[IMP] l10n: pos 18.0 and on-premise certification

task-4391068

X-original-commit: 50daadf7d1

.tx/config

@@ -1,7 +1,7 @@
 [main]
 host = https://www.transifex.com
 
-[o:odoo:p:odoo-17-doc:r:administration]
+[o:odoo:p:odoo-18-doc:r:administration]
 file_filter            = locale/<lang>/LC_MESSAGES/administration.po
 source_file            = locale/sources/administration.pot
 type                   = POT
@@ -11,7 +11,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:applications]
+[o:odoo:p:odoo-18-doc:r:applications]
 file_filter            = locale/<lang>/LC_MESSAGES/applications.po
 source_file            = locale/sources/applications.pot
 type                   = POT
@@ -21,7 +21,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:essentials]
+[o:odoo:p:odoo-18-doc:r:essentials]
 file_filter            = locale/<lang>/LC_MESSAGES/essentials.po
 source_file            = locale/sources/essentials.pot
 type                   = POT
@@ -31,7 +31,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:finance]
+[o:odoo:p:odoo-18-doc:r:finance]
 file_filter            = locale/<lang>/LC_MESSAGES/finance.po
 source_file            = locale/sources/finance.pot
 type                   = POT
@@ -41,7 +41,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:general]
+[o:odoo:p:odoo-18-doc:r:general]
 file_filter            = locale/<lang>/LC_MESSAGES/general.po
 source_file            = locale/sources/general.pot
 type                   = POT
@@ -51,7 +51,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:hr]
+[o:odoo:p:odoo-18-doc:r:hr]
 file_filter            = locale/<lang>/LC_MESSAGES/hr.po
 source_file            = locale/sources/hr.pot
 type                   = POT
@@ -61,7 +61,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:index]
+[o:odoo:p:odoo-18-doc:r:index]
 file_filter            = locale/<lang>/LC_MESSAGES/index.po
 source_file            = locale/sources/index.pot
 type                   = POT
@@ -71,7 +71,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:inventory_and_mrp]
+[o:odoo:p:odoo-18-doc:r:inventory_and_mrp]
 file_filter            = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
 source_file            = locale/sources/inventory_and_mrp.pot
 type                   = POT
@@ -81,7 +81,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:marketing]
+[o:odoo:p:odoo-18-doc:r:marketing]
 file_filter            = locale/<lang>/LC_MESSAGES/marketing.po
 source_file            = locale/sources/marketing.pot
 type                   = POT
@@ -91,7 +91,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:productivity]
+[o:odoo:p:odoo-18-doc:r:productivity]
 file_filter            = locale/<lang>/LC_MESSAGES/productivity.po
 source_file            = locale/sources/productivity.pot
 type                   = POT
@@ -101,7 +101,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:sales]
+[o:odoo:p:odoo-18-doc:r:sales]
 file_filter            = locale/<lang>/LC_MESSAGES/sales.po
 source_file            = locale/sources/sales.pot
 type                   = POT
@@ -111,7 +111,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:services]
+[o:odoo:p:odoo-18-doc:r:services]
 file_filter            = locale/<lang>/LC_MESSAGES/services.po
 source_file            = locale/sources/services.pot
 type                   = POT
@@ -121,7 +121,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:user_settings]
+[o:odoo:p:odoo-18-doc:r:user_settings]
 file_filter            = locale/<lang>/LC_MESSAGES/settings.po
 source_file            = locale/sources/settings.pot
 type                   = POT
@@ -131,7 +131,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:studio]
+[o:odoo:p:odoo-18-doc:r:studio]
 file_filter            = locale/<lang>/LC_MESSAGES/studio.po
 source_file            = locale/sources/studio.pot
 type                   = POT
@@ -141,7 +141,7 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en
 
-[o:odoo:p:odoo-17-doc:r:websites]
+[o:odoo:p:odoo-18-doc:r:websites]
 file_filter            = locale/<lang>/LC_MESSAGES/websites.po
 source_file            = locale/sources/websites.pot
 type                   = POT

conf.py

@@ -231,18 +231,12 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    '18.0': "Odoo 18",
     'saas-17.4': "Odoo Online",
     'saas-17.2': "Odoo Online",
-    'saas-17.1': "Odoo Online",
     '17.0': "Odoo 17",
-    'saas-16.4': "Odoo Online",
-    'saas-16.3': "Odoo Online",
-    'saas-16.2': "Odoo Online",
-    'saas-16.1': "Odoo Online",
     '16.0': "Odoo 16",
-    'saas-15.2': "Odoo Online",
     '15.0': "Odoo 15",
-    '14.0': "Odoo 14",
 }
 
 # The language names that should be shown in the language switcher, if the config option `languages`
@@ -251,7 +245,9 @@ languages_names = {
     'de': 'DE',
     'en': 'EN',
     'es': 'ES',
+    'es_419': 'ES (LATAM)',
     'fr': 'FR',
+    'id': 'ID',
     'it': 'IT',
     'ja': 'JA',
     'ko': 'KR',
@@ -261,6 +257,7 @@ languages_names = {
     'sv': 'SV',
     'th': 'TH',
     'uk': 'UA',
+    'vi': 'VI',
     'zh_CN': 'ZH (CN)',
     'zh_TW': 'ZH (TW)'
 }

content/administration/odoo_sh/getting_started/settings.rst

@@ -217,6 +217,26 @@ Production and staging builds are excluded, visitors can only see their status.
 
 .. _odoosh-gettingstarted-settings-modules-installation:
 
+GitHub commit statuses
+======================
+
+This option enables Odoo.sh to push commit statuses to your GitHub repository when a build is
+created or updated. It requires a GitHub token with permissions to push commit statuses to the
+repository. Refer to `GitHub's documentation on personal access tokens <https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens>`_
+for instructions to create yours.
+
+.. note::
+    GitHub's **fine-grained personal tokens** have an expiration date and will be disabled if they
+    fail to update the commit status. You can replace the token at any time on Odoo.sh.
+
+The commit statuses pushed to GitHub can have the following contexts:
+
+- :guilabel:`ci/odoo.sh (dev)`: status of a development build
+- :guilabel:`ci/odoo.sh (staging)`: status of a staging build
+- :guilabel:`ci/odoo.sh (production)`: status of a production build
+- :guilabel:`ci/odoo.sh (test_ci)`: testing the token from the Settings page will push a test
+  status on the last commit of your repository
+
 Custom domains
 ==============
 

content/administration/on_premise.rst

@@ -61,8 +61,8 @@ To resolve the issue:
   your **network and firewall settings** allow the Odoo server to open outgoing connections
   towards:
 
-  - `services.odoo.com` on port `443` (or `80`)
-  - for older deployments, `services.openerp.com` on port `443` (or `80`)
+  - Odoo 18.0 and above: `services.odoo.com` on port `80`
+  - Odoo 17.0 and below: `services.openerp.com` on port `80`
 
   These ports must be kept open even after registering a database, as the update notification runs
   once a week.
@@ -85,12 +85,6 @@ To resolve the issue, either:
   displayed in the message to validate the upsell quotation and pay for the extra users.
 - :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
 
-.. important::
-   If you are on a monthly subscription plan, the database will automatically update to reflect the
-   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
-   database. You can create the upsell quotation by clicking the banner to update the subscription
-   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
-
 Once your database has the correct number of users, the expiration message disappears automatically
 after a few days, when the next verification occurs.
 

content/administration/supported_versions.rst

@@ -31,24 +31,24 @@ This matrix shows the support status of every version.
      - On-Premise
      - Release date
      - End of support
-   * - Odoo saas~17.4
+   * - **Odoo 18.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2024
+     - October 2027 (planned)
+   * - Odoo SaaS 17.4
      - |green|
      - N/A
      - N/A
      - July 2024
      -
-   * - Odoo saas~17.2
+   * - Odoo SaaS 17.2
      - |green|
      - N/A
      - N/A
      - April 2024
      -
-   * - Odoo saas~17.1
-     - |green|
-     - N/A
-     - N/A
-     - January 2024
-     -
    * - **Odoo 17.0**
      - |green|
      - |green|
@@ -60,31 +60,25 @@ This matrix shows the support status of every version.
      - |green|
      - |green|
      - October 2022
-     - November 2025 (planned)
+     - October 2025 (planned)
    * - **Odoo 15.0**
-     - |green|
-     - |green|
-     - |green|
+     - |red|
+     - |red|
+     - |red|
      - October 2021
-     - November 2024 (planned)
+     - October 2024
    * - **Odoo 14.0**
      - |red|
      - |red|
      - |red|
      - October 2020
      - November 2023
-   * - **Odoo 13.0**
-     - |red|
-     - |red|
-     - |red|
-     - October 2019
-     - October 2022
    * - Older versions
      - |red|
      - |red|
      - |red|
-     - Before 2019
-     - Before 2022
+     - Before 2020
+     - Before 2023
 
 .. admonition:: Legend
 

content/administration/upgrade.rst

@@ -3,7 +3,7 @@ Upgrade
 =======
 
 An upgrade involves moving a database from an older version to a newer supported version (e.g., from
-Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug
+Odoo 16.0 to Odoo 18.0). Regular upgrades are crucial as each version offers new features, bug
 fixes, and security patches. Using a :doc:`supported version <supported_versions>` is strongly
 recommended. Each major version is supported for three years.
 
@@ -13,11 +13,11 @@ Depending on the hosting type and Odoo version used, a database upgrade can be *
 
    .. group-tab:: Odoo Online
 
-      - If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory
+      - If a database is on a **major version** (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory
         every two years.
       - If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory
         a few weeks after the next version is released. Minor versions are usually released every
-        three months.
+        two months.
 
    .. group-tab:: Odoo.sh
 
@@ -430,10 +430,8 @@ Upgrade services not covered by the SLA
 The following upgrade-related services are **not** included:
 
 - the **cleaning** of pre-existing data and configurations while upgrading;
-- the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;
-- lines of **code added to standard modules**, i.e., customizations created outside the Studio app,
-  code entered manually, and :ref:`automated actions using Python code
-  <studio/automated-actions/action>`; and
+- the upgrade of **additional modules not covered by a maintenance contract** that are created
+  in-house or by third parties, including Odoo partners; and
 - **training** on using the upgraded version's features and workflows.
 
 .. seealso::

content/applications/essentials.rst

@@ -10,3 +10,4 @@ Odoo essentials
    essentials/contacts
    essentials/export_import_data
    essentials/in_app_purchase
+   essentials/keyboard_shortcuts

content/applications/essentials/contacts.rst

@@ -4,9 +4,9 @@
 Contacts
 ========
 
-The *Contacts* application comes installed on all Odoo databases. Contacts are created for customers
-the company does business with through Odoo. A contact is a repository of vital business
-information, facilitating communication and business transactions.
+Contacts are created in the **Contacts** application for customers the company does business with
+through Odoo. A contact is a repository of vital business information, facilitating communication
+and business transactions.
 
 Contact form
 ============

content/applications/essentials/keyboard_shortcuts.rst

@@ -0,0 +1,86 @@
+==================
+Keyboard shortcuts
+==================
+
+Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions,
+and manage data.
+
+.. tip::
+   Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on the interface.
+
+   .. image:: keyboard_shortcuts/menu-shortcuts.png
+      :align: center
+      :alt: A selection of keyboard shortcuts in Odoo.
+
+.. important::
+   Some keyboard shortcuts may not be available on different versions of Odoo or effective depending
+   on browsers, extensions, or other individual settings.
+
+Keyboard shortcuts by operating system
+======================================
+
+Below is a list of some of the most commonly used keyboard shortcuts within Odoo, listed by
+operating system.
+
+.. list-table::
+   :header-rows: 1
+   :stub-columns: 1
+
+   * - Description
+     - Windows / Linux
+     - macOS
+   * - Previous breadcrumb
+     - :kbd:`Alt` + :kbd:`B`
+     - :kbd:`Ctrl` + :kbd:`B`
+   * - Create new record
+     - :kbd:`Alt` + :kbd:`C`
+     - :kbd:`Ctrl` + :kbd:`C`
+   * - Odoo Home Page
+     - :kbd:`Alt` + :kbd:`H`
+     - :kbd:`Ctrl` + :kbd:`H`
+   * - Discard changes
+     - :kbd:`Alt` + :kbd:`J`
+     - :kbd:`Ctrl` + :kbd:`J`
+   * - Save changes
+     - :kbd:`Alt` + :kbd:`S`
+     - :kbd:`Ctrl` + :kbd:`S`
+   * - Next page
+     - :kbd:`Alt` + :kbd:`N`
+     - :kbd:`Ctrl` + :kbd:`N`
+   * - Previous page
+     - :kbd:`Alt` + :kbd:`P`
+     - :kbd:`Ctrl` + :kbd:`P`
+   * - Search
+     - :kbd:`Alt` + :kbd:`Q`
+     - :kbd:`Ctrl` + :kbd:`Q`
+   * - Select menus
+     - :kbd:`Alt` + :kbd:`1-9`
+     - :kbd:`Ctrl` + :kbd:`1-9`
+   * - Create a new To-Do
+     - :kbd:`Alt` + :kbd:`Shift` + :kbd:`T`
+     - :kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`
+   * - Search a Knowledge article
+     - :kbd:`Alt` + :kbd:`F`
+     - :kbd:`Ctrl` + :kbd:`F`
+   * - Share a Knowledge article
+     - :kbd:`Alt` + :kbd:`Shift` + :kbd:`S`
+     - :kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`
+   * - Open command palette
+     - :kbd:`Ctrl` + :kbd:`K`
+     - :kbd:`Command` + :kbd:`K`
+
+.. tip::
+   After opening the command palette, search using the following keyboard shortcuts:
+
+   - :kbd:`/`: search for menus, applications, and modules.
+   - :kbd:`@`: search for users.
+   - :kbd:`#`: search for **Discuss** channels.
+   - :kbd:`?`: search for **Knowledge** articles.
+
+   Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available
+   options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to open the selected app, module, or menu in a
+   new tab.
+
+   .. image:: keyboard_shortcuts/command-palete.png
+      :align: center
+      :alt: The command palette in Odoo, with the menu search option selected.

content/applications/finance/accounting/bank.rst

@@ -193,3 +193,4 @@ Payments` tab. To display the outstanding accounts column, click on the toggle b
    bank/reconciliation
    bank/reconciliation_models
    bank/foreign_currency
+   bank/loans

content/applications/finance/accounting/bank/loans.rst

@@ -0,0 +1,70 @@
+================
+Loans management
+================
+
+Odoo's loan management gives a comprehensive list of all loans undertaken by your company in order
+to maintain a holistic and forecasted view of upcoming due dates (e.g., cash forecast). Set up
+amortization schedules—or import them—and let Odoo automatically handle monthly interest and
+principal adjustments so that your financial reports are always accurate with minimal effort.
+
+Create a new loan
+-----------------
+
+Create a new loan by going to :menuselection:`Accounting --> Accounting --> Loans`. When creating a
+new loan, there are three options for how to create amortization schedules:
+
+- importing it from a supported file;
+- calculating it from multiple input values (e.g., the :guilabel:`Amount Borrowed`, the
+  :guilabel:`Duration`, etc.) using the :guilabel:`Compute` button;
+- manually filling in the lines of the schedule.
+
+In each case, three different fields are required for each line of the amortization schedule: the
+:guilabel:`Date`, the :guilabel:`Principal`, and the :guilabel:`Interest`.
+
+The :guilabel:`Amount Borrowed`, :guilabel:`Interest`, and :guilabel:`Duration` fields will be red
+if the sum of the lines does not match the total of the amortization schedule lines.
+
+Loan entries mechanism
+----------------------
+
+When the amount borrowed is credited to a bank account, it should be transferred to a long-term
+account (defined in the :guilabel:`Loan Settings` tab). Then, upon the validation of the loan, Odoo
+creates the necessary journal entries so that there is always a holistic and forecasted view of
+upcoming due dates. The entire process is completely automated with a long-term and short-term
+principal reclassification mechanism.
+
+For each line of the amortization schedule, Odoo creates the following entries:
+
+A payment entry on the same date that
+  - debits the principal amount to the long-term account;
+  - debits the interest amount to the expense account;
+  - credits the payment amount to the short-term account: this is the amount that will be
+    withdrawn by the bank.
+
+A reclassification entry on the same date that
+  - debits the sum of the principal amounts of the next 12 months to the long-term account;
+  - credits the sum of the principal amounts of the next 12 months to the short-term account.
+
+A reversed entry of the reclassification entry on *the next day* that simply reverses the previous
+one.
+
+With this mechanism, month after month, the short-term account is always up to date with the
+current short-term due amounts.
+
+Closing a loan
+--------------
+
+By default, a loan will be closed whenever its last payment entry is posted. However, it can also
+be manually closed (e.g., because it is being paid off early) by clicking on the :guilabel:`Close`
+button. A wizard will appear asking from which date the loan should be closed. All draft entries
+after this date will be deleted too.
+
+A loan can also be cancelled. In that case, all entries will be deleted even if they were already
+posted.
+
+Loans Analysis Report
+---------------------
+
+By going to :menuselection:`Accounting --> Reporting --> Loans Analysis`, you can access a
+report with a pivot view of your ongoing loans. By default, the report shows the principal,
+interest, and total payment for each year for the loan duration.

content/applications/finance/accounting/customer_invoices.rst

@@ -4,225 +4,251 @@
 Customer invoices
 =================
 
-From Customer Invoice to Payments Collection
-============================================
+A customer invoice is a document issued by a company for products and/or services sold to a
+customer. It records receivables as they are sent to customers. Customer invoices can include
+amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling
+fees, and other charges.
+Odoo supports multiple invoicing and payment workflows.
 
-Odoo supports multiple invoicing and payment workflows, so you can
-choose and use the ones that match your business needs. Whether you want
-to accept a single payment for a single invoice, or process a payment
-spanning multiple invoices and taking discounts for early payments, you
-can do so efficiently and accurately.
+.. seealso::
+   :doc:`/applications/finance/accounting/customer_invoices/overview`
 
-From Draft Invoice to Profit and Loss
--------------------------------------
+From draft invoice to profit and loss report, the process involves several steps once the goods (or
+services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:
 
-If we pick up at the end of a typical 'order to cash' scenario, after
-the goods have been shipped, you will: issue an invoice; receive
-payment; deposit that payment at the bank; make sure the Customer
-Invoice is closed; follow up if Customers are late; and finally present
-your Income on the Profit and Loss report and show the decrease in
-Assets on the Balance Sheet report.
+- :ref:`accounting/invoice/creation`
+- :ref:`accounting/invoice/confirmation`
+- :ref:`accounting/invoice/sending`
+- :ref:`accounting/invoice/paymentandreconciliation`
+- :ref:`accounting/invoice/followup`
+- :ref:`accounting/invoice/reporting`
 
-Invoicing in most countries occurs when a contractual obligation is met.
-If you ship a box to a customer, you have met the terms of the contract
-and can bill them. If your supplier sends you a shipment, they have met
-the terms of that contract and can bill you. Therefore, the terms of the
-contract is fulfilled when the box moves to or from the truck. At this
-point, Odoo supports the creation of what is called a Draft Invoice by
-Warehouse staff.
+.. _accounting/invoice/creation:
 
 Invoice creation
-----------------
+================
 
-Draft invoices can be manually generated from other documents such as
-Sales Orders, Purchase Orders,etc. Although you can create a draft
-invoice directly if you would like.
+Draft invoices can be created directly from documents like sales orders or purchase orders or
+manually from the :guilabel:`Customer Invoices` journal in the :guilabel:`Accounting Dashboard`.
 
-An invoice must be provided to the customer with the necessary
-information in order for them to pay for the goods and services ordered
-and delivered. It must also include other information needed to pay the
-invoice in a timely and precise manner.
+An invoice must include the required information to enable the customer to pay promptly for their
+goods and services. Make sure the following fields are appropriately completed:
 
-Draft invoices
---------------
+- :guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the
+  customer record like the invoice address,
+  :doc:`preferred payment terms <customer_invoices/payment_terms>`,
+  :doc:`fiscal positions <taxes/fiscal_positions>`, receivable account, and more onto the invoice.
+  To change these values for this specific invoice, edit them directly on the invoice. To change
+  them for future invoices, change the values on the contact record.
+- :guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date
+  upon confirmation.
+- :guilabel:`Due Date` or :doc:`payment terms <customer_invoices/payment_terms>`: To specify when
+  the customer has to pay the invoice.
+- :guilabel:`Journal`: Is automatically set and can be changed if needed.
+- :doc:`Currency <get_started/multi_currency>`
+- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product.
+- :guilabel:`Quantity`
+- :guilabel:`Price`
+- :doc:`Taxes <taxes>` (if applicable)
 
-The system generates invoice which are initially set to the Draft state.
-While these invoices remain unvalidated, they have no accounting impact within the system.
-There is nothing to stop users from creating their own draft invoices.
+.. tip::
+   To display the total amount of the invoice in words, go to :menuselection:`Accounting -->
+   Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters`
+   option.
 
-Let's create a customer invoice with following information:
+The :guilabel:`Journal Items` tab displays the accounting entries created.
+Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions
+<taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be added or
+modified in the :guilabel:`Other Info` tab.
 
-- Customer: Agrolait
-- Product: iMac
-- Quantity: 1
-- Unit Price: 100
-- Taxes: Tax 15%
+.. note::
+   Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting
+   impact until they are :ref:`confirmed <accounting/invoice/confirmation>`.
 
