[IMP] accounting: move in-odoo to top-level TOC page + imp structure

This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit improves the structure of the "Accounting" app:
- it moves the doc "in-odoo" in the top "app" level and its content is
  included in "accounting.rst" (the content will later be improved)

  - adds new intro
  - changes external links to mementos to correct doc references

- it renames the category accounting/overview to
  accounting/getting_started
- it renames the category accounting/overview/getting_started to
  accounting/getting_started/initial_configuration
- it moves "memento" one level above, from
  accounting/overview/main_concepts to the renamed
  accounting/getting_started as it is the last doc remaining in this
  category
- it renames the app "Invoicing and Accounting" to
  "Accounting and Invoicing" since the focus should be on "Accounting"

task-2535899

content/applications/finance/accounting.rst

@@ -1,16 +1,169 @@
+:show-content:
 
 ========================
-Invoicing and Accounting
+Accounting and Invoicing
 ========================
 
 .. toctree::
    :titlesonly:
 
-   accounting/overview
+   accounting/getting_started
    accounting/receivables
    accounting/payables
    accounting/bank
    accounting/taxation
    accounting/reporting
    accounting/others
-   accounting/fiscal_localizations
+   accounting/fiscal_localizations
+
+**Odoo Invoicing** is a standalone invoicing app that allows you to :doc:`issue invoices
+<accounting/receivables/customer_invoices/overview>`, send them to your customers, and manage
+payments, including :doc:`online payments
+<accounting/receivables/customer_payments/online_payment>`. It works as a "lighter" version of Odoo
+Accounting, and you can upgrade it to Odoo Accounting if you need more advanced accounting features.
+
+**Odoo Accounting** is a complete and strong accounting app. The automation of processes is at the
+core of its development with its perfect integration with all Odoo apps and with features such as
+:doc:`AI-powered invoice recognition <accounting/payables/supplier_bills/ocr>`,
+:doc:`synchronization with your bank accounts <accounting/bank/feeds/bank_synchronization>`, and
+:doc:`automatic suggestions for a simplified reconciliation process
+<accounting/bank/reconciliation/reconciliation_models>`.
+
+.. seealso::
+   - `Odoo Invoicing: product page <https://www.odoo.com/app/invoicing>`_
+   - `Odoo Accounting: product page <https://www.odoo.com/app/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
+     <accounting/getting_started/memento>`
+
+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
+     <../inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
+
+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.

content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst

@@ -42,7 +42,7 @@ Please refer to the documentation listed below for more information.
 
 .. seealso::
    - :doc:`localizations_list`
-   - :doc:`../../overview/getting_started/chart_of_accounts`
+   - :doc:`../../getting_started/initial_configuration/chart_of_accounts`
    - :doc:`../../taxation/taxes/taxes`
 
 .. todo:: update list of linked docs, and link with the future one about country-specific statements.

content/applications/finance/accounting/getting_started.rst

@@ -0,0 +1,10 @@
+===============
+Getting Started
+===============
+
+.. toctree::
+   :titlesonly:
+
+   getting_started/memento
+   getting_started/initial_configuration
+   getting_started/process_overview

content/applications/finance/accounting/getting_started/initial_configuration.rst

@@ -0,0 +1,9 @@
+=====================
+Initial Configuration
+=====================
+
+.. toctree::
+   :titlesonly:
+
+   initial_configuration/setup
+   initial_configuration/chart_of_accounts

content/applications/finance/accounting/overview.rst

@@ -1,10 +0,0 @@
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   overview/main_concepts
-   overview/getting_started
-   overview/process_overview

content/applications/finance/accounting/overview/getting_started.rst

@@ -1,9 +0,0 @@
-===============
-Getting Started
-===============
-
-.. toctree::
-   :titlesonly:
-
-   getting_started/setup
-   getting_started/chart_of_accounts

content/applications/finance/accounting/overview/main_concepts.rst

@@ -1,9 +0,0 @@
-=============
-Main Concepts
-=============
-
-.. toctree::
-   :titlesonly:
-
-   main_concepts/in_odoo
-   main_concepts/memento

content/applications/finance/accounting/overview/main_concepts/in_odoo.rst

@@ -1,141 +0,0 @@
-==========================
-The Accounting behind Odoo
-==========================
-
-This page summarises the way Odoo deals with typical accounts and
-transactions.
-
-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::
-   - `Understand Odoo's accounting transactions per document
-     <https://odoo.com/documentation/functional/accounting.html>`_
-
-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 & 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::
-   - `View impact of the valuation method on your transactions
-     <https://odoo.com/documentation/functional/valuation.html>`_
-
-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.

content/applications/finance/accounting/payables/supplier_bills/assets.rst

@@ -251,4 +251,4 @@ You have three choices for the **Automate Assets** field:
    fully automate its purchase. (see: :ref:`product-assets-account`).
 
 .. seealso::
-  * :doc:`../../overview/getting_started/chart_of_accounts`
+  * :doc:`../../getting_started/initial_configuration/chart_of_accounts`

content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst

@@ -192,4 +192,4 @@ You have three choices for the **Automate Deferred Expense** field:
    products`_).
 
