[MOV] accounting: rename VAT verification filename and title

conf.py

@@ -193,7 +193,7 @@ todo_include_todos = False
 
 intersphinx_mapping = {
     'python': ('https://docs.python.org/3/', None),
-    'werkzeug': ('https://werkzeug.palletsprojects.com/en/2.3.x/', None),
+    'werkzeug': ('https://werkzeug.palletsprojects.com/en/1.0.x/', None),
 }
 
 github_user = 'odoo'

content/applications/finance/accounting/payments/follow_up.rst

@@ -4,8 +4,8 @@ Follow-up on invoices
 
 A follow-up message can be sent to customers when a payment is overdue. Odoo helps you identify late
 payments and allows you to schedule and send the appropriate reminders using **follow-up actions**
-that automatically trigger one or more actions according to the number of overdue days. You can send
-your follow-ups via different means, such as email, post, or SMS.
+that trigger automatically one or more actions according to the number of overdue days. You can send
+your follow-ups via different means such as email, post, or SMS.
 
 .. seealso::
    - `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
@@ -48,7 +48,7 @@ options:
    - **%(company_name)s**: User's company name.
 
 .. tip::
-   Set a negative number of days to send a reminder before the actual due date.
+   To send a reminder before the actual due date is reached, set a negative number of due days.
 
 Follow-up reports
 =================
@@ -66,15 +66,16 @@ It is up to you to decide how to remind your customer. You can select :guilabel:
 :guilabel:`Done` to view the next follow-up that needs your attention.
 
 .. note::
-   - The contact information on the invoice or the contact form is used to send the reminder.
+   - The contact information available on the invoice or on the contact form is used to send the
+     reminder.
    - When the reminder is sent, it is documented in the chatter of the invoice.
    - If it is not the right time for a reminder, you can specify the :guilabel:`Next Reminder Date`
      and click on :guilabel:`Remind me later`. You will get the next report according to the next
      reminder date set on the statement.
 
 .. tip::
-   Reconcile all bank statements right before launching the follow-up process to avoid sending a
-   reminder to a customer that has already paid.
+   Reconcile your bank statements right before launching your follow-up process to avoid sending a
+   reminder to a customer that has already paid you.
 
 Debtor's trust level
 --------------------

content/applications/finance/expenses.rst

@@ -4,533 +4,231 @@
 Expenses
 ========
 
-Odoo **Expenses** streamlines the management of expenses.  After an employee submits their expenses
-in Odoo, the expenses are reviewed by management and accounting teams. Once approved, payments can
-then be processed and disbursed back to the employee for reimbursement(s).
+**Odoo Expenses** streamlines the management of expenses. Employees can submit their expenses;
+managers can approve them; accountants can record them and process the payments.
 
 .. seealso::
-   `Odoo Expenses: product page <https://www.odoo.com/app/expenses>`_
+   - `Odoo Expenses: product page <https://www.odoo.com/app/expenses>`_
 