-.. image:: customer_invoices/invoice01.png
+.. seealso::
+   :doc:`/applications/sales/sales/invoicing/proforma`
 
-.. image:: customer_invoices/invoice02.png
+.. _accounting/invoice/confirmation:
 
-The document is composed of three parts:
+Invoice confirmation
+====================
 
--  the top of the invoice, with customer information,
--  the main body of the invoice, with detailed invoice lines,
--  the bottom of the page, with detail about the taxes, and the totals.
+Click :guilabel:`Confirm` when the document is completed. The document's status changes to
+:guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On
+confirmation, Odoo assigns each document a unique number from a defined
+:ref:`sequence <accounting/invoice/sequence>`.
 
-Open or Pro-forma invoices
---------------------------
+.. note::
+   - Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if
+     changes are needed.
+   - If required, invoices and other journal entries can be locked once posted
+     using the :ref:`Secure posted entries with hash <data-inalterability/restricted>` feature.
 
-An invoice will usually include the quantity and the price of goods
-and/or services, the date, any parties involved, the unique invoice
-number, and any tax information.
+.. _accounting/invoice/sending:
 
-"Validate" the invoice when you are ready to approve it. The invoice
-then moves from the Draft state to the Open state.
+Invoice sending
+===============
 
-When you have validated an invoice, Odoo gives it a unique number from a
-defined, and modifiable, sequence.
+To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your
+document layout` pop-up window will appear if a :ref:`default invoice layout
+<studio/pdf-reports/default-layout>` hasn't been customized. Then, select how to send this invoice
+to the customer in the :guilabel:`Send` window.
 
-.. image:: customer_invoices/invoice03.png
+To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`
+and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select
+:guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of
+an ongoing send and print batch. This helps prevent the process from being triggered manually again,
+as it may take some time to complete for exceptionally large batches.
 
-Accounting entries corresponding to this invoice are automatically
-generated when you validate the invoice. You can see the details by
-clicking on the entry in the Journal Entry field in the "Other Info"
-tab.
+.. _accounting/invoice/paymentandreconciliation:
 
-.. image:: customer_invoices/invoice04.png
+Payment and reconciliation
+==========================
 
-Send the invoice to customer
-----------------------------
+In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been
+reconciled with a corresponding bank transaction.
 
-After validating the customer invoice, you can directly send it to the
-customer via the 'Send by email' functionality.
+.. seealso::
+   - :doc:`payments`
+   - :doc:`bank/reconciliation`
 
-.. image:: customer_invoices/invoice05.png
+.. _accounting/invoice/followup:
 
-A typical journal entry generated from a validated invoice will look
-like as follows:
+Payment follow-up
+=================
 
-+-----------------------+---------------+----------------+-------------+--------------+
-| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
-+=======================+===============+================+=============+==============+
-| Accounts Receivable   | Agrolait      | 01/07/2015     | 115         |              |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Taxes                 | Agrolait      |                |             | 15           |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Sales                 |               |                |             | 100          |
-+-----------------------+---------------+----------------+-------------+--------------+
+Odoo's :doc:`follow-up actions <payments/follow_up>` help companies follow up on customer invoices.
+Different actions can be set up to remind customers to pay their outstanding invoices, depending on
+how much the customer is overdue. These actions are bundled into follow-up levels that trigger when
+an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the
+same customer, the actions are performed on the most overdue invoice.
 
-Payment
--------
+.. _accounting/invoice/sequence:
 
-In Odoo, an invoice is considered to be paid when the associated
-accounting entry has been reconciled with the payment entries. If there
-has not been a reconciliation, the invoice will remain in the Open state
-until you have entered the payment.
+Sequence
+========
 
-A typical journal entry generated from a payment will look like as
-follows:
+The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number.
+The prefix combines the journal code and the entry date and is used to group entries by period. The
+number is unique for each period and is used to identify the entry. The default sequence on customer
+invoices is INV/YYYY/number. In some specific cases,
+:ref:`resequencing <accounting/invoice/resequencing>` invoices might be necessary.
 
-+-----------------------+---------------+----------------+-------------+--------------+
-| **Account**           | **Partner**   | **Due date**   | **Debit**   | **Credit**   |
-+=======================+===============+================+=============+==============+
-| Bank                  | Agrolait      |                | 115         |              |
-+-----------------------+---------------+----------------+-------------+--------------+
-| Accounts Receivable   | Agrolait      |                |             | 115          |
-+-----------------------+---------------+----------------+-------------+--------------+
+.. _accounting/invoice/resequencing:
 
-Receive a partial payment through the bank statement
-----------------------------------------------------
+Resequencing
+------------
 
-You can manually enter your bank statements in Odoo, or you can import
-them in from a csv file or from several other predefined formats
-according to your accounting localisation.
+Resequencing is not possible:
 
-Create a bank statement from the accounting dashboard with the related
-journal and enter an amount of $100 .
+- When entries are before a lock date.
+- When the sequence leads to a duplicate.
+- When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number,
+  e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date`
+  of 2024.
 
-.. image:: customer_invoices/invoice06.png
+To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of
+the month of the :guilabel:`Invoice date`. Odoo will recognize the "/" term as a month and update
+the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For
+example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`.
 
-Reconcile
----------
+In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a
+:guilabel:`Validation Error` message appears.
 
-Now let's reconcile!
+.. note::
 
-.. image:: customer_invoices/invoice07.png
+   - All sequence changes are logged in the chatter to keep the information.
+   - Sequence changes also affect the format of future invoices' sequences.
 
-You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom.
+.. _accounting/invoice/resequencing-one-invoice:
 
-After reconciling the items in the sheet, the related invoice will now
-display "You have outstanding payments for this customer. You can
-reconcile them to pay this invoice. "
+Resequencing a single invoice
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. image:: customer_invoices/invoice08.png
+To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the
+sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list.
 
-.. image:: customer_invoices/invoice09.png
+.. _accounting/invoice/mass-resequencing:
 
-Apply the payment. Below, you can see that the payment has been added to
-the invoice.
+Mass-resequencing invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. image:: customer_invoices/invoice10.png
+It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from
+another invoicing or accounting system and the reference originates from the previous software,
+continuity for the current year must be maintained without restarting from the beginning.
 
-Payment Followup
-----------------
+.. note::
+   This feature is only available to users with administrator or advisor access.
 
-There's a growing trend of customers paying bills later and later.
-Therefore, collectors must make every effort to collect money and
-collect it faster.
+Follow these steps to resequence invoice numbers:
 
-Odoo will help you define your follow-up strategy. To remind customers
-to pay their outstanding invoices, you can define different actions
-depending on how severely overdue the customer is. These actions are
-bundled into follow-up levels that are triggered when the due date of an
-invoice has passed a certain number of days. If there are other overdue
-invoices for the same customer, the actions of the most overdue invoice
-will be executed.
+#. Activate the :ref:`developer mode <developer-mode>`.
+#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal.
+#. Select the invoices that need a new sequence.
+#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`.
+#. In the :guilabel:`Ordering` field, choose to
 
-By going to the customer record and diving into the "Overdue Payments"
-you will see the follow-up message and all overdue invoices.
+   - :guilabel:`Keep current order`: The order of the numbers remains the same.
+   - :guilabel:`Reorder by accounting date`: The number is reordered by accounting date.
+#. Set the :guilabel:`First New Sequence`.
+#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`.
 
-.. image:: customer_invoices/invoice11.png
+The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list.
 
-.. image:: customer_invoices/invoice12.png
+.. image:: customer_invoices/invoice-sequencing.png
+   :alt: Resequence options window
 
-.. _customer-invoices/aging-report:
+.. _accounting/invoice/reporting:
 
-Customer aging report:
-~~~~~~~~~~~~~~~~~~~~~~
+Reporting
+=========
 
-The customer aging report will be an additional key tool for the
-collector to understand the customer credit issues, and to prioritize
-their work.
+.. _accounting/invoice/partner-reports:
 
-Use the aging report to determine which customers are overdue and begin
-your collection efforts.
-
-.. image:: customer_invoices/invoice13.png
-
-Profit and loss
+Partner reports
 ---------------
 
-The Profit and Loss statement displays your revenue and expense details.
-Ultimately, this gives you a clear image of your Net Profit and Loss. It
-is sometimes referred to as the "Income Statement" or "Statement of
-Revenues and Expenses."
+.. _accounting/invoices/partner-ledger:
 
-.. image:: customer_invoices/invoice14.png
+Partner Ledger
+~~~~~~~~~~~~~~
+
+The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it,
+go to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
+
+.. _accounting/invoices/aging-report:
+
+Aged Receivable
+~~~~~~~~~~~~~~~
+
+To review outstanding customer invoices and their related due dates, use the
+:ref:`Aged Receivable <accounting/reporting/aged-receivable>` report. To access it, go to
+:menuselection:`Accounting --> Reporting --> Aged Receivable`.
+
+.. _accounting/invoices/aged-payable:
+
+Aged Payable
+~~~~~~~~~~~~
+
+To review outstanding vendor bills and their related due dates, use the
+:ref:`Aged Payable <accounting/reporting/aged-payable>` report. To access it, go to
+:menuselection:`Accounting --> Reporting --> Aged Payable`.
+
+.. _accounting/invoices/profit-and-loss:
+
+Profit and Loss
+---------------
+
+The :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` statement shows details of income
+and expenses.
+
+.. _accounting/invoices/balance-sheet:
 
 Balance sheet
 -------------
 
-The balance sheet summarizes your company's liabilities,
-assets and equity at a specific moment in time.
-
-.. image:: customer_invoices/invoice15.png
-
-.. image:: customer_invoices/invoice16.png
-
-For example, if you manage your inventory using the perpetual accounting
-method, you should expect a decrease in account "Current Assets" once
-the material has been shipped to the customer.
+The :ref:`Balance Sheet <accounting/reporting/balance-sheet>` summarizes the company's assets,
+liabilities, and equity at a specific time.
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/customer_invoices/deferred_revenues.rst

@@ -33,19 +33,28 @@ Make sure the default settings are correctly configured for your business. To do
 
 Journal
   The deferral entries are posted in this journal.
-Deferred Expense Account
-  Expenses are deferred on this Current Asset account until they are recognized.
-Deferred Revenue Account
+Deferred Revenue
   Revenues are deferred on this Current Liability account until they are recognized.
 Generate Entries
   By default, Odoo :ref:`automatically generates <customer_invoices/deferred/generate_on_validation>`
   the deferral entries when you post a customer invoice. However, you can also choose to
   :ref:`generate them manually <customer_invoices/deferred/generate_manually>` by selecting the
   :guilabel:`Manually & Grouped` option instead.
-Amount Computation
-  Suppose an invoice of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
-  computation accounts for $100 each month, while the :guilabel:`Based on days` computation
-  accounts for different amounts depending on the number of days in each month.
+Based on
+  Suppose an invoice of $1200 must be deferred over 12 months.
+
+  - The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
+    that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
+    the month).
+
+  - The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
+    first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
+    with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
+    eliminating the need for a 13th month to recognize any remainder as would be the case when using
+    the :guilabel:`Months` option.
+
+  - The :guilabel:`Days` option accounts for different amounts depending on the number of days in
+    each month (e.g., ~$102 for January and ~$92 for February).
 
 .. _customer_invoices/deferred/generate_on_validation:
 

content/applications/finance/accounting/customer_invoices/payment_terms.rst

@@ -116,7 +116,7 @@ for every computed *due date*.
 This makes for easier :doc:`follow-ups </applications/finance/accounting/payments/follow_up>` and
 :doc:`reconciliation </applications/finance/accounting/bank/reconciliation>` since Odoo takes each
 due date into account, rather than just the balance due date. It also helps to get an accurate
-:ref:`aged receivable report <customer-invoices/aging-report>`.
+:ref:`aged receivable report <accounting/invoices/aging-report>`.
 
 .. example::
    .. image:: payment_terms/journal-entry.png

content/applications/finance/accounting/get_started/avg_price_valuation.rst

@@ -69,8 +69,9 @@ When new products arrive, the new average cost for each product is recomputed us
 - **Incoming Qty**: count of products arriving in the new shipment;
 - **Purchase Price**: estimated price of products at the reception of products (since vendor bills
   may arrive later). The amount includes not only the price for the products, but also added costs,
-  such as shipping, taxes, and :ref:`landed costs <inventory/reporting/landed_costs>`. At reception
-  of the vendor bill, this price is adjusted;
+  such as shipping, taxes, and :doc:`landed costs
+  <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. At
+  reception of the vendor bill, this price is adjusted;
 - **Final Qty**: quantity of on-hand stock after the stock move.
 
 .. _inventory/avg_cost/definite_rule:

content/applications/finance/accounting/payments.rst

@@ -7,20 +7,20 @@ Payments
 In Odoo, payments can either be automatically linked to an invoice or bill or be stand-alone records
 for use at a later date:
 
-- If a payment is **linked to an invoice or bill**, it reduces/settles the amount due of the
-  invoice. You can have multiple payments related to the same invoice.
+- If a payment is **linked to an invoice or bill**, it reduces/settles the amount due on the
+  invoice. Multiple payments on the same invoice are possible.
 
 - If a payment is **not linked to an invoice or bill**, the customer has an outstanding credit with
-  your company, or your company has an outstanding debit with a vendor. You can use those
-  outstanding amounts to reduce/settle unpaid invoices/bills.
+  the company, or the company has an outstanding debit with a vendor. Those outstanding amounts
+  reduce/settle unpaid invoices/bills.
 
 .. seealso::
    - :doc:`Internal transfers <payments/internal_transfers>`
    - :doc:`bank/reconciliation`
    - `Odoo Tutorials: Bank Configuration
-     <https://www.odoo.com/slides/slide/bank-configuration-1880>`_
+     <https://www.odoo.com/slides/slide/bank-configuration-6832>`_
 
-.. _payments/register:
+.. _accounting/payments/from-invoice-bill:
 
 Registering payment from an invoice or bill
 ===========================================
@@ -29,11 +29,12 @@ When clicking :guilabel:`Register payment` in a customer invoice or vendor bill,
 journal entry and changes the amount due according to the payment amount. The counterpart is
 reflected in an :ref:`outstanding <bank/outstanding-accounts>` **receipts** or **payments** account.
 At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when
-the outstanding account is reconciled with a bank statement line, the invoice or vendor bill changes
-to the :guilabel:`Paid` status.
+the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill
+changes to the :guilabel:`Paid` status.
 
-The information icon near the payment line displays more information about the payment. You can
-access additional information, such as the related journal, by clicking :guilabel:`View`.
+The :icon:`fa-info-circle` information icon next to the payment line displays more
+information about the payment. To access additional information, such as the related journal, click
+:guilabel:`View`.
 
 .. image:: payments/information-icon.png
    :alt: See detailed information of a payment.
@@ -41,65 +42,89 @@ access additional information, such as the related journal, by clicking :guilabe
 .. note::
    - The customer invoice or vendor bill must be in the :guilabel:`Posted` status to register the
      payment.
-   - If you unreconcile a payment, it still appears in your books but is no longer linked to the
+   - If a payment is unreconciled, it still appears in the books but is no longer linked to the
      invoice.
-   - If you (un)reconcile a payment in a different currency, a journal entry is automatically
+   - If a payment is (un)reconciled in a different currency, a journal entry is automatically
      created to post the currency exchange gains/losses (reversal) amount.
-   - If you (un)reconcile a payment and an invoice having cash basis taxes, a journal entry is
-     automatically created to post the cash basis tax (reversal) amount.
+   - If a payment is (un)reconciled and an invoice with cash-basis taxes, a journal entry is
+     automatically created to post the cash-basis tax (reversal) amount.
 
 .. tip::
-   - If your main bank account is set as an :ref:`outstanding account
-     <bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
-     bank statement), invoices and bills are directly registered as :guilabel:`Paid`.
+   If the main bank account is set as an :ref:`outstanding account
+   <bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
+   bank transaction), invoices and bills are directly registered as :guilabel:`Paid`.
+
+.. _accounting/payments/not-tied:
 
 Registering payments not tied to an invoice or bill
 ===================================================
 
-When a new payment is registered via :menuselection:`Customers / Vendors --> Payments` menu, it is
-not directly linked to an invoice or bill. Instead, the account receivable or the account payable is
+When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not
+directly linked to an invoice or bill. Instead, the account receivable or the account payable is
 matched with the **outstanding account** until it is manually matched with its related invoice or
 bill.
 
+.. _accounting/payments/matching-invoices-bills:
+
 Matching invoices and bills with payments
 -----------------------------------------
 
-A blue banner appears when you validate a new invoice/bill and an **outstanding payment** exists for
-this specific customer or vendor. It can easily be matched from the invoice or bill by clicking
-:guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`.
+A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for
+this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`ADD`
+under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`.
 
 .. image:: payments/add-option.png
    :alt: Shows the ADD option to reconcile an invoice or a bill with a payment.
 
 The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its
-corresponding bank statement.
+corresponding bank transaction.
 
-.. _payments/batch-payments:
+.. _accounting/payments/group-payments:
 
-Batch payment
--------------
+Group payments
+--------------
 
-Batch payments allow you to group different payments to ease :doc:`reconciliation
-<bank/reconciliation>`. They are also useful when you deposit :doc:`checks <payments/checks>` to the
-bank or for :doc:`SEPA payments <payments/pay_sepa>`. To do so, go to :menuselection:`Accounting -->
-Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the
-list view of payments, you can select and group several payments in a batch by clicking
-:menuselection:`Action --> Create Batch Payment`.
+Group payments allow combining outgoing and incoming payments from the same contact into a single
+payment to simplify the process and improve payment usability. To register a group payment:
+
+#. Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or
+   :menuselection:`Accounting --> Vendors --> Bills/Refunds`.
+#. Select the relevant invoices/credit notes or bills/refunds linked to a specific contact.
+#. Click the :icon:`fa-cog` (:guilabel:`Action menu`) icon and select :guilabel:`Register Payment`.
+#. In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the
+   :guilabel:`Payment Method`, and the :guilabel:`Payment Date`.
+#. Enable the :guilabel:`Group Payments` option and click :guilabel:`Create payment`.
+
+The invoices or bills are now marked as :guilabel:`In payment` until they are reconciled with the
+corresponding bank transactions. The credit notes or refunds are marked as :guilabel:`Paid`.
+
+.. _accounting/payments/batch-payments:
+
+Batch payments
+--------------
+
+Batch payments allow grouping payments from multiple contacts to ease
+:doc:`reconciliation <bank/reconciliation>`. They are also useful when depositing :doc:`checks
+<payments/checks>` to the bank or for :doc:`SEPA payments <payments/pay_sepa>`. To do so, go to
+:menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting -->
+Vendors --> Batch Payments`. In the list view of payments, to group several payments in a
+batch, select them and click :menuselection:`Action --> Create Batch Payment`.
 
 .. seealso::
   - :doc:`payments/batch`
   - :doc:`payments/batch_sdd`
 
-.. _payments/matching:
+.. _accounting/payments/matching:
 
 Payments matching
 -----------------
 
 The :guilabel:`Payments matching` tool opens all unreconciled customer invoices or vendor bills and
-allows you to process them individually, matching all payments and invoices in one place. You can
-reach this tool from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor Bills`,
-click the drop-down menu button (:guilabel:`⋮`), and select :guilabel:`Payments Matching`, or go to
-:menuselection:`Accounting --> Accounting --> Reconciliation`.
+allows them to be processed individually, matching all payments and invoices in one place. Go to the
+:guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`)
+button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select
+:guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> Accounting -->
+Reconciliation`.
 
 .. image:: payments/payments-journal.png
    :alt: Payments matching menu in the drop-down menu.
@@ -107,39 +132,49 @@ click the drop-down menu button (:guilabel:`⋮`), and select :guilabel:`Payment
 .. note::
    During the :doc:`reconciliation <bank/reconciliation>`, if the sum of the debits and credits does
    not match, there is a remaining balance. This either needs to be reconciled at a later date or
-   needs to be written off directly.
+   written off directly.
+
+.. _accounting/payments/batch-payments-matching:
 
 Batch payments matching
 -----------------------
 
-You can use the **batch reconciliation feature** to reconcile several outstanding payments or
-invoices simultaneously for a specific customer or vendor. Go to your **Accounting Dashboard** and
-open your **bank journal**. In the **bank reconciliation** view, select a **transaction**, and click
-the :guilabel:`Batch Payments` tab. From here, you can reconcile your
-:doc:`batch payments <payments/batch>` with your outstanding payments or invoices.
+Use the batch reconciliation feature to reconcile several outstanding payments or invoices
+simultaneously for a specific customer or vendor. Go to :menuselection:`Accounting --> Reporting -->
+Aged Receivable / Aged Payable`. All transactions that have not yet been reconciled for that
+contact are visible, and when a customer or vendor is selected, the :guilabel:`Reconcile` option is
+displayed.
 
 .. image:: payments/reconcile-option.png
    :alt: The batch payment reconcile option.
 
+.. _accounting/payments/partial-payment:
+
 Registering a partial payment
 =============================
 
-To register a **partial payment**, click :guilabel:`Register payment` from the related invoice or
-bill, and enter the amount received or paid. Upon entering the amount, a prompt appears to decide
-whether to :guilabel:`Keep open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select
-:guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or bill is now marked as
-:guilabel:`Partial`. Select :guilabel:`Mark as fully paid` if you wish to settle the invoice or bill
-with a difference in the amount.
+To register a partial payment, click on :guilabel:`Register Payment` from the related invoice or
+bill. In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total
+remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the
+outstanding balance. There are two options:
 
-.. image:: payments/payment-difference.png
-   :alt: Partial payment of an invoice or bill.
+- :guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial`
+  banner;
+- :guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In` field and
+  change the :guilabel:`Label` if needed. A journal entry will be created to balance the accounts
+  payable or receivable with the selected account.
 
