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205 Commits

Author SHA1 Message Date
tiku-odoo
867a6e0f1a [ADD] finance: avalara portal 
closes odoo/documentation#9291

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-13 12:37:20 +00:00
Felicious
e95a2d1684 [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9282

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 14:22:47 +00:00
tiku-odoo
73bb2393b6 [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9275

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 13:09:51 +00:00
tiku-odoo
bd047b7014 [IMP] finance: avatax use add logging 
closes odoo/documentation#9261

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 20:24:13 +00:00
tiku-odoo
2a9da69fcb [ADD] finance: avatax tax calculation 
closes odoo/documentation#9211

X-original-commit: 41b6e2f227
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-06 21:25:00 +00:00
XPL
b97872e403 [IMP] accounting: change the lock date warning to an optional tip 
task-3787113

closes odoo/documentation#9163

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-05-03 21:59:36 +00:00
XPL
0f638cc5f0 [IMP] accounting: snailmail trial credits removal 
task-3844653

closes odoo/documentation#8678

X-original-commit: e7dc7815b5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-04-11 09:43:00 +00:00
Ricardo Gomes Rodrigues
1f4c1f455d [IMP] accounting: clarify deferred start date 
closes odoo/documentation#8515

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-04-05 12:44:59 +00:00
Stephan Wilson
9f44073469 [IMP] accounting: wrong line break in customer_invoices 
Removed line break

closes odoo/documentation#8133

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-14 10:34:57 +00:00
Jonathan Castillo (jcs)
3415fa3762 [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#8059

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-11 14:51:22 +00:00
Dylan Kiss (dyki)
1f730d050f [IMP] accounting: deferred detail change 
Update the documentation for Deferred Revenues and Expenses following
the changes in https://github.com/odoo/enterprise/pull/56052

task-3725621

closes odoo/documentation#7662

Related: odoo/enterprise#56052
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-13 14:55:28 +00:00
“Audrey
dd5bc00ba9 [IMP] payment_providers: restructure doc page 
task-3702587

Based on https://github.com/odoo/documentation/pull/7414
Up to saas-16.4

closes odoo/documentation#7596

X-original-commit: e29b743a82
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-02-01 08:09:17 +00:00
Donatienne (dopi)
e5a19771c1 [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7482

X-original-commit: 9f09422920
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-01-23 14:43:12 +00:00
Tom Aarab (toaa)
db16343f68 [REM] accounting: multiple payments 
Removing redundant page (see task)

See PR https://github.com/odoo/documentation/pull/6645

taskid-3466400

closes odoo/documentation#7347

X-original-commit: 2ef7150ebf
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-12 08:43:24 +00:00
Tom Aarab (toaa)
bf9ff80a83 [IMP] accounting: payments doc update 
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7267

X-original-commit: 36d0a51496
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 13:51:22 +00:00
Tom Aarab (toaa)
728c6975f3 [IMP] accounting: checks 
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7288

X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 12:46:50 +00:00
Tom Aarab (toaa)
f0c4a870ef [IMP] accounting: reporting 
Updated the reporting section.

Forward to 16.3

closes odoo/documentation#7266

X-original-commit: d0b0cdfcf5
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-05 08:16:28 +00:00
Tom Aarab (toaa)
635cb044fb [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#7231

X-original-commit: 50e9083274
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 09:05:27 +00:00
Tom Aarab (toaa)
22012bbf3e [IMP] accounting: batch payments 
Updated screenshots from 16.3 onwards. Forward to master.

taskid-3615592

closes odoo/documentation#6707

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 09:05:24 +00:00
Ricardo Gomes Rodrigues
51079b8296 [IMP] accounting: Deferred revenues and expenses 
Update Deferred Revenues and Expenses documentation
following the changes in https://github.com/odoo/enterprise/pull/40902

task-id 3478356

closes odoo/documentation#6455

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2023-12-22 16:29:45 +00:00
Tom Aarab (toaa)
8dccc8fc22 [IMP] accounting: updated chart of accounts page 
Updated the chart of accounts page. Forward to master.

16.3 -> Change "ellipsis" menu button
17 -> Change "Setup" to "View"

taskid-3609365

closes odoo/documentation#6913

X-original-commit: b617b47ab2
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-14 13:26:40 +00:00
John Holton (hojo)
ad4f3d48ab [REF] Inventory: Restructure Inventory scope 
closes odoo/documentation#6880

X-original-commit: 59791c252b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-11 21:49:25 +00:00
“Chiara
6926dcf844 [IMP] accounting: followup screenshot 
taskid-3614885

closes odoo/documentation#6790

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2023-12-06 12:11:40 +00:00
Loredana Perazzo
da9268f07a [IMP] pos: remove duplicate of set customer and update sections accordingly 
task-3366190

closes odoo/documentation#6665

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
 2023-12-04 11:41:31 +00:00
Xavier (XPL)
ae5e8c7aef [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6612

