Commit Graph

177 Commits

Author SHA1 Message Date
“Chiara
27a307cb0c [IMP] accounting: followup screenshot
taskid-3614885

closes odoo/documentation#6697

Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2023-12-06 10:12:45 +00:00
Loredana Perazzo
4118cb9bf9 [IMP] pos: remove duplicate of set customer and update sections accordingly
task-3366190

closes odoo/documentation#6606

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2023-11-27 06:09:50 +00:00
Xavier (XPL)
e413418e1e [FIX] accounting: update link to getting started video tutorial
task-3608613

closes odoo/documentation#6609

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-11-23 12:04:38 +00:00
oco-odoo
1a32165180 [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#6494

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-11-17 17:19:27 +00:00
Felicious
9761eb44dc [IMP] inventory: expand on accounting and math
closes odoo/documentation#6458

X-original-commit: 058515ee91
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 17:21:52 +00:00
Tom Aarab (toaa)
885e52530b [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#6225

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 12:07:10 +00:00
tiku-odoo
b9e312f944 [ADD] Accounting: Admonition Block Sunset TaxCloud
closes odoo/documentation#5978

closes odoo/documentation#6039

X-original-commit: 8e1031d9ed
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-06 02:49:34 +00:00
Donatienne (dopi)
1d14941e41 [IMP] accounting: bank reconciliation documentation updated
task-3237825

closes odoo/documentation#5898

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Co-authored-by: Dallas Dean <dade@odoo.com>
2023-10-03 13:01:02 +00:00
Tom Aarab (toaa)
df9adf6d59 [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#5265

X-original-commit: 7f75d16f1b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-08-08 09:05:33 +02:00
Xavier (XPL)
8c03442791 [IMP] accounting: year-end closing
task-2823858

closes odoo/documentation#5203

X-original-commit: 7ba101ffd5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-26 12:53:17 +02:00
Tom Aarab (toaa)
c2ff2671ff [IMP] accounting: multicurrency
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5167

X-original-commit: eff6743924
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-07-20 15:47:45 +02:00
“Dallas”
26c4c01889 [IMP] accounting: update payment terms
task-3211595

closes odoo/documentation#5016

Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2023-07-20 11:55:35 +02:00
Louis Wicket
1227c9cf79 [FIX] incoterms: fix typo: DPA → DAP
closes odoo/documentation#5134

Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
2023-07-18 11:37:32 +02:00
Tom Aarab (toaa)
ba3a60adf7 [IMP] accounting: checks
task-2979887

closes odoo/documentation#4938

X-original-commit: 6e0d01771b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-29 12:12:50 +02:00
Xavier
88da0a9256 [FIX] accounting: remove fullscreen property from tutorial link
task-3389168

closes odoo/documentation#4932

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-06-28 13:05:03 +02:00
Jonathan
1a5952ee95 [IMP] accounting: add tutorials links to chart of accounts
closes odoo/documentation#4831

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-06-21 22:29:41 +02:00
“Dallas”
cf5a3276c9 [MOV] accounting: update/move customer addresses to accounting
task-3304975

closes odoo/documentation#4772

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-16 19:02:46 +02:00
Xavier
7ddbeb9223 [IMP] accounting/sales: default terms and conditions + quotation templates
task-3304938

closes odoo/documentation#4442

Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-06-15 20:46:24 +02:00
Tom Aarab (toaa)
0494082a55 [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4696

X-original-commit: b675584730
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-12 18:06:56 +02:00
Tom Aarab (toaa)
256ddb30ab [IMP] accounting: follow-up reports
task-3316301.

closes odoo/documentation#4497

X-original-commit: 48f3417b7c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 19:19:39 +02:00
Jonathan Castillo (jcs)
65929330ba [MOV] accounting: rename VAT verification filename and title
closes odoo/documentation#4636

X-original-commit: 5c578d627a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-06 20:01:21 +02:00
Tom Aarab (toaa)
adee414578 [IMP] accounting: OSS note removal
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4603

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 11:08:51 +02:00
Tom Aarab (toaa)
971543266a [ADD] accounting: incoterms
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4572

