[ADD] Lunch: manage accounts
closes odoo/documentation#8739
X-original-commit: 36a0e84a17
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: jero-odoo <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
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=====
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Lunch
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=====
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@ -308,3 +310,11 @@ lunch alert form loads. Enter the following information on the form:
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:align: center
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:alt: An alert form with al the information filled out for a chat alert sent at 10:30 AM, asking
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employees to submit orders by 11:30 AM.
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.. seealso::
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- :doc:`lunch/user-accounts`
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.. toctree::
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:titlesonly:
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lunch/user-accounts
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content/applications/hr/lunch/user-accounts.rst
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content/applications/hr/lunch/user-accounts.rst
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====================
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Manage user accounts
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====================
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In Odoo's *Lunch* application, users pay for products directly from their *Lunch* app account. For
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funds to appear in their account, a *Lunch* app manager **must** transfer funds into each user's
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account.
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.. important::
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To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights
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set for the *Lunch* application. This is verified by navigating to :menuselection:`Settings app
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--> → Manage Users`. Then, click on a user to view their various settings and access rights.
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For more information, refer to the
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:doc:`Access rights <../../general/users/access_rights/>` documentation.
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The *Lunch* application does **not** directly interface in any way with software or products linked
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to any monetary accounts or billing. Money **cannot** be transferred from users' bank accounts, nor
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can users' credit cards be charged.
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Odoo's *Lunch* application **only** allows for manual entries of cash exchanges that are handled by
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the *Lunch* app manager. It is up to each individual company to create the method with which lunch
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accounts are replenished.
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.. example::
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Some examples of how money can be organized and transferred within a company:
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- Cash is handed to the *Lunch* app manager, who then updates the user's account.
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- Money is automatically deducted from the user's paychecks, then the *Lunch* app manager updates
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the account when paychecks are issued. This requires :ref:`adding a salary attachment
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<payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app.
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- Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
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can purchase tickets from a *Lunch* app manager, who then updates the user's account.
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.. _lunch/cash-moves:
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Cash Moves
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==========
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To add funds to user accounts, each cash move must be individually logged. To view all cash move
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records, or create a new cash move, navigate to :menuselection:`Lunch app --> Manager --> Cash
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Moves`. Doing so reveals the :guilabel:`Cash Moves` dashboard.
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On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a default list view,
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displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
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:guilabel:`Amount`. The total of all the cash moves is displayed at the bottom of the
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:guilabel:`Amount` column.
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.. image:: user-accounts/cash.png
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:align: center
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:alt: The list view of all cash moves.
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Add funds
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---------
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To add funds to a lunch account, click the :guilabel:`New` button, located in the top-left corner of
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the :guilabel:`Cash Moves` dashboard.
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A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form:
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- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If
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the user is not in the database, they can be created by typing their name in the :guilabel:`User`
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field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create
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the user and edit the :guilabel:`Create User` form.
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- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred.
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- :guilabel:`Amount`: enter the amount being added to the lunch account.
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- :guilabel:`Description`: enter a brief description of the transaction.
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.. image:: user-accounts/cash-move-form.png
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:align: center
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:alt: The cash move form filled out for a transaction of $40.00.
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Control Accounts
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================
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An overview of every transaction in the *Lunch* app, including all cash deposits and purchases, can
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be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to
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:menuselection:`Lunch app --> Manager --> Control Accounts.`
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All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
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name. At the end of the user's name, a number appears. This indicates the number of individual
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records logged for that user.
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The default view is to have all individual transactions hidden. To view all transactions for a user,
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click the :guilabel:`▶ (triangle)` icon to the left of the desired name to expand that specific
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group.
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Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
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:guilabel:`Amount`.
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.. image:: user-accounts/control-accounts.png
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:align: center
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:alt: The Control Accounts dashboard with two employee's transactions expanded.
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.. important::
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This list only displays the various transactions within the *Lunch* app, and does **not** allow
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modifications to be made to any records listed.
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Cash moves can be modified, but **only** from the :ref:`Cash Moves <lunch/cash-moves>`
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dashboard, not from the :guilabel:`Control Accounts` dashboard.
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It is **not** possible to modify any product-related records.
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@ -100,6 +100,8 @@ Fill out the following information on the payslip form:
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If modifications to auto-populated fields are made, it is recommended to check with the
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accounting department to ensure every entry that affects the *Accounting* application is correct.
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.. _payroll/worked-days-inputs:
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Worked days & inputs tab
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************************
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