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264 Commits

Author SHA1 Message Date
xpl-odoo
6909b351ac [MOV] accounting: invoice sequence section on a separate page 
closes odoo/documentation#12141

X-original-commit: 009dd70bd3
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2025-02-24 12:49:53 +00:00
xpl-odoo
8e6f295510 [IMP] accounting: clarify invoice sequence format 
task-4564980

closes odoo/documentation#12098

X-original-commit: d2c610179a
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2025-02-18 23:32:40 +00:00
“Dallas”
d15c4205be [IMP] accounting/transactions: view/edit/print statements 
Explains how to view, edit, and print statements from both kanban and list views of transactions.

task-4320158

closes odoo/documentation#12031

X-original-commit: f1f547ca58
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2025-02-17 11:58:18 +00:00
samueljlieber
194ed8085a [FIX] clean unused resource files 
X-original-commit: a4b841afce
Part-of: odoo/documentation#12082
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2025-02-14 21:59:10 +00:00
afma-odoo
e8bd3a105c [IMP] accounting: update payment matching feature 
task-3518648

closes odoo/documentation#12019

X-original-commit: 52d8565f02
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2025-02-11 08:32:03 +00:00
afma-odoo
d4edd280b8 [IMP] accounting: Update customer invoices page for 18.0 
task-3416326

closes odoo/documentation#12016

X-original-commit: b6e6515fbf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2025-02-11 07:12:51 +00:00
Nicolas Viseur (vin)
ee5a13730d [IMP] l10n_vn: SInvoice documentation 
Recently, a new module released to support integration of Odoo with SInvoice to support e-invoicing for Vietnam.

task - 3631616

closes odoo/documentation#11976

X-original-commit: 4b123b8464
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>
 2025-02-07 03:21:42 +00:00
“Chiara
c5bf2164f9 [ADD] accounting: einvoicing for america 
closes odoo/documentation#11961

X-original-commit: 7d4f6dc77a
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2025-02-05 13:54:12 +00:00
mcsi-odoo
4f24ab92bf [IMP] accounting: ocr free iap test credits for enterprise users 
task-4328876

closes odoo/documentation#11883

X-original-commit: 058e379a40
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
 2025-01-27 20:58:27 +00:00
“Dallas”
986a2a0483 [IMP] accounting/bank: outstanding accounts 
Update bank doc to better explain suspense and outstanding accounts and to explain that payments don't create journal entries without outstanding accounts.

task-3474209

closes odoo/documentation#11850

X-original-commit: 88e1bee845
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2025-01-24 13:57:46 +00:00
“Dallas”
ebca1144b6 [FIX] accounting:update internal transfers doc to 18.0 
Internal transfers are now handled via reconciliation model button instead of through payments. This PR moves the internal transfers documentation from the Payments section to the Bank section and updates it to reflect the process in 18.0.

task-4331744

closes odoo/documentation#11778

X-original-commit: cc6306277b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2025-01-18 06:15:25 +00:00
Florian Gilbert
0ee2ff365d [IMP] account/bank: Consistent number for available banks 
The aim of this commit is making sure that we have the same number of available banks.
 
no task id

closes odoo/documentation#11751

X-original-commit: 40c830298c
Signed-off-by: Florian Gilbert (flg) <flg@odoo.com>
 2025-01-14 16:55:47 +00:00
“Dallas”
84451d1bf7 [FIX] accounting/tax-return: fix tax return menu path 
Fix the menu navigation path of the tax return and update for 18.0 UI

task-4424499

closes odoo/documentation#11689

X-original-commit: 27bddd133b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2025-01-07 19:20:51 +00:00
afma-odoo
eb204b9d21 [IMP] accounting: update the analytic budgets page 
task-4237563
task-4257623
task-4308176
task-4369415

closes odoo/documentation#11593

X-original-commit: 47cbfbef41
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-12-17 15:13:12 +00:00
“Chiara
f51520413e [ADD] accounting: e-invoicing regulations 
task-4330898

closes odoo/documentation#11554

X-original-commit: 8381d634f7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2024-12-10 14:49:06 +00:00
Sam Lieber (sali)
989d5b1110 [IMP] accounting/avatax: update limitations for 18 
closes odoo/documentation#11528