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-23 21:11:43 +00:00
oco-odoo
a0da25bb62 [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#6503

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-17 20:34:03 +00:00
Felicious
f4a17b8a1a [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6477

X-original-commit: 9761eb44dc
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: toaa <104567387+toaa-odoo@users.noreply.github.com>
Co-authored-by: meng-odoo <101904966+meng-odoo@users.noreply.github.com>
 2023-11-15 23:51:44 +00:00
Tom Aarab (toaa)
bec8860955 [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#6228

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 11:15:58 +00:00
Tom Aarab (toaa)
a31bcec3ba [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#6162

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 09:43:43 +00:00
tiku-odoo
8fb636442f [ADD] Accounting: Admonition Block Sunset TaxCloud 
closes odoo/documentation#5978

closes odoo/documentation#6042

X-original-commit: 8e1031d9ed
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-10-06 02:48:51 +00:00
Donatienne (dopi)
9032ae0389 [IMP] accounting: bank reconciliation documentation updated 
task-3237825

closes odoo/documentation#5981

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 10:48:57 +00:00
Tom Aarab (toaa)
d5bac4f64c [IMP] accounting: bank sync 
Updated the section on dates

task-id:3519559

closes odoo/documentation#5954

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 07:01:30 +00:00
Tom Aarab (toaa)
1e8e39df93 [IMP] accounting/credit and debit notes 
Forward to master.

Change 16.3 onwards (screenshots)

Improved the doc and added some info on debit notes (was missing).

taskid-3439169

closes odoo/documentation#5268

X-original-commit: 7f75d16f1b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-08-07 11:11:47 +02:00
“Dallas”
eddb0e2a99 [IMP] accounting: move cash discount tax reduction to payment term 
task-3211595

closes odoo/documentation#5258

X-original-commit: ceda988a29
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-08-04 11:15:29 +02:00
Xavier (XPL)
93d2bfaff4 [IMP] accounting: year-end closing 
task-2823858

closes odoo/documentation#5208

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-07-26 17:28:21 +02:00
Tom Aarab (toaa)
abe1a14e3c [IMP] accounting: multicurrency 
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5170

X-original-commit: 4b142c2a70
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-07-20 15:14:00 +02:00
“Dallas”
8a3c452920 [IMP] accounting: update payment terms 
task-3211595

closes odoo/documentation#5174

X-original-commit: 26c4c01889
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-07-20 14:00:49 +02:00
Louis Wicket
fb5018a46f [FIX] incoterms: fix typo: DPA → DAP 
closes odoo/documentation#5145

X-original-commit: 1227c9cf79
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
 2023-07-18 15:38:38 +02:00
Tom Aarab (toaa)
033ff8cd92 [IMP] accounting: checks 
task-2979887

closes odoo/documentation#4941

X-original-commit: ac0db5ad17
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-29 10:16:36 +02:00
Xavier
c336f34baf [FIX] accounting: remove fullscreen property from tutorial link 
task-3389168

closes odoo/documentation#4935

X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-06-28 16:00:53 +02:00
Jonathan
9dd4f67d1e [IMP] accounting: add tutorials links to chart of accounts 
closes odoo/documentation#4834

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-06-21 22:10:57 +02:00
“Dallas”
b2c934aaad [MOV] accounting: update/move customer addresses to accounting 
task-3304975

closes odoo/documentation#4777

X-original-commit: cf5a3276c9
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-16 20:19:48 +02:00
Xavier
4c483e2a4a [IMP] accounting/sales: default terms and conditions + quotation templates 
task-3304938

closes odoo/documentation#4765

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
 2023-06-16 14:52:41 +02:00
Tom Aarab (toaa)
372ecf24cb [IMP] accounting: OSS report 
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4714

X-original-commit: 0494082a55
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-13 08:28:31 +02:00
Tom Aarab (toaa)
096cb6db4f [IMP] accounting: follow-up reports 
task-3316301.

closes odoo/documentation#4699

X-original-commit: 256ddb30ab
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-06-12 10:28:31 +02:00
“Dallas”
d472c646a8 [IMP] accounting: update VIES VAT number validation 
task-3329992

closes odoo/documentation#4616

Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
 2023-06-07 15:00:24 +02:00
Tom Aarab (toaa)
8b49c23499 [IMP] accounting: OSS note removal 
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4612

X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 18:53:19 +02:00
Tom Aarab (toaa)
3013dac949 [ADD] accounting: incoterms 
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4611

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-06-02 18:53:17 +02:00
oco-odoo
913cc4cb02 [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#4561

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
 2023-05-26 17:17:01 +02:00
“Dallas”
3bab6a3cbf [IMP] accounting: update epc qr code 
task-3336175

closes odoo/documentation#4544

X-original-commit: fd23308e93
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Dean Dallas (dade) <dade@odoo.com>
 2023-05-26 14:14:56 +02:00