-Reconciling payments with bank statements
-=========================================
+.. image:: payments/partial-payment.png
+   :alt: register a partial payment
+
+.. _accounting/payments/reconciling-payments:
+
+Reconciling payments with bank transactions
+===========================================
 
 Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The
-next step is :doc:`reconciling <bank/reconciliation>` it with the related bank statement line to
-have the transaction finalized and the invoice or bill marked as :guilabel:`Paid`.
+next step is :doc:`reconciling <bank/reconciliation>` it with the related bank transaction line to
+finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`.
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/reporting.rst

@@ -24,8 +24,9 @@ the details.
 .. image:: reporting/reporting-annotate.png
    :alt: Annotate reports.
 
-To export reports in PDF or XLSX format, click :guilabel:`PDF` or :guilabel:`XLSX` at the top of the
-page.
+To export reports in PDF or XLSX format, click :guilabel:`PDF` at the top or click the
+:icon:`fa-caret-down` (:guilabel:`down arrow`) icon next to the :guilabel:`PDF` button and
+select :guilabel:`XLSX`.
 
 To compare values across periods, click the :guilabel:`Comparison` menu and select the periods you
 want to compare.

content/applications/finance/accounting/reporting/year_end.rst

@@ -62,10 +62,10 @@ Then, to close the fiscal year:
     <accounting/reporting/aged-payable>` reports.
   - Audit all accounts, being sure to fully understand all transactions and their nature, making
     sure to include loans and fixed assets.
-  - Optionally, run :ref:`payments matching <payments/matching>` to validate any open vendor bills
-    and customer invoices with their payments. While this step is optional, it could assist the
-    year-end closing process if all outstanding payments and invoices are reconciled, potentially
-    finding errors or mistakes in the system.
+  - Optionally, run :ref:`payments matching <accounting/payments/matching>` to validate any open
+    vendor bills and customer invoices with their payments. While this step is optional, it could
+    assist the year-end closing process if all outstanding payments and invoices are reconciled,
+    potentially finding errors or mistakes in the system.
 
 Next, the accountant likely verifies balance sheet items and book entries for:
 

content/applications/finance/accounting/taxes/avatax.rst

@@ -24,10 +24,8 @@ programming interface)` integration.
 .. important::
    Some limitations exist in Odoo while using AvaTax for tax calculation:
 
-   - AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax
-     calculation model is excessive for transactions within a single delivery address, such as
-     stores or restaurants.
-   - AvaTax and Odoo use the company address, **not** the warehouse address.
+   - AvaTax uses the company address by default. To use the warehouse address, enable :doc:`Allow
+     Ship Later <../../../sales/point_of_sale/shop/ship_later>` in the **POS** app settings.
    - Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
      specific industries.
 

content/applications/finance/accounting/vendor_bills.rst

@@ -37,7 +37,7 @@ appropriately completed:
 - :guilabel:`Vendor`: Odoo automatically fills some information based on the vendor's registered
   information, previous purchase orders, or bills.
 - :guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do
-  the :ref:`matching <payments/matching>` when you receive the products.
+  the :ref:`matching <accounting/payments/matching>` when you receive the products.
 - :guilabel:`Auto-Complete`: select a past bill/purchase order to automatically complete the
   document. The :guilabel:`Vendor` field should be completed prior to completing this field.
 - :guilabel:`Bill Date`: is the issuance date of the document.

content/applications/finance/accounting/vendor_bills/deferred_expenses.rst

@@ -33,19 +33,28 @@ Make sure the default settings are correctly configured for your business. To do
 
 Journal
   The deferral entries are posted in this journal.
-Deferred Expense Account
+Deferred Expense
   Expenses are deferred on this Current Asset account until they are recognized.
-Deferred Revenue Account
-  Revenues are deferred on this Current Liability account until they are recognized.
 Generate Entries
   By default, Odoo :ref:`automatically generates <vendor_bills/deferred/generate_on_validation>`
   the deferral entries when you post a vendor bill. However, you can also choose to
   :ref:`generate them manually <vendor_bills/deferred/generate_manually>` by selecting the
   :guilabel:`Manually & Grouped` option instead.
-Amount Computation
-  Suppose a bill of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
-  computation recognizes $100 each month, while the :guilabel:`Based on days` computation recognizes
-  different amounts depending on the number of days in each month.
+Based on
+  Suppose a bill of $1200 must be deferred over 12 months.
+
+  - The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
+    that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
+    the month).
+
+  - The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
+    first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
+    with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
+    eliminating the need for a 13th month to recognize any remainder as would be the case when using
+    the :guilabel:`Months` option.
+
+  - The :guilabel:`Days` option accounts for different amounts depending on the number of days in
+    each month (e.g., ~$102 for January and ~$92 for February).
 
 .. _vendor_bills/deferred/generate_on_validation:
 

content/applications/finance/accounting/vendor_bills/invoice_digitization.rst

@@ -11,8 +11,8 @@ created and populated based on the scanned invoices.
 
 .. seealso::
    - `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
-   - `Odoo Tutorials: Invoice Digitization with OCR
-     <https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_
+   - `Odoo Tutorials: Vendor Bill Digitization
+     <https://www.odoo.com/slides/slide/vendor-bill-digitization-7065>`_
 
 Configuration
 =============

content/applications/finance/fiscal_localizations.rst

@@ -4,128 +4,163 @@
 Fiscal localizations
 ====================
 
+Fiscal localizations are country-specific modules that allow you to be compliant with a country's
+fiscal requirements. Most of these modules are related to the :ref:`Accounting
+<fiscal_localizations/accounting>` or :ref:`Payroll <fiscal_localizations/payroll>` app, but they
+can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a
+country's fiscal requirements.
+
 .. _fiscal_localizations/packages:
 
-Fiscal localization packages
-============================
+Configuration
+=============
 
-**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,
-fiscal positions, chart of accounts, and legal statements on your database. Some additional
-features, such as the configuration of specific certificates, are also added to your Accounting app,
-following your fiscal administration requirements.
+Odoo should automatically install the required fiscal localization modules based on the company's
+country when the related app is installed. Refer to the :ref:`list of countries
+<fiscal_localizations/countries-list>` to view the currently supported countries and access their
+specific documentation.
 
 .. note::
-   Odoo continuously adds new localizations and improves the existing packages.
+   Each company in a multi-company environment can use different fiscal localization modules.
 
-Configuration
--------------
+.. _fiscal_localizations/accounting:
 
-Odoo automatically installs the appropriate package for your company, according to the country
-selected at the creation of the database.
+Accounting
+----------
 
-.. important::
-   As long as you haven't posted any entry, you can still select another package.
+Verify the right package of modules is installed by going to :menuselection:`Accounting -->
+Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal
+Localization` section. Select another one if necessary.
 
-To select a fiscal localization package for your company, go to :menuselection:`Accounting -->
-Configuration --> Settings --> Fiscal Localization`, select the appropriate package from the list
-and save.
+.. warning::
+   Selecting another package is only possible if no entry has been posted.
 
-.. image:: fiscal_localizations/package-selection.png
-   :alt: Select your country's fiscal localization package in Odoo Accounting.
+These packages require fine-tuning the chart of accounts, activating the taxes to be used,
+configuring the country-specific statements and certifications, and sometimes more.
 
-Use
----
+.. _fiscal_localizations/payroll:
 
-These packages require you to fine-tune your chart of accounts according to your needs, activate the
-taxes you use, and configure your country-specific statements and certifications.
+Payroll
+-------
 
-.. seealso::
-   - :doc:`accounting/get_started/chart_of_accounts`
-   - :doc:`accounting/taxes`
+Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration -->
+Settings` and searching for the country's **Localization** section.
 
 .. _fiscal_localizations/countries-list:
 
-List of supported countries
-===========================
+List of countries
+=================
 
-Odoo Accounting can be used in many countries out of the box by installing the appropriate module.
-Here is a list of all :ref:`fiscal localization package <fiscal_localizations/packages>` that are
-available on Odoo.
+Fiscal localization modules are available for the countries listed below.
 
-- Algeria - Accounting
-- :doc:`Argentina - Accounting <fiscal_localizations/argentina>`
-- :doc:`Australian - Accounting <fiscal_localizations/australia>`
-- :doc:`Austria - Accounting <fiscal_localizations/austria>`
-- :doc:`Belgium - Accounting <fiscal_localizations/belgium>`
-- Bolivia - Accounting
-- :doc:`Brazilian - Accounting <fiscal_localizations/brazil>`
-- :doc:`Canada - Accounting <fiscal_localizations/canada>`
-- :doc:`Chile - Accounting <fiscal_localizations/chile>`
-- China - Accounting
-- :doc:`Colombia - Accounting <fiscal_localizations/colombia>`
-- Costa Rica - Accounting
-- Croatia - Accounting (RRIF 2012)
-- Czech - Accounting
-- Denmark - Accounting
-- Dominican Republic - Accounting
-- :doc:`Ecuadorian - Accounting <fiscal_localizations/ecuador>`
-- :doc:`Egypt - Accounting <fiscal_localizations/egypt>`
-- Ethiopia - Accounting
-- Finnish Localization
-- :doc:`France - Accounting <fiscal_localizations/france>`
-- Generic - Accounting
+.. note::
+   New countries are frequently added to this list and Odoo keeps expanding and improving existing
+   localizations and the related documentation.
+
+- Algeria
+- :doc:`Argentina <fiscal_localizations/argentina>`
+- :doc:`Australia <fiscal_localizations/australia>`
+- :doc:`Austria <fiscal_localizations/austria>`
+- Bangladesh
+- :doc:`Belgium <fiscal_localizations/belgium>`
+- Benin
+- Bolivia
+- :doc:`Brazil <fiscal_localizations/brazil>`
+- Burkina Faso
+- Bulgaria
+- Cameroon
+- :doc:`Canada <fiscal_localizations/canada>`
+- Central African Republic
+- Chad
+- :doc:`Chile <fiscal_localizations/chile>`
+- China
+- :doc:`Colombia <fiscal_localizations/colombia>`
+- Comoros
+- Congo
+- Costa Rica
+- Croatia
+- Cyprus
+- Czech Republic
+- Democratic Republic of the Congo
+- Denmark
+- Dominican Republic
+- :doc:`Ecuador <fiscal_localizations/ecuador>`
+- :doc:`Egypt <fiscal_localizations/egypt>`
+- Equatorial Guinea
+- Estonia
+- Ethiopia
+- Finland
+- :doc:`France <fiscal_localizations/france>`
+- Gabon
 - :doc:`Germany <fiscal_localizations/germany>`
+- Guinea
+- Greece
+- Guatemala
+- Guinea-Bissau
+- Honduras
+- :doc:`Hong Kong <fiscal_localizations/hong_kong>`
+- Hungary
+- :doc:`India <fiscal_localizations/india>`
+- :doc:`Indonesia <fiscal_localizations/indonesia>`
+- :doc:`Italy <fiscal_localizations/italy>`
+- Ivory Coast
+- Japan
+- Jordan
+- Kazakhstan
+- :doc:`Kenya <fiscal_localizations/kenya>`
+- Kuwait
+- Latvia
+- Lithuania
+- :doc:`Luxembourg <fiscal_localizations/luxembourg>`
+- Mali
+- Malta
+- Mauritius
+- :doc:`Malaysia <fiscal_localizations/malaysia>`
+- :doc:`Mexico <fiscal_localizations/mexico>`
+- Mongolia
+- Morocco
+- Mozambique
+- :doc:`Netherlands <fiscal_localizations/netherlands>`
+- :doc:`New Zealand <fiscal_localizations/new_zealand>`
+- Niger
+- Nigeria
+- Norway
+- Pakistan
+- Panama
+- :doc:`Peru <fiscal_localizations/peru>`
+- :doc:`Philippines <fiscal_localizations/philippines>`
+- Poland
+- Portugal
+- Qatar
+- :doc:`Romania <fiscal_localizations/romania>`
+- Rwanda
+- :doc:`Saudi Arabia <fiscal_localizations/saudi_arabia>`
+- Senegal
+- Serbia
+- :doc:`Singapore <fiscal_localizations/singapore>`
+- Slovakia
+- Slovenia
+- South Africa
+- :doc:`Spain <fiscal_localizations/spain>`
+- Sweden
+- :doc:`Switzerland <fiscal_localizations/switzerland>`
+- Taiwan
+- Tanzania
+- :doc:`Thailand <fiscal_localizations/thailand>`
+- Tunisia
+- Türkiye
+- Uganda
+- Ukraine
+- :doc:`United Arab Emirates <fiscal_localizations/united_arab_emirates>`
+- :doc:`United Kingdom <fiscal_localizations/united_kingdom>`
+- :doc:`United States of America <fiscal_localizations/united_states>`
+- :doc:`Uruguay <fiscal_localizations/uruguay>`
+- Venezuela
+- :doc:`Vietnam <fiscal_localizations/vietnam>`
+- Zambia
 
-  - Germany SKR03 - Accounting
-  - Germany SKR04 - Accounting
-
-- Greece - Accounting
-- Guatemala - Accounting
-- Honduras - Accounting
-- :doc:`Hong Kong - Accounting <fiscal_localizations/hong_kong>`
-- Hungarian - Accounting
-- :doc:`Indian - Accounting <fiscal_localizations/india>`
-- :doc:`Indonesian - Accounting <fiscal_localizations/indonesia>`
-- Ireland - Accounting
-- Israel - Accounting
-- :doc:`Italy - Accounting <fiscal_localizations/italy>`
-- Japan - Accounting
-- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
-- Lithuania - Accounting
-- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
-- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
-- Maroc - Accounting
-- :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
-- Mongolia - Accounting
-- :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
-- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
-- Norway - Accounting
-- OHADA - Accounting
-- Pakistan - Accounting
-- Panama - Accounting
-- :doc:`Peru - Accounting <fiscal_localizations/peru>`
-- :doc:`Philippines - Accounting <fiscal_localizations/philippines>`
-- Poland - Accounting
-- Portugal - Accounting
-- :doc:`Romania - Accounting <fiscal_localizations/romania>`
-- :doc:`Saudi Arabia - Accounting <fiscal_localizations/saudi_arabia>`
-- :doc:`Singapore - Accounting <fiscal_localizations/singapore>`
-- Slovak - Accounting
-- Slovenian - Accounting
-- South Africa - Accounting
-- :doc:`Spain - Accounting (PGCE 2008) <fiscal_localizations/spain>`
-- Sweden - Accounting
-- :doc:`Switzerland - Accounting <fiscal_localizations/switzerland>`
-- Taiwan - Accounting
-- :doc:`Thailand - Accounting <fiscal_localizations/thailand>`
-- Turkey - Accounting
-- :doc:`United Arab Emirates - Accounting <fiscal_localizations/united_arab_emirates>`
-- :doc:`UK - Accounting <fiscal_localizations/united_kingdom>`
-- Ukraine - Accounting
-- :doc:`United States - Accounting <fiscal_localizations/united_states>`
-- :doc:`Uruguay - Accounting <fiscal_localizations/uruguay>`
-- Venezuela - Accounting
-- :doc:`Vietnam - Accounting <fiscal_localizations/vietnam>`
+.. seealso::
+   :doc:`Employment Hero Payroll documentation <fiscal_localizations/employment_hero>`
 
 .. toctree::
    :titlesonly:

content/applications/finance/fiscal_localizations/argentina.rst

@@ -619,9 +619,9 @@ document, an automatic validation can be set in :menuselection:`Accounting --> S
 Argentinean Localization --> Validate document in the AFIP`, considering the following levels:
 
 - :guilabel:`Not available:` the verification is not done (this is the default value);
-- :guilabel:`Available:` the verification is done. In case the number is not valid it, only displays
+- :guilabel:`Available:` the verification is done. In case the number is not valid, it only displays
   a warning but still allows the vendor bill to be posted;
-- :guilabel:`Required:` the verification is done and it does not allow the user to post the vendor
+- :guilabel:`Required:` the verification is done, and it does not allow the user to post the vendor
   bill if the document number is not valid.
 
 .. image:: argentina/verify-vendor-bills.png

content/applications/finance/fiscal_localizations/belgium.rst

@@ -449,8 +449,9 @@ This government-certified system entails the use of a :ref:`certified POS system
 Certified POS system
 --------------------
 
-The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online** and
-**Odoo.sh**. Please refer to the following table to ensure that your POS system is certified.
+The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**,
+**Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system
+is certified.
 
 .. list-table::
    :header-rows: 1
@@ -460,22 +461,26 @@ The Odoo POS system is certified for the major versions of databases hosted on *
      - Odoo Online
      - Odoo.sh
      - On-Premise
+   * - Odoo 18.0
+     - Certified
+     - Certified
+     - Certified
    * - Odoo 17.0
      - Certified
      - Certified
-     - Not certified
+     - Certified
    * - Odoo 16.0
      - Certified
      - Certified
-     - Not certified
+     - Certified
    * - Odoo 15.0
      - Certified
      - Certified
-     - Not certified
+     - Certified
    * - Odoo 14.0
      - Certified
      - Certified
-     - Not certified
+     - Certified
 
 .. seealso::
    :doc:`/administration/supported_versions`

content/applications/finance/fiscal_localizations/brazil.rst

@@ -24,6 +24,17 @@ with AvaTax.
 The localization also includes taxes and a chart of accounts template that can be modified if
 needed.
 
+.. seealso::
+   Links to helpful resources for the Brazilian localization, including onboarding materials and
+   videos:
+
+   - `Onboarding checklist for new users
+     <https://docs.google.com/document/d/e/2PACX-1vSNYTYVnR_BzvQKL3kn5YdVzPjjHc-WHw_U3udk5tz_dJXo69woj9QrTMinH_siyOX2rLGjvspvc8AF/pub>`_.
+   - `YouTube playlist - Brazil (Localization)
+     <https://youtube.com/playlist?list=PL1-aSABtP6ADqexw4YNCbKPmpFggajxlX&si=RgmZR3Jco3223Np4>`_.
+   - `YouTube playlist - Tutoriais Odoo em Português
+     <https://youtube.com/playlist?list=PL1-aSABtP6ACGOW2UREePGjHQ2Bgdy-UZ&si=j6tiI36eB7BoKVQB>`_.
+
 Configuration
 =============
 
@@ -136,6 +147,7 @@ Correction letter, Invalidate invoice number range), an API call is made using c
 .. note::
    - Odoo is a certified partner of Avalara Brazil.
    - You can `buy IAP credit on odoo.com <https://iap.odoo.com/iap/in-app-services/819>`_.
+   - On creation, new databases receive 500 free credits.
 
