From c68cc154ed0ca83ee0c802db7c2fd74df1d52694 Mon Sep 17 00:00:00 2001 From: "Jonathan Castillo (jcs)" Date: Fri, 12 May 2023 10:52:05 +0000 Subject: [PATCH] [MOV] accounting: restructuration of the accounting documentation This commit improves the structure of the accounting documentation by - reducing the levels necessary to reach the information - grouping some docs - moving content to their parent category page (content in all levels) - renaming some sections to reflect the structure of the app better task-3330093 closes odoo/documentation#4478 X-original-commit: 14afa1a1a28fb7bdc515e222a331201a0014b216 Signed-off-by: Castillo Jonathan (jcs) --- content/applications/finance/accounting.rst | 188 +++++++++++++++++- .../applications/finance/accounting/bank.rst | 188 +++++++++++++++++- .../bank-account-number.png | Bin .../bank-journal-config.png | Bin .../bank/{setup/bank_accounts => }/card.png | Bin ...ge_cash_register.rst => cash_register.rst} | 12 +- .../journal.png | Bin 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--git a/content/applications/finance/accounting.rst b/content/applications/finance/accounting.rst index 40c2691c1..037f492fc 100644 --- a/content/applications/finance/accounting.rst +++ b/content/applications/finance/accounting.rst @@ -1,7 +1,4 @@ -:nosearch: :show-content: -:hide-page-toc: -:show-toc: ======================== Accounting and Invoicing @@ -15,17 +12,188 @@ development with features such as AI-powered invoice recognition, synchronizatio accounts, smart matching suggestions, etc. .. seealso:: - - `Odoo Tutorials: Accounting `_ - - :doc:`Accounting Cheat Sheet ` + `Odoo Tutorials: Accounting `_ +.. cards:: + + .. card:: Get started + :target: accounting/get_started + :large: + + Basic concepts of accounting and initial setup of your accounting + + .. card:: Taxes + :target: accounting/taxes + + Taxes, fiscal positions, and integrations + + .. card:: Customer invoices + :target: accounting/customer_invoices + + Customer invoices, payment terms, and electronic invoicing + + .. card:: Vendor bills + :target: accounting/vendor_bills + + Vendor bills, assets, and invoice digitization (OCR) + + .. card:: Payments + :target: accounting/payments + + Invoices and bills payments (online, checks, batches) and follow-up on invoices + + .. card:: Bank and cash accounts + :target: accounting/bank + + Bank synchronization, reconciliation, and cash registers + + .. card:: Reporting + :target: accounting/reporting + + Reporting, declarations, and analytic accounting + +Double-entry bookkeeping +======================== + +Odoo automatically creates all the behind-the-scenes journal entries +for each of your accounting transactions: customer invoices, point of +sale order, expenses, inventory moves, etc. + +Odoo uses the rules of double-entry bookkeeping system: all journal +entries are automatically balanced (sum of debits = sum of credits). + +.. seealso:: + - :doc:`Understand Odoo's accounting transactions per document + ` + +Accrual and Cash Basis Methods +============================== + +Odoo supports both accrual and cash basis reporting. This allows you to +report income / expense at the time transactions occur (i.e., accrual basis), or when +payment is made or received (i.e., cash basis). + +Multi-companies +=============== + +Odoo allows one to manage several companies within the same database. Each +company has its own chart of accounts and rules. You can get +consolidation reports following your consolidation rules. + +Users can access several companies but always work in one company at a +time. + +Multi-currencies +================ + +Every transaction is recorded in the default currency of the +company. For transactions occurring in another currency, Odoo stores +both the value in the currency of the company and the value in the +currency of the transaction. Odoo can generate currencies gains and +losses after the reconciliation of the journal items. + +Currency rates are updated once a day using a yahoo.com online +web-service. + +International Standards +======================= + +Odoo accounting supports more than 50 countries. The Odoo core +accounting implements accounting standards that are common to all +countries. Specific modules exist per country for the +specificities of the country like the chart of accounts, taxes, or +bank interfaces. + +In particular, Odoo's core accounting engine supports: + +* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking + countries including Ireland, Canada, Australia, and New Zealand) + where costs of good sold are reported when products are + sold/delivered. +* European accounting where expenses are accounted at the supplier + bill. + +Odoo has modules to comply with IFRS rules. + +Accounts Receivable and Payable +=============================== + +By default, Odoo uses a single account for all account +receivable entries and one for all accounts payable entries. You can +create separate accounts per customers/suppliers, but you don't need +to. + +As transactions are associated to customers or suppliers, you get +reports to perform analysis per customer/supplier such as the customer +statement, revenues per customers, aged receivable/payables, ... + +Wide range of financial reports +=============================== + +In Odoo, you can generate financial reports in real time. Odoo's +reports range from basic accounting reports to advanced management +reports. Odoo's reports include: + +* Performance reports (such as Profit and Loss, Budget Variance) +* Position reports (such as Balance Sheet, Aged Payables, Aged + Receivables) +* Cash reports (such as Bank Summary) +* Detail reports (such as Trial Balance and General Ledger) +* Management reports (such as Budgets, Executive Summary) + +Odoo's report engine allows you to customize your own report based on +your own formulae. + +Import bank feeds automatically +=============================== + +Bank reconciliation is a process that matches your bank statement +lines, as supplied by the bank, to your accounting transactions in the +general ledger. Odoo makes bank reconciliation easy by frequently +importing bank statement lines from your bank directly into your Odoo +account. This means you can have a daily view of your cashflow without +having to log into your online banking or wait for your paper bank +statements. + +Odoo speeds up bank reconciliation by matching most of your imported +bank statement lines to your accounting transactions. Odoo also +remembers how you've treated other bank statement lines and provides +suggested general ledger transactions. + +Calculate the tax you owe your tax authority +============================================ + +Odoo totals all your accounting transactions for your tax period and +uses these totals to calculate your tax obligation. You can then check +your sales tax by running Odoo's Tax Report. + +Inventory Valuation +=================== + +Odoo support both periodic (manual) and perpetual (automated) +inventory valuations. The available methods are standard price, +average price, LIFO (for countries allowing it) and FIFO. + +.. seealso:: + - :doc:`View impact of the valuation method on your transactions + ` + +Easy retained earnings +====================== + +Retained earnings are the portion of income retained by your +business. Odoo automatically calculates your current year earnings in +real time so no year-end journal or rollover is required. This is +calculated by reporting the profit and loss balance to your balance +sheet report automatically. .. toctree:: :titlesonly: - accounting/getting_started - accounting/receivables - accounting/payables + accounting/get_started + accounting/taxes + accounting/customer_invoices + accounting/vendor_bills + accounting/payments accounting/bank - accounting/taxation accounting/reporting - accounting/others diff --git a/content/applications/finance/accounting/bank.rst b/content/applications/finance/accounting/bank.rst index e46941a29..fbee284dd 100644 --- a/content/applications/finance/accounting/bank.rst +++ b/content/applications/finance/accounting/bank.rst @@ -1,14 +1,192 @@ -:nosearch: +:show-content: +====================== +Bank and cash accounts +====================== + +You can manage as many bank or cash accounts as needed on your database. Configuring them well +allows you to have all your banking data up-to-date and ready for :doc:`reconciliation +` with your journal entries. + +In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated +account. Both the journal and the account are automatically created and configured whenever you add +a bank account. + +.. note:: + Cash journals and accounts must be configured manually. + +Bank journals are displayed by default on the :guilabel:`Accounting Dashboard` in the form of cards +which include action buttons. + +.. image:: bank/card.png + :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons + +.. _bank_accounts/manage: + +Manage your bank and cash accounts +================================== + +Connect your bank for automatic synchronization +----------------------------------------------- + +To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration +--> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and +follow the instructions. + +.. seealso:: + :doc:`bank/bank_synchronization` + +Create a bank account +--------------------- + +If your banking institution is not available in Odoo, or if you don't want to connect your bank +account to your database, you can configure your bank account manually. + +To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks: +Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form. + +.. note:: + - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features + accordingly. + - A default bank journal is available and can be used to configure your bank account by going to + :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and + edit the different fields to match your bank account information. + +Create a cash journal +--------------------- + +To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting: +Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field. + +For more information on the accounting information fields, read the +:ref:`bank_accounts/configuration` section of this page. + +.. note:: + A default cash journal is available and can be used straight away. You can review it by going to + :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`. + +Edit an existing bank or cash journal +------------------------------------- + +To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting: +Journals` and select the journal you want to modify. + +.. _bank_accounts/configuration: + +Configuration ============= -Bank and cash -============= + +You can edit the accounting information and bank account number according to your needs. + +.. image:: bank/bank-journal-config.png + :alt: Manually configure your bank information + +.. seealso:: + - :doc:`get_started/multi_currency` + - :doc:`bank/transactions` + +Suspense account +---------------- + +Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final +reconciliation allows finding the right account. + +Profit and loss accounts +------------------------ + +The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash +register differs from what the system computes, while the :guilabel:`Loss Account` is used to +register a loss when the ending balance of a cash register differs from what the system computes. + +Currency +-------- + +You can edit the currency used to enter the statements. + +.. seealso:: + :doc:`get_started/multi_currency` + +Account number +-------------- + +If you need to **edit your bank account details**, click on the external link arrow next to your +:guilabel:`Account Number`. On the new page, click on the external link arrow next to your +:guilabel:`Bank` and update your bank information accordingly. These details are used when +registering payments. + +.. image:: bank/bank-account-number.png + :alt: Edit your bank information + +Bank feeds +---------- + +:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available: + +- :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will + synchronize your bank account with your database or not. +- :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import + your bank statement using a different format. +- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized + with your database. + +.. seealso:: + - :doc:`bank/bank_synchronization` + - :doc:`bank/transactions` + +.. _bank/outstanding-accounts: + +Outstanding accounts +==================== + +By default, payments are registered through transitory accounts named **outstanding accounts**, +before being recorded in your bank account. + +- An **outstanding payments account** is where outgoing payments are posted until they are linked + with a withdrawal from your bank statement. +- An **outstanding receipts account** is where incoming payments are posted until they are linked + with a deposit from your bank statement. + +These accounts should be of :ref:`type ` :guilabel:`Current Assets`. + +.. note:: + The movement from an outstanding account to a bank account is done automatically when you + reconcile the bank account with a bank statement. + +Default accounts configuration +------------------------------ + +The outstanding accounts are defined by default. If necessary, you can update them by going to +:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your +:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`. + +Bank and cash journals configuration +------------------------------------ + +You can also set specific outstanding accounts for any journal with the :ref:`type +` :guilabel:`Bank` or :guilabel:`Cash`. + +From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to +configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing +Payments` tab. To display the outstanding accounts column, click on the toggle button and check the +:guilabel:`Outstanding Receipts/Payments accounts`, then update the account. + +.. image:: bank/toggle-button.png + :align: center + :alt: Select the toggle button and click on outstanding Accounts + +.. note:: + - If you do not specify an outstanding payments account or an outstanding receipts account for a + specific journal, Odoo uses the default outstanding accounts. + - If your main bank account is added as an outstanding receipts account or outstanding payments + account, when a payment is registered, the invoice or bill's status is directly set to + :guilabel:`Paid`. .. toctree:: :titlesonly: - bank/setup bank/bank_synchronization bank/transactions bank/reconciliation - bank/interbank + bank/reconciliation_models + bank/foreign_currency + bank/cash_register diff --git a/content/applications/finance/accounting/bank/setup/bank_accounts/bank-account-number.png b/content/applications/finance/accounting/bank/bank-account-number.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/bank_accounts/bank-account-number.png rename to content/applications/finance/accounting/bank/bank-account-number.png diff --git a/content/applications/finance/accounting/bank/setup/bank_accounts/bank-journal-config.png b/content/applications/finance/accounting/bank/bank-journal-config.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/bank_accounts/bank-journal-config.png rename to content/applications/finance/accounting/bank/bank-journal-config.png diff --git a/content/applications/finance/accounting/bank/setup/bank_accounts/card.png b/content/applications/finance/accounting/bank/card.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/bank_accounts/card.png rename to content/applications/finance/accounting/bank/card.png diff --git a/content/applications/finance/accounting/bank/setup/manage_cash_register.rst b/content/applications/finance/accounting/bank/cash_register.rst similarity index 86% rename from content/applications/finance/accounting/bank/setup/manage_cash_register.rst rename to content/applications/finance/accounting/bank/cash_register.rst index 365ad2b13..8f73141c2 100644 --- a/content/applications/finance/accounting/bank/setup/manage_cash_register.rst +++ b/content/applications/finance/accounting/bank/cash_register.rst @@ -1,6 +1,6 @@ -====================== -Manage a cash register -====================== +============= +Cash register +============= The cash register is a journal to register receivings and payments transactions. It calculates the total money in and out, computing the total balance. @@ -8,7 +8,7 @@ It calculates the total money in and out, computing the total balance. Configuration ============= -.. image:: manage_cash_register/journal.png +.. image:: cash_register/journal.png :align: center 1. Configure the Cash journal in :menuselection:`Accounting --> Configuration --> @@ -40,7 +40,7 @@ Put money in is used to placed your cash manually before starting your transactions. From the Register Transactions window, go to :menuselection:`More --> Put money in` -.. image:: manage_cash_register/put-money-in.png +.. image:: cash_register/put-money-in.png :align: center Take money out @@ -50,7 +50,7 @@ Take money out is used to collect/get yor your cash manually after ending all your transactions. From the Register Transaction windows, go to :menuselection:`More --> Take money out` -.. image:: manage_cash_register/put-money-out.png +.. image:: cash_register/put-money-out.png :align: center The transactions will be added to the current cash payment registration. diff --git a/content/applications/finance/accounting/bank/setup/manage_cash_register/journal.png b/content/applications/finance/accounting/bank/cash_register/journal.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/manage_cash_register/journal.png rename to content/applications/finance/accounting/bank/cash_register/journal.png diff --git a/content/applications/finance/accounting/bank/setup/manage_cash_register/put-money-in.png b/content/applications/finance/accounting/bank/cash_register/put-money-in.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/manage_cash_register/put-money-in.png rename to content/applications/finance/accounting/bank/cash_register/put-money-in.png diff --git a/content/applications/finance/accounting/bank/setup/manage_cash_register/put-money-out.png b/content/applications/finance/accounting/bank/cash_register/put-money-out.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/manage_cash_register/put-money-out.png rename to content/applications/finance/accounting/bank/cash_register/put-money-out.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency.rst b/content/applications/finance/accounting/bank/foreign_currency.rst similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency.rst rename to content/applications/finance/accounting/bank/foreign_currency.rst diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-adjustment.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-adjustment.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-adjustment.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-adjustment.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-bill-currency.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-bill-currency.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-bill-currency.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-bill-currency.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-exchange-rates.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-exchange-rates.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-exchange-rates.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-exchange-rates.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-gains-losses.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-gains-losses.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-gains-losses.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-gains-losses.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-journal.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-journal.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-journal.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-journal.png diff --git a/content/applications/finance/accounting/bank/setup/foreign_currency/foreign-reset-rates.png b/content/applications/finance/accounting/bank/foreign_currency/foreign-reset-rates.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/foreign_currency/foreign-reset-rates.png rename to content/applications/finance/accounting/bank/foreign_currency/foreign-reset-rates.png diff --git a/content/applications/finance/accounting/bank/reconciliation.rst b/content/applications/finance/accounting/bank/reconciliation.rst index 5d23402ea..7a942425f 100644 --- a/content/applications/finance/accounting/bank/reconciliation.rst +++ b/content/applications/finance/accounting/bank/reconciliation.rst @@ -1,11 +1,95 @@ -:nosearch: - =================== Bank reconciliation =================== -.. toctree:: - :titlesonly: +Overview +======== - reconciliation/use_cases - reconciliation/reconciliation_models +Matching your bank statements with your accounting records can be a tedious task. You need to find the corresponding invoices, compare the amounts and partners' details with those in the bank statement. These steps can take a lot of time. Luckily, with Odoo you can very easily match your invoices or any other payment document with your bank statements. + +Two options of the reconciliation process exist in Odoo. + +1. We can directly specify the payment on the invoice +2. We can reconcile open invoices with bank statements + +Configuration +============= + +No special configuration is necessary to record invoices. All we need +to do is to install the accounting app. + +.. image:: reconciliation/use01.png + +Use cases +========= + +Case 1: Payments registration +----------------------------- + +We received the proof of payment of our invoice in the amount of 2100 euros issued to +Smith & Co. + +We start at our issued Invoice of 2100 euros for Smith & Co. Because the +sold product is a service we demand an immediate payment. Our accountant +only handles bank statements at the end of week, so we have to mark +this invoice as paid immediately in order to indicate that we can start rendering services to our +customer. + +Our customer send us a payment confirmation. We can thus register a +payment and mark the invoice as paid. + +.. image:: reconciliation/use02.png + +By clicking on **register payment,** we are telling Odoo that our +customer has paid the Invoice. We thus have to specify the amount and the +payment method. + +.. image:: reconciliation/use03.png + +Now we can always find the payment details in the Invoice by clicking on the +:menuselection:`Info --> Open Payment`. + +.. image:: reconciliation/use04.png + +The invoice has been paid and **the reconciliation has been done +automatically.** + +Case 2: Bank statements reconciliations +--------------------------------------- + +We start at our issued Invoice of 3000 euros for Smith & Co. Let's also +assume that other Invoices are open for different customers. + +.. image:: reconciliation/use05.png + +We receive our bank statement and find that not only the invoice issued to Smith & Co has +been paid, but the one to Buzz of 92 euros as well. + +**Import** or **Create** the bank statements. Please refer to the +documents from the Bank Feeds section. + +.. image:: reconciliation/use06.png + +On the dashboard, click on **Reconcile # Items** + +.. image:: reconciliation/use07.png + +If everything was right (correct partner name, right amount) odoo will +do the reconciliations **automatically**. + +.. image:: reconciliation/use08.png + +If some issues are found, you will need to take **manual actions**. + +For example, if the partner is missing from your bank statement, just +fill it in : + +.. image:: reconciliation/use09.png + +If the payment is done with a down payment, just check if it is all +right and validate all related payments : + +.. image:: reconciliation/use10.png + +.. seealso:: + :doc:`bank_synchronization` diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use01.png b/content/applications/finance/accounting/bank/reconciliation/use01.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use01.png rename to content/applications/finance/accounting/bank/reconciliation/use01.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use02.png b/content/applications/finance/accounting/bank/reconciliation/use02.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use02.png rename to content/applications/finance/accounting/bank/reconciliation/use02.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use03.png b/content/applications/finance/accounting/bank/reconciliation/use03.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use03.png rename to content/applications/finance/accounting/bank/reconciliation/use03.