[IMP] accounting: follow-up reports

task-3316301

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/1.0.x/', None),
+    'werkzeug': ('https://werkzeug.palletsprojects.com/en/2.3.x/', None),
 }
 
 github_user = 'odoo'
@@ -211,6 +211,7 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    'saas-16.3': "Odoo Online",
     'saas-16.2': "Odoo Online",
     'saas-16.1': "Odoo Online",
     '16.0': "Odoo 16",
@@ -314,13 +315,16 @@ latex_documents = [
      'Odoo Enterprise Subscription Agreement (ES)', '', 'howto'),
     ('legal/terms/i18n/partnership_tex_es',
      'odoo_partnership_agreement_es.tex', 'Odoo Partnership Agreement (ES)', '', 'howto'),
+
+    ('legal/terms/i18n/enterprise_tex_pt_BR', 'odoo_enterprise_agreement_pt_BR.tex',
+     'Odoo Enterprise Subscription Agreement (PT)', '', 'howto'),
 ]
 
 # List of languages that have legal translations (excluding EN). The keys must be in
 # `languages_names`. These translations will have a link to their versions of the legal
 # contracts, instead of the default EN one. The main legal documents are not part of the
 # translations since they have legal meaning.
-legal_translations = ['de', 'es', 'fr', 'nl']
+legal_translations = ['de', 'es', 'fr', 'nl', 'pt_BR']
 
 # The name of an image file (relative to this directory) to place at the top of the title page.
 latex_logo = 'static/img/odoo_logo.png'

content/administration/maintain/supported_versions.rst

@@ -23,47 +23,136 @@ This matrix shows the support status of every version.
 
 **Major releases are in bold type.**
 
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+.. list-table::
-|                 | Odoo Online | Odoo.sh  | On-Premise  | Release date   | End of support         |
+   :header-rows: 1
-+=================+=============+==========+=============+================+========================+
+   :widths: auto
-| Odoo saas~16.2  | |green|     | N/A      | N/A         | March 2023     | June 2023 (planned)    |
+
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * -
-| Odoo saas~16.1  | |green|     | N/A      | N/A         | February 2023  | April 2023             |
+     - Odoo Online
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - Odoo.sh
-| **Odoo 16.0**   | |green|     | |green|  | |green|     | October 2022   | October 2025 (planned) |
+     - On-Premise
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - Release date
-| Odoo saas~15.2  | |red|       | N/A      | N/A         | March 2022     | January 2023           |
+     - End of support
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - Odoo saas~16.3
-| Odoo saas~15.1  | |red|       | N/A      | N/A         | February 2022  | July 2022              |
+     - |green|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - N/A
-| **Odoo 15.0**   | |green|     | |green|  | |green|     | October 2021   | October 2024 (planned) |
+     - N/A
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - June 2023
-| **Odoo 14.0**   | |green|     | |green|  | |green|     | October 2020   | October 2023 (planned) |
+     - September 2023 (planned)
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - Odoo saas~16.2
-| **Odoo 13.0**   | |red|       | |red|    | |red|       | October 2019   | October 2022           |
+     - |green|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - N/A
-| Odoo saas~12.3  | |red|       | N/A      | N/A         | August 2019    |                        |
+     - N/A
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - March 2023
-| **Odoo 12.0**   | |red|       | |red|    | |red|       | October 2018   | October 2021           |
+     - July 2023 (planned)
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - Odoo saas~16.1
-| Odoo saas~11.3  | |red|       | N/A      | N/A         | April 2018     |                        |
+     - |red|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - N/A
-| **Odoo 11.0**   | |red|       | |red|    | |red|       | October 2017   | October 2020           |
+     - N/A
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - February 2023
-| Odoo 10.saas~15 | |red|       | N/A      | N/A         | March 2017     |                        |
+     - April 2023
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - **Odoo 16.0**
-| Odoo 10.saas~14 | |red|       | N/A      | N/A         | January 2017   |                        |
+     - |green|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - |green|
-| **Odoo 10.0**   | |red|       | |red|    | |red|       | October 2016   | October 2019           |
+     - |green|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - October 2022
-| Odoo 9.saas~11  | |red|       | N/A      | N/A         | May 2016       |                        |
+     - October 2025 (planned)
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - Odoo saas~15.2
-| **Odoo 9.0**    | |red|       | N/A      | |red|       | October 2015   | October 2018           |
+     - |red|
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - N/A
-| Odoo 8.saas~6   | |red|       | N/A      | N/A         | February 2015  |                        |
+     - N/A
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+     - March 2022
-| **Odoo 8.0**    | |red|       | N/A      | |red|       | September 2014 | October 2017           |
+     - January 2023
-+-----------------+-------------+----------+-------------+----------------+------------------------+
+   * - Odoo saas~15.1
+     - |red|
+     - N/A
+     - N/A
+     - February 2022
+     - July 2022
+   * - **Odoo 15.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2021
+     - October 2024 (planned)
+   * - **Odoo 14.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2020
+     - October 2023 (planned)
+   * - **Odoo 13.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2019
+     - October 2022
+   * - Odoo saas~12.3
+     - |red|
+     - N/A
+     - N/A
+     - August 2019
+     -
+   * - **Odoo 12.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2018
+     - October 2021
+   * - Odoo saas~11.3
+     - |red|
+     - N/A
+     - N/A
+     - April 2018
+     -
+   * - **Odoo 11.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2017
+     - October 2020
+   * - Odoo 10.saas~15
+     - |red|
+     - N/A
+     - N/A
+     - March 2017
+     -
+   * - Odoo 10.saas~14
+     - |red|
+     - N/A
+     - N/A
+     - January 2017
+     -
+   * - **Odoo 10.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2016
+     - October 2019
+   * - Odoo 9.saas~11
+     - |red|
+     - N/A
+     - N/A
+     - May 2016
+     -
+   * - **Odoo 9.0**
+     - |red|
+     - N/A
+     - |red|
+     - October 2015
+     - October 2018
+   * - Odoo 8.saas~6
+     - |red|
+     - N/A
+     - N/A
+     - February 2015
+     -
+   * - **Odoo 8.0**
+     - |red|
+     - N/A
+     - |red|
+     - September 2014
+     - October 2017
 
 .. note::
 

content/applications/finance/accounting.rst

@@ -1,7 +1,4 @@
-:nosearch:
 :show-content:
-:hide-page-toc:
-:show-toc:
 
 ========================
 Accounting and Invoicing
@@ -15,17 +12,229 @@ development with features such as AI-powered invoice recognition, synchronizatio
 accounts, smart matching suggestions, etc.
 