 Credential configuration
 ~~~~~~~~~~~~~~~~~~~~~~~~

content/applications/finance/fiscal_localizations/canada.rst

@@ -139,7 +139,7 @@ Positions`.
 The following fiscal positions are available by default:
 
 - :guilabel:`Alberta (AB)`
-- :guilabel:`British Colombia (BC)`
+- :guilabel:`British Columbia (BC)`
 - :guilabel:`Manitoba (MB)`
 - :guilabel:`New Brunswick (NB)`
 - :guilabel:`Newfoundland and Labrador (NL)`

content/applications/finance/fiscal_localizations/chile.rst

@@ -39,12 +39,9 @@ localization.
      - Adds the *Propuesta F29* and *Balance Tributario (8 columnas)* reports.
    * - :guilabel:`Chile - E-invoicing`
      - `l10n_cl_edi`
-     - Includes all technical and functional requirements to generate and receive electronic
-       invoices online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations.
-   * - :guilabel:`Chile - Electronic Receipt`
-     - `l10n_cl_boletas`
-     - Includes all technical and functional requirements to generate and receive electronic
-       invoices digitally based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations.
+     - Includes all technical and functional requirements to receive and generate **electronic
+       receipts** and **invoices** online based on the :abbr:`SII (Servicio de Impuestos Internos)`
+       regulations.
    * - :guilabel:`Electronic Exports of Goods for Chile`
      - `l10n_cl_edi_exports`
      - Includes technical and functional requirements to generate electronic invoices for exporting

content/applications/finance/fiscal_localizations/colombia.rst

@@ -3,23 +3,38 @@ Colombia
 ========
 
 .. |DIAN| replace:: :abbr:`DIAN (Dirección de Impuestos y Aduanas Nacionales)`
+.. |NIT| replace:: :abbr:`NIT (El Número de Identificación Tributaria)`
 
 Odoo's Colombian localization package provides accounting, fiscal, and legal features for databases
-in Colombia – such as chart of accounts, taxes, and electronic invoicing.
+in Colombia - such as chart of accounts, taxes, and electronic invoicing. The localization has the
+following `prerequisites
+<https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/que-requieres-para-factura-electronicamente/>`_
+when using the `DIAN Own Software
+<https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/como-puedes-facturar-electronicamente/>`_
+solution with Odoo:
 
-In addition, a series of videos on the subject is also available. These videos cover how to start
-from scratch, set up configurations, complete common workflows, and provide in-depth looks at some
-specific use cases as well.
+- Be registered in the `RUT
+  <https://www.dian.gov.co/tramitesservicios/tramites-y-servicios/tributarios/Paginas/RUT.aspx>`_
+  (Registro Único Tributario) with a valid |NIT|.
+- Have a valid digital signature certificate `approved by the ONAC
+  <https://onac.org.co/directorio-de-acreditados/>`_.
+- `Register and get enabled
+  <https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/proceso-de-registro-y-habilitacion-como-facturador-electronico/>`_
+  by completing the certification process required by the |DIAN|.
 
 .. seealso::
-   `Smart Tutorial - Colombian Localization
-   <https://www.odoo.com/slides/smart-tutorial-localizacion-de-colombia-132>`_.
+   - For more information on how to complete the certification process for the |DIAN| module, review
+     the following `webinar <https://www.youtube.com/watch?v=l0G6iDc7NQA>`_.
+   - `Smart Tutorial - Colombian Localization
+     <https://www.odoo.com/slides/smart-tutorial-localizacion-de-colombia-132>`_.
 
-.. _colombia/configuration:
+.. _localization/colombia/configuration:
 
 Configuration
 =============
 
+.. _localization/colombia/modules:
+
 Modules installation
 --------------------
 
@@ -38,155 +53,148 @@ localization:
      - Default :ref:`fiscal localization package <fiscal_localizations/packages>`. This module adds
        the base accounting features for the Colombian localization: chart of accounts, taxes,
        withholdings, and identification document type.
+   * - :guilabel:`Electronic invoicing for Colombia with DIAN`
+     - `l10n_co_dian`
+     - This module includes the features required for integration with the |DIAN| as its own
+       software, and adds the ability to generate electronic invoices and support documents based on
+       |DIAN| regulations.
    * - :guilabel:`Colombian - Accounting Reports`
      - `l10n_co_reports`
-     - Includes accounting reports for sending certifications to suppliers for withholdings applied.
+     - This module includes accounting reports for sending certifications to suppliers for
+       withholdings applied.
    * - :guilabel:`Electronic invoicing for Colombia with Carvajal`
      - `l10n_co_edi`
-     - This module includes the features required for integration with Carvajal, and
-       generates the electronic invoices and support documents related to the vendor bills, based on
-       |DIAN| regulations.
+     - This module includes the features required for integration with Carvajal. Adds the ability to
+       generate the electronic invoices and support documents, based on |DIAN| regulations.
    * - :guilabel:`Colombian - Point of Sale`
      - `l10n_co_pos`
-     - Includes Point of Sale receipts for Colombian localization.
+     - This module includes **Point of Sale** receipts for Colombian localization.
 
-.. note::
-   When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`, Odoo automatically
-   installs certain modules.
+.. _localization/colombia/configuration/company:
 
-Company configuration
----------------------
+Company information
+-------------------
 
-To configure your company information, go to the :menuselection:`Contacts` app, and search for your
-company.
+To configure your company information:
 
-Alternatively, activate :ref:`developer mode <developer-mode>` and navigate to
-:menuselection:`General Setting --> Company --> Update Info --> Contact`. Then, edit the contact
-form and configure the following information:
+#. Access your company's contact form:
 
-- :guilabel:`Company Name`.
-- :guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and :guilabel:`ZIP` code.
-- :guilabel:`Identification Number`: Select the :guilabel:`Identification Type` (`NIT`, `Cédula de
-  Ciudadanía`, `Registro Civil`, etc.). When the :guilabel:`Identification Type` is `NIT`, the
-  :guilabel:`Identification Number` **must** have the *verification digit* at the end of the ID
-  prefixed by a hyphen (`-`).
+   - Go to the :guilabel:`Contacts` app and search for your company or;
+   - Go to the :guilabel:`Settings` app, activate the :ref:`developer mode <developer-mode>`, and in
+     the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the
+     :guilabel:`Contact` field, click on the company name.
 
-Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales & Purchase` tab:
+#. Configure the following information:
 
-- :guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company
-  (`O-13` Gran Contribuyente, `O-15` Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen
-  de tributación simple, `R-99-PN` No Aplica).
-- :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this option should be
-  selected.
-- :guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, `INC`, `IVA e INC`,
-  or `No Aplica`)
-- :guilabel:`Commercial Name`: If the company uses a specific commercial name, and it needs to be
-  displayed in the invoice.
+   - :guilabel:`Company Name`.
+   - :guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department`, and :guilabel:`ZIP`
+     code.
+   - :guilabel:`Identification Number`: Select the :guilabel:`Identification Type` (:guilabel:`NIT`,
+     :guilabel:`Cédula de Ciudadanía`, :guilabel:`Registro Civil`, etc.). When the
+     :guilabel:`Identification Type` is :guilabel:`NIT`, the
+     :guilabel:`Identification Number` **must** have the *verification digit* at the end of the ID
+     prefixed by a hyphen (`-`).
 
-Carjaval credentials configuration
-----------------------------------
+#. Go to the :guilabel:`Sales & Purchase` tab and configure the :guilabel:`Fiscal Information`:
 
-Once the modules are installed, the user credentials **must** be configured, in order to connect
-with Carvajal Web Service. To do so, navigate to :menuselection:`Accounting --> Configuration -->
-Settings` and scroll to the :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the
-required configuration information provided by Carvajal:
-
-- :guilabel:`Username` and :guilabel:`Password`: Username and password (provided by Carvajal) to the
-  company.
-- :guilabel:`Company Registry`: Company's NIT number *without* the verification code.
-- :guilabel:`Account ID`: Company's NIT number followed by `_01`.
-- :guilabel:`Colombia Template Code`: Select one of the two available templates (`CGEN03` or
-  `CGNE04`) to be used in the PDF format of the electronic invoice.
-
-Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal testing environment.
-
-Once Odoo and Carvajal are fully configured and ready for production, deactivate the :guilabel:`Test
-mode` checkbox to use the production database.
-
-.. image:: colombia/carvajal-configuration.png
-   :align: center
-   :alt: Configure credentials for Carvajal web service in Odoo.
-
-.. important::
-   :guilabel:`Test mode` must **only** be used on duplicated databases, **not** the production
-   environment.
-
-Report data configuration
--------------------------
-
-Report data can be defined for the fiscal section and bank information of the PDF as part of the
-configurable information sent in the XML.
-
-Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and scroll to the
-:guilabel:`Colombian Electronic Invoicing` section, in order to find the :guilabel:`Report
-Configuration` fields. Here the header information for each report type can be configured.
-
-- :guilabel:`Gran Contribuyente`
-- :guilabel:`Tipo de Régimen`
-- :guilabel:`Retenedores de IVA`
-- :guilabel:`Autorretenedores`
-- :guilabel:`Resolución Aplicable`
-- :guilabel:`Actividad Económica`
-- :guilabel:`Bank Information`
-
-.. _colombia/master-data:
-
-Master data configuration
--------------------------
-
-Partner
-~~~~~~~
-
-Partner contacts can be created in the *Contacts* app. To do so, navigate to
-:menuselection:`Contacts`, and click the :guilabel:`Create` button.
-
-Then, name the contact, and using the radio buttons, select the contact type, either
-:guilabel:`Individual` or :guilabel:`Company`.
-
-Complete the full :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, and
-:guilabel:`ZIP` code. Then, complete the identification and fiscal information.
-
-Identification information
-**************************
-
-Identification types, defined by the |DIAN|, are available on the partner form, as part of the
-Colombian localization. Colombian partners **must** have their :guilabel:`Identification Number`
-(VAT) and :guilabel:`Document Type` set.
+   - :guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company.
+     (:guilabel:`O-13` Gran Contribuyente, :guilabel:`O-15` Autorretenedor,
+     :guilabel:`O-23` Agente de retención IVA, :guilabel:`O-47` Regimen de tributación simple,
+     :guilabel:`R-99-PN` No Aplica).
+   - :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente*, enable this option.
+   - :guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (:guilabel:`IVA`,
+     :guilabel:`INC`, :guilabel:`IVA e INC`, or :guilabel:`No Aplica`)
+   - :guilabel:`Commercial Name`: If the company uses a specific commercial name and it needs to be
+     displayed in the invoice.
 
 .. tip::
-   When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification Number` needs to be
-   configured in Odoo, including the *verification digit at the end of the ID, prefixed by a hyphen
-   (`-`)*.
+   The data configured in the :guilabel:`Fiscal Information` section is printed in the valid fiscal
+   PDF reports.
 
-Fiscal information
-******************
+.. _localization/colombia/einvoice-configuration:
 
-The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro único tributario)`
-document) are included as part of the electronic invoicing module, as it is required by the |DIAN|.
+Electronic invoicing credentials and |DIAN| environment
+-------------------------------------------------------
 
-The required fields can be found under :menuselection:`Partner --> Sales & Purchase Tab --> Fiscal
-Information section`:
+To configure the user credentials to be used to connect with the |DIAN|'s web service and the
+|DIAN| environment, navigate to :menuselection:`Accounting --> Configuration --> Settings` and
+scroll to the :guilabel:`Colombian Electronic Invoicing` section. Then, follow these steps:
 
-- :guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company
-  (`O-13` Gran Contribuyente, `O-15` Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen
-  de tributación simple, or `R-99-PN` No Aplica).
-- :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this option should be
-  selected.
-- :guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, `INC`, `IVA e INC`, or
-  `No Aplica`)
-- :guilabel:`Commercial Name`: If the company uses a specific commercial name, and it needs to be
-  displayed in the invoice.
+#. Select :guilabel:`DIAN: Free Service` as the :guilabel:`Electronic Invoicing Provider`.
+#. Configure the :guilabel:`Operation Modes` for the respective types of documents
+   (*electronic invoices* or *support documents*) to be generated from Odoo. Click
+   :guilabel:`Add a line`, then fill in the fields:
+
+   - :guilabel:`Software Mode`: the type of document to be generated with the operation mode.
+   - :guilabel:`Software ID`: the ID generated by |DIAN| for the specific operation mode.
+   - :guilabel:`Software PIN`: the PIN selected in the operation mode configuration in the |DIAN|
+     portal.
+   - :guilabel:`Testing ID`: the testing ID generated by |DIAN| and obtained after testing the
+     operation mode.
+
+#. Configure the available :guilabel:`Certificates` to sign the electronic documents. Click
+   :guilabel:`Add a line`, then fill in the fields:
+
+   - :guilabel:`Name`: the name of the certificate.
+   - :guilabel:`Certificate`: upload the certificate file in PEM format. In the :guilabel:`Private
+     Key` field that appears on the screen, select an existing private key or create a new one. To
+     do so, enter a key name and select :guilabel:`Create and edit`. Then, in the :guilabel:`Create
+     Private Key` wizard, upload a valid :guilabel:`Key file` and click :guilabel:`Save & Close`.
+
+     .. image:: colombia/dian-credentials-configuration.png
+        :alt: Colombian electronic invoicing credentials configured.
+
+#. Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers three different
+   |DIAN| environments to connect with:
+
+   - **Certification environment**: This environment is useful to pass the |DIAN| certification
+     process and obtain the *Enabled* status to invoice from Odoo. To activate it, enable both the
+     :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes.
+
+   - **Testing environment**: This environment allows reproducing electronic invoicing flows
+     and validations in the |DIAN| testing portal. To activate it, enable only the :guilabel:`Test
+     Environment` checkbox.
+
+   - **Production environment**: Activate production databases to generate valid electronic documents.
+     To activate it, disable both the :guilabel:`Test environment` and the :guilabel:`Activate the
+     certification process` checkboxes.
+
+.. note::
+   In a multi-company database, each company can have its own certificate.
+
+.. seealso::
+   For electronic invoicing configurations using the Carvajal solution, review the following video:
+   `Configuración de Facturación Electrónica - Localización de Colombia
+   <https://www.youtube.com/watch?v=bzweMwTEbfY&list=PL1-aSABtP6ABxZshems3snMjx7bj_7ZsZ&index=3>`_.
+
+.. _localization/colombia/master-data:
+
+Master data
+-----------
+
+.. _localization/colombia/contacts:
+
+Contacts
+~~~~~~~~
+
+Configure the following fields on the :doc:`contact form <../../essentials/contacts>`:
+
+- :guilabel:`Identification Number` (VAT): Select the identification number type and enter the
+  identification number. If the identification number type is :guilabel:`NIT`, the identification
+  number must include the verification digit at the end, prefixed by a hyphen (`-`).
+- :ref:`Fiscal Information fields <localization/colombia/configuration/company>` in the
+  :guilabel:`Sales & Purchase` tab.
+
+.. _localization/colombia/products:
 
 Products
 ~~~~~~~~
 
-To manage products, navigate to :menuselection:`Accounting --> Customers --> Products`, then click
-on a product.
+Access the product's form via :menuselection:`Accounting --> Customers --> Products` and ensure
+that either the :guilabel:`UNSPSC Category` field (found in the :guilabel:`Accounting tab`) or the
+:guilabel:`Internal Reference` field (in the :guilabel:`General Information` tab) is configured.
 
-When adding general information on the product form, it is required that either the
-:guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or :guilabel:`Internal Reference`
-(:guilabel:`General Information` tab) field is configured. Be sure to :guilabel:`Save` the product
-once configured.
+.. _localization/colombia/taxes:
 
 Taxes
 ~~~~~
@@ -194,91 +202,103 @@ Taxes
 To create or modify taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`, and select
 the related tax.
 
-If sales transactions include products with taxes, the :guilabel:`Value Type` field in the
-:guilabel:`Advanced Options` tab needs to be configured per tax. Retention tax types
-(:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) are also included. This configuration is used
-to display taxes correctly in the invoice PDF.
+If sales transactions include products with taxes, configure the :guilabel:`Value Type` field in the
+:guilabel:`Advanced Options` tab. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`,
+:guilabel:`Fuente`) are also included. This configuration is used to display taxes correctly on the
+invoice.
 
-.. image:: colombia/retention-tax-types.png
-   :align: center
-   :alt: The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo.
+.. image:: colombia/dian-taxes-configuration.png
+   :alt: Specific tax configurations per DIAN regulations.
 
-.. _co-journals:
+.. _localization/colombia/co-journals:
 
 Sales journals
 ~~~~~~~~~~~~~~
 
 Once the |DIAN| has assigned the official sequence and prefix for the electronic invoice resolution,
-the sales journals related to the invoice documents **must** be updated in Odoo. To do so, navigate
-to :menuselection:`Accounting --> Configuration --> Journals`, and select an existing sales journal,
+the sales journals related to the invoices **must** be updated in Odoo. To do so, navigate
+to :menuselection:`Accounting --> Configuration --> Journals` and select an existing sales journal
 or create a new one with the :guilabel:`Create` button.
 
-On the sales journal form, input the :guilabel:`Journal Name`, :guilabel:`Type`, and set a unique
-:guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following data
-in the :guilabel:`Advanced Settings` tab:
+On the sales journal form, enter the :guilabel:`Journal Name` and :guilabel:`Type`, then set a
+unique :guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following
+data in the :guilabel:`Advanced Settings` tab:
 
-- :guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`.
-- :guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the company.
-- :guilabel:`Resolution Date`: Initial effective date of the resolution.
-- :guilabel:`Resolution end date`: End date of the resolution's validity.
-- :guilabel:`Range of Numbering (minimum)`: First authorized invoice number.
-- :guilabel:`Range of Numbering (maximum)`: Last authorized invoice number.
+- :guilabel:`Electronic invoicing`: enable UBL 2.1 (Colombia).
+- :guilabel:`Invoicing Resolution`: resolution number issued by |DIAN| to the company via their test
+  set.
+- :guilabel:`Resolution Date`: initial effective date of the resolution.
+- :guilabel:`Resolution End Date`: end date of the resolution's validity.
+- :guilabel:`Range of Numbering (minimum)`: first authorized invoice number.
+- :guilabel:`Range of Numbering (maximum)`: last authorized invoice number.
+- :guilabel:`Technical Key`: control key received from the |DIAN| portal test set or from their web
+  service in case of the production environment.
 
-.. note::
-   The sequence and resolution of the journal **must** match the one configured in Carvajal and the
-   |DIAN|.
+When the database is configured for the :ref:`production environment
+<localization/colombia/einvoice-configuration>`, instead of configuring these fields manually,
+click the :guilabel:`Reload DIAN configuration` button to obtain the |DIAN| resolution information
+from the |DIAN| web service.
 
-Invoice sequence
-****************
+.. image:: colombia/reload-dian-configuration-button.png
+   :alt: Reload DIAN configuration button in sale journals.
 
-The invoice sequence and prefix **must** be correctly configured when the first document is created.
+.. important::
+   - The short code and resolution of the journal **must** match the ones received in the |DIAN|
+     portal test set or from the MUISCA portal.
+   - The :ref:`invoice sequence and prefix <localization/colombia/invoice-creation>` **must** be
+     correctly configured when the first invoice is created. Odoo automatically assigns a prefix
+     and sequence to the following invoices.
 
-.. note::
-   Odoo automatically assigns a prefix and sequence to the following invoices.
+.. _localization/colombia/purchase-journals:
 
 Purchase journals
-*****************
+~~~~~~~~~~~~~~~~~
 
 Once the |DIAN| has assigned the official sequence and prefix for the *support document* related to
 vendor bills, the purchase journals related to their supporting documents need to be updated in
-Odoo. The process is similar to the configuration of the :ref:`sales journals <co-journals>`.
+Odoo. The process is similar to the configuration of the :ref:`sales journals
+<localization/colombia/co-journals>`.
+
+.. seealso::
+   For more information on support document journals using the Carvajal solution, review the
+   `Documento Soporte - Localización de Colombia video
+   <https://www.youtube.com/watch?v=UmYsFcD7xzE&list=PL1-aSABtP6ABxZshems3snMjx7bj_7ZsZ&index=8>`_.
+
+.. _localization/colombia/chart-of-accounts:
 
 Chart of accounts
-*****************
+~~~~~~~~~~~~~~~~~
 
 The :doc:`chart of accounts </applications/finance/accounting/get_started/chart_of_accounts>` is
-installed by default as part of the localization module, the accounts are mapped automatically in
+installed by default as part of the localization module. The accounts are mapped automatically in
 taxes, default account payable, and default account receivable. The chart of accounts for Colombia
 is based on the PUC (Plan Unico de Cuentas).
 
-.. _colombia/workflows:
+.. _localization/colombia/workflows:
 
 Main workflows
 ==============
 
+.. _localization/colombia/electronic-invoices:
+
 Electronic invoices
 -------------------
 
 The following is a breakdown of the main workflow for electronic invoices with the Colombian
 localization:
 
-#. Sender creates an invoice.
-#. Electronic invoice provider generates the legal XML file.
-#. Electronic invoice provider creates the CUFE (Invoice Electronic Code) with the electronic
-   signature.
-#. Electronic invoice provider sends a notification to |DIAN|.
+#. The user creates an invoice.
+#. Odoo generates the legal XML file.
+#. Odoo generates the CUFE (Invoice Electronic Code) with the electronic signature.
+#. Odoo sends a notification to DIAN.
 #. |DIAN| validates the invoice.
 #. |DIAN| accepts or rejects the invoice.
-#. Electronic invoice provider generates the PDF invoice with a QR code.
-#. Electronic invoice provider sends invoice to the acquirer.
-#. Acquirer sends a receipt of acknowledgement, and accepts or rejects the invoice.
-#. Sender downloads a :file:`.zip` file with the PDF and XML.
+#. Odoo generates the PDF invoice with a QR code.
+#. Odoo compresses the attached document (containing the sent XML file and the DIAN validation
+   response) and the fiscal valid PDF into a :file:`.zip` file.
+#. The user sends the invoice (:file:`.zip` file) via Odoo to the acquirer.
 
