Many updates are due because of all the changes that have happened in
the last version. Internal Reverse Charge section has been added. The
configuration section has been reordered and information no longer valid
(like invoices being automatically sent) are removed. The flow is
described in a little more detail.
closesodoo/documentation#8324
X-original-commit: d7595e5eb8
Signed-off-by: Paolo Gatti (pgi) <pgi@odoo.com>
Extra taxes (ecotax, luxury, etc) are currently missing from doc
taskid-3794931
closesodoo/documentation#8321
X-original-commit: 0b6bef6516
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
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
closesodoo/documentation#8155
X-original-commit: d36e0b095c
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.
There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.
task-3217827
closesodoo/documentation#8064
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Before, when entering the company's VAT, the user had to leave out the 'GB' prefix. This is no longer needed after odoo/enterprise/pull/57570
task-3765235
closesodoo/documentation#7963
X-original-commit: 61c86a1a8e
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
This commit renames the "Fetch CODA's"
and "Fetch SODA's" texts in "Fetch from CodaBox"
to match the new text in the Entreprise branch.
closesodoo/documentation#7859
X-original-commit: ac9eb58b7a
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
Clarifying the application of managing negative lines, this commit elucidates
how to effectively utilize the global discount setting. The inclusion of this
feature enhances user understanding and proficiency, providing insights into
the functionality of the newly introduced setting for handling negative discount
lines.
closesodoo/documentation#7001
Task: 3638605
Related: odoo/odoo#146969
Signed-off-by: Vraj Panchal (vrpa) <vrpa@odoo.com>
This commit updates the documentation of CodaBox:
- new connection process
- new revocation process
- modified potential errors
closesodoo/documentation#7771
X-original-commit: 2c6c7a0dcd
Related: odoo/enterprise#56888
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
task-3609727
New features are available in v17:
Modify tags on signed documents.
Send automatic email reminders to people who have yet to sign a document after a set delay.
Signing order available as soon as you have more than one signer
Setting expiration dates on signature requests.
closesodoo/documentation#7275
X-original-commit: 054801995e
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
In 17.0 we have introduced some additional features in Peppol:
- switching between the demo mode/test mode/live
- better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard
- peppol ready filter to filter customer invoices that are ready to be sent via peppol
part of:
task-3614809
closesodoo/documentation#7402
X-original-commit: 47300c10bf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
closesodoo/documentation#7363
X-original-commit: 505547264e
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Signed-off-by: Marco Antonio Iribe Sepulveda (masi) <masi@odoo.com>
Keypay, now called Employment Hero, is not limited to Australia
but also supports Singapore, Malaysia,...
This task will:
- remove dependencies to Australia, to make it usable with other
localisation.
- Rename the module and all references to keypay and au in order to
keep the module clean for future use.
- Implement better error messages when the api returns one.
- Render the api key, and url company specific to support using
two different API on two separate companies.
Task id # 2925767
closesodoo/documentation#7276
Related: odoo/enterprise#53685
Related: odoo/upgrade#5494
Signed-off-by: Nicolas Viseur (vin) <vin@odoo.com>
This commit will add important clarifications to use and test the Mercado Pago payment provider and add visual documentation similar to other provider's documentation
closesodoo/documentation#7326
X-original-commit: 1596413d4b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Marco Antonio Iribe Sepulveda (masi) <masi@odoo.com>
Co-authored-by: samueljlieber <sali@odoo.com>
Updated the tax documentation for 16.4 onwards. Forward to master.
taskid-3621461
closesodoo/documentation#7303
X-original-commit: 73fc5e9be4
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Cleared up some confusion about path menu and feature
Forward to master
taskid-3644544
closesodoo/documentation#7292
X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Updated the Incoterms page to add "location" field and fixed typos
taskid-3619104
closesodoo/documentation#7245
X-original-commit: 30f5433366
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Changed a note that was confusing to end users. Forward to 16.3
16.3 & 16.4 --> Fetch Account/Reconnect
17.0 --> Reconnect
taskid-3619168
closesodoo/documentation#7234
X-original-commit: f0ee3420b9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Provides an up-to-date documentation for the Australian localization
(Odoo 17) with all the new and upcoming features in this version.
closesodoo/documentation#7138
X-original-commit: 2bffc3d457
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
With the addition of l10n_br_edi and l10n_br_edi_sale to the previous modules, now electronic invoices for goods can be created from Odoo.