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use04.png b/content/applications/finance/accounting/bank/reconciliation/use04.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use04.png rename to content/applications/finance/accounting/bank/reconciliation/use04.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use05.png b/content/applications/finance/accounting/bank/reconciliation/use05.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use05.png rename to content/applications/finance/accounting/bank/reconciliation/use05.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use06.png b/content/applications/finance/accounting/bank/reconciliation/use06.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use06.png rename to content/applications/finance/accounting/bank/reconciliation/use06.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use07.png b/content/applications/finance/accounting/bank/reconciliation/use07.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use07.png rename to content/applications/finance/accounting/bank/reconciliation/use07.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use08.png b/content/applications/finance/accounting/bank/reconciliation/use08.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use08.png rename to content/applications/finance/accounting/bank/reconciliation/use08.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use09.png b/content/applications/finance/accounting/bank/reconciliation/use09.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use09.png rename to content/applications/finance/accounting/bank/reconciliation/use09.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases/use10.png b/content/applications/finance/accounting/bank/reconciliation/use10.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/use_cases/use10.png rename to content/applications/finance/accounting/bank/reconciliation/use10.png diff --git a/content/applications/finance/accounting/bank/reconciliation/use_cases.rst b/content/applications/finance/accounting/bank/reconciliation/use_cases.rst deleted file mode 100644 index 9bc891cb7..000000000 --- a/content/applications/finance/accounting/bank/reconciliation/use_cases.rst +++ /dev/null @@ -1,105 +0,0 @@ -======================================= -Bank reconciliation process - use cases -======================================= - -Overview -======== - -Matching your bank statements with your accounting records can be a tedious task. You need to find the corresponding invoices, compare the amounts and partners' details with those in the bank statement. These steps can take a lot of time. Luckily, with Odoo you can very easily match your invoices or any other payment document with your bank statements. - -Two options of the reconciliation process exist in Odoo. - -1. We can directly specify the payment on the invoice -2. We can reconcile open invoices with bank statements - -Configuration -============= - -No special configuration is necessary to record invoices. All we need -to do is to install the accounting app. - -.. image:: use_cases/use01.png - :align: center - -Use cases -========= - -Case 1: Payments registration ------------------------------ - -We received the proof of payment of our invoice in the amount of 2100 euros issued to -Smith & Co. - -We start at our issued Invoice of 2100 euros for Smith & Co. Because the -sold product is a service we demand an immediate payment. Our accountant -only handles bank statements at the end of week, so we have to mark -this invoice as paid immediately in order to indicate that we can start rendering services to our -customer. - -Our customer send us a payment confirmation. We can thus register a -payment and mark the invoice as paid. - -.. image:: use_cases/use02.png - :align: center - -By clicking on **register payment,** we are telling Odoo that our -customer has paid the Invoice. We thus have to specify the amount and the -payment method. - -.. image:: use_cases/use03.png - :align: center - -Now we can always find the payment details in the Invoice by clicking on the -:menuselection:`Info --> Open Payment`. - -.. image:: use_cases/use04.png - :align: center - -The invoice has been paid and **the reconciliation has been done -automatically.** - -Case 2: Bank statements reconciliations ---------------------------------------- - -We start at our issued Invoice of 3000 euros for Smith & Co. Let's also -assume that other Invoices are open for different customers. - -.. image:: use_cases/use05.png - :align: center - -We receive our bank statement and find that not only the invoice issued to Smith & Co has -been paid, but the one to Buzz of 92 euros as well. - -**Import** or **Create** the bank statements. Please refer to the -documents from the Bank Feeds section. - -.. image:: use_cases/use06.png - :align: center - -On the dashboard, click on **Reconcile # Items** - -.. image:: use_cases/use07.png - :align: center - -If everything was right (correct partner name, right amount) odoo will -do the reconciliations **automatically**. - -.. image:: use_cases/use08.png - :align: center - -If some issues are found, you will need to take **manual actions**. - -For example, if the partner is missing from your bank statement, just -fill it in : - -.. image:: use_cases/use09.png - :align: center - -If the payment is done with a down payment, just check if it is all -right and validate all related payments : - -.. image:: use_cases/use10.png - :align: center - -.. seealso:: - :doc:`../bank_synchronization` diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst b/content/applications/finance/accounting/bank/reconciliation_models.rst similarity index 95% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst rename to content/applications/finance/accounting/bank/reconciliation_models.rst index e622eb9e7..91c70d5bb 100644 --- a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst +++ b/content/applications/finance/accounting/bank/reconciliation_models.rst @@ -12,7 +12,7 @@ with recurrent entries such as bank fees. .. note:: Reconciliation Models are also useful to handle *Cash Discounts*. Please refer to - :doc:`this documentation <../../receivables/customer_invoices/cash_discounts>` for more + :doc:`this documentation <../customer_invoices/cash_discounts>` for more information. .. _reconciliation_models_types: @@ -124,6 +124,6 @@ line*. .. seealso:: - - :doc:`use_cases` - - :doc:`../bank_synchronization` - - :doc:`../../receivables/customer_invoices/cash_discounts` + - :doc:`reconciliation` + - :doc:`bank_synchronization` + - :doc:`../customer_invoices/cash_discounts` diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_button.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_button.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_button.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_button.png diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_conditions.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_conditions.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_conditions.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_conditions.png diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_counterparts.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_counterparts.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_counterparts.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_counterparts.png diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_match.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_match.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_match.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_match.png diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_overview.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_overview.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_overview.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_overview.png diff --git a/content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_suggestion.png b/content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_suggestion.png similarity index 100% rename from content/applications/finance/accounting/bank/reconciliation/reconciliation_models/reconciliation_models_suggestion.png rename to content/applications/finance/accounting/bank/reconciliation_models/reconciliation_models_suggestion.png diff --git a/content/applications/finance/accounting/bank/setup.rst b/content/applications/finance/accounting/bank/setup.rst deleted file mode 100644 index bc46505b8..000000000 --- a/content/applications/finance/accounting/bank/setup.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -===== -Setup -===== - -.. toctree:: - :titlesonly: - - setup/bank_accounts - setup/outstanding_accounts - setup/manage_cash_register - setup/foreign_currency diff --git a/content/applications/finance/accounting/bank/setup/bank_accounts.rst b/content/applications/finance/accounting/bank/setup/bank_accounts.rst deleted file mode 100644 index 9dade2494..000000000 --- a/content/applications/finance/accounting/bank/setup/bank_accounts.rst +++ /dev/null @@ -1,136 +0,0 @@ -====================== -Bank and cash accounts -====================== - -You can manage as many bank or cash accounts as needed on your database. Configuring them well -allows you to have all your banking data up-to-date and ready for :doc:`reconciliation -<../reconciliation/use_cases>` with your journal entries. - -In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated -account. Both the journal and the account are automatically created and configured whenever you add -a bank account. - -.. note:: - Cash journals and accounts must be configured manually. - -Bank journals are displayed by default on the :guilabel:`Accounting Dashboard` in the form of cards -which include action buttons. - -.. image:: bank_accounts/card.png - :align: center - :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons - -.. _bank_accounts/manage: - -Manage your bank and cash accounts -================================== - -Connect your bank for automatic synchronization ------------------------------------------------ - -To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration ---> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and -follow the instructions. - -.. seealso:: - :doc:`../bank_synchronization` - -Create a bank account ---------------------- - -If your banking institution is not available in Odoo, or if you don't want to connect your bank -account to your database, you can configure your bank account manually. - -To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks: -Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form. - -.. note:: - - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features - accordingly. - - A default bank journal is available and can be used to configure your bank account by going to - :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and - edit the different fields to match your bank account information. - -Create a cash journal ---------------------- - -To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting: -Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field. - -For more information on the accounting information fields, read the -:ref:`bank_accounts/configuration` section of this page. - -.. note:: - A default cash journal is available and can be used straight away. You can review it by going to - :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`. - -Edit an existing bank or cash journal -------------------------------------- - -To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting: -Journals` and select the journal you want to modify. - -.. _bank_accounts/configuration: - -Configuration -============= - -You can edit the accounting information and bank account number according to your needs. - -.. image:: bank_accounts/bank-journal-config.png - :align: center - :alt: Manually configure your bank information - -.. seealso:: - - :doc:`../../others/multi_currency` - - :doc:`../transactions` - - :doc:`../../bank/setup/outstanding_accounts` - -Suspense account ----------------- - -Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final -reconciliation allows finding the right account. - -Profit and loss accounts ------------------------- - -The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash -register differs from what the system computes, while the :guilabel:`Loss Account` is used to -register a loss when the ending balance of a cash register differs from what the system computes. - -Currency --------- - -You can edit the currency used to enter the statements. - -.. seealso:: - :doc:`../../others/multi_currency` - -Account number --------------- - -If you need to **edit your bank account details**, click on the external link arrow next to your -:guilabel:`Account Number`. On the new page, click on the external link arrow next to your -:guilabel:`Bank` and update your bank information accordingly. These details are used when -registering payments. - -.. image:: bank_accounts/bank-account-number.png - :align: center - :alt: Edit your bank information - -Bank feeds ----------- - -:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available: - -- :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will - synchronize your bank account with your database or not. -- :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import - your bank statement using a different format. -- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized - with your database. - -.. seealso:: - - :doc:`../bank_synchronization` - - :doc:`../transactions` diff --git a/content/applications/finance/accounting/bank/setup/outstanding_accounts.rst b/content/applications/finance/accounting/bank/setup/outstanding_accounts.rst deleted file mode 100644 index 9d4903909..000000000 --- a/content/applications/finance/accounting/bank/setup/outstanding_accounts.rst +++ /dev/null @@ -1,49 +0,0 @@ -==================== -Outstanding accounts -==================== - -By default, payments are registered through transitory accounts named **outstanding accounts**, -before being recorded in your bank account. - -- An **outstanding payments account** is where outgoing payments are posted until they are linked - with a withdrawal from your bank statement. -- An **outstanding receipts account** is where incoming payments are posted until they are linked - with a deposit from your bank statement. - -These accounts should be of :ref:`type ` :guilabel:`Current Assets`. - -.. note:: - The movement from an outstanding account to a bank account is done automatically when you - reconcile the bank account with a bank statement. - -Configuration -============= - -Default accounts configuration ------------------------------- - -The outstanding accounts are defined by default. If necessary, you can update them by going to -:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your -:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`. - -Bank and cash journals configuration ------------------------------------- - -You can also set specific outstanding accounts for any journal with the :ref:`type -` :guilabel:`Bank` or :guilabel:`Cash`. - -From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to -configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing -Payments` tab. To display the outstanding accounts column, click on the toggle button and check the -:guilabel:`Outstanding Receipts/Payments accounts`, then update the account. - -.. image:: outstanding_accounts/toggle-button.png - :align: center - :alt: Select the toggle button and click on outstanding Accounts - -.. note:: - - If you do not specify an outstanding payments account or an outstanding receipts account for a - specific journal, Odoo uses the default outstanding accounts. - - If your main bank account is added as an outstanding receipts account or outstanding payments - account, when a payment is registered, the invoice or bill's status is directly set to - :guilabel:`Paid`. diff --git a/content/applications/finance/accounting/bank/setup/outstanding_accounts/toggle-button.png b/content/applications/finance/accounting/bank/toggle-button.png similarity index 100% rename from content/applications/finance/accounting/bank/setup/outstanding_accounts/toggle-button.png rename to content/applications/finance/accounting/bank/toggle-button.png diff --git a/content/applications/finance/accounting/getting_started/process_overview/customer_invoice.rst b/content/applications/finance/accounting/customer_invoices.rst similarity index 84% rename from content/applications/finance/accounting/getting_started/process_overview/customer_invoice.rst rename to content/applications/finance/accounting/customer_invoices.rst index 2fcaf854e..17e63a68b 100644 --- a/content/applications/finance/accounting/getting_started/process_overview/customer_invoice.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -1,4 +1,9 @@ -============================================ +:show-content: + +================= +Customer invoices +================= + From Customer Invoice to Payments Collection ============================================ @@ -9,7 +14,7 @@ spanning multiple invoices and taking discounts for early payments, you can do so efficiently and accurately. From Draft Invoice to Profit and Loss -===================================== +------------------------------------- If we pick up at the end of a typical 'order to cash' scenario, after the goods have been shipped, you will: issue an invoice; receive @@ -27,7 +32,7 @@ point, Odoo supports the creation of what is called a Draft Invoice by Warehouse staff. Invoice creation -================ +---------------- Draft invoices can be manually generated from other documents such as Sales Orders, Purchase Orders,etc. Although you can create a draft @@ -39,7 +44,7 @@ and delivered. It must also include other information needed to pay the invoice in a timely and precise manner. Draft invoices -============== +-------------- The system generates invoice which are initially set to the Draft state. While these invoices @@ -55,11 +60,9 @@ Let's create a customer invoice with following information: - Unit Price: 100 - Taxes: Tax 15% -.. image:: customer_invoice/invoice01.png - :align: center +.. image:: customer_invoices/invoice01.png -.. image:: customer_invoice/invoice02.png - :align: center +.. image:: customer_invoices/invoice02.png The document is composed of three parts: @@ -68,7 +71,7 @@ The document is composed of three parts: - the bottom of the page, with detail about the taxes, and the totals. Open or Pro-forma invoices -========================== +-------------------------- An invoice will usually include the quantity and the price of goods and/or services, the date, any parties involved, the unique invoice @@ -80,25 +83,22 @@ then moves from the Draft state to the Open state. When you have validated an invoice, Odoo gives it a unique number from a defined, and modifiable, sequence. -.. image:: customer_invoice/invoice03.png - :align: center +.. image:: customer_invoices/invoice03.png Accounting entries corresponding to this invoice are automatically generated when you validate the invoice. You can see the details by clicking on the entry in the Journal Entry field in the "Other Info" tab. -.. image:: customer_invoice/invoice04.png - :align: center +.. image:: customer_invoices/invoice04.png Send the invoice to customer -============================ +---------------------------- After validating the customer invoice, you can directly send it to the customer via the 'Send by email' functionality. -.. image:: customer_invoice/invoice05.png - :align: center +.. image:: customer_invoices/invoice05.png A typical journal entry generated from a validated invoice will look like as follows: @@ -114,7 +114,7 @@ like as follows: +-----------------------+---------------+----------------+-------------+--------------+ Payment -======= +------- In Odoo, an invoice is considered to be paid when the associated accounting entry has been reconciled with the payment entries. If there @@ -133,7 +133,7 @@ follows: +-----------------------+---------------+----------------+-------------+--------------+ Receive a partial payment through the bank statement -==================================================== +---------------------------------------------------- You can manually enter your bank statements in Odoo, or you can import them in from a csv file or from several other predefined formats @@ -142,16 +142,14 @@ according to your accounting localisation. Create a bank statement from the accounting dashboard with the related journal and enter an amount of $100 . -.. image:: customer_invoice/invoice06.png - :align: center +.. image:: customer_invoices/invoice06.png Reconcile -========= +--------- Now let's reconcile! -.. image:: customer_invoice/invoice07.png - :align: center +.. image:: customer_invoices/invoice07.png You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom. @@ -159,20 +157,17 @@ After reconciling the items in the sheet, the related invoice will now display "You have outstanding payments for this customer. You can reconcile them to pay this invoice. " -.. image:: customer_invoice/invoice08.png - :align: center +.. image:: customer_invoices/invoice08.png -.. image:: customer_invoice/invoice09.png - :align: center +.. image:: customer_invoices/invoice09.png Apply the payment. Below, you can see that the payment has been added to the invoice. -.. image:: customer_invoice/invoice10.png - :align: center +.. image:: customer_invoices/invoice10.png Payment Followup -================ +---------------- There's a growing trend of customers paying bills later and later. Therefore, collectors must make every effort to collect money and @@ -189,14 +184,12 @@ will be executed. By going to the customer record and diving into the "Overdue Payments" you will see the follow-up message and all overdue invoices. -.. image:: customer_invoice/invoice11.png - :align: center +.. image:: customer_invoices/invoice11.png -.. image:: customer_invoice/invoice12.png - :align: center +.. image:: customer_invoices/invoice12.png Customer aging report: ----------------------- +~~~~~~~~~~~~~~~~~~~~~~ The customer aging report will be an additional key tool for the collector to understand the customer credit issues, and to prioritize @@ -205,32 +198,41 @@ their work. Use the aging report to determine which customers are overdue and begin your collection efforts. -.. image:: customer_invoice/invoice13.png - :align: center +.. image:: customer_invoices/invoice13.png Profit and loss -=============== +--------------- The Profit and Loss statement displays your revenue and expense details. Ultimately, this gives you a clear image of your Net Profit and Loss. It is sometimes referred to as the "Income Statement" or "Statement of Revenues and Expenses." -.. image:: customer_invoice/invoice14.png - :align: center +.. image:: customer_invoices/invoice14.png Balance sheet -============= +------------- The balance sheet summarizes your company's liabilities, assets and equity at a specific moment in time. -.. image:: customer_invoice/invoice15.png - :align: center +.. image:: customer_invoices/invoice15.png -.. image:: customer_invoice/invoice16.png - :align: center +.. image:: customer_invoices/invoice16.png For example, if you manage your inventory using the perpetual accounting method, you should expect a decrease in account "Current Assets" once the material has been shipped to the customer. + +.. toctree:: + :titlesonly: + + customer_invoices/overview + customer_invoices/payment_terms + customer_invoices/cash_discounts + customer_invoices/credit_notes + customer_invoices/cash_rounding + customer_invoices/deferred_revenues + customer_invoices/electronic_invoicing + customer_invoices/snailmail + customer_invoices/epc_qr_code diff --git a/content/applications/finance/accounting/receivables/customer_invoices/cash_discounts.rst b/content/applications/finance/accounting/customer_invoices/cash_discounts.rst similarity index 99% rename from content/applications/finance/accounting/receivables/customer_invoices/cash_discounts.rst rename to content/applications/finance/accounting/customer_invoices/cash_discounts.rst index a1e8c0822..9db4d7752 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/cash_discounts.rst +++ b/content/applications/finance/accounting/customer_invoices/cash_discounts.rst @@ -176,4 +176,4 @@ into account to define if they can benefit from the cash discount or not. whether to mark the invoice as fully paid with a write-off or as partially paid. .. seealso:: - :doc:`../customer_payments/recording` + :doc:`../payments` diff --git 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a/content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst +++ b/content/applications/finance/accounting/customer_invoices/deferred_revenues.rst @@ -191,5 +191,5 @@ You have three choices for the **Automate Deferred Revenue** field: automate its sale. (see: `Choose a different Income Account for specific products`_). .. seealso:: - * :doc:`../../getting_started/initial_configuration/chart_of_accounts` + * :doc:`../get_started/chart_of_accounts` * `Odoo Academy: Deferred Revenues (Recognition) `_ diff --git a/content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues/deferred_revenues01.png b/content/applications/finance/accounting/customer_invoices/deferred_revenues/deferred_revenues01.