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222 Commits

Author SHA1 Message Date
Tom Aarab (toaa)
fe91f3f00d [IMP] accounting: screenshot and related content update 
taskid-3866429

17 and +: change screenshot to new design

closes odoo/documentation#10516

X-original-commit: 01191af74e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-01 19:23:53 +00:00
Tom Aarab (toaa)
e23c78bc65 [IMP] uk: bacs files 
Adding BACS files to doc

taskid-3987973

closes odoo/documentation#10513

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-08-01 19:23:52 +00:00
Felicious
aa4928593f [IMP] inventory: automatic config instructions 
closes odoo/documentation#9910

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 19:34:24 +00:00
Sam Lieber (sali)
5272e38c26 [ADD] accounting/l10n_us: usa accounting 
closes odoo/documentation#9743

X-original-commit: 3c9ea881a9
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 16:50:48 +00:00
tiku-odoo
4121782ebf [IMP] finance: avatax version 17 updates 
closes odoo/documentation#9388

X-original-commit: f80a74f460
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-17 18:35:04 +00:00
tiku-odoo
1d83c44358 [ADD] finance: avalara portal 
closes odoo/documentation#9294

X-original-commit: 38fa0d3a4e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 21:02:47 +00:00
Felicious
5815ff0256 [IMP] inventory: stock input + output account fix 
closes odoo/documentation#9285

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 14:42:21 +00:00
tiku-odoo
f22eadf185 [IMP]accounting: avatax api integration rewrite 
closes odoo/documentation#9279

X-original-commit: fe3cbf7231
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-10 12:28:47 +00:00
tiku-odoo
41afe0ddf9 [IMP] finance: avatax use add logging 
closes odoo/documentation#9271

X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-09 21:41:55 +00:00
tiku-odoo
da55f9a65d [ADD] finance: avatax tax calculation 
closes odoo/documentation#9214

X-original-commit: 41b6e2f227
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
 2024-05-06 22:13:03 +00:00
XPL
b95c14b08d [IMP] accounting: change the lock date warning to an optional tip 
task-3787113

closes odoo/documentation#9166

X-original-commit: 5c84c9fc7f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-05-03 23:51:01 +00:00
XPL
00c64e5dbc [IMP] accounting: snailmail trial credits removal 
task-3844653

closes odoo/documentation#8681

X-original-commit: e7dc7815b5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2024-04-11 10:37:46 +00:00
Tom Aarab (toaa)
0883f1bdb9 [IMP] accounting: transactions update 
taskid-3835958

closes odoo/documentation#8601

X-original-commit: 52a0df9b6e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-04-10 11:39:35 +00:00
Ricardo Gomes Rodrigues
5fa119c388 [IMP] accounting: clarify deferred start date 
closes odoo/documentation#8571

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 16:01:00 +00:00
Tom Aarab (toaa)
a05941e56c [IMP] accounting: add extra taxes 
Extra taxes (ecotax, luxury, etc) are currently missing from doc

taskid-3794931

closes odoo/documentation#8319

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 09:19:50 +00:00
Stephan Wilson
4477e8a7f5 [IMP] accounting: wrong line break in customer_invoices 
Removed line break

closes odoo/documentation#8137

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-13 23:46:26 +00:00
Jonathan Castillo (jcs)
bf7fa31503 [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#8063

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2024-03-11 23:56:42 +00:00
Dylan Kiss (dyki)
1d04f0c761 [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#7739

X-original-commit: 1f730d050f
Related: odoo/enterprise#56643
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
 2024-02-15 09:20:51 +00:00
Donatienne (dopi)
67a5ea0ccc [IMP] accounting: reconciliation models update 
task-3377307

closes odoo/documentation#7513

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 08:13:44 +00:00
“Audrey
c8304d1310 [IMP] payment_providers: payment methods + restructure doc page 
task-3570280

closes odoo/documentation#7525

X-original-commit: 67894e33f6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
 2024-01-24 14:27:39 +00:00
aliya
2e421f7b42 [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#7395

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 10:23:42 +00:00
“Chiara
74b4f1e817 [IMP] accounting: internal transfers 
taskid-3663508

closes odoo/documentation#7394

X-original-commit: 9223318b05
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-16 10:23:39 +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
Tom Aarab (toaa)
67adf2fc3b [IMP] accounting: batch payments 
Updated screenshots from 16.3 onwards. Forward to master.

taskid-3615592

closes odoo/documentation#7242

X-original-commit: 22012bbf3e
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 19:10:08 +00:00
Tom Aarab (toaa)
6f3ca9f4a3 [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#7234

X-original-commit: f0ee3420b9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2024-01-04 17:58:34 +00:00
“Chiara
d1836f349f [IMP] accounting: withholding tax 
taskid-3615963

closes odoo/documentation#7236

X-original-commit: cc03963248
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2024-01-04 14:59:39 +00:00
Ricardo Gomes Rodrigues
abb3589471 [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#7143

X-original-commit: 6d6e82a158
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
 2023-12-26 09:53:34 +00:00
aliya
78d1f23686 [IMP] accounting: peppol 
task-3613395

closes odoo/documentation#7140

X-original-commit: d88148f3f6
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-12-22 21:16:41 +00:00
Valentino
6fb216f70d [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#7022

X-original-commit: f23dcb7d35
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-21 07:57:47 +00:00
Tom Aarab (toaa)
3ef14b8254 fw port 
closes odoo/documentation#6916

X-original-commit: bf0ac2dffd
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
 2023-12-14 14:56:36 +00:00
John Holton (hojo)
5d7abe69ac [REF] Inventory: Restructure Inventory scope 
closes odoo/documentation#6883

X-original-commit: 59791c252b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
 2023-12-11 21:55:49 +00:00
“Chiara
0c162ecf18 [IMP] accounting: followup screenshot 
taskid-3614885

closes odoo/documentation#6794

X-original-commit: 27a307cb0c
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
 2023-12-06 13:03:48 +00:00
Loredana Perazzo
f10dcbdaf6 [IMP] pos: remove duplicate of set customer and update sections accordingly 
task-3366190

closes odoo/documentation#6668

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
 2023-12-04 11:28:51 +00:00
Tom Aarab (toaa)
41442270a3 [IMP] accounting: checks 
Update screenshots for 16.4 and up. Forward to master.

taskid-3614814

closes odoo/documentation#6711

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 17:37:37 +00:00
“Chiara
8e548bf770 [IMP] accounting: peppol changes 
taskid-3450738

closes odoo/documentation#6635

X-original-commit: 4728e6db23
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 03:35:01 +00:00
Xavier (XPL)
1a412b334a [FIX] accounting: update link to getting started video tutorial 
task-3608613

closes odoo/documentation#6615

X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-11-24 03:34:58 +00:00
oco-odoo
cc37e41de0 [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#6509

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
 2023-11-20 01:16:38 +00:00
Felicious
d87112ddef [IMP] inventory: expand on accounting and math 
closes odoo/documentation#6483

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>
 2023-11-16 05:19:09 +00:00
Tom Aarab (toaa)
a8ef31f215 [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#6234

X-original-commit: a31bcec3ba
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
 2023-10-27 13:42:50 +00:00
Tom Aarab (toaa)
a3e1378919 [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#6231

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 13:42:49 +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