-Set expense types
-=================
-
-The first step to track expenses is to configure the different *expense types* for the company
-(managed as *products* in Odoo). Each "product" can be as specific or generalized as needed. Go to
-:menuselection:`Expenses app --> Configuration --> Expense Products` to view the current expensable
-products in a default kanban view.
-
-.. image:: expenses/products.png
-   :align: center
-   :alt: Set expense costs on products.
-
-To create a new expense product, click :guilabel:`Create`. A product form will appear. Only two
-fields are required, the :guilabel:`Product Name` and the :guilabel:`Unit of Measure`. Enter the
-:guilabel:`Product Name` in the field, and select the :guilabel:`Unit of Measure` from the drop-down
-menu (most products will be set to :guilabel:`Units`).
-
-.. tip::
-   The *Sales* app is where specification on the units of measure are created and edited (e.g.
-   units, miles, nights, etc.). Go to :menuselection:`Sales app --> Configuration --> Settings` and
-   ensure `Units of Measure` is checked off in the `Product Catalog` section. Click on the
-   :guilabel:`Units of Measure` internal link to view, create, and edit the units of measure. Refer
-   to :doc:`this document </applications/inventory_and_mrp/inventory/management/products/uom>` to
-   learn more about units of measure and how to configure them.
-
-.. image:: expenses/new-expense-product.png
-   :align: center
-   :alt: Set expense costs on products.
-
-The :guilabel:`Cost` field on the product form is populated with a value of `0.00` by default. When
-a specific expense should always be reimbursed for a particular price, enter that amount in the
-:guilabel:`Cost` field. Otherwise, leave the :guilabel:`Cost` set to `0.00`, and employees will
-report the actual cost when submitting an expense report.
-
-.. example::
-   Here are some examples for when to set a specific :guilabel:`Cost` on a product vs. leaving the
-   :guilabel:`Cost` at `0.00`:
-
-   - **Meals**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense for a meal, they
-     enter the actual amount of the bill and will be reimbursed for that amount. An expense for a
-     meal costing $95.23 would equal a reimbursement for $95.23.
-   - **Mileage**: Set the :guilabel:`Cost` to `0.30`. When an employee logs an expense for
-     "mileage", they enter the number of miles driven, and are reimbursed 0.30 per mile they
-     entered. An expense for 100 miles would equal a reimbursement for $30.00.
-   - **Monthly Parking**: Set the :guilabel:`Cost` to `75.00`. When an employee logs an expense for
-     "monthly parking", the reimbursement would be for $75.00.
-   - **Expenses**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense that is not
-     a meal, mileage, or monthly parking, they use the generic :guilabel:`Expenses` product. An
-     expense for a laptop costing $350.00 would be logged as an :guilabel:`Expenses` product, and
-     the reimbursement would be for $350.00.
-
-Select an :guilabel:`Expense Account` if using the Odoo *Accounting* app. It is recommended to check
-with the accounting department to determine the correct account to reference in this field as it
-will affect reports.
-
-Set a tax on each product in the :guilabel:`Vendor Taxes` and :guilabel:`Customer Taxes` fields if
-applicable. It is considered good practice to use a tax that is configured with :ref:`Tax Included
-in Price <taxes/included-in-price>`. Taxes will be automatically configured if this is set.
-
-.. _expenses/new:
-
-Record expenses
-===============
-
-Manually create a new expense
------------------------------
-
-To record a new expense, begin in the main :menuselection:`Expenses` app dashboard, which presents
-the default :guilabel:`My Expenses to Report` view. This view can also be accessed from
-:menuselection:`Expenses app --> My Expenses --> My Expenses to Report`.
-
-First, click :guilabel:`Create`, and then fill out the various fields on the form.
-
-- :guilabel:`Description`: Enter a short description for the expense in the :guilabel:`Description`
-  field. This should be short and informative, such as `lunch with client` or `hotel for
-  conference`.
-- :guilabel:`Product`: Select the product from the drop-down menu that most closely corresponds to
-  the expense. For example, an airplane ticket would be appropriate for an expense
-  :guilabel:`Product` named :guilabel:`Air Travel`.
-- :guilabel:`Unit Price`: Enter the total amount paid for the expense in one of two ways:
-
-  #. If the expense is for one single item/expense, enter the cost in the :guilabel:`Unit Price`
-     field, and leave the :guilabel:`Quantity` `1.00`.
-  #. If the expense is for multiples of the same item/expense, enter the price *per unit* in the
-     :guilabel:`Unit Price` field, and enter the *quantity of units* in the :guilabel:`Quantity`
-     field.
-
-     .. example::
-        In the case of a hotel stay, for example, the :guilabel:`Unit Price` would be set as the
-        cost *per night*, and set the :guilabel:`Quantity` to the *number of nights* stayed.
-
-- :guilabel:`Taxes`: If taxes were paid on the expense, select the tax percentage using the
-  drop-down menu. Tax options are pre-configured based on the localization setting selected when the
-  database was created. Adding any new taxes should only be done when necessary.
-
-  .. note::
-     When a tax is selected, the :guilabel:`Total` value will update in real time to show the added
-     taxes.
-
-- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense and should be
-  reimbursed. If the employee paid for the expense (and should be reimbursed) select
-  :guilabel:`Employee (to reimburse)`. If the company paid directly instead (e.g. if the company
-  credit card was used to pay for the expense) select :guilabel:`Company`.
-- :guilabel:`Expense Date`: Using the calendar module, enter the date the expense was incurred. Use
-  the :guilabel:`< (left)` and :guilabel:`> (right)` arrows to navigate to the correct month, then
-  click on the specific day to enter the selection.
-- :guilabel:`Bill Reference`: If there is any reference text that should be included for the
-  expense, enter it in this field.
-- :guilabel:`Account`: Select the expense account that this expense should be logged on from the
-  drop-down menu.
-- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
-- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a
-  customer, select the customer that will be invoiced for this expense from the drop-down menu. For
-  example, if a customer wishes to have an on-site meeting, and agrees to pay for the expenses
-  associated with it (such as travel, hotel, meals, etc.), then all expenses tied to that meeting
-  would indicate that customer as the :guilabel:`Customer to Reinvoice`.
-- :guilabel:`Analytic Account`: Select the account the expense should be written against from the
-  drop-down menu.
-- :guilabel:`Company`: If multiple companies are set-up, select the company this expense should be
-  filed for from the drop-down menu. If there is only one company, this field will be automatically
-  populated.
-- :guilabel:`Notes...`: If any notes are needed in order to clarify the expense, enter them in the
-  notes field.
-
-Once all the fields have been filled out, click :guilabel:`Save`.
-
-.. image:: expenses/expense-filled-in.png
-   :align: center
-   :alt: A filled in expense form for a client lunch.
-
-Attach a receipt
-~~~~~~~~~~~~~~~~
-
-After the expense is saved, the next step is to attach a receipt. A new :guilabel:`Attach Receipt`
-button appears after the entry is saved, beneath the former :guilabel:`Save` button (which turns
-into an :guilabel:`Edit` button).
-
-.. image:: expenses/save-receipt.png
-   :align: center
-   :alt: Attach a receipt after saving the record.
-
-Click the new :guilabel:`Attach Receipt` button, and a file explorer appears. Navigate to the
-receipt to be attached, and click :guilabel:`Open`. A new :guilabel:`Receipts` smart button appears
-at the top, and the new receipt is recorded in the chatter. More than one receipt can be attached to
-an individual expense, as needed. The number of receipts attached to the expense will be noted on
-the smart button.
-
-.. image:: expenses/receipt-smartbutton.png
-   :align: center
-   :alt: Attach a receipt after saving the record.
-
-Automatically create new expenses from an email
------------------------------------------------
-
-Instead of individually creating each expense in the *Expenses* app, expenses can be automatically
-created by sending an email to an email alias.
-
-To do so, first, an email alias needs to be configured. Go to :menuselection:`Expenses app -->
-Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is checked off.
-
-.. image:: expenses/email-alias.png
-   :align: center
-   :alt: Create the domain alias by clicking the link.
-
-.. note::
-   If the domain alias needs to be set up, :guilabel:`Setup your domain alias` will appear beneath
-   the incoming emails check box instead of the email address field. Refer to this documentation for
-   setup instructions and more information: :doc:`/administration/maintain/domain_names`. Once the
-   domain alias is configured, the email address field will be visible beneath the incoming emails
-   section.
-
-Next, enter the email address to be used in the email field, then click :guilabel:`Save`. Now that
-the email address has been entered, emails can be sent to that alias to create new expenses without
-having to be in the Odoo database.
-
-To submit an expense via email, create a new email and enter the product's *internal reference* code
-(if available) and the amount of the expense in the email subject. Next, attach the receipt to the
-email. Odoo creates the expense by taking the information in the email subject and combining it with
-the receipt.
-
-To check an expense product's internal reference, go to :menuselection:`Expenses app -->
-Configuration --> Expense Products`. If an internal reference is listed on the product, it is
-visible in this view as :guilabel:`(Ref###)`.
-
-.. image:: expenses/internal-ref-numbers.png
-   :align: center
-   :alt: Internal reference numbers are listed in the main Expense Products view.
-
-To add an internal reference on an expense product, click on the product, then click
-:guilabel:`Edit`. In edit mode, enter the :guilabel:`Internal Reference` in the field. Beneath the
-:guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use this reference as a
-subject prefix when submitting by email.`.
-
-.. image:: expenses/meals-internal-reference.png
-   :align: center
-   :alt: Internal reference numbers are listed in the main Expense Products view.
-
-.. note::
-   For security purposes, only authenticated employee emails are accepted by Odoo when creating an
-   expense from an email. To confirm an authenticated employee email address, go to the employee
-   card in the :guilabel:`Employees` app, and refer to the :guilabel:`Work Email` in the main field.
-
-   .. image:: expenses/authenticated-email-address.png
-      :align: center
-      :alt: Create the domain alias by clicking the link.
-
-.. example::
-   If submitting an expense via email for a $25.00 meal during a work trip, the email subject would
-   be `Ref005 Meal $25.00`.
-
-   Explanation:
-
-   - The :guilabel:`Internal Reference` for the expense product `Meals` is `Ref005`
-   - The :guilabel:`Cost` for the expense is `$25.00`
-
-Create an expense report
+How to set expense types
 ========================
 