X-original-commit: 5060b34697
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-12-06 17:47:11 +00:00
afma-odoo
faa204e0a0 [IMP] accounting: info about proforma label on invoices 
task-3938154
task-3416326
task-2466972

closes odoo/documentation#11491

X-original-commit: 2920b764f1
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-12-02 07:22:53 +00:00
Felicious
07122aa8a8 [IMP] inventory: landed cost conditions 
closes odoo/documentation#11395

X-original-commit: 22a0a1834e
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
 2024-11-15 16:38:13 +00:00
afma-odoo
0292755fe1 [IMP] accounting: adding info about group payments 
task-3518648

closes odoo/documentation#11358

X-original-commit: 75af17192f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-11-15 07:00:22 +00:00
Zachary Straub (ZST)
b29eae5102 [FIX] accounting: fix broken OCR tutorial link 
closes odoo/documentation#11371

X-original-commit: 724f7000d7
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2024-11-14 09:13:04 +00:00
Ricardo Gomes Rodrigues
9b3e9a3c8e [IMP] accounting: deferred full months 
Feature added in commit 5dca9c0c26

closes odoo/documentation#11239

X-original-commit: 939d0de821
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-10-21 15:10:55 +00:00
Ricardo Gomes Rodrigues
987a40cb29 [IMP] accounting: add loan management 
This has been done in https://github.com/odoo/enterprise/pull/68698

closes odoo/documentation#11235

X-original-commit: 8f73708332
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-10-21 12:22:39 +00:00
Ricardo Gomes Rodrigues
3d2422b3bd [IMP] accounting: split deferred settings 
This has been done in 39fffc5541

closes odoo/documentation#11163

X-original-commit: ac69e2872c
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-10-09 13:23:06 +00:00
afma-odoo
a13bf9b24f [IMP] accounting: pdf menu to export reports 
task-3605633

closes odoo/documentation#11114

X-original-commit: 380c4bc10f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-29 19:51:54 +00:00
afma-odoo
8e23bc4ccb [IMP] accounting: cash register page in POS 
task-3721929
task-3890538

closes odoo/documentation#11055

X-original-commit: 5b6531a68d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-19 15:19:07 +00:00
afma-odoo
ff86bf4e67 [IMP] accounting: update reporting page and screenshots 
task-3605633
task-3562956

closes odoo/documentation#11052

X-original-commit: 5bb9c1fcc2
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-19 12:30:24 +00:00
Sven Fuehr
e7b777bebd [IMP] accounting: inalterability update 
To avoid confusion between lock dates and "locking" with hash
we now speak of "securing" (with hash) instead.

In the related community PR we introduce new inalterability features.
  * On account move form view:
    * An indicator next to the 'posted' state whether a move is hashed or not.
    * A checkbox "Secured" in the "Other Info" tab for the same reason.
  * A "Not Secured" filter for account move list views (and account
    move line list views) to find moves (and move lines) that are posted but not hashed.
  * A new wizard to hash all journals (independent of journal settings).

They are invisible by default; the wizard is visible in debug mode.

They can be made visible for a user by activating a special user group
(similar to multi-currency).
This happens automatically for all users in case the "Hash on Post"
option is activated on any journal or the new wizard is used to secure moves.

This commit updates the documentation accordingly.

The inalterability report pictures and description are updated.
I.e. it now checks all journals independent of whether they are restricted ("Hash on Post") or not.
This is since the wizard can be used to hash any journal.

task-4095970

closes odoo/documentation#10906

Related: odoo/odoo#178915
Related: odoo/enterprise#69324
Related: odoo/upgrade#6458
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
 2024-09-12 05:37:29 +00:00
Sven Fuehr
707b5842cb [IMP] accounting: back to hash journal entries on post 
In the related community PR we move from hash on send (back) to hash on post
See community PR.

This commit adapts related documentation.

task-4095970

Part-of: odoo/documentation#10906
Related: odoo/odoo#178915
Related: odoo/enterprise#69324
Related: odoo/upgrade#6458
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
 2024-09-12 05:37:29 +00:00
afma-odoo
ea54d7f4b6 [IMP] accounting: add info on developer mode for bank online synch 
task-4118449

closes odoo/documentation#10965

X-original-commit: 259e6bb272
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-09 07:58:25 +00:00
afma-odoo
0118039e60 [IMP] accounting: change of the onboarding banners 
task-4088605

closes odoo/documentation#10932

X-original-commit: fcf6474829
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-05 11:02:49 +00:00
afma-odoo
203a15e556 [IMP] accounting: change Financial budget title 
task-4147298

closes odoo/documentation#10928

X-original-commit: fc8449c974
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-05 08:26:10 +00:00
afma-odoo
c30312137c [IMP] accounting: add info on partial payment for vendor bills 
task-4043877

closes odoo/documentation#10912

X-original-commit: 60ce9c91a6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-04 08:24:15 +00:00
Felicious
30e1b1f450 [REF] inventory: valuation section 
closes odoo/documentation#10882

