Commit Graph

159 Commits

Author SHA1 Message Date
Tom Aarab (toaa)
c438e5a3aa [IMP] accounting: checks
Cleared up some confusion about path menu and feature

Forward to master

taskid-3644544

closes odoo/documentation#7195

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-01-05 15:42:56 +00:00
Tom Aarab (toaa)
36d0a51496 [IMP] accounting: payments doc update
Updated the payments doc page.

Forward to master.

16.3 -> Change reconciliation section

taskid-3610834

closes odoo/documentation#6645

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-04 16:15:23 +00:00
Tom Aarab (toaa)
d0b0cdfcf5 [IMP] accounting: reporting
Updated the reporting section.

Forward to 16.3

closes odoo/documentation#6533

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2024-01-04 16:15:22 +00:00
Tom Aarab (toaa)
d1a86f9050 [ADD] accounting: Incoterms
Adding an Incoterms page to the documentation

taskid-3615863

closes odoo/documentation#6708

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-01-03 16:51:37 +00:00
Tom Aarab (toaa)
50e9083274 [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#6886

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-01-03 15:36:35 +00:00
Tom Aarab (toaa)
b617b47ab2 [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#6617

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-12-12 16:23:18 +00:00
Tom Aarab (toaa)
f00cbb47e3 [IMP] accounting: fiscal positions update
Updated fiscal positions for 15.0/15.2

taskid-3611075

closes odoo/documentation#6656

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-12-12 15:07:45 +00:00
Xavier (XPL)
c0653112a1 [FIX] accounting: update link to getting started video tutorial
task-3608613

closes odoo/documentation#6605

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-11-23 09:20:40 +00:00
Felicious
f48a4e885a [IMP] inventory: expand on accounting and math
closes odoo/documentation#6424

X-original-commit: 058515ee91
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 05:35:07 +00:00
Tom Aarab (toaa)
323d3563c9 [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#6212

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-10-27 09:13:46 +00:00
tiku-odoo
c34c5b190b [ADD] Accounting: Admonition Block Sunset TaxCloud
closes odoo/documentation#5978

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-05 18:59:53 +00:00
Tom Aarab (toaa)
7f75d16f1b [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#5190

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-08-04 08:37:08 +02:00
Xavier (XPL)
8f04f93840 [FIX] accounting: remove unused image on the year-end page
closes odoo/documentation#5204

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-26 13:47:23 +02:00
Xavier (XPL)
7ba101ffd5 [IMP] accounting: year-end closing
task-2823858

closes odoo/documentation#5031

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-25 20:36:00 +02:00
Tom Aarab (toaa)
eff6743924 [IMP] accounting: multicurrency
Slight sentence update for V15.

V16 --> Change the bank statement section

taskid-3433653

closes odoo/documentation#5165

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-20 11:08:27 +02:00
Tom Aarab (toaa)
8baff9f232 [IMP] accounting: intrastat
Updated Intrastat for 15.0

task-3373480

closes odoo/documentation#4816

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-07-12 10:51:50 +02:00
Tom Aarab (toaa)
6e0d01771b [IMP] accounting: checks
task-2979887

closes odoo/documentation#4723

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-28 15:20:55 +02:00
Jonathan
a85e064ffc [IMP] accounting: add tutorials links to chart of accounts
closes odoo/documentation#4825

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2023-06-21 17:15:54 +02:00
Tom Aarab (toaa)
b675584730 [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4615

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 18:53:31 +02:00
Jonathan Castillo (jcs)
211268ee24 [IMP] accounting: follow-up reports
task-3316301

closes odoo/documentation#4691

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 17:51:15 +02:00
Jonathan Castillo (jcs)
5c578d627a [MOV] accounting: rename VAT verification filename and title
closes odoo/documentation#4633

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-06 17:43:45 +02:00
“Dallas”
fd23308e93 [IMP] accounting: update epc qr code
task-3336175

closes odoo/documentation#4536

Signed-off-by: Dean Dallas (dade) <dade@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-25 16:30:24 +02:00
Tom Aarab (toaa)
214ce3075c [ADD] accounting: VAT units
task-2557013

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

closes odoo/documentation#4375

Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-23 11:35:15 +02:00
Jonathan Castillo (jcs)
6f16d7e092 [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#4422

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-19 18:47:46 +02:00
Jonathan Castillo (jcs)
f94b397cbb [FIX] accounting: mark salt edge bank sync provider available worldwide
task-3329454

closes odoo/documentation#4447

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-17 19:48:12 +02:00
Tom Aarab (toaa)
48f3417b7c [IMP] Accounting: follow-up reports
taskid-3316301

closes odoo/documentation#4423

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-16 12:04:27 +02:00
Jonathan Castillo (jcs)
b3db7fdd48 [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#4428

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-15 16:24:59 +02:00
Tom Aarab (toaa)
57fd1bfeed [IMP] accounting: follow-up reports
taskid-2057352.