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues/deferred_revenues01.png rename to content/applications/finance/accounting/customer_invoices/deferred_revenues/deferred_revenues01.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues/deferred_revenues02.png b/content/applications/finance/accounting/customer_invoices/deferred_revenues/deferred_revenues02.png similarity index 100% rename from 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content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst rename to content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst index 568df08fb..05dafa4dd 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst +++ b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst @@ -55,7 +55,7 @@ Odoo supports, among others, the following formats. - Every PDF generated by Odoo includes an integrated **Factur-X** XML file. .. seealso:: - :doc:`../../../fiscal_localizations` + :doc:`../../fiscal_localizations` .. _e-invoicing/configuration: @@ -102,9 +102,9 @@ recipient in the Peppol Network. National electronic invoicing ----------------------------- -Depending on your company's country (e.g., :doc:`Italy <../../../fiscal_localizations/italy>`, -:doc:`Spain <../../../fiscal_localizations/spain>`, :doc:`Mexico -<../../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in +Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`, +:doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico +<../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in a specific format for all your invoices. In this case, you can define a default e-invoicing format for your sales journal. diff --git a/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing/customer-form.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing/customer-form.png rename to content/applications/finance/accounting/customer_invoices/electronic_invoicing/customer-form.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing/send-window.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/send-window.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing/send-window.png rename to content/applications/finance/accounting/customer_invoices/electronic_invoicing/send-window.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst b/content/applications/finance/accounting/customer_invoices/epc_qr_code.rst similarity index 94% rename from content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst rename to content/applications/finance/accounting/customer_invoices/epc_qr_code.rst index 43009484a..34220030a 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst +++ b/content/applications/finance/accounting/customer_invoices/epc_qr_code.rst @@ -1,6 +1,6 @@ -============================ -Add EPC QR Codes to invoices -============================ +============ +EPC QR Codes +============ European Payments Council Quick Response Code, or **EPC QR Code**, are two-dimensional barcodes @@ -65,5 +65,5 @@ the EPC QR Code. under the *Other Info* tab of the invoice. .. seealso:: - * :doc:`../../bank/setup/bank_accounts` + * :doc:`../bank` * `Odoo Academy: QR Code on Invoices for European Customers `_ diff --git a/content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code/epc_qr_code01.png b/content/applications/finance/accounting/customer_invoices/epc_qr_code/epc_qr_code01.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code/epc_qr_code01.png rename to content/applications/finance/accounting/customer_invoices/epc_qr_code/epc_qr_code01.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code/epc_qr_code02.png b/content/applications/finance/accounting/customer_invoices/epc_qr_code/epc_qr_code02.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code/epc_qr_code02.png rename to 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a/content/applications/finance/accounting/receivables/customer_invoices/overview.rst +++ b/content/applications/finance/accounting/customer_invoices/overview.rst @@ -159,4 +159,4 @@ Vendor bills and customer invoices forms are automatically created and populated invoices. .. seealso:: - - :doc:`/applications/finance/accounting/payables/supplier_bills/invoice_digitization` + - :doc:`/applications/finance/accounting/vendor_bills/invoice_digitization` diff --git a/content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst b/content/applications/finance/accounting/customer_invoices/payment_terms.rst similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst rename to content/applications/finance/accounting/customer_invoices/payment_terms.rst diff --git a/content/applications/finance/accounting/receivables/customer_invoices/payment_terms/configuration.png b/content/applications/finance/accounting/customer_invoices/payment_terms/configuration.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/payment_terms/configuration.png rename to content/applications/finance/accounting/customer_invoices/payment_terms/configuration.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/payment_terms/journal-entry.png b/content/applications/finance/accounting/customer_invoices/payment_terms/journal-entry.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/payment_terms/journal-entry.png rename to content/applications/finance/accounting/customer_invoices/payment_terms/journal-entry.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst b/content/applications/finance/accounting/customer_invoices/snailmail.rst similarity index 96% rename from content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst rename to content/applications/finance/accounting/customer_invoices/snailmail.rst index 2463c992a..dfb0c32e5 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst +++ b/content/applications/finance/accounting/customer_invoices/snailmail.rst @@ -44,7 +44,7 @@ your customer’s address is set correctly, including the country, before sendin Pricing ======= -Snailmail is an :doc:`../../../../general/in_app_purchase` service that requires prepaid stamps +Snailmail is an :doc:`/applications/general/in_app_purchase` service that requires prepaid stamps (=credits) to work. Sending one document consumes one stamp. To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer diff --git a/content/applications/finance/accounting/receivables/customer_invoices/snailmail/setup-snailmail.png b/content/applications/finance/accounting/customer_invoices/snailmail/setup-snailmail.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/snailmail/setup-snailmail.png rename to content/applications/finance/accounting/customer_invoices/snailmail/setup-snailmail.png diff --git a/content/applications/finance/accounting/receivables/customer_invoices/snailmail/snailmail-template.pdf b/content/applications/finance/accounting/customer_invoices/snailmail/snailmail-template.pdf similarity index 100% rename from content/applications/finance/accounting/receivables/customer_invoices/snailmail/snailmail-template.pdf rename to content/applications/finance/accounting/customer_invoices/snailmail/snailmail-template.pdf diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/setup.rst b/content/applications/finance/accounting/get_started.rst similarity index 87% rename from content/applications/finance/accounting/getting_started/initial_configuration/setup.rst rename to content/applications/finance/accounting/get_started.rst index b06742f11..46a2f7fda 100644 --- a/content/applications/finance/accounting/getting_started/initial_configuration/setup.rst +++ b/content/applications/finance/accounting/get_started.rst @@ -1,6 +1,8 @@ -=================================================== -Initial setup of Odoo Accounting and Odoo Invoicing -=================================================== +:show-content: + +=========== +Get started +=========== When you first open your Odoo Accounting app, the *Accounting Overview* page welcomes you with a step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is @@ -20,8 +22,7 @@ Accounting onboarding banner The step-by-step Accounting onboarding banner is composed of four steps: -.. image:: setup/setup_accounting_onboarding.png - :align: center +.. image:: get_started/setup_accounting_onboarding.png :alt: Step-by-step onboarding banner in Odoo Accounting #. :ref:`accounting-setup-company` @@ -38,8 +39,7 @@ This menu allows you to add your company’s details such as the name, address, number, email address, and Tax ID, or VAT number. These details are then displayed on your documents, such as on invoices. -.. image:: setup/setup_company.png - :align: center +.. image:: get_started/setup_company.png :alt: Add your company's details in Odoo Accounting and Odoo Invoicing .. note:: @@ -55,7 +55,7 @@ Connect your bank account to your database and have your bank statements synced so, find your bank in the list, click on *Connect*, and follow the instructions on-screen. .. note:: - :doc:`Click here <../../bank/bank_synchronization>` for more information about this feature. + :doc:`Click here ` for more information about this feature. If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with your database, you may also configure your bank account manually by clicking on *Create it*, and @@ -74,7 +74,7 @@ filling out the form. .. note:: - You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting --> Configuration`, and clicking on *Add a Bank Account*. - - :doc:`Click here <../../bank/setup/bank_accounts>` for more information about Bank + - :doc:`Click here ` for more information about Bank Accounts. .. _accounting-setup-periods: @@ -104,12 +104,11 @@ opening balances. Basic settings are displayed on this page to help you review your Chart of Accounts. To access all the settings of an account, click on the *double arrow button* at the end of the line. -.. image:: setup/setup_chart_of_accounts.png - :align: center +.. image:: get_started/setup_chart_of_accounts.png :alt: Setup of the Chart of Accounts and their opening balances in Odoo Accounting .. note:: - :doc:`Click here ` for more information on how to configure your Chart of + :doc:`Click here ` for more information on how to configure your Chart of Accounts. Invoicing onboarding banner @@ -124,8 +123,7 @@ If you have Odoo Accounting installed on your database, you can reach it by goin The Invoicing onboarding banner is composed of four main steps: -.. image:: setup/setup_invoicing_onboarding.png - :align: center +.. image:: get_started/setup_invoicing_onboarding.png :alt: Step-by-step onboarding banner in Odoo Invoicing #. :ref:`invoicing-setup-company` @@ -154,8 +152,7 @@ automatically adds the company's phone number, email, website URL, and Tax ID (o footer, according to the values you previously configured in the :ref:`Company Data `. -.. image:: setup/setup_document_layout.png - :align: center +.. image:: get_started/setup_document_layout.png :alt: Document layout configuration in Odoo Invoicing .. tip:: @@ -186,8 +183,16 @@ Sample Invoice Send yourself a sample invoice by email to make sure everything is correctly configured. .. seealso:: - * :doc:`../../bank/setup/bank_accounts` - * :doc:`chart_of_accounts` - * :doc:`../../bank/bank_synchronization` - * :doc:`../../../fiscal_localizations` + * :doc:`bank` + * :doc:`get_started/chart_of_accounts` + * :doc:`bank/bank_synchronization` + * :doc:`../fiscal_localizations` * `Odoo Tutorials: Accounting Basics `_ + +.. toctree:: + :titlesonly: + + get_started/cheat_sheet + get_started/chart_of_accounts + get_started/multi_currency + get_started/avg_price_valuation diff --git a/content/applications/finance/accounting/others/inventory/avg_price_valuation.rst b/content/applications/finance/accounting/get_started/avg_price_valuation.rst similarity index 97% rename from content/applications/finance/accounting/others/inventory/avg_price_valuation.rst rename to content/applications/finance/accounting/get_started/avg_price_valuation.rst index f98dcc03c..26359d9f0 100644 --- a/content/applications/finance/accounting/others/inventory/avg_price_valuation.rst +++ b/content/applications/finance/accounting/get_started/avg_price_valuation.rst @@ -1,9 +1,9 @@ -========================================================== -Impact on the average price valuation when returning goods -========================================================== +================================= +Inventory average price valuation +================================= -As stated in the `*inventory valuation -page* `__, +As stated in the :doc:`inventory valuation page +`, one of the possible costing method you can use in perpetual stock valuation, is the average cost. diff --git a/content/applications/finance/accounting/others/inventory/avg_price_valuation/avg01.png b/content/applications/finance/accounting/get_started/avg_price_valuation/avg01.png similarity index 100% rename from content/applications/finance/accounting/others/inventory/avg_price_valuation/avg01.png rename to content/applications/finance/accounting/get_started/avg_price_valuation/avg01.png diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst b/content/applications/finance/accounting/get_started/chart_of_accounts.rst similarity index 96% rename from content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst rename to content/applications/finance/accounting/get_started/chart_of_accounts.rst index 2595a8b96..e4d165b03 100644 --- a/content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst +++ b/content/applications/finance/accounting/get_started/chart_of_accounts.rst @@ -182,8 +182,8 @@ them unusable by using the **Deprecated** feature. To do so, check the :guilabel:`Deprecated` box in the account's settings, and save. .. seealso:: - * :doc:`../cheat_sheet` - * :doc:`../../payables/supplier_bills/assets` - * :doc:`../../payables/supplier_bills/deferred_expenses` - * :doc:`../../receivables/customer_invoices/deferred_revenues` - * :doc:`../../../fiscal_localizations` + * :doc:`cheat_sheet` + * :doc:`../vendor_bills/assets` + * :doc:`../vendor_bills/deferred_expenses` + * :doc:`../customer_invoices/deferred_revenues` + * :doc:`../../fiscal_localizations` diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/account-groups.png b/content/applications/finance/accounting/get_started/chart_of_accounts/account-groups.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/account-groups.png rename to content/applications/finance/accounting/get_started/chart_of_accounts/account-groups.png diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/chart-of-accounts.png b/content/applications/finance/accounting/get_started/chart_of_accounts/chart-of-accounts.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/chart-of-accounts.png rename to content/applications/finance/accounting/get_started/chart_of_accounts/chart-of-accounts.png diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/trial-balance.png b/content/applications/finance/accounting/get_started/chart_of_accounts/trial-balance.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts/trial-balance.png rename to content/applications/finance/accounting/get_started/chart_of_accounts/trial-balance.png diff --git a/content/applications/finance/accounting/getting_started/cheat_sheet.rst b/content/applications/finance/accounting/get_started/cheat_sheet.rst similarity index 99% rename from content/applications/finance/accounting/getting_started/cheat_sheet.rst rename to content/applications/finance/accounting/get_started/cheat_sheet.rst index 6f9916e67..19a9e0a5f 100644 --- a/content/applications/finance/accounting/getting_started/cheat_sheet.rst +++ b/content/applications/finance/accounting/get_started/cheat_sheet.rst @@ -147,7 +147,7 @@ credits. Reconciliation ============== -:doc:`Reconciliation <../../accounting/bank/reconciliation/use_cases>` is the process of linking +:doc:`Reconciliation <../../accounting/bank/reconciliation>` is the process of linking journal items of a specific account and matching credits and debits. Its primary purpose is to link payments to their related invoices to mark them as paid. This is done diff --git a/content/applications/finance/accounting/others/multi_currency.rst b/content/applications/finance/accounting/get_started/multi_currency.rst similarity index 99% rename from content/applications/finance/accounting/others/multi_currency.rst rename to content/applications/finance/accounting/get_started/multi_currency.rst index 20ce775fb..30c9b0192 100644 --- a/content/applications/finance/accounting/others/multi_currency.rst +++ b/content/applications/finance/accounting/get_started/multi_currency.rst @@ -7,7 +7,7 @@ the main currency configured for your company. You can also set up bank accounts and run reports on your foreign currency activities. .. seealso:: - - :doc:`../bank/setup/foreign_currency` + - :doc:`../bank/foreign_currency` .. _multi-currency/config: diff --git a/content/applications/finance/accounting/others/multi_currency/account-currency.png b/content/applications/finance/accounting/get_started/multi_currency/account-currency.png similarity index 100% rename from content/applications/finance/accounting/others/multi_currency/account-currency.png rename to content/applications/finance/accounting/get_started/multi_currency/account-currency.png diff --git a/content/applications/finance/accounting/others/multi_currency/currency-field.png b/content/applications/finance/accounting/get_started/multi_currency/currency-field.png similarity index 100% rename from content/applications/finance/accounting/others/multi_currency/currency-field.png rename to content/applications/finance/accounting/get_started/multi_currency/currency-field.png diff --git a/content/applications/finance/accounting/others/multi_currency/enable-foreign-currencies.png b/content/applications/finance/accounting/get_started/multi_currency/enable-foreign-currencies.png similarity index 100% rename from content/applications/finance/accounting/others/multi_currency/enable-foreign-currencies.png rename to content/applications/finance/accounting/get_started/multi_currency/enable-foreign-currencies.png diff --git a/content/applications/finance/accounting/others/multi_currency/exchange-difference-journal.png b/content/applications/finance/accounting/get_started/multi_currency/exchange-difference-journal.png similarity index 100% rename from content/applications/finance/accounting/others/multi_currency/exchange-difference-journal.png rename to content/applications/finance/accounting/get_started/multi_currency/exchange-difference-journal.png diff --git a/content/applications/finance/accounting/others/multi_currency/exchange-journal-currency.png 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--git a/content/applications/finance/accounting/getting_started/initial_configuration/setup/setup_accounting_onboarding.png b/content/applications/finance/accounting/get_started/setup_accounting_onboarding.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/setup/setup_accounting_onboarding.png rename to content/applications/finance/accounting/get_started/setup_accounting_onboarding.png diff --git a/content/applications/finance/accounting/getting_started/initial_configuration/setup/setup_chart_of_accounts.png b/content/applications/finance/accounting/get_started/setup_chart_of_accounts.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/setup/setup_chart_of_accounts.png rename to content/applications/finance/accounting/get_started/setup_chart_of_accounts.png diff --git 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b/content/applications/finance/accounting/get_started/setup_invoicing_onboarding.png similarity index 100% rename from content/applications/finance/accounting/getting_started/initial_configuration/setup/setup_invoicing_onboarding.png rename to content/applications/finance/accounting/get_started/setup_invoicing_onboarding.png diff --git a/content/applications/finance/accounting/getting_started.rst b/content/applications/finance/accounting/getting_started.rst deleted file mode 100644 index 79d3eb189..000000000 --- a/content/applications/finance/accounting/getting_started.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -=============== -Getting started -=============== - -.. toctree:: - :titlesonly: - - getting_started/main_concept - getting_started/cheat_sheet - getting_started/initial_configuration - getting_started/process_overview diff --git a/content/applications/finance/accounting/getting_started/initial_configuration.rst b/content/applications/finance/accounting/getting_started/initial_configuration.rst deleted file mode 100644 index 499fec32a..000000000 --- a/content/applications/finance/accounting/getting_started/initial_configuration.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -===================== -Initial configuration -===================== - -.. toctree:: - :titlesonly: - - initial_configuration/setup - initial_configuration/chart_of_accounts diff --git a/content/applications/finance/accounting/getting_started/main_concept.rst b/content/applications/finance/accounting/getting_started/main_concept.rst deleted file mode 100644 index a7fc38ecd..000000000 --- a/content/applications/finance/accounting/getting_started/main_concept.rst +++ /dev/null @@ -1,138 +0,0 @@ -======================== -Main accounting concepts -======================== - -Double-entry bookkeeping -======================== - -Odoo automatically creates all the behind-the-scenes journal entries -for each of your accounting transactions: customer invoices, point of -sale order, expenses, inventory moves, etc. - -Odoo uses the rules of double-entry bookkeeping system: all journal -entries are automatically balanced (sum of debits = sum of credits). - -.. seealso:: - - :doc:`Understand Odoo's accounting transactions per document - ` - -Accrual and Cash Basis Methods -============================== - -Odoo supports both accrual and cash basis reporting. This allows you to -report income / expense at the time transactions occur (i.e., accrual basis), or when -payment is made or received (i.e., cash basis). - -Multi-companies -=============== - -Odoo allows one to manage several companies within the same database. Each -company has its own chart of accounts and rules. You can get -consolidation reports following your consolidation rules. - -Users can access several companies but always work in one company at a -time. - -Multi-currencies -================ - -Every transaction is recorded in the default currency of the -company. For transactions occurring in another currency, Odoo stores -both the value in the currency of the company and the value in the -currency of the transaction. Odoo can generate currencies gains and -losses after the reconciliation of the journal items. - -Currency rates are updated once a day using a yahoo.com online -web-service. - -International Standards -======================= - -Odoo accounting supports more than 50 countries. The Odoo core -accounting implements accounting standards that are common to all -countries. Specific modules exist per country for the -specificities of the country like the chart of accounts, taxes, or -bank interfaces. - -In particular, Odoo's core accounting engine supports: - -* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking - countries including Ireland, Canada, Australia, and New Zealand) - where costs of good sold are reported when products are - sold/delivered. -* European accounting where expenses are accounted at the supplier - bill. - -Odoo has modules to comply with IFRS rules. - -Accounts Receivable and Payable -=============================== - -By default, Odoo uses a single account for all account -receivable entries and one for all accounts payable entries. You can -create separate accounts per customers/suppliers, but you don't need -to. - -As transactions are associated to customers or suppliers, you get -reports to perform analysis per customer/supplier such as the customer -statement, revenues per customers, aged receivable/payables, ... - -Wide range of financial reports -=============================== - -In Odoo, you can generate financial reports in real time. Odoo's -reports range from basic accounting reports to advanced management -reports. Odoo's reports include: - -* Performance reports (such as Profit and Loss, Budget Variance) -* Position reports (such as Balance Sheet, Aged Payables, Aged - Receivables) -* Cash reports (such as Bank Summary) -* Detail reports (such as Trial Balance and General Ledger) -* Management reports (such as Budgets, Executive Summary) - -Odoo's report engine allows you to customize your own report based on -your own formulae. - -Import bank feeds automatically -=============================== - -Bank reconciliation is a process that matches your bank statement -lines, as supplied by the bank, to your accounting transactions in the -general ledger. Odoo makes bank reconciliation easy by frequently -importing bank statement lines from your bank directly into your Odoo -account. This means you can have a daily view of your cashflow without -having to log into your online banking or wait for your paper bank -statements. - -Odoo speeds up bank reconciliation by matching most of your imported -bank statement lines to your accounting transactions. Odoo also -remembers how you've treated other bank statement lines and provides -suggested general ledger transactions. - -Calculate the tax you owe your tax authority -============================================ - -Odoo totals all your accounting transactions for your tax period and -uses these totals to calculate your tax obligation. You can then check -your sales tax by running Odoo's Tax Report. - -Inventory Valuation -=================== - -Odoo support both periodic (manual) and perpetual (automated) -inventory valuations. The available methods are standard price, -average price, LIFO (for countries allowing it) and FIFO. - -.. seealso:: - - :doc:`View impact of the valuation method on your transactions - ` - -Easy retained earnings -====================== - -Retained earnings are the portion of income retained by your -business. Odoo automatically calculates your current year earnings in -real time so no year-end journal or rollover is required. This is -calculated by reporting the profit and loss balance to your balance -sheet report automatically. diff --git a/content/applications/finance/accounting/getting_started/process_overview.rst b/content/applications/finance/accounting/getting_started/process_overview.rst deleted file mode 100644 index cab8539fb..000000000 --- a/content/applications/finance/accounting/getting_started/process_overview.