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taskid-3866429 17 and +: change screenshot to new design closes odoo/documentation#10334 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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ReStructuredText
199 lines
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ReStructuredText
:show-content:
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===========
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Get started
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===========
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When you first open your Odoo Accounting app, the :guilabel:`Accounting Dashboard` welcomes you with
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a step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is
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displayed until you choose to close it.
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The settings visible in the onboarding banner can still be modified later by going to
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:menuselection:`Accounting --> Configuration --> Settings`.
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.. note::
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Odoo Accounting automatically installs the appropriate **Fiscal Localization Package** for your
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company, according to the country selected at the creation of the database. This way, the right
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accounts, reports, and taxes are ready-to-go. :ref:`Click here <fiscal_localizations/packages>`
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for more information about Fiscal Localization Packages.
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Accounting onboarding banner
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============================
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The step-by-step Accounting onboarding banner is composed of four steps:
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.. image:: get_started/setup-accounting-onboarding.png
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:alt: Step-by-step onboarding banner in Odoo Accounting
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#. :ref:`accounting-setup-periods`
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#. :ref:`accounting-setup-bank`
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#. :ref:`accounting-setup-taxes`
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#. :ref:`accounting-setup-chart`
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.. _accounting-setup-periods:
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Accounting Periods
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------------------
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Define the **Fiscal Years**’ opening and closing dates, which are used to generate reports
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automatically, and set your **Tax Return Periodicity**, along with a reminder to never miss a tax
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return deadline.
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By default, the opening date is set on the 1st of January and the closing date on the 31st of
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December, as this is the most common use.
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.. note::
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You can also change these settings by going to :menuselection:`Accounting --> Configuration -->
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Settings --> Fiscal Periods` and updating the values.
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.. _accounting-setup-bank:
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Bank Account
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------------
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Connect your bank account to your database and have your bank statements synced automatically. To do
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so, find your bank in the list, click :guilabel:`Connect`, and follow the instructions on-screen.
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.. note::
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:doc:`Click here <bank/bank_synchronization>` for more information about this feature.
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If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
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your database, you can also configure your bank account manually by typing its name, clicking
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:guilabel:`Create your Bank Account`, and filling out the form.
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- :guilabel:`Name`: the bank account's name, as displayed in Odoo.
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- :guilabel:`Account Number`: your bank account number (IBAN in Europe).
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- :guilabel:`Bank`: click :guilabel:`Create and edit` to configure the bank's details. Add the
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bank institution's :guilabel:`Name` and its :guilabel:`Identifier Code` (BIC or SWIFT).
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- :guilabel:`Code`: this code is your Journal's :guilabel:`Short Code`, as displayed in Odoo.
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By default, Odoo creates a new Journal with this short code.
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- :guilabel:`Journal`: This field is displayed if you have an existing bank journal that is not
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linked yet to a bank account. If so, then select the :guilabel:`Journal` you want to use to record
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the financial transactions linked to this bank account or create a new one by clicking
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:guilabel:`Create and Edit`.
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.. note::
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- You can add as many bank accounts as needed with this tool by going to
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:menuselection:`Accounting --> Configuration --> Add a Bank Account`.
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- :doc:`Click here <bank>` for more information about Bank Accounts.
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.. _accounting-setup-taxes:
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Taxes
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-----
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This menu allows you to create new taxes, (de)activate, or modify existing taxes. Depending on the
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:doc:`localization package <../fiscal_localizations>` installed on your database, taxes required for
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your country are already configured.
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.. note::
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:doc:`Click here <taxes>` for more information about taxes.
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.. _accounting-setup-chart:
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Chart of Accounts
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-----------------
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With this menu, you can add accounts to your **Chart of Accounts** and indicate their initial
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opening balances.
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Basic settings are displayed on this page to help you review your Chart of Accounts. To access all
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the settings of an account, click on the :guilabel:`Setup` button at the end of the line.
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.. image:: get_started/setup_chart_of_accounts.png
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:alt: Setup of the Chart of Accounts and their opening balances in Odoo Accounting
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.. note::
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:doc:`Click here <get_started/chart_of_accounts>` for more information on how to configure your
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Chart of Accounts.
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Invoicing onboarding banner
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===========================
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There is another step-by-step onboarding banner that helps you take advantage of your Odoo Invoicing
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and Accounting apps. The Invoicing onboarding banner is the one that welcomes you if you use the
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Invoicing app rather than the Accounting app.
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If you have Odoo Accounting installed on your database, you can reach it by going to
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:menuselection:`Accounting --> Customers --> Invoices`.
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The Invoicing onboarding banner is composed of four main steps:
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.. image:: get_started/setup-invoicing-onboarding.png
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:alt: Step-by-step onboarding banner in Odoo Invoicing
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#. :ref:`invoicing-setup-company`
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#. :ref:`invoicing-setup-bank`
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#. :ref:`invoicing-setup-layout`
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#. :ref:`invoicing-setup-invoice`
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.. _invoicing-setup-company:
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Company Data
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------------
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This form allows you to add your company’s details, such as the name, address, logo, website, phone
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number, email address, and Tax ID or VAT number. These details are then displayed on your
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documents, such as invoices.
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.. image:: get_started/setup_company.png
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:alt: Add your company's details in Odoo Accounting and Odoo Invoicing
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.. note::
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You can also change the company's details by going to :menuselection:`Settings --> General
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Settings`, scrolling down to the :guilabel:`Companies` section, and :guilabel:`Update Info`.
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.. _invoicing-setup-bank:
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Bank Account
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------------
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Use this button to create and link a bank account in Odoo. To add additional bank accounts, go to
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:guilabel:`Invoicing --> Configuration --> Add a Bank Account` and :ref:`configure the fields
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<bank_accounts/create>`.
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.. tip::
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:doc:`Synchronize <bank/bank_synchronization>` your bank account(s) with your Odoo database to
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automatically update your bank transactions.
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.. _invoicing-setup-layout:
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Invoice Layout
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--------------
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Use this button to customize the :ref:`default invoice layout <studio/pdf-reports/default-layout>`.
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.. note::
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You can also change the invoice layout by going to :menuselection:`Settings --> General
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Settings`, scrolling down to the :guilabel:`Companies` section, and clicking :guilabel:`Configure
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Document Layout`.
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.. _invoicing-setup-invoice:
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Invoice Creation
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----------------
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This button takes you to the invoice creation view, where you can create your first invoice.
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.. tip::
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Add your **bank account number** and a link to your **General Terms & Condition** in the footer.
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This way, your contacts can find the full content of your GT&C online without having to print
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them on the invoices you issue.
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.. seealso::
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* :doc:`bank`
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* :doc:`get_started/chart_of_accounts`
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* :doc:`bank/bank_synchronization`
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* :doc:`../fiscal_localizations`
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* `Odoo Tutorials: Accounting and Invoicing - Getting started [video]
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<https://www.odoo.com/slides/slide/getting-started-1692>`_
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.. toctree::
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:titlesonly:
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get_started/cheat_sheet
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get_started/chart_of_accounts
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get_started/multi_currency
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get_started/avg_price_valuation
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get_started/vat_units
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