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244 Commits

Author SHA1 Message Date
Ricardo Gomes Rodrigues
946c518039 [IMP] accounting: deferred full months 
Feature added in commit 5dca9c0c26

closes odoo/documentation#11238

X-original-commit: 939d0de821
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-10-21 16:04:07 +00:00
Ricardo Gomes Rodrigues
8f73708332 [IMP] accounting: add loan management 
This has been done in https://github.com/odoo/enterprise/pull/68698

closes odoo/documentation#11035

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-10-21 09:10:27 +00:00
afma-odoo
0e71f8681e [IMP] accounting: pdf menu to export reports 
task-3605633

closes odoo/documentation#11113

X-original-commit: 380c4bc10f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-10-11 08:58:30 +00:00
Ricardo Gomes Rodrigues
df0cf93856 [IMP] accounting: split deferred settings 
This has been done in 39fffc5541

closes odoo/documentation#11161

X-original-commit: ac69e2872c
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-10-09 17:58:16 +00:00
afma-odoo
8e23bc4ccb [IMP] accounting: cash register page in POS 
task-3721929
task-3890538

closes odoo/documentation#11055

X-original-commit: 5b6531a68d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-19 15:19:07 +00:00
afma-odoo
ff86bf4e67 [IMP] accounting: update reporting page and screenshots 
task-3605633
task-3562956

closes odoo/documentation#11052

X-original-commit: 5bb9c1fcc2
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-19 12:30:24 +00:00
Sven Fuehr
e7b777bebd [IMP] accounting: inalterability update 
To avoid confusion between lock dates and "locking" with hash
we now speak of "securing" (with hash) instead.

In the related community PR we introduce new inalterability features.
  * On account move form view:
    * An indicator next to the 'posted' state whether a move is hashed or not.
    * A checkbox "Secured" in the "Other Info" tab for the same reason.
  * A "Not Secured" filter for account move list views (and account
    move line list views) to find moves (and move lines) that are posted but not hashed.
  * A new wizard to hash all journals (independent of journal settings).

They are invisible by default; the wizard is visible in debug mode.

They can be made visible for a user by activating a special user group
(similar to multi-currency).
This happens automatically for all users in case the "Hash on Post"
option is activated on any journal or the new wizard is used to secure moves.

This commit updates the documentation accordingly.

The inalterability report pictures and description are updated.
I.e. it now checks all journals independent of whether they are restricted ("Hash on Post") or not.
This is since the wizard can be used to hash any journal.

task-4095970

closes odoo/documentation#10906

Related: odoo/odoo#178915
Related: odoo/enterprise#69324
Related: odoo/upgrade#6458
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
 2024-09-12 05:37:29 +00:00
Sven Fuehr
707b5842cb [IMP] accounting: back to hash journal entries on post 
In the related community PR we move from hash on send (back) to hash on post
See community PR.

This commit adapts related documentation.

task-4095970

Part-of: odoo/documentation#10906
Related: odoo/odoo#178915
Related: odoo/enterprise#69324
Related: odoo/upgrade#6458
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
 2024-09-12 05:37:29 +00:00
afma-odoo
ea54d7f4b6 [IMP] accounting: add info on developer mode for bank online synch 
task-4118449

closes odoo/documentation#10965

X-original-commit: 259e6bb272
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-09 07:58:25 +00:00
afma-odoo
0118039e60 [IMP] accounting: change of the onboarding banners 
task-4088605

closes odoo/documentation#10932

X-original-commit: fcf6474829
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-05 11:02:49 +00:00
afma-odoo
203a15e556 [IMP] accounting: change Financial budget title 
task-4147298

closes odoo/documentation#10928

X-original-commit: fc8449c974
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-05 08:26:10 +00:00
afma-odoo
c30312137c [IMP] accounting: add info on partial payment for vendor bills 
task-4043877

closes odoo/documentation#10912

X-original-commit: 60ce9c91a6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-04 08:24:15 +00:00
Felicious
30e1b1f450 [REF] inventory: valuation section 
closes odoo/documentation#10882

