Commit Graph

177 Commits

Author SHA1 Message Date
“Chiara
b937f99707 [IMP] accounting: followup screenshot
taskid-3614885

closes odoo/documentation#6788

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2023-12-06 12:24:57 +00:00
Loredana Perazzo
0ea02fb3aa [IMP] pos: remove duplicate of set customer and update sections accordingly
task-3366190

closes odoo/documentation#6663

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2023-12-04 11:48:40 +00:00
Xavier (XPL)
2e2d2a38fc [FIX] accounting: update link to getting started video tutorial
task-3608613

closes odoo/documentation#6610

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-11-23 13:19:17 +00:00
oco-odoo
a1f49050a0 [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#6499

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-11-17 20:19:16 +00:00
Felicious
2b1dfa0ecc [IMP] inventory: expand on accounting and math
closes odoo/documentation#6473

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 23:52:11 +00:00
Tom Aarab (toaa)
6e78e1ffa9 [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#6226

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 11:33:35 +00:00
tiku-odoo
90960a9c3f [ADD] Accounting: Admonition Block Sunset TaxCloud
closes odoo/documentation#5978

closes odoo/documentation#6040

X-original-commit: 8e1031d9ed
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-06 02:49:20 +00:00
Donatienne (dopi)
2955009bfc [IMP] accounting: bank reconciliation documentation updated
task-3237825

closes odoo/documentation#5979

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 12:13:37 +00:00
Tom Aarab (toaa)
50ec6412d3 [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#5266

X-original-commit: 7f75d16f1b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-08-08 09:08:59 +02:00
Xavier (XPL)
ca37c744bf [IMP] accounting: year-end closing
task-2823858

closes odoo/documentation#5206

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-26 14:48:44 +02:00
Tom Aarab (toaa)
d07250afb9 [IMP] accounting: multicurrency
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5168

X-original-commit: a6e5cfd6ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-07-20 17:08:53 +02:00
“Dallas”
7a28ebf3cc [IMP] accounting: update payment terms
task-3211595

closes odoo/documentation#5172

X-original-commit: 26c4c01889
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2023-07-20 13:57:21 +02:00
Louis Wicket
94dd30c277 [FIX] incoterms: fix typo: DPA → DAP
closes odoo/documentation#5143

X-original-commit: 1227c9cf79
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
2023-07-18 15:33:12 +02:00
Tom Aarab (toaa)
d6594cd73a [IMP] accounting: checks
task-2979887

closes odoo/documentation#4939

X-original-commit: 6e0d01771b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-29 09:11:51 +02:00
Xavier
f89e7e1b49 [FIX] accounting: remove fullscreen property from tutorial link
task-3389168

closes odoo/documentation#4933

X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-06-28 18:05:48 +02:00
Jonathan
99b361f667 [IMP] accounting: add tutorials links to chart of accounts
closes odoo/documentation#4832

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-06-21 21:57:55 +02:00
“Dallas”
8fcfdb7479 [MOV] accounting: update/move customer addresses to accounting
task-3304975

closes odoo/documentation#4775

X-original-commit: cf5a3276c9
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-17 01:12:50 +02:00
Xavier
68544e359a [IMP] accounting/sales: default terms and conditions + quotation templates
task-3304938

closes odoo/documentation#4763

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-06-16 10:59:42 +02:00
Tom Aarab (toaa)
d89636d5f5 [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4710

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 08:22:05 +02:00
Tom Aarab (toaa)
8be667cae3 [IMP] accounting: follow-up reports
task-3316301.

closes odoo/documentation#4697

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 10:32:39 +02:00
Jonathan Castillo (jcs)
4ea3071197 [MOV] accounting: rename VAT verification filename and title
closes odoo/documentation#4637

X-original-commit: 5c578d627a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-06 21:19:40 +02:00
Tom Aarab (toaa)
37f5af4f9c [IMP] accounting: OSS note removal
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4607

X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 13:50:17 +02:00
Tom Aarab (toaa)
d365db01cf [ADD] accounting: incoterms
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4606

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 13:50:12 +02:00
oco-odoo
748fa168dd [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#4559

