measure* was most suitable. Odoo automatically converts tons to kilograms during receipts. However, since Odoo tracks only one |UoM| per product in the database, the company uses lot numbers to differentiate |UoMs|:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:157 +msgid "LOT1: Grams (g)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:158 +msgid "LOT2: Kilograms (kg)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:160 +msgid "Manual inventory adjustments are required to convert between lots, such as subtracting 1 kg from LOT2 to add 1,000 g to LOT1. While functional, this workaround can be time-consuming and prone to errors." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:7 msgid "A *package* is a physical container holding one or more products. Packages can also be used to store items in bulk." msgstr "" @@ -2394,28 +2702,40 @@ msgstr "" msgid "Activate the *Packages* setting in Inventory > Configuration > Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:51 -msgid "Pack items" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:50 +msgid "When moving packages internally, the *Move Entire Packages* feature can be enabled on an operation type to update a package's contained item's location upon updating the package's location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:53 +msgid "To do that, go to :menuselection:`Inventory app --> Configuration --> Operations Types` and select the desired operation this feature will apply to (may have to set it for multiple)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:56 +msgid "On the operation type page, in the :guilabel:`Packages` section, tick the :guilabel:`Move Entire Packages` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:62 +msgid "Pack items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:64 msgid "Products can be added to packages in any transfer by:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:66 msgid "Clicking each :ref:`Detailed Operations ` icon on the product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:68 msgid "Using the :ref:`Put in Pack ` button to place everything in the transfer into a package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:74 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:280 msgid "Detailed operations" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:76 msgid "On any warehouse transfer (e.g. receipt, delivery order), add a product to a package by clicking the :guilabel:`⦙≣ (bulleted list)` icon in the :guilabel:`Operations` tab." msgstr "" @@ -2423,99 +2743,99 @@ msgstr "" msgid "Show \"Detailed Operations\" icon in the product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:83 msgid "Doing so opens the :guilabel:`Detailed Operations` pop-up window for the :guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:85 msgid "To put the :guilabel:`Product` in a package, click :guilabel:`Add a line`, and assign the product to a :guilabel:`Destination Package`. Select an existing package, or create a new one by typing the name of the new package, then select :guilabel:`Create...`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:93 msgid "Assign a package to \"Destination Package\" field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:93 msgid "Twelve units of `Acoustic Bloc Screen` are placed in `PACK0000001`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:95 msgid "Then, specify the quantity of items to go into the package in the :guilabel:`Done` column. Repeat the above steps to place the :guilabel:`Product` in different packages. Once finished, click :guilabel:`Confirm` to close the window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:100 msgid ":doc:`Ship one order in multiple packages <../../shipping_receiving/setup_configuration/multipack>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:106 msgid "Put in pack" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:108 msgid "Alternatively, click the :guilabel:`Put in Pack` button on **any** warehouse transfer to create a new package, and place all the items in the transfer in that newly-created package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:112 msgid "The :guilabel:`Put in Pack` button appears on receipts, delivery orders, and other transfer forms with the *Packages* feature enabled in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:120 msgid "Image of the \"Put in Pack\" button being clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:120 msgid "In batch transfer `BATCH/00003`, the :guilabel:`Put in Pack` button was clicked to create a new package, `PACK0000002`, and assign all items to it in the :guilabel:`Destination Package` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:128 msgid "Create package types by navigating to :menuselection:`Inventory app --> Configuration --> Package Types`, in order to set custom dimensions and weight limits. This feature is mainly used to calculate package weights for shipping costs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:133 msgid ":doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:134 msgid ":doc:`../../shipping_receiving/setup_configuration`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:136 msgid "On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The fields of the form are as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:139 msgid ":guilabel:`Package Type` (required): define the package type's name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:140 msgid ":guilabel:`Size`: define the dimensions of the package in millimeters (mm). The fields, from left to right, define the :guilabel:`Length`, :guilabel:`Width`, and :guilabel:`Height`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:142 msgid ":guilabel:`Weight`: weight of an empty package (e.g. an empty box, pallet)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:145 msgid "Odoo calculates the package's weight by adding the weight of the empty package plus the weight of the item(s), which can be found in the :guilabel:`Weight` field, in the :guilabel:`Inventory` tab, of each product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:149 msgid ":guilabel:`Max Weight`: maximum shipping weight allowed in the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:150 msgid ":guilabel:`Barcode`: define a barcode to identify the package type from a scan." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:151 msgid ":guilabel:`Company`: specify a company to make the package type available **only** at the selected company. Leave the field blank if it is available at all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:153 msgid ":guilabel:`Carrier`: specify the intended shipping carrier for this package type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:154 msgid ":guilabel:`Carrier Code`: define a code that is linked to the package type." msgstr "" @@ -2523,11 +2843,11 @@ msgstr "" msgid "Package type for FedEx's 25 kilogram box." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:163 msgid "Cluster packages" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:165 msgid "To use *cluster packages*, first navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and activate the :guilabel:`Batch Transfers` feature, located in the :guilabel:`Operations` section. Doing so makes the *Package Use* field become visible on a package form." msgstr "" @@ -2535,39 +2855,39 @@ msgstr "" msgid "Activate the *Batch Transfers* feature in Inventory > Configuration > Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:174 msgid "Add new packages by going to :menuselection:`Inventory app --> Products --> Packages`. Then, click :guilabel:`New`, or select an existing package. Doing so opens the package form, which contains the following fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:178 msgid ":guilabel:`Package Reference` (required): name of the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:179 msgid ":guilabel:`Package Type`: used for :ref:`configuring shipping boxes to ship to the customer `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:183 msgid ":guilabel:`Package Type` is unnecessary for configuring packages for cluster pickings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:185 msgid ":guilabel:`Shipping Weight`: used to input the weight of the package after measuring it on a scale." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:187 msgid ":guilabel:`Company`: specify a company to make the package available **only** at the selected company. Leave the field blank if the package is available at all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:189 msgid ":guilabel:`Location`: current location of the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:190 msgid ":guilabel:`Pack Date`: the date the package was created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:191 msgid ":guilabel:`Package Use`: choose :guilabel:`Reusable` for packages used for moving products within the warehouse; :guilabel:`Disposable` for packages used to ship products to customers." msgstr "" @@ -2575,19 +2895,19 @@ msgstr "" msgid "Display package form to create a cluster pack." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:188 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:199 msgid ":doc:`Using cluster packages <../../shipping_receiving/picking_methods/cluster>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:202 msgid "View packages" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:204 msgid "To view all packages go to :menuselection:`Inventory app --> Products --> Packages`. By default, packages are shown in Kanban view, in their current storage location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:208 msgid "Drag-and-drop packages to move them between internal locations." msgstr "" @@ -2808,314 +3128,412 @@ msgid "Set route on a packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:3 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:69 msgid "Product type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:7 -msgid "Define *product types* in Odoo to track products in varying levels of detail." +msgid "In Odoo, goods and services are both set up as *products*. When setting up a new product, there are several fields that should be carefully chosen, as they determine how to invoice and track a business' goods or services." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:9 -msgid "Classify products as *storable* to track stock counts, allowing users to trigger :doc:`reordering rules <../../warehouses_storage/replenishment/reordering_rules>` for generating purchase orders. *Consumable* products are assumed to always be in stock, and *service* products are performed and served by the business." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:11 +msgid "To configure an existing product, go to :menuselection:`Inventory app --> Products --> Products`, and select the desired product from the list. Alternatively, from the :guilabel:`Products` menu, click :guilabel:`New` to create a new product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:16 msgid "`Odoo Tutorials: Product Type `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:18 -msgid "Set product type" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:20 -msgid "To set a product type, go to :menuselection:`Inventory app --> Products --> Products`, and select the desired product from the list." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:21 +msgid "For sale vs. purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:23 -msgid "On the product form, in the :guilabel:`Product Type` field, select:" +msgid "Goods and services can be designated as those that can be bought, sold, or both. On the product form, tick the :guilabel:`Sales` checkbox if a product can be *sold* to a customer (e.g. finished goods). Tick :guilabel:`Purchase` if the product can be *purchased* (e.g. raw materials)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:25 -msgid ":guilabel:`Storable Product` for products tracked with stock counts. Only storable products can trigger reordering rules for generating purchase orders;" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:29 -msgid "Choose :guilabel:`Storable Product` if it is necessary to track a product's stock at various locations, inventory valuations, or if the product has lots and/or serial numbers." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:28 +msgid "If a resale clothing shop buys discounted denim jackets and sells them at a higher cost to the end consumer, the `Jacket` product form might have *both* the :guilabel:`Sales` and :guilabel:`Purchase` checkbox ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:32 -msgid ":guilabel:`Consumable` for products that are always assumed to be in stock, whose quantities are not necessary to track or forecast (e.g. nails, toilet paper, coffee, etc.). Consumables are replaceable and essential, but exact counts are unnecessary; or" +msgid "On the other hand, say the store occasionally sews new jackets using denim and thread as raw materials. In the `Denim` and `Thread` product forms, only :guilabel:`Purchase` should be ticked, whereas the `Handmade Jacket` product form would only tick :guilabel:`Sales`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:35 -msgid ":guilabel:`Service` for sellable service products that are performed, and not tracked with stock counts (i.e. maintenance, installation, or repair services)." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:37 +msgid "Goods vs. services" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:0 -msgid "Set a product type on the product form." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:39 +msgid "When configuring a product, a :guilabel:`Product Type` needs to be selected on the :guilabel:`General Information` tab of a product form. Each product type impacts different operations in other Odoo applications, such as **Sales** and **Purchase**, and should be chosen carefully." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:43 -msgid "The product types listed above are part of the standard *Inventory* app. For access to the fields below, :ref:`install ` the corresponding apps **in addition** to *Inventory*." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:44 +msgid ":guilabel:`Goods`: a tangible, material object (e.g. anything from a hamburger to a house)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:46 -msgid ":guilabel:`Booking Fees`: charge a fee for booking appointments through the *Appointments* app. Requires the installation of the *Calendar* app and *Pay to Book* (`appointment_account_payment`) module" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:45 +msgid ":guilabel:`Service`: an intangible, immaterial offering (e.g., a repair, a haircut, call center assistance)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:49 -msgid ":guilabel:`Combo`: create discounted products sold in a bundle. Requires the installation of the *PoS* app." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:47 +msgid ":guilabel:`Combo`: any mix of goods and services (e.g. a new car (*good*) with an oil change included (*service*))" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:51 -msgid ":guilabel:`Event Ticket`: sold to attendees wanting to go to an event. Requires the installation of the *Events* app" +msgid "Due to their immaterial nature, services are not trackable in Odoo's **Inventory** application." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:53 -msgid ":guilabel:`Event Booth`: sold to partners or sponsors to set up a booth at an event. Requires the installation of the *Events* app" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:56 +msgid "Configure goods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:55 -msgid ":guilabel:`Course`: sell access to an educational course. Requires the installation of the *eLearning* app" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:59 -msgid "Compare types" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:58 +msgid "Selecting :guilabel:`Goods` as the :guilabel:`Product Type` automatically triggers the appearance of a few fields and tabs in the product form:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:61 -msgid "Below is a summary of how each product type affects common *Inventory* operations, like transfers, reordering rules, and the forecasted report. Click the chart item with an asterisk (*) to navigate to detailed sections." +msgid ":guilabel:`Inventory` tab: From here, :doc:`purchasing and manufacturing routes <../../shipping_receiving/daily_operations/use_routes>` and product logistics, such as product weight and customer lead time, can be specified." