diff --git a/content/applications/hr/lunch.rst b/content/applications/hr/lunch.rst index 12a6e2be1..a502e69d1 100644 --- a/content/applications/hr/lunch.rst +++ b/content/applications/hr/lunch.rst @@ -1,3 +1,5 @@ +:show-content: + ===== Lunch ===== @@ -308,3 +310,11 @@ lunch alert form loads. Enter the following information on the form: :align: center :alt: An alert form with al the information filled out for a chat alert sent at 10:30 AM, asking employees to submit orders by 11:30 AM. + +.. seealso:: + - :doc:`lunch/user-accounts` + +.. toctree:: + :titlesonly: + + lunch/user-accounts diff --git a/content/applications/hr/lunch/user-accounts.rst b/content/applications/hr/lunch/user-accounts.rst new file mode 100644 index 000000000..fb8324b53 --- /dev/null +++ b/content/applications/hr/lunch/user-accounts.rst @@ -0,0 +1,103 @@ +==================== +Manage user accounts +==================== + +In Odoo's *Lunch* application, users pay for products directly from their *Lunch* app account. For +funds to appear in their account, a *Lunch* app manager **must** transfer funds into each user's +account. + +.. important:: + To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights + set for the *Lunch* application. This is verified by navigating to :menuselection:`Settings app + --> → Manage Users`. Then, click on a user to view their various settings and access rights. + + For more information, refer to the + :doc:`Access rights <../../general/users/access_rights/>` documentation. + +The *Lunch* application does **not** directly interface in any way with software or products linked +to any monetary accounts or billing. Money **cannot** be transferred from users' bank accounts, nor +can users' credit cards be charged. + +Odoo's *Lunch* application **only** allows for manual entries of cash exchanges that are handled by +the *Lunch* app manager. It is up to each individual company to create the method with which lunch +accounts are replenished. + +.. example:: + Some examples of how money can be organized and transferred within a company: + + - Cash is handed to the *Lunch* app manager, who then updates the user's account. + - Money is automatically deducted from the user's paychecks, then the *Lunch* app manager updates + the account when paychecks are issued. This requires :ref:`adding a salary attachment + ` for the user's payslip in the *Payroll* app. + - Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users + can purchase tickets from a *Lunch* app manager, who then updates the user's account. + +.. _lunch/cash-moves: + +Cash Moves +========== + +To add funds to user accounts, each cash move must be individually logged. To view all cash move +records, or create a new cash move, navigate to :menuselection:`Lunch app --> Manager --> Cash +Moves`. Doing so reveals the :guilabel:`Cash Moves` dashboard. + +On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a default list view, +displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and +:guilabel:`Amount`. The total of all the cash moves is displayed at the bottom of the +:guilabel:`Amount` column. + +.. image:: user-accounts/cash.png + :align: center + :alt: The list view of all cash moves. + +Add funds +--------- + +To add funds to a lunch account, click the :guilabel:`New` button, located in the top-left corner of +the :guilabel:`Cash Moves` dashboard. + +A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form: + +- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If + the user is not in the database, they can be created by typing their name in the :guilabel:`User` + field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create + the user and edit the :guilabel:`Create User` form. +- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred. +- :guilabel:`Amount`: enter the amount being added to the lunch account. +- :guilabel:`Description`: enter a brief description of the transaction. + +.. image:: user-accounts/cash-move-form.png + :align: center + :alt: The cash move form filled out for a transaction of $40.00. + + +Control Accounts +================ + +An overview of every transaction in the *Lunch* app, including all cash deposits and purchases, can +be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to +:menuselection:`Lunch app --> Manager --> Control Accounts.` + +All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first +name. At the end of the user's name, a number appears. This indicates the number of individual +records logged for that user. + +The default view is to have all individual transactions hidden. To view all transactions for a user, +click the :guilabel:`▶ (triangle)` icon to the left of the desired name to expand that specific +group. + +Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and +:guilabel:`Amount`. + +.. image:: user-accounts/control-accounts.png + :align: center + :alt: The Control Accounts dashboard with two employee's transactions expanded. + +.. important:: + This list only displays the various transactions within the *Lunch* app, and does **not** allow + modifications to be made to any records listed. + + Cash moves can be modified, but **only** from the :ref:`Cash Moves ` + dashboard, not from the :guilabel:`Control Accounts` dashboard. + + It is **not** possible to modify any product-related records. diff --git a/content/applications/hr/lunch/user-accounts/cash-move-form.png b/content/applications/hr/lunch/user-accounts/cash-move-form.png new file mode 100644 index 000000000..9734c1e13 Binary files /dev/null and b/content/applications/hr/lunch/user-accounts/cash-move-form.png differ diff --git a/content/applications/hr/lunch/user-accounts/cash.png b/content/applications/hr/lunch/user-accounts/cash.png new file mode 100644 index 000000000..6034b1fd1 Binary files /dev/null and b/content/applications/hr/lunch/user-accounts/cash.png differ diff --git a/content/applications/hr/lunch/user-accounts/control-accounts.png b/content/applications/hr/lunch/user-accounts/control-accounts.png new file mode 100644 index 000000000..662f15d52 Binary files /dev/null and b/content/applications/hr/lunch/user-accounts/control-accounts.png differ diff --git a/content/applications/hr/payroll/payslips.rst b/content/applications/hr/payroll/payslips.rst index 3a4a6e582..182ecc921 100644 --- a/content/applications/hr/payroll/payslips.rst +++ b/content/applications/hr/payroll/payslips.rst @@ -100,6 +100,8 @@ Fill out the following information on the payslip form: If modifications to auto-populated fields are made, it is recommended to check with the accounting department to ensure every entry that affects the *Accounting* application is correct. +.. _payroll/worked-days-inputs: + Worked days & inputs tab ************************