 .. seealso::
-   - `Odoo Tutorials: Accounting <https://www.odoo.com/slides/accounting-19>`_
+   `Odoo Tutorials: Accounting <https://www.odoo.com/slides/accounting-19>`_
-   - :doc:`Accounting Cheat Sheet <accounting/getting_started/cheat_sheet>`
 
+.. cards::
+
+   .. card:: Get started
+      :target: accounting/get_started
+      :large:
+
+      Basic concepts of accounting and initial setup of your accounting
+
+   .. card:: Taxes
+      :target: accounting/taxes
+
+      Taxes, fiscal positions, and integrations
+
+   .. card:: Customer invoices
+      :target: accounting/customer_invoices
+
+      Customer invoices, payment terms, and electronic invoicing
+
+   .. card:: Vendor bills
+      :target: accounting/vendor_bills
+
+      Vendor bills, assets, and invoice digitization (OCR)
+
+   .. card:: Payments
+      :target: accounting/payments
+
+      Invoices and bills payments (online, checks, batches) and follow-up on invoices
+
+   .. card:: Bank and cash accounts
+      :target: accounting/bank
+
+      Bank synchronization, reconciliation, and cash registers
+
+   .. card:: Reporting
+      :target: accounting/reporting
+
+      Reporting, declarations, and analytic accounting
+
+Double-entry bookkeeping
+========================
+
+Odoo automatically creates all the underlying journal entries for all accounting transactions (e.g.,
+customer invoices, vendor bills, point-of-sales orders, expenses, inventory valuations, etc.).
+
+Odoo uses the double-entry bookkeeping system, whereby every entry needs a corresponding and
+opposite counterpart in a different account, with one account debited and the other credited.
+It ensures that all transactions are recorded accurately and consistently and that the accounts
+always balance.
+
+.. seealso::
+   :doc:`Accounting Cheat Sheet <accounting/get_started/cheat_sheet>`
+
+Accrual and cash basis
+======================
+
+Both accrual and cash basis accounting are supported in Odoo. This allows reporting income and
+expense either when the transaction occurs (accrual basis) or when the payment is made or received
+(cash basis).
+
+.. seealso::
+   :doc:`Cash basis <accounting/taxes/cash_basis>`
+
+Multi-company
+=============
+
+Several companies can be managed within the same database. Each company has its :doc:`chart of
+accounts <accounting/get_started/chart_of_accounts>`, which is also useful to generate consolidation
+reports. Users can access several companies but can only work on a single company's accounting at a
+time.
+
+Multi-currency environment
+==========================
+
+A :doc:`multi-currency <accounting/get_started/multi_currency>` environment with an automated
+exchange rate to ease international transactions is available in Odoo. Every transaction is recorded
+in the company's default currency; for transactions occurring in another currency, Odoo stores both
+the value in the company's currency and the transactions' currency value. Odoo generates currency
+gains and losses after reconciling the journal items.
+
+.. seealso::
+   :doc:`Manage a bank in a foreign currency <accounting/bank/foreign_currency>`
+
+International standards
+=======================
+
+Odoo Accounting supports more than 70 countries. It provides the central standards and mechanisms
+common to all nations, and thanks to country-specific modules, local requirements are fulfilled.
+Fiscal positions exist to address regional specificities like the chart of accounts, taxes, or any
+other requirements.
+
+.. seealso::
+   :doc:`Fiscal localization packages <fiscal_localizations>`
+
+Accounts receivable and payable
+===============================
+
+By default, there is a single account for the account receivable entries and one for the account
+payable entries. As transactions are linked to your **contacts**, you can run a report per customer,
+vendor, or supplier.
+
+The **Partner Ledger** report displays the balance of your customers and suppliers. It is available
+by going to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
+
+Reporting
+=========
+
+The following financial :doc:`reports <accounting/reporting>` are available and updated in
+real-time:
+
++-----------------------------------------------+
+|               Financial reports               |
++============+==================================+
+| Statement  | Balance sheet                    |
+|            +----------------------------------+
+|            | Profit and loss                  |
+|            +----------------------------------+
+|            | Cash flow statement              |
+|            +----------------------------------+
+|            | Tax report                       |
+|            +----------------------------------+
+|            | ES sales list                    |
++------------+----------------------------------+
+| Audit      | General ledger                   |
+|            +----------------------------------+
+|            | Trial balance                    |
+|            +----------------------------------+
+|            | Journal report                   |
+|            +----------------------------------+
+|            | Intrastat report                 |
+|            +----------------------------------+
+|            | Check register                   |
++------------+----------------------------------+
+| Partner    | Partner ledger                   |
+|            +----------------------------------+
+|            | Aged receivable                  |
+|            +----------------------------------+
+|            | Aged payable                     |
++------------+----------------------------------+
+| Management | Invoice analysis                 |
+|            +----------------------------------+
+|            | Unrealized currency gains/losses |
+|            +----------------------------------+
+|            | Depreciation schedule            |
+|            +----------------------------------+
+|            | Disallowed expenses              |
+|            +----------------------------------+
+|            | Budget analysis                  |
+|            +----------------------------------+
+|            | Product margins                  |
+|            +----------------------------------+
+|            | 1099 report                      |
++------------+----------------------------------+
+
+.. tip::
+   :doc:`Create and customize reports <accounting/reporting/customize>` with Odoo's report engine.
+
+Tax report
+----------
+
+Odoo computes all accounting transactions for the specific tax period and uses these totals to
+calculate the tax obligation.
+
+.. important::
+   Once the tax report has been generated for a period, Odoo locks it and prevents the creation of
+   new journal entries involving VAT. Any correction to customer invoices or vendor bills has to
+   be recorded in the next period.
+
+.. note::
+   Depending on the country's localization, an XML version of the tax report can be generated to be
+   uploaded to the VAT platform of the relevant taxation authority.
+
+Bank synchronization
+====================
+
+The bank synchronization system directly connects with your bank institution to automatically
+import all transactions into your database. It gives an overview of your cash flow without logging
+into an online banking system or waiting for paper bank statements.
+
+.. seealso::
+   :doc:`Bank synchronization <accounting/bank/bank_synchronization>`
+
+Inventory valuation
+===================
+
+Both periodic (manual) and perpetual (automated) inventory valuations are supported in Odoo. The
+available methods are standard price, average price, :abbr:`LIFO (Last-In, First-Out)` and
+:abbr:`FIFO (First-In, First-Out).`
+
+.. seealso::
+   :doc:`View the impact of the valuation methods on transactions
+   <../inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
+
+Retained earnings
+=================
+
+Retained earnings are the portion of income retained by a business. Odoo calculates current year
+earnings in real-time, so no year-end journal or rollover is required. The profit
+and loss balance is automatically reported on the balance sheet report.
+
+.. seealso::
+   :doc:`Accounting Cheat Sheet <accounting/get_started/cheat_sheet>`
+
+Fiduciaries
+===========
+
+The :guilabel:`Accounting Firms` mode can be activated by going to :menuselection:`Accounting -->
+Configuration --> Settings --> Accounting Firms mode`. When enabled:
+
+- The document's sequence becomes editable on all documents;
+- The :guilabel:`Total (tax incl.)` field appears to speed up and control the encoding by automating
+  line creation with the right account and tax;
+- :guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when encoding a transaction.
+- A :guilabel:`Quick encoding` option is available for customer invoices and vendor bills.
 
