Commit Graph

41 Commits

Author SHA1 Message Date
afma-odoo
52d8565f02 [IMP] accounting: update payment matching feature
task-3518648

closes odoo/documentation#11923

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-02-10 16:23:53 +00:00
“Dallas”
88e1bee845 [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#11791

Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-24 11:04:32 +00:00
“Dallas”
ef647fd809 [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#11686

X-original-commit: e85a95bdb2
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-07 17:42:43 +00:00
afma-odoo
47cbfbef41 [IMP] accounting: update the analytic budgets page
task-4237563
task-4257623
task-4308176
task-4369415

closes odoo/documentation#11330

Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-17 12:32:58 +00:00
afma-odoo
d0ce383423 [IMP] accounting: adding info about group payments
task-3518648

closes odoo/documentation#11357

X-original-commit: 75af17192f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-11-12 18:01:55 +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
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
XPL
44e3bd028b [IMP] accounting: change the lock date warning to an optional tip
task-3787113

closes odoo/documentation#9170

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-05-04 02:03:49 +00:00
Ricardo Gomes Rodrigues
7c0598e164 [IMP] accounting: update hash
We did a big refactor of the hash in
https://github.com/odoo/odoo/pull/160820@

This commit updates the documentation accordingly.

task-id 3820975

closes odoo/documentation#8605

X-original-commit: b3ed49c167
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-04-09 21:32:41 +00:00
oco-odoo
cc37e41de0 [IMP] accounting: new tag selector for custom reports
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.

closes odoo/documentation#6509

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-11-20 01:16:38 +00:00
Tom Aarab (toaa)
a3e1378919 [IMP] silverfin: API key
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

closes odoo/documentation#6231

X-original-commit: 323d3563c9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-10-27 13:42:49 +00:00
Xavier (XPL)
b5dbf4779a [IMP] accounting: year-end closing
task-2823858

closes odoo/documentation#5211

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-26 16:11:49 +02:00
Tom Aarab (toaa)
f2ce4374aa [ADD] accounting: incoterms
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4613

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 22:29:31 +02:00
oco-odoo
21b604e0db [IMP] accounting: subformulas for aggregation engine in custom reports
f39862263c
introduced two new subformulas for aggregations, but they were still
missing in the doc.

closes odoo/documentation#4562

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-26 17:29:32 +02:00
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
Donatienne Pirlot
2c45872c57 [IMP] accounting: intrastat documentation update
Updating the Intrastat documentation to provide information related to the Intrastat report.

closes odoo/documentation#3816

Id: 3167429
X-original-commit: 5d801fbdeb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-03-14 12:24:06 +01:00
Jonathan Castillo (jcs)
0fb94a128e [IMP] accounting: add custom anchors to tax_return.rst headings
closes odoo/documentation#3681

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-27 13:56:11 +01:00
Antoine Vandevenne (anv)
518db8b02a [MOV] developer/api/external_api: move "External API" to the reference dir
task-2991663

X-original-commit: 95ed856446
Part-of: odoo/documentation#3660
2023-02-23 16:09:00 +01:00
Jonathan Castillo (jcs)
5f45c6aff8 [MOV] finance: move fiscal localisation pages and merge /overview/
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.

closes odoo/documentation#3559

X-original-commit: ecbb755471
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-13 17:26:08 +01:00
Jonathan Castillo (jcs)
2cd2b864a7 [IMP] accounting: update how to get api keys for silverfin integration
task 2918697

closes odoo/documentation#3428

X-original-commit: 9a0bf7bb0e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-27 14:03:30 +01:00
Jonathan Castillo (jcs)
d5f642d3c6 [ADD] accounting: configuration of silverfin integration
task-2918697

closes odoo/documentation#3359

X-original-commit: 7f6535dcc8
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-18 22:07:11 +01:00
oco-odoo
a88ce0cb9e [IMP] accounting: full documentation of the new report engine
Engine report for accounting.

closes odoo/documentation#3226

Taskid: 3042880
X-original-commit: bf2d3d9ed2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-12-21 18:38:49 +01:00
“Chiara
339b5dbfb6 [IMP] accounting: tax return
closes odoo/documentation#3117

X-original-commit: 1db9968faa
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-12-06 17:12:27 +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
aced62f4b3 [ADD] accounting: provide information on the tax carryover feature
closes odoo/documentation#2947

X-original-commit: cc65809ec5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2022-11-15 18:25:31 +01:00
Xavier
db65871c39 [ADD] accounting: data inalterability check report
Task ID: 2977343

closes odoo/documentation#2716

X-original-commit: 1d48967962
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-09-13 13:53:46 +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
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
Jonathan Castillo (jcs)
c40fbdbe0d [FW][FIX] accounting: fix module name to install in intrastat
closes odoo/documentation#1544

Forward-port-of: odoo/documentation#1539
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-04 18:15:10 +00:00
“Chiara
41b6e71d1d [REM] Accounting: deprecated report removal
Task-id 2744389

closes odoo/documentation#1494

X-original-commit: b34e098551
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-26 17:49:45 +00:00
“Chiara
5db4c36e43 [ADD] Accounting: new page about intrastat
Task-id 2721400

closes odoo/documentation#1478

X-original-commit: aa7a78331d
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-01-21 16:04:50 +00:00
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
Jonathan Castillo
08f8a3d0c0 [REM] content/applications/*: delete unused images 2021-06-09 09:58:59 +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
Jonathan Castillo
d66de0d1f2 [IMP] accounting: move in-odoo to top-level TOC page + imp structure
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 improves the structure of the "Accounting" app:
- it moves the doc "in-odoo" in the top "app" level and its content is
  included in "accounting.rst" (the content will later be improved)

  - adds new intro
  - changes external links to mementos to correct doc references

- it renames the category accounting/overview to
  accounting/getting_started
- it renames the category accounting/overview/getting_started to
  accounting/getting_started/initial_configuration
- it moves "memento" one level above, from
  accounting/overview/main_concepts to the renamed
  accounting/getting_started as it is the last doc remaining in this
  category
- it renames the app "Invoicing and Accounting" to
  "Accounting and Invoicing" since the focus should be on "Accounting"

task-2535899
2021-05-21 17:13:42 +02:00
Victor Feyens
87ab494b42 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-17 18:29:11 +02:00
Antoine Vandevenne (anv)
8a6ad77935 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-04 16:31:06 +02:00