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[IMP] accounting planner intro

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Fabien Pinckaers
2015-09-08 09:31:17 +02:00
parent a39cec7ae8
commit 22b2c02bf3
1 changed files with 23 additions and 12 deletions
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addons/account/views/web_planner_data.xml
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@@ -7,20 +7,31 @@
<t t-call="web_planner.page">
<t t-set="page_title" t-value="'Welcome'"/>
<t t-set="hide_mark_as_done" t-value="True"/>
<i><p>
This guide will help you get started with Odoo Accounting.
</p></i>
<p>Once you're done, you'll benefit from:</p>
<p>
<ul>
<li><strong>Reduced data entry:</strong> no need to manually create every invoice, register bank statements, follow-up payments, etc.</li>
<li><strong>Clean customer invoices:</strong> easy to create, beautiful and fully featured invoices (payment terms, multiple taxes, discounts, etc).</li>
<li><strong>Automated documents sending:</strong> automatically print, send and deliver your invoices &amp; letters by regular mail or email.</li>
<li><strong>On-the-fly payment reconciliation:</strong> automatic suggestion of outstanding payments when creating an invoice.</li>
<li><strong>Bank interface:</strong> your bank statements are automatically synchronized with your bank.</li>
</ul>
This guide will help you get started with Odoo Accounting.
Once you're done, you'll benefit from:
</p>
<ul>
<li><strong>Reduced data entry:</strong> no need to manually create invoices, register bank statements, follow-up payments,</li>
<li><strong>Clean customer invoices:</strong> easy to create, beautiful and full featured invoices,</li>
<li><strong>Automated documents sending:</strong> automatically send your invoices by email or regular mail,</li>
<li><strong>On-the-fly payment reconciliation:</strong> automatic suggestion of outstanding payments when creating an invoice,</li>
<li><strong>Bank interface:</strong> with bank feeds synchronization or bank statement import.</li>
</ul>
<p>For the setup, you will need to get access to the following information:</p>
<ul>
<li>Your company: legal name, Tax ID, address, logo.</li>
<li>Your bank accounts: one statement per bank account</li>
<li>Your usual payment terms</li>
<li>Your usual tax rates</li>
<li>Current account balances</li>
<li>Outstanding invoices, payments and undeposited funds</li>
</ul>
<p>
If you'd like some help on any subject dont hesitate to
contact our Accounting experts by using the <span class="fa fa-question-circle"/>
icon on the top bar.
</p>
<p>If you'd like some help on any subject dont hesitate to contact our Accounting experts by using the <span class="fa fa-question-circle"/> icon on the top bar.</p>
<p>Enjoy your Odoo experience,</p>
<div class="mt32">
<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>