diff --git a/account_check_deposit/README.rst b/account_check_deposit/README.rst index fb59e752d..f11a1c482 100644 --- a/account_check_deposit/README.rst +++ b/account_check_deposit/README.rst @@ -2,10 +2,13 @@ Account Check Deposit ===================== -.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:41747ebd4f8fb70bce69f582adfd44d6c18190ac3a960ded3a082c18405a3224 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png :target: https://odoo-community.org/page/development-status @@ -14,22 +17,23 @@ Account Check Deposit :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github - :target: https://github.com/OCA/account-financial-tools/tree/15.0/account_check_deposit + :target: https://github.com/OCA/account-financial-tools/tree/17.0/account_check_deposit :alt: OCA/account-financial-tools .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/account-financial-tools-15-0/account-financial-tools-15-0-account_check_deposit + :target: https://translation.odoo-community.org/projects/account-financial-tools-17-0/account-financial-tools-17-0-account_check_deposit :alt: Translate me on Weblate -.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/92/15.0 - :alt: Try me on Runbot +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png + :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=17.0 + :alt: Try me on Runboat -|badge1| |badge2| |badge3| |badge4| |badge5| +|badge1| |badge2| |badge3| |badge4| |badge5| -This module allows you to easily manage check deposits: you can select all -the checks you received and create a global deposit for the selected checks. -This module supports multi-currency ; each deposit has a currency and all the -checks of the deposit must have the same currency (so, if you have checks in -EUR and checks in USD, you must create 2 deposits: one in EUR and one in USD). +This module allows you to easily manage check deposits: you can select +all the checks you received and create a global deposit for the selected +checks. This module supports multi-currency ; each deposit has a +currency and all the checks of the deposit must have the same currency +(so, if you have checks in EUR and checks in USD, you must create 2 +deposits: one in EUR and one in USD). **Table of contents** @@ -39,46 +43,58 @@ EUR and checks in USD, you must create 2 deposits: one in EUR and one in USD). Configuration ============= -In the menu *Invoicing > Configuration > Accounting > Journals*, create a new -journal: +In the menu *Invoicing > Configuration > Accounting > Journals*, create +a new journal: -* Name: Checks Received -* Type: Bank -* Short Code: CHK (or any code you want) -* in the tab *Incoming Payments*, add a line with *Payment Method* = *Manual* and *Outstanding receipts account* set to the account for the checks in hand. +- Name: Checks Received +- Type: Bank +- Short Code: CHK (or any code you want) +- in the tab *Incoming Payments*, add a line with *Payment Method* = + *Manual* and *Outstanding receipts account* set to the account for + the checks in hand. -Note that, on this *Checks Received* journal, the bank account and suspense account will not be used, so don't worry about these parameters. The field *Account number* must be empty. +Note that, on this *Checks Received* journal, the bank account and +suspense account will not be used, so don't worry about these +parameters. The field *Account number* must be empty. -This bank journal will be available as a payment method in Odoo. The account -you configured as *Outstanding Receipts Account* is the -account via which the amounts of checks will transit between the reception of a +This bank journal will be available as a payment method in Odoo. The +account you configured as *Outstanding Receipts Account* is the account +via which the amounts of checks will transit between the reception of a check from a customer and the validation of the check deposit in Odoo. -When you validate the check deposit in Odoo, it will generate a new journal entry that will move the amounts from the *Outstanding Receipts Account* of the checks received journal to the *Outstanding Receipts Account* of the bank journal related to the check deposit. It will also reconcile in the *Outstanding Receipts Account* of the checks received journal. +When you validate the check deposit in Odoo, it will generate a new +journal entry that will move the amounts from the *Outstanding Receipts +Account* of the checks received journal to the *Outstanding Receipts +Account* of the bank journal related to the check deposit. It will also +reconcile in the *Outstanding Receipts Account* of the checks received +journal. Usage ===== -When you receive a check that pays a customer invoice, you can go to that -invoice and click on the button *Register Payment* and select the +When you receive a check that pays