diff --git a/accounting/overview/main_concepts.rst b/accounting/overview/main_concepts.rst index 0dda677d1..e889ac38e 100644 --- a/accounting/overview/main_concepts.rst +++ b/accounting/overview/main_concepts.rst @@ -5,6 +5,5 @@ Main Concepts .. toctree:: :titlesonly: - main_concepts/intro main_concepts/in_odoo main_concepts/memento diff --git a/accounting/overview/main_concepts/intro.rst b/accounting/overview/main_concepts/intro.rst deleted file mode 100644 index ebbfea48a..000000000 --- a/accounting/overview/main_concepts/intro.rst +++ /dev/null @@ -1,41 +0,0 @@ -=============================== -Introduction to Odoo Accounting -=============================== - -.. youtube:: 6XgKPjgyoec - :align: right - :width: 700 - :height: 394 - -Transcript -========== - -Odoo is beautiful accounting software designed for the needs of the 21st century. - -Odoo connects directly to your bank or paypal account. Transactions are synchronized -every hour and reconciliation is blazing fast. It's like magic. - -Instantly create invoices and send them with just a click. No need to print them. - -Odoo can send them for you by email or regular mail. - -Your customers pay online, meaning you get your money right away. - -Odoo accounting is connected with all Odoo our apps such as sale, purchase, -inventory and subscriptions. - -This way, recording vendor bills is also super quick. Set a vendor, select the purchase -order and Odoo fills in everything for you automatically. - -Then, just use the SEPA protocol or print checks to pay vendors -in batches. - -It's that easy with Odoo. - -Wait, there is more. You will love the Odoo reports. From legal statements to -executive summaries, they are fast and dynamic. Use Odoo's business intelligence feature to navigate -through all your companies data. - -Of course, Odoo is mobile too. You can use it to check your accounts on the go. - -Try Odoo now, and join 2 million happy users. diff --git a/accounting/receivables/customer_invoices/cash_rounding.rst b/accounting/receivables/customer_invoices/cash_rounding.rst index 30db12e90..52a444073 100644 --- a/accounting/receivables/customer_invoices/cash_rounding.rst +++ b/accounting/receivables/customer_invoices/cash_rounding.rst @@ -1,52 +1,37 @@ -Set up cash roundings -===================== +============= +Cash Rounding +============= +**Cash rounding** is required when the lowest physical denomination +of currency, or the smallest coin, is higher than the minimum unit +of account. -In some currencies, the smallest coins do not exist. For example, in -Switzerland, there is no coin for 0.01 CHF. For this reason, if invoices -are paid in cash, you have to round their total amount to the smallest -coin that exist in the currency. For the CHF, the smallest coin is 0.05 -CHF. +For example, some countries require their companies to round up or +down the total amount of an invoice to the nearest five cents, when +the payment is made in cash. -There are two strategies for the rounding: - -1. Add a line on the invoice for the rounding - -2. Add the rounding in the tax amount - -Both strategies are applicable in Odoo. - -Configuration --------------- - -First, you have to activate the feature. For this, go in -:menuselection:`Accounting --> Configuration --> Settings` -and activate the Cash Rounding. +Configuration +============= +Go to :menuselection:`Accounting --> Configuration --> Settings` +and enable *Cash Rounding*, then click on *Save*. .. image:: media/cash_rounding01.png :align: center -There is a new menu to manage cash roundings in -:menuselection:`Accounting --> Configuration --> Management --> Cash roundings`. +Go to :menuselection:`Accounting --> Configuration --> Cash Roundings`, +and click on *Create*. -Now, you can create cash roundings. You can choose between two rounding -strategies: +Define here your *Rounding Precision*, *Rounding Strategy*, and +*Rounding Method*. -1. **Add a rounding line**: if a rounding is necessary, Odoo will add a - line on your customer invoice to take this rounding into - account. You also have to define the account in which the - rounding will go. +Odoo supports two **rounding strategies**: -2. **Modify tax amount:** Odoo will add the rounding to the amount of - the highest tax. - -.. image:: media/cash_rounding02.png - :align: center +1. **Add a rounding line**: a *rounding* line is added on the invoice. + You have to define which account records the cash roundings. + +2. **Modify tax amount**: the rounding is applied in the taxes section. Apply roundings ---------------- - -Once your roundings are created, you can apply them on customer -invoices. On the customer invoices, there is a new field called **Cash -Rounding Method** where you can simply choose one of the rounding methods -created previously. If needed, a rounding will be applied to the -invoice. +=============== +When editing a draft invoice, open the *Other Info* tab, go to the +*Accounting Information* section, and select the appropriate *Cash +Rounding Method*. diff --git a/accounting/receivables/customer_invoices/media/cash_rounding01.png b/accounting/receivables/customer_invoices/media/cash_rounding01.png index e44fd6dc0..a286bef4a 100644 Binary files a/accounting/receivables/customer_invoices/media/cash_rounding01.png and b/accounting/receivables/customer_invoices/media/cash_rounding01.png differ diff --git a/accounting/receivables/customer_invoices/media/cash_rounding02.png b/accounting/receivables/customer_invoices/media/cash_rounding02.png deleted file mode 100644 index 4650d974e..000000000 Binary files a/accounting/receivables/customer_invoices/media/cash_rounding02.png and /dev/null differ