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:64 +msgid ":ref:`Invoicing Policy ` field: This field determines at what point in the sales process a customer is invoiced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:68 +msgid "The :guilabel:`Invoicing Policy` field **only** appears if the **Sales** app is installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:70 -msgid "Storable" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:71 -msgid "Consumable" +msgid ":ref:`Track Inventory ` field: This checkbox determines whether Odoo tracks inventory for this product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:72 -msgid "Service" +msgid "Smart buttons: Some smart buttons appear above the form when :guilabel:`Goods` is selected; others show upon selecting a :guilabel:`Track Inventory` method. For example, :guilabel:`On Hand` and :guilabel:`Forecasted` display when :guilabel:`Track Inventory` is ticked. In general, most smart buttons on a product form link to :ref:`inventory operations `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:73 -msgid "Physical product" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:-1 +msgid "Designate a product as a good or service." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:75 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:82 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:90 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:94 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:102 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:103 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:106 -msgid "Yes" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:80 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:83 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:91 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:92 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:96 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:100 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:104 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:111 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:112 -msgid "No" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:77 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:117 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:49 -msgid "On-hand quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:78 -msgid ":ref:`Yes* `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:79 -msgid ":ref:`Yes* `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:81 -msgid ":doc:`Inventory valuation <../inventory_valuation/using_inventory_valuation>`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:138 -msgid "Create transfer" +msgid "Invoicing policy" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:86 -msgid ":ref:`Yes* `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:87 -msgid ":ref:`Yes* `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:88 -msgid ":ref:`No* `" +msgid "The :guilabel:`Invoicing policy` field only shows on the product form if a product is for sale (in other words, if :guilabel:`Sales` is ticked, and the **Sales** app is installed)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:89 -msgid ":doc:`Lot/serial number tracking <../product_tracking>`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:93 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:162 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:77 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:54 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:77 -msgid "Create purchase order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:95 -msgid ":ref:`Yes* `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:97 -msgid "Can be manufactured or subcontracted" +msgid "When configuring a product for sale, it is necessary to choose an :doc:`invoicing policy <../../../../sales/sales/invoicing/invoicing_policy>`. When an invoicing policy of :guilabel:`Ordered quantities` is selected, customers are invoiced once the sales order is confirmed. When :guilabel:`Delivered quantities` is selected, customers are invoiced once the delivery is completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:98 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:99 -msgid ":ref:`Yes* `" +msgid "Tracked vs. untracked goods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:101 -msgid "Can be in a kit" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:100 +msgid "The :guilabel:`Track Inventory` field on the product form determines a lot of Odoo's **Inventory** operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:105 -msgid "Placed in package" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:103 +msgid "*Tracked* products are those for which stock and inventory are maintained. Examples include finished goods and, often, the raw materials or components needed to make them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:107 -msgid ":ref:`Yes* `" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:106 +msgid "When :guilabel:`Track Inventory` is ticked, a drop-down menu appears, offering for inventory to be tracked one of three ways: :guilabel:`By Unique Serial Number`, :guilabel:`By Lots`, or :guilabel:`By Quantity`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:109 -msgid "Appears on Inventory report" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:-1 +msgid "Configure a tracked good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:110 -msgid ":ref:`Yes `" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:113 +msgid "*Untracked* products (sometimes referred to as *non-inventory* products) are typically consumed in a short period of time, meaning that stock/inventory does *not* need to be maintained. Non-inventory products are often essential, but exact counts are unnecessary. Examples include: office supplies, packaging materials, or items used in production that do not need to be individually tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:119 -msgid "A storable product's on-hand and forecasted quantities, based on incoming and outgoing orders, are reflected on the product form, accessed by going to :menuselection:`Inventory app --> Products --> Products`, and selecting the desired product." +msgid "Tick the :guilabel:`Track Inventory` checkbox if it is necessary to track a product's stock at various locations, for inventory valuation, with lots and/or serial numbers, or when using reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:127 -msgid "Show \"On Hand\" and \"Forecast\" smart buttons." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:124 +msgid ":doc:`Tracking storable products using lot and serial numbers <../product_tracking>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:127 -msgid "Current and forecasted quantities are displayed in the **On Hand** and **Forecasted** smart buttons on the product form." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:129 +msgid "Inventory operations by product type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:132 -msgid "On the other hand, consumable products are regarded as always available, and they **cannot** be managed using reordering rules or lot/serial numbers." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:131 +msgid ":ref:`Whether a good is tracked or untracked ` affects common **Inventory** operations, like transfers and reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:140 -msgid "*Transfers* are any warehouse operation, such as receipts, internal or batch transfers, or deliveries." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:134 +msgid "The table below summarizes which operations (and smart buttons) are enabled for tracked vs. untracked goods. Click highlighted chart items to navigate to detailed sections and related documents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:142 +msgid "Inventory operation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:143 -msgid "When creating a transfer for storable products in the *Inventory* app, transfers modify the on-hand quantity at each location." +msgid "Tracked" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:144 +msgid "Untracked" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:145 +msgid ":ref:`Show on-hand quantity `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:146 -msgid "For example, transferring five units from the internal location `WH/Stock` to `WH/Packing Zone` decreases the recorded quantity at `WH/Stock` and increases it at `WH/Packing Zone`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:171 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:183 +msgid "Yes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:184 +msgid "No" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:148 +msgid ":ref:`Show forecasted quantity `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:151 -msgid "For consumable products, transfers can be created, but exact quantities at each storage location are not tracked." +msgid ":ref:`Use reordering rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:156 -msgid "Service products cannot be included in transfers, but these products can be `linked to projects and tasks for deadline tracking `_." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:154 +msgid ":ref:`Can be included in a purchase order `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:157 +msgid ":ref:`Use putaway rules `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:160 +msgid ":ref:`Can be manufactured, subcontracted, or used in another good's BoM `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:164 -msgid "Both storable and consumable products can be included in a request for quotation in the *Purchase* app." +msgid ":doc:`Use inventory adjustments <../../warehouses_storage/inventory_management/count_products>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:167 -msgid "However, when receiving consumable products, their on-hand quantity does not change upon validating the receipt (e.g. `WH/IN`)." +msgid ":doc:`Use inventory valuation <../inventory_valuation/using_inventory_valuation>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:170 +msgid ":ref:`Create transfer `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:173 -msgid "Manufacture or subcontract" +msgid ":doc:`Use lot/serial number tracking <../product_tracking>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:175 -msgid "Storable and consumable products can be manufactured, subcontracted, or included in a bill of materials (BoM)." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:176 +msgid ":doc:`Can be placed in a kit <../../../manufacturing/advanced_configuration/kit_shipping>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:179 +msgid ":ref:`Can be placed in a package `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:182 -msgid "Show \"Bill of Materials\" and \"Used In\" smart buttons." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:182 -msgid "When the **Bill of Materials** and **Used In** smart buttons are visible on the product form, this indicates the product can be manufactured or used as a component of a |BOM|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:190 -msgid "Both storable and consumable products can be placed in :doc:`packages `." +msgid ":ref:`Appears on inventory reports `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:192 -msgid "However, for consumable products, the quantity is not tracked, and the product is not listed in the package's :guilabel:`Contents`, accessed by going to :menuselection:`Inventory app --> Products --> Packages`, and selecting the desired package." +msgid "On-hand and forecasted quantities" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:194 +msgid "A tracked product's on-hand and forecasted quantities, based on incoming and outgoing orders, are reflected on the product form with two smart buttons:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:197 +msgid ":icon:`fa-cubes` :guilabel:`On-Hand Quantity`: This represents the number of units currently available in inventory. Click the button to view or add stock levels for a tracked product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:199 +msgid ":icon:`fa-area-chart` :guilabel:`Forecasted`: This represents the number of units *expected* to be available in inventory after all orders are taken into account. In other words, :math:`\\text{forecasted} = \\text{on hand quantity} + \\text{incoming shipments} - \\text{outgoing shipments}`. Click the button to view the :guilabel:`Forecasted Report`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:204 +msgid "On the other hand, untracked products are regarded as *always* available. Consequently, :guilabel:`On-Hand Quantity` is not tracked, and there is no :guilabel:`Forecasted` quantity available." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:211 +msgid "Putaway rules and storage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:213 +msgid "Both tracked and untracked goods can optimize storage using:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:215 +msgid ":icon:`fa-random` :doc:`Putaway Rules <../../shipping_receiving/daily_operations/putaway>`: This represents putaway rules that apply to a good, such as where to store it when a new shipment arrives." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:218 +msgid ":icon:`fa-cubes` :doc:`Storage Capacities <../../shipping_receiving/daily_operations/storage_category>`: This represents any storage capacity limitations specified for this good. For example, a warehouse may require that only ten (or less) sofas be stored there at any given time, due to their large size." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:6 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:169 +msgid "Replenishment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:3 +msgid "Reordering rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:232 +msgid "Only tracked products can trigger :doc:`reordering rules <../../warehouses_storage/replenishment/reordering_rules>` to generate purchase orders. Untracked goods *cannot* be managed using reordering rules." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:236 +msgid "Reordering rules can be configured directly on the product form via the :icon:`fa-refresh` :guilabel:`(refresh)` icon." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:240 +msgid "If reordering rules already exist on a product, Odoo re-labels this button to :guilabel:`Min / Max`, to show the minimum and maximum number of units that must be in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:246 +msgid "Create purchase orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:248 +msgid "Both tracked and untracked products can be included in a request for quotation in the **Purchase** app. However, when receiving untracked products, their on-hand quantity does not change upon validating the receipt (`WH/IN`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:253 +msgid "Replenish smart button" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:255 +msgid "The :guilabel:`Replenish` smart button allows all goods to be restocked directly from the product form, according to the *Preferred Route*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:259 +msgid ":doc:`Replenishment <../../warehouses_storage/replenishment>` `Odoo Tutorials: Replenishment Methods for Manufacturing `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:266 +#: ../../content/applications/inventory_and_mrp/manufacturing.rst:7 +msgid "Manufacturing" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:268 +msgid "Both tracked and untracked products can be manufactured, :doc:`subcontracted <../../../manufacturing/subcontracting>`, or included in another product's :doc:`bill of materials (BoM) <../../../manufacturing/basic_setup/bill_configuration>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:274 +msgid "On the product form for a tracked or untracked good, there are several smart buttons that may appear for manufacturing operations:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:277 +msgid ":icon:`fa-flask` :guilabel:`Bill of Materials`: This shows the BoMs used to make this product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:278 +msgid ":icon:`fa-level-up` :guilabel:`Used In`: This shows other goods that include this product in their BoM." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:284 +msgid "Transfer goods" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:286 +msgid "*Transfers* are warehouse operations that involve the movement of goods. Examples of transfers include :doc:`deliveries and receipts <../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, as well as :doc:`internal transfers <../../warehouses_storage/replenishment/resupply_warehouses>` between warehouses." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:292 +msgid "When creating a transfer for tracked products in the **Inventory** app, transfers modify the on-hand quantity at each location. For example, transferring five units from the internal location `WH/Stock` to `WH/Packing Zone` decreases the recorded quantity at `WH/Stock` and increases it at `WH/Packing Zone`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:297 +msgid "For untracked products, transfers can be created, but exact quantities at each storage location are not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:305 +msgid "Both tracked and untracked (non-inventory), products can be placed in :doc:`packages `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:307 +msgid "However, for non-inventory products, the quantity is not tracked, and the product is not listed in the package's :guilabel:`Contents` (which can be accessed by going to :menuselection:`Inventory app --> Products --> Packages`, and selecting the desired package)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:314 msgid "Show Packages page, containing the package contents list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:200 -msgid "A consumable product was placed in the package, but the **Content** section does not list it." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:314 +msgid "An untracked product was placed in the package, but the **Content** section does not list it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:202 -msgid "If the *Move Entire Package* feature is enabled, moving a package updates the location of the contained storable products. However, the location of consumable products are not updated." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:316 +msgid "Additionally, if the *Move Entire Packages* feature is enabled, moving a package updates the location of the contained tracked products but not the contained untracked products. To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Operations Types`, select any operation, and tick the :guilabel:`Move Entire Packages` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:208 -msgid "Inventory report" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:324 +msgid "Inventory reports" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:210 -msgid "**Only** storable products appear on the following reports." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:326 +msgid "**Only** tracked products appear on the following reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:212 -msgid "The *stock report* is a comprehensive list of all on-hand, unreserved, incoming, and outgoing storable products. The report is only available to users with :doc:`administrator access <../../../../general/users/access_rights>`, and is found by navigating to :menuselection:`Inventory app --> Reporting --> Stock`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:329 +msgid "These reports are only available to users with :doc:`administrator access <../../../../general/users/access_rights>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:-1 -msgid "Show stock reporting list found in Inventory > Reporting > Stock." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:332 +msgid ":doc:`Stock report <../../warehouses_storage/reporting/stock>`: This report provides a comprehensive list of all on-hand, unreserved, incoming, and outgoing tracked inventory. To access the report, go to :menuselection:`Inventory app --> Reporting --> Stock`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:221 -msgid "The *location report* is a breakdown of each location (internal, external, or virtual) and the on-hand and reserved quantity of each storable product. The report is only available with the *Storage Location* feature activated (:menuselection:`Inventory app --> Configuration --> Settings`), and to users with :doc:`administrator access <../../../../general/users/access_rights>`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:335 +msgid ":doc:`Location report <../../warehouses_storage/reporting/locations>`: This report shows a breakdown of which tracked products are held at each location (internal, external, or virtual). The report is only available with the *Storage Location* feature activated (:menuselection:`Inventory app --> Configuration --> Settings`). To access it, go to :menuselection:`Inventory app --> Reporting --> Locations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:226 -msgid "Navigate to the location report by going to :menuselection:`Inventory app --> Reporting --> Locations`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:340 +msgid ":doc:`Moves History report <../../warehouses_storage/reporting/moves_history>`: This report summarizes where and when this good has moved in/out of stock. To access the report, go to :menuselection:`Inventory app --> Reporting --> Moves History`. Alternatively, click the :icon:`fa-exchange` :guilabel:`In / Out` smart button on a product form to filter the report on that product's specific moves history." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:-1 -msgid "Show location reporting list found in Inventory > Reporting > Locations." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:345 +msgid ":guilabel:`Moves Analysis`: This report provides a pivot table view of inventory transfers by operation type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:347 +msgid ":ref:`Stock Valuation report `: A detailed record of the monetary value of all tracked inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:3 @@ -3250,12 +3668,6 @@ msgstr "" msgid "Upon warehouse receipt, the recorded quantities are in the internal \"Unit of Measure\": `Units`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:133 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:6 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:169 -msgid "Replenishment" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:135 msgid "A request for quotation for a product can also be generated directly from the product form using the :guilabel:`Replenish` button." msgstr "" @@ -4003,6 +4415,12 @@ msgstr "" msgid "To apply a landed cost on a vendor bill, products in the original |PO| **must** belong to a *Product Category* with a *Costing Method* of either |AVCO| or |FIFO|, and the valuation method can be :doc:`manual ` or :doc:`automatic `." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:77 +msgid "Create purchase order" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:79 msgid "Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the :guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" @@ -10011,7 +10429,7 @@ msgid "Show delivery order on the sales order line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:261 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:265 msgid "Delivery order" msgstr "" @@ -11031,7 +11449,7 @@ msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:131 msgid ":guilabel:`Company`: if the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." msgstr "" @@ -11857,7 +12275,7 @@ msgid "Odoo integration of Sendcloud works on free Sendcloud plans *only* if a b msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:37 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:183 msgid "Warehouse configuration" msgstr "" @@ -12722,83 +13140,83 @@ msgstr "" msgid "Ensure the delivery method is published when it should be available on the *Website* app. To publish a delivery method on the website, click the desired delivery method, then click the :guilabel:`Unpublished` smart button. Doing so changes that smart button to read: :guilabel:`Published`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:114 msgid "The :guilabel:`Shipping Method` page contains details about the provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:116 msgid ":guilabel:`Shipping Method` (*Required field*): the name of the delivery method (e.g. `FedEx US`, `FedEx EU`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid ":guilabel:`Website`: configure shipping methods for an *eCommerce* page that is connected to a specific website in the database. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid ":guilabel:`Provider` (*Required field*): choose the third-party delivery service, like FedEx. Upon choosing a provider, the :guilabel:`Integration Level`, :guilabel:`Invoicing Policy` and :guilabel:`Insurance Percentage` fields become available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:124 msgid ":guilabel:`Integration Level`: choose :guilabel:`Get Rate` to simply get an :ref:`estimated shipment cost ` on an |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:128 msgid "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate shipping labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:133 msgid ":guilabel:`Delivery Product` (*Required field*): the delivery charge name that is added to the |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:135 msgid ":guilabel:`Invoicing Policy`: select and calculate an :guilabel:`Estimated cost` of shipping directly from the shipping carrier. If the :guilabel:`Real cost` of shipping is wanted instead, refer to :doc:`Invoice real shipping costs ` document." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:138 msgid ":guilabel:`Margin on Rate`: specify an additional percentage amount added to the base shipping rate to cover extra costs, such as handling fees, packaging materials, exchange rates, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:140 msgid ":guilabel:`Free if order amount is above`: enables free shipping for orders surpassing a specified amount entered in the corresponding :guilabel:`Amount` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:142 msgid ":guilabel:`Insurance Percentage`: specify a percentage amount of the shipping costs reimbursed to the senders if the package is lost or stolen in transit." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:149 msgid "Screenshot of a FedEx shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:149 msgid "**Shipping Method** configuration page for `FedEx US`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:151 msgid "In the :guilabel:`Configuration` tab, fill out the API credential fields (e.g. API key, password, account number, etc.). Depending on the third-party shipping carrier chosen in the :guilabel:`Provider` field, the :guilabel:`Configuration` tab will contain different required fields. For more details about configuring specific carriers' credentials, refer to the following documents:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:158 msgid ":doc:`DHL credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:159 msgid ":doc:`Sendcloud credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:160 msgid ":doc:`UPS credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:165 msgid "Production environment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:167 msgid "With the delivery method details configured, click the :guilabel:`Test Environment` smart button to set it to :guilabel:`Production Environment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:171 msgid "Setting the delivery method to :guilabel:`Production` creates **real** shipping labels, and users are at risk of being charged through their carrier account (e.g. UPS, FedEx, etc.) **before** users charge customers for shipping. Verify all configurations are correct before launching the delivery method to :guilabel:`Production`." msgstr "" @@ -12806,11 +13224,11 @@ msgstr "" msgid "Show the \"Test Environment\" smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:185 msgid "Ensure the warehouse's :guilabel:`Address` (including ZIP code) and :guilabel:`Phone` number are entered accurately. To do that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`, and select the desired warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:187 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:189 msgid "On the warehouse configuration page, open the warehouse contact page by clicking the :guilabel:`Company` field." msgstr "" @@ -12818,7 +13236,7 @@ msgstr "" msgid "Highlight the \"Company\" field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:196 msgid "Verify that the :guilabel:`Address` and :guilabel:`Phone` number are correct, as they are required for the shipping connector to work properly." msgstr "" @@ -12826,15 +13244,15 @@ msgstr "" msgid "Show company address and phone number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:206 msgid "Product weight" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:208 msgid "For the carrier integration to work properly, specify the weight of products by going to :menuselection:`Inventory app --> Products --> Products`, and selecting the desired product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:211 msgid "Then, switch to the :guilabel:`Inventory` tab, and define the :guilabel:`Weight` of the product in the :guilabel:`Logistics` section." msgstr "" @@ -12842,23 +13260,23 @@ msgstr "" msgid "Display the \"Weight\" field in the Inventory tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:221 msgid "Apply third-party shipping carrier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:223 msgid "Shipping carriers can be applied on a :abbr:`SO (Sales Order)`, invoice, or delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:225 msgid "After configuring the third-party carrier's :ref:`delivery method ` in Odoo, create or navigate to a quotation by going to :menuselection:`Sales app --> Orders --> Quotations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:228 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:232 msgid "Sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:234 msgid "To assign a third-party shipping carrier, and get an estimated cost of shipping, begin by going to :menuselection:`Sales app --> Orders --> Quotations`. Create or select an existing quotation, and add the cost of shipping through a third-party carrier to a quotation, by clicking the :guilabel:`Add Shipping` button in the bottom-right corner of the :guilabel:`Order Lines` tab." msgstr "" @@ -12866,35 +13284,35 @@ msgstr "" msgid "Show the \"Add shipping\" button at the bottom of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:243 msgid "In the resulting :guilabel:`Add a shipping method` pop-up window, select the intended carrier from the :guilabel:`Shipping Method` drop-down menu. The :guilabel:`Cost` field is automatically filled based on:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:243 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:247 msgid "the amount specified in the :guilabel:`Total Order Weight` field (if it is not provided, the sum of :ref:`product weights ` in the order is used)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:245 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:249 msgid "the distance between the warehouse's :ref:`source address ` and the customer's address." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:254 msgid "After selecting a third-party provider in the :guilabel:`Shipping Method` field, click :guilabel:`Get Rate` in the :guilabel:`Add a shipping method` pop-up window to get the estimated cost through the shipping connector. Then, click the :guilabel:`Add` button to add the delivery charge to the |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:260 msgid ":doc:`Charge customers for shipping after product delivery `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:263 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:267 msgid "For users making shipments without installing the *Sales* app, assign the shipping carrier to the delivery order, by first going to the :menuselection:`Inventory` app. Then, from the :guilabel:`Inventory Overview` dashboard, select the :guilabel:`Delivery Orders` operation type, and choose the desired delivery order that is not already marked as :guilabel:`Done` or :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:273 msgid "In the :guilabel:`Additional info` tab, set the :guilabel:`Carrier` field to the desired third-party shipping carrier. When the delivery method is set to :ref:`production mode `, a :guilabel:`Tracking Reference` is provided." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:279 msgid ":doc:`Generate shipping labels `" msgstr "" @@ -12902,39 +13320,39 @@ msgstr "" msgid "Show the delivery order's \"Additional info\" tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:288 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:286 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:290 msgid "Since shipping connectors can sometimes be complex to set up, here are some checks to try when things are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:289 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:293 msgid "Ensure the :ref:`warehouse information ` (e.g., address and phone number) in Odoo is correct **and** matches the records saved in the shipping provider's website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:292 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:296 msgid "Verify that the :ref:`package type ` and parameters are valid for the shipping carrier. To check, ensure the shipment can be directly created on the shipping carrier's website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:299 msgid "When encountering a price mismatch between Odoo's estimated cost and the provider's charge, first ensure the delivery method is set to :ref:`production environment `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:299 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:303 msgid "Then, create the shipment in both the carrier's website and Odoo, and verify the prices are the same across Odoo, the shipping provider, and in the *debug logs*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:303 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:307 msgid "When checking for a price mismatch in the debug logs, if the request says the package weighs six kilograms, but the response from FedEx says the package weights seven kilograms, it concludes that the issue is on FedEx's side." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:308 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:312 msgid "Debug log" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:310 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:314 msgid "Track shipping data inconsistencies by activating debug logging. To do that, go to the delivery method's configuration page (:menuselection:`Inventory app --> Configuration --> Shipping Method`), and select the desired shipping method. Click the :guilabel:`No Debugging` smart button to activate :guilabel:`Debug Requests`." msgstr "" @@ -12942,11 +13360,11 @@ msgstr "" msgid "Show the \"No Debug\" smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:319 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:323 msgid "With :guilabel:`Debug Requests` activated, each time the shipping connector is used to estimate the cost of shipping, records are saved in the :guilabel:`Logging` report. To access the report, turn on :ref:`developer mode `, and go to :menuselection:`Settings app --> Technical --> Database Structure section --> Logging`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:325 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:329 msgid "Logs are created for a shipping method each time the :ref:`Get Rate ` button is clicked on :abbr:`SOs (Sales Orders)` and invoices, **and** when a customer adds the shipping carrier to their order through the *Website* app." msgstr "" @@ -12954,7 +13372,7 @@ msgstr "" msgid "Show how to find the \"Logging\" option from the \"Technical\" menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:334 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:338 msgid "Click the *HTTP request* line item to open a detailed page, and verify the correct information is sent from Odoo to the shipping carrier. In the *HTTP response*, verify that the same information is received." msgstr "" @@ -14069,6 +14487,10 @@ msgstr "" msgid "Reference code (e.g. *DESK0005*)" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:49 +msgid "On-hand quantity" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:50 msgid "Variant attributes (e.g. *Color: White*)" msgstr "" @@ -15312,10 +15734,6 @@ msgstr "" msgid ":doc:`../../../manufacturing/advanced_configuration/sub_assemblies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:3 -msgid "Reordering rules" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:9 msgid "*Reordering rules* are used to keep forecasted stock levels above a certain threshold without exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock should not fall below and a maximum quantity that stock should not exceed." msgstr "" @@ -17548,10 +17966,6 @@ msgstr "" msgid "From the pop-up window, select the equipment that should be added to the work center, and click :guilabel:`Select`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing.rst:7 -msgid "Manufacturing" -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing.rst:9 msgid "**Odoo Manufacturing** helps manufacturers schedule, plan, and process manufacturing orders. With the work center control panel, put tablets on the shop floor to control work orders in real-time and allow workers to trigger maintenance operations, feedback loops, quality issues, etc." msgstr "" @@ -18034,7 +18448,7 @@ msgid ":guilabel:`Time Efficiency`: used to calculate the expected duration of a msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:45 -msgid ":guilabel:`Capacity`: the number of operations that can be performed at the work center simultaneously" +msgid ":guilabel:`Capacity`: the number of products that can be processed at the work center simultaneously" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:47 @@ -18606,10 +19020,6 @@ msgstr "" msgid "The Manufacturing route on the Inventory tab of a product page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:30 -msgid "Lot/serial number tracking" -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:32 msgid "The assignment of lots or serial numbers to newly manufactured products is optional. To optionally :doc:`assign lots or serial numbers <../../inventory/product_management/product_tracking>` to newly manufactured products, go to the :guilabel:`Traceability` section in the :guilabel:`Inventory` tab. In the :guilabel:`Tracking` field, select :guilabel:`By Unique Serial Number` or :guilabel:`By Lots`." msgstr "" diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index 9946b5fc8..c0e5e112d 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1007,134 +1007,234 @@ msgid "Analyze metrics" msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7 -msgid "In order to properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's *Email Marketing* application tracks several :ref:`key metrics `, that can be interpreted to improve future campaigns." +msgid "In order to properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's **Email Marketing** application tracks several :ref:`key metrics `, that can be interpreted through :ref:`reports ` to improve future campaigns." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:13 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:16 msgid "View metrics" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:15 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18 msgid "After a mass mail has been sent, the results for that particular mailing are displayed in multiple locations." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18 -msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record. At the top of the record, detailed metrics are displayed as smart buttons." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:21 +msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:25 +msgid "At the top of the record, detailed metrics are displayed as smart buttons." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:-1 msgid "The smart buttons on a mass mailing, displaying the results of the message." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:28 -msgid "Click on the smart buttons to see the recipient records for each metric." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:33 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:32 msgid "Opened rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:35 -msgid "The *Opened* rate measures the percentage of emails opened by recipients against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:34 +msgid "The percentage of emails opened by recipients, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:38 -msgid "A high open rate may indicate that the subject line was timely, compelling, and successfully prompted the recipients to view the message." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:36 +msgid "In cases where a reply is expected, such as cold outreach emails, high open rate may indicate the subject line was timely, compelling, and successfully prompted the recipients to view the message." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:41 -msgid "A low open rate may indicate the subject line failed to capture the recipients' interest. It could also indicate the email ended up in a spam or junk folder due to having a poor sender reputation or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:39 +msgid "In cases where a reply is not expected, such as promotional emails, it may indicate an issue with the email, such as incorrect product links or coupon codes." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:46 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:42 +msgid "In cases where a reply is expected, a low open rate may indicate the subject line failed to capture the recipients' interest or the message ended up in a spam or junk folder. It could also indicate the email ended up in a spam or junk folder." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:47 +msgid "Emails that consistently land in recipient spam folders could be due to having a poor sender reputation (i.e. high unsubscribe rate, high percentage of past emails marked as spam, etc.), or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:53 msgid "Replied rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:48 -msgid "The *Replied* rate measures the percentage of recipients who responded to the email directly against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:55 +msgid "The percentage of recipients who responded to the email, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:51 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:57 msgid "A high replied rate may indicate the email resonated with recipients, prompting them to take action or provide feedback." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:54 -msgid "A low replied rate may suggest that the message lacked relevance or did not contain a clear call to action." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:60 +msgid "A low replied rate may suggest the message lacked relevance or did not contain a clear call-to-action." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:58 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:64 msgid "Clicked rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:60 -msgid "The *Clicked* through rate (CTR), measures the percentage of recipients who clicked on a link within the email against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66 +msgid "This represents the *Clicked through rate (CTR)*, which measures the percentage of recipients who clicked on a link within the email, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:63 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:70 msgid "A high |CTR| may indicate the email content was relevant and appropriately targeted. Recipients were motivated to click the links provided, and likely found the content engaging." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66 -msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. Recipients may have been unmotivated by the calls to action, if there were any, or the message itself may have been directed toward the wrong audience." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:73 +msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. Recipients may have been unmotivated by the calls-to-action, if there were any, or the message itself may have been directed toward the wrong audience." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:78 msgid "Received rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:73 -msgid "The *Received* rate measures the percentage of emails that were successfully delivered against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:80 +msgid "This rate measures the percentage of emails that were **successfully** delivered, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:76 -msgid "A high received rate can indicate that the mailing list used is up to date and the sender authentication is trusted by email providers." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:79 -msgid "A low received rate may indicate issues either with the mailing list used for the mailing or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:84 -msgid "Bounced rate" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:83 +msgid "A high received rate can indicate the mailing list used is up-to-date, and the sender authentication is trusted by email providers." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:86 -msgid "The *Bounced* rate measures the percentage of emails that were unsuccessfully delivered, against the total number of sent emails." +msgid "A low received rate may indicate issues, either with the mailing list used for the mailing, or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:89 -msgid "A high bounce rate could indicate issues either with the mailing list used for the mailing or with the sender authentication." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:91 +msgid "Bounced rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:92 -msgid "A low bounce rate may indicate that the mailing list used is up to date and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:93 +msgid "This rate measures the percentage of emails that were **unsuccessfully** delivered, and did not enter a recipient's inbox, against the total number of sent emails." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:96 +msgid "A high bounce rate could indicate issues, either with the mailing list used for the mailing, or with the sender authentication." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:99 -msgid "Deliverability issues" +msgid "A low bounce rate may indicate that the mailing list used is up-to-date, and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:101 -msgid "The following define possible reasons for a high bounce rate or low received rate:" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:104 +msgid "Click on the respective smart buttons to see all the corresponding recipient records that are attributed to each metric. When these filtered records are in view, multiple types of reports can be run for further analysis." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:103 -msgid "Using a mailing list that contains outdated contact information, or malformed email addresses are likely to result in a high bounce rate and/or a low received rate." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:105 -msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers due to failing :ref:`DMARC authentication `." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:108 -msgid "Failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>` can also result in a high bounce rate." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:112 -msgid ":ref:`Mailing campaigns `" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:111 +msgid "Create metrics reports" msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113 +msgid "Individual metrics can be analyzed by creating a report. To begin, click on the smart button of the desired metric." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:116 +msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right of the search bar to see a drop-down menu of filtering and grouping parameters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:119 +msgid ":guilabel:`Filters`, located in the left column of the search options, can be used to keep only the results that fit the filter. For example, selecting the *Bounced* filter only shows emails that could not be delivered." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:123 +msgid ":guilabel:`Group By`, found in the middle column, is used to organize the results into groups, and can be used with or without filters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:127 +msgid "Setting multiple :guilabel:`Group By` options creates nested groups, according to which option is selected first. For example, selecting :guilabel:`Sent Period`, followed by :guilabel:`Add Custom Group --> Responsible`, in the :guilabel:`Group By` column, sorts all results *first* by the sent period, *then* by the team member responsible. This is a useful metric for analyzing who on the team is sending in volume or quantity over a set time period." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:133 +msgid "This can be verified by looking at the direction, and order, of the selections in the group tile that appears in the search bar after the selections are made." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:137 +msgid "A monthly newsletter has been sent out, and 6.9% of the sent emails were bounced." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "The metrics smart buttons of the newsletter." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:143 +msgid "To see what these bounced recipients have in common, the records are grouped using a custom group targeting :guilabel:`Mailing Lists`, which groups all records by the mailing lists they are on. The records are then filtered using a custom filter with the rule `Created on >= 07/01/2024 00:00:00`, to filter by when the mailing list was last checked. This filter only includes recipients that have been created on, or after, July 1st, 2024, in the report." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "The custom filter creation form." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:153 +msgid "Using these configurations, it is evident that all the recipients with bounced emails were added after the list was last checked. Looking closer at the domains, it is evident that each recipient has a malformed email domain (i.e: @yaoo.com instead of @yahoo.com), likely due to a manual entry error while updating the database." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "A list of bounced email addresses with malformed email domains." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:163 +msgid "View :doc:`../../essentials/search` for more information about making custom groups and filters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:169 +msgid "Mass mailing analysis" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:171 +msgid "It is also possible to analyze the success between mailing campaigns by creating a *Mass Mailing Analysis* report. To begin, navigate to :menuselection:`Email Marketing app --> Reporting --> Mass Mailing Analysis`." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:175 +msgid "A dashboard appears displaying a bar chart containing each mailing campaign. By default, :guilabel:`Sent` is selected, displaying the number of sent records on the y-axis. To change the measure, click the :guilabel:`Measures` button, and select the desired measure from the drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:181 +msgid "The following chart displays the number of opened emails from two different mass mailings." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:183 +msgid "In this view, it can be seen that the first mass mailing led to a higher opened rate than the second. Because a lower opened rate can sometimes be attributed to a subject line that failed to capture readers' attention, the subject line of each mass mailing can be a good place to begin looking." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "A bar chart displaying the different opened rate between two mass mailing campaigns." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:192 +msgid "Comparing the two subject lines, it is clear the newsletter's subject line was less engaging, which may have led to the lower opened rate, when compared to the other mass mailing." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "alt text" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:200 +msgid "Deliverability issues" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:202 +msgid "The following define possible reasons for a high bounce rate or low received rate:" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:204 +msgid "Using a mailing list that contains outdated contact information, or malformed email addresses are likely to result in a high bounce rate and/or a low received rate." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:206 +msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers due to failing :ref:`DMARC authentication `." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:209 +msgid "Failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>` can also result in a high bounce rate." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:213 +msgid ":ref:`Mailing campaigns `" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:214 msgid ":doc:`Manage unsubscriptions `" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index d28fb1131..764b7418d 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -650,7 +650,7 @@ msgid ":doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 -msgid ":ref:`Website forms `" +msgid ":ref:`Website forms `" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 @@ -5062,11 +5062,15 @@ msgstr "" msgid "You can also refund a product by selecting the returned product from an open session, and setting a negative quantity that equals the number of returned products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:124 +#: ../../content/applications/sales/point_of_sale.rst:121 +msgid "Once the return payment is validated, Odoo generates the required credit note, referencing the original receipt or invoice and partially or fully canceling the document." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:127 msgid "Manage the cash register" msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:126 +#: ../../content/applications/sales/point_of_sale.rst:129 msgid "To add or take out cash from the register, click the **menu icon** in the upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "" @@ -5075,31 +5079,31 @@ msgid "Dropdown menu to close a POS session, reach the backend, add or take cash "orders" msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:133 +#: ../../content/applications/sales/point_of_sale.rst:136 msgid "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`, enter the amount and the reason, and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:139 +#: ../../content/applications/sales/point_of_sale.rst:142 msgid "Close the POS session" msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:141 +#: ../../content/applications/sales/point_of_sale.rst:144 msgid "To close your session, click the **menu icon** in the upper right corner of your screen and :guilabel:`Close Session`." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:144 +#: ../../content/applications/sales/point_of_sale.rst:147 msgid "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various information:" msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:147 +#: ../../content/applications/sales/point_of_sale.rst:150 msgid "the number of orders made and the total amount made during the session;" msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:148 +#: ../../content/applications/sales/point_of_sale.rst:151 msgid "the expected amounts grouped by payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:150 +#: ../../content/applications/sales/point_of_sale.rst:153 msgid "Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up window that computes the total amount in the cash drawer depending on the coins and bills counted and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are specified in the **Notes** section." msgstr "" @@ -5107,27 +5111,27 @@ msgstr "" msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:159 +#: ../../content/applications/sales/point_of_sale.rst:162 msgid "Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to the **POS dashboard**." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:163 +#: ../../content/applications/sales/point_of_sale.rst:166 msgid "To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown menu." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:165 +#: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:166 +#: ../../content/applications/sales/point_of_sale.rst:169 msgid "Depending on your setup, you might only be allowed to close a session if the expected cash revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:171 +#: ../../content/applications/sales/point_of_sale.rst:174 msgid "It is strongly advised to close your POS session at the end of each day." msgstr "" -#: ../../content/applications/sales/point_of_sale.rst:172 +#: ../../content/applications/sales/point_of_sale.rst:175 msgid "To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> Sessions`." msgstr "" @@ -5295,27 +5299,11 @@ msgid "Point of Sale tab of a product form to add a PoS product category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:81 -msgid "Adapt the POS interface" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration.rst:84 -msgid "Start category" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration.rst:86 -msgid "You can select one product category to display when :ref:`opening a POS session `. To configure it, go to your :ref:`POS settings ` and select a PoS category from the dropdown menu of the :guilabel:`Start Category` field within the :guilabel:`Product & PoS categories` section." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration.rst:-1 -msgid "Setting to set up the start category feature" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration.rst:95 msgid "Restrict categories" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration.rst:97 -msgid "You can also limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS settings ` and choose the specific categories to display in the :guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section." +#: ../../content/applications/sales/point_of_sale/configuration.rst:83 +msgid "You can limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS settings ` and choose the specific categories to display in the :guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:-1 @@ -7539,6 +7527,62 @@ msgstr "" msgid "If a request sent to Pricer fails, Odoo still considers that the product has been updated. In that case, we recommend forcing the update of all tags." msgstr "" +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:155 +msgid "Discount labels" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:157 +msgid "To display a discount label on a Pricer Tag, you need to link a :doc:`pricelist ` to the product variant associated with the tag." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:160 +msgid "To do so, open the product variant form:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:162 +msgid "Go to :menuselection:`Point of Sale --> Products --> Product Variants`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:163 +msgid "Select the product you want to apply a discount to." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:165 +msgid "Then, set the desired pricelist:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:167 +msgid "Go to the :guilabel:`General Information` tab." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:168 +msgid "Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:170 +msgid "Once a pricelist is set, the :guilabel:`On Sale Price` field appears, showing the :guilabel:`Sales Price` with the discount applied." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 +msgid "Linking a pricelist to a product variant" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:176 +msgid "After updating your electronic labels, a `PROMO` tag should appear on the electronic label, displaying both the old, crossed-out price and the discounted price." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:180 +msgid "Currently, pricelists that offer discounts for purchasing multiple units or derive their prices from other pricelists are not supported." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:182 +msgid "Assigning a pricelist to a product variant only affects the electronic label display. Scanning the product at the point of sale does not automatically apply the discount." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:186 +msgid ":doc:`discounts`" +msgstr "" + #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "" @@ -14058,7 +14102,7 @@ msgid "People and businesses often use separate addresses for billing (invoicing msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 -msgid "To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration --> Settings` and scroll down to the :guilabel:`Quotations & Orders` heading. Then, check the box next to :guilabel:`Customer Addresses`, and click :guilabel:`Save`." +msgid "To properly utilize multiple addresses in Odoo, go to :menuselection:`Accounting app --> Configuration --> Settings`, and scroll down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:-1 diff --git a/locale/sources/services.pot b/locale/sources/services.pot index dfb931fee..f48cc42c8 100644 --- a/locale/sources/services.pot +++ b/locale/sources/services.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-10-07 14:21+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -452,155 +452,22 @@ msgid ":doc:`Access rights <../general/users/access_rights>`" msgstr "" #: ../../content/applications/services/helpdesk.rst:130 -msgid "Create or modify stages" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:132 -msgid "*Stages* are used to organize the *Helpdesk* pipeline and track the progress of tickets. Stages are customizable, and can be renamed to fit the needs of each team." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:136 -msgid ":ref:`Developer mode ` **must** be activated to access the stages menu. To activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer Tools`, and click :guilabel:`Activate the developer mode`." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:140 -msgid "To view or modify *Helpdesk* stages, go to :menuselection:`Helpdesk app --> Configuration --> Stages`." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:143 -msgid "The default list view on the :guilabel:`Stages` page displays the stages currently available in *Helpdesk*. They are listed in the order they appear in the pipeline." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:146 -msgid "To change the order of the stages, click the :icon:`oi-draggable` :guilabel:`(drag)` icon, to the left of the stage name, and drag it to the desired place on the list." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:-1 -msgid "View of the stage list page emphasizing the buttons used to change the order the stages\n" -"appear in the list." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:155 -msgid "Change the stage order on the Kanban view of a *Helpdesk* team's pipeline by dragging and dropping individual columns." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:158 -msgid "To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so reveals a blank stage form." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:161 -msgid "Choose a :guilabel:`Name` for the new stage, and add a description, if desired. Then, proceed to fill out the remaining fields following the steps below." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:-1 -msgid "View of a stage's settings page in Odoo Helpdesk." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:169 -msgid "Add email and SMS templates to stages" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:171 -msgid "When an :guilabel:`Email Template` is added to a stage, an email is automatically sent to the customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template` triggers an SMS text message to send to the customer." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:176 -msgid "SMS Text Messaging is an :doc:`In-App Purchase (IAP) ` service that requires prepaid credits to work. Refer to `SMS Pricing FAQ `_ for additional information." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:180 -msgid "To select an existing email template, select it from the :guilabel:`Email Template` field. Click on the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon to the right of the field to edit the chosen template." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:184 -msgid "To create a new template, click the field, and enter a title for the new template. Then, select :guilabel:`Create and edit` from the drop-down menu that appears, and complete the form details." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:187 -msgid "Follow the same steps to select, edit, or create an :guilabel:`SMS Template`." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:-1 -msgid "View of an SMS template setup page in Odoo Helpdesk" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:194 -msgid ":doc:`/applications/general/companies/email_template`" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:197 -msgid "Assign stages to a team" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:199 -msgid "Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than one team may be selected, since the same stage can be assigned to multiple teams." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:203 -msgid "Fold a stage" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:205 -msgid "By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app --> Tickets --> All Tickets`)." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:209 -msgid "Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered *open*." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:212 -msgid "Stages can be configured to be folded in the Kanban view of a tickets page (:guilabel:`My Tickets` or :guilabel:`All Tickets`)." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:215 -msgid "The name of the folded stages are still visible, though the tickets in the stage are no longer immediately visible." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:218 -msgid "To fold a stage, check the :guilabel:`Folded in Kanban` box on the :guilabel:`Stages` form." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:221 -msgid "Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is completed can result in reporting and communication issues. This setting should **only** be enabled for stages that are considered *closing* stages." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:225 -msgid "Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:227 -msgid "View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the team's Kanban card." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:230 -msgid "Select a stage to fold temporarily, then click the :icon:`fa-gear` :guilabel:`(gear)` icon, and select :guilabel:`Fold` from the drop-down menu." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:-1 -msgid "Kanban view of a Helpdesk stage, with the temporary fold option emphasized." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:238 -msgid "Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in the stage." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:242 msgid "Merge tickets" msgstr "" -#: ../../content/applications/services/helpdesk.rst:244 +#: ../../content/applications/services/helpdesk.rst:132 msgid "If duplicate tickets are found in *Helpdesk*, they can be combined into a single ticket using the *merge* feature." msgstr "" -#: ../../content/applications/services/helpdesk.rst:248 +#: ../../content/applications/services/helpdesk.rst:136 msgid "The *merge* feature is **only** accessible if the :doc:`Data Cleaning <../productivity/data_cleaning>` application is installed on the database." msgstr "" -#: ../../content/applications/services/helpdesk.rst:251 +#: ../../content/applications/services/helpdesk.rst:139 msgid "To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`. Identify the tickets to be merged, and tick the checkbox at the far-left of each ticket to select them. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the drop-down menu. Doing so opens a new page where the selected tickets are listed with their :guilabel:`Similarity` rating. From here, click either :ref:`Merge ` to combine the tickets, or :guilabel:`DISCARD`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:259 +#: ../../content/applications/services/helpdesk.rst:147 msgid "`Odoo Tutorials: Helpdesk `_" msgstr "" @@ -2905,6 +2772,147 @@ msgstr "" msgid ":doc:`Allow customers to close their tickets `" msgstr "" +#: ../../content/applications/services/helpdesk/overview/stages.rst:3 +msgid "Stages" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:5 +msgid "*Stages* are used to organize the **Helpdesk** pipeline and track the progress of tickets. Stages are customizable, and can be renamed to fit the needs of each team." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:9 +msgid "Create or modify stages" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:12 +msgid ":ref:`Developer mode ` **must** be activated to access the stages menu. To activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer Tools`, and click :guilabel:`Activate the developer mode`." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:16 +msgid "To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app --> Configuration --> Stages`." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:19 +msgid "The default list view on the :guilabel:`Stages` page displays the stages currently available in the **Helpdesk** app. They are listed in the order they appear in the pipeline." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:22 +msgid "To change the order of the stages, click the :icon:`oi-draggable` :guilabel:`(draggable)` icon, to the left of the stage name, and drag it to the desired place on the list." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:-1 +msgid "View of the stage list page emphasizing the buttons used to change the order the stages\n" +"appear in the list." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:30 +msgid "Change the stage order on the Kanban view of a **Helpdesk** team's pipeline by dragging and dropping individual columns." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:33 +msgid "To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so reveals a blank stage form." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:36 +msgid "Choose a :guilabel:`Name` for the new stage." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:-1 +msgid "View of a stage's settings page in Odoo Helpdesk." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:42 +msgid "Add email and SMS templates to stages" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:44 +msgid "When an :guilabel:`Email Template` is added to a stage, a preconfigured email is automatically sent to the customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template` triggers a preconfigured SMS text message to send to the customer." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:49 +msgid "SMS text messaging is an :doc:`In-App Purchase (IAP) ` service that requires prepaid credits to work. Refer to `SMS Pricing FAQ `_ for additional information." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:53 +msgid "To select an existing email template, select it from the :guilabel:`Email Template` field. After choosing a template, click on the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon to the right of the field to edit the chosen template." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:57 +msgid "To create a new template from this form, click the field, and enter a title for the new template. Then, select :guilabel:`Create and edit` from the drop-down menu that appears, and complete the form details." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:61 +msgid "Follow the same steps to select, edit, or create an :guilabel:`SMS Template`." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:-1 +msgid "View of an SMS template setup page in Odoo Helpdesk." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:67 +msgid ":doc:`/applications/general/companies/email_template`" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:70 +msgid "Fold a stage" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:72 +msgid "By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app --> Tickets --> All Tickets`)." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:76 +msgid "Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered *open*." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:79 +msgid "Stages can be configured to be folded in the Kanban view of a tickets page." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:81 +msgid "The name of the folded stages are still visible, but the tickets in the stage are hidden from view." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:83 +msgid "To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the :guilabel:`Stages` form." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:86 +msgid "Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is completed can result in reporting and communication issues. This setting should **only** be enabled for stages that are considered *closing* stages." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:91 +msgid "Temporarily fold a stage" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:93 +msgid "Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:95 +msgid "View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the team's Kanban card." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:98 +msgid "Hover the cursor at the top of the desired stage to fold temporarily, then click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select :guilabel:`Fold` from the drop-down menu." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:-1 +msgid "Kanban view of a Helpdesk stage, with the temporary fold option emphasized." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:105 +msgid "Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in the stage." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:109 +msgid "Assign stages to a team" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/stages.rst:111 +msgid "Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than one team may be selected, since the same stage can be assigned to multiple teams." +msgstr "" + #: ../../content/applications/services/planning.rst:5 msgid "Planning" msgstr "" @@ -3460,6 +3468,50 @@ msgstr "" msgid "If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, or other." msgstr "" +#: ../../content/applications/services/project/project_management.rst:81 +msgid "Top bar" +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:83 +msgid "In project management, reviewing the various records and documents related to a project is often necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can customize each project's top bar to match its specific needs." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:87 +msgid "To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card, then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:92 +msgid "You can then click the buttons to access the related records without leaving the Project app. To return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:-1 +msgid "Top bar selection menu" +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:99 +msgid "Custom top bar buttons" +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:101 +msgid "You can also create your own buttons to access more specific views:" +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:103 +msgid "Click an existing top bar button to access the view." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:104 +msgid "Customize the view with keywords, filters, and grouping options using the search bar." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:105 +msgid "Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select :guilabel:`Save View`." +msgstr "" + +#: ../../content/applications/services/project/project_management.rst:107 +msgid "Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share the button with other users." +msgstr "" + #: ../../content/applications/services/project/tasks.rst:5 msgid "Task management" msgstr "" @@ -3805,7 +3857,7 @@ msgid ":guilabel:`Project`: choose the project that you want the new tasks to be msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:119 -msgid ":ref:`Customize the form `." +msgid ":ref:`Customize the form `." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:121 diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index ca7a8418e..85504d816 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2024-12-31 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -536,7 +536,6 @@ msgid ":doc:`/applications/sales/sales/products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:11 -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:12 msgid ":doc:`../checkout_payment_shipping/checkout`" msgstr "" @@ -589,91 +588,107 @@ msgid "Enter gift card code to process checkout" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:3 -msgid "Shipping methods" +msgid "Shipping" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:5 -msgid "Depending on your shipping strategy, you have the choice to either use your :ref:`own shipping methods `, or use an integration with an :ref:`existing shipping provider `." +msgid "Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose their preferred option at checkout. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or :ref:`Based on Rules `, and :ref:`in-store pickup `." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:15 -msgid "Own shipping methods" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:16 +msgid "External provider integration" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:17 -msgid "You can create your own custom shipping methods and define rules to compute shipping costs. To do so, go to :menuselection:`Website --> Configuration --> Shipping Methods`, and either select an **existing** shipping method, or :guilabel:`Create` one. When creating a shipping method, you can choose between :ref:`Fixed Price `, :ref:`Based on Rules `, and :guilabel:`Pickup in store`." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:18 +msgid "To handle product delivery, you can connect your database to :doc:`third-party shipping carriers <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`, :doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`, or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`. A shipping connector links to these providers, automating :doc:`tracking labels <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping processes." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:24 -msgid "Pickup in store" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:27 +msgid "To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s), and :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:26 -msgid ":guilabel:`Pickup in store` must first be **enabled** in the settings (:menuselection:`Website --> Configuration --> Settings --> Shipping section)` by checking :guilabel:`On Site Payments & Picking`. Once enabled, you can select and :guilabel:`Customize Pickup Sites`. :guilabel:`Picking sites` can be made **website-specific**, but are by default available for *all* websites." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:32 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:33 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:34 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:31 +msgid "Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method in the list to :ref:`configure it `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel`" +msgid ":doc:`Third-party shipping carriers <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:40 -msgid "Shipping providers" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:39 +msgid "The field used to define additional fees **must** be filled **in your third-party shipping provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be calculated, and an error message prompts the customer to select an alternative shipping method." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:42 -msgid "Another solution is to use one of the integrations with an existing shipping provider. The advantage of using an integration is that delivery costs are automatically computed based on each order as well as generating shipping labels." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:45 +msgid "Margin on delivery rate" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:47 +msgid "To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your carrier account and set the desired fee in the related field. The shipping connector retrieves this fee and includes it in the final price at checkout. Contact your carrier for further assistance with this configuration." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgid "Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo. To do so, access the desired :ref:`shipping method's form ` and enter the fee in the :guilabel:`Margin on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin` field to add a fixed amount." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 -#: ../../content/applications/websites/ecommerce/products.rst:341 -msgid "Website availability" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 -msgid "Shipping methods can be made available on **specific** websites *only*, if desired. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shipping Methods`, and select the desired **shipping method**. In the :guilabel:`Website` field, set the website you want the shipping method to be restrained to. Leave the field **empty** for the method to be available on *all* websites." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 -msgid "Delivery method at checkout" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 +msgid "The field used to define additional fees cannot be left empty in your third-party shipping provider account." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 -msgid "Customers can choose the shipping method at the end of the checkout process, at the :guilabel:`Confirm Order` step." +msgid "Custom shipping method" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:-1 -msgid "Delivery method choice at checkout" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 +msgid "Custom shipping methods must be created, for example:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:69 +msgid "to integrate shipping carriers through :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:71 +msgid "to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for a specific provider;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:73 +msgid "to configure :ref:`Fixed Price ` shipping or shipping :ref:`Based on Rules `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:76 +msgid "To create a custom shipping method, go to :menuselection:`Website --> Configuration --> Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:80 +msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shiping method does not involve any specific provider." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:85 +msgid "Upon :ref:`configuring ` a shipping method, you can:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:88 +msgid "restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by selecting it in :guilabel:`Website` field;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:90 +msgid "use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed based on the customer's area;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:92 +msgid "click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to :guilabel:`Publish` the shipping method and make it available to website visitors." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:99 +msgid "In-store pickup" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:101 +msgid "To allow customers to reserve products online and pay for/collect them in person at the store, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:105 +msgid "Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New` to create a new one and :ref:`configure ` the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`." msgstr "" #: ../../content/applications/websites/ecommerce/ecommerce_management.rst:5 @@ -949,6 +964,18 @@ msgstr "" msgid "If customers are allowed to pay when picking up their order in stores or by wire transfer, the quotation is **not** be confirmed and the stock is **not** be reserved. Orders must be confirmed manually to reserve products in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -1450,6 +1477,10 @@ msgstr "" msgid "To check the language(s) of your website, go to :menuselection:`Website --> Configuration --> Settings` and go to the :guilabel:`Website Info` section." msgstr "" +#: ../../content/applications/websites/ecommerce/products.rst:341 +msgid "Website availability" +msgstr "" + #: ../../content/applications/websites/ecommerce/products.rst:343 msgid "To set the product's website availability, navigate to the :ref:`product form `, go to the :guilabel:`Sales` tab, and in the :guilabel:`eCommerce shop` section, select the :guilabel:`Website` you wish the product to be available on. Leave the field blank to make the product available on *all* websites." msgstr "" @@ -4832,7 +4863,7 @@ msgid "Adding a CNAME record to forward your domain name to the address of your msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:157 -#: ../../content/applications/websites/website/configuration/domain_names.rst:212 +#: ../../content/applications/websites/website/configuration/domain_names.rst:273 msgid "Odoo Online" msgstr "" @@ -4841,7 +4872,7 @@ msgid "The CNAME record's target address should be your database's address as de msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:162 -#: ../../content/applications/websites/website/configuration/domain_names.rst:222 +#: ../../content/applications/websites/website/configuration/domain_names.rst:283 msgid "Odoo.sh" msgstr "" @@ -4866,7 +4897,7 @@ msgid "`OVHcloud: Add a new DNS record `_" +msgid "`Cloudflare: Manage DNS records `_" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:180 @@ -4881,31 +4912,156 @@ msgstr "" msgid "To do so, create a CNAME record for the `www` subdomain, with `mycompany.odoo.com` as the target. Next, create a redirect (301 permanent or visible redirect) to redirect visitors from `yourdomain.com` to `wwww.yourdomain.com`." msgstr "" +#: ../../content/applications/websites/website/configuration/domain_names.rst:194 +msgid "Using Cloudflare to secure and redirect a naked domain" +msgstr "" + #: ../../content/applications/websites/website/configuration/domain_names.rst:196 -msgid "Map a domain name to an Odoo database" +msgid "To redirect a naked domain with a secure HTTPS connection, we recommend using Cloudflare, as most DNS hosting services do not offer an easy way to do so." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:199 -msgid "Ensure you have :ref:`added a CNAME record ` to your domain name's DNS **before** mapping your domain name to your Odoo database." +msgid "`Sign up and log in to Cloudflare `_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:200 +msgid "Enter your domain name on `Cloudflare's dashboard `_ and select :guilabel:`Quick scan for DNS records`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:202 +msgid "Choose a plan (the free plan is sufficient)." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:203 +msgid "Follow Cloudflare's instructions and recommendations to complete the activation." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:204 +msgid "Add a CNAME record to redirect your naked domain (`yourdomain.com`) to the `www` subdomain (e.g., `www.yourdomain.com`) by clicking :guilabel:`DNS` in the navigation menu, then clicking the :guilabel:`Add record` button, and using the following configuration:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:208 +#: ../../content/applications/websites/website/configuration/domain_names.rst:219 +msgid ":guilabel:`Type`: CNAME" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:209 +msgid ":guilabel:`Name`: `@` (or `yourdomain.com`)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:210 +msgid ":guilabel:`Target`: e.g., `www.yourdomain.com`" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:211 +msgid ":guilabel:`Proxy status`: Proxied" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Adding a CNAME DNS record to Cloudflare to redirect a naked domain to a www subdomain" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:216 +msgid "Add another second CNAME record to redirect the `www` subdomain (e.g., `www.yourdomain.com`) to your database address (e.g., `mycompany.odoo.com`) using the following configuration:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:220 +msgid ":guilabel:`Name`: e.g., `www.yourdomain.com`" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:221 +msgid ":guilabel:`Target`: e.g., `mycompany.odoo.com`" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:222 +msgid ":guilabel:`Proxy status`: DNS only" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Adding a CNAME DNS record to Cloudflare to redirect a www subdomain to an Odoo database" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:227 +msgid "Define a redirect rule to permanently redirect (301) your naked domain (e.g., `yourdomain.com`) to both `http://` and `https://` by going to :menuselection:`Rules --> Redirect Rules --> Create rule`, and:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:231 +msgid "Enter any :guilabel:`Rule name`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:232 +msgid "Under the :guilabel:`If incoming requests match...` section, select :guilabel:`Custom filter expression` and use the following configuration:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:235 +msgid ":guilabel:`Field`: Hostname" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:236 +msgid ":guilabel:`Operator`: equals" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:237 +msgid ":guilabel:`Value`: e.g., `yourdomain.com`" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:239 +msgid "Under the :guilabel:`Then...` section, use the following configuration:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:241 +msgid ":guilabel:`Type`: Dynamic" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:242 +msgid ":guilabel:`Expression`: e.g., `concat(\"https://www.yourdomain.com/\", http.request.uri.path)`" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:243 +msgid ":guilabel:`Status code`: 301" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:244 +msgid ":guilabel:`Preserve query string`: enabled" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Defining a Cloudflare redirect rule to create a permanent redirect (301)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:249 +msgid "Go to :guilabel:`SSL/TLS` and set the encryption mode to :guilabel:`Full`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Setting the encryption mode to full on Cloudflare" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:257 +msgid "Map a domain name to an Odoo database" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:260 +msgid "Ensure you have :ref:`added a CNAME record ` to your domain name's DNS **before** mapping your domain name to your Odoo database." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:263 msgid "Failing to do so may prevent the validation of the :ref:`SSL certificate ` and could result in a *certificate name mismatch* error. Web browsers often display this as a warning, such as *\"Your connection is not private\"*." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:206 +#: ../../content/applications/websites/website/configuration/domain_names.rst:267 msgid "If you encounter this error after mapping the domain name to your database, wait up to five days, as the validation may still happen. If not, you can `submit a support ticket `_, including screenshots of your CNAME records." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:214 -msgid "Open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, and go to :menuselection:`Domain Names --> Use my own domain`. Then, enter the domain name (e.g., `yourdomain.com`), click :guilabel:`Verify` and :guilabel:`I confirm, it's done`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:275 +msgid "Open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, and go to :menuselection:`Domain Names --> Use my own domain`. Then, enter the domain name (e.g., `www.yourdomain.com`), click :guilabel:`Verify` and :guilabel:`I confirm, it's done`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:0 msgid "Mapping a domain name to an Odoo Online database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:224 +#: ../../content/applications/websites/website/configuration/domain_names.rst:285 msgid "On Odoo.sh, go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type the domain name to add, then click :guilabel:`Add domain`." msgstr "" @@ -4913,95 +5069,95 @@ msgstr "" msgid "Mapping a domain name to an Odoo.sh branch" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:231 +#: ../../content/applications/websites/website/configuration/domain_names.rst:292 msgid ":ref:`Odoo.sh branches: settings tab `" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:236 +#: ../../content/applications/websites/website/configuration/domain_names.rst:297 msgid "SSL encryption (HTTPS protocol)" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:238 +#: ../../content/applications/websites/website/configuration/domain_names.rst:299 msgid "**SSL encryption** allows visitors to navigate a website through a secure connection, which appears as the *https://* protocol at the beginning of a web address rather than the non-secure *http://* protocol." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:242 +#: ../../content/applications/websites/website/configuration/domain_names.rst:303 msgid "Odoo generates a separate SSL certificate for each domain :ref:`mapped to a database ` using `Let's Encrypt's certificate authority and ACME protocol `_." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:247 +#: ../../content/applications/websites/website/configuration/domain_names.rst:308 msgid "Certificate generation may take up to 24 hours." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:248 +#: ../../content/applications/websites/website/configuration/domain_names.rst:309 msgid "Several attempts to validate your certificate are made for five days after you map your domain name to your database." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:250 +#: ../../content/applications/websites/website/configuration/domain_names.rst:311 msgid "If you use another service, you can keep using it or change to Odoo's." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:253 +#: ../../content/applications/websites/website/configuration/domain_names.rst:314 msgid "No SSL certificate is generated for naked domains :dfn:`(domain names without any subdomains or prefixes)`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:259 +#: ../../content/applications/websites/website/configuration/domain_names.rst:320 msgid "Web base URL of a database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:262 +#: ../../content/applications/websites/website/configuration/domain_names.rst:323 msgid "If the Website app is installed on your database, skip this section and continue from the :ref:`Map a domain name to a website ` section." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:265 +#: ../../content/applications/websites/website/configuration/domain_names.rst:326 msgid "The *web base URL* or root URL of a database affects your main website address and all the links sent to your customers (e.g., quotations, portal links, etc.)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:268 +#: ../../content/applications/websites/website/configuration/domain_names.rst:329 msgid "To make your custom domain name the *web base URL* of your database, access your database using your custom domain name and log in as an administrator :dfn:`(a user part of the Settings access right group under Administration)`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:273 +#: ../../content/applications/websites/website/configuration/domain_names.rst:334 msgid "If you access your database with the original Odoo address (e.g., `mycompany.odoo.com`), the *web base URL* of your database will be updated accordingly. To prevent the automatic update of the *web base URL* when an administrator logs in to the database, activate the :ref:`developer mode `, go to :menuselection:`Settings --> Technical --> System Parameters --> New`, and enter `web.base.url.freeze` as the :guilabel:`Key` and `True` as the :guilabel:`Value`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:280 +#: ../../content/applications/websites/website/configuration/domain_names.rst:341 msgid "You can also set the web base URL manually. To do so, activate the :ref:`developer mode `, go to :menuselection:`Settings --> Technical --> System Parameters`, and search for the `web.base.url` key (create it if necessary) and enter the full address of your website as the value (e.g., `https://www.yourdomain.com`). The URL must include the protocol `https://` (or `http://`) and *not* end with a slash (`/`)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:289 +#: ../../content/applications/websites/website/configuration/domain_names.rst:350 msgid "Map a domain name to an Odoo website" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:291 +#: ../../content/applications/websites/website/configuration/domain_names.rst:352 msgid "Mapping your domain name to your website is different than mapping it to your database:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:293 +#: ../../content/applications/websites/website/configuration/domain_names.rst:354 msgid "It defines your domain name as the main one for your website, helping search engines to index your website correctly." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:295 +#: ../../content/applications/websites/website/configuration/domain_names.rst:356 msgid "It defines your domain name as the base URL for your database, including portal links sent by email to your customers." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:297 +#: ../../content/applications/websites/website/configuration/domain_names.rst:358 msgid "If you have multiple websites, it maps your domain name to the appropriate website." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:299 +#: ../../content/applications/websites/website/configuration/domain_names.rst:360 msgid "Go to :menuselection:`Website --> Configuration --> Settings`. If you have multiple websites, select the one you want to configure. In the :guilabel:`Domain` field, enter the address of your website (e.g., `https://www.yourdomain.com`) and :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:304 +#: ../../content/applications/websites/website/configuration/domain_names.rst:365 msgid "Mapping your domain name to your Odoo website prevents Google Search from indexing your original database address (e.g., `mycompany.odoo.com`)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:307 +#: ../../content/applications/websites/website/configuration/domain_names.rst:368 msgid "If both addresses are already indexed, it may take some time before the indexation of the second address is removed from Google Search. You can use the `Google Search Console `_ to fix the issue." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:312 +#: ../../content/applications/websites/website/configuration/domain_names.rst:373 msgid "If you have multiple websites and companies on your database, make sure to select the right :guilabel:`Company` under :menuselection:`Website --> Configuration --> Settings`. Doing so indicates Odoo which URL to use as the :ref:`base URL ` according to the company in use." msgstr "" @@ -5426,7 +5582,7 @@ msgstr "" #: ../../content/applications/websites/website/configuration/spam_protection.rst:72 #: ../../content/applications/websites/website/configuration/spam_protection.rst:128 -#: ../../content/applications/websites/website/configuration/translate.rst:60 +#: ../../content/applications/websites/website/configuration/translate.rst:61 msgid "Click :guilabel:`Save`." msgstr "" @@ -5547,66 +5703,66 @@ msgid "Install languages" msgstr "" #: ../../content/applications/websites/website/configuration/translate.rst:16 -msgid "To allow translation of your website, you must first :doc:`install <../../../general/users/language>` the required languages and add them to your website. To do so, go to :menuselection:`Website --> Configuration --> Settings` and click :guilabel:`Install languages` in the :guilabel:`Website info` section. In the dialog box that opens, select the :guilabel:`Languages` you want from the dropdown menu, tick the required :guilabel:`Websites to translate`, and click :guilabel:`Add`." +msgid "To allow translation of your website, you must first :doc:`install <../../../general/users/language>` the required languages and add them to your website. To do so, go to :menuselection:`Website --> Configuration --> Settings` and click :icon:`fa-arrow-right` :guilabel:`Install languages` in the :guilabel:`Website Info` section. In the dialog box that opens, select the :guilabel:`Languages` you want from the dropdown menu, tick the required :guilabel:`Websites to translate`, and click :guilabel:`Add`." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:22 -msgid "To edit your website's languages, go to :menuselection:`Website –> Configuration –> Settings` and add/remove the required languages in/from the :guilabel:`Languages` field in the :guilabel:`Website info` section." +#: ../../content/applications/websites/website/configuration/translate.rst:23 +msgid "To edit your website's languages, go to :menuselection:`Website -–> Configuration -–> Settings` and add/remove the required languages in/from the :guilabel:`Languages` field in the :guilabel:`Website info` section." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:27 +#: ../../content/applications/websites/website/configuration/translate.rst:28 msgid "Alternatively, once the languages have been installed, you can add them from the :ref:`language selector `. You might then need to refresh your page to see the new language." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:34 +#: ../../content/applications/websites/website/configuration/translate.rst:35 msgid "Default language" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:36 +#: ../../content/applications/websites/website/configuration/translate.rst:37 msgid "When multiple languages are available on your website, you can set a default language to be used if the visitor’s browser language is not available. To do so, go to :menuselection:`Website –-> Configuration -–> Settings`, and select a language in the :guilabel:`Default` field." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:41 +#: ../../content/applications/websites/website/configuration/translate.rst:42 msgid "This field is only visible if multiple languages have been installed and added to your website." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:46 +#: ../../content/applications/websites/website/configuration/translate.rst:47 msgid "Language selector" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:48 +#: ../../content/applications/websites/website/configuration/translate.rst:49 msgid "Your website’s visitors can switch languages using the language selector, available by default in the :guilabel:`Copyright` section at the bottom of the page. To edit the language selector menu:" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:51 +#: ../../content/applications/websites/website/configuration/translate.rst:52 msgid "Go to your website and click :guilabel:`Edit`;" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:52 +#: ../../content/applications/websites/website/configuration/translate.rst:53 msgid "Click the language selector available in the :guilabel:`Copyright` block and go to the :guilabel:`Copyright` section of the website builder;" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:54 -msgid "Set the :guilabel:`Language selector` field to either :guilabel:`Dropdown` or :guilabel:`Inline`. Click :guilabel:`None` if you do not want to display the :guilabel:`Language selector`;" +#: ../../content/applications/websites/website/configuration/translate.rst:55 +msgid "Set the :guilabel:`Language Selector` field to either :guilabel:`Dropdown` or :guilabel:`Inline`. Click :guilabel:`None` if you do not want to display the :guilabel:`Language selector`;" msgstr "" #: ../../content/applications/websites/website/configuration/translate.rst:0 msgid "Add a language selector menu." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:63 +#: ../../content/applications/websites/website/configuration/translate.rst:64 msgid "You can also add the :guilabel:`Language Selector` to the :guilabel:`Header` of your page. To do so, click the :guilabel:`Header` block and go to the :guilabel:`Navbar` section to edit the :guilabel:`Language Selector`." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:70 +#: ../../content/applications/websites/website/configuration/translate.rst:71 msgid "Translate your website" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:72 +#: ../../content/applications/websites/website/configuration/translate.rst:73 msgid "Select your desired language from the language selector to see your content in another language. Then, click the :guilabel:`Translate` button in the top-right corner to manually activate the translation mode so that you can translate what has not been translated automatically by Odoo." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:76 +#: ../../content/applications/websites/website/configuration/translate.rst:77 msgid "Translated text strings are highlighted in green; text strings that were not translated automatically are highlighted in yellow." msgstr "" @@ -5614,43 +5770,43 @@ msgstr "" msgid "Entering the translation mode" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:82 +#: ../../content/applications/websites/website/configuration/translate.rst:83 msgid "In this mode, you can only translate text. To change the page's structure, you must edit the master page, i.e., the page in the original language of the database. Any changes made to the master page are automatically applied to all translated versions." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:86 -msgid "To replace the original text with the translation, click the block, edit its contents, and save." +#: ../../content/applications/websites/website/configuration/translate.rst:87 +msgid "To replace the original text with the translation, click the block, edit its contents, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:89 -msgid "When a website supports multiple languages, the content is accessible through different URLs, depending on the language selected. For example, `https://www.mywebsite.com/shop/product/my-product-1` is the URL to the master page, in English, while `https://www.mywebsite.com/fr_FR/shop/product/mon-produit-1` is the URL to the French version of the same page." +#: ../../content/applications/websites/website/configuration/translate.rst:91 +msgid "When a website supports multiple languages, the core URL structure remains consistent across languages, while specific elements like product names or categories are translated. For example, `https://www.mywebsite.com/shop/product/my-product-1` is the English version of a product page, while `https://www.mywebsite.com/fr/shop/product/mon-produit-1` is the French version of the same page. The structure (/shop/product/) stays unchanged, but the translated elements (e.g., product name) adapt to the selected language." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:96 +#: ../../content/applications/websites/website/configuration/translate.rst:99 msgid "Once the desired language is installed, you can translate some items from the backend (e.g., the product's name in the product form). To do so, click the language code (e.g., :guilabel:`EN`) next to the text you want to translate and add the translation." msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:101 +#: ../../content/applications/websites/website/configuration/translate.rst:104 msgid "Content visibility by language" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:103 +#: ../../content/applications/websites/website/configuration/translate.rst:106 msgid "You can hide content (such as images or videos, for example) depending on the language. To do so:" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:105 +#: ../../content/applications/websites/website/configuration/translate.rst:108 msgid "Click :guilabel:`Edit` and select an element of your website;" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:106 +#: ../../content/applications/websites/website/configuration/translate.rst:109 msgid "Go to the :guilabel:`Text - Image` section and :guilabel:`Visibility`;" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:107 +#: ../../content/applications/websites/website/configuration/translate.rst:110 msgid "Click :guilabel:`No condition` and select :guilabel:`Conditionally` instead;" msgstr "" -#: ../../content/applications/websites/website/configuration/translate.rst:108 +#: ../../content/applications/websites/website/configuration/translate.rst:111 msgid "Go to :guilabel:`Languages` to configure the condition(s) to apply by selecting :guilabel:`Visible for` or :guilabel:`Hidden for`, and click :guilabel:`Choose a record` to decide which languages are impacted." msgstr "" @@ -6910,7 +7066,7 @@ msgid "Dynamic content" msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks/dynamic_content.rst:5 -msgid "The :guilabel:`Dynamic Content` building blocks, such as :ref:`Form `, :ref:`Products `, :ref:`Embed Code `, or :doc:`Blog Posts <../../../blog>`, help you create interactive and visually appealing layouts for your web pages." +msgid "The :guilabel:`Dynamic Content` :doc:`building blocks <../building_blocks>`, such as :ref:`Form `, :ref:`Products `, :ref:`Embed Code `, or :doc:`Blog Posts <../../../blog>`, help you create interactive and visually appealing layouts for your web :doc:`pages <../../pages>`." msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks/dynamic_content.rst:11