-.. image:: colombia/workflow-electronic-invoice.png
-   :align: center
-   :alt: Electronic invoice workflow for Colombian localization.
-
-.. _colombia/invoice-creation:
+.. _localization/colombia/invoice-creation:
 
 Invoice creation
 ~~~~~~~~~~~~~~~~
@@ -287,58 +307,62 @@ Invoice creation
    The functional workflow taking place before an invoice validation does **not** alter the main
    changes introduced with the electronic invoice.
 
-Electronic invoices are generated and sent to both the |DIAN| and customer through Carvajal's web
-service integration. These documents can be created from your sales order or manually generated. To
-create a new invoice, go to :menuselection:`Accounting --> Customers --> Invoices`, and select
-:guilabel:`Create`. On the invoice form configure the following fields:
+Electronic invoices are generated and sent to both the |DIAN| and the customer. These documents can
+be created from the sales order or manually generated. To create a new invoice, go to
+:menuselection:`Accounting --> Costumers --> Invoices`, and select :guilabel:`Create`. On the
+invoice form, configure the following fields:
 
-- :guilabel:`Customer`: Customer's information.
-- :guilabel:`Journal`: Journal used for electronic invoices.
+- :guilabel:`Customer`: customer's information.
+- :guilabel:`Journal`: journal used for electronic invoices.
 - :guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura
   de Venta` is selected.
 - :guilabel:`Invoice Lines`: Specify the products with the correct taxes.
 
+.. important::
+   When creating the first invoice related to an electronic invoicing journal, it is required to
+   manually change the *sequence* of the invoice to the |DIAN| format: `Prefix + Sequence`.
+
+   For example, format the sequence from `SETP/2024/00001` to `SETP1`.
+
 When done, click :guilabel:`Confirm`.
 
-.. _colombia/invoice-validation:
+.. _localization/colombia/send-electronic-invoice:
 
-Invoice validation
-~~~~~~~~~~~~~~~~~~
+Electronic invoice sending
+~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-After the invoice confirmation, an XML file is created and sent automatically to Carvajal. The
-invoice is then processed asynchronously by the E-invoicing service UBL 2.1 (Colombia). The file is
-also displayed in the chatter.
+After the :ref:`invoice confirmation <localization/colombia/invoice-creation>`, click
+:guilabel:`Print & Send`. In the wizard that appears, make sure to enable the :guilabel:`DIAN` and
+:guilabel:`Email` checkboxes to send an XML to the |DIAN| web service and the validated invoice to
+the client fiscal email and click :guilabel:`Print & Send`. Then:
 
-.. image:: colombia/invoice-sent.png
-   :align: center
-   :alt: Carvajal XML invoice file in Odoo chatter.
+- The XML document is created.
+- The CUFE is generated.
+- The XML is processed synchronously by the |DIAN|.
+- If accepted, the file is displayed in the chatter and the email to the client with the
+  corresponding :file:`.zip` file.
 
-The :guilabel:`Electronic Invoice Name` field is now displayed in the :guilabel:`EDI Documents` tab,
-with the name of the XML file. Additionally, the :guilabel:`Electronic Invoice Status` field is
-displayed with the initial value :guilabel:`To Send`. To process the invoice manually, click on the
-:guilabel:`Process Now` button.
+.. image:: colombia/zip-xml-chatter-colombia.png
+   :alt: EDI documents available in the chatter.
 
-.. _colombia/invoice-xml:
+The :guilabel:`DIAN` tab then displays the following:
 
-Reception of legal XML and PDF
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+- :guilabel:`Signed Date`: timestamp recorded of the XML creation.
+- :guilabel:`Status`: Status result obtained in the |DIAN| response. If the invoice was
+  rejected, the error messages can be seen here.
+- :guilabel:`Testing Environment`: To know if the document sent was delivered to the |DIAN| testing
+  environment.
+- :guilabel:`Certification Process`: To know if the document was sent as part of the certification
+  process with the |DIAN|.
+- :guilabel:`Download`: To download the sent XML file, even if the |DIAN| result was
+  rejected.
+- :guilabel:`Fetch Attached Document`: To download the generated attached document file included in
+  the delivered :file:`.zip` file to the client.
 
-The electronic invoice vendor (Carvajal) receives the XML file, and proceeds to validate its
-structure and information.
+.. image:: colombia/dian-tab-electronic-document.png
+   :alt: EDI document record available in DIAN tab.
 
-After validating the electronic invoice, proceed to generate a legal XML which includes a digital
-signature and a unique code (CUFE), a PDF invoice that includes a QR code and the CUFE is also
-generated. If everything is correct the :guilabel:`Electronic Invoicing` field value changes to
-:guilabel:`Sent`.
-
-A :file:`.zip` containing the legal electronic invoice (in XML format) and the invoice in (PDF
-format) is downloaded and displayed in the invoice chatter:
-
-.. image:: colombia/invoice-zip.png
-   :align: center
-   :alt: ZIP file displayed in the invoice chatter in Odoo.
-
-The electronic invoice status changes to :guilabel:`Accepted`.
+.. _localization/colombia/credit-notes:
 
 Credit notes
 ------------
@@ -364,6 +388,8 @@ an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the
 
 Once reviewed, click the :guilabel:`Reverse` button.
 
+.. _localization/colombia/debit-notes:
+
 Debit notes
 -----------
 
@@ -380,6 +406,8 @@ invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the in
 
 When done, click :guilabel:`Create Debit Note`.
 
+.. _localization/colombia/support-document:
+
 Support document for vendor bills
 ---------------------------------
 
@@ -397,26 +425,34 @@ Support documents for vendor bills can be created from your purchase order or ma
 Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an XML file is created and
 automatically sent to Carvajal.
 
-.. _colombia/common-errors:
+.. _localization/colombia/common-errors:
 
 Common errors
 -------------
 
-During the XML validation, the most common errors are related to missing master data (*Contact Tax
-ID*, *Address*, *Products*, *Taxes*). In such cases, error messages are shown in the chatter after
-updating the electronic invoice status.
+During the XML validation, the most common errors are related to missing :ref:`master data
+<localization/colombia/master-data>`. In such cases, a validation error message is displayed and
+sending is blocked.
 
-After the master data is corrected, it's possible to reprocess the XML with the new data and send
-the updated version, using the :guilabel:`Retry` button.
+If the invoice was sent and set as *Rejected* by the |DIAN|, the error messages are visible by
+clicking the :icon:`fa-info-circle` :guilabel:`(info circle)` icon next to the :guilabel:`Status`
+field in the :guilabel:`DIAN` tab. Using the reported error codes, it is possible to review
+solutions to apply before re-sending.
 
-.. image:: colombia/xml-validation-error.png
-   :alt: XML validation errors shown in the invoice chatter in Odoo.
+.. image:: colombia/rejected-invoice-error-message.png
+   :alt: Example of error messages on rejected invoices.
 
-.. _colombia/reports:
+After the master data or other issues are corrected, it is possible to reprocess the XML again. Do
+so by following the :ref:`electronic invoice sending <localization/colombia/send-electronic-invoice>`
+flow.
+
+.. _localization/colombia/reports:
 
 Financial reports
 =================
 
+.. _localization/colombia/certificado-ica:
+
 Certificado de Retención en ICA
 -------------------------------
 
@@ -424,10 +460,14 @@ This report is a certification to vendors for withholdings made for the Colombia
 Commerce (ICA) tax. The report can be found under :menuselection:`Accounting --> Reporting -->
 Colombian Statements --> Certificado de Retención en ICA`.
 
-.. image:: colombia/ica-report.png
-   :align: center
+Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
+and :guilabel:`Copy to Documents`.
+
+.. image:: colombia/retencion-ica-dian.png
    :alt: Certificado de Retención en ICA report in Odoo Accounting.
 
+.. _localization/colombia/certificado-iva:
+
 Certificado de Retención en IVA
 -------------------------------
 
@@ -435,10 +475,14 @@ This report issues a certificate on the amount withheld from vendors for VAT wit
 can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado
 de Retención en IVA`.
 
-.. image:: colombia/iva-report.png
-   :align: center
+Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
+and :guilabel:`Copy to Documents`.
+
+.. image:: colombia/retencion-iva-dian.png
    :alt: Certificado de Retención en IVA report in Odoo Accounting.
 
+.. _localization/colombia/certificado-fuente:
+
 Certificado de Retención en la Fuente
 -------------------------------------
 
@@ -446,6 +490,8 @@ This certificate is issued to partners for the withholding tax that they have ma
 be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de
 Retención en Fuente`.
 
-.. image:: colombia/fuente-report.png
-   :align: center
+Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
+and :guilabel:`Copy to Documents`.
+
+.. image:: colombia/retencion-fuente-dian.png
    :alt: Certificado de Retención en Fuente report in Odoo Accounting.

content/applications/finance/fiscal_localizations/employment_hero.rst

@@ -38,7 +38,7 @@ Configuration
         :ref:`Malaysia <malaysia/employment-hero>`,
         :ref:`New Zealand <new-zealand/employment-hero>`,
         :ref:`Singapore <singapore/employment-hero>`,
-        and the :ref:`United Kingdom <united-kingdom/employment-hero>`.
+        and the :ref:`United Kingdom <localization/united-kingdom/employment-hero>`.
 
    - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
 

content/applications/finance/fiscal_localizations/france.rst

@@ -2,7 +2,7 @@
 France
 ======
 
-.. _france/fec:
+.. _localization/france/fec:
 
 FEC - Fichier des Écritures Comptables
 ======================================
@@ -14,7 +14,9 @@ arranged in chronological order.
 Since January 1st, 2014, every French company is required to produce and transmit this file upon
 request by the tax authorities for audit purposes.
 
-FEC Import
+.. _localization/france/fec-import:
+
+FEC import
 ----------
 
 To make the onboarding of new users easier, Odoo Enterprise's French :ref:`fiscal localization
@@ -34,6 +36,8 @@ click on *Import*.
       year, you might need to cancel those entries in the User Interface. Odoo makes those entries
       (RAN) useless.
 
+.. _localization/france/fec-file:
+
 File formats
 ~~~~~~~~~~~~
 
@@ -52,6 +56,8 @@ Our module expects the files to meet the following technical specifications:
 - **Line terminators**: both CR+LF (`\\r\\n`) and LF (`\\n`) character groups are supported.
 - **Date format**: `%Y%m%d`
 
+.. _localization/france/fec-fields:
+
 Fields description and use
 ~~~~~~~~~~~~~~~~~~~~~~~~~~
 
@@ -115,6 +121,8 @@ These two fields can be found in place of the others in the sence above.
 |    |               | or "D" for Debit                     | or `move_line.credit`             |                 |
 +----+---------------+--------------------------------------+-----------------------------------+-----------------+
 
+.. _localization/france/fec-implementation:
+
 Implementation details
 ~~~~~~~~~~~~~~~~~~~~~~
 
@@ -130,12 +138,16 @@ header.
 If the check passes, then the file is read in full, kept in memory, and scanned. Accounting entities
 are imported one type at a time, in the following order.
 
+.. _localization/france/fec-accounts:
+
 Accounts
 ********
 
 Every accounting entry is related to an account, which should be determined by the field
 `CompteNum`.
 
+.. _localization/france/fec-code-matching:
+
 Code matching
 *************
 
@@ -153,6 +165,8 @@ the first six digits of the codes.
    The account code `65800000` in the file is matched against an existing `658000` account in Odoo,
    and that account is used instead of creating a new one.
 
+.. _localization/france/fec-reconcilable-flag:
+
 Reconcilable flag
 *****************
 
@@ -166,7 +180,9 @@ reconciled with another one.
     with a payment that hasn't yet been recorded, this isn't a problem anyway; the account is
     flagged as reconcilable as soon as the import of the move lines requires it.
 
-Account type and Templates matching
+.. _localization/france/fec-account-type-template-matching:
+
+Account type and templates matching
 ***********************************
 
 As the **type** of the account is not specified in the FEC format, **new** accounts are created
@@ -190,6 +206,8 @@ The match is done with the left-most digits, starting by using all digits, then
 
 The type of the account is then flagged as *payable* and *reconcilable* as per the account template.
 
+.. _localization/france/fec-journals:
+
 Journals
 ********
 
@@ -206,6 +224,8 @@ New journals have their name prefixed by the string ``FEC-``.
 
 The journals are *not* archived, the user is entitled to handle them as he wishes.
 
+.. _localization/france/fec-journal-type:
+
 Journal type determination
 **************************
 
@@ -249,6 +269,8 @@ moves and accounts:
    The journal `type` would be `bank`, because the bank moves percentage (75%) exceeds the threshold
    (70%).
 
+.. _localization/france/fec-partners:
+
 Partners
 ********
 
@@ -265,6 +287,8 @@ Each partner keeps its `Reference` from the field `CompAuxNum`.
     partner entries may be merged by the user, with assistance from the system that groups them by
     similar entries.
 
+.. _localization/france/fec-moves:
+
 Moves
 *****
 
@@ -274,6 +298,8 @@ do the matching between the entries themselves.
 The `EcritureNum` field represents the name of the moves. We noticed that sometimes it may not be
 filled out. In this case, the field `PieceRef` is used.
 
+.. _localization/france/fec-rounding:
+
 Rounding issues
 ***************
 
@@ -284,6 +310,8 @@ targeting the accounts:
 - `658000` Charges diverses de gestion courante, for added debits
 - `758000` Produits divers de gestion courante, for added credits
 
+.. _localization/france/fec-missing-move-name:
+
 Missing move name
 *****************
 
@@ -302,12 +330,16 @@ each different combination of journal and date creates a new move.
 Should this attempt fail, the user is prompted an error message with all the move lines that are
 supposedly unbalanced.
 
+.. _localization/france/fec-partner-info:
+
 Partner information
 *******************
 
 If a line has the partner information specified, the information is copied to the accounting move
 itself if the targeted Journal is of type *payable* or *receivable*.
 
+.. _localization/france/fec-partner-info-export:
+
 Export
 ------
 
@@ -327,7 +359,9 @@ France --> FEC`.
     - `Test-Compta-Demat (Official FEC Testing tool)
       <https://github.com/DGFiP/Test-Compta-Demat>`_
 
-French Accounting Reports
+.. _localization/france/accounting-reports:
+
+French accounting reports
 =========================
 
 If you have installed the French Accounting, you will have access to some accounting reports
@@ -337,6 +371,103 @@ specific to France:
 - Compte de résultats
 - Plan de Taxes France
 
+.. _localization/france/liasse-fiscale:
+
+Liasse fiscale
+==============
+
+The *liasse fiscale* (tax returns) is a collection of standardized financial documents that
+businesses must submit annually to the tax authorities. It comprehensively summarizes the company’s
+financial activities and determines corporate taxes.
+
+`Teledec <https://www.teledec.fr>`_ is a platform used to prepare and submit tax returns using data
+from accounting records. To synchronize your accounting data stored in Odoo with Teledec and
+electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances
+Publiques), follow these steps:
+
+#. :ref:`localization/france/teledec-account`
+#. :ref:`localization/france/teledec-registration`
+#. :ref:`localization/france/teledec-synchronization`
+
+.. _localization/france/teledec-account:
+
+Teledec account creation
+------------------------
+
+To create a Teledec account, access the `Teledec account creation page <https://www.teledec.fr/s-enregistrer>`_
+and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password,
+accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to
+save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises,
+Business Directory Identification System)` number of the company.
+
+.. note::
+   If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered).
+
+.. _localization/france/teledec-registration:
+
+Company registration and fiscal year information
+------------------------------------------------
+
+To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click
+:guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following
+company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and
+:guilabel:`Représentant légal` (Legal representative) sections:
+
+- :guilabel:`Nom de l'entreprise`: Company's name.
+- :guilabel:`Forme juridique`: Select the company's legal form.
+- :guilabel:`Les comptes sont clôturés le`: Closing date.
+- :guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option.
+- :guilabel:`Adresse du siège social`: Head office address.
+- :guilabel:`Nom du représentant légal`: Legal representative's name.
+- :guilabel:`Agissant en qualité de`: Legal representative's function.
+- :guilabel:`Numéro de téléphone`: Phone number.
+
+Click :guilabel:`Sauvegarder` (Save) to display the next step
+:guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared
+fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end
+dates or the closing date and duration of the previous fiscal period. After saving, the list of
+documents included in the *liasse fiscale* is displayed, including both standard tax forms and
+those customized for the company’s tax return.
+
+.. tip::
+   - The :guilabel:`Etat` (Status) column shows the progress of the document filing.
+   - Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save.
+   - To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and
+     select the :guilabel:`Imprimer la déclaration avec les notices` option.
+
+.. _localization/france/teledec-synchronization:
+
+Odoo synchronization
+--------------------
+
+To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click
+:guilabel:`Autres actions` (Other actions) in the top-right corner and select
+:guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then
+:guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo).
+
+In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following
+information to complete the synchronization:
+
+- :guilabel:`Nom / URL complète de la base de données ODOO`: Odoo database name or URL. To provide
+  the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com`
+  option.
+- :guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account.
+- :guilabel:`Clé API`: :ref:`API key <api/external_api/keys>` generated by the Odoo instance.
+
+Next, click :guilabel:`Importer` to synch data from Odoo. In the
+:guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and
+make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the
+synchronization of the *liasse fiscale* with Odoo and import the balance.
+
+.. important::
+   Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made
+   previously.
+
+To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi
+de la déclaration`.
+
+.. _localization/france/anti-fraud:
+
 Get the VAT anti-fraud certification with Odoo
 ==============================================
 
@@ -346,6 +477,8 @@ concerning the inalterability, security, storage and archiving of sales data.
 These legal requirements are implemented in Odoo, version 9 onward,
 through a module and a certificate of conformity to download.
 
+.. _localization/france/anti-fraud-software:
+
 Is my company required to use anti-fraud software?
 --------------------------------------------------
 
@@ -358,6 +491,8 @@ Odoo (CGI art. 286, I. 3° bis) if:
 This rule applies to any company size. Auto-entrepreneurs are exempted from
 VAT and therefore are not affected.
 
+.. _localization/france/anti-fraud-odoo-certification:
+
 Get certified with Odoo
 -----------------------
 
@@ -400,6 +535,8 @@ To get the certification, just follow the following steps:
       Finally, make sure the following module *l10n_fr_sale_closing*
       is installed.
 
+.. _localization/france/anti-fraud-features:
+
 Anti-fraud features
 -------------------
 
@@ -411,6 +548,8 @@ The anti-fraud module introduces the following features:
 - **Storage**: automatic sales closings with computation of both period
   and cumulative totals (daily, monthly, annually).
 
+.. _localization/france/anti-fraud-inalterability:
+
 Inalterability
 ~~~~~~~~~~~~~~
 
@@ -422,6 +561,8 @@ if the company is located in France or in any DOM-TOM.
 
     If you run a multi-companies environment, only the documents of such companies are impacted.
 
+.. _localization/france/anti-fraud-security:
+
 Security
 ~~~~~~~~
 
@@ -442,6 +583,8 @@ For POS orders, go to
 For invoices or journal entries,
 go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`.
 
+.. _localization/france/anti-fraud-storage:
+
 Storage
 ~~~~~~~
 
@@ -477,6 +620,8 @@ Invoicing and Accounting apps.
       :ref:`developer mode <developer-mode>`.
     - Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
 
+.. _localization/france/anti-fraud-responsibilities:
+
 Responsibilities
 ----------------
 
@@ -490,7 +635,9 @@ the inalterability of data.
 Odoo absolves itself of all and any responsibility in case of changes
 in the module’s functions caused by 3rd party applications not certified by Odoo.
 
-More Information
+.. _localization/france/anti-fraud-more-info:
+
+More information
 ----------------
 
 You can find more information about this legislation in the following official documents.

content/applications/finance/fiscal_localizations/germany.rst

@@ -170,9 +170,8 @@ triggered and is being processed. You have to click on *Refresh State* to check
 German Tax Accounting Standards: Odoo's guide to GoBD Compliance
 ================================================================
 
-**GoBD** stands for `Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
-Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff
-<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
+**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
+Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*.
 In short, it is a **guideline for the proper management and storage of books, records, and documents
 in electronic form, as well as for data access**, that is relevant for the German tax authority, tax
 declaration, and balance sheet.
@@ -191,7 +190,7 @@ What do you need to know about GoBD when relying on accounting software?
 
 .. note::
    If you can, the best way to understand GoBD is to Read the `Official GoBD text
-   <https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_.
+   <https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
    It is a bit long but quite readable for non-experts. But in short, here is what to expect:
 
 The **GoBD is binding for companies that have to present accounts, which includes SMEs, freelancers,
@@ -312,7 +311,7 @@ offer our customer any legal certainty.
 
 .. important::
    The BMF actually states the following in the `Official GoBD text
-   <https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_:
+   <https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_:
 
    - 180. Positive attestations on the correctness of the bookkeeping - and thus on the correctness
      of IT-based bookkeeping systems - are not issued either in the context of a tax field audit or

content/applications/finance/fiscal_localizations/india.rst

@@ -25,6 +25,9 @@ localization:
    * - :guilabel:`Indian E-waybill`
      - `l10n_in_edi_ewaybill`
      - :ref:`Indian E-way bill integration <india/e-waybill>`
+   * - :guilabel:`Indian - Check GST Number Status`
+     - `l10n_in_gstin_status`
+     - :ref:`Indian Check GST Number Status <india/gstin_status>`
    * - :guilabel:`Indian - GSTR India eFiling`
      - `l10n_in_reports_gstr`
      - :ref:`Indian GST Return filing <india/gstr>`
@@ -293,9 +296,8 @@ Workflow
 Send an E-Way bill
 ~~~~~~~~~~~~~~~~~~
 
-You can manually send an E-Way bill by clicking :guilabel:`Send E-Way bill`. To send the E-Way bill
-automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bill (IN)` in your
-:ref:`Sales or Purchase journal <india/e-invoicing-journals>`.
+To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way
+bill`.
 