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -================ -Process overview -================ - -.. toctree:: - :titlesonly: - - process_overview/customer_invoice - process_overview/supplier_bill diff --git a/content/applications/finance/accounting/others.rst b/content/applications/finance/accounting/others.rst deleted file mode 100644 index 1ce455f6e..000000000 --- a/content/applications/finance/accounting/others.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -====== -Others -====== - -.. toctree:: - :titlesonly: - - others/multi_currency - others/analytic_accounting - others/adviser - others/inventory diff --git a/content/applications/finance/accounting/others/adviser.rst b/content/applications/finance/accounting/others/adviser.rst deleted file mode 100644 index a1ef7134c..000000000 --- a/content/applications/finance/accounting/others/adviser.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -======= -Adviser -======= - -.. toctree:: - :titlesonly: - - adviser/budget diff --git a/content/applications/finance/accounting/others/adviser/fiscalyear.rst~ b/content/applications/finance/accounting/others/adviser/fiscalyear.rst~ deleted file mode 100644 index 8e376bb62..000000000 --- a/content/applications/finance/accounting/others/adviser/fiscalyear.rst~ +++ /dev/null @@ -1,3 +0,0 @@ -===================================================== -How to do a year end in Odoo? (close a fiscal year) -===================================================== diff --git a/content/applications/finance/accounting/others/inventory.rst b/content/applications/finance/accounting/others/inventory.rst deleted file mode 100644 index 7b51dd9fd..000000000 --- a/content/applications/finance/accounting/others/inventory.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -========= -Inventory -========= - -.. toctree:: - :titlesonly: - - inventory/avg_price_valuation - /applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config diff --git a/content/applications/finance/accounting/payables.rst b/content/applications/finance/accounting/payables.rst deleted file mode 100644 index a6738bc5f..000000000 --- a/content/applications/finance/accounting/payables.rst +++ /dev/null @@ -1,12 +0,0 @@ -:nosearch: - -================ -Account payables -================ - -.. toctree:: - :titlesonly: - - payables/supplier_bills - payables/pay - payables/misc diff --git a/content/applications/finance/accounting/payables/misc.rst b/content/applications/finance/accounting/payables/misc.rst deleted file mode 100644 index 05541760a..000000000 --- a/content/applications/finance/accounting/payables/misc.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -============= -Miscellaneous -============= - -.. toctree:: - :titlesonly: - - misc/forecast diff --git a/content/applications/finance/accounting/payables/pay.rst b/content/applications/finance/accounting/payables/pay.rst deleted file mode 100644 index a7e5c3895..000000000 --- a/content/applications/finance/accounting/payables/pay.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -=============== -Vendor payments -=============== - -.. toctree:: - :titlesonly: - - pay/sepa - pay/check - pay/multiple - pay/trusted_accounts diff --git a/content/applications/finance/accounting/payables/pay/check/check04.png b/content/applications/finance/accounting/payables/pay/check/check04.png deleted file mode 100644 index fba3f5f1f91f8ce085dec7efb42bb47a199531b8..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 17996 zcmZs@1z1$i_dkvW79t=eVIUwawKS**NMq0q(z{D9v4lZLi*zF?-FJbd8!2hnOLr~J z((qf}pZflv=l?vHJ9o~UdCkn36Axzw{8g1@iElr=O+Y|EEcf=!djf)MAOXRZlbhG@ zl(kRp+xX(T`75PY1O&yQcTSCN;Okc$-pjrwDCnVE!B=kCzSVLdAh<(*`E!LJE`b^k zL7=MmQTpQI0{*x9{QSJPw|9Sk-^|SH2`V;K#y>PP)Kk#<a`1p8kZtnE-baZs|m-KflF71wvj@8xG%F4>Tyu9q}Y%eb_D=RBMKfle*&B4LJ zrlzLM%uE*-7aJR!xVSh30&#eFXl`!a(9qxkv9h+dUSD5NNJ!}E=?M%BbZ~IU&(E)~ zuScO!mX?;$(b4_={YWHoVqyXYgZ=pNgO88T-rjy?W##MFuZ4w$X=!P#t*zbN-JPAC z$;rvHv$NZ?*zoXhcZj98w|7}tS!rqM{QP{{+kisD*noh5ot>SdodX8y{@$w}(|OE-tPP&TnsT z&$eK4H6pT9e=PM(XJllQTmRaeT7CEK-O1tc*~wX>PjUbD+GNd8)yi~%UW|l<#8_GH z(9lqCO4GsFX=?~-XK{0FWHD1IgcF^d{qbjNYHFop=5pWc@bEAQf|{C|i-&tGl?g?Q z;Q8s9l$2CeRaJ99nQ3=r>dX*t^{HY00=ikiC%zB+=jg5_aE8BV6Q3VAB zwY9Z3do_Rl$4b2&E@*F+4?VqHEubB+3lxCCnY5%zN2l!1)V!5$BY$mt=I)D zxEu<06@N+)6%`#V>Xwz2jhpHNEBe=taANft{TZ!l?ZuiMC4fy@`SOImzJ5<)!`a2T zu(0sa*(nDHNACQn^FYJU&id*3`J2YiyC_ND=u(6h2VZ)tFLwe10}o z+M7H*&{f!+Y!wz`;D2&{R`NZ|xC>S5k(c2Z)1Fz*_}G<|w}Qt&0!E|>Tr0l{Me zxi_yqx?tAhl&oja3esXVJT<>-M!}Yr4=QP_>X5+VS-ZWEv9iz~FuJ^_^gHZST z&99Fu3cmgbE>k^u9UJuvTP?OUX|W#UKfrshw{yJodmLT(T*uMGE*WW?_pR^?*;jOC z_P2%4@{J@+cXUWQM$MpnM*n#L8c>lM41%>n$Xg*M@wfi<#((^ur?`96tnsoJ5c}ei zKjxn|HF%-b@igMoCHYhsKqo3^g&>QtGa^uQm_Y#}zu`X(g+(5|_h*Z*>)cu^QhMX* z`t`@t(^_Iq?}uBdPUst#Lv|#a(AvsSa5SnniyhtfDO_)8n8eTV?4Ksn_)pMyGbp{e z1uofSZuc_*~ag+UBd(8y_=T4jVVJrHP@9X-H z%Uh?I?V;Q|JkkQ{-^JkFt61lv{66bJL!Gpdq12venQdOHVPL{unhXZ%es7j3dai>g%FJZ*ZZbr3kPZ<_s7%!31+Q6xHh$#wt^78z z7QpnttgSZY+tba8)~V-BtNOlS+8Q6k3e*#~wmQwoo>539L!-=Me_JO$xnN!*i%`9h zny1lC(tKqeADo+?hl{^HMwq9h!)= zL}gcP??!_IR;lIHkELbLtp2E$aa(Rt|L&*Ni=7`JC}Jpof77&>>1np8RXu>H2Wsni z=$Qsnn5T+^XW0s9|K2yOa8HfEz8<)M13XEeQntdYg}hgFccR$1GItA-ZU97tBv-W9 z*_0ps@!_)hNF~%3O5C9Bh7d`JVc159a@h>s0(UeW>-~GHMWNEA-JFG$x92xb6gCDX z7MPsvjzZ7rN6&Rh4TRwiEb<5Eook%VCpq_rqJM4g^L)jco5I8Q2T}ZLjTJLL;;N&l zB8!Vk{gc(@-$9#*mkHf=bACq4mnDaR@n&^(t~w`*7wex0stp=#x2 zjNW*(OkV{1xu%q2(Z=V^FzqoT1$B-WVxh>JAsFcn1G?r?-;eC5B}mD^V45z*Iy|-B zpqWb2T_YQX!CkdQ^_W;xb>Qt^bd%!P2&^Z8AF8*+e8pz^j~a}))Mxo99TGU`_Hyk#q8bqV%Z zFzUIrLzy{kHHme|_-COfuC)BuJyk^owb2S^*x51ZsbBVexW%F0rAt0P?pdBts+~6&pv2J+fwr`T$!EH0{s{Wx&imVS{w$$Do=F@c- z1KgrO<^2Yn;0W#2kyn$1gA+O-C-$$bcM3hQ4w^!?7Gj*a(T=jD}>2J=y1KvRrU`S`( zkG+QU7qx+!a&BxkDd;n$_>SZM5R8c zR9zzfAj)m}+AMed)@Q7xZ*9V(UQkqp?1F5F6C~M|0vuSAWb^4kVzQLPF8un$!Rbd! 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You can us amounts to reduce unpaid invoices/bills. .. seealso:: - - :doc:`Internal transfers <../../bank/interbank>` - - :doc:`../../bank/reconciliation/use_cases` + - :doc:`Internal transfers ` + - :doc:`bank/reconciliation` - `Odoo Tutorials: Bank Configuration `_ @@ -30,8 +32,7 @@ with a bank statement line, the invoice or vendor bill changes to the :guilabel: The information icon near the payment line displays more information about the payment. You can access additional information, such as the related journal, by clicking on :guilabel:`View`. -.. image:: recording/information-icon.png - :align: center +.. image:: payments/information-icon.png :alt: See detailed information of a payment .. note:: @@ -39,8 +40,8 @@ access additional information, such as the related journal, by clicking on :guil payment. - When clicking on :guilabel:`Register payment`, you can select the amount to pay and make a partial or full payment. - - If your main bank account is set as :doc:`outstanding account - <../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo (not related to a + - If your main bank account is set as :ref:`outstanding account + `, and the payment is made in Odoo (not related to a bank statement), invoices and bills are directly registered in the status :guilabel:`Paid`. - If you unreconciled a payment, it still appears in your books but is no longer linked to the invoice. @@ -50,7 +51,7 @@ access additional information, such as the related journal, by clicking on :guil automatically created to post the cash basis tax (reversal) amount. .. seealso:: - - :doc:`../../bank/reconciliation/use_cases` + - :doc:`bank/reconciliation` Registering payments not tied to an invoice or bill =================================================== @@ -67,29 +68,28 @@ A blue banner appears when you validate a new invoice or bill and there is an ou for this specific customer or vendor. It can easily be matched from the invoice or the bill by clicking on :guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`. -.. image:: recording/add-option.png - :align: center +.. image:: payments/add-option.png :alt: Shows the ADD option to reconcile an invoice or a bill with a payment The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with the bank statement. .. seealso:: - - :doc:`../../bank/reconciliation/use_cases` + - :doc:`bank/reconciliation` Batch payment ------------- Batch payments allow you to group different payments to ease :doc:`reconciliation -<../../bank/reconciliation/use_cases>`. They are also useful when you deposit checks to the bank or +`. They are also useful when you deposit checks to the bank or for SEPA Payments. To do so, go to :menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view of payments, you can select several payments and group them in a batch by clicking on :menuselection:`Action --> Create Batch Payment`. .. seealso:: - - :doc:`../../receivables/customer_payments/batch` - - :doc:`../../receivables/customer_payments/batch_sdd` + - :doc:`payments/batch` + - :doc:`payments/batch_sdd` .. _payments-matching: @@ -103,7 +103,7 @@ Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select :guil Matching`, or by going to :menuselection:`Accounting --> Reconciliation`. .. note:: - During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, if the sum of the debits + During the :doc:`reconciliation `, if the sum of the debits and credits does not match, there is a remaining balance. This either needs to be reconciled at a later date or needs to be written off directly. @@ -115,8 +115,7 @@ the batch reconciliation feature can be used. Go to :menuselection:`Accounting - Aged Receivable / Aged Payable`. You now see all transactions that have not been reconciled yet, and when you select a customer or vendor, the :guilabel:`Reconcile` option is displayed. -.. image:: recording/reconcile-option.png - :align: center +.. image:: payments/reconcile-option.png :alt: See the reconcile option Reconciling payments with bank statements @@ -127,4 +126,19 @@ next step is to reconcile it with the related bank statement line to have the tr and the invoice or bill marked as :guilabel:`Paid`. .. seealso:: - - :doc:`../../bank/reconciliation/use_cases` + - :doc:`bank/reconciliation` + +.. toctree:: + :titlesonly: + + payments/online + payments/checks + payments/batch + payments/batch_sdd + payments/follow_up + payments/internal_transfers + payments/pay_sepa + payments/pay_checks + payments/multiple + payments/forecast + payments/trusted_accounts diff --git a/content/applications/finance/accounting/receivables/customer_payments/recording/add-option.png b/content/applications/finance/accounting/payments/add-option.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/recording/add-option.png rename to content/applications/finance/accounting/payments/add-option.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch.rst b/content/applications/finance/accounting/payments/batch.rst similarity index 99% rename from content/applications/finance/accounting/receivables/customer_payments/batch.rst rename to content/applications/finance/accounting/payments/batch.rst index 02567aca7..4bb6245ac 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/batch.rst +++ b/content/applications/finance/accounting/payments/batch.rst @@ -68,5 +68,5 @@ batch and click :guilabel:`Validate` to finalize the process. payment before reconciling. .. seealso:: - - :doc:`recording` + - :doc:`../payments` - :doc:`batch_sdd` diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch/batch-customer-payment.png b/content/applications/finance/accounting/payments/batch/batch-customer-payment.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch/batch-customer-payment.png rename to content/applications/finance/accounting/payments/batch/batch-customer-payment.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch/batch-lines-selection.png b/content/applications/finance/accounting/payments/batch/batch-lines-selection.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch/batch-lines-selection.png rename to content/applications/finance/accounting/payments/batch/batch-lines-selection.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch/batch-new-inbound.png b/content/applications/finance/accounting/payments/batch/batch-new-inbound.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch/batch-new-inbound.png rename to content/applications/finance/accounting/payments/batch/batch-new-inbound.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch/batch-payments.png b/content/applications/finance/accounting/payments/batch/batch-payments.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch/batch-payments.png rename to content/applications/finance/accounting/payments/batch/batch-payments.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch/batch-reconciliation.png b/content/applications/finance/accounting/payments/batch/batch-reconciliation.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch/batch-reconciliation.png rename to content/applications/finance/accounting/payments/batch/batch-reconciliation.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst b/content/applications/finance/accounting/payments/batch_sdd.rst similarity index 98% rename from content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst rename to content/applications/finance/accounting/payments/batch_sdd.rst index f9cd3be8f..4f774f314 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst +++ b/content/applications/finance/accounting/payments/batch_sdd.rst @@ -44,8 +44,7 @@ upload the signed file and click on :guilabel:`Validate` to start running the ma .. important:: Make sure that the **IBAN bank accounts details** are correctly recorded on the debtor’s contact - form, under the :guilabel:`Accounting` tab, and in your own :doc:`Bank Account - <../../bank/setup/bank_accounts>` settings. + form, under the :guilabel:`Accounting` tab, and in your own :doc:`Bank Account <../bank>` settings. SEPA Direct Debit as a payment method ------------------------------------- @@ -125,7 +124,7 @@ Finally, upload this file to your online banking interface to process the paymen .. seealso:: * :doc:`batch` - * :doc:`../../bank/setup/bank_accounts` + * :doc:`../bank` * `List of all SEPA countries `_ * `Sepa guidelines diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd/batch-sdd-batch.png b/content/applications/finance/accounting/payments/batch_sdd/batch-sdd-batch.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch_sdd/batch-sdd-batch.png rename to content/applications/finance/accounting/payments/batch_sdd/batch-sdd-batch.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd/collect.png b/content/applications/finance/accounting/payments/batch_sdd/collect.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch_sdd/collect.png rename to content/applications/finance/accounting/payments/batch_sdd/collect.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd/creditor-identifier.png b/content/applications/finance/accounting/payments/batch_sdd/creditor-identifier.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch_sdd/creditor-identifier.png rename to content/applications/finance/accounting/payments/batch_sdd/creditor-identifier.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/batch_sdd/xml.png b/content/applications/finance/accounting/payments/batch_sdd/xml.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/batch_sdd/xml.png rename to content/applications/finance/accounting/payments/batch_sdd/xml.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/check.rst b/content/applications/finance/accounting/payments/checks.rst similarity index 95% rename from content/applications/finance/accounting/receivables/customer_payments/check.rst rename to content/applications/finance/accounting/payments/checks.rst index beafef4c4..d1aff4a57 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/check.rst +++ b/content/applications/finance/accounting/payments/checks.rst @@ -1,6 +1,6 @@ -==================================== -Register customer payments by checks -==================================== +====== +Checks +====== There are two ways to handle payments received by checks. Odoo support both approaches so that you can use the one that better fits your @@ -59,8 +59,7 @@ on **Register Payment**. Fill in the information about the payment: - Memo: write the Check number -.. image:: check/check02.png - :align: center +.. image:: checks/check02.png This operation will produce the following journal entry: @@ -115,8 +114,7 @@ on **Register Payment**. Fill in the information about the payment: - Memo: write the check number -.. image:: check/check03.png - :align: center +.. image:: checks/check03.png The invoice is marked as paid as soon as you record the check. @@ -147,5 +145,4 @@ report **Bank Reconciliation Report** to verify which checks have been received or paid by the bank. (this report is available from the **More** option from the Accounting dashboard on the related bank account). -.. image:: check/check01.png - :align: center +.. image:: checks/check01.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/check/check01.png b/content/applications/finance/accounting/payments/checks/check01.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/check/check01.png rename to content/applications/finance/accounting/payments/checks/check01.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/check/check02.png b/content/applications/finance/accounting/payments/checks/check02.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/check/check02.png rename to content/applications/finance/accounting/payments/checks/check02.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/check/check03.png b/content/applications/finance/accounting/payments/checks/check03.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/check/check03.png rename to content/applications/finance/accounting/payments/checks/check03.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup.rst b/content/applications/finance/accounting/payments/follow_up.rst similarity index 94% rename from content/applications/finance/accounting/receivables/customer_payments/followup.rst rename to content/applications/finance/accounting/payments/follow_up.rst index 6a706bb79..c4f76105c 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/followup.rst +++ b/content/applications/finance/accounting/payments/follow_up.rst @@ -63,8 +63,7 @@ To know whether a customer usually pays late or not, you can set a trust level b :guilabel:`Good Debtor`, :guilabel:`Normal Debtor`, or :guilabel:`Bad Debtor` on their follow-up report. To do so, click on the bullet next to the customer's name and select a trust level. -.. image:: followup/debtors-trust-level.png - :align: center +.. image:: follow_up/debtors-trust-level.png :alt: Set debtor's trust level Send reminders in batches @@ -75,6 +74,6 @@ select all the reports you would like to process, click on the :guilabel:`Action select :guilabel:`Process follow-ups`. .. seealso:: - - :doc:`../../../../general/in_app_purchase` - - :doc:`../../../../marketing/sms_marketing/pricing/pricing_and_faq` + - :doc:`../../../general/in_app_purchase` + - :doc:`../../../marketing/sms_marketing/pricing/pricing_and_faq` - :doc:`../customer_invoices/snailmail` diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup/debtors-trust-level.png b/content/applications/finance/accounting/payments/follow_up/debtors-trust-level.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/followup/debtors-trust-level.png rename to content/applications/finance/accounting/payments/follow_up/debtors-trust-level.png diff --git a/content/applications/finance/accounting/payables/misc/forecast.rst b/content/applications/finance/accounting/payments/forecast.rst similarity index 100% rename from content/applications/finance/accounting/payables/misc/forecast.rst rename to content/applications/finance/accounting/payments/forecast.rst diff --git a/content/applications/finance/accounting/receivables/customer_payments/recording/information-icon.png b/content/applications/finance/accounting/payments/information-icon.