f02f5ade87
task-3608613
closes odoo/documentation#6613
X-original-commit: c0653112a1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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201 lines
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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 *Accounting Overview* page welcomes you with a
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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-company`
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#. :ref:`accounting-setup-bank`
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#. :ref:`accounting-setup-periods`
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#. :ref:`accounting-setup-chart`
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.. _accounting-setup-company:
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Company Data
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------------
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This menu 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 documents,
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such as on 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 these settings by going to :menuselection:`Settings --> General Settings -->
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Settings --> Companies` and clicking on **Update Info**.
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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 on *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 may also configure your bank account manually by clicking on *Create it*, and
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filling out the form.
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- **Name**: the bank account's name, as displayed on Odoo.
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- **Account Number**: your bank account number (IBAN in Europe).
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- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
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name and its Identifier Code (BIC or SWIFT).
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- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
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a new Journal with this Short Code.
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- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
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to a bank account. If so, then select the *Journal* you want to use to record the financial
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transactions linked to this bank account or create a new one by clicking on *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 :menuselection:`Accounting
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--> Configuration`, and clicking on *Add a Bank Account*.
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- :doc:`Click here <bank>` for more information about Bank
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Accounts.
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.. _accounting-setup-periods:
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Accounting Periods
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------------------
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Define here your **Fiscal Years**’ opening and closing dates, which are used to generate reports
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automatically, and your **Tax Return Periodicity**, along with a reminder to never miss a tax return
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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-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 *double arrow 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 Chart of
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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-layout`
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#. :ref:`invoicing-setup-payment`
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#. :ref:`invoicing-setup-sample`
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.. _invoicing-setup-company:
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Company Data
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------------
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This form is the same as :ref:`the one presented in the Accounting onboarding banner
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<accounting-setup-company>`.
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.. _invoicing-setup-layout:
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Invoice Layout
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--------------
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With this tool, you can design the appearance of your documents by selecting which layout template,
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paper format, colors, font, and logo you want to use.
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You can also add your *Company Tagline* and the content of the documents’ *footer*. Note that Odoo
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automatically adds the company's phone number, email, website URL, and Tax ID (or VAT number) to the
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footer, according to the values you previously configured in the :ref:`Company Data
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<accounting-setup-company>`.
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.. image:: get_started/setup_document_layout.png
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:alt: Document layout configuration in Odoo Invoicing
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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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.. note::
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These settings can also be modified by going to :menuselection:`Settings --> General Settings`,
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under the *Business Documents* section.
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.. _invoicing-setup-payment:
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Payment Method
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--------------
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This menu helps you configure the payment methods with which your customers can pay you.
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.. important::
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Configuring a *Payment Provider* with this tool also activates the *Invoice Online Payment*
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option automatically. With this, users can directly pay online, from their Customer Portal.
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.. _invoicing-setup-sample:
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Sample Invoice
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--------------
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Send yourself a sample invoice by email to make sure everything is correctly configured.
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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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