 .. image:: india/e-waybill-send-button.png
    :alt: Send E-waybill button on invoices
@@ -305,8 +307,8 @@ automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bi
 Invoice validation
 ~~~~~~~~~~~~~~~~~~
 
-Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is
-displayed.
+Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation
+message is displayed.
 
 .. image:: india/e-waybill-process.png
    :alt: Indian e-Way bill confirmation message
@@ -314,7 +316,7 @@ displayed.
 .. note::
    - You can find the JSON-signed file in the attached files in the chatter.
    - Odoo automatically uploads the JSON-signed file to the government portal after some time. Click
-     :guilabel:`Process now` if you want to process the invoice immediately.
+     :guilabel:`Process now` if you want to process the invoice/bill immediately.
 
 Invoice PDF report
 ~~~~~~~~~~~~~~~~~~
@@ -330,9 +332,9 @@ You can print the invoice PDF report once you have submitted the E-Way bill. The
 E-Way bill cancellation
 ~~~~~~~~~~~~~~~~~~~~~~~
 
-If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice and
-fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click
-:guilabel:`Request EDI Cancellation`.
+If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related
+invoice/bill and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then,
+click :guilabel:`Request EDI Cancellation`.
 
 .. important::
    Doing so cancels both the :ref:`e-Invoice <india/e-invoicing>` (if applicable) and the
@@ -348,6 +350,26 @@ fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Th
      the government portal. You can click :guilabel:`Process Now` if you want to process the invoice
      immediately.
 
+.. _india/gstin_status:
+
+Indian Check GSTIN Status
+=========================
+
+The :guilabel:`Indian - Check GST Number Status` module allows you to verify the status of a
+:abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo.
+
+To verify the status of a contact's GST number, access the customer's/vendor's form and click
+:guilabel:`Check GSTIN Status` next to the :guilabel:`GSTIN` field.
+
+To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click
+the :icon:`fa-refresh` (:guilabel:`refresh`) button next to the :guilabel:`GST Status` field.
+
+.. image:: india/gstin-status-invoice.png
+   :alt: Check GSTIN status of an invoice
+
+A notification is displayed to confirm the status update and the GSTIN status and verification date
+are logged in the contact's chatter.
+
 .. _india/gstr:
 
 Indian GST Return filing
@@ -567,3 +589,95 @@ goods (i.e :guilabel:`Opening Stock` + purchases during the period - :guilabel:`
 
    .. image:: india/profit-and-loss-report.png
       :alt: Profit and Loss report
+
+.. _india/tds-tcs-threshold:
+
+TDS/TCS threshold alert
+=======================
+
+:abbr:`TDS (tax deducted at source)` and :abbr:`TCS (tax collected at source)` are tax provisions
+under Indian law, triggered when transaction amounts exceed specified thresholds. This alert
+notifies users when the value of invoices or bills surpasses these limits, prompting the application
+of the appropriate TDS/TCS.
+
+To configure Odoo to advise you on when to apply TDS/TCS, set the :guilabel:`TDS/TCS section`
+field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting
+the TDS/TCS section under which tax might be applicable when recording an invoice or bill.
+
+Configuration
+-------------
+
+#. Navigate to :menuselection:`Accounting --> Configuration --> Settings`
+#. In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS and TCS` feature.
+#. Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`.
+#. Click :guilabel:`View` on the desired account, and set the :guilabel:`TDS/TCS Section` field.
+
+.. note::
+   The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these
+   limits, go to :menuselection:`Accounting --> Configuration --> Taxes`. In the :guilabel:`Advanced
+   Options` tab, click on the  :icon:`fa-arrow-right` :guilabel:`(internal link)` icon of the
+   :guilabel:`Section` field.
+
+   .. image:: india/tds-tcs-section-modify.png
+      :alt: TDS/TCS section modify
+
+Applying TCS/TDS on invoices and bills
+--------------------------------------
+
+Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold
+limit. If the limit specified in the :guilabel:`TCS/TDS Section` of the account is exceeded, Odoo
+displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the
+TCS/TDS is applied.
+
+.. image:: india/tcs-warning.png
+   :alt: TCS advice
+
+**TCS** is directly applicable in the tax on the invoice lines. To apply **TDS**, click the
+:guilabel:`TDS Entry` smart button on the vendor bill/payment. The popup window allows specifying
+the TDS details. Confirm the entry to apply the TDS.
+
+.. image:: india/tds-apply.png
+   :alt: TDS application
+
+In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches.
+
+.. example::
+
+   .. list-table::
+      :header-rows: 1
+      :widths: 10 20 10 20 15
+
+      * - **Branch**
+        - **Customer**
+        - **Invoice**
+        - **Transaction Amount (₹)**
+        - **PAN Number**
+      * - IN - MH
+        - XYZ Enterprise - GJ
+        - Invoice 1
+        - ₹50,000
+        - ABCPX1234E
+      * - IN - MH
+        - XYZ Enterprise - GJ
+        - Invoice 2
+        - ₹30,000
+        - ABCPX1234E
+      * - IN - MH
+        - XYZ Enterprise - MH
+        - Invoice 3
+        - ₹40,000
+        - ABCPX1234E
+      * - IN - DL
+        - XYZ Enterprise - GJ
+        - Invoice 4
+        - ₹20,000
+        - ABCPX1234E
+      * - IN - GJ
+        - XYZ Enterprise - MH
+        - Invoice 5
+        - ₹60,000
+        - ABCPX1234E
+
+   -  **Aggregate total** = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000
+   -  The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number
+      ABCPX1234E across all branches is ₹200,000.

content/applications/finance/fiscal_localizations/malaysia.rst

@@ -2,6 +2,220 @@
 Malaysia
 ========
 
+.. _MyTax: https://mytax.hasil.gov.my
+
+.. _malaysia/configuration:
+
+Configuration
+=============
+
+.. _malaysia/configuration/modules:
+
+Modules installation
+--------------------
+
+:ref:`Install <general/install>` the following modules to get all the features of the Malaysian
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Malaysia - Accounting`
+     - `l10n_my`
+     - This module includes the default
+       :ref:`fiscal localization package <fiscal_localizations/packages>`.
+   * - :guilabel:`Malaysia - Accounting Reports`
+     - `l10n_my_reports`
+     - This module includes the accounting reports for Malaysia.
+   * - :guilabel:`Malaysia - UBL PINT`
+     - `l10n_my_ubl_pint`
+     - This module includes the features required to export invoices in PINT format.
+   * - :guilabel:`Malaysia - E-invoicing`
+     - `l10n_my_edi`
+     - This module includes the features required for integration with MyInvois under IRBM.
+
+.. _malaysia/configuration/company:
+
+Company information
+-------------------
+
+To configure your company information, go to the :guilabel:`Contacts` app, search for your company,
+and select it. Then configure the following fields:
+
+- :guilabel:`Name`
+- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
+  and :guilabel:`Country`.
+
+   - In the :guilabel:`Street` field, enter the street name, number, and any additional address
+     information.
+   - In the :guilabel:`Street 2` field, enter the neighborhood.
+
+- :guilabel:`Tax ID`: Tax identification number
+- :guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable
+- :guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable
+- :guilabel:`Phone`
+
+.. _malaysia/myinvois:
+
+E-invoicing integration with MyInvois
+=====================================
+
+The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)`
+that facilitates the implementation of e-invoices for Malaysian taxpayers.
+Odoo supports integration with MyInvois to submit the invoices generated in Odoo.
+
+.. note::
+   The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois.
+
+.. _malaysia/myinvois/setup:
+
+Set-up
+------
+
+.. _malaysia/myinvois/setup/registration:
+
+MyInvois registration
+~~~~~~~~~~~~~~~~~~~~~
+
+To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois
+portal to grant Odoo the **right to invoice** as an intermediary for your company.
+
+.. note::
+   If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on
+   MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing
+   environment to try the functions before using the actual (production) environment`) and
+   **production** (:dfn:`actual environment to submit e-invoices with accurate information`)
+   environments are supported.
+
+#. Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding
+   :guilabel:`identification number` used to register for the digital certificate.
+#. From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the
+   top-right corner and select :guilabel:`View Taxpayer Profile`.
+#. In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right
+   corner.
+
+   .. image:: malaysia/myinvois-add-intermediary.png
+      :alt: MyInvois add intermediary
+
+#. Add `ODOO S.A.` as an intermediary using the following information:
+
+   - :guilabel:`TIN`: `C57800417080`
+   - :guilabel:`BRN`: `BE0477472701`
+   - :guilabel:`Name`: `ODOO S.A.`
+
+#. Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)`
+   icon:
+
+   - :guilabel:`Representation From`
+   - :guilabel:`Document - Submit`
+   - :guilabel:`Document - Cancel`
+   - :guilabel:`Document - Request Rejection`
+
+   .. note::
+      - Access can be revoked in the future if needed.
+      - Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy
+        server.
+
+#. Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`.
+
+   .. image:: malaysia/myinvois-intermediary-active.png
+      :alt: MyInvois status active
+
+.. _malaysia/myinvois/setup/odoo:
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+.. _malaysia/myinvois/setup/odoo/einvoicing:
+
+Electronic invoicing
+********************
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. In the
+:guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode`
+based on the environment you used to register on MyInvois.
+
+Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`.
+
+.. note::
+   To change the TIN reference, click :guilabel:`Unregister`, change the company's information and
+   make sure the number registered on MyInvois matches, then :guilabel:`Register` again.
+
+.. _malaysia/myinvois/setup/odoo/company:
+
+Company
+*******
+
+Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then,
+in the :guilabel:`E-invoicing` section, fill in the following fields:
+
+   - :guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification
+     number` used to register for the digital certificate.
+   - :guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and
+     activity of the business.
+
+Contacts
+********
+
+Access the contact's form and fill in the following fields:
+
+   - :guilabel:`Country`
+   - :guilabel:`State`
+   - :guilabel:`Phone`
+   - :guilabel:`Tax ID`
+   - :guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding
+     :guilabel:`Identification number` of the contact registered on MyTax.
+
+.. _malaysia/myinvois/setup/odoo/product:
+
+Products
+********
+
+All products to be included in e-invoices require a Malaysian classification code. To add it,
+access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the
+:guilabel:`Malaysian classification code` field.
+
+.. _malaysia/myinvois/workflow:
+
+Workflow
+--------
+
+.. _malaysia/myinvois/workflow/sending:
+
+Send invoices to MyInvois
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the
+:ref:`invoice sending <accounting/invoice/sending>` steps, and in the :guilabel:`Send` window,
+enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Print & Send`.
+
+.. _malaysia/myinvois/workflow/sending/status:
+
+MyInvois status
+***************
+
+In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to
+:guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`,
+:guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated.
+The same information is available on MyInvois.
+
+.. note::
+   If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is
+   :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status.
+
+.. _malaysia/myinvois/workflow/cancellation:
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open
+the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include
+the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The
+:guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.
+
 .. _malaysia/employment-hero:
 
 Employment Hero payroll

content/applications/finance/fiscal_localizations/mexico.rst

@@ -369,7 +369,7 @@ the SAT documentation, there are two types of payments:
 - `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)
 
    .. seealso::
-      :doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`
+      :doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`
 
 The difference lies in the *Due Date* or *Payment Terms* of the invoice.
 
@@ -883,8 +883,8 @@ Configuration
 ~~~~~~~~~~~~~
 
 In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs
-<../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs>`.
-Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
+<../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to
+:menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
 :guilabel:`Landed Costs` is activated.
 
 Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab,

content/applications/finance/fiscal_localizations/peru.rst

@@ -2,33 +2,80 @@
 Peru
 ====
 
-.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`
+.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración
+   Tributaria)`
 .. |GRE| replace:: :abbr:`GRE (Guía de Remisión Electrónica)`
 .. |RUS| replace:: :abbr:`RUS (Régimen Único Simplificado)`
 .. |EDI| replace:: :abbr:`EDI (Electronic Data Interchange)`
 
-Introduction
-============
+Modules
+=======
 
-The Peruvian localization has been improved and extended, in this version the next modules are
-available:
+:ref:`Install <general/install>` the following modules to utilize all the current features of the
+Peruvian localization.
 
-- **l10n_pe**: Adds accounting features for the Peruvian localization, which represent the minimal
-  configuration required for a company to operate in Peru and under the SUNAT regulations and
-  guidelines. The main elements included in this module are: Chart of account, taxes,
-  document types.
+.. list-table::
+   :header-rows: 1
 
-- **l10n_pe_edi**: includes all technical and functional requirements to generate and validate
-  Electronic Invoice, based on the SUNAT specification to create and process valid electronic
-  documents, for more technical detail you can access the
-  `SUNAT EDI specifications <https://cpe.sunat.gob.pe/node/88/>`_,
-  that keeps track of new changes and updates.
-  The features of this module are based on the resolutions published on the
-  `SUNAT Legislation <https://www.sunat.gob.pe/legislacion/general/index.html/>`_.
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Peru - Accounting`
+     - `l10n_pe`
+     - Adds accounting features for the Peruvian localization, which represent the minimal
+       configuration required for a company to operate in Peru and under the SUNAT regulations and
+       guidelines. The main elements included in this module are the chart of accounts, taxes,
+       document types.
+   * - :guilabel:`Peru - E-invoicing`
+     - `l10n_pe_edi`
+     - Includes all technical and functional requirements to generate and receive electronic
+       invoices online based on the SUNAT regulations.
+   * - :guilabel:`Peru - Accounting Reports`
+     - `l10n_pe_reports`
+     - Includes the following financial reports:
+
+       - 1st set of main financial reports:
+
+         - Registro de Ventas e Ingresos (RVIE) - 14.4
+         - Registro de Compras Electrónico (RCE) - 8.4
+         - Registro de Compras Electrónico - Información de Operaciones con Sujetos no Domiciliados
+           (RCE) - 8.5
+
+       - 2nd set of financial reports:
+
+         - PLE 5.1 General Journal
+         - PLE 5.3 Chart of Accounts
+         - PLE 6.1 General Ledger
+
+       - 3rd set of financial reports:
+
+         - PLE 1.1 Libro de Caja
+         - PLE 1.2 Libro de Bancos
+
+   * - :guilabel:`Peruvian - Electronic Delivery Note`
+     - `l10n_pe_edi_stock`
+     - Adds the delivery guide (Guía de Remisión), which is needed as proof that you are sending
+       goods between A and B. It is only when a delivery order is validated that the delivery guide
+       can be created.
+   * - :guilabel:`Peruvian eCommerce`
+     - `l10n_pe_website_sale`
+     - Enables the identification type in eCommerce checkout forms and the ability to generate
+       electronic invoices.
+   * - :guilabel:`Peruvian - Point of Sale with PE Doc`
+     - `l10n_pe_pos`
+     - Enables contact fiscal information to be editable from a PoS Session to generate electronic
+       invoices and refunds.
+
+.. note::
+   - Odoo automatically installs the appropriate package for the company according to the country
+     selected at the creation of the database.
+   - The *Peruvian - Electronic Delivery Guide* module depends on the *Inventory* application to be
+     installed.
 
 .. seealso::
    - `App Tour - Localización de Peru <https://youtu.be/Ic3mGovkf8Y>`_
-   - `Smart Tutorial - Localización de Peru <https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_
+   - `Smart Tutorial - Localización de Peru (videos for workflows and configurations)
+     <https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_
 
 Configuration
 =============
@@ -41,7 +88,6 @@ dependency with *Peru - Accounting*. In case this last one is not installed, Odo
 automatically within EDI.
 
 .. image:: peru/peru-modules.png
-   :align: center
    :alt: The "Module" filter is set on "Peru"
 
 .. note::
@@ -57,9 +103,7 @@ the establishment code assigned by the SUNAT when companies register their RUC (
 Registration):
 
 .. image:: peru/peru-company.png
-   :align: center
-   :alt: Company data for Peru including RUC and Address type code
-
+   :alt: Company data for Peru including RUC and Address type code.
 
 .. tip::
    In case the Address type code is unknown,  you can set it as the default value: 0000. Be aware
@@ -68,7 +112,6 @@ Registration):
 .. note::
    The NIF should be set following the RUC format.
 
-
 Chart of Account
 ~~~~~~~~~~~~~~~~
 
@@ -105,7 +148,6 @@ Here are some terms that are essential on the Peruvian localization:
 - **SOL Credentials**: Sunat Operaciones en Línea. User and password are provided by the SUNAT and
   grant access to Online Operations systems.
 
-
 Signature Provider
 ~~~~~~~~~~~~~~~~~~
 
@@ -126,8 +168,7 @@ This is the default and the suggested option, considering the digital ceritifica
 part of the service.
 
 .. image:: peru/peru-IAP.png
-   :align: center
-   :alt: IAP option as signature providers
+   :alt: IAP option as signature providers.
 
 What is the IAP?
 ^^^^^^^^^^^^^^^^
@@ -190,8 +231,7 @@ document validation directly to Digiflow. In this case you need to consider:
 - Provide your SOL credentials.
 
 .. image:: peru/peru-Digiflow.png
-   :align: center
-   :alt: Digiflow
+   :alt: Digiflow.
 
 SUNAT
 *****
@@ -230,18 +270,16 @@ certificate with the extension ``.pfx`` is required. Proceed to this section and
 password.
 
 .. image:: peru/peru-Certificate.png
-   :align: center
-   :alt: EDI Certificate wizard
+   :alt: EDI Certificate wizard.
 
 Multicurrency
 ~~~~~~~~~~~~~
 
-The official currency exchange rate in Peru is provided by the Bank of Peru. Odoo can connect
-directly to its services and get the currency rate either automatically or manually.
+The official currency exchange rate in Peru is provided by the SUNAT. Odoo can connect directly to
+its services and get the currency rate either automatically or manually.
 
-.. image:: peru/peru-multicurrency.png
-   :align: center
-   :alt: Bank of Peru is displayed in Multicurrency Service option
+.. image:: peru/l10n-pe-banksync-sunat.png
+   :alt: SUNAT displayed in Multicurrency Service option.
 
 Please refer to the next section in our documentation for more information about
 :doc:`multicurrencies <../accounting/get_started/multi_currency>`.
@@ -258,8 +296,7 @@ As part of the localization module the taxes are created automatically with thei
 financial account and electronic invoice configuration.
 
 .. image:: peru/peru-taxes.png
-   :align: center
-   :alt: List of default taxes
+   :alt: List of default taxes.
 
 EDI Configuration
 *****************
@@ -269,9 +306,7 @@ the taxes created by default have this data included, but in case you create new
 sure you fill in the fields:
 
 .. image:: peru/peru-taxes-edi.png
-   :align: center
-   :alt: Taxes EDI data for Peru
-
+   :alt: Taxes EDI data for Peru.
 
 Fiscal Positions
 ~~~~~~~~~~~~~~~~
@@ -297,8 +332,7 @@ The information required for the document types is included by default so the us
 to fill anything on this view:
 
 .. image:: peru/peru-document-type.png
-   :align: center
-   :alt: Document Type list
+   :alt: Document Type list.
 
 .. warning::
    Currently the documents supported on customer invoices are: Invoice, Boleta, Debit Note and
@@ -324,8 +358,7 @@ This section indicates which EDI workflow is used in the invoice, for Peru we mu
 “Peru UBL 2.1”.
 
 .. image:: peru/peru-journal-edi.png
-   :align: center
-   :alt: Journal EDI field
+   :alt: Journal EDI field.
 
 .. warning::
    By default, the value Factur-X (FR) is always displayed, make sure you can uncheck it manually.
@@ -341,9 +374,7 @@ available on the Partner form, this information is essential for most transactio
 the sender company and in the customer, make sure you fill in this information in your records.
 
 .. image:: peru/peru-id-type.png
-   :align: center
-   :alt: Partner identification type
-
+   :alt: Partner identification type.
 
 Product
 ~~~~~~~
@@ -352,9 +383,7 @@ Additional to the basic information in your products, for the Peruvian localizat
 Code on the product is a required value to be configured.
 
 .. image:: peru/peru-unspc-code.png
-   :align: center
-   :alt: UNSPC Code on products
-
+   :alt: UNSPC Code on products.
 
 Usage and testing
 =================
@@ -374,16 +403,14 @@ fields required as part of the Peru EDI:
   document type if needed and select Boleta for example.
 
   .. image:: peru/peru-invoice-document-type.png
-     :align: center
-     :alt: Invoice document type field on invoices
+     :alt: Invoice document type field on invoices.
 
 - **Operation type**: This value is required for Electronic Invoice and indicates the transaction
   type, the default value is “Internal Sale” but another value can be selected manually when needed,
   for example Export of Goods.
 
   .. image:: peru/peru-operation-type.png
-     :align: center
-     :alt: Invoice operation type field on invoices
+     :alt: Invoice operation type field on invoices.
 
 - **EDI Affectation Reason**: In the invoice lines, additional to the Tax there is a field “EDI
   Affectation Reason” that determines the tax scope based on the SUNAT list that is displayed.
@@ -391,8 +418,7 @@ fields required as part of the Peru EDI:
   you can manually select another one when creating the invoice.
 
   .. image:: peru/peru-tax-affectation-reason.png
-     :align: center
-     :alt: Tax affectation reason in invoice line
+     :alt: Tax affectation reason in invoice line.
 
 Invoice validation
 ~~~~~~~~~~~~~~~~~~
@@ -402,8 +428,7 @@ action registers the account move and triggers the Electronic invoice workflow t
 OSE and the SUNAT. The following message is displayed at the top of the invoice:
 
 .. image:: peru/peru-posted-invoice.png
-   :align: center
-   :alt: Sending of EDI Invoice in blue
+   :alt: Sending of EDI Invoice in blue.
 
 Asynchronous means that the document is not sent automatically after the invoice has been posted.
 
@@ -417,16 +442,14 @@ done either automatically by Odoo with a *cron* that runs every hour, or the use
 immediately by clicking on the button “Sent now”.
 
 .. image:: peru/peru-sent-manual.png
-   :align: center
-   :alt: Send EDI manually
+   :alt: Send EDI manually.
 
 **Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of
 the validation a ZIP file is downloaded and a message is logged in the chatter indicating the
 correct Government validation.
 
 .. image:: peru/peru-invoice-sent.png
-   :align: center
-   :alt: Message on chatter when the invoice is valid
+   :alt: Message on chatter when the invoice is valid.
 
 In case there is a validation error the Electronic Invoice status remains in “To be sent” so the
 corrections can be made and the invoice can be sent again.
@@ -453,8 +476,7 @@ If a validation error is received, you have two options:
   changes, and then send the invoice again to the SUNAT for another validation.
 
   .. image:: peru/peru-errors.png
-     :align: center
-     :alt: List of common errors on invoices
+     :alt: List of common errors on invoices.
 
 For more detail please refert to `Common errors in SUNAT
 <https://www.nubefact.com/codigos-error-sunat/>`_.
@@ -466,8 +488,7 @@ After the invoice is accepted and validated by the SUNAT, the invoice PDF report
 The report includes a QR code, indicating the invoice is a valid fiscal document.
 
 .. image:: peru/peru-PDF.png
-   :align: center
-   :alt: Invoice PDF report
+   :alt: Invoice PDF report.
 