-When expenses are ready to submit (such as at the end of a business trip, or once a month), an
-*expense report* needs to be created. Go to the main :menuselection:`Expenses` app dashboard, which
-displays a default :guilabel:`My Expenses` view, or go to :menuselection:`Expenses app --> My
-Expenses --> My Expenses to Report`.
+The first step to track expenses is to configure the expense types (managed as products in Odoo)
+that your company allows, from the *Configuration* menu.
+When a specific expense is reimbursed at a fixed price, set a cost on the product.
+Otherwise keep the cost at 0.0 and employees will report the real cost per expense.
 
-First, each individual expense for the report must be selected by clicking the check box next to
-each entry, or quickly select all the expenses in the list by clicking the check box next to
-:guilabel:`Expense Date`.
-
-.. image:: expenses/create-report.png
+.. image:: expenses/product.png
    :align: center
-   :alt: Select the expenses to submit, then create the report.
 
-Once the expenses have been selected, click the :guilabel:`Create Report` button. The new report
-appears with all the expenses listed, and the number of documents is visible in the
-:guilabel:`Documents` smart button.
+Here are some examples:
 
-It is recommended to add a short summary for each report to help keep expenses organized. Click the
-:guilabel:`Edit` button, and the :guilabel:`Expense Report Summary` field appears. Enter a short
-description for the expense report (such as `Client Trip NYC`, or `Repairs for Company Car`). Next,
-select a :guilabel:`Manager` from the drop-down menu to assign a manager to review the report.
+* Restaurant:
 
