Commit Graph

53 Commits

Author SHA1 Message Date
“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
“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
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
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
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
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
Tom Aarab (toaa)
67aefbacd4 [IMP] accounting: transactions update
taskid-3835958

closes odoo/documentation#8603

X-original-commit: 52a0df9b6e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-04-11 10:30:11 +00:00
Jonathan Castillo (jcs)
0249d9d0a6 [MOV] documentation structure reorganization
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

closes odoo/documentation#8064

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-12 07:08:34 +00:00
Donatienne (dopi)
7c3abb5af5 [IMP] accounting: reconciliation models update
task-3377307

closes odoo/documentation#7514

X-original-commit: e5a19771c1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-01-30 09:18:00 +00:00
Tom Aarab (toaa)
6f3ca9f4a3 [IMP] accounting: bank sync
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

closes odoo/documentation#7234

X-original-commit: f0ee3420b9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-04 17:58:34 +00:00
Tom Aarab (toaa)
a8ef31f215 [IMP] accounting: reconciliation
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.

closes odoo/documentation#6234

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-10-27 13:42:50 +00:00
Donatienne (dopi)
e8febc9656 [IMP] accounting: bank reconciliation documentation updated
task-3237825

closes odoo/documentation#5983

X-original-commit: 1d14941e41
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Co-authored-by: Dallas Dean <dade@odoo.com>
2023-10-04 19:40:24 +00:00
Tom Aarab (toaa)
c086cf7ca8 [IMP] accounting: bank sync
Updated the section on dates

task-id:3519559

closes odoo/documentation#5956

X-original-commit: 65a2bbacf2
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-10-02 06:54:40 +00:00
Jonathan Castillo (jcs)
8553f68bb8 [MOV] accounting: restructuration of the accounting documentation
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

closes odoo/documentation#4479

X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-22 11:43:14 +02:00
Jonathan Castillo (jcs)
16224865de [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4446

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 13:38:07 +02:00
Jonathan Castillo (jcs)
03dc488290 [IMP] accounting: bank statements in the transactions page
task-3264491

closes odoo/documentation#4041

X-original-commit: 2d7a48a65e
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-05 23:25:15 +02:00
oskarenablebanking
ae399fc411 [ADD] accounting: enablebanking
task-3232701

closes odoo/documentation#4002

X-original-commit: cc194eb979
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-03 21:47:10 +02:00
Jonathan Castillo (jcs)
d70bd0b773 [MOV] accounting: structure of bank sync docs
X-original-commit: d694c6c9f5
Part-of: odoo/documentation#4002
2023-04-03 21:47:09 +02:00
“Chiara
46a6b90110 [IMP] accounting: bank transactions
task-3204835

closes odoo/documentation#3897

X-original-commit: e89211e451
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-27 17:13:50 +02:00
Jonathan Castillo (jcs)
d5fc577b0b [MOV] accounting: remove "misc" category in "bank and cash"
closes odoo/documentation#3827

X-original-commit: 5888b6eb89
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-14 07:51:42 +01:00
Victor Feyens
c2f8d4bd44 [FIX] *: remove trailing whitespaces
Part-of: odoo/documentation#2984
2022-11-18 18:04:50 +01:00
Victor Feyens
c60bc5f919 [FIX] *: enforce 1 newline on files end
Part-of: odoo/documentation#2984
2022-11-18 18:04:49 +01:00
Donatienne Pirlot
cab1a56722 [IMP] accounting: update the doc related to internal transfers
closes odoo/documentation#2951

Id: 2901915
X-original-commit: d36bacb54a
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2022-11-15 18:25:34 +01:00
Tom Aarab (toaa)
cabd6e7f85 [IMP] accounting: updated bank statement page
Previous version used V13 screenshots.

task - 2902004

closes odoo/documentation#2914

X-original-commit: de7fddab6c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-11-07 11:27:04 +01:00
“Chiara
5d7209d635 [IMP] accounting: Bank Synchronization: automatic import
closes odoo/documentation#2900

X-original-commit: 7fb5a21d64
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-11-02 19:19:53 +01:00
Donatienne Pirlot
7858ac6c68 [IMP] accounting: update the bank accounts documentation
ID:2607774

closes odoo/documentation#2881

X-original-commit: 285252d1fd
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-28 13:23:09 +02:00
Fabrice Henrion
2c7d61f938 [FIX] accounting: grammar fix in ponto
closes odoo/documentation#2759