a customer invoice, you can go to +that invoice and click on the button *Register Payment* and select the *Checks Received* journal as *Journal*. -When you want to deposit checks to the bank, go to the menu -*Invoicing > Accounting > Miscellaneous > Check Deposit*, create a new check deposit and set the -journal *Checks Received* and select the bank account on which you want to -credit the checks. +When you want to deposit checks to the bank, go to the menu *Invoicing > +Customers > Checks Deposits*, create a new check deposit and set the +journal *Checks Received* and select the bank account on which you want +to credit the checks. -Then click on the button *Get All Received Checks* if you want to deposit all the waiting received checks, or select the checks one by one by clicking on *Add a line*. +Then click on the button *Get All Received Checks* if you want to +deposit all the waiting received checks, or select the checks one by one +by clicking on *Add a line*. -Eventually, validate the deposit and print the report (you probably want to customize this report). +Eventually, validate the deposit and print the report (you probably want +to customize this report). Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. -If you spotted it first, help us smashing it by providing a detailed and welcomed -`feedback `_. +If you spotted it first, help us to smash it by providing a detailed and welcomed +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -86,31 +102,31 @@ Credits ======= Authors -~~~~~~~ +------- * Akretion * Tecnativa Contributors -~~~~~~~~~~~~ +------------ -* `Akretion `_: +- `Akretion `__: - * Benoît GUILLOT - * Chafique DELLI - * Alexis de Lattre - * Mourad EL HADJ MIMOUNE + - Benoît GUILLOT + - Chafique DELLI + - Alexis de Lattre + - Mourad EL HADJ MIMOUNE -* `Tecnativa `_: +- `Tecnativa `__: - * Pedro M. Baeza + - Pedro M. Baeza -* `Ecosoft `__: +- `Ecosoft `__: - * Pimolnat Suntian + - Pimolnat Suntian Maintainers -~~~~~~~~~~~ +----------- This module is maintained by the OCA. @@ -122,6 +138,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use. -This module is part of the `OCA/account-financial-tools `_ project on GitHub. +This module is part of the `OCA/account-financial-tools `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_check_deposit/pyproject.toml b/account_check_deposit/pyproject.toml new file mode 100644 index 000000000..4231d0ccc --- /dev/null +++ b/account_check_deposit/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/account_check_deposit/readme/CONFIGURE.md b/account_check_deposit/readme/CONFIGURE.md new file mode 100644 index 000000000..7e9be6e78 --- /dev/null +++ b/account_check_deposit/readme/CONFIGURE.md @@ -0,0 +1,25 @@ +In the menu *Invoicing \> Configuration \> Accounting \> Journals*, +create a new journal: + +- Name: Checks Received +- Type: Bank +- Short Code: CHK (or any code you want) +- in the tab *Incoming Payments*, add a line with *Payment Method* = + *Manual* and *Outstanding receipts account* set to the account for the + checks in hand. + +Note that, on this *Checks Received* journal, the bank account and +suspense account will not be used, so don't worry about these +parameters. The field *Account number* must be empty. + +This bank journal will be available as a payment method in Odoo. The +account you configured as *Outstanding Receipts Account* is the account +via which the amounts of checks will transit between the reception of a +check from a customer and the validation of the check deposit in Odoo. + +When you validate the check deposit in Odoo, it will generate a new +journal entry that will move the amounts from the *Outstanding Receipts +Account* of the checks received journal to the *Outstanding Receipts +Account* of the bank journal related to the check deposit. It will also +reconcile in the *Outstanding Receipts Account* of the checks received +journal. diff --git a/account_check_deposit/readme/CONFIGURE.rst b/account_check_deposit/readme/CONFIGURE.rst deleted file mode 100644 index db9ad00cc..000000000 --- a/account_check_deposit/readme/CONFIGURE.rst +++ /dev/null @@ -1,16 +0,0 @@ -In the menu *Invoicing > Configuration > Accounting > Journals*, create a new -journal: - -* Name: Checks Received -* Type: Bank -* Short Code: CHK (or any code you want) -* in the tab *Incoming Payments*, add a line with *Payment Method* = *Manual* and *Outstanding receipts account* set to the account for the checks in hand. - -Note that, on this *Checks Received* journal, the bank account and suspense account will not be used, so don't worry about these parameters. The field *Account number* must be empty. - -This bank journal will be available as a payment method in Odoo. The account -you configured as *Outstanding Receipts Account* is the -account via which the amounts of