[MERGE] Forward-port of branch 13.0 to 14.0
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===============
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Bank Statements
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===============
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Importing your bank statements in Odoo Accounting allows you to keep track of the financial
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movements that occur on your bank accounts and reconcile them with the transactions recorded in your
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accounting.
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The easiest way to do so is by synchronizing. To do so, please read the related documentation:
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:doc:`bank_synchronization`.
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We recommend you use bank synchronization for more efficiency. Please read the related
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documentation: :doc:`bank_synchronization`.
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However, if your bank account is not synchronized with Odoo, you still have two options:
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However, if you don't want to use bank synchronization or if your bank is not a supported
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institution, you still have other options:
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#. Import the bank statement files delivered by your bank
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#. Register the bank statements manually
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Import bank statements files
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============================
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Odoo supports multiple file formats to import bank statements:
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- SEPA recommended Cash Management format (CAMT.053)
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- Comma-separated values (.CSV)
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- Open Financial Exchange (.OFX)
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- Quicken Interchange Format (.QIF)
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- Belgium Coded Statement of Account (.CODA)
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- Belgium: Coded Statement of Account (.CODA)
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To import them, go to :menuselection:`Accounting --> Overview --> Bank`, click on *Import
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Statements*, or on the three dots, and then on *Import Statement*.
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.. image:: media/bank_statements01.png
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.. image:: media/bank-statements-01.png
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:align: center
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:alt: Import a bank statement file in Odoo Accounting
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Next, select the file you want to import and click on *Import*.
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Odoo opens an **import tool** with which you can set the **Formatting Options** and **map** the
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Odoo opens an **import widget** to help you set the **Formatting Options** and **map** the
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different columns you want to import.
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.. image:: media/bank_statements02.png
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.. image:: media/bank-statements-02.png
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:align: center
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:alt: Register bank statements manually in Odoo Accounting
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.. note::
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Quicken Interchange Format (.QIF) is an older file format that is not supported since 2005. If
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possible, prefer OFX files over QIF.
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Quicken Interchange Format (.QIF) is an older file format that is no longer supported since 2005.
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If possible, prefer OFX files over QIF.
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Register bank statements manually
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=================================
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If needed, you can also record your bank statements manually.
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To do so, go to :menuselection:`Accounting --> Overview --> Bank`, click on *Create Statements*, or
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@ -55,7 +59,7 @@ Add a new line for each transaction written on the original bank statement.
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To ease the reconciliation process, make sure to fill out the *Partner* field. You can also write
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the payments’ references in the *Label* field.
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.. image:: media/bank_statements03.png
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.. image:: media/bank-statements-03.png
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:align: center
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:alt: Register bank statements manually in Odoo Accounting
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@ -65,4 +69,4 @@ the payments’ references in the *Label* field.
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.. seealso::
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* :doc:`bank_synchronization`
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.. todo:: add doc link to new documentation about reconciliation
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.. todo:: add doc link to new documentation about reconciliation
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Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
@ -2,6 +2,13 @@
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Argentina
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=========
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Webinars
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========
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Below you can find videos with a general description of the localization, and how to configure it.
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- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/c41-8cVaYAI>`_.
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Introduction
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============
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@ -2,6 +2,13 @@
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Colombia
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========
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Webinars
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========
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Below you can find videos with a general description of the localization, and how to configure it.
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- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/BOzucXRUZDE>`_.
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Introduction
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============
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@ -86,6 +86,11 @@ company’s contact.
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.. image:: media/mexico03.png
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:align: center
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.. warning::
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From a legal point of view, a Mexican company must use the local currency (MXN).
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Therefore, Odoo does not provide features to manage an alternative configuration.
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If you want to manage another currency, let MXN be the default currency and use
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price list instead.
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Set the proper "Fiscal Position" on the partner that represent the company
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--------------------------------------------------------------------------
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@ -131,8 +131,7 @@ There are two possibilities:
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#. Via the interface of our `website form <https://upgrade.odoo.com>`_
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#. | For technically-advanced users and partners, via the following command line (to be used on the
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machine where your database is hosted):
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| ``python <(curl -s beta.upgrade.odoo.com/upgrade) test -d <your db name> -t 14.0 -c <your
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subscription code>``
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| ``python <(curl -s beta.upgrade.odoo.com/upgrade) test -d <your db name> -t 14.0``
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What does it do?
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~~~~~~~~~~~~~~~~
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@ -263,12 +262,11 @@ Select *Production* purpose.
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Assistance
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~~~~~~~~~~
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If you encounter issues or problems in the **production database**, please contact the Odoo Upgrade
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Support:
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If you encounter issues or problems in the **production database**, please contact the **Odoo
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Support**:
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#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
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#. Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
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Under the *Ticket Description* section, select the appropriate type related to your issue but
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#. Under the *Ticket Description* section, select the appropriate type related to your issue but
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**do not select** the option *An issue related to my upgrade*.
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.. note::
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@ -284,8 +282,8 @@ Support:
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:alt: "Detailed Description" field in the support form on Odoo
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.. warning::
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If you choose another *Ticket Description* type, the request will be redirected to another
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team than the upgrade one and will slow down the processing and response time.
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If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
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to another team than the support one and will slow down the processing and response time.
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.. _db-upgrade/faq:
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@ -32,17 +32,14 @@ We advise that:
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cause side-effects if they are started more often than expected.
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Can you install ``pycups`` or some similar library linked to ``CUPS`` ?
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-----------------------------------------------------------------------
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Can you install `pycups <https://pypi.org/project/pycups/>`_ or some similar library linked to `CUPS <https://www.cups.org/>`_ ?
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--------------------------------------------------------------------------------------------------------------------------------
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Several community apps for Odoo list ``pycups`` as required dependency.
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- `pycups <https://pypi.org/project/pycups/>`_ is a set of Python bindings for the libcups library.
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They are meant to integrate your computer with a local printing server.
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- `CUPS <https://www.cups.org/>`_ is a printing server meant to be used for printers on the same
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local network as the Odoo server.
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- ``pycups`` is a set of Python bindings for the libcups library. They are meant to integrate your computer with a local printing server.
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- CUPS is a printing server meant to be used for printers on the same local network as the Odoo server.
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We consider adding new system packages as long as they are indeed used.
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Regarding ``pycups``, you won't be able to configure a printer in the local network of your Odoo.sh
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server.
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Regarding ``pycups``, you won't be able to configure a printer in the local network of your Odoo.sh server.
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@ -10,7 +10,7 @@ Download and Upload your database
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=================================
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Download a dump of your database (from the :ref:`Builds view <odoosh-gettingstarted-builds-download-dump>`), choose the
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exact copy and without filestore options. Upload the .sql.gz dump on https://upgrade.odoo.com/database/upload and
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exact copy and without filestore options. Upload the .sql.gz dump on https://upgrade.odoo.com/upload and
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select the Testing Purpose. If you have custom code, you can choose to have it upgraded by us, or do it yourself. Once
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it's processed, you'll get a dump of the database in return.
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#. **How does the GDPR regulation affect this service?**
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Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__.
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#. **Can I use my own SMS provider?**
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Yes, but it is not possible out of the box. Our experts can help you customize your database
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to make it happen. Please, check our success packs `here <https://www.odoo.com/pricing-packs>`_.
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