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[IMP] accounting/l10n_us: l10n doc review edits

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closes odoo/documentation#10736

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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Sam Lieber (sali) 2024-08-13 11:02:48 -04:00
parent 01141defcb
commit dcb0d21b17
1 changed files with 16 additions and 19 deletions
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35
content/applications/finance/fiscal_localizations/united_states.rst
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@ -183,23 +183,23 @@ seven main categories, with corresponding numeric values that prefix individual
View, edit, and sort accounts
-----------------------------
Access the *Chart of Accounts* dashboard in Odoo by navigating to :menuselection:`Accounting app
Access the *Chart of Accounts* dashboard in Odoo by navigating to :menuselection:`Accounting app
--> Configuration --> Accounting: Chart of Accounts`.
From the :guilabel:`Chart of Accounts` dashboard, create new accounts by clicking the purple
From the :guilabel:`Chart of Accounts` dashboard, create new accounts by clicking the
:guilabel:`New` button in the top-left corner of the dashboard and :ref:`filling in the
corresponding form <chart-of-account/create>`. Search and sort through existing accounts by using
specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are available in the mega menu
under the :guilabel:`Search...` bar.
specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are available in the search
drop-down menu.
To filter accounts by category, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to
access the mega menu and look under the :guilabel:`Filters` column for individual selections.
access the drop-down menu and look under the :guilabel:`Filters` column for individual selections.
Clicking on a specific category will only show accounts that match that particular filter.
To view all the available account types, remove all of the filters in the :guilabel:`Search...` bar,
and then click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to access the mega menu. From
there, select :guilabel:`Account Type` under the :guilabel:`Group By` column heading to list all of
the account types in the table.
To view all the available account types, remove all of the filters in the search bar, and then click
the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to access the drop-down menu. From there,
select :guilabel:`Account Type` under the :guilabel:`Group By` column heading to list all of the
account types in the table.
.. image:: united_states/us-l10n-coa-account-types.png
:align: center
@ -244,15 +244,12 @@ AvaTax
------
**Avalara AvaTax** is a cloud-based tax calculation and compliance software that integrates with
Odoo for the United States and Canadian accounting localizations. Integrating AvaTax with Odoo
provides real-time and region-specific tax calculations when items are sold, purchased, and invoiced
in the database.
Odoo for several localizations. Integrating AvaTax with Odoo provides real-time and region-specific
tax calculations when items are sold, purchased, and invoiced in the database.
.. important::
AvaTax is only available for integration with databases/companies that have locations in the
United States and Canada. This means the fiscal position/country of a database can only be set to
the United States or Canada. Reference this documentation for more information:
:ref:`avatax/fiscal_country`.
AvaTax is available for integration with databases/companies that have locations in the United
States and Canada. Reference the :ref:`avatax/fiscal_country` documentation for more information.
.. seealso::
Refer to the documentation articles below to integrate and configure an AvaTax account with an
@ -354,7 +351,7 @@ items that are missing. Be sure to remove any items that should not be included
clicking :icon:`fa-times` :guilabel:`(delete)` on the row.
Finally, once all necessary items are included in the 1099 report, click on the :guilabel:`Generate`
button. Doing so, downloads a CSV file that groups transactions by the partner that received the
button. Doing so downloads a CSV file that groups transactions by the partner that received the
payments.
.. _l10n_us/cash-flow-statement:
@ -728,8 +725,8 @@ file, by ticking the checkboxes to the far-left of the rows.
:alt: On the payments screen, the action menu is highlighted with create a batch payment
selected.
.. warning::
All payments in the batch must share the same payment method.
.. important::
All payments in the batch **must** share the same |NACHA| payment method.
Next, navigate to the batched payment (:menuselection:`Accounting --> Vendors --> Batch Payments`).
Click into the payment just created and then click into the :guilabel:`Exported File` tab. The