X-original-commit: 800328e97f
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-09-03 22:59:33 +00:00
afma-odoo
717a22e828 [IMP] accounting: change duration to re-authorize the Ponto connection 
task-4137393

closes odoo/documentation#10897

X-original-commit: 4e2958f034
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-09-03 14:47:41 +00:00
Parish Bracha
38fe8febfb [IMP] Accounting: Avatax update and fix 
closes odoo/documentation#10820

X-original-commit: f6226e6aac
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
 2024-08-27 08:19:02 +00:00
kekiss
4e782b9e9a [REM] finance: Taxcloud documentation 
fix Taxcloud redirect

closes odoo/documentation#10785

X-original-commit: 888f29faae
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kara Ekiss (kaek) <kaek@odoo.com>
 2024-08-17 06:51:42 +00:00
KC (ksc)
7428de7be4 [IMP] accounting: adding requested link to sales doc 
closes odoo/documentation#10663

X-original-commit: 41a8050f34
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
 2024-08-09 19:08:51 +00:00
afma-odoo
125bef72b0 [IMP] accounting: clarify SEPA credit transfer page 
task-4019186

closes odoo/documentation#10626

X-original-commit: 0665e787a9
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
 2024-08-08 14:31:45 +00:00
KC (ksc)
e1230a82d7 [REF] sms marketing: remove essentials and pricing 
closes odoo/documentation#10593

X-original-commit: 6aca6f83d3
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
 2024-08-03 01:50:18 +00:00
Tom Aarab (toaa)
9e7418ea8e [IMP] accounting: vat unit renamed 
taskid-4069502

closes odoo/documentation#10571

X-original-commit: c36ad6720b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-02 11:52:03 +00:00
Tom Aarab (toaa)
2ab76700cb [IMP] uk: bacs files 
Adding BACS files to doc

taskid-3987973

closes odoo/documentation#10558

X-original-commit: e23c78bc65
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-02 07:33:51 +00:00
Tom Aarab (toaa)
0e4978b783 [IMP] accounting: screenshot and related content update 
taskid-3866429

17 and +: change screenshot to new design

closes odoo/documentation#10520

X-original-commit: 01191af74e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-01 14:04:16 +00:00
Felicious
11f3f830a8 [IMP] inventory: automatic config instructions 
closes odoo/documentation#9914

X-original-commit: d31b997900
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: toaa <104567387+toaa-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
 2024-06-21 19:58:21 +00:00
aliya
862d07ba5b [IMP] accounting: peppol 
Recently the Peppol registration flow has been updated and new features were added.
This commit:
- Updates the registration flow description in Peppol documentation
- Explains the decoupling between a sender and a receiver

task-3964853

closes odoo/documentation#9850

X-original-commit: 969a6d940a
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
 2024-06-18 17:10:46 +00:00
Sam Lieber (sali)
a18a378a87 [ADD] accounting/l10n_us: usa accounting 
closes odoo/documentation#9753

X-original-commit: 5272e38c26
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@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>
 2024-06-10 20:05:11 +00:00
tiku-odoo
431f88f955 [IMP] finance: avatax version 17 updates 
closes odoo/documentation#9393

X-original-commit: f80a74f460
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-17 20:48:17 +00:00
tiku-odoo
98f9fa803e [ADD] finance: avalara portal 
closes odoo/documentation#9296

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 18:57:21 +00:00
Felicious
6a0bb6ba9f [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9287

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 15:32:51 +00:00
tiku-odoo
50bd2e0d42 [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9281

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 14:13:33 +00:00
tiku-odoo
c743f44177 [IMP] finance: avatax use add logging 
closes odoo/documentation#9273

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 20:50:40 +00:00
tiku-odoo
e0e2200a60 [ADD] finance: avatax tax calculation 
closes odoo/documentation#9218