 .. seealso::
-   * :doc:`../../overview/getting_started/chart_of_accounts`
+   * :doc:`../../getting_started/initial_configuration/chart_of_accounts`

content/applications/finance/accounting/receivables/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:`../../overview/getting_started/chart_of_accounts`
+   * :doc:`../../getting_started/initial_configuration/chart_of_accounts`
    * `Odoo Academy: Deferred Revenues (Recognition) <https://www.odoo.com/r/EWO>`_

content/applications/finance/accounting/reporting/declarations/tax_returns.rst

@@ -37,7 +37,7 @@ and go to the **Tax Return Periodicity** section.
 
 .. note::
    This is usually configured during the :doc:`app's initial set up
-   <../../overview/getting_started/setup>`.
+   <../../getting_started/initial_configuration/setup>`.
 
 Tax Grids
 ---------
@@ -121,5 +121,5 @@ with the amount you have to pay or be refunded.
 
 .. seealso::
    * :doc:`../../taxation/taxes/taxes`
-   * :doc:`../../overview/getting_started/setup`
+   * :doc:`../../getting_started/initial_configuration/setup`
    * :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

content/applications/general/multi_companies/manage_multi_companies.rst

@@ -83,7 +83,7 @@ Inter-Company Transactions
 
 First, make sure each one of your companies is properly set in relation to:
 
-- :doc:`Chart of Accounts <../../finance/accounting/overview/getting_started/chart_of_accounts>`
+- :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>`

content/applications/sales/sales/products_prices/products/variants.rst

@@ -222,4 +222,4 @@ When you have entered all the extra values, click on **Save**.
 .. seealso::
    - `Accounting Memento: Details of Journal Entries
      </applications/finance/accounting/overview/main_concepts/memento.html#journal-entries>`_
-   - :doc:`/applications/finance/accounting/overview/process_overview/supplier_bill`
+   - :doc:`/applications/finance/accounting/getting_started/process_overview/supplier_bill`

redirects.txt

@@ -50,7 +50,7 @@ accounting/receivables/customer_invoices/refund.rst applications/finance/account
 accounting/receivables/customer_payments/payment_sepa.rst applications/finance/accounting/receivables/customer_payments/batch_sdd.rst  # payment_sepa --> batch_sdd (#475)
 accounting/bank/feeds/synchronize.rst applications/finance/accounting/bank/feeds/bank_synchronization.rst                              # synchronize --> bank_synchronization (#535)
 accounting/others/adviser/assets.rst applications/finance/accounting/payables/supplier_bills/assets.rst                                # others/adviser/* --> payables/supplier_bills/* (#541)
-accounting/others/configuration/account_type.rst applications/finance/accounting/overview/getting_started/chart_of_accounts.rst        # others/configuration/account_type --> overview/getting_started/chart_of_accounts (#554)
+accounting/others/configuration/account_type.rst applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst        # others/configuration/account_type --> getting_started/initial_configuration/chart_of_accounts (#554)
 accounting/bank/feeds/manual.rst applications/finance/accounting/bank/feeds/bank_statements.rst                                        # manual --> bank_statements [merged] (#569)
 accounting/bank/feeds/coda.rst applications/finance/accounting/bank/feeds/bank_statements.rst                                          # coda --> bank_statements [merged] (#569)
 accounting/bank/feeds/ofx.rst applications/finance/accounting/bank/feeds/bank_statements.rst                                           # ofx --> bank_statements [merged] (#569)
@@ -100,6 +100,12 @@ accounting/fiscality/taxes/retention.rst applications/finance/accounting/taxatio
 accounting/fiscality/taxes/taxcloud.rst applications/finance/accounting/taxation/taxes/taxcloud.rst                                    # fiscality/* -> taxation/*
 accounting/fiscality/taxes/taxes.rst applications/finance/accounting/taxation/taxes/taxes.rst                                          # fiscality/* -> taxation/*
 accounting/fiscality/taxes/vat_validation.rst applications/finance/accounting/taxation/taxes/vat_validation.rst                        # fiscality/* -> taxation/*
+applications/finance/accounting/overview/main_concepts/in_odoo.rst applications/finance/accounting.rst                                                                      # finance/accounting/overview/main_concepts/in_odoo -> finance/accounting.rst
+applications/finance/accounting/overview/main_concepts/memento.rst applications/finance/accounting/getting_started/memento.rst                                              # overview/main_concepts/* -> getting_started/*
+applications/finance/accounting/overview/getting_started/chart_of_accounts.rst applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst  # overview/getting_started/* -> getting_started/initial_configuration/*
+applications/finance/accounting/overview/getting_started/setup.rst applications/finance/accounting/getting_started/initial_configuration/setup.rst                          # overview/getting_started/* -> getting_started/initial_configuration/*
+applications/finance/accounting/overview/process_overview/customer_invoice.rst applications/finance/accounting/getting_started/process_overview/customer_invoice.rst        # overview/* -> getting_started/*
+applications/finance/accounting/overview/process_overview/supplier_bill.rst applications/finance/accounting/getting_started/process_overview/supplier_bill.rst              # overview/* -> getting_started/*
 
 social_marketing/social_marketing.rst applications/marketing/social_marketing/overview.rst    # social_marketing/* -> overview/* (#578)