[IMP] l10n: Codabox for Belgium

Add Codabox Belgium documentation following the introduction of the
module introduced in https://github.com/odoo/enterprise/pull/47607

task-id 3592955

closes odoo/documentation#7405

X-original-commit: 4895a3b55c
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
This commit is contained in:
Ricardo Gomes Rodrigues 2024-01-16 12:45:52 +01:00
parent 6ec9eb1fcc
commit 999c8db465
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@ -242,6 +242,206 @@ journal.
.. _belgium/einvoicing:
CodaBox
-------
**CodaBox** is a service that allows Belgian accounting firms accessing their clients' bank
information and statements. Odoo provides a way to import such statements automatically.
.. note::
As an accounting firm, you must manage your clients on separate databases and configure them
individually to avoid mixing up their data.
Configuration
~~~~~~~~~~~~~
The configuration must be done on each client database. In the following
instructions, we will refer to your client's company as *Company* and to your
accounting firm as *Accounting Firm*.
You must first :ref:`Install <general/install>` :guilabel:`CodaBox` to start.
.. important::
Make sure the company settings are correctly configured, i.e., the country is set to
:guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled,
as well as the :guilabel:`Tax ID` of the accounting firm (unless it is the same as the
company's :guilabel:`Tax ID`).
Configure the Journals
**********************
.. tabs::
.. tab:: For CODA files
#. :doc:`Create a new bank journal <../accounting/bank>`.
#. Set the right IBAN in the :guilabel:`Account Number` field.
#. Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`.
.. image:: belgium/codabox_configuration_coda_journal.png
:align: center
:alt: Configuration of a CODA journal.
.. tab:: For SODA files
#. Create a new miscellaneous journal.
#. Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`.
#. Select the journal you just created in the SODA journal field.
.. image:: belgium/codabox_configuration_soda_setting.png
:align: center
:alt: Configuration of a SODA journal.
.. _belgium/codabox-configuration-connection:
Configure the Connection
************************
First, you must select which users can access the **CodaBox** connection settings. To do so, go to
:menuselection:`Settings --> Users & Companies --> Groups`, and search for the group
:guilabel:`Allow to show and modify the CodaBox Connection Settings`. Add the users you want
to this group. By default, only the :guilabel:`Administrator` is part of this group.
Then, to configure the connection itself, go to
:menuselection:`Accounting --> Configuration --> Accounting: CodaBox`.
The procedure differs depending on whether **CodaBox** is
being setup for a first client or an additional one.
.. tabs::
.. tab:: First connection
#. Click on :guilabel:`Connect`, where you are redirected to
the **CodaBox** platform, here validate the connection.
#. Once redirected back to Odoo, the :guilabel:`Status` should be set to
:guilabel:`Connected` and a new field :guilabel:`Access Token` should appear
with a unique value generated by Odoo.
.. image:: belgium/codabox_configuration_connection_ok.png
:align: center
:alt: Configured connection.
.. note::
This Odoo :guilabel:`Access Token` will be used to create new connections
for other clients without having to validate the connection again.
.. tab:: Following connection
#. Copy the :guilabel:`Access Token` from a previous connection.
#. Click on :guilabel:`Connect`.
The **CodaBox** connection linked to the :guilabel:`Access Token` should still exist,
therefore there is no need to validate the connection again. A new and different
:guilabel:`Access Token` is generated by Odoo, and the :guilabel:`Status` should be set to
:guilabel:`Connected`.
.. note::
By having a different :guilabel:`Access Token` for each client, you can
easily revoke the access of a client to your CodaBox account without
affecting the other clients. One client cannot interfere with another.
Synchronisation
~~~~~~~~~~~~~~~
Once the connection is established, Odoo can be synchronized with CodaBox.
.. tabs::
.. tab:: For CODA files
CODA files are automatically imported from CodaBox every 12 hours. You do
not have to do anything. However, if you wish, it can also be done manually,
by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard.
.. image:: belgium/codabox_dashboard_coda.png
:align: center
:alt: Manually fetch CODA's.
.. tab:: For SODA files
