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210 Commits

Author SHA1 Message Date
tiku-odoo
10b17c4f77 [ADD] finance: avalara portal 
closes odoo/documentation#9292

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 18:57:56 +00:00
Felicious
c2319a9f15 [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9283

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 14:35:55 +00:00
tiku-odoo
0ff0d358ee [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9276

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 11:57:49 +00:00
tiku-odoo
aadbed4f94 [IMP] finance: avatax use add logging 
closes odoo/documentation#9265

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 20:37:48 +00:00
tiku-odoo
6f3f809584 [ADD] finance: avatax tax calculation 
closes odoo/documentation#9212

X-original-commit: 41b6e2f227
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-06 21:24:46 +00:00
XPL
835e2c17d1 [IMP] accounting: change the lock date warning to an optional tip 
task-3787113

closes odoo/documentation#9164

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-05-03 22:06:46 +00:00
XPL
70d1889fa1 [IMP] accounting: snailmail trial credits removal 
task-3844653

closes odoo/documentation#8679

X-original-commit: e7dc7815b5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-04-11 10:05:59 +00:00
Ricardo Gomes Rodrigues
15ba25f4dd [IMP] accounting: clarify deferred start date 
closes odoo/documentation#8568

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 16:15:52 +00:00
Stephan Wilson
9d8a7649a4 [IMP] accounting: wrong line break in customer_invoices 
Removed line break

closes odoo/documentation#8135

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-13 23:41:40 +00:00
Jonathan Castillo (jcs)
37c4f1de4f [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#8060

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-11 14:20:52 +00:00
Dylan Kiss (dyki)
899a4935de [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#7720

X-original-commit: 1f730d050f
Related: odoo/enterprise#56548
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-14 16:22:28 +00:00
“Audrey
01a91f7ae8 [IMP] payment_providers: restructure doc page 
task-3702587

Based on https://github.com/odoo/documentation/pull/7414
Up to saas-16.4

closes odoo/documentation#7597

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-02-01 11:12:53 +00:00
Donatienne (dopi)
0b1a8fffde [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7511

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 08:14:02 +00:00
Tom Aarab (toaa)
268f979900 [REM] accounting: multiple payments 
Removing redundant page (see task)

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

taskid-3466400

closes odoo/documentation#7348

X-original-commit: 2ef7150ebf
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-12 09:11:17 +00:00
Tom Aarab (toaa)
9b75d18bd3 [IMP] accounting: payments doc update 
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#7269

X-original-commit: 9c1efe5b20
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 18:20:20 +00:00
Tom Aarab (toaa)
8c2aa72b68 [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#7232

X-original-commit: 3e1cf88a8c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-08 14:41:27 +00:00
Tom Aarab (toaa)
cc29ad8da8 [IMP] accounting: checks 
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7290

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 12:22:09 +00:00
Tom Aarab (toaa)
7983e8d72d [IMP] accounting: taxes 
Updated the tax documentation for 16.4 onwards. Forward to master.

taskid-3621461

closes odoo/documentation#6736

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-05 15:44:17 +00:00
Tom Aarab (toaa)
0156233034 [IMP] accounting: batch payments 
Updated screenshots from 16.3 onwards. Forward to master.

taskid-3615592

closes odoo/documentation#7240

X-original-commit: 22012bbf3e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 16:39:28 +00:00
Tom Aarab (toaa)
30f5433366 [IMP] accounting: Incoterms 
Updated the Incoterms page to add "location" field and fixed typos

taskid-3619104

closes odoo/documentation#6726

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 08:52:20 +00:00
Ricardo Gomes Rodrigues
9be0d010c6 [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#7141

X-original-commit: 51079b8296
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2023-12-22 18:27:40 +00:00
aliya
d88148f3f6 [IMP] accounting: peppol 
task-3613395

closes odoo/documentation#6722

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-12-22 16:09:41 +00:00
Tom Aarab (toaa)
bdc24d4439 [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#6914

X-original-commit: 32605aafdff7113e91a92c02ac641af56785f5b5
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-14 15:29:50 +00:00
John Holton (hojo)
30c0a6464f [REF] Inventory: Restructure Inventory scope 
closes odoo/documentation#6881

X-original-commit: 59791c252b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-11 21:56:19 +00:00
“Chiara
e400bd45c1 [IMP] accounting: followup screenshot 
taskid-3614885

closes odoo/documentation#6792

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2023-12-06 12:31:13 +00:00
Loredana Perazzo
7b53b1fb61 [IMP] pos: remove duplicate of set customer and update sections accordingly 
task-3366190

closes odoo/documentation#6666

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
 2023-12-04 10:51:39 +00:00
Tom Aarab (toaa)
639a56fc5c [IMP] accounting: checks 
Update screenshots for 16.4 and up. Forward to master.

taskid-3614814

closes odoo/documentation#6696

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-28 18:12:43 +00:00
Xavier (XPL)
f02f5ade87 [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6613

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-23 17:29:18 +00:00
“Chiara
4728e6db23 [IMP] accounting: peppol changes 
taskid-3450738

closes odoo/documentation#5869

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-23 14:18:40 +00:00
oco-odoo
4fc941c97b [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#6505

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-17 21:34:09 +00:00
Felicious
10721ae7a9 [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6479

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 23:51:30 +00:00
Tom Aarab (toaa)
6a915736e1 [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#6232

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 12:22:31 +00:00
Tom Aarab (toaa)
d52d845112 [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#6229

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 12:22:30 +00:00
tiku-odoo
f108aed2ed [ADD] Accounting: Admonition Block Sunset TaxCloud 
closes odoo/documentation#5978

closes odoo/documentation#6043

X-original-commit: 8e1031d9ed
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-10-06 02:48:37 +00:00
Donatienne (dopi)
ccc00a6fa4 [IMP] accounting: bank reconciliation documentation updated 
task-3237825

closes odoo/documentation#5982

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 11:02:07 +00:00
Tom Aarab (toaa)
8991e0fe79 [IMP] accounting: bank sync 
Updated the section on dates

task-id:3519559

closes odoo/documentation#5955

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 07:24:20 +00:00
Tom Aarab (toaa)
68751c4c02 [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#5269

X-original-commit: 898b08a70e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-08-04 19:44:52 +02:00
“Dallas”
083c136a69 [IMP] accounting: move cash discount tax reduction to payment term 
task-3211595

closes odoo/documentation#5259

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 18:17:14 +02:00
Xavier (XPL)
69e89db713 [IMP] accounting: year-end closing 
task-2823858

closes odoo/documentation#5210

X-original-commit: 8c03442791
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-07-27 02:27:23 +02:00
Victor Feyens
bc1cf93455 [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#5188

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
 2023-07-25 18:43:46 +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