 .. toctree::
    :titlesonly:
 
-   accounting/getting_started
+   accounting/get_started
-   accounting/receivables
+   accounting/taxes
-   accounting/payables
+   accounting/customer_invoices
+   accounting/vendor_bills
+   accounting/payments
    accounting/bank
-   accounting/taxation
    accounting/reporting
-   accounting/others

content/applications/finance/accounting/bank.rst

@@ -1,14 +1,193 @@
-:nosearch:
+:show-content:
 
+======================
+Bank and cash accounts
+======================
+
+You can manage as many bank or cash accounts as needed on your database. Configuring them well
+allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
+<bank/reconciliation>` with your journal entries.
+
+In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated
+account. Both the journal and the account are automatically created and configured whenever you add
+a bank account.
+
+.. note::
+   Cash journals and accounts must be configured manually.
+
+Bank journals are displayed by default on the :guilabel:`Accounting Dashboard` in the form of cards
+which include action buttons.
+
+.. image:: bank/card.png
+   :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons
+
+.. _bank_accounts/manage:
+
+Manage your bank and cash accounts
+==================================
+
+Connect your bank for automatic synchronization
+-----------------------------------------------
+
+To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration
+--> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and
+follow the instructions.
+
+.. seealso::
+   :doc:`bank/bank_synchronization`
+
+Create a bank account
+---------------------
+
+If your banking institution is not available in Odoo, or if you don't want to connect your bank
+account to your database, you can configure your bank account manually.
+
+To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks:
+Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form.
+
+.. note::
+   - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features
+     accordingly.
+   - A default bank journal is available and can be used to configure your bank account by going to
+     :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and
+     edit the different fields to match your bank account information.
+
+Create a cash journal
+---------------------
+
+To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
+Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field.
+
+For more information on the accounting information fields, read the
+:ref:`bank_accounts/configuration` section of this page.
+
+.. note::
+   A default cash journal is available and can be used straight away. You can review it by going to
+   :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`.
+
+Edit an existing bank or cash journal
+-------------------------------------
+
+To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
+Journals` and select the journal you want to modify.
+
+.. _bank_accounts/configuration:
+
+Configuration
 =============
-Bank and cash
+
-=============
+You can edit the accounting information and bank account number according to your needs.
+
+.. image:: bank/bank-journal-config.png
+   :alt: Manually configure your bank information
+
+.. seealso::
+   - :doc:`get_started/multi_currency`
+   - :doc:`bank/bank_statements`
+
+Suspense account
+----------------
+
+Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final
+reconciliation allows finding the right account.
+
+Profit and loss accounts
+------------------------
+
+The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash
+register differs from what the system computes, while the :guilabel:`Loss Account` is used to
+register a loss when the ending balance of a cash register differs from what the system computes.
+
+Currency
+--------
+
+You can edit the currency used to enter the statements.
+
+.. seealso::
+   :doc:`get_started/multi_currency`
+
+Account number
+--------------
+
+If you need to **edit your bank account details**, click on the external link arrow next to your
+:guilabel:`Account Number`. On the new page, click on the external link arrow next to your
+:guilabel:`Bank` and update your bank information accordingly. These details are used when
+registering payments.
+
+.. image:: bank/bank-account-number.png
+   :alt: Edit your bank information
+
+Bank feeds
+----------
+
+:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:
+
+- :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will
+  synchronize your bank account with your database or not.
+- :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import
+  your bank statement using a different format.
+- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized
+  with your database.
+
+.. seealso::
+   - :doc:`bank/bank_synchronization`
+   - :doc:`bank/bank_statements`
+
+.. _bank/outstanding-accounts:
+
+Outstanding accounts
+====================
+
+By default, payments are registered through transitory accounts named **outstanding accounts**,
+before being recorded in your bank account.
+
+- An **outstanding payments account** is where outgoing payments are posted until they are linked
+  with a withdrawal from your bank statement.
+- An **outstanding receipts account** is where incoming payments are posted until they are linked
+  with a deposit from your bank statement.
+
+These accounts should be of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets`.
+
+.. note::
+   The movement from an outstanding account to a bank account is done automatically when you
+   reconcile the bank account with a bank statement.
+
+Default accounts configuration
+------------------------------
+
+The outstanding accounts are defined by default. If necessary, you can update them by going to
+:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your
+:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`.
+
+Bank and cash journals configuration
+------------------------------------
+
+You can also set specific outstanding accounts for any journal with the :ref:`type
+<chart-of-account/type>` :guilabel:`Bank` or :guilabel:`Cash`.
+
+From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to
+configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing
+Payments` tab. To display the outstanding accounts column, click on the toggle button and check the
+:guilabel:`Outstanding Receipts/Payments accounts`, then update the account.
+
+.. image:: bank/toggle-button.png
+   :align: center
+   :alt: Select the toggle button and click on outstanding Accounts
+
+.. note::
+   - If you do not specify an outstanding payments account or an outstanding receipts account for a
+     specific journal, Odoo uses the default outstanding accounts.
+   - If your main bank account is added as an outstanding receipts account or outstanding payments
+     account, when a payment is registered, the invoice or bill's status is directly set to
+     :guilabel:`Paid`.
 
