Commit Graph

161 Commits

Author SHA1 Message Date
Tom Aarab (toaa)
4b9af08665 [REM] accounting: multiple payments
Removing redundant page (see task)

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

taskid-3466400

closes odoo/documentation#7342

X-original-commit: 6a66644abe
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-12 16:00:56 +00:00
Tom Aarab (toaa)
a99d05441f [IMP] accounting: payments doc update
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7255

X-original-commit: 36d0a51496
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-09 08:38:54 +00:00
Tom Aarab (toaa)
e037c67351 [IMP] accounting: checks
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7284

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 09:53:05 +00:00
Tom Aarab (toaa)
3d2cee4569 [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#7227

X-original-commit: 50e9083274
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-08 09:53:03 +00:00
Tom Aarab (toaa)
d221ae5f29 [ADD] accounting: Incoterms
Adding an Incoterms page to the documentation

taskid-3615863

closes odoo/documentation#7235

X-original-commit: d1a86f9050
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-01-05 15:00:38 +00:00
Tom Aarab (toaa)
051d4165ab [IMP] accounting: reporting
Updated the reporting section.

Forward to 16.3

closes odoo/documentation#7254

X-original-commit: d0b0cdfcf5
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-05 07:46:02 +00:00
Tom Aarab (toaa)
b59538c526 [IMP] accounting: updated chart of accounts page
Updated the chart of accounts page. Forward to master.

16.3 -> Change "ellipsis" menu button
17 -> Change "Setup" to "View"

taskid-3609365

closes odoo/documentation#6909

X-original-commit: b617b47ab2
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-12-14 12:25:39 +00:00
Tom Aarab (toaa)
89320080c6 [IMP] accounting: fiscal positions update
Updated fiscal positions for 15.0/15.2

taskid-3611075

closes odoo/documentation#6904

X-original-commit: f00cbb47e3
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-12-14 09:19:54 +00:00
Xavier (XPL)
8af7a4bac6 [FIX] accounting: update link to getting started video tutorial
task-3608613

closes odoo/documentation#6608

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-11-23 15:12:44 +00:00
Felicious
8511d26c82 [IMP] inventory: expand on accounting and math
closes odoo/documentation#6457

X-original-commit: f48a4e885a
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 13:43:40 +00:00
Tom Aarab (toaa)
1bc985fbb7 [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#6224

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 11:50:49 +00:00
tiku-odoo
8e1031d9ed [ADD] Accounting: Admonition Block Sunset TaxCloud
closes odoo/documentation#5978

closes odoo/documentation#6038

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-05 23:43:15 +00:00
Tom Aarab (toaa)
5b312e440e [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#5264

X-original-commit: 7f75d16f1b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-08-08 09:06:04 +02:00
Xavier (XPL)
2b457968ae [FIX] accounting: remove unused image on the year-end page
closes odoo/documentation#5205

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-26 14:06:03 +02:00
Xavier (XPL)
7dda0360c2 [IMP] accounting: year-end closing
task-2823858

closes odoo/documentation#5202

X-original-commit: 7ba101ffd5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-25 21:41:41 +02:00
Tom Aarab (toaa)
f687f8b40e [IMP] accounting: multicurrency
Slight sentence update for V15.

V16 --> Change the bank statement section

taskid-3433653

closes odoo/documentation#5166

X-original-commit: eff6743924
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-07-20 15:04:45 +02:00
Tom Aarab (toaa)
3e54eb9dfe [IMP] accounting: intrastat
Updated Intrastat for 15.0

task-3373480

closes odoo/documentation#5085

X-original-commit: 8baff9f232
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-07-12 14:44:01 +02:00
Tom Aarab (toaa)
8b7dc8435f [IMP] accounting: checks
task-2979887

closes odoo/documentation#4937

X-original-commit: 6e0d01771b
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-29 09:11:24 +02:00
Jonathan
c3e5bff281 [IMP] accounting: add tutorials links to chart of accounts
closes odoo/documentation#4830

X-original-commit: a85e064ffc
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-06-21 22:35:25 +02:00
“Dallas”
9246c25940 [MOV] accounting: update/move customer addresses to accounting
task-3304975

closes odoo/documentation#4632

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-16 10:37:46 +02:00
Tom Aarab (toaa)
e69a56aac0 [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4695

X-original-commit: b675584730
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-12 15:24:15 +02:00
Jonathan Castillo (jcs)
39206feeac [IMP] accounting: follow-up reports
task-3316301

closes odoo/documentation#4694

X-original-commit: 211268ee24
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 19:28:43 +02:00
Jonathan Castillo (jcs)
7b84eae6a0 [MOV] accounting: rename VAT verification filename and title
closes odoo/documentation#4635

X-original-commit: 5c578d627a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-06 20:01:33 +02:00
“Dallas”
8b325ef4a4 [IMP] accounting: update epc qr code
task-3336175

closes odoo/documentation#4539

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 14:09:15 +02:00
Tom Aarab (toaa)
b4b72d599b [ADD] accounting: VAT units
task-2557013

