Commit Graph

124 Commits

Author SHA1 Message Date
“Chiara
5944651cbf [IMP] accounting: SEPA
closes odoo/documentation#3097

Taskid: 2890089
X-original-commit: 5628762fae
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-12-06 08:24:19 +01:00
Tom Aarab (toaa)
22f1c2e361 [IMP] paypal: typo update
V14 has a dedicated "Fees" tab for PayPal, current documentation does not reflect that.

closes odoo/documentation#3084

Taskid: 3089273
X-original-commit: d774094e87
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2022-12-02 20:20:53 +01:00
Tom Aarab (toaa)
110f2e8f80 [IMP] payment provider: minor phrasing
Changed phrasing on main page, based on PR #2775

Forward to 15.3.

closes odoo/documentation#3082

Taskid: 3089294
X-original-commit: 870fb0ba54
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2022-12-02 19:25:54 +01:00
“Chiara
c9c8b3567c [IMP] accounting: update payments by check
closes odoo/documentation#3065

Taskid: 3062532
X-original-commit: 528d16c611
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-12-02 09:06:04 +01:00
“Chiara
759862153c [IMP] accounting: batch payments sdd
Forward to 16.0

closes odoo/documentation#3032

X-original-commit: fe2d694aff
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-11-28 09:48:47 +01:00
Victor Feyens
b8ef59ef84 [FIX] *: remove trailing whitespaces
Part-of: odoo/documentation#2981
2022-11-18 17:42:18 +01:00
Victor Feyens
d2c190f11e [FIX] *: enforce 1 newline on files end
Part-of: odoo/documentation#2981
2022-11-18 17:42:18 +01:00
Tom Aarab (toaa)
31e2867cc8 [ADD] accounting: manage cash transactions
New page to document cash reconciliation, and fixed other H1 titles that should have
 been in small caps. Forward up to V15.

task id: 3000530

closes odoo/documentation#2959

X-original-commit: 5ec67044a8
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2022-11-16 10:14:22 +01:00
Donatienne Pirlot
72b2b07926 [IMP] accounting: update the doc related to internal transfers
closes odoo/documentation#2948

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 14:54:04 +01:00
Tom Aarab (toaa)
88248b4271 [IMP] accounting: updated chart of accounts v15
Creating account groups part was outdated.

task id: 2950820

closes odoo/documentation#2930

X-original-commit: 60ad93ea31
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2022-11-10 15:05:48 +01:00
Tom Aarab (toaa)
2fee4b8a52 [IMP] TaxCloud: updated doc
Changed out-of-date function and updated doc/changed grammar. Forward up to 16 (16 exluded)

task id: 2909436

closes odoo/documentation#2905

X-original-commit: 7cf109db1e
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2022-11-08 10:19:51 +01:00
Tom Aarab (toaa)
87ef7be0d7 [IMP] accounting: updated multiple payments page
Previous page was based on V13. Forward up to 16.

closes odoo/documentation#2916

Taskid: 3045197
X-original-commit: e4839ea7e9
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-11-07 13:17:39 +01:00
Tom Aarab (toaa)
49d8354ba8 [IMP] accounting: updated bank statement page
Previous version used V13 screenshots.

task - 2902004

closes odoo/documentation#2911

X-original-commit: de7fddab6c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-11-07 10:27:16 +01:00
“Chiara
6084af028a [IMP] accounting: Bank Synchronization: automatic import
closes odoo/documentation#2897

X-original-commit: 7fb5a21d64
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-11-03 09:50:32 +01:00
Tom (toaa)
74d88908c1 [IMP] accounting: reconciliation models
Updated reconciliation page. Forward to V15.

closes odoo/documentation#2883

Taskid: 3043106
X-original-commit: 5c83679a02
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-28 14:39:42 +02:00
Donatienne Pirlot
d04d1d930f [IMP] accounting: update and improve the cash basis taxes documentation
closes odoo/documentation#2869

Id: 2381690
X-original-commit: 8770938a97
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-10-28 13:52:41 +02:00
Donatienne Pirlot
c829f54aec [IMP] accounting: update the bank accounts documentation
ID:2607774

closes odoo/documentation#2878

X-original-commit: 285252d1fd
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-28 13:06:52 +02:00
Jonathan Castillo (jcs)
c37f31b59a [IMP] *: Remove "SaaS" to keep only the "Odoo Online" appellation
task-3034812

closes odoo/documentation#2834

X-original-commit: eae71e6eda
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-21 15:27:35 +02:00
Jonathan Castillo (jcs)
6f279737a3 [IMP] *: consistency for the use of "Odoo Online" (and SaaS)
task-3034812