 .. toctree::
    :titlesonly:
 
-   bank/setup
    bank/bank_synchronization
    bank/bank_statements
    bank/reconciliation
-   bank/interbank
+   bank/reconciliation_cash
+   bank/reconciliation_models
+   bank/foreign_currency
+   bank/cash_register

content/applications/finance/accounting/bank/bank_synchronization.rst

@@ -17,7 +17,7 @@ To connect to the banks, Odoo uses multiple web-services:
 
 - **Plaid**: United States of America and Canada
 - **Yodlee**: Worldwide
-- :doc:`Salt Edge <bank_synchronization/saltedge>`: Europe
+- :doc:`Salt Edge <bank_synchronization/saltedge>`: Worldwide
 - :doc:`Ponto <bank_synchronization/ponto>`: Europe
 - :doc:`Enable Banking <bank_synchronization/enablebanking>`: Scandinavian countries
 

content/applications/finance/accounting/bank/cash_register.rst

@@ -1,6 +1,6 @@
-======================
+=============
-Manage a cash register
+Cash register
-======================
+=============
 
 The cash register is a journal to register receivings and payments transactions.
 It calculates the total money in and out, computing the total balance.
@@ -8,7 +8,7 @@ It calculates the total money in and out, computing the total balance.
 Configuration
 =============
 
-.. image:: manage_cash_register/journal.png
+.. image:: cash_register/journal.png
    :align: center
 
 1. Configure the Cash journal in :menuselection:`Accounting --> Configuration -->
@@ -40,7 +40,7 @@ Put money in is used to placed your cash manually before starting your
 transactions. From the Register Transactions window, go to :menuselection:`More
 --> Put money in`
 
-.. image:: manage_cash_register/put-money-in.png
+.. image:: cash_register/put-money-in.png
    :align: center
 
 Take money out
@@ -50,7 +50,7 @@ Take money out is used to collect/get yor your cash manually after
 ending all your transactions. From the Register Transaction windows, go to :menuselection:`More
 --> Take money out`
 
-.. image:: manage_cash_register/put-money-out.png
+.. image:: cash_register/put-money-out.png
    :align: center
 
 The transactions will be added to the current cash payment registration.

content/applications/finance/accounting/bank/reconciliation.rst

@@ -1,12 +1,95 @@
-:nosearch:
-
 ===================
 Bank reconciliation
 ===================
 
-.. toctree::
+Overview
-   :titlesonly:
+========
 
-   reconciliation/cash_transactions
+Matching your bank statements with your accounting records can be a tedious task. You need to find the corresponding invoices, compare the amounts and partners' details with those in the bank statement. These steps can take a lot of time. Luckily, with Odoo you can very easily match your invoices or any other payment document with your bank statements.
-   reconciliation/use_cases
+
-   reconciliation/reconciliation_models
+Two options of the reconciliation process exist in Odoo.
+
+1. We can directly specify the payment on the invoice
+2. We can reconcile open invoices with bank statements
+
+Configuration
+=============
+
+No special configuration is necessary to record invoices. All we need
+to do is to install the accounting app.
+
+.. image:: reconciliation/use01.png
+
+Use cases
+=========
+
+Case 1: Payments registration
+-----------------------------
+
+We received the proof of payment of our invoice in the amount of 2100 euros issued to
+Smith & Co.
+
+We start at our issued Invoice of 2100 euros for Smith & Co. Because the
+sold product is a service we demand an immediate payment. Our accountant
+only handles bank statements at the end of week, so we have to mark
+this invoice as paid immediately in order to indicate that we can start rendering services to our
+customer.
+
+Our customer send us a payment confirmation. We can thus register a
+payment and mark the invoice as paid.
+
+.. image:: reconciliation/use02.png
+
+By clicking on **register payment,** we are telling Odoo that our
+customer has paid the Invoice. We thus have to specify the amount and the
+payment method.
+
+.. image:: reconciliation/use03.png
+
+Now we can always find the payment details in the Invoice by clicking on the
+:menuselection:`Info --> Open Payment`.
+
+.. image:: reconciliation/use04.png
+
+The invoice has been paid and **the reconciliation has been done
+automatically.**
+
+Case 2: Bank statements reconciliations
+---------------------------------------
+
+We start at our issued Invoice of 3000 euros for Smith & Co. Let's also
+assume that other Invoices are open for different customers.
+
+.. image:: reconciliation/use05.png
+
+We receive our bank statement and find that not only the invoice issued to Smith & Co has
+been paid, but the one to Buzz of 92 euros as well.
+
+**Import** or **Create** the bank statements. Please refer to the
+documents from the Bank Feeds section.
+
+.. image:: reconciliation/use06.png
+
+On the dashboard, click on **Reconcile # Items**
+
+.. image:: reconciliation/use07.png
+
+If everything was right (correct partner name, right amount) odoo will
+do the reconciliations **automatically**.
+
+.. image:: reconciliation/use08.png
+
+If some issues are found, you will need to take **manual actions**.
+
+For example, if the partner is missing from your bank statement, just
+fill it in :
+
+.. image:: reconciliation/use09.png
+
+If the payment is done with a down payment, just check if it is all
+right and validate all related payments :
+
+.. image:: reconciliation/use10.png
+
+.. seealso::
+   :doc:`bank_synchronization`