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/recording/information-icon.png rename to content/applications/finance/accounting/payments/information-icon.png diff --git a/content/applications/finance/accounting/bank/interbank.rst b/content/applications/finance/accounting/payments/internal_transfers.rst similarity index 88% rename from content/applications/finance/accounting/bank/interbank.rst rename to content/applications/finance/accounting/payments/internal_transfers.rst index 5d66e4474..1fb6877f7 100644 --- a/content/applications/finance/accounting/bank/interbank.rst +++ b/content/applications/finance/accounting/payments/internal_transfers.rst @@ -1,6 +1,6 @@ -================= -Internal transfer -================= +================== +Internal transfers +================== In Odoo, internal money transfers can be made in a few clicks. You need at least either two bank accounts, two cash journals, or one bank account and one cash journal. @@ -15,7 +15,7 @@ Settings` and then under the :guilabel:`Default Accounts` section. .. note:: At least two bank accounts are needed to make internal transfers. Refer to - :doc:`Bank and cash accounts section ` to see how to add an additional bank + :doc:`Bank and cash accounts section <../bank>` to see how to add an additional bank account to your database. Register an internal transfer from one bank to another @@ -31,7 +31,7 @@ From the Accounting Dashboard, click on the drop-down selection button (:guilabe your banks. In the :guilabel:`New` column click on :guilabel:`Internal Transfer` and enter the information related to the transfer. -.. image:: interbank/internal_transfer.png +.. image:: internal_transfers/internal_transfer.png :align: center :alt: Fill in the information related to your internal transfer @@ -81,7 +81,7 @@ Automated booking - Bank journal (BANK B) journals, because the bank statement confirming the sending and receiving of the money has not been booked yet. -.. image:: interbank/outstanding-payments-receipts.png +.. image:: internal_transfers/outstanding-payments-receipts.png :align: center :alt: Outstanding Payments/Receipts pending bank statement booking @@ -91,21 +91,21 @@ Manage and reconcile bank statements ------------------------------------ The next step is to book the bank statements to finalize the transaction by creating, -:doc:`importing `, or :doc:`synchronizing ` your +:doc:`importing <../bank/transactions>`, or :doc:`synchronizing <../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` button. -.. image:: interbank/transactions-line.png +.. image:: internal_transfers/transactions-line.png :align: center :alt: Transaction lines to be filled in prior to reconciliation .. seealso:: - :doc:`reconciliation/use_cases` + :doc:`../bank/reconciliation` In the next window, choose counterparts for the payment - in this example, the outstanding payment account - then click :guilabel:`Validate`. -.. image:: interbank/bank-reconciliation.png +.. image:: internal_transfers/bank-reconciliation.png :align: center :alt: Reconcile your payment diff --git a/content/applications/finance/accounting/bank/interbank/bank-reconciliation.png b/content/applications/finance/accounting/payments/internal_transfers/bank-reconciliation.png similarity index 100% rename from content/applications/finance/accounting/bank/interbank/bank-reconciliation.png rename to content/applications/finance/accounting/payments/internal_transfers/bank-reconciliation.png diff --git a/content/applications/finance/accounting/bank/interbank/internal_transfer.png b/content/applications/finance/accounting/payments/internal_transfers/internal_transfer.png similarity index 100% rename from content/applications/finance/accounting/bank/interbank/internal_transfer.png rename to content/applications/finance/accounting/payments/internal_transfers/internal_transfer.png diff --git a/content/applications/finance/accounting/bank/interbank/outstanding-payments-receipts.png b/content/applications/finance/accounting/payments/internal_transfers/outstanding-payments-receipts.png similarity index 100% rename from content/applications/finance/accounting/bank/interbank/outstanding-payments-receipts.png rename to content/applications/finance/accounting/payments/internal_transfers/outstanding-payments-receipts.png diff --git a/content/applications/finance/accounting/bank/interbank/transactions-line.png b/content/applications/finance/accounting/payments/internal_transfers/transactions-line.png similarity index 100% rename from content/applications/finance/accounting/bank/interbank/transactions-line.png rename to content/applications/finance/accounting/payments/internal_transfers/transactions-line.png diff --git a/content/applications/finance/accounting/payables/pay/multiple.rst b/content/applications/finance/accounting/payments/multiple.rst similarity index 83% rename from content/applications/finance/accounting/payables/pay/multiple.rst rename to content/applications/finance/accounting/payments/multiple.rst index d303cbc73..e4c874dfb 100644 --- a/content/applications/finance/accounting/payables/pay/multiple.rst +++ b/content/applications/finance/accounting/payments/multiple.rst @@ -7,7 +7,7 @@ reconciliation process. .. seealso:: - :doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage` - - :doc:`/applications/finance/accounting/bank/reconciliation/use_cases` + - :doc:`/applications/finance/accounting/bank/reconciliation` Group payments ============== @@ -44,10 +44,10 @@ Partial group payments with cash discounts In case of **partial group payments with cash discounts**, you can follow the steps found on the :doc:`cash discount documentation page -`. Make sure to +`. Make sure to apply the :doc:`payment terms -` to the **bills** +` to the **bills** *instead* of the invoices. .. seealso:: - :doc:`/applications/finance/accounting/receivables/customer_invoices/payment_terms` + :doc:`/applications/finance/accounting/customer_invoices/payment_terms` diff --git a/content/applications/finance/accounting/payables/pay/multiple/multiple-group-payments.png b/content/applications/finance/accounting/payments/multiple/multiple-group-payments.png similarity index 100% rename from content/applications/finance/accounting/payables/pay/multiple/multiple-group-payments.png rename to content/applications/finance/accounting/payments/multiple/multiple-group-payments.png diff --git a/content/applications/finance/accounting/payables/pay/multiple/register-payment-button.png b/content/applications/finance/accounting/payments/multiple/register-payment-button.png similarity index 100% rename from content/applications/finance/accounting/payables/pay/multiple/register-payment-button.png rename to content/applications/finance/accounting/payments/multiple/register-payment-button.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst b/content/applications/finance/accounting/payments/online.rst similarity index 82% rename from content/applications/finance/accounting/receivables/customer_payments/online_payment.rst rename to content/applications/finance/accounting/payments/online.rst index ac42e6899..5610b2d52 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/online_payment.rst +++ b/content/applications/finance/accounting/payments/online.rst @@ -1,19 +1,19 @@ :show-content: -====================== -Invoice online payment -====================== +=============== +Online payments +=============== .. toctree:: - online_payment/install_portal_patch + online/install_portal_patch To make it more convenient for your customers to pay the invoices you issue, you can activate the **Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This allows your customers to see their invoices online and pay directly with their favorite payment method, making the payment process much easier. -.. image:: online_payment/online-payment-providers.png +.. image:: online/online-payment-providers.png :align: center :alt: Payment provider choice after having clicked on "Pay Now" @@ -36,14 +36,12 @@ After issuing the invoice, click on *Send & Print* and send the invoice by email They will receive an email with a link that redirects them to the invoice on their **Customer Portal**. -.. image:: online_payment/online-payment-view-invoice.png - :align: center +.. image:: online/view-invoice.png :alt: Email with a link to view the invoice online on the Customer Portal. They can choose which Payment Provider to use by clicking on *Pay Now*. -.. image:: online_payment/online-payment-pay-now.png - :align: center +.. image:: online/pay-now.png :alt: "Pay now" button on an invoice in the Customer Portal. .. seealso:: diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst b/content/applications/finance/accounting/payments/online/install_portal_patch.rst similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/online_payment/install_portal_patch.rst rename to content/applications/finance/accounting/payments/online/install_portal_patch.rst diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-providers.png b/content/applications/finance/accounting/payments/online/online-payment-providers.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-providers.png rename to content/applications/finance/accounting/payments/online/online-payment-providers.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-pay-now.png b/content/applications/finance/accounting/payments/online/pay-now.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-pay-now.png rename to content/applications/finance/accounting/payments/online/pay-now.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-view-invoice.png b/content/applications/finance/accounting/payments/online/view-invoice.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/online_payment/online-payment-view-invoice.png rename to content/applications/finance/accounting/payments/online/view-invoice.png diff --git a/content/applications/finance/accounting/payables/pay/check.rst b/content/applications/finance/accounting/payments/pay_checks.rst similarity index 100% rename from content/applications/finance/accounting/payables/pay/check.rst rename to content/applications/finance/accounting/payments/pay_checks.rst diff --git a/content/applications/finance/accounting/payables/pay/sepa.rst b/content/applications/finance/accounting/payments/pay_sepa.rst similarity index 98% rename from content/applications/finance/accounting/payables/pay/sepa.rst rename to content/applications/finance/accounting/payments/pay_sepa.rst index 735ae372e..c7848d1c6 100644 --- a/content/applications/finance/accounting/payables/pay/sepa.rst +++ b/content/applications/finance/accounting/payments/pay_sepa.rst @@ -54,8 +54,7 @@ SCT option when paying your vendor. .. note:: According to the localization package installed, the **SEPA Direct Debit** and **SEPA Credit - Transfer** modules may be installed by default. If not, they need to be :doc:`installed - <../../../../general/apps_modules>`. + Transfer** modules may be installed by default. If not, they need to be :ref:`installed `. Activate SEPA payment methods on banks -------------------------------------- diff --git a/content/applications/finance/accounting/receivables/customer_payments/recording/reconcile-option.png b/content/applications/finance/accounting/payments/reconcile-option.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/recording/reconcile-option.png rename to content/applications/finance/accounting/payments/reconcile-option.png diff --git a/content/applications/finance/accounting/payables/pay/trusted_accounts.rst b/content/applications/finance/accounting/payments/trusted_accounts.rst similarity index 100% rename from content/applications/finance/accounting/payables/pay/trusted_accounts.rst rename to content/applications/finance/accounting/payments/trusted_accounts.rst diff --git a/content/applications/finance/accounting/payables/pay/trusted_accounts/send-money-toggle.png b/content/applications/finance/accounting/payments/trusted_accounts/send-money-toggle.png similarity index 100% rename from content/applications/finance/accounting/payables/pay/trusted_accounts/send-money-toggle.png rename to content/applications/finance/accounting/payments/trusted_accounts/send-money-toggle.png diff --git a/content/applications/finance/accounting/receivables.rst b/content/applications/finance/accounting/receivables.rst deleted file mode 100644 index e444f36c0..000000000 --- a/content/applications/finance/accounting/receivables.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -=================== -Account receivables -=================== - -.. toctree:: - :titlesonly: - - receivables/customer_invoices - receivables/customer_payments diff --git a/content/applications/finance/accounting/receivables/customer_invoices.rst b/content/applications/finance/accounting/receivables/customer_invoices.rst deleted file mode 100644 index afa9e2590..000000000 --- a/content/applications/finance/accounting/receivables/customer_invoices.rst +++ /dev/null @@ -1,18 +0,0 @@ -:nosearch: - -================= -Customer invoices -================= - -.. toctree:: - :titlesonly: - - customer_invoices/overview - customer_invoices/cash_discounts - customer_invoices/cash_rounding - customer_invoices/payment_terms - customer_invoices/deferred_revenues - customer_invoices/credit_notes - customer_invoices/epc_qr_code - customer_invoices/snailmail - customer_invoices/electronic_invoicing diff --git a/content/applications/finance/accounting/receivables/customer_payments.rst b/content/applications/finance/accounting/receivables/customer_payments.rst deleted file mode 100644 index 9517f3dc6..000000000 --- a/content/applications/finance/accounting/receivables/customer_payments.rst +++ /dev/null @@ -1,15 +0,0 @@ -:nosearch: - -================= -Customer payments -================= - -.. toctree:: - :titlesonly: - - customer_payments/recording - customer_payments/online_payment - customer_payments/check - customer_payments/batch - customer_payments/batch_sdd - customer_payments/followup diff --git a/content/applications/finance/accounting/reporting.rst b/content/applications/finance/accounting/reporting.rst index 1a83f5ea2..2f73bd40b 100644 --- a/content/applications/finance/accounting/reporting.rst +++ b/content/applications/finance/accounting/reporting.rst @@ -1,12 +1,156 @@ -:nosearch: +:show-content: ========= Reporting ========= +Main reports available +====================== + +Besides the reports created specifically in each localisation module, a +few very useful **generic** and **dynamic reports** are available for all +countries : + +- **Balance Sheet** +- **Profit and Loss** +- **Executive Summary** +- **General Ledger** +- **Aged Payable** +- **Aged Receivable** +- **Cash Flow Statement** +- **Tax Report** +- **Bank Reconciliation** + +You can annotate every reports to print them and report to your adviser. +Export to xls to manage extra analysis. Drill down in the reports to see +more details (payments, invoices, journal items, etc.). + +You can also compare values with another period. Choose how many periods +you want to compare the chosen time period with. You can choose up to 12 +periods back from the date of the report if you don't want to use the +default **Previous 1 Period** option. + +Balance Sheet +------------- + +The **Balance Sheet** shows a snapshot of the assets, liabilities and equity +of your organisation as at a particular date. + +.. image:: reporting/main_reports09.png + +Profit and Loss +--------------- + +The **Profit and Loss** report (or **Income Statement**) shows your +organisation's net income, by deducting expenses from revenue for the +report period. + +.. image:: reporting/main_reports10.png + +Executive Summary +----------------- + +The **Executive Summary** allows for a quick look at all the important +figures you need to run your company. + +In very basic terms, this is what each of the items in this section is +reporting : + +- **Performance:** + - **Gross profit margin:** + The contribution each individual sale made + by your business less any direct costs needed to make those sales + (things like labour, materials, etc). + - **Net profit margin:** + The contribution each individual sale made by + your business less any direct costs needed to make those sales, + as well as any fixed overheads your company has (things like + rent, electricity, taxes you need to pay as a result of those + sales). + - **Return on investment (p.a.):** + The ratio of net profit made, to the + amount of assets the company used to make those profits. +- **Position:** + - **Average debtor days:** + The average number of days it takes your + customers to pay you (fully), across all your customer invoices. + - **Average creditor days:** + The average number of days it takes you to + pay your suppliers (fully) across all your bills. + - **Short term cash forecast:** + How much cash is expected in or out of + your organisation in the next month i.e. balance of your **Sales + account** for the month less the balance of your **Purchases account** + for the month. + - **Current assets to liabilities:** + Also referred to as **current ratio**, this is the ratio + of current assets (assets that could be + turned into cash within a year) to the current liabilities + (liabilities which will be due in the next year). This is + typically used as as a measure of a company's ability to service + its debt. + +.. image:: reporting/main_reports01.png + +General Ledger +-------------- + +The **General Ledger Report** shows all transactions from all accounts for a +chosen date range. The initial summary report shows the totals for each +account and from there you can view a detailed transaction report or any +exceptions. This report is useful for checking every transaction that +occurred during a certain period of time. + +.. image:: reporting/main_reports05.png + +Aged Payable +------------ + +Run the **Aged Payable Details** report to display information on individual +bills, credit notes and overpayments owed by you, and how long these +have gone unpaid. + +.. image:: reporting/main_reports02.png + +Aged Receivable +--------------- + +The **Aged Receivables** report shows the sales invoices that were awaiting +payment during a selected month and several months prior. + +.. image:: reporting/main_reports07.png + +Cash Flow Statement +------------------- + +The **Cash Flow Statement** shows how changes in balance sheet accounts and +income affect cash and cash equivalents, and breaks the analysis down to +operating, investing and financing activities. + +.. image:: reporting/main_reports03.png + +Tax Report +---------- + +This report allows you to see the **net** and **tax amounts** for all the taxes +grouped by type (sale/purchase). + +.. image:: reporting/main_reports04.png + +Bank Reconciliation +------------------- + +.. image:: reporting/main_reports06.png + .. toctree:: :titlesonly: - reporting/overview - reporting/declarations + reporting/tax_returns + reporting/tax_carryover + reporting/analytic_accounting + reporting/budget + reporting/intrastat + reporting/data_inalterability reporting/silverfin + reporting/customize + reporting/year_end diff --git a/content/applications/finance/accounting/others/analytic_accounting.rst b/content/applications/finance/accounting/reporting/analytic_accounting.rst similarity index 99% rename from content/applications/finance/accounting/others/analytic_accounting.rst rename to content/applications/finance/accounting/reporting/analytic_accounting.rst index 286d9da57..c9a229e10 100644 --- a/content/applications/finance/accounting/others/analytic_accounting.rst +++ b/content/applications/finance/accounting/reporting/analytic_accounting.rst @@ -30,7 +30,7 @@ and fill in the required information: analytic account will be used; - :guilabel:`Currency`: select the currency of the analytic account; -Then, fill in your :doc:`budget ` information. +Then, fill in your :doc:`budget ` information. .. _analytic_accounting/analytic_plans: diff --git a/content/applications/finance/accounting/others/analytic_accounting/analytic_distribution.png b/content/applications/finance/accounting/reporting/analytic_accounting/analytic_distribution.png similarity index 100% rename from content/applications/finance/accounting/others/analytic_accounting/analytic_distribution.png rename to content/applications/finance/accounting/reporting/analytic_accounting/analytic_distribution.png diff --git a/content/applications/finance/accounting/others/analytic_accounting/analytic_plans.png b/content/applications/finance/accounting/reporting/analytic_accounting/analytic_plans.png similarity index 100% rename from content/applications/finance/accounting/others/analytic_accounting/analytic_plans.png rename to content/applications/finance/accounting/reporting/analytic_accounting/analytic_plans.png diff --git a/content/applications/finance/accounting/others/adviser/budget.rst b/content/applications/finance/accounting/reporting/budget.rst similarity index 100% rename from content/applications/finance/accounting/others/adviser/budget.rst rename to content/applications/finance/accounting/reporting/budget.rst diff --git a/content/applications/finance/accounting/others/adviser/budget/analytic-accounts.png b/content/applications/finance/accounting/reporting/budget/analytic-accounts.png similarity index 100% rename from content/applications/finance/accounting/others/adviser/budget/analytic-accounts.png rename to content/applications/finance/accounting/reporting/budget/analytic-accounts.png diff --git a/content/applications/finance/accounting/others/adviser/budget/define-the-budget.png b/content/applications/finance/accounting/reporting/budget/define-the-budget.png similarity index 100% rename from content/applications/finance/accounting/others/adviser/budget/define-the-budget.png rename to content/applications/finance/accounting/reporting/budget/define-the-budget.png diff --git a/content/applications/finance/accounting/others/adviser/budget/smith-and-co-expenses.png b/content/applications/finance/accounting/reporting/budget/smith-and-co-expenses.png similarity index 100% rename from content/applications/finance/accounting/others/adviser/budget/smith-and-co-expenses.png rename to content/applications/finance/accounting/reporting/budget/smith-and-co-expenses.png diff --git a/content/applications/finance/accounting/others/adviser/budget/smith-and-co-revenue.png b/content/applications/finance/accounting/reporting/budget/smith-and-co-revenue.png similarity index 100% rename from content/applications/finance/accounting/others/adviser/budget/smith-and-co-revenue.png rename to content/applications/finance/accounting/reporting/budget/smith-and-co-revenue.png diff --git a/content/applications/finance/accounting/reporting/overview/customize.rst b/content/applications/finance/accounting/reporting/customize.rst similarity index 98% rename from content/applications/finance/accounting/reporting/overview/customize.rst rename to content/applications/finance/accounting/reporting/customize.rst index dbb2450d8..075def90d 100644 --- a/content/applications/finance/accounting/reporting/overview/customize.rst +++ b/content/applications/finance/accounting/reporting/customize.rst @@ -1,6 +1,6 @@ -======================================== -Create a report with customized formulas -======================================== +============== +Custom reports +============== Odoo comes with a powerful and easy-to-use reporting framework. The engine allows you to create new reports, such as **tax reports**, or **balance sheets** and **income statements** with **specific diff --git a/content/applications/finance/accounting/reporting/overview/customize/engine-accounting-reports.png b/content/applications/finance/accounting/reporting/customize/engine-accounting-reports.png similarity index 100% rename from content/applications/finance/accounting/reporting/overview/customize/engine-accounting-reports.png rename to content/applications/finance/accounting/reporting/customize/engine-accounting-reports.png diff --git a/content/applications/finance/accounting/reporting/overview/customize/engine-columns.png b/content/applications/finance/accounting/reporting/customize/engine-columns.png similarity index 100% rename from content/applications/finance/accounting/reporting/overview/customize/engine-columns.png rename to content/applications/finance/accounting/reporting/customize/engine-columns.png diff --git 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-Main reports available -====================== - -Besides the reports created specifically in each localisation module, a -few very useful **generic** and **dynamic reports** are available for all -countries : - -- **Balance Sheet** -- **Profit and Loss** -- **Executive Summary** -- **General Ledger** -- **Aged Payable** -- **Aged Receivable** -- **Cash Flow Statement** -- **Tax Report** -- **Bank Reconciliation** - -You can annotate every reports to print them and report to your adviser. -Export to xls to manage extra analysis. Drill down in the reports to see -more details (payments, invoices, journal items, etc.). - -You can also compare values with another period. Choose how many periods -you want to compare the chosen time period with. You can choose up to 12 -periods back from the date of the report if you don't want to use the -default **Previous 1 Period** option. - -Balance Sheet -------------- - -The **Balance Sheet** shows a snapshot of the assets, liabilities and equity -of your organisation as at a particular date. - -.. image:: main_reports/main_reports09.png - :align: center - -Profit and Loss ---------------- - -The **Profit and Loss** report (or **Income Statement**) shows your -organisation's net income, by deducting expenses from revenue for the -report period. - -.. image:: main_reports/main_reports10.png - :align: center - -Executive Summary ------------------ - -The **Executive Summary** allows for a quick look at all the important -figures you need to run your company. - -In very basic terms, this is what each of the items in this section is -reporting : - -- **Performance:** - - **Gross profit margin:** - The contribution each individual sale made - by your business less any direct costs needed to make those sales - (things like labour, materials, etc). - - **Net profit margin:** - The contribution each individual sale made by - your business less any direct costs needed to make those sales, - as well as any fixed overheads your company has (things like - rent, electricity, taxes you need to pay as a result of those - sales). - - **Return on investment (p.a.):** - The ratio of net profit made, to the - amount of assets the company used to make those profits. -- **Position:** - - **Average debtor days:** - The average number of days it takes your - customers to pay you (fully), across all your customer invoices. - - **Average creditor days:** - The average number of days it takes you to - pay your suppliers (fully) across all your bills. - - **Short term cash forecast:** - How much cash is expected in or out of - your organisation in the next month i.e. balance of your **Sales - account** for the month less the balance of your **Purchases account** - for the month. - - **Current assets to liabilities:** - Also referred to as **current ratio**, this is the ratio - of current assets (assets that could be - turned into cash within a year) to the current liabilities - (liabilities which will be due in the next year). This is - typically used as as a measure of a company's ability to service - its debt. - -.. image:: main_reports/main_reports01.png - :align: center - -General Ledger --------------- - -The **General Ledger Report** shows