-.. image:: expenses/expense-report-summary.png
+  * Cost: 0.00 (the cost of the ticket will be recorded on every expense)
+* Travel with Personal Car:
+
+  * Cost: 0.30 (the price per mile reimbursed by the company is fixed)
+* Hotel:
+
+  * Cost: 0.00 (the cost of the ticket will be recorded on every expense)
+
+* Others:
+
+  * Cost: 0.0
+
+Don't forget to set an expense tax on each expense type
+(and an account if you use Odoo Accounting).
+It's usually a good practice to use a tax that is configured
+with :ref:`Tax Included in Price <taxes/included-in-price>`.
+That way, employees report expenses with
+prices including taxes, which is usually the expected behaviour.
+
+.. tip::
+    The *Sales* app allows you to specify units of measure for your
+    expense types (units, miles, nights, etc.).
+    Go to :menuselection:`Sales --> Configuration --> Settings` and check
+    *Some products may be sold/purchased in different units of measure (advanced)*.
+
+
+How to record expenses
+======================
+
+Manually
+--------
+
+As an employee (Employee in user access rights), you can record
+expenses from :menuselection:`My Expenses --> Expenses to Submit`.
+
+.. image:: expenses/submit_01.png
    :align: center
-   :alt: Enter a short description and select a manager for the report.
 
-If some expenses are not on the report that should be, they can still be added. Click :guilabel:`Add
-a line` at the bottom of the :guilabel:`Expense` tab. Click the check box next to each expense to
-add, then click :guilabel:`Select`. The items now appear on the report that was just created.
+1. Select the related product and enter either the total amount
+   you paid (with Quantity = 1) or the unit price if Quantity is
+   countable (e.g. number of hotel nights).
+2. Enter the expense date.
+3. Choose if you paid the bill on your own (and expect to be reimbursed)
+   or if the company paid directly (e.g. if you used a company's credit card).
+4. Set the bill reference, add some notes if requested and attach a
+   photo/scan of the receipt from the discussion thread.
+   That will help the manager and the accountant validate it.
 
-.. image:: expenses/add-an-expense-line.png
+.. image:: expenses/submit_02.png
    :align: center
-   :alt: Add more expenses to the report before submitting.
 
-.. note::
-   :guilabel:`Add a line` only appears when the document is in edit mode. It does not appear
-   otherwise.
-
-When all edits have been completed, click :guilabel:`Save`.
-
-Submit an expense report
+In one click from emails
 ------------------------
 
-When an expense report is completed, the next step is to submit the report to a manager for
-approval. Reports must be individually submitted, and cannot be submitted in batches. Open the
-specific report from the list of expense reports (if the report is not already open). To view all
-expense reports, go to :menuselection:`Expenses app --> My Expenses --> My Reports`.
+Let your employees record their expenses from a simple email.
+Make a snapshot of the receipt and send it by email, or simply forward a bill!
 
-If the list is large, grouping the results by status may be helpful since only reports that are in a
-:guilabel:`Draft` mode need to be submitted, reports with an :guilabel:`Approved` or
-:guilabel:`Submitted` status do not.
+The only thing to do is setting up an email alias in
+:menuselection:`Expenses --> Configuration --> Settings` (e.g. *expenses* @mycompany.odoo.com).
+For security purposes, only authenticated employee emails
+(cfr. *Work Email* in employee detail form) are accepted.
 
-.. image:: expenses/expense-status.png
+.. tip::
+    The expense product is set automatically if the mail subject contains
+    the product's internal reference in first position.
+    Type the expense amount in the mail subject to set it on the expense too (e.g. Ref001 Food 100€).
+
+How to submit expenses to managers
+==================================
+
+When you are ready to submit your expenses to your manager
+(e.g. at the end of a business trip, or once a month),
+go to the menu :menuselection:`My Expenses --> Expenses to Submit`. Select all expenses
+from the list view and click on :menuselection:`Action --> Submit to Manager`.
+Save the newly created expense report (i.e. set of expenses),
+and wait for your manager to approve it.
+
+.. image:: expenses/submit_03.png
    :align: center
-   :alt: Submit the report to the manager.
+
+You can also submit expenses one by one from the *Submit to Manager*
+button on the form view of an expense.
+
+All your submitted expense reports can be found in
+:menuselection:`Expenses --> My Expenses --> Expense Reports`.
+
+
+How to approve expenses
+=======================
+
+HR and team managers get an overview of all expense reports to
+validate from the top menu :menuselection:`To Approve --> Expense Reports to Approve`.
+Such users must have at least *Officers* access rights for *Expenses*.
+
+.. image:: expenses/approval_01.png
+   :align: center
+
+They can review expense reports, approve or reject them, as well as providing
+feedback thanks to the integrated communication tool.
+
+.. image:: expenses/approval_02.png
+   :align: center
+
+As a team manager you can easily find the expense reports of your team members.
+You need to be set as manager in the detail form of those employees.
+
+.. image:: expenses/approval_03.png
+   :align: center
+
+
+How to post expenses in accounting
+==================================
+
+Once expense reports approved by managers, the accounting department
+goes to :menuselection:`Expenses --> Accountant --> Expense Reports To Post` to check
+accounts, products and taxes. They can click *Post Journal Entries*
+to post related journal entries into your books.
+To do so, the user must have following access rights:
+
+* Accounting: Accountant or Adviser
+* Expenses: Manager
 
 .. note::
-   The status of each report is shown in the :guilabel:`Status` column on the far right. If the
-   :guilabel:`Status` column is not visible, click the :guilabel:`⋮ (additional options)` icon at
-   the end of the row, and check the box next to :guilabel:`Status`.
+    To post an expense, a *Home Address* must be set on the employee.
+    If you get a related blocking message when posting, click the employee,
+    go to *Personal Information* tab and select/create the contact of your employee
+    in the address book.
+    A contact has been automatically created if this person is using Odoo.
 