X-original-commit: 41b6e2f227
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-07 00:49:54 +00:00
XPL
44e3bd028b [IMP] accounting: change the lock date warning to an optional tip 
task-3787113

closes odoo/documentation#9170

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-05-04 02:03:49 +00:00
XPL
a59a882dd0 [IMP] accounting: snailmail trial credits removal 
task-3844653

closes odoo/documentation#8683

X-original-commit: e7dc7815b5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-04-12 07:38:51 +00:00
Tom Aarab (toaa)
67aefbacd4 [IMP] accounting: transactions update 
taskid-3835958

closes odoo/documentation#8603

X-original-commit: 52a0df9b6e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-04-11 10:30:11 +00:00
Ricardo Gomes Rodrigues
7c0598e164 [IMP] accounting: update hash 
We did a big refactor of the hash in
https://github.com/odoo/odoo/pull/160820@

This commit updates the documentation accordingly.

task-id 3820975

closes odoo/documentation#8605

X-original-commit: b3ed49c167
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-04-09 21:32:41 +00:00
Ricardo Gomes Rodrigues
2ab5bb32c8 [IMP] accounting: clarify deferred start date 
closes odoo/documentation#8573

X-original-commit: 1f4c1f455d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2024-04-06 02:11:18 +00:00
Tom Aarab (toaa)
632be997c8 [IMP] accounting: add extra taxes 
Extra taxes (ecotax, luxury, etc) are currently missing from doc

taskid-3794931

closes odoo/documentation#8321

X-original-commit: 0b6bef6516
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-03-22 14:57:19 +00:00
Stephan Wilson
858089caf7 [IMP] accounting: wrong line break in customer_invoices 
Removed line break

closes odoo/documentation#8138

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-15 12:50:03 +00:00
Jonathan Castillo (jcs)
0249d9d0a6 [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#8064

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-12 07:08:34 +00:00
Dylan Kiss (dyki)
39c408d30a [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#7742

X-original-commit: 1f730d050f
Related: odoo/enterprise#56654
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-16 03:29:42 +00:00
Donatienne (dopi)
7c3abb5af5 [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7514

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 09:18:00 +00:00
“Audrey
86fac322d3 [IMP] payment_providers: payment methods + restructure doc page 
task-3570280

closes odoo/documentation#7527

X-original-commit: 67894e33f6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-01-25 05:49:20 +00:00
aliya
73499c595e [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#7402

X-original-commit: 47300c10bf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
 2024-01-16 10:03:50 +00:00
“Chiara
2c1277d0f7 [IMP] accounting: internal transfers 
taskid-3663508

closes odoo/documentation#7401

X-original-commit: 9223318b05
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-16 10:03:49 +00:00
Joren Van Onder
f0cf3c68ac [IMP] accounting: direct customers to official fork of Taxcloud modules 
Also improve wording a bit.

closes odoo/documentation#7353

X-original-commit: 968177ade5
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>
 2024-01-13 03:20:49 +00:00
Tom Aarab (toaa)
1f31ba3f06 [REM] accounting: multiple payments 
Removing redundant page (see task)

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

taskid-3466400

closes odoo/documentation#7350

X-original-commit: 2ef7150ebf
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-13 03:20:48 +00:00
Tom Aarab (toaa)
62a4db0c7d [IMP] accounting: taxes 
Updated the tax documentation for 16.4 onwards. Forward to master.

taskid-3621461

closes odoo/documentation#7303

X-original-commit: 73fc5e9be4
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-10 06:28:01 +00:00
Tom Aarab (toaa)
de2999c01d [IMP] accounting: payments doc update 
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7273

X-original-commit: 9c1efe5b20
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 14:23:23 +00:00
Tom Aarab (toaa)
494ae5a555 [IMP] accounting: checks 
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7292

X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 12:52:43 +00:00
Tom Aarab (toaa)
7a8f551d67 [IMP] accounting: Incoterms 
Updated the Incoterms page to add "location" field and fixed typos

taskid-3619104

closes odoo/documentation#7245

X-original-commit: 30f5433366
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 19:10:09 +00:00