Commit Graph

288 Commits

Author SHA1 Message Date
afma-odoo
dc92245d8f [IMP] accounting: update analytic accounting with changes from 17.0
task-4237582

closes odoo/documentation#13855

X-original-commit: 4d10319da2
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-07-03 10:18:48 +00:00
afma-odoo
1319098451 [IMP] accounting: update page with 18.0 updates on lock dates
task-4276637

closes odoo/documentation#13895

X-original-commit: 23b5236264
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-07-02 16:12:26 +00:00
“Chiara
534aef108b [REM] accounting: removing and adapting einvoicing pages
closes odoo/documentation#13861

Taskid: 4894978
X-original-commit: 961f09a8ce
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-06-30 08:28:08 +00:00
“Chiara
4f121f33bb [REM] accounting: polish einvoicing page removal
closes odoo/documentation#13822

Taskid: 4881134
X-original-commit: bdeec0de42
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-06-25 09:28:28 +00:00
“Chiara
4f8805be1e [REM] accounting: einvoicing for portugal
closes odoo/documentation#13790

X-original-commit: 28608556de
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-06-24 06:53:33 +00:00
gteboul (gute)
c54a429f14 [FIX] finance: remove SO from budget analytic
Removed the mentions of Sale order in the description of analytic budget since it is not implemented.

closes odoo/documentation#13609

X-original-commit: a4455f2da9
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Guillaume Teboul-Tornezy (gute) <gute@odoo.com>
2025-06-04 06:51:19 +00:00
“Chiara
da71614440 [IMP] accounting/project: updating and removing outdated tutorials link
closes odoo/documentation#13478

X-original-commit: dbe006190f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-05-22 16:35:39 +00:00
afma-odoo
7f53632b55 [IMP] accounting: update see also block on internal transfer page
task-4731454

closes odoo/documentation#13451

X-original-commit: bfab0a2846
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-05-21 19:04:11 +00:00
afma-odoo
c78deef9b4 [IMP] localization: Add Chorus pro via Peppol information
task-4698357
task-4661523

closes odoo/documentation#13359

X-original-commit: 16e1b2a268
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-05-21 05:22:24 +00:00
afma-odoo
1f9d61c0d8 [IMP] accounting: clarify mass-sequencing highlights and errors
task-4725955

closes odoo/documentation#13152

X-original-commit: 910037a008
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-05-05 10:49:54 +00:00
afma-odoo
b63ab5141f [IMP] accounting: update vendor bills tutorial link
task-4207830

closes odoo/documentation#12813

X-original-commit: bbc30bd26c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-05-05 08:45:45 +00:00
“Dallas”
6095b6f5be [REM] accounting/checks: remove checks documentation
task-4558041

Remove the checks page as it contains mostly duplicate information. Condense useful information and put it on the payments page under payment methods.

closes odoo/documentation#13125

X-original-commit: ac6af9f574
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-04-28 13:01:08 +00:00
Audrey (auva)
eae078855e [IMP] payment_providers: add SEPA provider and adapt related docs
task-4048339

closes odoo/documentation#13048

X-original-commit: 5f366697fc
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-04-25 09:57:54 +00:00
Valentino
446ff5b633 [IMP] accounting/l10n_br: EDI Invoice coverage
Modify the current "Odoo electronic invoicing in Brazil" section to be clearer about what Odoo covers as of now.

The current documentation is misleading, specifying that we covered EDI documents that we don't cover.

This user document section was used by the new AI Support Chat, giving wrong information to users when asking about these topics.

closes odoo/documentation#13010

X-original-commit: 0684e9236d
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: dade-odoo <87431108+dade-odoo@users.noreply.github.com>
2025-04-24 06:05:48 +00:00
vava-odoo
2c90d88c0b [REM] membership: remove outdated content
closes odoo/documentation#12139

Related: odoo/odoo#197228
Related: odoo/enterprise#79016
Related: odoo/upgrade#7202
Signed-off-by: Vallaeys Valentin (vava) <vava@odoo.com>
2025-04-16 19:58:28 +00:00
“Dallas”
ec71084496 [IMP] reconciliation models: menu item removed
task-4652251

Replace instructions for accessing reconciliation models from the configuration menu with instructions to access them from the bank journal on the dashboard to match 18.2 UI.

