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[IMP] Lunch: Update manage user accounts
#updated per FEKU closes odoo/documentation#16076 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -3,17 +3,14 @@ Manage user accounts
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====================
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In Odoo's **Lunch** application, users pay for products directly from their **Lunch** app account.
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For funds to appear in their account, a **Lunch** app manager **must** transfer funds into each
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user's account.
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For funds to appear in their account, a **Lunch** app manager must transfer funds into each user's
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account.
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.. important::
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To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights
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set for the **Lunch** application. This is verified by navigating to :menuselection:`Settings app
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-->` :icon:`oi-arrow-right` :guilabel:`Manage Users`. Then, click on a user to view their various
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settings and access rights.
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For more information, refer to the :doc:`Access rights <../../general/users/access_rights/>`
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documentation.
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To add funds and manage user accounts, the user must have *Administrator* :doc:`access rights
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<../../general/users/access_rights/>` for the **Lunch** application. Access rights can be managed
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by navigating to the :menuselection:`Settings app` app and clicking :icon:`oi-arrow-right`
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:guilabel:`Manage Users`. Click on a user to view their individual access rights.
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The **Lunch** application does **not** directly interface in any way with software or products
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linked to any monetary accounts or billing. Money **cannot** be transferred from users' bank
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@@ -29,7 +26,7 @@ lunch accounts are replenished.
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- Cash is handed to the **Lunch** app manager, who then updates the user's account.
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- Money is automatically deducted from the user's paychecks, then the **Lunch** app manager
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updates the account when paychecks are issued. This requires :ref:`adding a salary attachment
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<payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app.
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<payroll/worked-days-inputs>` for the user's payslip in the **Payroll** app.
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- Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
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can purchase tickets from a **Lunch** app manager, who then updates the user's account.
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@@ -58,43 +55,42 @@ the :guilabel:`Cash Moves` dashboard.
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A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form:
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- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If
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- :guilabel:`User`: Select the user depositing cash into their account from the drop-down menu. If
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the user is not in the database, they can be created by typing their name in the :guilabel:`User`
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field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create
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the user and edit the :guilabel:`Create User` form.
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- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred.
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- :guilabel:`Amount`: enter the amount being added to the lunch account.
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- :guilabel:`Description`: enter a brief description of the transaction.
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- :guilabel:`Date`: Select the date the transaction occurred using the calendar popover.
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- :guilabel:`Amount`: Enter the amount being added to the lunch account.
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- :guilabel:`Description`: Enter a brief description of the transaction.
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.. image:: user-accounts/cash-move-form.png
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:alt: The cash move form filled out for a transaction of $40.00.
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:alt: The cash move form filled out for a transaction of $25.00.
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Control Accounts
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================
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An overview of every transaction in the **Lunch** app, including all cash deposits and purchases,
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can be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to
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The main *Control Accounts* dashboard provides an overview of every transaction in the **Lunch**
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app, including all cash deposits and purchases. To access this dashboard, navigate to
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:menuselection:`Lunch app --> Manager --> Control Accounts.`
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All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
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name. At the end of the user's name, a number appears. This indicates the number of individual
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records logged for that user.
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Transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
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name. Their available balance is displayed in the :guilabel:`Amount` column. This takes into account
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all deposits and transactions to their lunch account.
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The default view is to have all individual transactions hidden. To view all transactions for a user,
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click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of the desired name to
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expand that specific group.
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Individual transactions are hidden in the default view. To view all transactions for a specific
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user, click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of their name to
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expand the full list of transactions associated with their lunch account.
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Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
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Each line includes the transaction :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
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:guilabel:`Amount`.
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.. image:: user-accounts/control-accounts.png
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:alt: The Control Accounts dashboard with two employee's transactions expanded.
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.. important::
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This list only displays the various transactions within the **Lunch** app, and does **not** allow
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modifications to be made to any records listed.
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The :guilabel:`Control Accounts` dashboard is a view-only list of transactions within the
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**Lunch** app, and does **not** allow modifications to be made to any records listed.
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Cash moves can be modified, but **only** from the :ref:`Cash Moves <lunch/cash-moves>` dashboard,
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not from the :guilabel:`Control Accounts` dashboard.
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Cash moves can be modified through the :ref:`Cash Moves <lunch/cash-moves>` dashboard, only.
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It is **not** possible to modify any product-related records.
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Product-related records **cannot** be modified.
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