content/applications/finance/accounting/bank/reconciliation/use_cases.rst

@@ -1,105 +0,0 @@
-=======================================
-Bank reconciliation process - use cases
-=======================================
-
-Overview
-========
-
-Matching your bank statements with your accounting records can be a tedious task. You need to find the corresponding invoices, compare the amounts and partners' details with those in the bank statement. These steps can take a lot of time. Luckily, with Odoo you can very easily match your invoices or any other payment document with your bank statements.
-
-Two options of the reconciliation process exist in Odoo.
-
-1. We can directly specify the payment on the invoice
-2. We can reconcile open invoices with bank statements
-
-Configuration
-=============
-
-No special configuration is necessary to record invoices. All we need
-to do is to install the accounting app.
-
-.. image:: use_cases/use01.png
-   :align: center
-
-Use cases
-=========
-
-Case 1: Payments registration
------------------------------
-
-We received the proof of payment of our invoice in the amount of 2100 euros issued to
-Smith & Co.
-
-We start at our issued Invoice of 2100 euros for Smith & Co. Because the
-sold product is a service we demand an immediate payment. Our accountant
-only handles bank statements at the end of week, so we have to mark
-this invoice as paid immediately in order to indicate that we can start rendering services to our
-customer.
-
-Our customer send us a payment confirmation. We can thus register a
-payment and mark the invoice as paid.
-
-.. image:: use_cases/use02.png
-   :align: center
-
-By clicking on **register payment,** we are telling Odoo that our
-customer has paid the Invoice. We thus have to specify the amount and the
-payment method.
-
-.. image:: use_cases/use03.png
-   :align: center
-
-Now we can always find the payment details in the Invoice by clicking on the
-:menuselection:`Info --> Open Payment`.
-
-.. image:: use_cases/use04.png
-   :align: center
-
-The invoice has been paid and **the reconciliation has been done
-automatically.**
-
-Case 2: Bank statements reconciliations
----------------------------------------
-
-We start at our issued Invoice of 3000 euros for Smith & Co. Let's also
-assume that other Invoices are open for different customers.
-
-.. image:: use_cases/use05.png
-   :align: center
-
-We receive our bank statement and find that not only the invoice issued to Smith & Co has
-been paid, but the one to Buzz of 92 euros as well.
-
-**Import** or **Create** the bank statements. Please refer to the
-documents from the Bank Feeds section.
-
-.. image:: use_cases/use06.png
-   :align: center
-
-On the dashboard, click on **Reconcile # Items**
-
-.. image:: use_cases/use07.png
-   :align: center
-
-If everything was right (correct partner name, right amount) odoo will
-do the reconciliations **automatically**.
-
-.. image:: use_cases/use08.png
-   :align: center
-
-If some issues are found, you will need to take **manual actions**.
-
-For example, if the partner is missing from your bank statement, just
-fill it in :
-
-.. image:: use_cases/use09.png
-   :align: center
-
-If the payment is done with a down payment, just check if it is all
-right and validate all related payments :
-
-.. image:: use_cases/use10.png
-   :align: center
-
-.. seealso::
-   :doc:`../bank_synchronization`

content/applications/finance/accounting/bank/reconciliation_cash.rst

@@ -8,7 +8,7 @@ reconciled with a bank statement. It is possible to :ref:`bypass <cash-reconcili
 *In Payment* status for cash transactions, therefore removing the need to reconcile with a bank
 statement.
 
-.. image:: cash_transactions/cash-inpayment-status.png
+.. image:: reconciliation_cash/cash-inpayment-status.png
    :align: center
    :alt: In Payment status of invoice or bill.
 
@@ -18,7 +18,7 @@ Cash logs
 At the start of each day, create a **cash log**. To do so, go to your :guilabel:`Accounting
 Dashboard` and click :guilabel:`New Transaction` in the :guilabel:`Cash` journal.
 
-.. image:: cash_transactions/new-transaction.png
+.. image:: reconciliation_cash/new-transaction.png
    :align: center
    :alt: Create a new cash log.
 
@@ -27,7 +27,7 @@ Create your invoice by going to :menuselection:`Accounting dashboard --> Custome
 confirm it. Click :guilabel:`Register Payment` and select the cash :guilabel:`Journal`. Repeat the
 process for each invoice.
 
-.. image:: cash_transactions/cash-payment-journal.png
+.. image:: reconciliation_cash/cash-payment-journal.png
    :align: center
    :alt: Select Cash journal upon payment registration.
 
@@ -49,7 +49,7 @@ created earlier. To be able to match all cash payments, make sure no **partner**
 partner. Then, pair (or match) each cash payment with your cash log by clicking on the payment in
 the :guilabel:`Customer/Vendor Matching`, and :guilabel:`validate`.
 
-.. image:: cash_transactions/cash-payment-reconciliation.png
+.. image:: reconciliation_cash/cash-payment-reconciliation.png
    :align: center
    :alt: Cash payments reconciliation.
 
@@ -73,7 +73,7 @@ Configuration` tab and set a `Cash` account in both the :guilabel:`Outstanding R
 :guilabel:`Outstanding Payments Account` fields, then save. Payments registered in the **cash**
 journal now bypass the *In Payment* status.
 
-.. image:: cash_transactions/cash-payments-config.png
+.. image:: reconciliation_cash/cash-payments-config.png
    :align: center
    :alt: Configuration tab of the cash journal.
 

content/applications/finance/accounting/bank/reconciliation_models.rst

@@ -9,7 +9,7 @@ with **recurrent entries** such as bank fees.
 
 .. note::
    Reconciliation models are also useful when handling *Cash Discounts*. Please refer to
-   :doc:`the cash discounts <../../receivables/customer_invoices/cash_discounts>` for more
+   :doc:`the cash discounts <../customer_invoices/cash_discounts>` for more
    information.
 
 .. _reconciliation_models_types:
@@ -121,6 +121,6 @@ second time.
 
 .. seealso::
 
-   - :doc:`use_cases`
+   - :doc:`reconciliation`
-   - :doc:`../bank_synchronization`
+   - :doc:`bank_synchronization`
-   - :doc:`../../receivables/customer_invoices/cash_discounts`
+   - :doc:`../customer_invoices/cash_discounts`

content/applications/finance/accounting/bank/setup.rst

@@ -1,13 +0,0 @@
-:nosearch:
-
-=====
-Setup
-=====
-
-.. toctree::
-   :titlesonly:
-
-   setup/bank_accounts
-   setup/foreign_currency
-   setup/manage_cash_register
-   setup/outstanding_accounts