 IAP Credits
 ~~~~~~~~~~~
@@ -480,8 +501,7 @@ additional credits are required, you can easily buy them by accessing the link p
 the message.
 
 .. image:: peru/peru-credits-IAP.png
-   :align: center
-   :alt: Buying credits in the IAP
+   :alt: Buying credits in the IAP.
 
 In the IAP service includes packages with different pricing based on the number of credits.
 The price list in the IAP is always displayed in EUR.
@@ -497,8 +517,7 @@ If the invoice was already sent and validated by the SUNAT, the correct way to p
 clicking on the button Request Cancellation:
 
 .. image:: peru/peru-cancellation.png
-   :align: center
-   :alt: Request invoice cancellation button
+   :alt: Request invoice cancellation button.
 
 In order to cancel an invoice, please provide a cancellation Reason.
 
@@ -511,22 +530,20 @@ immediately by clicking on the button “Send now”. Once it is sent, a cancell
 created, as a result the next message and CDR File are logged in the chatter:
 
 .. image:: peru/peru-cancellation-cdr.png
-   :align: center
-   :alt: Cancellation CDR sent by the SUNAT
+   :alt: Cancellation CDR sent by the SUNAT.
 
 **Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully
 validated. As part of the validation a ZIP file is downloaded and a message is logged in the
 chatter indicating the correct Government validation.
 
 .. image:: peru/peru-cancelled.png
-   :align: center
-   :alt: nvoice after cancellation
+   :alt: Invoice after cancellation.
 
 .. warning::
    One credit is consumed on each cancellation request.
 
-Cancellation process
-********************
+Export invoices
+***************
 
 When creating exportation invoices, take into account the next considerations:
 
@@ -535,8 +552,7 @@ When creating exportation invoices, take into account the next considerations:
 - The taxes included in the invoice lines should be EXP taxes.
 
 .. image:: peru/peru-exp-invoice.png
-   :align: center
-   :alt: Exportation invoices main data
+   :alt: Exportation invoices main data.
 
 Advance Payments
 ****************
@@ -555,13 +571,11 @@ When creating invoices that is subject to Detractions, take into account the nex
 #. All the products included in the invoice must have these fields configured:
 
    .. image:: peru/peru-detraction.png
-      :align: center
-      :alt: Detraction fields on products
+      :alt: Detraction fields on products.
 
 #. Operation type in your invoice must be ``1001``
 
    .. image:: peru/peru-detraction-invoice.png
-      :align: center
       :alt: Detraction code on invoices.
 
 Credit Notes
@@ -572,8 +586,7 @@ for this just click on the button “Add Credit Note”, a part of the Peruvian
 to prove a Credit Reason selecting one of the options in the list.
 
 .. image:: peru/peru-credit-note.png
-   :align: center
-   :alt: Add Credit Note from invoice
+   :alt: Add Credit Note from invoice.
 
 .. tip::
    When creating your first credit Note, select the Credit Method: Partial Refund, this allows you
@@ -582,8 +595,7 @@ to prove a Credit Reason selecting one of the options in the list.
 By default the Credit Note is set in the document type:
 
 .. image:: peru/peru-credit-note-document.png
-   :align: center
-   :alt: Credit Note document type
+   :alt: Credit Note document type.
 
 To finish the workflow please follow the instructions on :doc:`our page about Credit Notes
 <../accounting/customer_invoices/credit_notes>`.

content/applications/finance/fiscal_localizations/united_kingdom.rst

@@ -2,7 +2,7 @@
 United Kingdom
 ==============
 
-.. _united-kingdom/modules:
+.. _localization/united-kingdom/modules:
 
 Configuration
 =============
@@ -27,17 +27,28 @@ Reports` modules to get all the features of the UK localization.
         - Allows sending the tax report via the MTD-VAT API to HMRC.
    * - :guilabel:`UK BACS Payment Files`
      - `l10n_uk_bacs`
-     - Allows generating :ref:`united-kingdom/BACS-files` for bill and invoice payments
+     - Allows generating :ref:`localization/united-kingdom/BACS-files` for bill and invoice payments
+   * - :guilabel:`UK - Construction Industry Scheme`
+     - `l10n_uk_reports_cis`
+     -  - Allows sending the Monthly return to |HMRC|
+        - CIS Deduction (GB) report for UK construction industry
+   * - :guilabel:`UK - HMRC API`
+     - `l10n_uk_hmrc`
+     - Includes the |HMRC| basics.
 
 .. note::
    - Only UK-based companies can submit reports to HMRC.
    - Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once.
+   - The :guilabel:`UK - Construction Industry Scheme` module automatically includes the
+     :guilabel:`UK - HMRC API` module during installation.
 
 .. seealso::
    - `HM Revenue & Customs <https://www.gov.uk/government/organisations/hm-revenue-customs/>`_
    - `Overview of Making Tax Digital
      <https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital/>`_
 
+.. _localization/united-kingdom/chart-of-account:
+
 Chart of accounts
 =================
 
@@ -48,6 +59,8 @@ Setup your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accountin
 --> Settings --> Accounting Import section` and choose to :guilabel:`Review Manually` or
 :guilabel:`Import (recommended)` your initial balances.
 
+.. _localization/united-kingdom/taxes:
+
 Taxes
 =====
 
@@ -66,6 +79,8 @@ Configuration --> Accounting: Taxes`.
    - Tutorial: `Tax report and return
      <https://www.odoo.com/slides/slide/tax-report-and-return-1719?fullscreen=1>`_.
 
+.. _localization/united-kingdom/digital-tax:
+
 Making Tax Digital (MTD)
 ------------------------
 
@@ -82,7 +97,7 @@ The **UK - Accounting Reports** module enables you to comply with the `HM Revenu
    it through Odoo, as Odoo only retrieves open bonds from the last three months. Your submission
    has to be done manually by contacting HMRC.
 
-.. _uk_localization/hmrc-registration:
+.. _localization/united-kingdom/hmrc-registration:
 
 Register your company to HMRC before the first submission
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
@@ -91,6 +106,8 @@ Go to :menuselection:`Accounting --> Reporting --> Tax report` and click on
 :guilabel:`Connect to HMRC`. Enter your company information on the HMRC platform. You only need to
 do it once.
 
+.. _localization/united-kingdom/periodic-hmrc-submission:
+
 Periodic submission to HMRC
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
@@ -104,6 +121,8 @@ clicking :guilabel:`Send to HMRC`.
    the value line to `demo`. You can get such credentials from the `HMRC Developer Hub
    <https://developer.service.hmrc.gov.uk/api-test-user>`_.
 
+.. _localization/united-kingdom/periodic-hmrc-submission-multi:
+
 Periodic submission to HMRC for multi-company
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
@@ -116,15 +135,15 @@ each submission:
    :guilabel:`Manage Users`. Select the user who is connected to HMRC.
 #. Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication
    Credentials` or :guilabel:`Remove Authentication Credentials` button.
-#. You can now :ref:`register your company to HMRC <uk_localization/hmrc-registration>` and submit
-   the tax report for this company.
+#. :ref:`Register your company to HMRC <localization/united-kingdom/hmrc-registration>` and submit
+   the company's tax report.
 #. Repeat the steps for other companies' HMRC submissions.
 
 .. note::
    During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
    companies.
 
-.. _united-kingdom/BACS-files:
+.. _localization/united-kingdom/BACS-files:
 
 Bacs files
 ==========
@@ -132,8 +151,8 @@ Bacs files
 :abbr:`Bacs (Bankers' Automated Clearing Services)` files are electronic files used in the UK to
 process payments and transfers between bank accounts.
 
-To enable the use of Bacs files, make sure the :ref:`UK BACS Payment Files <united-kingdom/modules>`
-module is installed, then:
+To enable the use of Bacs files, make sure the
+:ref:`UK BACS Payment Files <localization/united-kingdom/modules>` module is installed, then:
 
 #. Configure your Bacs Service User Number:
 
@@ -154,6 +173,8 @@ module is installed, then:
    the :guilabel:`Accounting` tab, click :guilabel:`Add a line` and fill in the
    :guilabel:`Account Number` and :guilabel:`Bank` fields.
 
+.. _localization/united-kingdom/bill-payments:
+
 Bill payments
 -------------
 
@@ -179,6 +200,8 @@ Export File` if you need a new Bacs file for that batch payment.
 .. image:: united_kingdom/bacs-files.png
    :alt: Vendor Batch Payment view with generated BACS file.
 
+.. _localization/united-kingdom/invoice-payments:
+
 Invoice payments
 ----------------
 
@@ -216,7 +239,7 @@ Then, create a customer batch payment:
 Once validated, the Bacs file is available in the chatter. You can also :guilabel:`Re-generate
 Export File` if you need a new Bacs file for that batch payment.
 
-.. _united-kingdom/employment-hero:
+.. _localization/united-kingdom/employment-hero:
 
 Employment Hero payroll
 =======================
@@ -227,3 +250,153 @@ use our connector as an alternative payroll solution.
 .. important::
    To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **United
    Kingdom**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.co.uk/`.
+
+.. _localization/united-kingdom/cis-deduction:
+
+.. |HMRC| replace:: :abbr:`HMRC (HM Revenue and Customs)`
+.. |CIS| replace:: :abbr:`CIS (Construction Industry Scheme)`
+
+CIS deduction
+=============
+
+The Construction Industry Scheme deduction (CIS deduction) is a tax deduction system used in the UK
+designed specifically for the construction industry. It requires contractors to deduct a percentage
+of payments made to subcontractors and forward these deductions to HM Revenue and Customs (HMRC).
+These deductions apply only to the labor portion of the payments and serve as advance payments
+towards the subcontractor's tax and National Insurance contributions. Contractors are required to
+register for the scheme, but subcontractors are not. However, subcontractors who are not registered
+face higher payment deductions. Under the |CIS|, contractors must deduct 20% from payments to
+registered subcontractors, while the deduction increases to 30% for unregistered ones.
+
+.. seealso::
+
+   - `Construction Industry Scheme (CIS) <https://www.gov.uk/what-is-the-construction-industry-scheme>`_
+   - `Guidelines for CIS contractors
+     <https://www.gov.uk/what-you-must-do-as-a-cis-contractor>`_
+   - `Guidelines for CIS subcontractors
+     <https://www.gov.uk/what-you-must-do-as-a-cis-subcontractor>`_
+
+As a contractor, you are required to register with the |CIS| before hiring subcontractors and to
+check whether each subcontractor is registered with the |CIS|. You must also maintain records of all
+payments and deductions and submit monthly returns to HMRC, including the following details:
+
+- information about the subcontractors
+- records of payments made and any deductions applied
+- a declaration confirming that the employment status of all subcontractors has been reviewed
+- a declaration confirming that all subcontractors requiring verification have been verified
+
+.. note::
+   If no payments were made to subcontractors in the previous tax month, contractors must notify
+   |HMRC| by the 19th of the month to avoid a penalty.
+
+To submit Monthly Returns to |HMRC|, :ref:`install <general/install>` the
+:ref:`UK - Construction Industry Scheme <localization/united-kingdom/modules>` module.
+
+.. tip::
+   To enable the :guilabel:`Test` mode and use test credentials, open the Settings app, activate the
+   :ref:`developer mode <developer-mode>` and go to :menuselection:`Settings --> Technical -->
+   System Parameters`. Search for `l10n_uk_hmrc.api_mode`, select it, and change the
+   :guilabel:`Value` from `production` to `test`.
+
+.. _localization/united-kingdom/cis-monthly-returns:
+
+Monthly returns
+---------------
+
+Monthly returns only work for vendor bills and vendor refunds. To submit a complete return to
+|HMRC|, several steps must be followed to report all payments made to subcontractors under the
+scheme during the previous tax month:
+
+- :ref:`localization/united-kingdom/cis-contractor-setup`
+- :ref:`localization/united-kingdom/cis-subcontractor-setup`
+- :ref:`localization/united-kingdom/cis-vendorbills`
+- :ref:`localization/united-kingdom/cis-monthly-return-sending`
+
+.. _localization/united-kingdom/cis-contractor-setup:
+
+Contractor (company) setup
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To configure your company's |HMRC| information, go to the Settings app and, in the
+:guilabel:`Companies` section, click :guilabel:`Update Info`. Open the :guilabel:`HMRC` tab and
+configure the information in the :guilabel:`HMRC Credentials` and the :guilabel:`Contractor details`
+sections. All fields are mandatory.
+
+.. _localization/united-kingdom/cis-subcontractor-setup:
+
+Subcontractor setup
+~~~~~~~~~~~~~~~~~~~
+
+Access the subcontractor's contact form and select the :guilabel:`Accounting` tab. In the
+:guilabel:`HMRC Details` section, enable the :guilabel:`Construction Industry Scheme` option; the
+|CIS|-related fields are displayed.
+
+By default, the :guilabel:`Deduction rate` is set to 30%. To modify it, first enter the
+:guilabel:`Verification Number` provided by |HMRC| when verifying the subcontractor's status, then
+update the :guilabel:`Deduction Rate` accordingly.
+
+.. note::
+   The :guilabel:`Forename` and :guilabel:`Surname` fields are mandatory if the contact type is set
+   to :guilabel:`Individual`.
+
+.. _localization/united-kingdom/cis-vendorbills:
+
+Vendor bills
+~~~~~~~~~~~~
+
+The appropriate |CIS| tax must be applied to **labor items** on vendor bills based on the
+subcontractor's :guilabel:`Deduction Rate`: :guilabel:`0% CIS`, :guilabel:`20% CIS` or
+:guilabel:`30% CIS`. To apply the rate, go to the :guilabel:`Invoice Lines` section of the vendor
+bill and select the appropriate |CIS| tax rate in the :guilabel:`Taxes` column of the **labor**
+items.
+
+.. note::
+   - The |CIS| tax rate is not necessary for material items on vendor bills.
+   - A yellow banner appears at the top of the page if:
+
+     - The :guilabel:`Construction Industry Scheme` option hasn't been enabled in the
+       :ref:`subcontractor <localization/united-kingdom/cis-subcontractor-setup>`'s
+       :guilabel:`Contact` form when creating a vendor bill.
+     - The |CIS| tax used in the vendor bill does not match the expected |CIS| deduction rate for a
+       :ref:`subcontractor <localization/united-kingdom/cis-subcontractor-setup>`.
+
+.. _localization/united-kingdom/cis-monthly-return-sending:
+
+Monthly returns sending
+~~~~~~~~~~~~~~~~~~~~~~~
+
+On the 6th of each month, Odoo sends a reminder email to submit a monthly return to |HMRC|. The
+recipient email address is the one entered in the company :guilabel:`Email` field. To send monthly
+returns to |HMRC|, go to :menuselection:`Accounting --> Reporting --> Tax Return` and follow these
+steps:
+
+#. Click :icon:`fa-book` :guilabel:`Report:` and select :guilabel:`CIS Deduction (GB)`.
+#. In the :icon:`fa-calendar` :guilabel:`(calendar)` date selector, the :guilabel:`Tax Period` is
+   automatically adjusted to match the |CIS| deduction period.
+#. Click on :guilabel:`Send to HMRC` in the top-left corner.
+#. In the :guilabel:`CIS monthly return` window, select the required options in the
+   :guilabel:`Declaration` section:
+
+   - :guilabel:`Employment Status`: To declare that the employment status of all subcontractors has
+     been reviewed.
+   - :guilabel:`Subcontractor Verification`: To declare that all submitted subcontractors requiring
+     verification have been verified.
+   - :guilabel:`Inactivity Indicator`: To declare temporary inactivity.
+
+#. In the :guilabel:`Information correct declaration` section, confirm the information is true and
+   complete by checking the box. Then, enter the :guilabel:`Password` used in the
+   :guilabel:`HMRC Credentials` section during
+   :ref:`contractor setup <localization/united-kingdom/cis-contractor-setup>`.
+#. Click :guilabel:`Send` to prompt Odoo to request |HMRC| to initiate the transaction.
+
+When |HMRC| replies to a transaction, Odoo automatically notifies the user who submitted it by
+email. The email informs them that the response is available in the company's chatter with an
+attached XML document for download. Both the electronic and paper versions of the |HMRC| receipt
+should be retained. If an error is detected, a new submission is required to comply with |HMRC|
+requirements.
+
+.. note::
+   - Transactions are updated daily. To manually update the |HMRC| request, click the :icon:`fa-cog`
+     :guilabel:`(gear)` icon and select :guilabel:`Refresh HMRC request`.
+   - |CIS| invoices are included in the :guilabel:`CIS Deduction (GB)` report but are not sent to
+     |HMRC|.

content/applications/finance/fiscal_localizations/united_states.rst

@@ -717,7 +717,7 @@ Create batch payment
 Now, record each payment in Odoo using the |NACHA| payment method.
 
 .. seealso::
-   :ref:`Register Payments in Odoo <payments/register>`
+   :ref:`Register Payments in Odoo <accounting/payments/from-invoice-bill>`
 
 .. important::
    Be aware of the cut-off time for same-day payments. Either the file needs to have a future date

content/applications/finance/payment_providers.rst

@@ -17,11 +17,10 @@ Online payments
    payment_providers/flutterwave
    payment_providers/mercado_pago
    payment_providers/mollie
-   payment_providers/ogone
    payment_providers/paypal
    payment_providers/razorpay
-   payment_providers/sips
    payment_providers/stripe
+   payment_providers/worldline
    payment_providers/xendit
 
 Odoo embeds several **payment providers** that allow your customers to pay online, on their
@@ -126,18 +125,18 @@ Online payment providers
      - Full only
      - Full and partial
      -
-   * - :doc:`SIPS <payment_providers/sips>`
-     - The provider's website
-     -
-     -
-     -
-     -
    * - :doc:`Stripe <payment_providers/stripe>`
      - Odoo
      - |V|
      - Full only
      - Full and partial
      - |V|
+   * - :doc:`Worldline <payment_providers/worldline>`
+     - The provider's website
+     - |V|
+     -
+     -
+     -
    * - :doc:`Xendit <payment_providers/xendit>`
      - The provider's website
      -
@@ -457,11 +456,10 @@ other payments.
    - :doc:`payment_providers/demo`
    - :doc:`payment_providers/mercado_pago`
    - :doc:`payment_providers/mollie`
-   - :doc:`payment_providers/ogone`
    - :doc:`payment_providers/paypal`
    - :doc:`payment_providers/razorpay`
-   - :doc:`payment_providers/sips`
    - :doc:`payment_providers/stripe`
+   - :doc:`payment_providers/worldline`
    - :doc:`payment_providers/xendit`
    - :doc:`../websites/ecommerce/checkout_payment_shipping/payments`
    - :doc:`accounting/bank`

content/applications/finance/payment_providers/ogone.rst

@@ -1,107 +0,0 @@
-=====
-Ogone
-=====
-
-`Ogone <https://www.ingenico.com/>`_, also known as **Ingenico Payment Services** is a France-based
-company that provides the technology involved in secure electronic transactions.
-
-.. seealso::
-   - :ref:`payment_providers/add_new`
-   - `Ogone's documentation <https://epayments-support.ingenico.com/get-started/>`_.
-
-.. warning::
-   The provider Ogone is deprecated. It is recommended to use :doc:`stripe` instead.
-
-Settings in Ogone
-=================
-
-Create an API user
-------------------
-
-Log into your Ogone account and head to the :guilabel:`Configuration` tab.
-
-You need to create an **API user** to be used in the creation of transactions from Odoo. While you
-can use your main account to do so, using an **API user** ensures that if the credentials used in
-Odoo are leaked, no access to your Ogone configuration is possible. Additionally, passwords for
-**API users** do not need to be updated regularly, unlike normal users.
-
-To create an **API user**, go to :menuselection:`Configuration --> Users` and click on
-:guilabel:`New User`. The following fields must be configured:
-
-.. _ogone/ogone:
-
-- :guilabel:`UserID`: you can choose anything you want.
-- :guilabel:`User's Name, E-mail and Timezone`: you can enter the information you want.
-- :guilabel:`Profile`: should be set to :guilabel:`Admin`.
-- :guilabel:`Special user for API`: should be checked.
-
-After the creation of the user, you are required to generate a password. Save the password and
-**UserID**, as they will be required later on during the setup.
-
-.. tip::
-   If you already have an user set up, make sure it is activated without any error. If not, simply
-   click the :guilabel:`Activate(Errors)` button to reset the user.
-
-Set up Ogone for Odoo
----------------------
-
-Ogone must now be configured to accept payments from Odoo. Head to :menuselection:`Configuration -->
-Technical Information --> Global Security Parameters`, select :guilabel:`SHA-512` as
-:guilabel:`Hash Algorithm` and :guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the
-:guilabel:`Data and Origin verification` tab of the same page and leave the URL field of the
-:guilabel:`e-Commerce and Alias Gateway` section blank.
-
-.. tip::
-   If you need to use another algorithm, such as `sha-1` or `sha-256`, within Odoo, activate the
-   :ref:`developer mode <developer-mode>` and go to the **Payment Providers** page in
-   :menuselection:`Accounting --> Configuration --> Payment Providers`. Click on :guilabel:`Ogone`,
-   and in the :guilabel:`Credentials` tab, select the algorithm you wish to use in the
-   :guilabel:`Hash function` field.
-
-You are now required to generate **SHA-IN** passphrases. **SHA-IN** and **SHA-OUT** passphrases are
-used to digitally sign the transaction requests and responses between Odoo and Ogone. By using these
-secret passphrases and the `sha-1` algorithm, both systems can ensure that the information they
-receive from the other was not altered or tampered with.
-
-Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for e-Commerce & Alias Gateway` and
-:guilabel:`Checks for DirectLink and Batch (Automatic)`. You can leave the IP address field blank.
-
-Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between 16 and 32 characters
-long. Make sure to use the same **SHA-IN** and **SHA-OUT** passphrases throughout the entire Ogone
-configuration, as Odoo only allows a single **SHA-IN** and single **SHA-OUT** passphrase.
-
-In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to
-:menuselection:`Configuration --> Technical Information --> Transaction feedback --> All
-transaction submission modes`, and get or generate your **API Key** and **Client Key**. Be careful
-to copy your API key as you’ll not be allowed to get it later without generating a new one.
-
-When done, head to :menuselection:`Configuration --> Technical Information --> Transaction Feedback`
-and check the following options:
-
-- The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` can be left empty, as
-  Odoo will specify these URLs for every transaction request.
-- :guilabel:`I would like to receive transaction feedback parameters on the redirection URLs`:
-  should be checked.
-- :guilabel:`Direct HTTP server-to-server request`: should to be set to `Online but switch to a
-  deferred request when the online request fails`.
-- Both **URL** fields should contain the same following URL, with `<example>` replaced by your
-  database: `https://<example>/payment/ogone/return`.
-
-- :guilabel:`Dynamic eCommerce Parameters` should contain the following values: `ALIAS`, `AMOUNT`,
-  `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` `ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other
-  parameters can be included (if you have another integration with Ogone that requires them), but
-  are not advised.
-- In the :guilabel:`All transaction submission modes` section, fill out **SHA-OUT** passphrase and
-  disable `HTTP request for status change`.
-
-To allow your customers to save their credit card credentials for future use, head to
-:menuselection:`Configuration --> Alias --> My alias information`. From this tab, you can configure
-how the user can have its card details saved, for how long the information is saved, if a checkbox
-to save the card information should be displayed, etc.
-
-Settings in Odoo
-================
-
-To set up Ogone in Odoo, head to :menuselection:`Accounting --> Configuration --> Payment Providers`
-and open the Ogone provider. In the :guilabel:`Credentials` tab, enter the **PSPID** of your Ogone
-account, and fill out the other fields as configured in your :ref:`Ogone portal <ogone/ogone>`.

content/applications/finance/payment_providers/paypal.rst