X-original-commit: 121516d52c
Part-of: odoo/documentation#2834
2022-10-21 15:27:34 +02:00
Tom Aarab (toaa)
25be6ed40f [FW][FIX] payment providers: ogone parameter value typo
Fixed a typo in the ogone documentation

task id: 3001021

closes odoo/documentation#2780

Forward-port-of: odoo/documentation#2772
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-30 13:21:48 +02:00
Fabrice Henrion
41780495a6 [FIX] accounting: grammar fix in ponto
closes odoo/documentation#2756

X-original-commit: dad110c7cc
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-23 11:13:54 +02:00
Tom Aarab (toaa)
b74f818e63 [IMP] accounting: update + merge of multiple multi-currency pages
task id: 2942040

closes odoo/documentation#2742

X-original-commit: 149353cf72
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2022-09-20 19:14:05 +02:00
Xavier
fe4ddd65f4 [ADD] accounting: data inalterability check report
Task ID: 2977343

closes odoo/documentation#2714

X-original-commit: 1d48967962
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-09-13 12:19:50 +02:00
Jonathan Castillo (jcs)
441146b591 [IMP] acc/l10n: minor change in mexico/pre-requirements
task-2971754

closes odoo/documentation#2689

X-original-commit: 8d482c831e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-06 11:57:20 +02:00
Donatienne Pirlot
98dc87f164 [IMP] accounting: update the information on recording payments
closes odoo/documentation#2683

Id: 2258464
X-original-commit: de3beb7e8a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-05 17:09:01 +02:00
Jonathan Castillo (jcs)
b975388273 [IMP] accounting/l10n: table with list of modules to install Luxembourg
closes odoo/documentation#2670

X-original-commit: 3083c2dbe6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-02 15:39:46 +02:00
Nidhi Patel
d8065fdcf4 [ADD] accounting/l10n: new localization page for India
closes odoo/documentation#2660

X-original-commit: 028c67041b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
2022-09-01 22:59:05 +02:00
Zachary Straub (ZST)
e38ff186ec [IMP] finance/accounting: add Delivery Guide to CL localization
closes odoo/documentation#2644

X-original-commit: a6f2c55896
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-08-30 13:23:02 +02:00
Tom Aarab (toaa)
43b19aefae [IMP] accounting: updated foreign currency page
Foreign currency page was V13 only and outdated. Updated for V14.

task - 2904025

closes odoo/documentation#2637

X-original-commit: 0ba09280ad
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-08-26 15:37:26 +02:00
Jonathan Castillo (jcs)
ae7494acbe [FIX] accounting: new tutorial link in payment_terms
task-2963526

closes odoo/documentation#2632

X-original-commit: 99519c93cb
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-08-26 14:38:04 +02:00
Tom Aarab (toaa)
27b3e292b3 [IMP] accounting: fixed one-word mistake on B2B/B2C page
V13/14 only. Create fw-bot request for V15

task id: 2960682

closes odoo/documentation#2622

X-original-commit: e16200918d
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-08-26 12:33:55 +02:00
Antoine Vandevenne (anv)
c3bf608a04 [IMP] stripe: clarify the conditions for the support of a payment method
Even though the documentation was correct, it was confusing the reader
to state that local payment methods are considered enabled if their
related payment icon record does not exist in the database. The intended
meaning was that this statement only holds if the local payment method
is also supported, otherwise it cannot be enabled.

closes odoo/documentation#2589

X-original-commit: 8bcaa08531
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-08-18 11:40:14 +02:00
Donatienne Pirlot
d42b622f31 [IMP] accounting: further information to be added regarding EDI
closes odoo/documentation#2575

Id: 2857860
X-original-commit: 0f42b4c94f
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-08-09 12:59:59 +02:00
Donatienne Pirlot
88f925e3d5 [ADD] accounting: creation of electronic invoicing documentation
closes odoo/documentation#2569

Id: 2857860
X-original-commit: 73204e6789
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-08-08 12:02:01 +02:00
Tom Aarab (toaa)
1d729a4d71 [IMP] payment providers: ingenico documentation updated
This is a new documentation for the Ingenico payment provider, as support received a lot of tickets from customers having issues setting-up ingenico properly.