content/applications/finance/accounting/bank/setup/bank_accounts.rst

@@ -1,136 +0,0 @@
-=============
-Bank accounts
-=============
-
-You can manage as many bank or cash accounts as needed on your database. Configuring them well
-allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
-<../reconciliation/use_cases>` with your journal entries.
-
-In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated
-account. Both the journal and the account are automatically created and configured whenever you add
-a bank account.
-
-.. note::
-   Cash journals and accounts must be configured manually.
-
-Bank journals are displayed by default on the :guilabel:`Accounting Dashboard` in the form of cards
-which include action buttons.
-
-.. image:: bank_accounts/card.png
-   :align: center
-   :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons
-
-.. _bank_accounts/manage:
-
-Manage your bank and cash accounts
-==================================
-
-Connect your bank for automatic synchronization
------------------------------------------------
-
-To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration
---> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and
-follow the instructions.
-
-.. seealso::
-   :doc:`../bank_synchronization`
-
-Create a bank account
----------------------
-
-If your banking institution is not available in Odoo, or if you don't want to connect your bank
-account to your database, you can configure your bank account manually.
-
-To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks:
-Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form.
-
-.. note::
-   - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features
-     accordingly.
-   - A default bank journal is available and can be used to configure your bank account by going to
-     :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and
-     edit the different fields to match your bank account information.
-
-Create a cash journal
----------------------
-
-To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
-Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field.
-
-For more information on the accounting information fields, read the
-:ref:`bank_accounts/configuration` section of this page.
-
-.. note::
-   A default cash journal is available and can be used straight away. You can review it by going to
-   :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`.
-
-Edit an existing bank or cash journal
--------------------------------------
-
-To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
-Journals` and select the journal you want to modify.
-
-.. _bank_accounts/configuration:
-
-Configuration
-=============
-
-You can edit the accounting information and bank account number according to your needs.
-
-.. image:: bank_accounts/bank-journal-config.png
-   :align: center
-   :alt: Manually configure your bank information
-
-.. seealso::
-   - :doc:`../../others/multi_currency`
-   - :doc:`../bank_statements`
-   - :doc:`../setup/outstanding_accounts`
-
-Suspense account
-----------------
-
-Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final
-reconciliation allows finding the right account.
-
-Profit and loss accounts
-------------------------
-
-The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash
-register differs from what the system computes, while the :guilabel:`Loss Account` is used to
-register a loss when the ending balance of a cash register differs from what the system computes.
-
-Currency
---------
-
-You can edit the currency used to enter the statements.
-
-.. seealso::
-   :doc:`../../others/multi_currency`
-
-Account number
---------------
-
-If you need to **edit your bank account details**, click on the external link arrow next to your
-:guilabel:`Account Number`. On the new page, click on the external link arrow next to your
-:guilabel:`Bank` and update your bank information accordingly. These details are used when
-registering payments.
-
-.. image:: bank_accounts/bank-account-number.png
-   :align: center
-   :alt: Edit your bank information
-
-Bank feeds
-----------
-
-:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:
-
-- :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will
-  synchronize your bank account with your database or not.
-- :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import
-  your bank statement using a different format.
-- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized
-  with your database.
-
-.. seealso::
-   - :doc:`../bank_synchronization`
-   - :doc:`../bank_statements`

content/applications/finance/accounting/bank/setup/outstanding_accounts.rst

@@ -1,49 +0,0 @@
-====================
-Outstanding accounts
-====================
-
-By default, payments are registered through transitory accounts named **outstanding accounts**,
-before being recorded in your bank account.
-
-- An **outstanding payments account** is where outgoing payments are posted until they are linked
-  with a withdrawal from your bank statement.
-- An **outstanding receipts account** is where incoming payments are posted until they are linked
-  with a deposit from your bank statement.
-
-These accounts should be of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets`.
-
-.. note::
-   The movement from an outstanding account to a bank account is done automatically when you
-   reconcile the bank account with a bank statement.
-
-Configuration
-=============
-
-Default accounts configuration
-------------------------------
-
-The outstanding accounts are defined by default. If necessary, you can update them by going to
-:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your
-:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`.
-
-Bank and cash journals configuration
-------------------------------------
-
-You can also set specific outstanding accounts for any journal with the :ref:`type
-<chart-of-account/type>` :guilabel:`Bank` or :guilabel:`Cash`.
-
-From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to
-configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing
-Payments` tab. To display the outstanding accounts column, click on the toggle button and check the
-:guilabel:`Outstanding Receipts/Payments accounts`, then update the account.
-
-.. image:: outstanding_accounts/toggle-button.png
-   :align: center
-   :alt: Select the toggle button and click on outstanding Accounts
-
-.. note::
-   - If you do not specify an outstanding payments account or an outstanding receipts account for a
-     specific journal, Odoo uses the default outstanding accounts.
-   - If your main bank account is added as an outstanding receipts account or outstanding payments
-     account, when a payment is registered, the invoice or bill's status is directly set to
-     :guilabel:`Paid`.

content/applications/finance/accounting/customer_invoices.rst

@@ -1,4 +1,9 @@
-============================================
+:show-content:
+
+=================
+Customer invoices
+=================
+
 From Customer Invoice to Payments Collection
 ============================================
 
@@ -9,7 +14,7 @@ spanning multiple invoices and taking discounts for early payments, you
 can do so efficiently and accurately.
 
 From Draft Invoice to Profit and Loss
-=====================================
+-------------------------------------
 
 If we pick up at the end of a typical 'order to cash' scenario, after
 the goods have been shipped, you will: issue an invoice; receive
@@ -27,7 +32,7 @@ point, Odoo supports the creation of what is called a Draft Invoice by
 Warehouse staff.
 
 Invoice creation
-================
+----------------
 
 Draft invoices can be manually generated from other documents such as
 Sales Orders, Purchase Orders,etc. Although you can create a draft
@@ -39,7 +44,7 @@ and delivered. It must also include other information needed to pay the
 invoice in a timely and precise manner.
 
 Draft invoices
-==============
+--------------
 
 The system generates invoice which are initially set to the Draft state.
 While these invoices
@@ -55,11 +60,9 @@ Let's create a customer invoice with following information:
 - Unit Price: 100
 - Taxes: Tax 15%
 
-.. image:: customer_invoice/invoice01.png
+.. image:: customer_invoices/invoice01.png
-   :align: center
 
-.. image:: customer_invoice/invoice02.png
+.. image:: customer_invoices/invoice02.png
-   :align: center
 
 The document is composed of three parts:
 
@@ -68,7 +71,7 @@ The document is composed of three parts:
 -  the bottom of the page, with detail about the taxes, and the totals.
 
 Open or Pro-forma invoices
-==========================
+--------------------------
 
 An invoice will usually include the quantity and the price of goods
 and/or services, the date, any parties involved, the unique invoice
@@ -80,25 +83,22 @@ then moves from the Draft state to the Open state.
 When you have validated an invoice, Odoo gives it a unique number from a
 defined, and modifiable, sequence.
 
-.. image:: customer_invoice/invoice03.png
+.. image:: customer_invoices/invoice03.png
-   :align: center
 
 Accounting entries corresponding to this invoice are automatically
 generated when you validate the invoice. You can see the details by
 clicking on the entry in the Journal Entry field in the "Other Info"
 tab.
 