-Click on a report to open it, then click :guilabel:`Submit To Manager`. After submitting a report,
-the next step is to wait for the manager to approve it.
+How to reimburse employees
+==========================
 
-.. important::
-   The :ref:`expenses/approve`, :ref:`expenses/post`, and :ref:`expenses/reimburse` sections are
-   **only** for users with the *necessary rights*.
+You can now see all the expense reports to reimburse in
+:menuselection:`Expenses --> Accountant --> Expense Reports To Pay`.
+To record the payment or pay by check, click *Register a Payment*.
 
-.. _expenses/approve:
+See how you can easily manage the payment process in Odoo:
 
-Approve expenses
-================
+* :doc:`accounting/payments/pay_checks`
+* :doc:`accounting/payments/pay_sepa`
 
-In Odoo, not just anyone can approve expense reports— only users with the necessary rights (or
-permissions) can. This means that a user must have at least *Team Approver* rights for the
-*Expenses* app. Employees with the necessary rights can review expense reports, and approve or
-reject them, as well as provide feedback thanks to the integrated communication tool.
 
-To see who has rights to approve, go to the main :menuselection:`Settings` app and click on
-:guilabel:`Manage Users`.
+How to re-invoice expenses to your customers
+============================================
 
-.. note::
-   If the *Settings* app is not available, then certain rights are not set on the account. In the
-   :guilabel:`Access Rights` tab of a user's card in the :menuselection:`Settings` app, the
-   :guilabel:`Administration` section is set to one of three options:
-
-   - :guilabel:`None (blank)`: The user cannot access the *Settings* app at all.
-   - :guilabel:`Access Rights`: The user can only view the :guilabel:`User's & Companies` section of
-     the *Settings* app.
-   - :guilabel:`Settings`: The user has access to the entire *Settings* app with no restrictions.
-
-   Please refer to :doc:`this document </applications/general/users/manage_users>` to learn more
-   about managing users and their access rights.
-
-Click on an individual to view their card, which displays the :guilabel:`Access Rights` tab in the
-default view. Scroll down to the :guilabel:`Human Resources` section. Under :guilabel:`Expenses`,
-there are four options:
-
-- :guilabel:`None (blank)`: A blank field means the user has no rights to view or approve expense
-  reports, and can only view their own.
-- :guilabel:`Team Approver`: The user can only view and approve expense reports for their own
-  specific team.
-- :guilabel:`All Approver`: The user can view and approve any expense report.
-- :guilabel:`Administrator`: The user can view and approve any expense report as well as access the
-  reporting and configuration menus in the *Expenses* app.
-
-Users who are able to approve expense reports (typically managers) can easily view all expense
-reports to validate. Go to :menuselection:`Expenses app --> Expense Reports  --> Reports to
-Approve`. This view lists all the expense reports that have been submitted but not approved, as
-noted by the :guilabel:`Submitted` tag in the status column.
-
-.. image:: expenses/reports-to-approve.png
-   :align: center
-   :alt: Reports to validate are found on the Reports to Approve page.
-
-Reports can be approved in two ways (individually or several at once) and refused only one way. To
-approve multiple expense reports at once, remain in the list view. First, select the reports to
-approve by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
-to select all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
-:guilabel:`Approve Report`.
-
-.. image:: expenses/approve-report.png
-   :align: center
-   :alt: Approve multiple reports by clicking the checkboxes next to each report.
-
-To approve an individual report, click on a report to go to a detailed view of that report. In this
-view, several options are presented: :guilabel:`Approve`, :guilabel:`Refuse`, or :guilabel:`Reset to
-draft`. Click :guilabel:`Approve` to approve the report.
-
-If :guilabel:`Refuse` is clicked, a pop-up window appears. Enter a brief explanation for the refusal
-in the :guilabel:`Reason to refuse Expense` field, then click :guilabel:`Refuse`.
-
-.. image:: expenses/refuse-expense.png
-   :align: center
-   :alt: Send messages in the chatter.
-
-Team managers can easily view all the expense reports for their team members. While in the
-:guilabel:`Reports to Approve` view, click on :guilabel:`Filters`, then click :guilabel:`My Team`.
-This presents all the reports for the manager's team.
-
-.. image:: expenses/my-team-filter.png
-   :align: center
-   :alt: Select the My Team filter.
-
-.. note::
-   If more information is needed, such as a receipt is missing, communication is easy from the
-   chatter. In an individual report, simply type in a message, tagging the proper person (if
-   needed), and post it to the chatter by clicking :guilabel:`Send`. The message is posted in the
-   chatter, and the person tagged will be notified via email of the message, as well as anyone
-   following.
-
-   .. image:: expenses/chatter.png
-      :align: center
-      :alt: Send messages in the chatter.
-
-.. _expenses/post:
-
-Post expenses in accounting
-===========================
-
-Once an expense report is approved, the next step is to post the report to the accounting journal.
-To view all expense reports to post, go to :menuselection:`Expenses --> Expense Reports --> Reports
-To Post`.
-
-.. image:: expenses/post-reports.png
-   :align: center
-   :alt: View reports to post by clicking on expense reports, then reports to post.
-
-Just like approvals, expense reports can be posted in two ways (individually or several at once). To
-post multiple expense reports at once, remain in the list view. First, select the reports to post by
-clicking the check box next to each report, or click the box next to :guilabel:`Employee` to select
-all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
-:guilabel:`Post Entries`.
-
-.. image:: expenses/post-entries.png
-   :align: center
-   :alt: Post multiple reports from the Post Entries view.
-
-To post an individual report, click on a report to go to the detailed view of that report. In this
-view, several options are presented: :guilabel:`Post Journal Entries`, :guilabel:`Report In Next
-Payslip`, or :guilabel:`Refuse`. Click :guilabel:`Post Journal Entries` to post the report.
-
-If :guilabel:`Refuse` is clicked, a pop-up window appears. Enter a brief explanation for the refusal
-in the :guilabel:`Reason to refuse Expense` field, then click :guilabel:`Refuse`. Refused reports
-can be viewed by going to :menuselection:`Expenses app --> Expense Reports  --> All Reports`. This
-list shows all reports, including the refused ones.
-
-.. note::
-   To post expense reports to an accounting journal, the user must have following access rights:
-
-   - Accounting: Accountant or Adviser
-   - Expenses: Manager
-
-.. _expenses/reimburse:
-
-Reimburse employees
-===================
-
-After an expense report is posted to an accounting journal, the next step is to reimburse the
-employee. To view all expense reports to pay, go to :menuselection:`Expenses --> Expense Reports -->
-Reports To Pay`.
-
-.. image:: expenses/reports-to-pay.png
-   :align: center
-   :alt: View reports to pay by clicking on expense reports, then reports to pay.
-
-Just like approvals and posting, expense reports can be paid in two ways (individually or several at
-once). To pay multiple expense reports at once, remain in the list view. First, select the reports
-to pay by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
-to select all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
-:guilabel:`Register Payment`.
-
-.. image:: expenses/register-payment.png
-   :align: center
-   :alt: Post multiple reports by clicking the checkboxes, clicking the gear, then post the entries.
-
-To pay an individual report, click on a report to go to a detailed view of that report. Click
-:guilabel:`Register Payment` to pay the employee.
-
-Re-invoice expenses to customers
-================================
-
-If expenses are tracked on customer projects, expenses can be automatically charged back to the
-customer. This is done by creating an expense report, then creating a sales order with the expensed
-items on it. Then, managers approve the expense report, and the accounting department posts the
-journal entries. Finally, the customer is invoiced.
+If you track expenses on customer projects, you can charge them back to
+your customers automatically.
 