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-26 17:27:51 +02:00
“Dallas”
7fbd316fb1 [IMP] accounting: update epc qr code
task-3336175

closes odoo/documentation#4542

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 15:04:42 +02:00
“Chiara
ba222cad55 [IMP] accounting: fiscal position update
task-3272939

closes odoo/documentation#4529

X-original-commit: 440c18ca01
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2023-05-25 09:27:51 +02:00
Tom Aarab (toaa)
6676f2854e [ADD] accounting: VAT units
task-2557013

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

closes odoo/documentation#4500

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 14:34:03 +02:00
Jonathan Castillo (jcs)
a4bb72990c [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#4476

X-original-commit: ebeebbcd45
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-20 09:32:30 +02:00
Jonathan Castillo (jcs)
761f27ef97 [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4450

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 13:36:25 +02:00
Jonathan Castillo (jcs)
22a8e3ca4c [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#4432

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 18:43:58 +02:00
Tom Aarab (toaa)
8691376515 [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4388

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-10 17:50:09 +02:00
Julien Van Roy
8b259be596 [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#4164

X-original-commit: 875d5ea61f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 11:36:29 +02:00
Julien Van Roy
f400844cc2 [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#4161

X-original-commit: 136187f0fb
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-14 07:10:12 +02:00
Jonathan Castillo (jcs)
a252436d86 [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#4066

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 13:00:25 +02:00
“Chiara
06d7fa4fa1 [IMP] accounting: update batch payments
closes odoo/documentation#4055

X-original-commit: 67f10d3eca
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2023-04-06 14:09:12 +02:00
Jonathan Castillo (jcs)
555565d9d3 [IMP] accounting: bank statements in the transactions page
task-3264491

closes odoo/documentation#4039

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 23:21:51 +02:00
oskarenablebanking
9309d86122 [ADD] accounting: enablebanking
task-3232701

closes odoo/documentation#4000

X-original-commit: cc194eb979
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-03 21:04:48 +02:00
Jonathan Castillo (jcs)
d73f64c368 [MOV] accounting: structure of bank sync docs
X-original-commit: d694c6c9f5
Part-of: odoo/documentation#4000
2023-04-03 21:04:48 +02:00
Loredana Perazzo
f3bb0a0431 [IMP] pos: update fiscal positions page
Task ID: 2862506

closes odoo/documentation#3926

X-original-commit: 4a7acf8c02
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-28 23:20:32 +02:00
“Chiara
d56ee83834 [IMP] accounting: bank transactions
task-3204835

closes odoo/documentation#3895

X-original-commit: e89211e451
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-27 15:20:46 +02:00
Donatienne Pirlot
6332b4ee53 [IMP] accounting: intrastat documentation update
Updating the Intrastat documentation to provide information related to the Intrastat report.

closes odoo/documentation#3814

Id: 3167429
X-original-commit: 5d801fbdeb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-03-14 12:05:03 +01:00
Jonathan Castillo (jcs)
b51f05b616 [MOV] accounting: remove "misc" category in "bank and cash"
closes odoo/documentation#3826

X-original-commit: 5888b6eb89
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-13 23:45:49 +01:00
Donatienne Pirlot
0749590437 [IMP] accounting: Analytic Accounting Documentation
closes odoo/documentation#3801

Id: 3133182
X-original-commit: 6079d0e1d7
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-10 20:14:00 +01:00
Donatienne Pirlot
1d7eee57fc [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#3730

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 10:06:37 +01:00
Jonathan Castillo (jcs)
4d1d8802b1 [IMP] accounting: new version of cash discount
task-2834752

closes odoo/documentation#3691

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 22:35:54 +01:00
Jonathan Castillo (jcs)
07d64e30c8 [IMP] accounting: add custom anchors to tax_return.rst headings
closes odoo/documentation#3680

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-27 14:07:45 +01:00
Antoine Vandevenne (anv)
cb473f6848 [MOV] developer/api/external_api: move "External API" to the reference dir
task-2991663

X-original-commit: 95ed856446
Part-of: odoo/documentation#3659
2023-02-23 16:23:22 +01:00
Donatienne Pirlot
605cc79b50 [IMP] accounting: updating the doc related to vendor bill to payment
closes odoo/documentation#3637

X-original-commit: 1db61fca8f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-20 14:16:05 +01:00
Donatienne Pirlot
1ff3ad946e [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#3624

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-17 18:12:37 +01:00
Jonathan Castillo (jcs)
7ae76bad42 [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#3584

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-15 14:38:43 +01:00