-.. image:: customer_invoice/invoice04.png
+.. image:: customer_invoices/invoice04.png
-   :align: center
 
 Send the invoice to customer
-============================
+----------------------------
 
 After validating the customer invoice, you can directly send it to the
 customer via the 'Send by email' functionality.
 
-.. image:: customer_invoice/invoice05.png
+.. image:: customer_invoices/invoice05.png
-   :align: center
 
 A typical journal entry generated from a validated invoice will look
 like as follows:
@@ -114,7 +114,7 @@ like as follows:
 +-----------------------+---------------+----------------+-------------+--------------+
 
 Payment
-=======
+-------
 
 In Odoo, an invoice is considered to be paid when the associated
 accounting entry has been reconciled with the payment entries. If there
@@ -133,7 +133,7 @@ follows:
 +-----------------------+---------------+----------------+-------------+--------------+
 
 Receive a partial payment through the bank statement
-====================================================
+----------------------------------------------------
 
 You can manually enter your bank statements in Odoo, or you can import
 them in from a csv file or from several other predefined formats
@@ -142,16 +142,14 @@ according to your accounting localisation.
 Create a bank statement from the accounting dashboard with the related
 journal and enter an amount of $100 .
 
-.. image:: customer_invoice/invoice06.png
+.. image:: customer_invoices/invoice06.png
-   :align: center
 
 Reconcile
-=========
+---------
 
 Now let's reconcile!
 
-.. image:: customer_invoice/invoice07.png
+.. image:: customer_invoices/invoice07.png
-   :align: center
 
 You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom.
 
@@ -159,20 +157,17 @@ After reconciling the items in the sheet, the related invoice will now
 display "You have outstanding payments for this customer. You can
 reconcile them to pay this invoice. "
 
-.. image:: customer_invoice/invoice08.png
+.. image:: customer_invoices/invoice08.png
-   :align: center
 
-.. image:: customer_invoice/invoice09.png
+.. image:: customer_invoices/invoice09.png
-   :align: center
 
 Apply the payment. Below, you can see that the payment has been added to
 the invoice.
 
-.. image:: customer_invoice/invoice10.png
+.. image:: customer_invoices/invoice10.png
-   :align: center
 
 Payment Followup
-================
+----------------
 
 There's a growing trend of customers paying bills later and later.
 Therefore, collectors must make every effort to collect money and
@@ -189,14 +184,12 @@ will be executed.
 By going to the customer record and diving into the "Overdue Payments"
 you will see the follow-up message and all overdue invoices.
 
-.. image:: customer_invoice/invoice11.png
+.. image:: customer_invoices/invoice11.png
-   :align: center
 
-.. image:: customer_invoice/invoice12.png
+.. image:: customer_invoices/invoice12.png
-   :align: center
 
 Customer aging report:
-----------------------
+~~~~~~~~~~~~~~~~~~~~~~
 
 The customer aging report will be an additional key tool for the
 collector to understand the customer credit issues, and to prioritize
@@ -205,32 +198,41 @@ their work.
 Use the aging report to determine which customers are overdue and begin
 your collection efforts.
 
-.. image:: customer_invoice/invoice13.png
+.. image:: customer_invoices/invoice13.png
-   :align: center
 
 Profit and loss
-===============
+---------------
 
 The Profit and Loss statement displays your revenue and expense details.
 Ultimately, this gives you a clear image of your Net Profit and Loss. It
 is sometimes referred to as the "Income Statement" or "Statement of
 Revenues and Expenses."
 
-.. image:: customer_invoice/invoice14.png
+.. image:: customer_invoices/invoice14.png
-   :align: center
 
 Balance sheet
-=============
+-------------
 
 The balance sheet summarizes your company's liabilities,
 assets and equity at a specific moment in time.
 
-.. image:: customer_invoice/invoice15.png
+.. image:: customer_invoices/invoice15.png
-   :align: center
 
-.. image:: customer_invoice/invoice16.png
+.. image:: customer_invoices/invoice16.png
-   :align: center
 
 For example, if you manage your inventory using the perpetual accounting
 method, you should expect a decrease in account "Current Assets" once
 the material has been shipped to the customer.
+
+.. toctree::
+   :titlesonly:
+
+   customer_invoices/overview
+   customer_invoices/payment_terms
+   customer_invoices/cash_discounts
+   customer_invoices/credit_notes
+   customer_invoices/cash_rounding
+   customer_invoices/deferred_revenues
+   customer_invoices/electronic_invoicing
+   customer_invoices/snailmail
+   customer_invoices/epc_qr_code

content/applications/finance/accounting/customer_invoices/cash_discounts.rst

@@ -1,6 +1,6 @@
-====================
+==============
-Offer cash discounts
+Cash discounts
-====================
+==============
 
 Cash discounts are incentives you can offer to customers to motivate
 them to pay within a specific time frame. For instance, you offer a 2%
@@ -64,5 +64,5 @@ match the payment with the two related journal entries.
 
 
 .. seealso::
-  * :doc:`../../receivables/customer_invoices/payment_terms`
+  * :doc:`payment_terms`
-  * :doc:`../../bank/reconciliation/reconciliation_models`
+  * :doc:`../bank/reconciliation_models`

content/applications/finance/accounting/customer_invoices/deferred_revenues.rst

@@ -191,5 +191,5 @@ You have three choices for the **Automate Deferred Revenue** field:
    automate its sale. (see: `Choose a different Income Account for specific products`_).
 
 .. seealso::
-   * :doc:`../../getting_started/initial_configuration/chart_of_accounts`
+   * :doc:`../get_started/chart_of_accounts`
    * `Odoo Academy: Deferred Revenues (Recognition) <https://www.odoo.com/r/EWO>`_