This PR includes the necessary information to use these new modules - configuration and workflows.
closesodoo/documentation#7022
X-original-commit: f23dcb7d35
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
0c0cf8ebc9
added a new way to select accounts in the account_codes engine. This
commit adds some explanation in the doc on how to use this new syntax.
closesodoo/documentation#6509
X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Updated screenshots and typos for 16.3
Forward to 16.4:
- Change: Dashboard links are improved, and audit features can be found
in the journal items view.
closesodoo/documentation#6234
X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Added a note to make it clearer that for fiduciaries, a single API key
is valid for all databases linked to the user.
taskid-3570700
closesodoo/documentation#6231
X-original-commit: 323d3563c9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
This commit adds the (currently missing) documentation for the
Austrian fiscal localization.
It i.e. includes information about the new SAF-T export for Austria.
closesodoo/documentation#5859
Related: odoo/odoo#135485
Related: odoo/enterprise#47405
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
This commit:
- adds the link for the Ecuatorian localization app tour
- changes the other latam app tour links as the short links embedded the
`es_ES` language string in the URL, which should be avoided
closesodoo/documentation#5929
X-original-commit: 923839f2cf
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Updated an outdated screenshot from V14 to V15
Forward to master.
taskid-3467638
closesodoo/documentation#5720
X-original-commit: 3324366190
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
In the multi-company HMRC submission section, the documentation mentions
that you can connect to HMRC from the user form, after having reset the
credentials.
This is not true, you have to go back to the tax report and click the
"Connect to HMRC" button.
opw-3449939
closesodoo/documentation#5670
X-original-commit: 39c0515208
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Arnaud Sibille (arsi) <arsi@odoo.com>
- Added Thailand localisation documentation as it not exist before.
Features were pushed to Odoo 16 already
closesodoo/documentation#5642
X-original-commit: 0151054619
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Since January 1, 2023, Romanian businesses are required to report their
accounting data on a monthly/quarterly basis, in the D.406 declaration.
This is an XML following the SAF-T 2.0 standard, with Romanian-specific
customizations. The new module l10n_ro_saft lets you generate this
declaration from the General Ledger report.
Here's some documentation about how to use this new module! Yay!
closesodoo/documentation#5532
Task-id: 3172198
X-original-commit: 42ef43f8c4
Related: odoo/enterprise#45939
Related: odoo/odoo#132269
Signed-off-by: Antoine Dupuis (andu) <andu@odoo.com>
This PR moves the introduction about the different installation methods and editions found on the
install/install.rst page directly under the main install/ page. It creates three pages, one per
installation method documented on the install/install.rst page (Docker being documented on
docker.com and maintained by us), and moves the related content there. In addition, it fixes various
typos/grammar issues and improves the content according to the documentation guidelines. Various
references and links across the documentation had to be fixed accordingly.
task-3459070
closesodoo/documentation#5543
X-original-commit: 91c28fd433
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Forward to master.
Change 16.3 onwards (screenshots)
Improved the doc and added some info on debit notes (was missing).
taskid-3439169
closesodoo/documentation#5270
X-original-commit: 898b08a70e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Sepa mandates are not automatically confirmed anymore,
customers have to make one successful bank transfer
matching the expected payment details to confirm
their mandate.
See fd2fb212c5
See 9b729b157bclosesodoo/documentation#5201
X-original-commit: bc1cf93455
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Stripe now implements a direct flow instead a redirect.
This commit focuses on updating the documentation to match the changes.
task-3322020
closesodoo/documentation#4719
Related: odoo/upgrade#4748
Related: odoo/enterprise#42196
Related: odoo/odoo#123573
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
PEC Server is removed from 16 (onwards)
closesodoo/documentation#4991
X-original-commit: f3e3490ba4
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
taskid-3184602.
16.0 -> Change extra fees category to :ref: main page payment provider
16.2 -> Remove Odoo credentials section
Remove PDT identity token
Remove merchant ID note
Remove test mode section on environment test
Took the opportunity to redo the whole page.
closesodoo/documentation#4735
X-original-commit: ede03aa87b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Added a section on where to find OSS reports and how to export them
task-3305037
closesodoo/documentation#4716
X-original-commit: 0494082a55
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
Update the link for Smarter Web to the appropriate landing page for
Odoo.
closesodoo/documentation#4690
X-original-commit: 7510b4bb23
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Removal of a note in 16 that only applies to versions below it.
task-3305037
closesodoo/documentation#4614
X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.
task-3305222
closesodoo/documentation#4613
X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
f39862263c
introduced two new subformulas for aggregations, but they were still
missing in the doc.
closesodoo/documentation#4562
X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Since https://github.com/odoo/odoo/pull/115222, a new line on an invoice
won't have the default sales tax put on by default. If there are no
taxes on the product, the account or from predictive, the tax will stay
empty. Its use has been restricted back to the tax put on new products.
