From dcb0d21b17b52f57159549486a70eb63711c0e03 Mon Sep 17 00:00:00 2001 From: "Sam Lieber (sali)" Date: Tue, 13 Aug 2024 11:02:48 -0400 Subject: [PATCH] [IMP] accounting/l10n_us: l10n doc review edits closes odoo/documentation#10736 Signed-off-by: Samuel Lieber (sali) --- .../fiscal_localizations/united_states.rst | 35 +++++++++---------- 1 file changed, 16 insertions(+), 19 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/united_states.rst b/content/applications/finance/fiscal_localizations/united_states.rst index ef6dcc144..ccc0d8438 100644 --- a/content/applications/finance/fiscal_localizations/united_states.rst +++ b/content/applications/finance/fiscal_localizations/united_states.rst @@ -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 `. 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