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219 Commits

Author SHA1 Message Date
Sam Lieber (sali)
3c9ea881a9 [ADD] accounting/l10n_us: usa accounting 
closes odoo/documentation#9206

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>
Co-authored-by: tiku-odoo <tiku@odoo.com>
Co-authored-by: larm-odoo <larm@odoo.com>
Co-authored-by: samueljlieber <sali@odoo.com>
 2024-06-08 02:20:13 +00:00
tiku-odoo
f80a74f460 [IMP] finance: avatax version 17 updates 
closes odoo/documentation#9341

Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-16 22:46:46 +00:00
tiku-odoo
b7dd96b5b8 [ADD] finance: avalara portal 
closes odoo/documentation#9293

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 18:57:40 +00:00
Felicious
3303571492 [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9284

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 16:07:48 +00:00
tiku-odoo
61901c5020 [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9277

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 12:09:41 +00:00
tiku-odoo
23a330ea6e [IMP] finance: avatax use add logging 
closes odoo/documentation#9268

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 20:23:58 +00:00
tiku-odoo
fd37b9af1c [ADD] finance: avatax tax calculation 
closes odoo/documentation#9213

X-original-commit: 41b6e2f227
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-06 22:14:30 +00:00
XPL
888018e9e5 [IMP] accounting: change the lock date warning to an optional tip 
task-3787113

closes odoo/documentation#9165

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-05-03 23:21:54 +00:00
XPL
587964ef35 [IMP] accounting: snailmail trial credits removal 
task-3844653

closes odoo/documentation#8680

X-original-commit: e7dc7815b5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-04-11 09:50:51 +00:00
Tom Aarab (toaa)
52a0df9b6e [IMP] accounting: transactions update 
taskid-3835958

closes odoo/documentation#8483

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-04-09 15:06:47 +00:00
Ricardo Gomes Rodrigues
8d1c3ce4f3 [IMP] accounting: clarify deferred start date 
closes odoo/documentation#8569

X-original-commit: 1f4c1f455d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-04-05 15:52:06 +00:00
Tom Aarab (toaa)
0b6bef6516 [IMP] accounting: add extra taxes 
Extra taxes (ecotax, luxury, etc) are currently missing from doc

taskid-3794931

closes odoo/documentation#8076

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-21 21:30:40 +00:00
Stephan Wilson
946a55b029 [IMP] accounting: wrong line break in customer_invoices 
Removed line break

closes odoo/documentation#8136

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-14 09:27:14 +00:00
Jonathan Castillo (jcs)
10cd2a061b [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#8061

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-11 15:03:04 +00:00
Dylan Kiss (dyki)
ee1ef85417 [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#7729

X-original-commit: 1f730d050f
Related: odoo/enterprise#56554
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-14 18:32:11 +00:00
Donatienne (dopi)
5400f76019 [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7512

X-original-commit: e5a19771c1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
 2024-01-30 15:15:09 +00:00
“Audrey
67894e33f6 [IMP] payment_providers: payment methods + restructure doc page 
task-3570280

closes odoo/documentation#7414

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-01-24 10:44:37 +00:00
aliya
47300c10bf [IMP] accounting: peppol 
In 17.0 we have introduced some additional features in Peppol:
- switching between the demo mode/test mode/live
- better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard
- peppol ready filter to filter customer invoices that are ready to be sent via peppol

part of:
task-3614809

closes odoo/documentation#7304

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-01-15 16:07:46 +00:00
“Chiara
9223318b05 [IMP] accounting: internal transfers 
taskid-3663508

closes odoo/documentation#7208

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-15 13:18:32 +00:00
Tom Aarab (toaa)
3099ce8e0b [REM] accounting: multiple payments 
Removing redundant page (see task)

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

taskid-3466400

closes odoo/documentation#7349

X-original-commit: 2ef7150ebf
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-12 09:53:59 +00:00
Joren Van Onder
968177ade5 [IMP] accounting: direct customers to official fork of Taxcloud modules 
Also improve wording a bit.

closes odoo/documentation#7340

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Renee Carano <rca@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
 2024-01-11 23:35:02 +00:00
Tom Aarab (toaa)
6b963f8f7d [IMP] accounting: Incoterms 
Updated the Incoterms page to add "location" field and fixed typos

taskid-3619104

closes odoo/documentation#7243

X-original-commit: 30f5433366
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-09 20:51:48 +00:00
Tom Aarab (toaa)
9e777948c1 [IMP] accounting: checks 
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7291

X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-09 06:28:02 +00:00
Tom Aarab (toaa)
73fc5e9be4 [IMP] accounting: taxes 
Updated the tax documentation for 16.4 onwards. Forward to master.