 Setup
 -----
 
-First, specify the invoicing policy for each expense product. Go to :menuselection:`Expenses app -->
-Configuration --> Expense Products`. Click on the expense product to edit, then click
-:guilabel:`Edit`. Under the :guilabel:`Invoicing` section, select the :guilabel:`Invoicing Policy`
-and :guilabel:`Re-Invoicing Policy` by clicking the radio button next to the desired selection.
+-  Enable **Customer Billing** in the Expenses settings
 
-:guilabel:`Invoicing Policy`:
+-  Go to the product configuration menu and set the invoicing method on
+   all your Expense types:
 
-- :guilabel:`Ordered quantities`: Expense product will only invoice expenses based on the ordered
-  quantity.
-- :guilabel:`Delivered quantities`: Expense product will only invoice expenses based on the
-  delivered quantity.
+   -  Ordered quantities: it will invoice expenses based on the ordered
+      quantity
 
-:guilabel:`Re-Invoicing Policy`:
+   -  Delivered quantities: it will invoice expenses based on the
+      expenses quantity
 
-- :guilabel:`No`: Expense product will not be re-invoiced.
-- :guilabel:`At cost`: Expense product will invoice expenses at their real cost.
-- :guilabel:`At sales price`: Expense product will invoice the price set on the sale order.
+   -  At cost: will invoice expenses at their real cost.
 
-Create an expense
------------------
+   -  At sales price: will invoice based on a fixed sales price set on
+      the sale order.
 
-First, when :ref:`creating a new expense <expenses/new>`, the correct information needs to be
-entered in order to re-invoice a customer. Select the :guilabel:`Customer to Reinvoice` from the
-drop-down menu. Next, select the :guilabel:`Analytic Account` the expense will be posted to.
+.. image:: expenses/invoicing_01.png
+  :align: center
 
-.. image:: expenses/reinvoice-expense.png
-   :align: center
-   :alt: Ensure the customer to be invoiced is called out on the expense.
+Create an order
+---------------
 
-Create a quote and sales order
-------------------------------
+-  As a salesman, create and confirm a Sales Order for the services
+   delivered to your customer. If you don't put any expense in the
+   order, it will be added automatically once posted by the
+   accountant.
 