all transactions from all accounts for a -chosen date range. The initial summary report shows the totals for each -account and from there you can view a detailed transaction report or any -exceptions. This report is useful for checking every transaction that -occurred during a certain period of time. - -.. image:: main_reports/main_reports05.png - :align: center - -Aged Payable ------------- - -Run the **Aged Payable Details** report to display information on individual -bills, credit notes and overpayments owed by you, and how long these -have gone unpaid. - -.. image:: main_reports/main_reports02.png - :align: center - -Aged Receivable ---------------- - -The **Aged Receivables** report shows the sales invoices that were awaiting -payment during a selected month and several months prior. - -.. image:: main_reports/main_reports07.png - :align: center - -Cash Flow Statement -------------------- - -The **Cash Flow Statement** shows how changes in balance sheet accounts and -income affect cash and cash equivalents, and breaks the analysis down to -operating, investing and financing activities. - -.. image:: main_reports/main_reports03.png - :align: center - -Tax Report ----------- - -This report allows you to see the **net** and **tax amounts** for all the taxes -grouped by type (sale/purchase). - -.. image:: main_reports/main_reports04.png - :align: center - -Bank Reconciliation -------------------- - -.. image:: main_reports/main_reports06.png - :align: center diff --git a/content/applications/finance/accounting/reporting/overview/tax_carryover.rst b/content/applications/finance/accounting/reporting/tax_carryover.rst similarity index 100% rename from content/applications/finance/accounting/reporting/overview/tax_carryover.rst rename to content/applications/finance/accounting/reporting/tax_carryover.rst diff --git a/content/applications/finance/accounting/reporting/overview/tax_carryover/belgian-example.png b/content/applications/finance/accounting/reporting/tax_carryover/belgian-example.png similarity index 100% rename from content/applications/finance/accounting/reporting/overview/tax_carryover/belgian-example.png rename to content/applications/finance/accounting/reporting/tax_carryover/belgian-example.png diff --git a/content/applications/finance/accounting/reporting/overview/tax_carryover/pop-up.png b/content/applications/finance/accounting/reporting/tax_carryover/pop-up.png similarity index 100% rename from content/applications/finance/accounting/reporting/overview/tax_carryover/pop-up.png rename to content/applications/finance/accounting/reporting/tax_carryover/pop-up.png diff --git a/content/applications/finance/accounting/reporting/overview/tax_carryover/tax-return.png b/content/applications/finance/accounting/reporting/tax_carryover/tax-return.png similarity index 100% rename from content/applications/finance/accounting/reporting/overview/tax_carryover/tax-return.png rename to content/applications/finance/accounting/reporting/tax_carryover/tax-return.png diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns.rst b/content/applications/finance/accounting/reporting/tax_returns.rst similarity index 96% rename from content/applications/finance/accounting/reporting/declarations/tax_returns.rst rename to content/applications/finance/accounting/reporting/tax_returns.rst index bc35c41fc..3c723ac45 100644 --- a/content/applications/finance/accounting/reporting/declarations/tax_returns.rst +++ b/content/applications/finance/accounting/reporting/tax_returns.rst @@ -40,8 +40,7 @@ To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. Unde :alt: Configure how often tax returns have to be made in Odoo Accounting .. note:: - This is usually configured during the :doc:`app's initial set up - <../../getting_started/initial_configuration/setup>`. + This is usually configured during the :doc:`app's initial set up <../get_started>`. .. _tax-returns/tax-grids: @@ -119,6 +118,6 @@ report to the tax authorities, along with the amount you have to pay or be refun date manually before, as described above. .. seealso:: - * :doc:`../../taxation/taxes/taxes` - * :doc:`../../getting_started/initial_configuration/setup` - * :doc:`../../../fiscal_localizations` + * :doc:`../taxes` + * :doc:`../get_started` + * :doc:`../../fiscal_localizations` diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_grids.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png similarity index 100% rename from content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_grids.png rename to content/applications/finance/accounting/reporting/tax_returns/tax_return_grids.png diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_lock.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_lock.png similarity index 100% rename from content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_lock.png rename to content/applications/finance/accounting/reporting/tax_returns/tax_return_lock.png diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_periodicity.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_periodicity.png similarity index 100% rename from content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_periodicity.png rename to content/applications/finance/accounting/reporting/tax_returns/tax_return_periodicity.png diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_report.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_report.png similarity index 100% rename from content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_report.png rename to content/applications/finance/accounting/reporting/tax_returns/tax_return_report.png diff --git a/content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_taxes.png b/content/applications/finance/accounting/reporting/tax_returns/tax_return_taxes.png similarity index 100% rename from content/applications/finance/accounting/reporting/declarations/tax_returns/tax_return_taxes.png rename to content/applications/finance/accounting/reporting/tax_returns/tax_return_taxes.png diff --git a/content/applications/finance/accounting/taxation/fiscal_year/close_fiscal_year.rst b/content/applications/finance/accounting/reporting/year_end.rst similarity index 78% rename from content/applications/finance/accounting/taxation/fiscal_year/close_fiscal_year.rst rename to content/applications/finance/accounting/reporting/year_end.rst index 4f1178e20..9e21aa539 100644 --- a/content/applications/finance/accounting/taxation/fiscal_year/close_fiscal_year.rst +++ b/content/applications/finance/accounting/reporting/year_end.rst @@ -1,6 +1,6 @@ -=========================================== -Do a year end in Odoo (close a fiscal year) -=========================================== +================ +Year-end closing +================ Before going ahead with closing a fiscal year, there are a few steps one should typically take to ensure that your accounting is correct, up to @@ -19,6 +19,31 @@ date, and accurate: - Corroborate that all **received payments** have been entered and recorded accurately. +.. _year-end/fiscal-years: + +Manage fiscal years +=================== + +In most cases, the fiscal years last 12 months. If it is your case, you +just have to define what is the last day of your fiscal year in the +accounting settings. By default, it is set on the 31st December. + +However, there might be some exceptions. For example, if it is the first +fiscal year of your business, it could last more or less than 12 months. +In this case, some additional configuration is required. + +Go to :menuselection:`accounting --> configuration --> settings` and activate +the fiscal years. + +You can then configure your fiscal years in +:menuselection:`accounting --> configuration --> fiscal years`. + +.. note:: + You only have to create fiscal years if they last more or less + than 12 months. + +.. _year-end/checklist: + Year-end checklist ================== @@ -70,8 +95,9 @@ set under the accounting configuration. This way, the accountant can be confident that nobody is changing the previous year transactions while auditing the books. -.. image:: close_fiscal_year/close_fiscal_year01.png - :align: center +.. image:: year_end/close_fiscal_year01.png + +.. _year-end/closing: Closing the fiscal year ======================= @@ -88,6 +114,3 @@ the **Current Year Earnings**, you should set the **Lock Date** to the last day of the fiscal year. Making sure that before doing so, you confirm whether or not the current year earnings in the **Balance Sheet** is correctly reporting a 0 balance. - -.. seealso:: - * :doc:`fiscal_year` diff --git a/content/applications/finance/accounting/taxation/fiscal_year/close_fiscal_year/close_fiscal_year01.png b/content/applications/finance/accounting/reporting/year_end/close_fiscal_year01.png similarity index 100% rename from content/applications/finance/accounting/taxation/fiscal_year/close_fiscal_year/close_fiscal_year01.png rename to content/applications/finance/accounting/reporting/year_end/close_fiscal_year01.png diff --git a/content/applications/finance/accounting/taxation.rst b/content/applications/finance/accounting/taxation.rst deleted file mode 100644 index 722651241..000000000 --- a/content/applications/finance/accounting/taxation.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -======== -Taxation -======== - -.. toctree:: - :titlesonly: - - taxation/taxes - taxation/fiscal_year diff --git a/content/applications/finance/accounting/taxation/fiscal_year.rst b/content/applications/finance/accounting/taxation/fiscal_year.rst deleted file mode 100644 index ee28c71d4..000000000 --- a/content/applications/finance/accounting/taxation/fiscal_year.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -=========== -Fiscal year -=========== - -.. toctree:: - :titlesonly: - - fiscal_year/fiscal_year - fiscal_year/close_fiscal_year diff --git a/content/applications/finance/accounting/taxation/fiscal_year/fiscal_year.rst b/content/applications/finance/accounting/taxation/fiscal_year/fiscal_year.rst deleted file mode 100644 index d9429b0c7..000000000 --- a/content/applications/finance/accounting/taxation/fiscal_year/fiscal_year.rst +++ /dev/null @@ -1,34 +0,0 @@ -=================== -Manage Fiscal Years -=================== - -In most cases, the fiscal years last 12 months. If it is your case, you -just have to define what is the last day of your fiscal year in the -accounting settings. By default, it is set on the 31st December. - -.. image:: fiscal_year/fiscal_year01.png - :align: center - -However, there might be some exceptions. For example, if it is the first -fiscal year of your business, it could last more or less than 12 months. -In this case, some additional configuration is required. - -Go in :menuselection:`accounting --> configuration --> settings` and activate -the fiscal years. - -.. image:: fiscal_year/fiscal_year02.png - :align: center - -You can then configure your fiscal years in -:menuselection:`accounting --> configuration --> fiscal years`. - -.. image:: fiscal_year/fiscal_year03.png - :align: center - -.. note:: - You only have to create fiscal years if they last more or less - than 12 months. - -.. seealso:: - - * :doc:`close_fiscal_year` diff --git a/content/applications/finance/accounting/taxation/fiscal_year/fiscal_year/fiscal_year01.png b/content/applications/finance/accounting/taxation/fiscal_year/fiscal_year/fiscal_year01.png deleted file mode 100644 index 7def9ae808239a98f7fbbfb0405469172867acbf..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 4997 zcmaJ_S5%W*w@n}*(iISpCJ2ZK0!mlm(2pRXV4+H=p%+1lv>;V_QACP}^w1-{hF%Ok zkc2M1_Yy+j`#I<3{`cYD{V?a+W$m@cSYzzD#`^SJM}v;~CN&5IqI>$csvZagp1ZW8 zsmL!eNh|WfB|%_H+Daf$MH~&uoZ@m0cGuHT29*wQu7N=0py$tCssaCu^R-?i0)cF3 zXt1%dIR}81l@%lsiNRn1V7=!Tq5^?v!U5|5(6b6$n%GMZT+zO~B*1fmE4 zhyZZ7FfoQe_5|A45H5hPmv_Me0bl?a_zJ94T@W^ql{LU>Z&MKhH$L`t0O)G0!5;w! zi@54lptZUZgIl~H?gFPvz(VI400dSp&u(5u!j868mm$gkU}wCksHmi2iwI0&$7VMP zm!6At&QASq zY3?3!wy`-{9*M~=N3Q}i1fX?vX?uAF-C9S&G~jkfH8m|mi$}oWr`87+fZ*yPJms@6rrVm7B{;IbN^aYT#X&W4D18bt>yMn zjhLBr$FM?&w83aM*vuHF6+MisC^_1kTkfwRtl@u;VyaOC%S7N?36ivmE~*{a{4?0l zfli8vZ>X;BSiGnzDk)D3uIQTY861iAd$%>+TU6b%KU()2iJX|2sf1tV#i6|%;pXO^ zAM1%imXu~Ex&^1!4DHtE#3Czlvy-9_$c|-9YiZ-?!F+F0YX0bG>(auEjaTj#wz;gn zJ8$CL$I-q$);6(obLfW;X|bURdx%}w`;=PT^4as`kQpzG1Xl|(S%e}Eq8#}RS_jk^RP>5G>~3-B zRYz}?DSyS5-L2n_tn_d*zaUo{p*WLZbC;u~3>iQ{i_!$Zx5gd1$n`@L_bEFpsl7#~ z{b$e3j&_}h?VRO~;PcH-aJtwZ6yq&zEOM&tq-HDPHW)S7e*A&@CGQJe!#w-Jxbn9N zV0W5TSR91(NZvfW38^__HP*gSw(~OZ=!hI{o<#8~Hq-DZe|?*wWva+DLzFC8^hf5C z2dY>uoA7kU>SOxM3e4{8?}=?E@faQmI`-)|o)T&WlaeRI>SNMFi->=ZLw4IDqOWQG zR2gN-VlXlk5s+WLHo}-^cBt^VVBci<^|>igSWs3Zuk`Ro>K0MVFZjqT`gSD6XBbGG z7s^cbUw~RAgG4K%bd_@nrqkV5(r>O!uofg55lQiHe&wjSo+m-|?V}j=?{*yOwtp4D{Z_ zYm{BI^;FOpt?joYeo&G8K?s=PnETKcu0j9U#=VK>tm(}vv0&d8ZYnPHXry~K)Tn}2 zrH3irA;XOv>hR;%qBdNHBAdeUt;Ew9nw|vi4*uGA$z=CKg;EsNS-B=4Z`uz!*_~7S z?;r{lDDHhjhe_jI{oA|Boju*GSA_eWc5n8l***I*zyozBI4P_nZj!O%;up%DXJc8 z<;DSZ7|Us^Xs{>!t;gBO{@h9*WL)&1Iwuqi)yKjID$7fHhr>My*WHz`o>{~$kCn&N zxmU-&0N;1G2#TLPW@-G}PqQiDn0C+pyI=uGKjd97|6@m(^Fj_qBRhS{WbjQpbGcsE z-ve#xL~BQ99ceaGDLWe4Y_|Eq0p)Audh8S7e;-ytybm}hrlh#o@IsR7`BKj8Y0VGP z9w|c{cfmjpm;24q))fobc6u})*OWvcjnge@D+idfNf%k0Gg(on-8H%Fzx`f4hfVCi zli=Lt?di0D(JBaJbS>f-19O$z(@T^WNEF-TkBOB#xU+~W1aZ#5Rnxx?-6vpOo?qjVhoaMeT(WP>o-Fl22^*yC;t9x+8#EibHfTMHc z?F^R(i7WE9EObU9|4*dl$1~o~L4n6I0LoeXQ5Z22UO1L8l*)>xyne4AssMQ_0zSUO z2YqYa;?;j5-PfuO*Z!qJqs$q7uU^;|#%tPX#cFqbZjDvOkRsa{QqRVLS}3_QVYp}V z+Nt#98AZ8`{yak7H(U>M4_c=rZ^S2>YVi=MgrAv%t9=x&_S5jRvoE+69Y{6DJkCha zpukmpb+1u$?)(nsZvK^(Pv~;uFSU%}Gwl`M&%1xea%zy>rfOB%(4HXOky$N5VsF zukX})+eT<}4d~!MKtyDO)Rpz@|NI+rF6d2XcJ@LCTUu8qV@WAV+lAL?o!+a%pZBKx zaXh2{y8gMPC-JCv+gWb~JvBCnNl`<_>FqpJ!p`-1h=Z;)5{ zQWOSXW{eYb5O)kOzGGJ$t6N*s{#C5@#080RIZ1^fBGDxROi~mJJoE<6@mtnE$FSzx+snVG)kc=E|{s1 zn3Q(oN?LT7+-OKe!(8K#tJRAf**sZULD6vTk(aL~@YB8p-Q)^ikkq89ACx9$&6c0* zZ9k~$Y~#wq$(QNE!dugpqQ2NLU#4oUxJz%e_b{f;Zh@)Ae7TQ53H@U|g&+J{Sfe{= zT79?BM}O$XkwouRaW7Rrhp-A$dBIOy4Ld2Had#ytSqyO!cWc~o%^2W@dxlrbA476e z-m8Pr_nt8Xw@;F~8HNib=V=aAXDuA|gyP@+i>&r)kl0+s{KlKIeJKwC2dnky+d&cjxI{n|c z^8HwXHGc-*G4iq2V-#Lgtl|x`agJVBy|Tr$L+=H#bLe$>BOvcM&>s4YRY>r;fjxgq zTid%d$vQDX`J77X-%Lv_!lAYbkoOf5>S#!XYPd;I_3czZLO~ljPCPlD_8blE@ac$I z?|<8uV64~|E?t_>Rx-PxDTdoQ&X1$fAGA44wkUiS<+`DGdSXB5`eV8s?Dd}d@)zzs zr!F6INUTI!?+bZ(;-`%l4O$6r-9 zFcM*r55N9KJi-JVY%{H7eiRRav)iZULh$G{+P7W zop|lkt#I}{@pIVCcv;E(1n#@Eway@SskO7 zreu9&C|p{SVW+YT9%e?0=61)-T7m653qiva5Kh9XfD>run~O|S^Vg^S<>ggldCPiV zH=CCPq)j@*-tV>g;{KA}!Q?K2Sy>-sJREtkrwYbKRG6age%RCK#8J)GhFeDtgmEdT275{`s-Mivv06!V_m8^3S6Y_Qi%O%6@(CD$Lj^6U)$`+i9fq5 zGN;KJb8nd8p1$ZN?bx;iPYiXj-v!GTI2~_Xu<6x$@7-7mX>FP90_$Lj-(JNBR^CO0 z7sL$plqSm*nK-h9yk&8QkbACE%>k$<;dMEc(~&{)5{O);MvtuloyR!dC)Tw$U8ml} zGPB-L{h%0-H-z(})jl7wOtlU^paYNB7|6L$=1H{-z7GuIb}wOa zlqCno=;JR^R?j#L3MfrXgyaZs)XF?k4NbpT58u*t?C{LTvnTCu)?YjMdL_T{+uWNc z^p<*CpRQ!8x1ml*!YCReGQV4F$zYYrS3HfUjg~CX#^4=OuU@#A4!&=?25*@TU0D8| z?!|q?T=ijL`?j+yKUwpQOfE+}JI>uCL{|_S_+hs{OIpBejn6s8ZjGMXO|0i_U33NV z>up!|dmt6&^B%_aQ05yZlA~r%M!4MzD5CSn2^lnHU4vi2-E{Xrlh?s!U3=f2JS7XT z-yO`7B51ye2?H_I@~qwDEBDZT_2pS)bu`=EvYucrimVBBQ`YZLY2Q+(#6pVb7aqrQ zrw7O=8zNeb+?dAol(ZGBFRk{mdHdniud_zJ$kHMDIi9dT2A>VOmQ5aSNs2pB6K)lR z`t^#0Eg8J8OUym99)M{&WCApa(2A2gU*Hl93IqFm61b-=M&do!`vwAzClZyevVAO; 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For example, Odoo prefills the **Taxes** field with the -Default Taxes when you create a new product or add a new line on an invoice. - -.. image:: default_taxes/default-taxes-invoice-line.png - :align: center - :alt: Odoo fills out the Tax field automatically according to the Default Taxes - -.. important:: - :doc:`Fiscal Positions ` take the Default Tax into account. Therefore, if a - Fiscal Position is applied to an invoice, Odoo applies the related tax instead of the Default - Taxes, as mapped in the Fiscal Position. - -Configuration -============= - -**Default Taxes** are automatically set up according to the country selected at the creation of your -database, or when you set up a :ref:`fiscal localization package ` -for your company. - -To change your **Default Taxes**, go to :menuselection:`Accounting --> Configuration --> Settings ---> Taxes --> Default Taxes`, select the appropriate taxes for your default **Sales Tax** and -**Purchase Tax**, and click on *Save*. - -.. image:: default_taxes/default-taxes-configuration.png - :align: center - :alt: Define which taxes to use by default on Odoo - -.. note:: - Databases with multiple companies: the Default Taxes values are company-specific. - -.. seealso:: - - - :doc:`taxes` - - :doc:`fiscal_positions` - - :doc:`../../../fiscal_localizations` diff --git a/content/applications/finance/accounting/taxation/taxes/taxes.rst b/content/applications/finance/accounting/taxes.rst similarity index 83% rename from content/applications/finance/accounting/taxation/taxes/taxes.rst rename to content/applications/finance/accounting/taxes.rst index 3cf806755..0eec51467 100644 --- a/content/applications/finance/accounting/taxation/taxes/taxes.rst +++ b/content/applications/finance/accounting/taxes.rst @@ -1,3 +1,5 @@ +:show-content: + ===== Taxes ===== @@ -6,6 +8,30 @@ There are numerous types of **taxes**, and their application varies greatly, dep your company's localization. To make sure they are recorded with accuracy, Odoo's tax engine supports all kinds of uses and computations. +.. _taxes/default: + +Default taxes +============= + +**Default Taxes** define which taxes are automatically selected when there is no +other indication about which tax to use. For example, Odoo prefills the **Taxes** field with the +Default Taxes when you create a new product or add a new line on an invoice. + +.. image:: taxes/default-invoice-line.png + :alt: Odoo fills out the Tax field automatically according to the Default Taxes + +To change your **Default Taxes**, go to :menuselection:`Accounting --> Configuration --> Settings +--> Taxes --> Default Taxes`, select the appropriate taxes for your default **Sales Tax** and +**Purchase Tax**, and click on *Save*. + +.. image:: taxes/default-configuration.png + :alt: Define which taxes to use by default on Odoo + +.. note:: + **Default Taxes** are automatically set up according to the country selected at the creation of + your database, or when you set up a :ref:`fiscal localization package + ` for your company. + .. _taxes/list_activation: Activate Sales Taxes from the List view @@ -18,8 +44,7 @@ activated by default, so that you can activate only the ones relevant for your b To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> Taxes` and use the *Activate* toggle button to activate or deactivate a tax. -.. image:: taxes/taxes-list.png - :align: center +.. image:: taxes/list.png :alt: Activate pre-configured taxes in Odoo Accounting .. _taxes/configuration: @@ -30,8 +55,7 @@ Configuration To edit or create a **Tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open a tax or click on *Create*. -.. image:: taxes/taxes-edit.png - :align: center +.. image:: taxes/edit.png :alt: Edition of a tax in Odoo Accounting .. _taxes/labels: @@ -155,8 +179,7 @@ Definition tab Allocate with precision the amount of the taxable basis or percentages of the computed tax to multiple accounts and Tax Grids. -.. image:: taxes/taxes-definition.png - :align: center +.. image:: taxes/definition.png :alt: Allocate tax amounts to the right accounts and tax grids - **Based On**: @@ -165,7 +188,7 @@ multiple accounts and Tax Grids. - % of tax: a percentage of the computed tax. - **Account**: if defined, an additional Journal Item is recorded. -- **Tax Grids**: used to generate :doc:`Tax Reports <../../reporting/declarations/tax_returns>` +- **Tax Grids**: used to generate :doc:`Tax Reports ` automatically, according to your country's regulations. .. _taxes/advanced-tab: @@ -182,8 +205,7 @@ The label of the tax, as displayed on each invoice line in the **Taxes** column. :ref:`label ` visible to *front end* users, on exported invoices, on their Customer Portals, etc. -.. image:: taxes/taxes-invoice-label.png - :align: center +.. image:: taxes/invoice-label.png :alt: The Label on Invoices is displayed on each invoice line .. _taxes/tax-group: @@ -195,10 +217,9 @@ Select to which **Tax Group** the tax belongs. The Tax Group name is the :ref:`l ` displayed above the *Total* line on exported invoices, and the Customer Portals. Tax groups include different iterations of the same tax. This can be useful when you must record -differently the same tax according to :doc:`Fiscal Positions `. +differently the same tax according to :doc:`Fiscal Positions `. -.. image:: taxes/taxes-invoice-tax-group.png - :align: center +.. image:: taxes/invoice-tax-group.png :alt: The Tax Group name is different from the Label on Invoices In the example above, we see a 0% tax for Intra-Community customers in Europe. It records amounts on @@ -235,7 +256,7 @@ For example, a product has a Sales Price of $1000, and we apply a *10% of Price* .. note:: If you need to define prices accurately, both tax-included and tax-excluded, please refer to the - following documentation: :doc:`B2B_B2C`. + following documentation: :doc:`taxes/B2B_B2C`. .. note:: - **Invoices**: By default, the Line Subtotals displayed on your invoices are *Tax-Excluded*. To @@ -257,8 +278,7 @@ the same product. You can configure a new :ref:`Group of Taxes ` to include this tax, or add it directly to a product line. -.. image:: taxes/taxes-subsequent-line.png - :align: center +.. image:: taxes/subsequent-line.png :alt: The eco-tax is taken into the basis of the 21% VAT tax .. warning:: @@ -269,13 +289,24 @@ directly to a product line. To reorder the sequence, go to :menuselection:`Accounting --> Configuration --> Taxes`, and drag and drop the lines with the handles next to the tax names. - .. image:: taxes/taxes-list-sequence.png - :align: center + .. image:: taxes/list-sequence.png :alt: The taxes' sequence in Odoo determines which tax is applied first .. seealso:: - - :doc:`fiscal_positions` - - :doc:`B2B_B2C` - - :doc:`taxcloud` - - :doc:`../../reporting/declarations/tax_returns` + - :doc:`taxes/fiscal_positions` + - :doc:`taxes/B2B_B2C` + - :doc:`taxes/taxcloud` + - :doc:`reporting/tax_returns` + +.. toctree:: + :titlesonly: + + taxes/cash_basis + taxes/retention + taxes/vat_validation + taxes/fiscal_positions + taxes/avatax + taxes/taxcloud + taxes/eu_distance_selling + taxes/B2B_B2C diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst b/content/applications/finance/accounting/taxes/B2B_B2C.rst similarity index 97% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst rename to content/applications/finance/accounting/taxes/B2B_B2C.rst index 61cea001f..1dfd01548 100644 --- a/content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst +++ b/content/applications/finance/accounting/taxes/B2B_B2C.rst @@ -1,6 +1,6 @@ -=========================================================== -Manage prices for B2B (tax excluded) and B2C (tax included) -=========================================================== +================================================= +B2B (tax excluded) and B2C (tax included) pricing +================================================= When working with consumers, prices are usually expressed with taxes included in the price (e.g., in most eCommerce). But, when you work in a diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B01.png b/content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B01.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B01.png rename to content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B01.png diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B02.png b/content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B02.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B02.png rename to content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B02.png diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B03.png b/content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B03.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B03.png rename to content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B03.png diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B04.png b/content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B04.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B04.png rename to content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B04.png diff --git a/content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B05.png b/content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B05.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/B2B_B2C/price_B2C_B2B05.png rename to content/applications/finance/accounting/taxes/B2B_B2C/price_B2C_B2B05.png diff --git a/content/applications/finance/accounting/taxation/taxes/avatax.rst b/content/applications/finance/accounting/taxes/avatax.rst similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax.rst rename to content/applications/finance/accounting/taxes/avatax.rst diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/avatax-category.png b/content/applications/finance/accounting/taxes/avatax/avatax-category.