taskid-3621461

closes odoo/documentation#7283

X-original-commit: 7983e8d72d
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-09 06:28:00 +00:00
Tom Aarab (toaa)
8557dbf8c2 [IMP] accounting: payments doc update 
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7271

X-original-commit: 9c1efe5b20
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-09 06:27:56 +00:00
Tom Aarab (toaa)
cace3cc370 [IMP] accounting: batch payments 
Updated screenshots from 16.3 onwards. Forward to master.

taskid-3615592

closes odoo/documentation#7241

X-original-commit: 22012bbf3e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 12:02:09 +00:00
Tom Aarab (toaa)
0178034f89 [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#7233

X-original-commit: 3e1cf88a8c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 12:02:05 +00:00
“Chiara
cc03963248 [IMP] accounting: withholding tax 
taskid-3615963

closes odoo/documentation#6709

Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2024-01-03 16:59:03 +00:00
aliya
fc363ad00f [IMP] accounting: peppol 
task-3613395

closes odoo/documentation#7139

X-original-commit: d88148f3f6
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-12-22 21:37:42 +00:00
Ricardo Gomes Rodrigues
6d6e82a158 [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#7142

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2023-12-22 18:42:25 +00:00
Valentino
f23dcb7d35 [IMP] l10n_br: include electronic invoicing flow 
With the addition of l10n_br_edi and l10n_br_edi_sale to the previous modules, now electronic invoices for goods can be created from Odoo.

This PR includes the necessary information to use these new modules - configuration and workflows.

closes odoo/documentation#6877

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-20 22:33:32 +00:00
Tom Aarab (toaa)
b9a40d117e fw port 
closes odoo/documentation#6915

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-14 17:57:01 +00:00
John Holton (hojo)
ae77baa7f3 [REF] Inventory: Restructure Inventory scope 
closes odoo/documentation#6882

X-original-commit: 59791c252b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-11 21:56:06 +00:00
“Chiara
c605694f0b [IMP] accounting: followup screenshot 
taskid-3614885

closes odoo/documentation#6793

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2023-12-06 12:42:25 +00:00
Loredana Perazzo
e24c83a0a1 [IMP] pos: remove duplicate of set customer and update sections accordingly 
task-3366190

closes odoo/documentation#6667

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
 2023-12-04 11:58:14 +00:00
Tom Aarab (toaa)
b188381b70 [IMP] accounting: checks 
Update screenshots for 16.4 and up. Forward to master.

taskid-3614814

closes odoo/documentation#6710

X-original-commit: 639a56fc5c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-01 18:14:14 +00:00
“Chiara
8025fdd915 [IMP] accounting: peppol changes 
taskid-3450738

closes odoo/documentation#6634

X-original-commit: 4728e6db23
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 11:17:02 +00:00
Xavier (XPL)
25a7492e74 [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6614

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 08:52:33 +00:00
oco-odoo
a70677317a [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#6507

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-20 01:14:02 +00:00
Felicious
f92a81d051 [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6481

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 23:51:15 +00:00
Tom Aarab (toaa)
ffe569a625 [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#6233

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 21:36:43 +00:00
Tom Aarab (toaa)
077b7a577f [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#6230

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 16:09:42 +00:00
Donatienne (dopi)
e8febc9656 [IMP] accounting: bank reconciliation documentation updated 
task-3237825

closes odoo/documentation#5983

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 19:40:24 +00:00
tiku-odoo
928d3e44c6 [REM] Accounting: Scrub Taxcloud 
closes odoo/documentation#5976

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-10-04 19:40:21 +00:00
Tom Aarab (toaa)
c086cf7ca8 [IMP] accounting: bank sync 
Updated the section on dates

task-id:3519559

closes odoo/documentation#5956

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 06:54:40 +00:00
Tom Aarab (toaa)
1021f85a3f [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#5270

X-original-commit: 898b08a70e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-08-04 13:42:15 +02:00
“Dallas”
18db702655 [IMP] accounting: move cash discount tax reduction to payment term 
task-3211595

closes odoo/documentation#5260

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 09:43:27 +02:00
Xavier (XPL)
b5dbf4779a [IMP] accounting: year-end closing 
task-2823858

closes odoo/documentation#5211

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-07-26 16:11:49 +02:00
Victor Feyens
db05d69be6 [IMP] accounting: new behavior of the sepa provider 
Sepa mandates are not automatically confirmed anymore,
customers have to make one successful bank transfer
matching the expected payment details to confirm
their mandate.

See fd2fb212c5
See 9b729b157b

closes odoo/documentation#5201

X-original-commit: bc1cf93455
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2023-07-26 13:22:07 +02:00
Tom Aarab (toaa)
32cb0d8244 [IMP] accounting: multicurrency 
Changed the "bank statement" section to "bank transactions"

taskid-3433653

closes odoo/documentation#5171

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 15:45:03 +02:00