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[UPD] README.rst
This commit is contained in:
OCA-git-bot
@@ -1,21 +1,145 @@
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**This file is going to be generated by oca-gen-addon-readme.**
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===================
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Bank Deposit Ticket
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===================
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*Manual changes will be overwritten.*
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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||||
!! changes will be overwritten. !!
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||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
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||||
Please provide content in the ``readme`` directory:
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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||||
:target: https://odoo-community.org/page/development-status
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:alt: Beta
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||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-payment/tree/12.0/account_banking_make_deposit
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:alt: OCA/bank-payment
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||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/bank-payment-12-0/bank-payment-12-0-account_banking_make_deposit
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/173/12.0
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:alt: Try me on Runbot
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* **DESCRIPTION.rst** (required)
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* INSTALL.rst (optional)
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* CONFIGURE.rst (optional)
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* **USAGE.rst** (optional, highly recommended)
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* DEVELOP.rst (optional)
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* ROADMAP.rst (optional)
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* HISTORY.rst (optional, recommended)
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* **CONTRIBUTORS.rst** (optional, highly recommended)
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* CREDITS.rst (optional)
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Content of this README will also be drawn from the addon manifest,
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from keys such as name, authors, maintainers, development_status,
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and license.
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This module supports the functionality to prepare and record Bank Deposit
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Tickets, often found in check centric markets like the US. It allows users
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to select various customer payments and receipts and bundle them into a
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Deposit Ticket. This would be used to support the following activities:
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Depositing multiple Checks into your bank account under one deposit ticket,
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and Deposit Checks and Cash into your bank account from multiple customer
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receipts or payments. This module can be used for any “bank transaction”
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centric process including: Paypal, Bank Accounts, and even credit cards –
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which tend to deposit funds by bundled transactions versus individual
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checks. By combining payments and receipts into deposit tickets, and using
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this module to manage the general ledger entries, it will streamline the bank
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account statement reconciliation process (defined as: comparing your bank
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account transactions versus the recorded transactions in OpenERP for audit
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and financial control purposes).
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A good, one sentence summary in the manifest is also highly recommended.
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This module also tracks who prepared the Deposit Ticket, and the user who
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verified the deposit ticket. In addition to the following: Method of
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Deposit (e.g. ATM, Night Drop, Teller, Remote Deposit Capture, Online
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Deposit Capture); Bank Tracking number (e.g. TLR#3 BC#47331 REF#94849303938)
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; Date of Deposit, Deposit Bag #, etc.
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We recommend users add to their GL Chart of Accounts a new Other Current
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Account named Undeposited Funds, as well as a new journal to post payments to
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with the Undeposited Funds on the debit side of the transaction.
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Why is this module needed?
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--------------------------
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OpenERP by default is designed for more electronic transaction management –
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driven by its heritage in Europe when EFT (electronic) transactions are more
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readily used – versus Check centric transactions. In electronic transaction
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management – bundled deposits don’t typically occur as payment transactions
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typically are displayed individual on statements.
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This module is seen as a prerequisite to support efficient Bank Account
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Statement Reconciliation found in the US and other countries.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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As a preparer:
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* Go to *Accounting > Customers > Deposits*
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* Create a new deposit
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* Select the account to deposit from
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* Select the journal for the bank account to deposit to
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* Click on "Add Deposit Items"
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* Select the payments or transactions to deposit
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* Save and click "Ready for Review"
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As a verifier:
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* Go to *Accounting > Customers > Deposits*