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax/avatax-category.png rename to content/applications/finance/accounting/taxes/avatax/avatax-category.png diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/avatax-configuration-settings.png b/content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax/avatax-configuration-settings.png rename to content/applications/finance/accounting/taxes/avatax/avatax-configuration-settings.png diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/choose-customer-address.png b/content/applications/finance/accounting/taxes/avatax/choose-customer-address.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax/choose-customer-address.png rename to content/applications/finance/accounting/taxes/avatax/choose-customer-address.png diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/override-avatax-product-category.png b/content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax/override-avatax-product-category.png rename to content/applications/finance/accounting/taxes/avatax/override-avatax-product-category.png diff --git a/content/applications/finance/accounting/taxation/taxes/avatax/validate-customer-address.png b/content/applications/finance/accounting/taxes/avatax/validate-customer-address.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/avatax/validate-customer-address.png rename to content/applications/finance/accounting/taxes/avatax/validate-customer-address.png diff --git a/content/applications/finance/accounting/taxation/taxes/cash_basis_taxes.rst b/content/applications/finance/accounting/taxes/cash_basis.rst similarity index 96% rename from content/applications/finance/accounting/taxation/taxes/cash_basis_taxes.rst rename to content/applications/finance/accounting/taxes/cash_basis.rst index 5d8d982dd..5160201a8 100644 --- a/content/applications/finance/accounting/taxation/taxes/cash_basis_taxes.rst +++ b/content/applications/finance/accounting/taxes/cash_basis.rst @@ -20,7 +20,7 @@ Then, define the :guilabel:`Tax Cash Basis Journal`. Click on the external link journal to update its default properties such as the :guilabel:`Journal Name`, :guilabel:`Type` or :guilabel:`Short Code`. -.. image:: cash_basis_taxes/tax_cash_basis_journal.png +.. image:: cash_basis/tax_cash_basis_journal.png :align: center :alt: Select your Tax Cash Basis Journal and click on the external link @@ -35,7 +35,7 @@ clicking on it. The :guilabel:`Account` column reflects the proper transitional accounts to post taxes until the payment is registered. -.. image:: cash_basis_taxes/account_column.png +.. image:: cash_basis/account_column.png :align: center :alt: Fill in the account column with a transitional accounts where taxes go until the payment is registered @@ -45,7 +45,7 @@ In the :guilabel:`Advanced Options` tab, decide of the :guilabel:`Tax Exigilibit then also define the :guilabel:`Cash Basis Transition Account` where the tax amount is recorded as long as the original invoice has not been reconciled. -.. image:: cash_basis_taxes/advanced_options.png +.. image:: cash_basis/advanced_options.png :align: center :alt: Fill in the Cash Basis Transition Account where taxes amounts go until payment reconciliation. @@ -56,7 +56,7 @@ Impact of cash basis taxes on accounting To illustrate the impact of cash basis taxes on accounting transactions, let's take an example with the sales of a product that costs 1,000$, with a cash basis tax of 15%. -.. image:: cash_basis_taxes/customer_invoice_with_cbt.png +.. image:: cash_basis/customer_invoice_with_cbt.png :align: center :alt: diff --git a/content/applications/finance/accounting/taxation/taxes/cash_basis_taxes/account_column.png b/content/applications/finance/accounting/taxes/cash_basis/account_column.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/cash_basis_taxes/account_column.png rename to content/applications/finance/accounting/taxes/cash_basis/account_column.png diff --git a/content/applications/finance/accounting/taxation/taxes/cash_basis_taxes/advanced_options.png b/content/applications/finance/accounting/taxes/cash_basis/advanced_options.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/cash_basis_taxes/advanced_options.png rename to content/applications/finance/accounting/taxes/cash_basis/advanced_options.png diff --git 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note:: This remains true even if your organization is located outside of the European Union. -While this regulation mainly applies to :doc:`eCommerce <../../../../websites/ecommerce>` sales to +While this regulation mainly applies to :doc:`eCommerce <../../../websites/ecommerce>` sales to private EU consumers, it is also valid for mail order sales and telesales. The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and @@ -18,7 +18,7 @@ declare their intra-community distance sales. Each EU member state integrates an The **EU intra-community Distance Selling** feature helps your organization comply with this regulation by creating and configuring new :doc:`fiscal positions ` and -:doc:`taxes ` based on your company's country. +:doc:`taxes <../taxes>` based on your company's country. .. seealso:: - `European Commission: OSS | Taxation and Customs Union @@ -66,4 +66,4 @@ Distance Selling` and click on the *Refresh tax mapping* button. .. seealso:: - :doc:`fiscal_positions` - - :doc:`taxes` + - :doc:`../taxes` diff --git a/content/applications/finance/accounting/taxation/taxes/eu_distance_selling/enable-feature.png b/content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/eu_distance_selling/enable-feature.png rename to content/applications/finance/accounting/taxes/eu_distance_selling/enable-feature.png diff --git a/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxes/fiscal_positions.rst similarity index 99% rename from content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst rename to content/applications/finance/accounting/taxes/fiscal_positions.rst index 54e34d785..5d3de50fb 100644 --- a/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst +++ b/content/applications/finance/accounting/taxes/fiscal_positions.rst @@ -108,6 +108,6 @@ To manually select which Fiscal Position to use for a new Sales Order, Invoice, .. seealso:: - * :doc:`taxes` + * :doc:`../taxes` * :doc:`taxcloud` * :doc:`B2B_B2C` diff --git a/content/applications/finance/accounting/taxation/taxes/fiscal_positions/fiscal-positions-automatic.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-automatic.png similarity index 100% rename from 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group. .. seealso:: - * :doc:`taxes` + * :doc:`../taxes` diff --git a/content/applications/finance/accounting/taxation/taxes/retention/retention01.png b/content/applications/finance/accounting/taxes/retention/retention01.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/retention/retention01.png rename to content/applications/finance/accounting/taxes/retention/retention01.png diff --git a/content/applications/finance/accounting/taxation/taxes/retention/retention02.png b/content/applications/finance/accounting/taxes/retention/retention02.png similarity index 100% rename from content/applications/finance/accounting/taxation/taxes/retention/retention02.png rename to content/applications/finance/accounting/taxes/retention/retention02.png diff --git a/content/applications/finance/accounting/taxation/taxes/retention/retention03.png b/content/applications/finance/accounting/taxes/retention/retention03.png similarity index 100% rename from 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b/content/applications/finance/accounting/vendor_bills.rst similarity index 91% rename from content/applications/finance/accounting/getting_started/process_overview/supplier_bill.rst rename to content/applications/finance/accounting/vendor_bills.rst index 82191220f..e53f8be7d 100644 --- a/content/applications/finance/accounting/getting_started/process_overview/supplier_bill.rst +++ b/content/applications/finance/accounting/vendor_bills.rst @@ -1,6 +1,8 @@ -=========================== -From vendor bill to payment -=========================== +:show-content: + +============ +Vendor bills +============ In Odoo, we can register vendor bills **manually** or **automatically**, while the **Aged Payable report** provides an overview of all outstanding bills to help us pay the correct @@ -44,14 +46,15 @@ appropriately completed: :guilabel:`Memo` field. - :guilabel:`Recipient Bank`: to indicate to which account number the payment has to be made. - :guilabel:`Due Date` or :guilabel:`Terms` to pay the bill. -- :guilabel:`Journal`: select in which journal the bill should be recorded and the :doc:`Currency <../../others/multi_currency>`. +- :guilabel:`Journal`: select in which journal the bill should be recorded and the :doc:`Currency + `. -.. image:: supplier_bill/bill-completion.png +.. image:: vendor_bills/bill-completion.png :align: center :alt: filling the vendor bill .. note:: - - Bills can be :doc:`digitized <../../payables/supplier_bills/invoice_digitization>` for + - Bills can be :doc:`digitized ` for automatic completion by clicking :guilabel:`Send for Digitization`. - If you upload the bill, the PDF document is displayed on the right of the screen, allowing you to easily fill in the bill information. @@ -77,7 +80,7 @@ automatically if the :guilabel:`Payment Reference` has been set correctly in the the field is empty, we recommend you select the vendor invoice number as a reference. Once confirmed, an :guilabel:`In Payment` banner appears on the bill until it is :doc:`reconciled -<../../bank/reconciliation/use_cases>`. +`. Aged payable report =================== @@ -95,3 +98,10 @@ dates, etc. - You might receive several bills for the same purchase order if your vendor is in back-order and is sending you invoices as they ship the products, or if your vendor is sending you a partial bill or asking for a deposit. + +.. toctree:: + :titlesonly: + + vendor_bills/invoice_digitization + vendor_bills/assets + vendor_bills/deferred_expenses diff --git a/content/applications/finance/accounting/payables/supplier_bills/assets.rst b/content/applications/finance/accounting/vendor_bills/assets.rst similarity index 99% rename from content/applications/finance/accounting/payables/supplier_bills/assets.rst rename to content/applications/finance/accounting/vendor_bills/assets.rst index f76425a45..5b112978a 100644 --- a/content/applications/finance/accounting/payables/supplier_bills/assets.rst +++ b/content/applications/finance/accounting/vendor_bills/assets.rst @@ -253,4 +253,4 @@ You have three choices for the **Automate Assets** field: fully automate its purchase. (see: :ref:`product-assets-account`). .. seealso:: - * :doc:`../../getting_started/initial_configuration/chart_of_accounts` + * :doc:`../get_started/chart_of_accounts` diff --git a/content/applications/finance/accounting/payables/supplier_bills/assets/assets01.png b/content/applications/finance/accounting/vendor_bills/assets/assets01.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/assets/assets01.png rename to content/applications/finance/accounting/vendor_bills/assets/assets01.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/assets/assets02.png b/content/applications/finance/accounting/vendor_bills/assets/assets02.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/assets/assets02.png rename to content/applications/finance/accounting/vendor_bills/assets/assets02.png diff --git 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a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst b/content/applications/finance/accounting/vendor_bills/deferred_expenses.rst similarity index 99% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst rename to content/applications/finance/accounting/vendor_bills/deferred_expenses.rst index 44e317926..e929250ac 100644 --- a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst +++ b/content/applications/finance/accounting/vendor_bills/deferred_expenses.rst @@ -192,4 +192,4 @@ You have three choices for the **Automate Deferred Expense** field: products`_). .. seealso:: - * :doc:`../../getting_started/initial_configuration/chart_of_accounts` + * :doc:`../get_started/chart_of_accounts` diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses01.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses01.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses01.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses01.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses02.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses02.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses02.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses02.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses03.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses03.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses03.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses03.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses04.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses04.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses04.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses04.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses05.png 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b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses07.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses07.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses07.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses08.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses08.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses08.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses08.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses09.png b/content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses09.png similarity index 100% rename from content/applications/finance/accounting/payables/supplier_bills/deferred_expenses/deferred_expenses09.png rename to content/applications/finance/accounting/vendor_bills/deferred_expenses/deferred_expenses09.png diff --git a/content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst b/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst similarity index 97% rename from content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst rename to content/applications/finance/accounting/vendor_bills/invoice_digitization.rst index e67f540d5..53a879fd0 100644 --- a/content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst +++ b/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst @@ -52,7 +52,7 @@ The email alias is now available in the :guilabel:`Advanced Settings` tab of the sent to this address will be converted automatically into new invoices or bills. .. note:: - If you use the :doc:`Documents <../../../documents>` app, you can automatically send your scanned + If you use the :doc:`Documents <../../documents>` app, you can automatically send your scanned invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`). The default email aliases `vendor-bills@` and `customer-invoices@` followed by the diff --git a/content/applications/finance/documents.rst b/content/applications/finance/documents.rst index b5fc07c06..c88d0091b 100644 --- a/content/applications/finance/documents.rst +++ b/content/applications/finance/documents.rst @@ -209,4 +209,4 @@ digitize, click on :guilabel:`Create Bill`, :guilabel:`Create Customer Invoice` :guilabel:`Create credit note`, and then click on :guilabel:`Send for Digitization`. .. seealso:: - :doc:`AI-powered document digitization <../finance/accounting/payables/supplier_bills/invoice_digitization>` + :doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>` diff --git a/content/applications/finance/expenses.rst b/content/applications/finance/expenses.rst index 3ec32cca7..12af778f3 100644 --- a/content/applications/finance/expenses.rst +++ b/content/applications/finance/expenses.rst @@ -163,8 +163,8 @@ To record the payment or pay by check, click *Register a Payment*. See how you can easily manage the payment process in Odoo: -* :doc:`accounting/payables/pay/check` -* :doc:`accounting/payables/pay/sepa` +* :doc:`accounting/payments/pay_checks` +* :doc:`accounting/payments/pay_sepa` How to re-invoice expenses to your customers diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index 3ae9c9c78..3b98b5123 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/content/applications/finance/fiscal_localizations.rst @@ -40,8 +40,8 @@ These packages require you to fine-tune your chart of accounts according to your taxes you use, and configure your country-specific statements and certifications. .. seealso:: - - :doc:`accounting/getting_started/initial_configuration/chart_of_accounts` - - :doc:`accounting/taxation/taxes/taxes` + - :doc:`accounting/get_started/chart_of_accounts` + - :doc:`accounting/taxes` .. _fiscal_localizations/countries-list: diff --git a/content/applications/finance/fiscal_localizations/ecuador.rst b/content/applications/finance/fiscal_localizations/ecuador.rst index a460ec348..9751f3151 100644 --- a/content/applications/finance/fiscal_localizations/ecuador.rst +++ b/content/applications/finance/fiscal_localizations/ecuador.rst @@ -54,7 +54,7 @@ localization: - `l10n_ec_edi` - Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents - <../accounting/receivables/customer_invoices/electronic_invoicing>`, based on the Technical + <../accounting/customer_invoices/electronic_invoicing>`, based on the Technical documentation published by the SRI. The authorized documents are: Invoices, Credit Notes, Debit Notes, Withholdings and Purchase liquidations. @@ -176,7 +176,7 @@ Customer Invoice, Credit Notes and Debit Notes need to use the same journal as t enable it for Ecuador. .. seealso:: - :doc:`../accounting/receivables/customer_invoices/electronic_invoicing` + :doc:`../accounting/customer_invoices/electronic_invoicing` Withholding ----------- @@ -236,7 +236,7 @@ Configure master data Chart of accounts ~~~~~~~~~~~~~~~~~ -The :doc:`chart of accounts <../accounting/getting_started/initial_configuration/chart_of_accounts>` +The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in Taxes, Default Account Payable, Default Account Receivable. @@ -357,7 +357,7 @@ documents can be created from your sales order or manually. They must contain th Customer credit note ~~~~~~~~~~~~~~~~~~~~ -The :doc:`Customer credit note <../accounting/receivables/customer_invoices/credit_notes>` is an +The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to SRI. It is necessary to have a validated (posted) invoice in order to register a credit note. On the invoice there is a button named :guilabel:`Credit note`, click on this button to be directed to the :guilabel:`Create credit note` diff --git a/content/applications/finance/fiscal_localizations/egypt.rst b/content/applications/finance/fiscal_localizations/egypt.rst index f8fe1b54e..17729f203 100644 --- a/content/applications/finance/fiscal_localizations/egypt.rst +++ b/content/applications/finance/fiscal_localizations/egypt.rst @@ -122,7 +122,7 @@ Most of these codes are handled automatically by Odoo, provided that your :ref:` .. seealso:: - `Egyptian eInvoicing & eReceipt SDK - Code Tables `_ - - :doc:`../accounting/taxation/taxes/taxes` + - :doc:`../accounting/taxes` .. _egypt/e-invoicing-branches: diff --git a/content/applications/finance/fiscal_localizations/hong_kong.rst b/content/applications/finance/fiscal_localizations/hong_kong.rst index 4afe616bc..55f473cc0 100644 --- a/content/applications/finance/fiscal_localizations/hong_kong.rst +++ b/content/applications/finance/fiscal_localizations/hong_kong.rst @@ -44,7 +44,7 @@ Number/Email Address` field depending on the type you chose. :alt: FPS bank account configuration .. seealso:: - :doc:`../accounting/bank/setup/bank_accounts` + :doc:`../accounting/bank` Bank journal configuration -------------------------- diff --git a/content/applications/finance/fiscal_localizations/india.rst b/content/applications/finance/fiscal_localizations/india.rst index 9a45849df..5749dd17a 100644 --- a/content/applications/finance/fiscal_localizations/india.rst +++ b/content/applications/finance/fiscal_localizations/india.rst @@ -352,7 +352,7 @@ Return Period** if it does not exist. GST Return file-in is done in **three step .. note:: **Tax Return Periodicity** can be - :doc:`configured <../accounting/reporting/declarations/tax_returns>` according to the user's + :doc:`configured <../accounting/reporting/tax_returns>` according to the user's needs. .. _india/gstr-1: diff --git a/content/applications/finance/fiscal_localizations/italy.rst b/content/applications/finance/fiscal_localizations/italy.rst index 13de86b29..cef7c5fc1 100644 --- a/content/applications/finance/fiscal_localizations/italy.rst +++ b/content/applications/finance/fiscal_localizations/italy.rst @@ -99,7 +99,7 @@ XML file can be found in the **chatter** of the invoice. :alt: Electronic invoicing status (waiting for confirmation) .. seealso:: - :doc:`../accounting/receivables/customer_invoices/electronic_invoicing` + :doc:`../accounting/customer_invoices/electronic_invoicing` File processing authorization (Odoo) ------------------------------------ diff --git a/content/applications/finance/fiscal_localizations/luxembourg.rst b/content/applications/finance/fiscal_localizations/luxembourg.rst index 52d045d39..0ad449fea 100644 --- a/content/applications/finance/fiscal_localizations/luxembourg.rst +++ b/content/applications/finance/fiscal_localizations/luxembourg.rst @@ -47,7 +47,7 @@ To download it, go to :menuselection:`Accounting --> Report --> Audit Reports -- click on :guilabel:`Export eCDF declaration`. .. seealso:: - - :doc:`../accounting/reporting/declarations/tax_returns` + - :doc:`../accounting/reporting/tax_returns` - `Platform for electronic gathering of financial data (eCDF) `_ Annual tax report diff --git a/content/applications/finance/fiscal_localizations/mexico.rst b/content/applications/finance/fiscal_localizations/mexico.rst index cdf7eaf96..65b2e66ba 100644 --- a/content/applications/finance/fiscal_localizations/mexico.rst +++ b/content/applications/finance/fiscal_localizations/mexico.rst @@ -545,7 +545,7 @@ Once the payment is made, it will be associated with the corresponding invoice a be *In Payment* since the payment will be effectively validated when it is bank reconciled. .. seealso:: - :doc:`../accounting/bank/reconciliation/use_cases`. + :doc:`../accounting/bank/reconciliation`. .. image:: mexico/mx_ft_18.png :align: center diff --git a/content/applications/finance/fiscal_localizations/peru.rst b/content/applications/finance/fiscal_localizations/peru.rst index 971f44c86..c9fe55ca8 100644 --- a/content/applications/finance/fiscal_localizations/peru.rst +++ b/content/applications/finance/fiscal_localizations/peru.rst @@ -233,7 +233,7 @@ directly to its services and get the currency rate either automatically or manua :alt: Bank of Peru is displayed in Multicurrency Service option Please refer to the next section in our documentation for more information about -:doc:`multicurrencies <../accounting/others/multi_currency>`. +:doc:`multicurrencies <../accounting/get_started/multi_currency>`. Configure Master data --------------------- @@ -354,7 +354,7 @@ EDI Elements Once you have configured your master data, the invoices can be created from your sales order or manually. Additional to the basic invoice information described on :doc:`our page about the -invoicing process <../accounting/receivables/customer_invoices/overview>`, there are a couple of +invoicing process <../accounting/customer_invoices/overview>`, there are a couple of fields required as part of the Peru EDI: - **Document type**: The default value is “Factura Electronica” but you can manually change the @@ -572,7 +572,7 @@ By default the Credit Note is set in the document type: :alt: Credit Note document type To finish the workflow please follow the instructions on :doc:`our page about Credit Notes -<../accounting/receivables/customer_invoices/credit_notes>`. +<../accounting/customer_invoices/credit_notes>`. .. note:: The EDI workflow for the Credit notes works in the same way as the invoices. diff --git a/content/applications/finance/fiscal_localizations/united_arab_emirates.rst b/content/applications/finance/fiscal_localizations/united_arab_emirates.rst index 85971eacb..2ec613a0e 100644 --- a/content/applications/finance/fiscal_localizations/united_arab_emirates.rst +++ b/content/applications/finance/fiscal_localizations/united_arab_emirates.rst @@ -116,7 +116,7 @@ Taxes ===== To access your taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`. -Activate/deactivate, or :doc:`configure ` the +Activate/deactivate, or :doc:`configure ` the taxes relevant to your business by clicking on