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[ADD] accounting/l10n_be: documentation for new codaclean module

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In enterprise PR odoo/enterprise/pull/93909 we add a new module
to automatically import bank statements from Codaclean.
Codaclean is an external provider that allows its users to access
their bank statements in form of CODA files.

This PR adds the information on how to configure / use the new module.

task-4844423

backport of commit 1cc2adfc7d (no changes)

closes odoo/documentation#14816

X-original-commit: b8656d89e8
Related: odoo/enterprise#96705
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Sven Führ (svfu) <svfu@odoo.com>
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Sven Fuehr
2025-09-10 14:51:38 +00:00
parent c709b5d546
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content/applications/finance/fiscal_localizations/belgium.rst
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@@ -431,6 +431,76 @@ Potential issues
:guilabel:`CodaBox` section, click on :guilabel:`Manage Connection`, then click on
:guilabel:`Revoke`.
.. _belgium/codaclean:
Codaclean
---------
**Codaclean** is a service that allows Belgian companies and accounting firms to access bank
information and statements. Odoo provides a way to import such statements and their transactions
automatically.
.. _belgium/codaclean-configuration:
Configuration
~~~~~~~~~~~~~
.. note::
Make sure to :ref:`install <general/install>` the :guilabel:`Codaclean` (`l10n_be_codaclean`)
module.
.. _belgium/codaclean-configuration-connection:
Connection with Odoo
********************
To connect Odoo with Codaclean, follow these steps:
#. Open the Settings app, navigate to the :ref:`Companies <general/companies/company>` section, and
click :icon:`oi-arrow-right` :guilabel:`Manage Companies` to make sure the company's
:guilabel:`Country` is set to :guilabel:`Belgium`.
#. Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the
:guilabel:`Codaclean` section.
#. Click :guilabel:`Manage Connection` to open the connection wizard, enter the Codaclean
:guilabel:`Username` and :guilabel:`Password` and click :guilabel:`Connect`.
The :guilabel:`Status` is updated to :guilabel:`Connected`.
.. tip::
Once the connection is established, the :guilabel:`Manage Connection` wizard provides two options:
- Update Codaclean credentials: Enter the new :guilabel:`Username` and :guilabel:`Password`, then
click :guilabel:`Change Credentials`.
- Remove Codaclean connection: Click :guilabel:`Disconnect`; no :guilabel:`Username` or
:guilabel:`Password` is required.
.. _belgium/codaclean-configuration-journal:
Journal creation
****************
A specific bank journal must be created for Codaclean synchronization. To do so, :doc:`create a new
bank journal <../accounting/bank>`, make sure to enter the correct IBAN in the :guilabel:`Bank
Account Number` field, and select :guilabel:`Codaclean Syncronization` in the :guilabel:`Bank Feeds`
field.
.. tip::
For bank transactions in different currencies, it is recommended to create a separate journal for
each currency, using the same bank account.
.. _belgium/codaclean-synchronization:
Synchronization
~~~~~~~~~~~~~~~
Once the connection is established, Odoo is synchronized with Codaclean, and new CODA files received
via Codaclean are checked every twelve hours.
.. tip::
To manually check for new CODA files, go to the Accounting Dashboard and click :guilabel:`Fetch
from Codaclean` on the relevant :ref:`journal <belgium/codaclean-configuration-journal>` .
Electronic invoicing
====================