-In the :menuselection:`Sales` app, create a quote for the customer being invoiced, listing the
-expense products. First, click :guilabel:`Create` to create a new quotation. Next, select the
-:guilabel:`Customer` being invoiced for the expenses from the drop-down menu.
+-  Link the expense to the Sale Order.
 
-In the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`. In the :guilabel:`Product`
-field, select the first item being invoiced from the drop-down menu, or type in the product name.
-Then, update the :guilabel:`Quantity`, the :guilabel:`Delivered` quantity, and the :guilabel:`Unit
-Price` if needed. Repeat this for all products being invoiced. When all the products have been added
-to the quote, click :guilabel:`Confirm` and the quotation becomes a sales order.
+.. image:: expenses/invoicing_02.png
+  :align: center
 
-.. image:: expenses/expenses-salesorder.png
-   :align: center
-   :alt: Create and confirm the sales order with the expenses listed as products.
+Submit, validate and post expenses
+----------------------------------
 
-Once the quote turns into a sales order, a :guilabel:`Delivered` column appears. The delivered
-quantity must be updated for each item. Click on the `0.000` field for each product, and enter the
-delivered quantity. When all delivered quantities have been entered, click :guilabel:`Save`.
+-  As a manager, make sure the analytic account is set on every expense
+   line on approving expenses reports. Click the line to add one if
+   missing. Employees are already able to set one when submitting.
 
-Validate and post expenses
---------------------------
+.. image:: expenses/invoicing_03.png
+  :align: center
 
-Only employees with permissions (typically managers or supervisors) can :ref:`approve expenses
-<expenses/approve>`. Before approving an expense report, ensure the :guilabel:`Analytic Account` is
-set on every expense line of a report. If an :guilabel:`Analytic Account` is missing, click
-:guilabel:`Edit` and select the correct account from the drop-down menu, then click
-:guilabel:`Approve` or :guilabel:`Refuse`.
-
-The accounting department is typically responsible for :ref:`posting journal entries
-<expenses/post>`. Once an expense report is approved, it can then be posted.
+-  As an accountant, post journal entries.
 
 Invoice expenses
 ----------------
 
-Once the quote has turned into a sales order, and the expense report has been approved, it is time
-to invoice the customer. Go to :menuselection:`Sales app --> To Invoice --> Orders to Invoice` to
-view the sales orders ready to be invoiced.
+Now you can invoice the order. It shows up in
+:menuselection:`Sales --> Invoicing --> Sales`
+to Invoice. The expenses have been added automatically in the order
+lines. Such items show up in blue (i.e. to invoice).
 
-Next, find the sales order related to the expense report, click into it, and then click
-:guilabel:`Create Invoice` and a :guilabel:`Create invoices` pop-up window appears. Select if the
-invoice is a :guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)`, or :guilabel:`Down
-payment (fixed amount)` by clicking the radio button next to the selection. For either down payment
-options, enter the amount (fixed or percentage) in the :guilabel:`Down Payment Amount` field.
-Finally, click either :guilabel:`create and view invoice` or :guilabel:`create invoice`.
+.. image:: expenses/invoicing_04.png
+  :align: center
+
+e (i.e. to invoice).

content/applications/finance/payment_acquirers/adyen.rst

@@ -47,10 +47,8 @@ API Key and Client Key
 
 In order to retrieve the API Key and the Client Key, log into your Adyen account, go to
 :menuselection:`Developers --> API Credentials`.
-
 - If you already have an API user, open it.
 - If you don't have an API user yet, click on **Create new credential**.
-
 Go to :menuselection:`Server settings --> Authentification` and copy or generate your **API Key**.
 Be careful to copy your API key as you'll not be allowed to get it later without generating a new
 one.
@@ -90,30 +88,17 @@ You have to save the webhook to finalize its creation.
 
 .. _adyen/urls:
 
-API URLs
-~~~~~~~~
+URLs
+~~~~
 
-All Adyen API URLs include a customer area-specific prefix generated by Adyen. To configure the
-URLs, proceed as follows:
+To retrieve the URLs, log into your Adyen account, go to :menuselection:`Developers --> API URLs`.
+Select one of the URLs listed next to :guilabel:`Classic Recurring API` as your
+:guilabel:`Recurring API URL` and one listed next to :guilabel:`Checkout API` as your
+:guilabel:`Checkout API URL`.
 
