Commit Graph

198 Commits

Author SHA1 Message Date
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
“Dallas”
80b4cd05d3 [IMP] accounting: update payment terms
task-3211595

closes odoo/documentation#5175

X-original-commit: 26c4c01889
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2023-07-20 14:23:33 +02:00
Louis Wicket
ae0c4d809d [FIX] incoterms: fix typo: DPA → DAP
closes odoo/documentation#5146

X-original-commit: 1227c9cf79
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
2023-07-18 18:18:23 +02:00
Tom Aarab (toaa)
7dfd6421db [IMP] accounting: checks
task-2979887

closes odoo/documentation#4942

X-original-commit: 5b78ee96af
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-29 11:59:51 +02:00
Xavier
b0a042b928 [FIX] accounting: remove fullscreen property from tutorial link
task-3389168

closes odoo/documentation#4936

X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-06-28 19:08:51 +02:00
Jonathan
b7316e2e2e [IMP] accounting: add tutorials links to chart of accounts
closes odoo/documentation#4836

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-06-21 22:40:59 +02:00
“Dallas”
3b50c7a565 [MOV] accounting: update/move customer addresses to accounting
task-3304975

closes odoo/documentation#4778

X-original-commit: cf5a3276c9
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-16 23:01:31 +02:00
Xavier
4af52da507 [IMP] accounting/sales: default terms and conditions + quotation templates
task-3304938

closes odoo/documentation#4766

X-original-commit: 7ddbeb9223
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
2023-06-16 12:19:00 +02:00
Tom Aarab (toaa)
978bebf93c [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4716

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 08:44:23 +02:00
Tom Aarab (toaa)
7a41103958 [IMP] accounting: follow-up reports
task-3316301.

closes odoo/documentation#4700

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 12:41:29 +02:00
“Dallas”
10683c03c7 [IMP] accounting: update VIES VAT number validation
task-3329992

closes odoo/documentation#4641

X-original-commit: d472c646a8
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2023-06-07 18:01:19 +02:00
Tom Aarab (toaa)
844c2ef62e [IMP] accounting: OSS note removal
Removal of a note in 16 that only applies to versions below it.

task-3305037

closes odoo/documentation#4614

X-original-commit: adee414578
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 22:29:33 +02:00
Tom Aarab (toaa)
f2ce4374aa [ADD] accounting: incoterms
Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4613

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-02 22:29:31 +02:00
oco-odoo
21b604e0db [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#4562

X-original-commit: de095cc4ad
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-26 17:29:32 +02:00
“Dallas”
4566a8ec30 [IMP] accounting: update epc qr code
task-3336175

closes odoo/documentation#4545

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 16:15:51 +02:00
“Chiara
3894c41631 [IMP] accounting: fiscal position update
task-3272939

closes odoo/documentation#4532

X-original-commit: 440c18ca01
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2023-05-25 12:23:36 +02:00
Gauthier Wala (gawa)
99c1636974 [IMP] accounting: default taxes in taxes.rst
Since https://github.com/odoo/odoo/pull/115222, a new line on an invoice
won't have the default sales tax put on by default. If there are no
taxes on the product, the account or from predictive, the tax will stay
empty. Its use has been restricted back to the tax put on new products.
It is still used in Accounting Firms mode, as we don't want people
to have to input the product when quick encoding.

task-3045026

closes odoo/documentation#4533

X-original-commit: 768c2b231b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-25 01:08:42 +02:00
Tom Aarab (toaa)
93b9d802e7 [ADD] accounting: VAT units
task-2557013

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

closes odoo/documentation#4503

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 14:52:19 +02:00
Jonathan Castillo (jcs)
8553f68bb8 [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#4479

X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-22 11:43:14 +02:00
Jonathan Castillo (jcs)
16224865de [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4446

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 13:38:07 +02:00
Jonathan Castillo (jcs)
f8bcfcb83a [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#4434

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 18:50:24 +02:00
Tom Aarab (toaa)
9556b85133 [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4390

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-12 19:55:02 +02:00