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* Open the deposit to review
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* Review the deposit
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* Print the report
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* Go to the bank to make the deposit
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* Click on "Process" when the deposit is done
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
|
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/bank-payment/issues/new?body=module:%20account_banking_make_deposit%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Novapoint Group LLC
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* Thinkwell Designs
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Contributors
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~~~~~~~~~~~~
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* Nova Point Group
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* Sandy Carter <sandy.carter@savoirfairelinux.com>
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* Maxime Chambreuil <maxime.chambreuil@savoirfairelinux.com>
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* Dave Burkholder <dave@thinkwelldesigns.com>
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* Open Source Integrators <https://www.opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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:target: https://github.com/max3903
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:alt: max3903
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-max3903|
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This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/12.0/account_banking_make_deposit>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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483
account_banking_make_deposit/static/description/index.html
Normal file
483
account_banking_make_deposit/static/description/index.html
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<title>Bank Deposit Ticket</title>
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table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="bank-deposit-ticket">
|
||||
<h1 class="title">Bank Deposit Ticket</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-payment/tree/12.0/account_banking_make_deposit"><img alt="OCA/bank-payment" src="https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-payment-12-0/bank-payment-12-0-account_banking_make_deposit"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/173/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module supports the functionality to prepare and record Bank Deposit
|
||||
Tickets, often found in check centric markets like the US. It allows users
|
||||
to select various customer payments and receipts and bundle them into a
|
||||
Deposit Ticket. This would be used to support the following activities:
|
||||
Depositing multiple Checks into your bank account under one deposit ticket,
|
||||
and Deposit Checks and Cash into your bank account from multiple customer
|
||||
receipts or payments. This module can be used for any “bank transaction”
|
||||
centric process including: Paypal, Bank Accounts, and even credit cards –
|
||||
which tend to deposit funds by bundled transactions versus individual
|
||||
checks. By combining payments and receipts into deposit tickets, and using
|
||||
this module to manage the general ledger entries, it will streamline the bank
|
||||
account statement reconciliation process (defined as: comparing your bank
|
||||
account transactions versus the recorded transactions in OpenERP for audit
|
||||
and financial control purposes).</p>
|
||||
<p>This module also tracks who prepared the Deposit Ticket, and the user who
|
||||
verified the deposit ticket. In addition to the following: Method of
|
||||
Deposit (e.g. ATM, Night Drop, Teller, Remote Deposit Capture, Online
|
||||
Deposit Capture); Bank Tracking number (e.g. TLR#3 BC#47331 REF#94849303938)
|
||||
; Date of Deposit, Deposit Bag #, etc.</p>
|
||||
<p>We recommend users add to their GL Chart of Accounts a new Other Current
|
||||
Account named Undeposited Funds, as well as a new journal to post payments to
|
||||
with the Undeposited Funds on the debit side of the transaction.</p>
|
||||
<div class="section" id="why-is-this-module-needed">
|
||||
<h1>Why is this module needed?</h1>
|
||||
<p>OpenERP by default is designed for more electronic transaction management –
|
||||
driven by its heritage in Europe when EFT (electronic) transactions are more
|
||||
readily used – versus Check centric transactions. In electronic transaction
|
||||
management – bundled deposits don’t typically occur as payment transactions
|
||||
typically are displayed individual on statements.</p>
|
||||
<p>This module is seen as a prerequisite to support efficient Bank Account
|
||||
Statement Reconciliation found in the US and other countries.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h2><a class="toc-backref" href="#id1">Usage</a></h2>
|
||||
<p>As a preparer:</p>
|
||||
<ul class="simple">
|
||||
<li>Go to <em>Accounting > Customers > Deposits</em></li>
|
||||
<li>Create a new deposit</li>
|
||||
<li>Select the account to deposit from</li>
|
||||
<li>Select the journal for the bank account to deposit to</li>
|
||||
<li>Click on “Add Deposit Items”</li>
|
||||
<li>Select the payments or transactions to deposit</li>
|
||||
<li>Save and click “Ready for Review”</li>
|
||||
</ul>
|
||||
<p>As a verifier:</p>
|
||||
<ul class="simple">
|
||||
<li>Go to <em>Accounting > Customers > Deposits</em></li>
|
||||
<li>Open the deposit to review</li>
|
||||
<li>Review the deposit</li>
|
||||
<li>Print the report</li>
|
||||
<li>Go to the bank to make the deposit</li>
|
||||
<li>Click on “Process” when the deposit is done</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/issues">GitHub Issues</a>.
|
||||
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
|
||||
<a class="reference external" href="https://github.com/OCA/bank-payment/issues/new?body=module:%20account_banking_make_deposit%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h2><a class="toc-backref" href="#id3">Credits</a></h2>
|
||||
<div class="section" id="authors">
|
||||
<h3><a class="toc-backref" href="#id4">Authors</a></h3>
|
||||
<ul class="simple">
|
||||
<li>Novapoint Group LLC</li>
|
||||
<li>Thinkwell Designs</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h3><a class="toc-backref" href="#id5">Contributors</a></h3>
|
||||
<ul class="simple">
|
||||
<li>Nova Point Group</li>
|
||||
<li>Sandy Carter <<a class="reference external" href="mailto:sandy.carter@savoirfairelinux.com">sandy.carter@savoirfairelinux.com</a>></li>
|
||||
<li>Maxime Chambreuil <<a class="reference external" href="mailto:maxime.chambreuil@savoirfairelinux.com">maxime.chambreuil@savoirfairelinux.com</a>></li>
|
||||
<li>Dave Burkholder <<a class="reference external" href="mailto:dave@thinkwelldesigns.com">dave@thinkwelldesigns.com</a>></li>
|
||||
<li>Open Source Integrators <<a class="reference external" href="https://www.opensourceintegrators.com">https://www.opensourceintegrators.com</a>><ul>
|
||||
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h3><a class="toc-backref" href="#id6">Maintainers</a></h3>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>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.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/12.0/account_banking_make_deposit">OCA/bank-payment</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user