@@ -2,7 +2,7 @@
 PayPal
 ======
 
-`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide, and
+`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide and
 one of the few that does not charge a subscription fee.
 
 .. note::
@@ -10,112 +10,71 @@ one of the few that does not charge a subscription fee.
    <https://www.paypal.com/webapps/mpp/country-worldwide>`_, only `a selection of currencies are
    supported <https://developer.paypal.com/docs/reports/reference/paypal-supported-currencies>`_.
 
-Settings in PayPal
-==================
+.. _payment_providers/paypal/configuration-paypal:
 
-To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and
-open the :guilabel:`Website payments` menu.
+Configuration in PayPal
+=======================
 
-.. image:: paypal/paypal-account.png
-   :align: center
-   :alt: PayPal account menu
+#. `Log into your PayPal Developer Dashboard <https://developer.paypal.com/dashboard/>`_.
+#. Click :guilabel:`Apps & Credentials` and click :guilabel:`Create App`.
+#. Enter an :guilabel:`App Name` and click :guilabel:`Create App`.
+#. Copy the :guilabel:`Client ID` and :guilabel:`Secret` and save them for
+   :ref:`later <payment_providers/paypal/configuration-odoo>`.
 
 .. important::
-   Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return <paypal/auto-return>` and
-   :ref:`PDT <paypal/pdt>` **must** be enabled.
+   If you use customer names or addresses that include accented or non-Latin characters, you
+   **must** configure the encoding format of the payment request sent by Odoo to PayPal to avoid
+   transaction failures without notice. To do so, access the `PayPal button language encoding
+   setting <https://www.paypal.com/cgi-bin/websrc?cmd=_profile-language-encoding>`_, click
+   :guilabel:`More Options`, and set the :guilabel:`Encoding` field to :guilabel:`UTF-8`.
 
-.. _paypal/auto-return:
-
-Auto Return
------------
-
-The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed.
-
-From :guilabel:`Website payments`, go to :menuselection:`Website preferences --> Update --> Auto
-return for website payments --> Auto return` and select :guilabel:`On`. Enter the address of your
-Odoo database (e.g., `https://yourcompany.odoo.com`) in the :guilabel:`Return URL` field, and
-:guilabel:`Save`.
-
-.. note::
-   Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL.
-
-.. _paypal/pdt:
-
-Payment Data Transfer (PDT)
----------------------------
-
-:abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations, displays the payment
-status to the customers, and verifies the authenticity of the payments. From :menuselection:`Website
-preferences --> Update`, scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`.
+   If you are trying PayPal as a test, access your :ref:`PayPal Sandbox account
+   <payment_providers/paypal/testing>` and `configure the encoding format for your sandbox account
+   <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_.
 
 .. tip::
-   PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return <paypal/auto-return>`
-   and :ref:`Payment Data Transfer (PDT) <paypal/pdt>` are enabled. If you need the **PDT Identity
-   Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again.
+   For encrypted website payments & EWP_SETTINGS errors, please check the `PayPal documentation
+   <https://developer.paypal.com/docs/online/>`_.
 
-PayPal Account Optional
------------------------
+.. _payment_providers/paypal/configuration-odoo:
 
-We advise not to prompt customers to log in with a PayPal account upon payment. It is better and
-more accessible for customers to pay with a debit/credit card. To disable that prompt, go to
-:menuselection:`Account Settings --> Website payments --> Update` and select :guilabel:`On` for
-:guilabel:`PayPal account optional`.
+Configuration in Odoo
+=====================
 
-Payment Messages Format
------------------------
+#. :ref:`Navigate to the payment provider PayPal <payment_providers/add_new>`.
+#. In the :guilabel:`Credentials` tab, enter the :guilabel:`Email` linked to your PayPal account,
+   then fill in the :guilabel:`Client ID` and :guilabel:`Client Secret` fields with the values you
+   saved at the step :ref:`payment_providers/paypal/configuration-paypal`.
+#. Click :guilabel:`Generate your webhook` to create the :guilabel:`Webhook ID`.
+#. Set the :guilabel:`State` field to :guilabel:`Enabled`, and make sure the PayPal payment provider
+   is :guilabel:`Published`.
+#. Configure the remaining options as desired.
 
-If you use accented characters (or anything other than primary Latin characters) for customer names
-or addresses, then you **must** configure the encoding format of the payment request sent by Odoo to
-PayPal. If you do not, some transactions fail without notice.
+.. _payment_providers/paypal/testing:
 
-To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
-?cmd=_profile-language-encoding>`_. Then, click :guilabel:`More Options` and set the two default
-encoding formats as :guilabel:`UTF-8`.
+Testing
+=======
 
-.. tip::
-   - For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
-     <https://developer.paypal.com/docs/online/>`_.
-   - Configure your :ref:`Paypal Sandbox account <paypal/testing>`, then follow this
-     `link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
-     to configure the encoding format in a test environment.
+PayPal provides two sandbox accounts that you can use to simulate live transactions:
 
-Settings in Odoo
-================
-
-.. seealso::
-   :ref:`payment_providers/add_new`
-
-Odoo needs your **API Credentials** to connect with your PayPal account. To do so, go to
-:menuselection:`Accounting --> Configuration --> Payment Providers` and :guilabel:`Activate` PayPal.
-Then, enter your PayPal account credentials in the :guilabel:`Credentials` tab:
-
-- :guilabel:`Email`: the login email address in Paypal;
-- :guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions.
-
-.. _paypal/testing:
-
-Test environment
-================
-
-Configuration
--------------
-
-Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo.
-
-Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal credentials,
-which creates two sandbox accounts:
-
--  A business account (to use as merchants, e.g.,
-   `pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_);
--  A default personal account (to use as shoppers, e.g.,
-   `pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
-
-Log into PayPal sandbox using the merchant account and follow the same configuration instructions.
-Enter your sandbox credentials in Odoo (:menuselection:`Accounting --> Configuration --> Payment
-Providers --> PayPal` in the :guilabel:`Credentials` tab, and make sure the status is set on
-:guilabel:`Test Mode`.
-
-Run a test transaction from Odoo using the sandbox personal account.
+-  A business account (to use as the merchant account, e.g., `ab-1abc12345678@business.example.com`);
+-  A default personal account (to use as the shopper account, e.g.,
+   `ba-9cba87654321@personal.example.com`).
+
+To test the PayPal payment workflow in Odoo:
+
+#. Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal
+   credentials and go to :menuselection:`Testing Tools --> Sandbox Accounts`.
+#. Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon next to the sandbox business account
+   and select :guilabel:`View/Edit account`.
+#. Copy the :guilabel:`Email`, :guilabel:`Client ID`, and :guilabel:`Secret` and save them for the
+   next step.
+#. In Odoo, :ref:`configure the PayPal payment provider <payment_providers/paypal/configuration-odoo>`
+   with the values saved at the previous step and set the :guilabel:`State` field to
+   :guilabel:`Test Mode`.
+
+You can then run a test transaction from Odoo using the sandbox personal account.
 
 .. seealso::
+   - :ref:`payment_providers/test-mode`
    - :doc:`../payment_providers`

content/applications/finance/payment_providers/sips.rst

@@ -1,32 +0,0 @@
-====
-SIPS
-====
-
-`SIPS <https://sips.worldline.com/>`_ is an online payments solution from the multinational
-Worldline.
-
-Configuration
-=============
-
-.. seealso::
-   - :ref:`payment_providers/add_new`
-
-Credentials tab
----------------
-
-Odoo needs your **API Credentials** to connect with your SIPS account, which comprise:
-
-- **Merchant ID**: The ID solely used to identify the merchant account with SIPS.
-- **Secret Key**: The key to sign the merchant account with SIPS.
-- **Secret Key Version**: The version of the key, pre-filled.
-- **Interface Version**: Pre-filled, don't change it.
-
-You can copy your credentials from your SIPS environment info documentation, in the section
-**PROD**, and paste them in the related fields under the **Credentials** tab.
-
-.. important::
-   If you are trying SIPS as a test, with the *TEST* credentials, change the **State** to *Test
-   Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
-
-.. seealso::
-   - :doc:`../payment_providers`

content/applications/finance/payment_providers/worldline.rst

@@ -0,0 +1,68 @@
+=========
+Worldline
+=========
+
+`Worldline <https://worldline.com/>`_ is a France-based company and the world's fourth largest
+payment provider.
+
+Settings in Worldline
+=====================
+
+.. _worldline/API-user:
+
+Create an API user
+------------------
+
+It is recommended to set up an **API user** to create transactions from Odoo to ensure that your
+Worldline configuration remains safe even if credentials are compromised. Additionally, API users do
+not require frequent password updates like regular accounts.
+
+To create an **API user**, proceed as follows:
+
+#. Log into your `Worldline Merchant Portal <https://merchant-portal.preprod.worldline-solutions.com/dashboard>`_,
+   click the :icon:`fa-th` (:guilabel:`menu`) icon, and select :guilabel:`Back Office`.
+#. Go to :menuselection:`Configuration --> Users` and click on :guilabel:`New User`.
+#. Configure the following fields:
+
+   #. Specify a :guilabel:`UserID`, :guilabel:`User's name`, :guilabel:`E-mail address`, and
+      :guilabel:`Timezone` of your choice.
+   #. Set the :guilabel:`Profile` field to :guilabel:`Admin`.
+   #. Enable :guilabel:`Special user for API`.
+
+.. tip::
+   If you have already set up a user, make sure it is activated without any error.
+
+.. _worldline/set-up:
+
+Set up Worldline for Odoo
+-------------------------
+
+Worldline must now be configured to accept payments from Odoo.
+
+#. From your merchant portal, go to :menuselection:`Developer --> Payment API` and click on
+   :guilabel:`Generate API key`. Copy the :guilabel:`API key ID` and the :guilabel:`Secret API key`
+   and save them for :ref:`later <wordline/odoo-configuration>`.
+#. Go to :menuselection:`Developer --> Webhooks` and click on :guilabel:`Generate webhook keys`.
+   Copy the :guilabel:`Webhook ID` and the associated :guilabel:`Secret webhook key` and
+   save them for :ref:`later <wordline/odoo-configuration>`.
+#. | Click :guilabel:`Add webhook endpoint`, enter your Odoo database's URL followed by
+     `/payment/worldline/webhook` in the :guilabel:`Endpoint url` field, and :guilabel:`Confirm`.
+   | For example: `https://example.odoo.com/payment/worldline/webhook`.
+
+.. _wordline/odoo-configuration:
+
+Settings in Odoo
+================
+
+To set up Worldline in Odoo:
+
+#. :ref:`Navigate to the payment provider Worldline <payment_providers/add_new>` and change its
+   state to :guilabel:`Enabled`.
+#. In the :guilabel:`Credentials` tab, enter the :guilabel:`PSPID` of your Worldline account and
+   fill in the :guilabel:`API Key`, :guilabel:`API Secret`, :guilabel:`Webhook Key`, and
+   :guilabel:`Webhook Secret` with the values you saved at the step :ref:`Set up Worldline for
+   Odoo <worldline/set-up>`.
+#. Configure the rest of the options to your liking.
+
+.. seealso::
+   :doc:`../payment_providers`

content/applications/general/email_communication/email_domain.rst

@@ -141,7 +141,7 @@ SPF, DKIM and DMARC documentation of common providers
 - `GoDaddy CNAME record <https://www.godaddy.com/help/add-a-cname-record-19236>`_
 - `NameCheap <https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-do-i-add-txtspfdkimdmarc-records-for-my-domain/>`_
 - `CloudFlare DNS <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
-- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
+- `Squarespace DNS records <https://support.squarespace.com/hc/en-us/articles/360002101888-Adding-custom-DNS-records-to-your-Squarespace-managed-domain>`_
 - `Azure DNS <https://docs.microsoft.com/en-us/azure/dns/dns-getstarted-portal>`_
 
 To fully test the configuration, use the `Mail-Tester <https://www.mail-tester.com/>`_ tool, which

content/applications/general/email_communication/email_servers_inbound.rst

@@ -317,3 +317,43 @@ To change the default behavior, enable :ref:`developer-mode`, then go to :menuse
 .. important::
    These parameters are only used to prevent the creation of new records. They **do not prevent
    replies** from being added to the chatter.
+
+Allow alias domain system parameter
+===================================
+
+Incoming aliases are set in the Odoo database to create records by receiving incoming emails. To
+view aliases set in the Odoo database, first activate the :ref:`developer mode <developer-mode>`.
+Then, go to :menuselection:`Settings app --> Technical --> Aliases`.
+
+The following system parameter, `mail.catchall.domain.allowed`, set with allowed alias domain
+values, separated by commas, filters out correctly addressed emails to aliases. Setting the domains
+for which the alias can create a ticket, lead, opportunity, etc., eliminates false positives where
+email addresses with only the prefix alias, not the domain, are present.
+
+In some instances, matches have been made in the Odoo database when an email is received with the
+same alias prefix and a different domain on the incoming email address. This is true in the sender,
+recipient, and :abbr:`CC (Carbon Copy)` email addresses of an incoming email.
+
+.. example::
+   When Odoo receives emails with the `commercial` prefix alias in the sender, recipient, or
+   :abbr:`CC (Carbon Copy)` email addresses (e.g. commercial\@example.com), the database falsely
+   treats the email as the full `commercial` alias, with a different domain, and therefore, creates
+   a ticket/lead/opportunity/etc.
+
+To add the `mail.catchall.domain.allowed` system parameter, first, activate the :ref:`developer mode
+<developer-mode>`. Then, go to :menuselection:`Settings app --> Technical --> System Parameters`.
+Click :guilabel:`New`. Then, type in `mail.catchall.domain.allowed` for the :guilabel:`Key` field.
+
+Next, for the :guilabel:`Value` field, add the domains separated by commas. Manually
+:icon:`fa-cloud-upload` :guilabel:`(Save)`, and the system parameter takes immediate effect.
+
+.. image:: email_servers_inbound/allowed-domain.png
+   :alt: mail.catchall.domain.allowed system parameter set.
+
+Local-part based incoming detection
+===================================
+
+When creating a new alias, there is an option to enable :guilabel:`Local-part based incoming
+detection`. If enabled, Odoo only requires the local-part to match for routing an incoming email. If
+this feature is turned off, Odoo requires the whole email address to match for routing an incoming
+email.

content/applications/general/iot/config/troubleshooting.rst

@@ -97,8 +97,8 @@ printer.
    :alt: Edit the printer connected to the IoT box.
 
 .. note::
-   Epson and Star receipt printers and Zebra label printers do not need a driver to work. Make sure
-   that no driver is selected for those printers.
+   Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no
+   driver is selected for those printers.
 
 The printer is detected but is not recognized correctly
 -------------------------------------------------------

content/applications/hr/appraisals.rst

@@ -174,6 +174,7 @@ document.
    - :doc:`appraisals/new_appraisals`
    - :doc:`appraisals/goals`
    - :doc:`appraisals/appraisal_analysis`
+   - :doc:`appraisals/skills_evolution`
 
 .. toctree::
    :titlesonly:
@@ -181,3 +182,4 @@ document.
    appraisals/new_appraisals
    appraisals/goals
    appraisals/appraisal_analysis
+   appraisals/skills_evolution

content/applications/hr/appraisals/new_appraisals.rst

@@ -24,13 +24,12 @@ Each appraisal card displays the following information:
 
 - **Name**: the employee's name.
 - **Department**: the department the employee is associated with.
-- **Company**: the company the employee works for. This only appears in a multi-company
-  database.
+- **Company**: the company the employee works for. This only appears in a multi-company database.
 - **Date**: the date the appraisal was requested, or is scheduled for in the future.
 - **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
   appraisal, such as *Meetings* or *Phone Calls*.
-- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right
-  corner of an appraisal card.
+- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of
+  an appraisal card.
 - **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
   either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
   or has not been scheduled yet.
@@ -274,8 +273,9 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa
    button.
 
    Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
-   all modifications are complete, click the the :guilabel:`Mark as Done` button again.
+   all modifications are complete, click the :guilabel:`Mark as Done` button again.
 
 .. seealso::
    - :doc:`../appraisals/goals`
    - :doc:`../appraisals/appraisal_analysis`
+   - :doc:`../appraisals/skills_evolution`

content/applications/hr/appraisals/skills_evolution.rst

@@ -0,0 +1,164 @@
+================
+Skills evolution
+================
+
+In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in
+the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
+*Appraisal Skills Report*.
+
+Managers can use this to see who is achieving their various skill goals set on their appraisals, who
+is meeting their skill deadlines, who has the highest performance in terms of skill development, and
+more.
+
+The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific
+skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
+specific skills are required.
+
+.. _appraisals/identify-skills-evolution:
+
+Skills evolution report
+=======================
+
+To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
+--> Skills Evolution`.
+
+Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
+skills, grouped by employee, in alphabetical order, by default.
+
+.. note::
+   Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
+   from ongoing appraisals that have **not** been finalized are **not** included in this report.
+
+All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
+individual skill type is collapsed, by default. To view the individual skills contained within a
+skill type, click anywhere on the skill type line to expand the data.
+
+Each skill has the following information listed:
+
+- :guilabel:`Employee`: the name of the employee.
+- :guilabel:`Skill Type`: the category the skill falls under.
+- :guilabel:`Skill`: the specific, individual skill.
+- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
+- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
+  (based on the :guilabel:`Skill Level`).
+- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
+- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
+- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
+
+The color of the skill text indicates any changes from the previous appraisal. Skill levels that
+have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have
+**not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as
+*Regression*.
+
+This report can be modified to find specific information by adjusting the :ref:`filters
+<search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
+
+.. image:: skills_evolution/skills-report.png
+   :align: center
+   :alt: A report showing all the skills grouped by employee.
+
+.. _appraisals/identify-skills:
+
+Use case: Identify employees with specific skills
+=================================================
+
+Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
+to find employees with a specific skill at a specific level. To find these employees, a custom
+filter must be used.
+
+In this example, the report is modified to show employees with an expert level of Javascript
+knowledge. To view only those employees, first remove all active filters in the search bar.
+
+Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
+:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
+:guilabel:`Add Custom Filter` pop-up window.
+
+Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
+as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
+
+Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
+:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
+select :guilabel:`Expert` for the third drop-down field.
+
+After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence
+:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
+the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
+:guilabel:`all`.
+
+Finally, click the :guilabel:`Add` button.
+
+.. image:: skills_evolution/javascript.png
+   :align: center
+   :alt: The Custom Filter pop-up with the parameters set.
+
+Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
+appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
+
+.. image:: skills_evolution/results.png
+   :align: center
+   :alt: The employees with expert Javascript skills.
+
+Use case: Assess highest improvement
+====================================
+
+Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has
+the highest amount of improved skills over a specific period of time.
+
+To view this information, first remove the default filter in the search bar. Next, click the
+:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
+:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
+filter only presents skills that have improved.
+
+It is possible to view the skills that have improved over a period of time, such as a specific
+quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom
+Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add
+Custom Filter` pop-up window appears.
+
+Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for
+the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after
+the last field. Using the calendar selector, select the date range to apply the filter to. Once all
+the fields are properly formatted, click :guilabel:`Add`.
+
+The custom filter presents only the skills that have improved during the specified time period,
+organized by employee.
+
+.. example::
+   To determine the employee with the most amount of improved skills for the third quarter, remove
+   the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
+   the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
+   :icon:`fa-filter` :guilabel:`Filters` column.
+
+   In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for
+   the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
+   date fields appear after :guilabel:`is between` is selected.
+
+   Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
+   :guilabel:`09/30/2024`, then click :guilabel:`Add`.
+
+   These filters present only the skills that have improved during the third quarter (between July
+   1st and September 30th, 2024), organized by employee.
+
+   .. image:: skills_evolution/custom-filter.png
+      :alt: The Custom Filter pop-up with the parameters set.
+
+To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot`
+:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
+pivot table with the employees populating the rows, and the only visible column represents the total
+number of improved skills.
+
+To expand more rows or columns to view which skill types had the most overall improvement, click
+:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
+:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
+by their respective skill type.
+
+.. example::
+   In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
+   in the third quarter, with six improved skills. Additionally, they also had the most skill
+   improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).
+
+  .. image:: skills_evolution/largest-improvement.png
+     :alt: The pivot table showing the skill improvements for the third quarter.
+
+.. seealso::
+   - :doc:`Odoo essentials reporting <../../essentials/reporting>`
+   - :doc:`../../essentials/search`