Commit Graph

170 Commits

Author SHA1 Message Date
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
“Chiara
0a3618cf95 [IMP] accounting: fiscal position update
task-3272939

closes odoo/documentation#4531

X-original-commit: 440c18ca01
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2023-05-25 10:03:11 +02:00
Gauthier Wala (gawa)
768c2b231b [IMP] accounting: default taxes in taxes.rst
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

closes odoo/documentation#4421

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-24 20:26:30 +02:00
Tom Aarab (toaa)
ae22f379c5 [ADD] accounting: VAT units
task-2557013

16.0: Line 36 = "Create" --> "New"

closes odoo/documentation#4502

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 13:45:17 +02:00
Jonathan Castillo (jcs)
c68cc154ed [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#4478

X-original-commit: 14afa1a1a2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-21 20:31:02 +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)
f8bcfcb83a [REM] accounting: remove page about purchase receipts
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.

closes odoo/documentation#4434

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 18:50:24 +02:00
Tom Aarab (toaa)
9556b85133 [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4390

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-12 19:55:02 +02:00
Julien Van Roy
67ddab9fbc [IMP] accounting: send and print workflow in electronic_invoicing
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/111857

closes odoo/documentation#4197

X-original-commit: 2e9789e436
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-18 23:35:19 +02:00
Julien Van Roy
0f0144abf8 [IMP] accounting/electronic_invoicing: add SG einvoicing format
Since commit
bd06decccf,
the 'SG BIS Billing 3.0' format is available for singaporean companies.

closes odoo/documentation#4166

X-original-commit: 875d5ea61f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 11:49:35 +02:00
Julien Van Roy
e4ab323e9e [IMP] accounting/electronic_invoicing: remove useless section
In previous versions (from 14.0 to saas-15.4), `account_edi_ubl_cii` was
not auto-installed. From 16.0, it is. Thus, we no longer need the
section advising to install this module.

Manifest in saas-15.4:
https://github.com/odoo/odoo/blob/saas-15.4/addons/account_edi_ubl_cii/__manifest__.py
Manifest in 16.0:
https://github.com/odoo/odoo/blob/16.0/addons/account_edi_ubl_cii/__manifest__.py

closes odoo/documentation#4163

X-original-commit: 136187f0fb
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 10:45:06 +02:00
Jonathan Castillo (jcs)
6b4bc0b680 [IMP] subscriptions: overhaul of the basic docs
This commit improves the structure of the Subscription doc and updates
its content (recurring products, subscription plans, sales flow)

task-3222232

closes odoo/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>"
2023-04-08 13:40:25 +02:00
“Chiara
2eafd205de [IMP] accounting: update batch payments
closes odoo/documentation#4058

X-original-commit: 67f10d3eca
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2023-04-06 13:51:59 +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
Loredana Perazzo
7e37798280 [IMP] pos: update fiscal positions page
Task ID: 2862506

closes odoo/documentation#3928

X-original-commit: 4a7acf8c02
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-28 23:17:55 +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
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)
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
Donatienne Pirlot
74d5d52874 [IMP] accounting: Analytic Accounting Documentation
closes odoo/documentation#3802

Id: 3133182
X-original-commit: 6079d0e1d7
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-10 21:26:59 +01:00
Donatienne Pirlot
d85715a176 [IMP] accounting: improving snailmail documentation
Id: 3099154
X-original-commit: 3bb3acbb42

Debug mode should be activated in V15 and V16 to modify the paper format

closes odoo/documentation#3731

X-original-commit: 64aaa6f784
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-03-07 10:06:20 +01:00
Jonathan Castillo (jcs)
22c5ae8905 [ADD] accounting: trusted accounts (send money)
RD task-3210415
Doc task-3211601

closes odoo/documentation#3737

Related: odoo/enterprise#37789
Related: odoo/upgrade#4397
Related: odoo/odoo#114278
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-07 01:59:46 +01:00
Jonathan Castillo (jcs)
3327711e25 [IMP] accounting: new version of cash discount
task-2834752

closes odoo/documentation#3692

X-original-commit: 5fd3092ad3
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-28 23:49:54 +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
Donatienne Pirlot
26b45abb9e [IMP] accounting: updating the doc related to vendor bill to payment
closes odoo/documentation#3638

X-original-commit: 1db61fca8f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-20 13:44:41 +01:00
Donatienne Pirlot
655f923d11 [IMP] accounting: update cheat sheet
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

closes odoo/documentation#3625

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-17 22:02:43 +01:00
Jonathan Castillo (jcs)
65d71dd7be [FIX] *: RST cleanup
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.

closes odoo/documentation#3589

X-original-commit: 7ae76bad42
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-15 16:03:06 +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)
fd25400847 [FIX] *: first small clean of the code
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.

closes odoo/documentation#3544

X-original-commit: 26ddeef42c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-13 14:05:23 +01:00
“Chiara
5d0b31a508 [IMP] accounting/l10n: Italian Localization
closes odoo/documentation#3529

Taskid: 3067241
X-original-commit: 3cfee5c99e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-10 10:13:14 +01:00
Donatienne Pirlot
a1b17b9f31 [ADD] accounting: localization page for uk
closes odoo/documentation#3519

X-original-commit: 0550374968
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-02-09 18:07:36 +01:00
Julien Van Roy
5fb8de203d [IMP] accounting/electronic_invoicing: add a-nz einvoicing format
Since commit
9431dddd7c,
the 'A-NZ BIS Billing 3.0' format is available for australian and new
zealand companies.

closes odoo/documentation#3483

X-original-commit: e2b4e8ad84
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-03 17:41:13 +01:00
Donatienne Pirlot
847f47bcc3 [MOV] purchase: moving doc page from accounting to purchase
Moving the Manage vendor bills page from the accounting app to the purchase app as it is
more relevant.

closes odoo/documentation#3456

Taskid: 2687652
X-original-commit: b5febf2299
Signed-off-by: Zachary Straub <zst@odoo.com>
2023-01-31 23:33:26 +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