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

closes odoo/documentation#4498

X-original-commit: 214ce3075c
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 14:08:59 +02:00
Jonathan Castillo (jcs)
e9c0238d6e [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#4469

X-original-commit: 6f16d7e092
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-19 20:22:58 +02:00
Jonathan Castillo (jcs)
683c12da8b [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4448

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 14:08:17 +02:00
Tom Aarab (toaa)
459018e946 [IMP] Accounting: follow-up reports
taskid-3316301

closes odoo/documentation#4439

X-original-commit: 48f3417b7c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-16 14:04:27 +02:00
Jonathan Castillo (jcs)
af5c958981 [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#4430

X-original-commit: b3db7fdd48
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 18:28:59 +02:00
Tom Aarab (toaa)
bf4ce27dbd [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4386

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-10 12:23:58 +02:00
Julien Van Roy
d9b1333a93 [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#4154

X-original-commit: 706fe835ab
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-13 20:26:59 +02:00
oskarenablebanking
bf8d4e1f26 [ADD] accounting: enablebanking
task-3232701

closes odoo/documentation#3992

X-original-commit: 6d3118b258
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-03 18:21:40 +02:00
Jonathan Castillo (jcs)
2b5867133b [MOV] accounting: structure of bank sync docs
X-original-commit: 867c20103a
Part-of: odoo/documentation#3992
2023-04-03 18:21:40 +02:00
Jonathan Castillo (jcs)
ccaeb4e7c8 [MOV] accounting: remove "misc" category in "bank and cash"
closes odoo/documentation#3824

X-original-commit: 5888b6eb89
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-13 23:18:24 +01:00
Donatienne Pirlot
c0511faf1a [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#3728

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 09:48:42 +01:00
Jonathan Castillo (jcs)
129a9462f9 [IMP] accounting: add custom anchors to tax_return.rst headings
closes odoo/documentation#3678

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-27 14:00:38 +01:00
Antoine Vandevenne (anv)
e24059f6af [MOV] developer/api/external_api: move "External API" to the reference dir
task-2991663

Part-of: odoo/documentation#3649
2023-02-22 16:28:56 +01:00
Donatienne Pirlot
df16622137 [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#3622

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-17 17:33:23 +01:00
Jonathan Castillo (jcs)
cddb38c443 [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#3574

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-15 09:35:49 +01:00
Jonathan Castillo (jcs)
dd956a2a65 [MOV] finance: move fiscal localisation pages and merge /overview/
The content written in the fiscal localisation pages are not only for
Accounting, but also for other apps such as Payroll and Point of Sales.
This commit moves the content to the "Finance" level, to better reflect
this reality, and merges the pages in the /overview/ folder in the main
category page.

closes odoo/documentation#3545

X-original-commit: 323110f676
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-13 14:34:24 +01:00
Jonathan Castillo (jcs)
3f79e2c960 [FIX] *: first small clean of the code
Friday afternoon cleanup. 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#3539

X-original-commit: f270587a12
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-11 00:02:45 +01:00
“Chiara
090bebeace [IMP] accounting/l10n: Italian Localization
closes odoo/documentation#3526

Taskid: 3067241
X-original-commit: ec0fae4992
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-10 10:00:27 +01:00
Donatienne Pirlot
082af2eebd [ADD] accounting: localization page for uk
closes odoo/documentation#3516

X-original-commit: 0550374968
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-02-09 16:28:47 +01:00
Donatienne Pirlot
ee66a47b0d [MOV] purchase: moving doc page from accounting to purchase
Moving the Manage vendor bills page from the accounting app to the purchase app as it is
more relevant.

closes odoo/documentation#3453

Taskid: 2687652
X-original-commit: b5febf2299
Signed-off-by: Zachary Straub <zst@odoo.com>
2023-01-31 23:34:02 +01:00
Jonathan Castillo (jcs)
3f8bf2ef9c [IMP] accounting: update how to get api keys for silverfin integration
task 2918697

closes odoo/documentation#3425

X-original-commit: 9a0bf7bb0e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-27 14:34:40 +01:00
Donatienne Pirlot
5824b40937 [IMP] : accounting : manage a financial budget documentation
closes odoo/documentation#3398

X-original-commit: 78d3cf489a
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-01-26 07:58:29 +01:00
Nishant Jain (niai)
2fcbf678c8 [ADD] accounting/l10n: add section about E-waybill (India)
closes odoo/documentation#3392

X-original-commit: 97e914b340
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-24 18:05:23 +01:00
Jonathan Castillo (jcs)
7c58340e99 [ADD] accounting: configuration of silverfin integration
task-2918697

closes odoo/documentation#3356

X-original-commit: 7f6535dcc8
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-18 19:50:47 +01:00
Donatienne Pirlot
43624b40d4 [ADD] accounting: add documentation related to the Kenyan localization
closes odoo/documentation#3328

Id: 3089195
X-original-commit: cc0285144a
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-01-13 11:22:47 +01:00
Donatienne Pirlot
3a25106e41 [IMP] accounting: different ways to record a payment
closes odoo/documentation#3144

X-original-commit: 7a57fb3c81
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-12-08 13:00:00 +01:00