diff --git a/addons/account/views/web_planner_data.xml b/addons/account/views/web_planner_data.xml index c5f7c443fc7..bbed8d2f7e8 100644 --- a/addons/account/views/web_planner_data.xml +++ b/addons/account/views/web_planner_data.xml @@ -7,20 +7,31 @@ -

- This guide will help you get started with Odoo Accounting. -

-

Once you're done, you'll benefit from:

-

    -
  • Reduced data entry: no need to manually create every invoice, register bank statements, follow-up payments, etc.
  • -
  • Clean customer invoices: easy to create, beautiful and fully featured invoices (payment terms, multiple taxes, discounts, etc).
  • -
  • Automated documents sending: automatically print, send and deliver your invoices & letters by regular mail or email.
  • -
  • On-the-fly payment reconciliation: automatic suggestion of outstanding payments when creating an invoice.
  • -
  • Bank interface: your bank statements are automatically synchronized with your bank.
  • -
+ This guide will help you get started with Odoo Accounting. + Once you're done, you'll benefit from: +

+
    +
  • Reduced data entry: no need to manually create invoices, register bank statements, follow-up payments,
  • +
  • Clean customer invoices: easy to create, beautiful and full featured invoices,
  • +
  • Automated documents sending: automatically send your invoices by email or regular mail,
  • +
  • On-the-fly payment reconciliation: automatic suggestion of outstanding payments when creating an invoice,
  • +
  • Bank interface: with bank feeds synchronization or bank statement import.
  • +
+

For the setup, you will need to get access to the following information:

+
    +
  • Your company: legal name, Tax ID, address, logo.
  • +
  • Your bank accounts: one statement per bank account
  • +
  • Your usual payment terms
  • +
  • Your usual tax rates
  • +
  • Current account balances
  • +
  • Outstanding invoices, payments and undeposited funds
  • +
+

+ If you'd like some help on any subject dont hesitate to + contact our Accounting experts by using the + icon on the top bar.

-

If you'd like some help on any subject dont hesitate to contact our Accounting experts by using the icon on the top bar.

Enjoy your Odoo experience,