checks will transit between the reception of a -check from a customer and the validation of the check deposit in Odoo. - -When you validate the check deposit in Odoo, it will generate a new journal entry that will move the amounts from the *Outstanding Receipts Account* of the checks received journal to the *Outstanding Receipts Account* of the bank journal related to the check deposit. It will also reconcile in the *Outstanding Receipts Account* of the checks received journal. diff --git a/account_check_deposit/readme/CONTRIBUTORS.md b/account_check_deposit/readme/CONTRIBUTORS.md new file mode 100644 index 000000000..9772e4e22 --- /dev/null +++ b/account_check_deposit/readme/CONTRIBUTORS.md @@ -0,0 +1,9 @@ +- [Akretion](https://www.akretion.com): + - Benoît GUILLOT \<\> + - Chafique DELLI \<\> + - Alexis de Lattre \<\> + - Mourad EL HADJ MIMOUNE \<\> +- [Tecnativa](https://www.tecnativa.com): + - Pedro M. Baeza +- [Ecosoft](http://ecosoft.co.th): + - Pimolnat Suntian \<\> diff --git a/account_check_deposit/readme/CONTRIBUTORS.rst b/account_check_deposit/readme/CONTRIBUTORS.rst deleted file mode 100644 index 200260459..000000000 --- a/account_check_deposit/readme/CONTRIBUTORS.rst +++ /dev/null @@ -1,14 +0,0 @@ -* `Akretion `_: - - * Benoît GUILLOT - * Chafique DELLI - * Alexis de Lattre - * Mourad EL HADJ MIMOUNE - -* `Tecnativa `_: - - * Pedro M. Baeza - -* `Ecosoft `__: - - * Pimolnat Suntian diff --git a/account_check_deposit/readme/DESCRIPTION.md b/account_check_deposit/readme/DESCRIPTION.md new file mode 100644 index 000000000..99f087115 --- /dev/null +++ b/account_check_deposit/readme/DESCRIPTION.md @@ -0,0 +1,6 @@ +This module allows you to easily manage check deposits: you can select +all the checks you received and create a global deposit for the selected +checks. This module supports multi-currency ; each deposit has a +currency and all the checks of the deposit must have the same currency +(so, if you have checks in EUR and checks in USD, you must create 2 +deposits: one in EUR and one in USD). diff --git a/account_check_deposit/readme/DESCRIPTION.rst b/account_check_deposit/readme/DESCRIPTION.rst deleted file mode 100644 index 0f325e30f..000000000 --- a/account_check_deposit/readme/DESCRIPTION.rst +++ /dev/null @@ -1,5 +0,0 @@ -This module allows you to easily manage check deposits: you can select all -the checks you received and create a global deposit for the selected checks. -This module supports multi-currency ; each deposit has a currency and all the -checks of the deposit must have the same currency (so, if you have checks in -EUR and checks in USD, you must create 2 deposits: one in EUR and one in USD). diff --git a/account_check_deposit/readme/USAGE.md b/account_check_deposit/readme/USAGE.md new file mode 100644 index 000000000..f47ef5b93 --- /dev/null +++ b/account_check_deposit/readme/USAGE.md @@ -0,0 +1,15 @@ +When you receive a check that pays a customer invoice, you can go to +that invoice and click on the button *Register Payment* and select the +*Checks Received* journal as *Journal*. + +When you want to deposit checks to the bank, go to the menu *Invoicing +\> Customers \> Checks Deposits*, create a new check deposit and set the +journal *Checks Received* and select the bank account on which you want +to credit the checks. + +Then click on the button *Get All Received Checks* if you want to +deposit all the waiting received checks, or select the checks one by one +by clicking on *Add a line*. + +Eventually, validate the deposit and print the report (you probably want +to customize this report). diff --git a/account_check_deposit/readme/USAGE.rst b/account_check_deposit/readme/USAGE.rst deleted file mode 100644 index 7ee62b9b4..000000000 --- a/account_check_deposit/readme/USAGE.rst +++ /dev/null @@ -1,12 +0,0 @@ -When you receive a check that pays a customer invoice, you can go to that -invoice and click on the button *Register Payment* and select the -*Checks Received* journal as *Journal*. - -When you want to deposit checks to the bank, go to the menu -*Invoicing > Customers > Checks Deposits*, create a new check deposit and set the -journal *Checks Received* and select the bank account on which you want to -credit the checks. - -Then click on the button *Get All Received Checks* if you want to deposit all the waiting received checks, or select the checks one by one by clicking on *Add a line*. - -Eventually, validate the deposit and print the report (you probably want to customize this report). diff --git a/account_check_deposit/static/description/index.html b/account_check_deposit/static/description/index.html index 1c96b6a1e..1fc3e8e3b 100644 --- a/account_check_deposit/static/description/index.html +++ b/account_check_deposit/static/description/index.html @@ -1,20 +1,20 @@ - + - + Account Check Deposit