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 11:08:40 +02:00
“Dallas”
27560e7e89 [IMP] accounting: update epc qr code
task-3336175

closes odoo/documentation#4541

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 15:22:07 +02:00
oco-odoo
de095cc4ad [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#4537

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-26 15:22:05 +02:00
“Chiara
440c18ca01 [IMP] accounting: fiscal position update
task-3272939

closes odoo/documentation#4151

Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-05-24 17:39:47 +02:00
Tom Aarab (toaa)
80349d6399 [ADD] accounting: VAT units
task-2557013

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

closes odoo/documentation#4499

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 16:02:09 +02:00
Jonathan Castillo (jcs)
ebeebbcd45 [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#4470

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-20 08:26:00 +02:00
Jonathan Castillo (jcs)
363c935f28 [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4449

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 13:46:49 +02:00
Jonathan Castillo (jcs)
f23173625d [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#4431

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 19:01:05 +02:00
Tom Aarab (toaa)
42ef3b170a [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4387

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-10 13:20:35 +02:00
Julien Van Roy
875d5ea61f [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#4155

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 09:32:08 +02:00
Julien Van Roy
136187f0fb [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#4131

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-13 23:25:54 +02:00
Jonathan Castillo (jcs)
878fc0e21f [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#4062

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>"
2023-04-07 22:22:30 +02:00
“Chiara
67f10d3eca [IMP] accounting: update batch payments
closes odoo/documentation#3958

Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-04-06 11:24:46 +02:00
Jonathan Castillo (jcs)
2d7a48a65e [IMP] accounting: bank statements in the transactions page
task-3264491

closes odoo/documentation#4036

Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-04-05 21:58:27 +02:00
oskarenablebanking
cc194eb979 [ADD] accounting: enablebanking
task-3232701

closes odoo/documentation#3993

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-03 18:42:44 +02:00
Jonathan Castillo (jcs)
d694c6c9f5 [MOV] accounting: structure of bank sync docs
Part-of: odoo/documentation#3993
2023-04-03 18:42:44 +02:00
Loredana Perazzo
4a7acf8c02 [IMP] pos: update fiscal positions page
Task ID: 2862506

closes odoo/documentation#3876

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-28 16:39:16 +02:00
“Chiara
e89211e451 [IMP] accounting: bank transactions
task-3204835

closes odoo/documentation#3760

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-27 12:32:37 +02:00
Jonathan Castillo (jcs)
fe7aa39bc1 [MOV] accounting: remove "misc" category in "bank and cash"
closes odoo/documentation#3825

X-original-commit: 5888b6eb89
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-14 08:27:52 +01:00
Donatienne Pirlot
5d801fbdeb [IMP] accounting: intrastat documentation update
Updating the Intrastat documentation to provide information related to the Intrastat report.

closes odoo/documentation#3640

Id: 3167429
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-03-13 14:42:08 +01:00
Donatienne Pirlot
6079d0e1d7 [IMP] accounting: Analytic Accounting Documentation
closes odoo/documentation#3370

Id: 3133182
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-10 17:17:53 +01:00
Donatienne Pirlot
fc5dfabf77 [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#3729

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 11:41:40 +01:00
Jonathan Castillo (jcs)
5fd3092ad3 [IMP] accounting: new version of cash discount
task-2834752

closes odoo/documentation#3683

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-02-28 18:13:33 +01:00
Jonathan Castillo (jcs)
178bce67bf [IMP] accounting: add custom anchors to tax_return.rst headings
closes odoo/documentation#3679

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-27 14:08:03 +01:00
Antoine Vandevenne (anv)
95ed856446 [MOV] developer/api/external_api: move "External API" to the reference dir
task-2991663

Part-of: odoo/documentation#3655
2023-02-23 14:33:17 +01:00
Donatienne Pirlot
1db61fca8f [IMP] accounting: updating the doc related to vendor bill to payment
closes odoo/documentation#3240

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-20 11:56:35 +01:00
Donatienne Pirlot
8d6e656701 [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#3623

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-17 22:16:41 +01:00
Jonathan Castillo (jcs)
17319f92b2 [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#3581

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-15 12:51:21 +01:00