SODA files are automatically imported from CodaBox once a day as draft. You do
not have to do anything. However, if you wish, it can also be done manually,
by clicking on :guilabel:`Fetch SODA's` in the Accounting Dashboard.
By default, if an account in the SODA is not mapped to an account in Odoo, the Suspense
Account (499000) is used and a note is left in the created journal entry.
.. image:: belgium/codabox_dashboard_soda.png
:align: center
:alt: Manually fetch SODA's.
.. note::
You can access the mapping between the SODA accounts and the Odoo accounts by clicking
on the :guilabel:`SODA Mapping` button in
:menuselection:`Accounting --> Configuration --> Accounting: CodaBox`.
.. note::
The connection between Odoo and CodaBox can be revoked by using the
:guilabel:`Revoke` button in the CodaBox settings, which will revoke
the link on Odoo's side only.
If you have multiple connections, you will still be able to use the
Access Token of one of them to easily reconnect Odoo and CodaBox for
another client.
However, if you have only one (remaining) connection, you will not be able
to use its Access Token to create new connections. In that case, you will
have to revoke the connection from the CodaBox platform too,
and then recreate a new one following the steps in the
:ref:`first connection <belgium/codabox-configuration-connection>` section.
Potential issues
~~~~~~~~~~~~~~~~
CodaBox is not configured. Please check your configuration.
Either the Company VAT of the Accounting Firm VAT is not set.
It seems that the fiduciary VAT number you provided is not valid. Please check your configuration.
Either the Company VAT of the Accounting Firm VAT is in the wrong format.
It seems that the fiduciary VAT number you provided does not exist in CodaBox. Please check your configuration.
The Accounting Firm VAT number you provided is not registered in CodaBox.
Error while connecting to the IAP server. Please contact Odoo support.
It seems that Odoo's IAP server is down or unreachable. Please contact
Odoo support.
It seems that your CodaBox connection is not valid anymore. Please check your configuration.
It seems that you have either revoked the access of Odoo to your CodaBox account, or that
you have not completed the configuration process. In this case, you must click on the
:guilabel:`Revoke connection` button in the settings, and follow again the steps in
the :ref:`first connection <belgium/codabox-configuration-connection>` section.
A previous CodaBox registration already exists. Paste the access token from a previous connection here. Odoo will generate a new one, exclusive to this database.
It seems that you have already your Accounting Firm with Odoo, but that the Access Token
is either not filled or wrong. You should follow the steps in the
:ref:`following connection <belgium/codabox-configuration-connection>` tab section.
If you have lost your Access Token, you have to go on the CodaBox platform,
and revoke the access of Odoo to your CodaBox account. Then, you will have to follow
the steps in the :ref:`first connection <belgium/codabox-configuration-connection>` section.
The provided access token is not valid for this fiduciary. Please check your configuration. If you have lost your access token, please contact Odoo support.
Same as above.
It seems that no connection linked to your database/VAT number exists. Please check your configuration.
You may obtain this error when revoking or trying to fetch files from CodaBox if
the pair (Accounting Firm VAT, Company VAT) is not registered yet. This may happen if
you have changed the company VAT after the connection was established for instance.
For security reasons, you have to recreate a connection for this company VAT by following the
steps in the :ref:`first connection <belgium/codabox-configuration-connection>` section.
No files were found. Please check your configuration.
This may occur if the company VAT has changed after the connection was established.
In that case, you must click on the :guilabel:`Revoke connection` button in the settings,
and recreate the connection.
It seems you have already created a connection to CodaBox with this fiduciary. To create a new connection, you must first revoke the old one on myCodaBox portal.
You must go on the CodaBox platform, and revoke the access of Odoo to your CodaBox account.
Then, you will have to follow the steps in the
:ref:`first connection <belgium/codabox-configuration-connection>` section.
Electronic invoicing
====================

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