From fa5c02691622727f14edb263a5aff0d9fc35a524 Mon Sep 17 00:00:00 2001 From: Ricardo Gomes Rodrigues Date: Wed, 13 Mar 2024 16:55:54 +0100 Subject: [PATCH] [IMP] l10n: update/clarify CodaBox documentation This commit: - clarifies that the connection must be done by the Accounting Firm that has valid CodaBox Connect credentials - updates the general configuration part following changes in https://github.com/odoo/enterprise/pull/58426 - adds a tip for multi-currencies bank statements task-id 3795251 closes odoo/documentation#8154 X-original-commit: d36e0b095c079a28131f13c60809a77eb849762d Signed-off-by: Jonathan Castillo (jcs) Signed-off-by: Ricardo Gomes Rodrigues (rigr) --- .../finance/fiscal_localizations/belgium.rst | 18 +++++++++++------- 1 file changed, 11 insertions(+), 7 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index 0dcad1ea5..4b90225ff 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -216,14 +216,14 @@ CODA ---- **CODA** is an electronic XML format used to import Belgian bank statements. You can download CODA -files from your bank and import them directly into Odoo by clicking :guilabel:`Import Statement` -from your :guilabel:`Bank` journal on your dashboard. +files from your bank and import them directly into Odoo by clicking :guilabel:`Import file` from +your :guilabel:`Bank` journal on your dashboard. .. image:: belgium/coda-import.png :alt: Import CODA files .. seealso:: - :ref:`Import bank statements files ` + :ref:`Import bank files ` .. _belgium/soda: @@ -249,7 +249,8 @@ information and statements. Odoo provides a way to import such statements automa .. note:: As an accounting firm, you must manage your clients on separate databases and configure them - individually to avoid mixing up their data. + individually to avoid mixing up their data. The connection must be made by the accounting firm + with valid CodaBox Connect credentials. Configuration ~~~~~~~~~~~~~ @@ -263,9 +264,8 @@ You must first :ref:`install ` :guilabel:`CodaBox` and .. important:: Make sure the company settings are correctly configured, i.e., the country is set to - :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, - as well as the :guilabel:`Tax ID` of the accounting firm (if not filled, the :guilabel:`Tax ID` - of the company is used). + :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as + well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`. Configure the journals ********************** @@ -282,6 +282,10 @@ Configure the journals :align: center :alt: Configuration of a CODA journal. + .. tip:: + When working with bank transactions that use different currencies, it is recommended to + create multiple journals with the same bank account but different currencies. + .. tab:: For SODA files #. Create a new miscellaneous journal.