X-original-commit: 800328e97f
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-09-03 22:59:33 +00:00
afma-odoo
717a22e828 [IMP] accounting: change duration to re-authorize the Ponto connection 
task-4137393

closes odoo/documentation#10897

X-original-commit: 4e2958f034
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-03 14:47:41 +00:00
Parish Bracha
38fe8febfb [IMP] Accounting: Avatax update and fix 
closes odoo/documentation#10820

X-original-commit: f6226e6aac
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-27 08:19:02 +00:00
kekiss
4e782b9e9a [REM] finance: Taxcloud documentation 
fix Taxcloud redirect

closes odoo/documentation#10785

X-original-commit: 888f29faae
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kara Ekiss (kaek) <kaek@odoo.com>
 2024-08-17 06:51:42 +00:00
KC (ksc)
7428de7be4 [IMP] accounting: adding requested link to sales doc 
closes odoo/documentation#10663

X-original-commit: 41a8050f34
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-08-09 19:08:51 +00:00
afma-odoo
125bef72b0 [IMP] accounting: clarify SEPA credit transfer page 
task-4019186

closes odoo/documentation#10626

X-original-commit: 0665e787a9
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-08-08 14:31:45 +00:00
KC (ksc)
e1230a82d7 [REF] sms marketing: remove essentials and pricing 
closes odoo/documentation#10593

X-original-commit: 6aca6f83d3
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
 2024-08-03 01:50:18 +00:00
Tom Aarab (toaa)
9e7418ea8e [IMP] accounting: vat unit renamed 
taskid-4069502

closes odoo/documentation#10571

X-original-commit: c36ad6720b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-02 11:52:03 +00:00
Tom Aarab (toaa)
2ab76700cb [IMP] uk: bacs files 
Adding BACS files to doc

taskid-3987973

closes odoo/documentation#10558

X-original-commit: e23c78bc65
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-02 07:33:51 +00:00
Tom Aarab (toaa)
0e4978b783 [IMP] accounting: screenshot and related content update 
taskid-3866429

17 and +: change screenshot to new design

closes odoo/documentation#10520

X-original-commit: 01191af74e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-01 14:04:16 +00:00
Felicious
11f3f830a8 [IMP] inventory: automatic config instructions 
closes odoo/documentation#9914

X-original-commit: d31b997900
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: toaa <104567387+toaa-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-21 19:58:21 +00:00
aliya
862d07ba5b [IMP] accounting: peppol 
Recently the Peppol registration flow has been updated and new features were added.
This commit:
- Updates the registration flow description in Peppol documentation
- Explains the decoupling between a sender and a receiver

task-3964853

closes odoo/documentation#9850

X-original-commit: 969a6d940a
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
 2024-06-18 17:10:46 +00:00
Sam Lieber (sali)
a18a378a87 [ADD] accounting/l10n_us: usa accounting 
closes odoo/documentation#9753

X-original-commit: 5272e38c26
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>
Co-authored-by: tiku-odoo <tiku@odoo.com>
Co-authored-by: larm-odoo <larm@odoo.com>
Co-authored-by: samueljlieber <sali@odoo.com>
 2024-06-10 20:05:11 +00:00
tiku-odoo
431f88f955 [IMP] finance: avatax version 17 updates 
closes odoo/documentation#9393

X-original-commit: f80a74f460
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-17 20:48:17 +00:00
tiku-odoo
98f9fa803e [ADD] finance: avalara portal 
closes odoo/documentation#9296

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 18:57:21 +00:00
Felicious
6a0bb6ba9f [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9287

X-original-commit: b5a80eed7b
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-05-10 15:32:51 +00:00
tiku-odoo
50bd2e0d42 [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9281

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 14:13:33 +00:00
tiku-odoo
c743f44177 [IMP] finance: avatax use add logging 
closes odoo/documentation#9273

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 20:50:40 +00:00