X-original-commit: dad110c7cc
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-23 11:22:40 +02:00
Tom Aarab (toaa)
bb128030a2 [IMP] accounting: updated foreign currency page
Foreign currency page was V13 only and outdated. Updated for V14.

task - 2904025

closes odoo/documentation#2639

X-original-commit: 0ba09280ad
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-08-27 05:25:48 +02:00
Donatienne Pirlot
c949a732c9 [IMP] accounting: note about outstanding accounts
task-2868642

closes odoo/documentation#2297

X-original-commit: 11f9c35191
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-06-24 19:34:19 +02:00
Tom Aarab (toaa)
75368f52e8 [IMP] accounting: add note about bank sync not available for trial db
Added a note to specify that bank synchronization is not available on trial databases

closes odoo/documentation#2138

X-original-commit: e4fc5f07ee
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2022-06-02 15:51:00 +02:00
Antoine Vandevenne (anv)
8722ea902e [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2068
2022-05-20 14:18:54 +02:00
Donatienne Pirlot
951e47708d [ADD] accounting: new doc about outstanding account
Task-id 2744131

closes odoo/documentation#2012

X-original-commit: 5de81c9e2d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-18 13:08:28 +02:00
Jonathan Castillo (jcs)
74840c9223 [IMP] contributing: modify titles and headings guidelines
The previous guidelines for titles and headings included an exception to
capitalize feature names as they are written in the apps. However, this
exception seems to have confused most writers as it isn't always clear
what should be considered as a feature name or what should be considered
as a noun or noun group. This commit removes this exception to make the
writing and reviewing processes easier while retaining good titles and
improving consistency across the documentation. It also changes the
titles of the Accounting section to provide a better example to other
writers.

task-id 2843109

closes odoo/documentation#1922

X-original-commit: 1997788e81
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-05-05 16:23:17 +02:00
Antoine Vandevenne (anv)
6594686062 [MERGE] Forward-port of branch 13.0 to 14.0 2021-07-20 12:55:24 +02:00
Jonathan Castillo (jcs)
69364e7ddb [IMP] accounting: remove deprecated tip in "reconciliation/use_cases"
task-2605395
2021-07-16 10:14:48 +02:00
Victor Feyens
5ae6578b83 [MERGE] Forward-port of branch 13.0 to 14.0 2021-07-07 16:44:12 +02:00
Florian Gilbert
4e070ab14c [DEL] accounting: doc about Paypal 2021-07-07 15:46:47 +02:00
Florian Gilbert
4bd0353e2f [ADD] accounting: new doc about Salt Edge 2021-07-07 15:46:47 +02:00
Florian Gilbert
2c9ce286d7 [IMP] accounting: update doc about Ponto 2021-07-07 15:46:47 +02:00
Florian Gilbert
64784c41ed [IMP] accounting: improve doc about bank synchronization 2021-07-07 15:46:47 +02:00
Antoine Vandevenne (anv)
b30f28a3c4 [MERGE] Forward-port of branch 13.0 to 14.0 2021-06-09 12:22:50 +02:00
Antoine Vandevenne (anv)
251438d569 [MERGE] Forward-port of branch 12.0 to 13.0 2021-06-09 12:10:06 +02:00
Antoine Vandevenne (anv)
1d3375f1a8 [IMP] *: exclude empty TOC pages from search results
When searching for a string that can be found in a TOC page's content,
that page is listed in the search results. This is not a wanted behavior
because TOC pages without the 'show-content' metadata directive are not
supposed to be accessible.

This commit adds a 'nosearch' metadata directive to all TOC pages
without a 'show-content' metadata directive, hence removing them from
search results.

task-2527419
2021-06-09 11:55:34 +02:00
Jonathan Castillo
2fb77cf3ff [MOV] general: removes main "settings" section + move content
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit:
- removes the main "settings" section
  - move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
  - it replaces the references to that doc with `:ref:` directives
    rather than `:doc:` directives
  - it is worth noting that it also fixes plenty of links that
    previously referred to "developer_mode" (the category) rather than
	"developer_mode/activate" (the document)

task-2535899
2021-06-04 13:51:18 +02:00
Victor Feyens
40afc9d9f0 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-31 14:54:23 +02:00
Victor Feyens
becf7a207d [FIX] content/applications/*: typos
found with codespell
2021-05-31 14:44:18 +02:00
Victor Feyens
87ab494b42 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-17 18:29:11 +02:00