Forward to master.

closes odoo/documentation#4385

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
2023-05-10 15:37:20 +02:00
Julien Van Roy
706fe835ab [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#4130

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-13 16:50:07 +02:00
oskarenablebanking
6d3118b258 [ADD] accounting: enablebanking
task-3232701

closes odoo/documentation#3975

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-03 11:30:57 +02:00
Jonathan Castillo (jcs)
867c20103a [MOV] accounting: structure of bank sync docs
Part-of: odoo/documentation#3975
2023-04-03 11:30:56 +02:00
Jonathan Castillo (jcs)
5888b6eb89 [MOV] accounting: remove "misc" category in "bank and cash"
closes odoo/documentation#3817

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-13 21:44:49 +01:00
Donatienne Pirlot
8ee4a25bf5 [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#3727

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-03-07 10:10:25 +01:00
Jonathan Castillo (jcs)
35e4d95812 [IMP] accounting: add custom anchors to tax_return.rst headings
closes odoo/documentation#3677

X-original-commit: 91fadf0ff6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-03-03 09:52:07 +01:00
Antoine Vandevenne (anv)
fe6f9d42ff [MOV] developer/api/external_api: move "External API" to the reference dir
task-2991663

Part-of: odoo/documentation#3644
2023-02-22 14:31:26 +01:00
Donatienne Pirlot
0abbeba5f7 [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#3621

Task-id: 2847663
X-original-commit: 2fa9de17e1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-17 17:21:54 +01:00
Jonathan Castillo (jcs)
c5434ccd0a [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#3568

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-14 14:27:44 +01:00
Jonathan Castillo (jcs)
323110f676 [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#3537

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-13 11:55:25 +01:00
Jonathan Castillo (jcs)
f270587a12 [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#3538

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-10 21:00:03 +01:00
“Chiara
ec0fae4992 [IMP] accounting/l10n: Italian Localization
closes odoo/documentation#3522

Taskid: 3067241
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-09 18:31:52 +01:00
Donatienne Pirlot
546db0647f [ADD] accounting: localization page for uk
closes odoo/documentation#3515

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 16:16:03 +01:00
Donatienne Pirlot
75e1bfd099 [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#3452

Taskid: 2687652
X-original-commit: b5febf2299
Signed-off-by: Zachary Straub <zst@odoo.com>
2023-01-31 23:34:13 +01:00
Jonathan Castillo (jcs)
9a0bf7bb0e [IMP] accounting: update how to get api keys for silverfin integration
task 2918697

closes odoo/documentation#3416

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-27 10:18:01 +01:00
Donatienne Pirlot
14db4ca8e0 [IMP] : accounting : manage a financial budget documentation
closes odoo/documentation#3397

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 07:58:40 +01:00
Nishant Jain (niai)
97e914b340 [ADD] accounting/l10n: add section about E-waybill (India)
closes odoo/documentation#3333

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-01-24 11:52:09 +01:00
Jonathan Castillo (jcs)
7f6535dcc8 [ADD] accounting: configuration of silverfin integration
task-2918697

closes odoo/documentation#3354

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-01-18 18:27:37 +01:00
Donatienne Pirlot
cc0285144a [ADD] accounting: add documentation related to the Kenyan localization
closes odoo/documentation#3227

Id: 3089195
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
2023-01-13 08:18:54 +01:00
Donatienne Pirlot
7a57fb3c81 [IMP] accounting: different ways to record a payment
closes odoo/documentation#3141

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-12-08 10:38:19 +01:00
“Chiara
1492cf810a [ACC] accounting: Forecasting bills
closes odoo/documentation#3121

Tasikd: 3069519
X-original-commit: 939d40c16d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-12-07 13:14:59 +01:00
“Chiara
632be6ef37 [IMP] accounting: tax return
closes odoo/documentation#3113

X-original-commit: 1db9968faa
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>
2022-12-06 17:02:19 +01:00