It is still used in Accounting Firms mode, as we don't want people
to have to input the product when quick encoding.
task-3045026
closesodoo/documentation#4533
X-original-commit: 768c2b231b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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
closesodoo/documentation#4479
X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Sale and purchase receipts aren't really useful anymore. However, they
are left in the app for corner cases and to avoid upgrade issues. Since
this page is already deprecated, it is best to remove it.
closesodoo/documentation#4434
X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
From saas-16.2, the choice of the format can be made from the partner
form view (for the formats present in `account_edi_ubl_cii` only). And
the attachment are generated during the Send & Print flow.
PR to select the EDI format based on the partner:
https://github.com/odoo/odoo/pull/115934
PR refactoring the Send & Print flow:
https://github.com/odoo/odoo/pull/111857closesodoo/documentation#4197
X-original-commit: 2e9789e436
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
In this commit, I have added documentation for GST return filing.
I have explained how to register on GST Portal, configure it in odoo,
and enable GST API Access on GST Portal. I have also explained different
GSTR Report.
task-3272960
closesodoo/documentation#4172
X-original-commit: 5280cb147e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Since commit
bd06decccf,
the 'SG BIS Billing 3.0' format is available for singaporean companies.
closesodoo/documentation#4166
X-original-commit: 875d5ea61f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
In Mexico there are two 0% taxes, 0% VAT and 0% exempt VAT. This change
makes the tip clearer so users do not confuse both taxes. Forward to
master.
closesodoo/documentation#4120
X-original-commit: 5ef339fe82
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit improves the structure of the Subscription doc and updates
its content (recurring products, subscription plans, sales flow)
task-3222232
closesodoo/documentation#4070
X-original-commit: 878fc0e21f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Xavier Platteau <xpl@odoo.com>
Co-authored-by: Tom Aarab <toaa@odoo.com>"
Adding requirements for users to use Adyen. Forward to master.
closesodoo/documentation#3963
Taskid: 3159712
X-original-commit: 9b0a54b7f2
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
Updating the Intrastat documentation to provide information related to the Intrastat report.
closesodoo/documentation#3816
Id: 3167429
X-original-commit: 5d801fbdeb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Adding a page on handling orders for the eCommerce doc, and removing
older pages. Forward to master.
closesodoo/documentation#3766
Taskid: 3214065
X-original-commit: f6fa482087
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
Id: 3099154
X-original-commit: 3bb3acbb42
Debug mode should be activated in V15 and V16 to modify the paper format
closesodoo/documentation#3731
X-original-commit: 64aaa6f784
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
This PR change the cheat sheet of the accounting documentation.
Change done:
* Change name of the file: memento to cheat_sheet
* Adding explanation to the doc (Ex: Invoices and bills status)
* Correcting some sentences
closesodoo/documentation#3625
Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
RST cleanup to comply with the RST guidelines. This is required so we
can use "make test", as there are currently hundreds of errors. For now,
it is unusable because of the oldest code in this repo.
closesodoo/documentation#3589
X-original-commit: 7ae76bad42
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
The content written in the fiscal localisation pages are not only for
Accounting, but also for other apps such as Payroll and Point of Sales.
This commit moves the content to the "Finance" level, to better reflect
this reality, and merges the pages in the /overview/ folder in the main
category page.
closesodoo/documentation#3559
X-original-commit: ecbb755471
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Friday afternoon cleanup. This is required so we can use "make test", as
there are currently hundreds of errors. For now, it is unusable because
of the oldest code in this repo.
closesodoo/documentation#3544
X-original-commit: 26ddeef42c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Since commit
9431dddd7c,
the 'A-NZ BIS Billing 3.0' format is available for australian and new
zealand companies.
closesodoo/documentation#3483
X-original-commit: e2b4e8ad84
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Moving the Manage vendor bills page from the accounting app to the purchase app as it is
more relevant.
closesodoo/documentation#3456
Taskid: 2687652
X-original-commit: b5febf2299
Signed-off-by: Zachary Straub <zst@odoo.com>
Since we are updating the payment_asiapay module for other AsiaPay endpoints,
the documentation of AsiaPay needs to update too.
Please refer to https://github.com/odoo/odoo/pull/110357 for more informations.
task-3073748
closesodoo/documentation#3423
Related: odoo/odoo#110357
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
The lists of supported currencies by payment provider are displayed on
the form view and are editable, because our list may not be up-to-date.
Empty lists stand for "no filtering" on the payment providers to access
payment methods.
task-2926016
closesodoo/documentation#2788
Related: odoo/enterprise#34158
Related: odoo/odoo#101018
Related: odoo/upgrade#4069
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
New page to document the new features of the demo payment provider, and
modifications to related pages
task id: 2982367
closesodoo/documentation#3088
X-original-commit: a1f4c3704b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