closes odoo/documentation#12898

X-original-commit: 2c5f8d0a20
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-04-15 21:39:42 +00:00
“Dallas”
527bd9ce86 [IMP] accounting: explain payment terms days end of the month on the
task-4320205

closes odoo/documentation#12835

X-original-commit: 1863c2e1d4
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-04-09 09:56:09 +00:00
afma-odoo
cfd92b830a [IMP] accounting: adding info about the follow-up report
task-4260085

closes odoo/documentation#12802

X-original-commit: 8279965216
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-04-07 08:12:27 +00:00
afma-odoo
a39f2cc223 [IMP] accounting: credit note refund options removed in 17
task-4376883

closes odoo/documentation#12361

X-original-commit: bd09648fd8
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-03-18 12:51:58 +00:00
Thomas Becquevort (thbe)
a2cbd0a0d5 [ADD] accounting: new shared accounts feature documentation
In 18.0 was the shared accounts feature added to Odoo but the documentation
doesn't contain any data related to it. This commit brings information about
said feature in the documentation.

task-4485674

closes odoo/documentation#12482

X-original-commit: 1a6d0ec061
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Thomas Becquevort (thbe) <thbe@odoo.com>
2025-03-17 08:23:29 +00:00
afma-odoo
0221318d5c [ADD] accounting: New page on vendor bills sequence
task-4207830

closes odoo/documentation#12479

X-original-commit: ed33cf3338
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-03-17 08:23:28 +00:00
afma-odoo
271b592cbf [IMP] accounting: adding whatsapp follow-up on invoice
task-4260085

closes odoo/documentation#12364

X-original-commit: a6796a8a34
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-03-12 06:54:35 +00:00
afma-odoo
b86617d050 [IMP] accounting: update invoice follow-up actions due to 18 update
task-4260085

closes odoo/documentation#12180

X-original-commit: ab802d3a7b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2025-02-26 07:57:00 +00:00
xpl-odoo
e9269e8128 [MOV] accounting: invoice sequence section on a separate page
closes odoo/documentation#12142

X-original-commit: 009dd70bd3
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2025-02-22 06:15:03 +00:00
Logan Staelens
224e1f5982 [IMP] account_reports: Unambiguous cross_report aggregations
Before this commit, when using cross_report subformula it would search for a report that has an line with this code.
We had to ensure there was no duplicate codes and so it was difficult to maintain.

Now, when we use a cross_report subformula, we need to explicitly target the report from where the code is from.

task-4457667

closes odoo/documentation#11747

Related: odoo/odoo#193106
Related: odoo/enterprise#76845
Signed-off-by: Logan Staelens (lost) <lost@odoo.com>
2025-02-20 18:06:43 +00:00
xpl-odoo
cc4e3a87f6 [IMP] accounting: clarify invoice sequence format
task-4564980

closes odoo/documentation#12100

X-original-commit: d2c610179a
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2025-02-19 05:31:02 +00:00
“Dallas”
d15c4205be [IMP] accounting/transactions: view/edit/print statements
Explains how to view, edit, and print statements from both kanban and list views of transactions.

task-4320158

closes odoo/documentation#12031

X-original-commit: f1f547ca58
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-02-17 11:58:18 +00:00
samueljlieber
194ed8085a [FIX] clean unused resource files
X-original-commit: a4b841afce
Part-of: odoo/documentation#12082
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2025-02-14 21:59:10 +00:00
afma-odoo
e8bd3a105c [IMP] accounting: update payment matching feature
task-3518648

closes odoo/documentation#12019

X-original-commit: 52d8565f02
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-02-11 08:32:03 +00:00
afma-odoo
d4edd280b8 [IMP] accounting: Update customer invoices page for 18.0
task-3416326

closes odoo/documentation#12016

X-original-commit: b6e6515fbf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-02-11 07:12:51 +00:00
Nicolas Viseur (vin)
ee5a13730d [IMP] l10n_vn: SInvoice documentation
Recently, a new module released to support integration of Odoo with SInvoice to support e-invoicing for Vietnam.

task - 3631616

closes odoo/documentation#11976

X-original-commit: 4b123b8464
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>
2025-02-07 03:21:42 +00:00
“Chiara
c5bf2164f9 [ADD] accounting: einvoicing for america
closes odoo/documentation#11961