content/applications/finance/accounting/customer_invoices/epc_qr_code.rst

@@ -0,0 +1,61 @@
+============
+EPC QR codes
+============
+
+European Payments Council quick response codes, or **EPC QR codes**, are two-dimensional barcodes
+that customers can scan with their **mobile banking applications** to initiate a **SEPA credit
+transfer (SCT)** and pay their invoices instantly.
+
+In addition to bringing ease of use and speed, it greatly reduces typing errors that would
+potentially make for payment issues.
+
+.. note::
+   This feature is only available for companies in several European countries such as Austria,
+   Belgium, Finland, Germany, and the Netherlands.
+
+.. seealso::
+   - :doc:`../bank`
+   - `Odoo Academy: QR Code on Invoices for European Customers <https://www.odoo.com/r/VuU>`_
+
+Configuration
+=============
+
+Go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`QR
+Codes` feature in the :guilabel:`Customer Payments` section.
+
+Configure your bank account's journal
+-------------------------------------
+
+Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo with your IBAN and BIC.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your bank journal,
+then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Bank Account
+Number` column.
+
+.. image:: epc_qr_code/bank-journal.png
+   :alt: Bank account number column in the bank journal
+
+Issue invoices with EPC QR codes
+================================
+
+EPC QR codes are added automatically to your invoices. Customers whose bank supports making payments
+via EPC QR codes will be able to scan the code and pay the invoice.
+
+Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a new invoice.
+
+Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically fills out the
+:guilabel:`Recipient Bank` field with your IBAN.
+
+.. note::
+   In the :guilabel:`Other Info` tab, the account indicated in the :guilabel:`Recipient Bank` field
+   is used to receive your customer's payment. Odoo automatically populates this field with your
+   IBAN by default and uses it to generate the EPC QR code.
+
+When the invoice is printed or previewed, the QR code is included at the bottom.
+
+.. image:: epc_qr_code/invoice-qr-code.png
+   :alt: QR code on a customer invoice
+
+.. tip::
+   If you want to issue an invoice without an EPC QR code, remove the IBAN indicated in the
+   :guilabel:`Recipient Bank` field, under the :guilabel:`Other Info` tab of the invoice.

content/applications/finance/accounting/customer_invoices/overview.rst

@@ -159,4 +159,4 @@ Vendor bills and customer invoices forms are automatically created and populated
 invoices.
 
 .. seealso::
-   - :doc:`/applications/finance/accounting/payables/supplier_bills/invoice_digitization`
+   - :doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`

content/applications/finance/accounting/customer_invoices/snailmail.rst

@@ -44,7 +44,7 @@ your customer’s address is set correctly, including the country, before sendin
 Pricing
 =======
 
-Snailmail is an :doc:`../../../../general/in_app_purchase` service that requires prepaid stamps
+Snailmail is an :doc:`/applications/general/in_app_purchase` service that requires prepaid stamps
 (=credits) to work. Sending one document consumes one stamp.
 
 To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer

content/applications/finance/accounting/get_started.rst

@@ -1,6 +1,8 @@
-===================================================
+:show-content:
-Initial setup of Odoo Accounting and Odoo Invoicing
+
-===================================================
+===========
+Get started
+===========
 
 When you first open your Odoo Accounting app, the *Accounting Overview* page welcomes you with a
 step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is
@@ -20,8 +22,7 @@ Accounting onboarding banner
 
 The step-by-step Accounting onboarding banner is composed of four steps:
 
-.. image:: setup/setup_accounting_onboarding.png
+.. image:: get_started/setup_accounting_onboarding.png
-   :align: center
    :alt: Step-by-step onboarding banner in Odoo Accounting
 
 #. :ref:`accounting-setup-company`
@@ -38,8 +39,7 @@ This menu allows you to add your company’s details such as the name, address,
 number, email address, and Tax ID, or VAT number. These details are then displayed on your documents,
 such as on invoices.
 
-.. image:: setup/setup_company.png
+.. image:: get_started/setup_company.png
-   :align: center
    :alt: Add your company's details in Odoo Accounting and Odoo Invoicing
 
 .. note::
@@ -55,7 +55,7 @@ Connect your bank account to your database and have your bank statements synced
 so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
 
 .. note::
-   :doc:`Click here <../../bank/bank_synchronization>` for more information about this feature.
+   :doc:`Click here <bank/bank_synchronization>` for more information about this feature.
 
 If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
 your database, you may also configure your bank account manually by clicking on *Create it*, and
@@ -74,7 +74,7 @@ filling out the form.
 .. note::
    - You can add as many bank accounts as needed with this tool by going to :menuselection:`Accounting
      --> Configuration`, and clicking on *Add a Bank Account*.
-   - :doc:`Click here <../../bank/setup/bank_accounts>` for more information about Bank
+   - :doc:`Click here <bank>` for more information about Bank
      Accounts.
 
 .. _accounting-setup-periods:
@@ -104,12 +104,11 @@ opening balances.
 Basic settings are displayed on this page to help you review your Chart of Accounts. To access all
 the settings of an account, click on the *double arrow button* at the end of the line.
 
-.. image:: setup/setup_chart_of_accounts.png
+.. image:: get_started/setup_chart_of_accounts.png
-   :align: center
    :alt: Setup of the Chart of Accounts and their opening balances in Odoo Accounting
 
 .. note::
-   :doc:`Click here <chart_of_accounts>` for more information on how to configure your Chart of
+   :doc:`Click here <get_started/chart_of_accounts>` for more information on how to configure your Chart of
    Accounts.
 
 Invoicing onboarding banner
@@ -124,8 +123,7 @@ If you have Odoo Accounting installed on your database, you can reach it by goin
 
 The Invoicing onboarding banner is composed of four main steps:
 
-.. image:: setup/setup_invoicing_onboarding.png
+.. image:: get_started/setup_invoicing_onboarding.png
-   :align: center
    :alt: Step-by-step onboarding banner in Odoo Invoicing
 
 #. :ref:`invoicing-setup-company`
@@ -154,8 +152,7 @@ automatically adds the company's phone number, email, website URL, and Tax ID (o
 footer, according to the values you previously configured in the :ref:`Company Data
 <accounting-setup-company>`.
 
-.. image:: setup/setup_document_layout.png
+.. image:: get_started/setup_document_layout.png
-   :align: center
    :alt: Document layout configuration in Odoo Invoicing
 
 .. tip::
@@ -186,8 +183,17 @@ Sample Invoice
 Send yourself a sample invoice by email to make sure everything is correctly configured.
 
 .. seealso::
-   * :doc:`../../bank/setup/bank_accounts`
+   * :doc:`bank`
-   * :doc:`chart_of_accounts`
+   * :doc:`get_started/chart_of_accounts`
-   * :doc:`../../bank/bank_synchronization`
+   * :doc:`bank/bank_synchronization`
-   * :doc:`../../../fiscal_localizations`
+   * :doc:`../fiscal_localizations`
    * `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_
+
+.. toctree::
+   :titlesonly:
+
+   get_started/cheat_sheet
+   get_started/chart_of_accounts
+   get_started/multi_currency
+   get_started/avg_price_valuation
+   get_started/vat_units