task - 2834329

closes odoo/documentation#2524

X-original-commit: b064a7ed6b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-07-26 11:21:44 +02:00
Tom Aarab (toaa)
2f92eadc10 [IMP] accounting: Adyen's backend changes for the webhook creation
Adyen's backend had slightly changed and the previous doc version was outdated (URL and HMAC key fields)

task - 2810213

closes odoo/documentation#2353

X-original-commit: da87312821
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-07-01 12:09:54 +02:00
Donatienne Pirlot
530923f206 [IMP] accounting: note about outstanding accounts
task-2868642

closes odoo/documentation#2294

X-original-commit: 11f9c35191
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-06-24 18:38:57 +02:00
Donatienne Pirlot
9e6830457c [IMP] accounting: new content for invoice digitization (ocr)
closes odoo/documentation#2259

Id: 2320188
X-original-commit: c8fd4608d4
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-06-21 20:34:44 +02:00
“Chiara
65d35dbbdb [FW][IMP] accounting: remove the odoo tutorials invoices link
Deleting the Odoo Tutorials Invoices link since the course has been merged, and the link isn't necessary anymore.

closes odoo/documentation#2247

Forward-port-of: odoo/documentation#2243
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-06-20 18:36:07 +02:00
Jonathan Castillo (jcs)
d40ee5b408 [ADD] accounting/l10n: new egyptian localization and einvoicing section
task-id 2858349

closes odoo/documentation#2146

X-original-commit: a2cf3da864
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-06-02 17:19:08 +02:00
Tom Aarab (toaa)
4fd44317e5 [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#2136

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 14:19:48 +02:00
Antoine Vandevenne (anv)
c68c8b363b [IMP] payment_acquirers: explain the different additional features
task-2862636

closes odoo/documentation#2119

X-original-commit: c820aa4951
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-06-01 10:38:47 +02:00
Donatienne Pirlot
f671fc5b14 [IMP] accounting: update the follow-up information
Task ID: 2735445

closes odoo/documentation#2079

X-original-commit: ffc23483ca
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2022-05-24 16:24:58 +02:00
Antoine Vandevenne (anv)
250bc3ab21 [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#2066
2022-05-20 14:48:37 +02:00
Donatienne Pirlot
9fbbbc9fcf [IMP] accounting : update the list of fiscal localization packages
task id: 2858536

closes odoo/documentation#2048

X-original-commit: 6ca1fd83ec
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2022-05-20 14:48:34 +02:00
Donatienne Pirlot
0cab975494 [ADD] accounting: new doc about outstanding account
Task-id 2744131

closes odoo/documentation#2010

X-original-commit: 5de81c9e2d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-18 12:53:00 +02:00
Fabrice Henrion
1a466a95a3 [IMP] payment acquirers: a note in Authorize.net
closes odoo/documentation#1988

X-original-commit: df10f17c3e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-05-12 18:20:47 +02:00
Zachary Straub (ZST)
382e296e13 [ADD] accounting: avatax integration
closes odoo/documentation#1944

X-original-commit: 093aea15ec
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 08:25:23 +02:00
Jonathan Castillo (jcs)
992ead9e0a [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#1920

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 14:28:51 +02:00
Antoine Dupuis (andu)
9122af05cd [FW][IMP] accounting: add a warning about invoices in USD in Mexico
Mexican companies very commonly issue invoices in USD, to be fulfiled
in MXN, at the official exchange rate defined by the Banco de Mexico
on the day of payment.

(Presumably, this is to insure against the volatility of the Mexican
peso.)

Odoo supports this workflow, but only if the payment is registered
directly on the invoice using the 'Register Payment' button.

If the payment is created separately, and then reconciled manually
with the invoice, a whole host of problems occur:
- the payment typically can't be reconciled fully with the invoice,
  (even though that can usually be solved by manually creating
  an exchange move)
- but more problematically, the amounts on the payment CFDI will
  be wrong, and even manually creating an exchange move won't solve
  that.

So, we absolutely need to warn users not to try to do that.

(We've been encountering lots of tickets lately in the tech-support
pipe because of users who tried this and then wonder why it doesn't
work.)

This is currently an issue in 14.0, 15.0 and master.

closes odoo/documentation#1915

Forward-port-of: odoo/documentation#1728
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-05 09:41:42 +02:00