them. Remember to only set tax accounts on the **5%** tax group, as other groups do not need closing. To do so, enable the :doc:`developer mode <../../general/developer_mode>` and go to :menuselection:`Configuration --> Tax Groups`. Then, set a diff --git a/content/applications/finance/fiscal_localizations/united_kingdom.rst b/content/applications/finance/fiscal_localizations/united_kingdom.rst index b89f0be72..d3a096d07 100644 --- a/content/applications/finance/fiscal_localizations/united_kingdom.rst +++ b/content/applications/finance/fiscal_localizations/united_kingdom.rst @@ -61,7 +61,7 @@ To edit existing taxes or to :guilabel:`Create` a new tax, go to :menuselection: Configuration --> Accounting: Taxes`. .. seealso:: - - :doc:`taxes <../accounting/taxation/taxes>` + - :doc:`taxes <../accounting/taxes>` - Tutorial: `Tax report and return `_. diff --git a/content/applications/finance/payment_providers.rst b/content/applications/finance/payment_providers.rst index 24acb80e2..181e5de31 100644 --- a/content/applications/finance/payment_providers.rst +++ b/content/applications/finance/payment_providers.rst @@ -159,7 +159,7 @@ Online payment providers .. note:: Some of these online payment providers can also be added as :doc:`bank accounts - <../finance/accounting/bank/setup/bank_accounts>`, but this is **not** the same process as adding + <../finance/accounting/bank>`, but this is **not** the same process as adding them as payment providers. Payment providers allow customers to pay online, and bank accounts are added and configured on your Accounting app to do a bank reconciliation, which is an accounting control process. @@ -180,7 +180,7 @@ Bank payments approve the payment manually once you have received it on your bank account. - | SEPA Direct Debit | Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged - directly. :doc:`Click here <../finance/accounting/receivables/customer_payments/batch_sdd>` for + directly. :doc:`Click here <../finance/accounting/payments/batch_sdd>` for more information about this payment method. .. _payment_providers/features: diff --git a/content/applications/general/users/companies.rst b/content/applications/general/users/companies.rst index 499609c1b..333dae524 100644 --- a/content/applications/general/users/companies.rst +++ b/content/applications/general/users/companies.rst @@ -84,11 +84,10 @@ Inter-Company Transactions First, make sure each one of your companies is properly set in relation to: -- :doc:`Chart of Accounts - <../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>` -- :doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>` -- :doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>` -- :doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>` +- :doc:`Chart of Accounts <../../finance/accounting/get_started/chart_of_accounts>` +- :doc:`Taxes <../../finance/accounting/taxes>` +- :doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>` +- :doc:`Journals <../../finance/accounting/bank>` - :doc:`Fiscal Localizations <../../finance/fiscal_localizations>` - :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>` @@ -130,4 +129,4 @@ at an invoice/bills level or at a sales/purchase orders level. .. seealso:: - :doc:`Multi-company Guidelines ` - - :doc:`../../finance/accounting/others/multi_currency` + - :doc:`../../finance/accounting/get_started/multi_currency` diff --git a/content/applications/sales/point_of_sale/pricing/fiscal_position.rst b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst index 7b1bf1676..759847adf 100644 --- a/content/applications/sales/point_of_sale/pricing/fiscal_position.rst +++ b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst @@ -9,8 +9,8 @@ The **fiscal positions** feature enables you to establish rules that automatical taxes and accounts used for each transaction. .. seealso:: - - :doc:`../../../finance/accounting/taxation/taxes/fiscal_positions` - - :doc:`../../../finance/accounting/taxation/taxes/taxes` + - :doc:`../../../finance/accounting/taxes/fiscal_positions` + - :doc:`../../../finance/accounting/taxes` Configuration ============= @@ -48,4 +48,4 @@ fiscal position's regulations. If a default fiscal position is set, the tax button displays the name of the fiscal position. .. seealso:: - :doc:`../../../finance/accounting/taxation/taxes/fiscal_positions` + :doc:`../../../finance/accounting/taxes/fiscal_positions` diff --git a/content/applications/sales/sales/products_prices.rst b/content/applications/sales/sales/products_prices.rst index 5a5d34665..b5a051fd1 100644 --- a/content/applications/sales/sales/products_prices.rst +++ b/content/applications/sales/sales/products_prices.rst @@ -8,7 +8,6 @@ Products & Prices :titlesonly: products_prices/products - products_prices/taxes products_prices/prices products_prices/returns products_prices/ewallets_giftcards diff --git a/content/applications/sales/sales/products_prices/taxes.rst b/content/applications/sales/sales/products_prices/taxes.rst deleted file mode 100644 index 2933aff16..000000000 --- a/content/applications/sales/sales/products_prices/taxes.rst +++ /dev/null @@ -1,14 +0,0 @@ -:nosearch: - -========= -Set taxes -========= - -.. toctree:: - :titlesonly: - - /applications/finance/accounting/taxation/taxes/default_taxes - /applications/finance/accounting/taxation/taxes/fiscal_positions - /applications/finance/accounting/taxation/taxes/taxes - /applications/finance/accounting/taxation/taxes/taxcloud - /applications/finance/accounting/taxation/taxes/B2B_B2C diff --git a/content/applications/services/helpdesk/advanced/after_sales.rst b/content/applications/services/helpdesk/advanced/after_sales.rst index cf168d8b6..8e77c7a97 100644 --- a/content/applications/services/helpdesk/advanced/after_sales.rst +++ b/content/applications/services/helpdesk/advanced/after_sales.rst @@ -75,7 +75,7 @@ Once the credit note has been posted, a :guilabel:`Credit Notes` smart button wi :alt: View of smart buttons on a ticket focusing on the credit note button. .. seealso:: - :doc:`/applications/finance/accounting/receivables/customer_invoices/credit_notes` + :doc:`/applications/finance/accounting/customer_invoices/credit_notes` Generate coupons from a ticket ============================== diff --git a/content/applications/websites/ecommerce/managing_products/price_management.rst b/content/applications/websites/ecommerce/managing_products/price_management.rst index 7a3cff428..3e4ee243e 100644 --- a/content/applications/websites/ecommerce/managing_products/price_management.rst +++ b/content/applications/websites/ecommerce/managing_products/price_management.rst @@ -13,13 +13,13 @@ Tax configuration To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the **product template** or use -:doc:`fiscal positions `. +:doc:`fiscal positions `. .. seealso:: - - :doc:`/applications/finance/accounting/taxation/taxes/taxes` - - :doc:`/applications/finance/accounting/taxation/taxes/avatax` - - :doc:`/applications/finance/accounting/taxation/taxes/taxcloud` - - :doc:`/applications/finance/accounting/taxation/taxes/fiscal_positions` + - :doc:`/applications/finance/accounting/taxes` + - :doc:`/applications/finance/accounting/taxes/avatax` + - :doc:`/applications/finance/accounting/taxes/taxcloud` + - :doc:`/applications/finance/accounting/taxes/fiscal_positions` Tax display ----------- @@ -48,7 +48,7 @@ You can choose to display the type of pricing next to the product price by going :alt: Tax type displayed on the product page .. seealso:: - :doc:`/applications/finance/accounting/taxation/taxes/B2B_B2C` + :doc:`/applications/finance/accounting/taxes/B2B_B2C` Price per unit ============== diff --git a/content/contributing/documentation/rst_cheat_sheet.rst b/content/contributing/documentation/rst_cheat_sheet.rst index 7239d0b3d..e26cdcdc0 100644 --- a/content/contributing/documentation/rst_cheat_sheet.rst +++ b/content/contributing/documentation/rst_cheat_sheet.rst @@ -1070,7 +1070,7 @@ Document metadata | `code-column` | | Show a dynamic side column that can be used to display interactive | | | tutorials or code excerpts. | | | | For example, see | -| | :doc:`/applications/finance/accounting/getting_started/cheat_sheet`. | +| | :doc:`/applications/finance/accounting/get_started/cheat_sheet`. | +-----------------+--------------------------------------------------------------------------------+ | `hide-page-toc` | Hide the "On this page" sidebar and use full page width for the content. | +-----------------+--------------------------------------------------------------------------------+ diff --git a/content/developer/howtos/accounting_localization.rst b/content/developer/howtos/accounting_localization.rst index 5c6630048..2b8d3ac0c 100644 --- a/content/developer/howtos/accounting_localization.rst +++ b/content/developer/howtos/accounting_localization.rst @@ -107,7 +107,7 @@ Accounts .. seealso:: - :ref:`Account References ` - - :doc:`/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts` + - :doc:`/applications/finance/accounting/get_started/chart_of_accounts` Obviously, :guilabel:`Chart of Accounts` cannot exist without :guilabel:`Accounts`. You need to specify them in :file:`data/account.account.template.csv`. @@ -152,7 +152,7 @@ Taxes .. seealso:: - :ref:`Tax References ` - - :doc:`/applications/finance/accounting/taxation/taxes/taxes` + - :doc:`/applications/finance/accounting/taxes/` To add taxes you first need to specify tax groups. You normally need just one tax group for every tax rate, except for the 0% as you need to often distinguish between exempt, 0%, not subject, ... taxes. This model only has two required fields: `name` and `country`. Create the file :file:`data/template/account.tax.group-xx.csv` and list the groups. @@ -188,7 +188,7 @@ The tax report is declared in the :guilabel:`Invoicing` (`account`) app, but the .. seealso:: - :doc:`/developer/reference/standard_modules/account/account_report_line` - - :doc:`/applications/finance/accounting/reporting/declarations/tax_returns` + - :doc:`/applications/finance/accounting/reporting/tax_returns` In the previous section, you noticed the fields `invoice_repartition_line_ids` or `refund_repartition_line_ids` and probably understood nothing about them. Good news: you are not alone on this incomprehension. Bad news: you have to figure it out a bit. The topic is complicated. Indeed: @@ -230,7 +230,7 @@ Fiscal positions .. seealso:: - :ref:`Fiscal Position References ` - - :doc:`/applications/finance/accounting/taxation/taxes/fiscal_positions` + - :doc:`/applications/finance/accounting/taxes/fiscal_positions` Specify fiscal positions in the :file:`data/template/account.fiscal.position-xx.csv` file. @@ -264,7 +264,7 @@ Accounting reports
Enterprise feature
.. seealso:: - :doc:`/applications/finance/accounting/reporting/overview` + :doc:`/applications/finance/accounting/reporting` Accounting reports should be added via a separate module `l10n_XX_reports` that should go to the `enterprise repository <{GITHUB_ENT_PATH}>`_. @@ -289,7 +289,7 @@ Basic :file:`__manifest__.py` file for such a module looks as following: } -Functional overview of financial reports is here: :doc:`/applications/finance/accounting/reporting/overview/main_reports`. +Functional overview of financial reports is here: :doc:`/applications/finance/accounting/reporting`. Some good examples: diff --git a/redirects/15.0.txt b/redirects/15.0.txt index 01e8dc601..1c8c26e4a 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -1,9 +1,68 @@ # applications/finance -applications/finance/accounting/others/multicurrencies/exchange.rst applications/finance/accounting/others/multi_currency.rst # /multicurrencies/* -> multi_currency -applications/finance/accounting/others/multicurrencies/how_it_works.rst applications/finance/accounting/others/multi_currency.rst # /multicurrencies/* -> multi_currency -applications/finance/accounting/others/multicurrencies/invoices_payments.rst applications/finance/accounting/others/multi_currency.rst # /multicurrencies/* -> multi_currency -applications/finance/accounting/payables/supplier_bills/ocr.rst applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst # ocr --> invoice_digitization +applications/finance/accounting/bank/interbank.rst applications/finance/accounting/payments/internal_transfers.rst # bank/interbank -> payments/internal_transfers +applications/finance/accounting/bank/reconciliation/cash_transactions.rst applications/finance/accounting/bank/reconciliation_cash.rst # bank/reconciliation/cash_transactions -> bank/reconciliation_cash +applications/finance/accounting/bank/reconciliation/reconciliation_models.rst applications/finance/accounting/bank/reconciliation_models.rst # bank/reconciliation/* -> bank/* +applications/finance/accounting/bank/reconciliation/use_cases.rst applications/finance/accounting/bank/reconciliation.rst # reconciliation/use_cases -> reconciliation +applications/finance/accounting/bank/setup/bank_accounts.rst applications/finance/accounting/bank.rst # bank/setup/bank_accounts -> bank +applications/finance/accounting/bank/setup/foreign_currency.rst applications/finance/accounting/bank/foreign_currency.rst # bank/setup/* -> bank/* +applications/finance/accounting/bank/setup/manage_cash_register.rst applications/finance/accounting/bank/cash_register.rst # bank/setup/manage_cash_register -> bank/cash_register +applications/finance/accounting/bank/setup/outstanding_accounts.rst applications/finance/accounting/bank.rst # bank/setup/outstanding_accounts -> bank +applications/finance/accounting/getting_started/cheat_sheet.rst applications/finance/accounting/get_started/cheat_sheet.rst # getting_started/* -> get_started/* +applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst applications/finance/accounting/get_started/chart_of_accounts.rst # getting_started/initial_configuration/* -> get_started/* +applications/finance/accounting/getting_started/initial_configuration/setup.rst applications/finance/accounting/get_started.rst # getting_started/initial_configuration/setup -> get_started +applications/finance/accounting/getting_started/main_concept.rst applications/finance/accounting.rst # accounting/getting_started/main_concept -> accounting +applications/finance/accounting/getting_started/process_overview/customer_invoice.rst applications/finance/accounting/customer_invoices.rst # getting_started/process_overview/customer_invoice -> customer_invoices +applications/finance/accounting/getting_started/process_overview/supplier_bill.rst applications/finance/accounting/vendor_bills.rst # getting_started/process_overview/supplier_bill -> vendor_bills +applications/finance/accounting/others/adviser/budget.rst applications/finance/accounting/reporting/budget.rst # others/adviser/* -> reporting/* +applications/finance/accounting/others/analytic/purchases_expenses.rst applications/finance/accounting/reporting/analytic/purchases_expenses.rst # others/analytic/* -> reporting/analytic/* +applications/finance/accounting/others/analytic/timesheets.rst applications/finance/accounting/reporting/analytic/timesheets.rst # others/analytic/* -> reporting/analytic/* +applications/finance/accounting/others/analytic/usage.rst applications/finance/accounting/reporting/analytic.rst # others/analytic/usage -> reporting/analytic +applications/finance/accounting/others/inventory/avg_price_valuation.rst applications/finance/accounting/get_started/avg_price_valuation.rst # others/inventory/* -> get_started/* +applications/finance/accounting/others/multi_currency.rst applications/finance/accounting/get_started/multi_currency.rst # others/* -> get_started/* +applications/finance/accounting/others/multicurrencies/exchange.rst applications/finance/accounting/get_started/multi_currency.rst # others/multicurrencies/* -> get_started/multi_currency +applications/finance/accounting/others/multicurrencies/how_it_works.rst applications/finance/accounting/get_started/multi_currency.rst # others/multicurrencies/* -> get_started/multi_currency +applications/finance/accounting/others/multicurrencies/invoices_payments.rst applications/finance/accounting/get_started/multi_currency.rst # others/multicurrencies/* -> get_started/multi_currency +applications/finance/accounting/payables/misc/forecast.rst applications/finance/accounting/payments/forecast.rst # payables/misc/* -> payments/* +applications/finance/accounting/payables/pay/check.rst applications/finance/accounting/payments/pay_checks.rst # payables/pay/check -> payments/pay_checks +applications/finance/accounting/payables/pay/multiple.rst applications/finance/accounting/payments/multiple.rst # payables/pay/* -> payments/* +applications/finance/accounting/payables/pay/sepa.rst applications/finance/accounting/payments/pay_sepa.rst # payables/pay/sepa -> payments/pay_sepa +applications/finance/accounting/payables/supplier_bills/assets.rst applications/finance/accounting/vendor_bills/assets.rst # payables/supplier_bills/* -> vendor_bills/* +applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst applications/finance/accounting/vendor_bills/deferred_expenses.rst # payables/supplier_bills/* -> vendor_bills/* +applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst applications/finance/accounting/vendor_bills/invoice_digitization.rst # payables/supplier_bills/* -> vendor_bills/* +applications/finance/accounting/payables/supplier_bills/ocr.rst applications/finance/accounting/vendor_bills/invoice_digitization.rst # payables/supplier_bills/ocr --> vendor_bills/invoice_digitization +applications/finance/accounting/receivables/customer_invoices/cash_discounts.rst applications/finance/accounting/customer_invoices/cash_discounts.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst applications/finance/accounting/customer_invoices/cash_rounding.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/credit_notes.rst applications/finance/accounting/customer_invoices/credit_notes.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst applications/finance/accounting/customer_invoices/deferred_revenues.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst applications/finance/accounting/customer_invoices/electronic_invoicing.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst applications/finance/accounting/customer_invoices/epc_qr_code.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/overview.rst applications/finance/accounting/customer_invoices/overview.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/payment_terms.rst applications/finance/accounting/customer_invoices/payment_terms.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_invoices/snailmail.rst applications/finance/accounting/customer_invoices/snailmail.rst # receivables/customer_invoices/* -> customer_invoices/* +applications/finance/accounting/receivables/customer_payments/batch.rst applications/finance/accounting/payments/batch.rst # receivables/customer_payments/* -> payments/* +applications/finance/accounting/receivables/customer_payments/batch_sdd.rst applications/finance/accounting/payments/batch_sdd.rst # receivables/customer_payments/* -> payments/* +applications/finance/accounting/receivables/customer_payments/check.rst applications/finance/accounting/payments/checks.rst # receivables/customer_payments/check -> payments/checks +applications/finance/accounting/receivables/customer_payments/followup.rst applications/finance/accounting/payments/follow_up.rst # receivables/customer_payments/followup -> payments/follow_up +applications/finance/accounting/receivables/customer_payments/online_payment.rst applications/finance/accounting/payments/online.rst # receivables/customer_payments/online_payment -> payments/online +applications/finance/accounting/receivables/customer_payments/recording.rst applications/finance/accounting/payments.rst # receivables/customer_payments/recording -> payments +applications/finance/accounting/reporting/declarations/intrastat.rst applications/finance/accounting/reporting/intrastat.rst # reporting/declarations/* -> reporting/* +applications/finance/accounting/reporting/declarations/tax_returns.rst applications/finance/accounting/reporting/tax_returns.rst # reporting/declarations/* -> reporting/* +applications/finance/accounting/reporting/overview/customize.rst applications/finance/accounting/reporting/customize.rst # reporting/overview/* -> reporting/* +applications/finance/accounting/reporting/overview/data_inalterability.rst applications/finance/accounting/reporting/data_inalterability.rst # reporting/overview/* -> reporting/* +applications/finance/accounting/reporting/overview/main_reports.rst applications/finance/accounting/reporting.rst # reporting/overview/main_reports -> reporting +applications/finance/accounting/taxation/fiscal_year/close_fiscal_year.rst applications/finance/accounting/reporting/year_end.rst # taxation/fiscal_year/close_fiscal_year -> reporting/year_end +applications/finance/accounting/taxation/fiscal_year/fiscal_year.rst applications/finance/accounting/reporting/year_end.rst # taxation/fiscal_year/fiscal_year -> reporting/year_end +applications/finance/accounting/taxation/taxes/avatax.rst applications/finance/accounting/taxes/avatax.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/B2B_B2C.rst applications/finance/accounting/taxes/B2B_B2C.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/cash_basis_taxes.rst applications/finance/accounting/taxes/cash_basis.rst # taxation/taxes/cash_basis_taxes -> taxes/cash_basis +applications/finance/accounting/taxation/taxes/default_taxes.rst applications/finance/accounting/taxes.rst # taxation/taxes/default_taxes -> taxes +applications/finance/accounting/taxation/taxes/eu_distance_selling.rst applications/finance/accounting/taxes/eu_distance_selling.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/fiscal_positions.rst applications/finance/accounting/taxes/fiscal_positions.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/retention.rst applications/finance/accounting/taxes/retention.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/taxcloud.rst applications/finance/accounting/taxes/taxcloud.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/taxes.rst applications/finance/accounting/taxes.rst # taxation/taxes/* -> taxes/* +applications/finance/accounting/taxation/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_validation.rst # taxation/taxes/* -> taxes/* # applications/general diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 257788544..356313181 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -1,9 +1,11 @@ # applications/finance applications/finance/accounting/bank/feeds/bank_statements.rst applications/finance/accounting/bank/feeds/transactions.rst # bank_statements -> transactions -applications/finance/accounting/others/analytic/usage.rst applications/finance/accounting/others/analytic_accounting.rst # /analytic/usage --> analytic_accounting -applications/finance/accounting/others/analytic/timesheets.rst applications/finance/accounting/others/analytic_accounting.rst # /analytic/timesheets --> analytic_accounting -applications/finance/accounting/others/analytic/purchase_expenses.rst applications/finance/accounting/others/analytic_accounting.rst # /analytic/purchase_expenses --> analytic_accounting +applications/finance/accounting/others/analytic/usage.rst applications/finance/accounting/reporting/analytic_accounting.rst # others/analytic/usage --> reporting/analytic_accounting +applications/finance/accounting/others/analytic/timesheets.rst applications/finance/accounting/reporting/analytic_accounting.rst # others/analytic/timesheets --> reporting/analytic_accounting +applications/finance/accounting/others/analytic/purchase_expenses.rst applications/finance/accounting/reporting/analytic_accounting.rst # others/analytic/purchase_expenses --> reporting/analytic_accounting +applications/finance/accounting/others/analytic_accounting.rst applications/finance/accounting/reporting/analytic_accounting.rst # others/* -> reporting/* +applications/finance/accounting/reporting/overview/tax_carryover.rst applications/finance/accounting/reporting/tax_carryover.rst # reporting/overview/* -> reporting/* applications/finance/payment_acquirers.rst applications/finance/payment_providers.rst # /payment_acquirers -> /payment_providers applications/finance/payment_acquirers/adyen.rst applications/finance/payment_providers/adyen.rst # /payment_acquirers/* -> /payment_providers/* applications/finance/payment_acquirers/alipay.rst applications/finance/payment_providers/alipay.rst # /payment_acquirers/* -> /payment_providers/* diff --git a/redirects/saas-16.2.txt b/redirects/saas-16.2.txt new file mode 100644 index 000000000..2f8d2de69 --- /dev/null +++ b/redirects/saas-16.2.txt @@ -0,0 +1,3 @@ +# applications/finance + +applications/finance/accounting/payables/pay/trusted_accounts.rst applications/finance/accounting/payments/trusted_accounts.rst # payables/pay/* -> payments/*