X-original-commit: 7d4f6dc77a
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-02-05 13:54:12 +00:00
mcsi-odoo
4f24ab92bf [IMP] accounting: ocr free iap test credits for enterprise users
task-4328876

closes odoo/documentation#11883

X-original-commit: 058e379a40
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-27 20:58:27 +00:00
“Dallas”
986a2a0483 [IMP] accounting/bank: outstanding accounts
Update bank doc to better explain suspense and outstanding accounts and to explain that payments don't create journal entries without outstanding accounts.

task-3474209

closes odoo/documentation#11850

X-original-commit: 88e1bee845
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-24 13:57:46 +00:00
“Dallas”
ebca1144b6 [FIX] accounting:update internal transfers doc to 18.0
Internal transfers are now handled via reconciliation model button instead of through payments. This PR moves the internal transfers documentation from the Payments section to the Bank section and updates it to reflect the process in 18.0.

task-4331744

closes odoo/documentation#11778

X-original-commit: cc6306277b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-18 06:15:25 +00:00
Florian Gilbert
0ee2ff365d [IMP] account/bank: Consistent number for available banks
The aim of this commit is making sure that we have the same number of available banks.
 
no task id

closes odoo/documentation#11751

X-original-commit: 40c830298c
Signed-off-by: Florian Gilbert (flg) <flg@odoo.com>
2025-01-14 16:55:47 +00:00
“Dallas”
84451d1bf7 [FIX] accounting/tax-return: fix tax return menu path
Fix the menu navigation path of the tax return and update for 18.0 UI

task-4424499

closes odoo/documentation#11689

X-original-commit: 27bddd133b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-07 19:20:51 +00:00
afma-odoo
eb204b9d21 [IMP] accounting: update the analytic budgets page
task-4237563
task-4257623
task-4308176
task-4369415

closes odoo/documentation#11593

X-original-commit: 47cbfbef41
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-17 15:13:12 +00:00
“Chiara
f51520413e [ADD] accounting: e-invoicing regulations
task-4330898

closes odoo/documentation#11554

X-original-commit: 8381d634f7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2024-12-10 14:49:06 +00:00
Sam Lieber (sali)
989d5b1110 [IMP] accounting/avatax: update limitations for 18
closes odoo/documentation#11528

X-original-commit: 5060b34697
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-12-06 17:47:11 +00:00
afma-odoo
faa204e0a0 [IMP] accounting: info about proforma label on invoices
task-3938154
task-3416326
task-2466972

closes odoo/documentation#11491

X-original-commit: 2920b764f1
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-02 07:22:53 +00:00
Felicious
07122aa8a8 [IMP] inventory: landed cost conditions
closes odoo/documentation#11395

X-original-commit: 22a0a1834e
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-11-15 16:38:13 +00:00
afma-odoo
0292755fe1 [IMP] accounting: adding info about group payments
task-3518648

closes odoo/documentation#11358

X-original-commit: 75af17192f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-11-15 07:00:22 +00:00
Zachary Straub (ZST)
b29eae5102 [FIX] accounting: fix broken OCR tutorial link
closes odoo/documentation#11371

X-original-commit: 724f7000d7
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-11-14 09:13:04 +00:00
Ricardo Gomes Rodrigues
9b3e9a3c8e [IMP] accounting: deferred full months
Feature added in commit 5dca9c0c26

closes odoo/documentation#11239

X-original-commit: 939d0de821
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-21 15:10:55 +00:00
Ricardo Gomes Rodrigues
987a40cb29 [IMP] accounting: add loan management
This has been done in https://github.com/odoo/enterprise/pull/68698

closes odoo/documentation#11235

X-original-commit: 8f73708332
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-21 12:22:39 +00:00
Ricardo Gomes Rodrigues
3d2422b3bd [IMP] accounting: split deferred settings
This has been done in 39fffc5541

closes odoo/documentation#11163

X-original-commit: ac69e2872c
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-09 13:23:06 +00:00
afma-odoo
a13bf9b24f [IMP] accounting: pdf menu to export reports
task-3605633

closes odoo/documentation#11114

X-original-commit: 380c4bc10f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-09-29 19:51:54 +00:00
afma-odoo
8e23bc4ccb [IMP] accounting: cash register page in POS
task-3721929
task-3890538

closes odoo/documentation#11055

X-original-commit: 5b6531a68d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-09-19 15:19:07 +00:00
afma-odoo
ff86bf4e67 [IMP] accounting: update reporting page and screenshots
task-3605633
task-3562956

closes odoo/documentation#11052

X-original-commit: 5bb9c1fcc2
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-09-19 12:30:24 +00:00