-#. Log into your Adyen account, then go to :menuselection:`Developers --> API URLs`.
-#. Copy the :guilabel:`Prefix` for your live Customer area (i.e., **data center**) and save it for
-   later.
-
-   .. image:: adyen/adyen-api-urls.png
-     :alt: Copy the prefix for the Adyen APIs
-
-#. In Odoo, :ref:`navigate to the payment acquirer Adyen <payment_acquirers/add_new>`.
-#. In the :guilabel:`Checkout API URL` field, enter the following URL and replace `yourprefix` with the
-   prefix you previously saved: `https://yourprefix.com/checkout`.
-#. In the :guilabel:`Recurring API URL` field, enter the following URL and replace `yourprefix` with
-   the prefix you previously saved: `https://yourprefix.com/pal/servlet/Recurring`.
-
-.. note::
-   If you are trying Adyen as a test, you can use the following URLs instead:
-
-   - :guilabel:`Checkout API URL`: `https://checkout-test.adyen.com/checkout/`
-   - :guilabel:`Recurring API URL`: `https://pal-test.adyen.com/pal/servlet/Recurring/`
+.. image:: adyen/adyen-api-urls.png
+   :align: center
+   :alt: Get the links for the different API.
 
 Adyen Account
 -------------

content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst

@@ -32,7 +32,7 @@ Configure multi-step routes
 ===========================
 
 First, make sure the :guilabel:`Multi-Step Routes` option is enabled in :menuselection:`Inventory
---> Configuration --> Settings`, under the :guilabel:`Warehouse` heading. After enabling the
+--> Configuration --> Settings`, under the ::guilabel:`Warehouse` heading. After enabling the
 setting, :guilabel:`Save` the changes.
 
 .. note::
@@ -60,7 +60,7 @@ Shipments`. :guilabel:`Save` the changes to finish.
    by default, are labeled :guilabel:`WH/Input` and :guilabel:`WH/Output`, respectively, on the
    :guilabel:`Locations` dashboard. To rename these locations, go to :menuselection:`Configuration
    --> Locations`, select the :guilabel:`Location` to change, and then click :guilabel:`Edit`. On
-   the location form, update the :guilabel:`Location Name`, make any other changes (if necessary)
+   the location form, update the ::guilabel:`Location Name`, make any other changes (if necessary)
    and :guilabel:`Save` the changes.
 
 Process a receipt in two steps (input + stock)
@@ -76,12 +76,12 @@ quote as a new purchase order.
 
 .. important::
    For businesses with multiple warehouses that have different step configurations, the
-   :guilabel:`Deliver To` field on the :abbr:`PO (Purchase Order)` form may need to be specified as
+   :guilabel:`Deliver To` field on the ::abbr:`PO (Purchase Order)` form may need to be specifed as
    the correct *input location* connected to the two-step warehouse, which can be done by selecting
    the warehouse from the drop-down selection that includes the `Receipts` label at the end of the
    name.
 
-After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in
+After confirming the ::abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in
 the top-right corner of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated
 receipt.
 
@@ -90,8 +90,8 @@ receipt.
    :alt: After confirming a purchase order, a Receipt smart button will appear.
 
 .. tip::
-   Purchase order receipts can also be found in the :menuselection:`Inventory` application. In the
-   :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
+   Purchase order receipts can also be found in the :menuselection:`Inventory` application. In
+   the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
    :guilabel:`Receipts` kanban card.
 
    .. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png
@@ -143,12 +143,12 @@ Create a sales order
 --------------------
 
 In the :menuselection:`Sales` application, create a new quote by clicking :guilabel:`Create`. Select
-or create a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then
+(or create) a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then
 click :guilabel:`Confirm`.
 
-After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart button will appear in
-the top-right corner of the :abbr:`SO (Sales Order)` form. Click it to reveal the associated
-delivery forms.
+After confirming the ::abbr:`SO (Sales Order)`, a :guilabel:`Receipt` smart button will appear in
+the top-right corner of the :abbr:`PO (Sales Order)` form — click it to reveal the associated
+receipt.
 
 .. image:: receipts_delivery_two_steps/two-step-sales-quote.png
    :align: center
@@ -168,8 +168,8 @@ Process the picking
 -------------------
 
 The picking and delivery order will be created once the sales order is confirmed. When the
-:guilabel:`Delivery` smart button appears, click it to reveal the :guilabel:`Transfers` dashboard,
-which lists both the picking and the delivery orders.
+:guilabel:`Delivery` smart button appears, click it to arrive to the :guilabel:`Transfers`
+dashboard, which lists both the picking and the delivery orders.
 
 The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
 before it can be shipped. The status of the delivery order will be :guilabel:`Waiting Another
@@ -201,8 +201,8 @@ the :guilabel:`# To Process` smart button in the :guilabel:`Delivery Orders` kan
 
 .. tip::
    The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by
-   clicking on the :guilabel:`Delivery` smart button again, and choosing the delivery order on the
-   :guilabel:`Transfers` page (which should now be marked as :guilabel:`Ready`).
+   clicking on the ::guilabel:`Delivery` smart button again, and choosing the delivery order on the
+   ::guilabel:`Transfers` page (which should now be marked as ::guilabel:`Ready`).
 
 .. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png
    :align: center
@@ -217,5 +217,5 @@ Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then c
          the customer location.
 
 Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the
-:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, the
-status of the document will change to :guilabel:`Done`.
+:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then,
+the status of the document will change to :guilabel:`Done`.