679 lines
40 KiB
XML
679 lines
40 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<template id="account_planner">
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<t t-call="web_planner.pages">
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Welcome'"/>
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<t t-set="hide_mark_as_done" t-value="True"/>
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<p>
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This guide will help you get started with Odoo Accounting.
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Once you're done, you'll benefit from:
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</p>
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<ul>
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<li><strong>Reduced data entry:</strong> no need to manually create invoices, register bank statements, follow-up payments,</li>
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<li><strong>Clean customer invoices:</strong> easy to create, beautiful and full featured invoices,</li>
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<li><strong>Automated documents sending:</strong> automatically send your invoices by email or regular mail,</li>
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<li><strong>On-the-fly payment reconciliation:</strong> automatic suggestion of outstanding payments when creating an invoice,</li>
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<li><strong>Bank interface:</strong> with bank feeds synchronization or bank statement import.</li>
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</ul>
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<p>For the setup, you will need to get access to the following information:</p>
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<ul>
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<li>Your company: legal name, Tax ID, address, logo.</li>
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<li>Your bank accounts: one statement per bank account</li>
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<li>Your usual payment terms</li>
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<li>Your usual tax rates</li>
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<li>Current account balances</li>
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<li>Outstanding invoices, payments and undeposited funds</li>
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</ul>
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<p>
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If you'd like some help on any subject dont hesitate to
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contact our Accounting experts by using the <span class="fa fa-question-circle"/>
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icon on the top bar.
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</p>
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<p>Enjoy your Odoo experience,</p>
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<div class="mt32">
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<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
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<address>
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From the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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</div>
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</t>
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<t t-call="web_planner.category">
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<t t-set="menu_categorytitle" t-value="'Get started'"/>
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<t t-set="menu_categoryclasses" t-value="'fa fa-flag'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Company'"/>
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<p class="text-muted">
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The first step if to setup your company information. These are mostly used
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to print invoices.
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</p>
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<table class="table">
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<tr>
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<th>Legal Name</th>
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<td t-att-class="(company_id.name == 'YourCompany') and 'danger'"><div t-esc="company_id.name"/></td>
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<td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr><tr>
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<th>Address</th>
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<td t-att-class="(not company_id.partner_id.street or not company_id.partner_id.zip) and 'danger'">
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<span t-field="company_id.partner_id"
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t-field-options='{"widget": "contact", "fields": ["address"], "no_marker": true}'/>
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</td>
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<td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr><tr>
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<th>Tax ID (VAT)</th>
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<td t-att-class="(not company_id.vat) and 'danger'">
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<span t-field="company_id.vat"/>
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</td>
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<td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr><tr>
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<th>Main Currency</th>
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<td><span t-field="company_id.currency_id.display_name"/></td>
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<td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr><tr t-if="is_module_installed('sale')">
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<th>Terms & Conditions</th>
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<td></td>
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<td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr><tr>
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<th>Payment Terms</th>
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<td>
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<t t-foreach="payment_term" t-as="term">
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<p><t t-esc="term.name"/></p>
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</t>
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</td><td>
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<a id="review_payment_terms" class="fa fa-arrow-right" t-att-href="prepare_backend_url('account.action_payment_term_form')">Review Terms</a>
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</td>
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</tr><tr>
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<th>Logo</th>
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<td>
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<img width="150" height="90" alt="set company logo" t-attf-src="data:image/gif;base64, #{company_id.logo}"/>
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</td><td>
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<a class="fa fa-arrow-right" t-attf-href="#{prepare_backend_url('base.action_res_company_form', 'form')}&id=#{company_id.id}">
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Change
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</a>
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</td>
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</tr>
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</table>
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<br/>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p> Odoo can manage multiple companies, but we suggest to setup everything for your first company before configuring the other ones.</p>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Bank Accounts'"/>
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<p>
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Once your company information are correct, your should
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<strong><a t-att-href="prepare_backend_url('account.action_account_bank_journal_form')">
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setup your bank accounts.
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</a></strong>
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</p><p>
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Once your bank accounts are registered, you will be able to
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get your bank statements from the Accounting dashboard.
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The available methods to sync your bank accounts are:
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</p>
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<ul>
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<li>By connecting to your Bank</li>
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<li>By importing a statement file (QIF, OFX, CODA or CSV format)</li>
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<li>Manually, using our <a t-att-href="prepare_backend_url('account.action_bank_statement_tree')">fast recording interface</a></li>
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</ul>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Chart of Accounts'"/>
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<t t-if="not is_coa_installed">
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<p>Before continuing, you must install the Chart of Account related to your country (or the generic one if your country is not listed).</p>
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<a class="btn btn-sm odoo_purple" t-att-href="prepare_backend_url('account.open_account_charts_modules', 'kanban')">Install Chart of Account</a>
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</t>
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<t t-if="is_coa_installed">
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<p>
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A <span t-esc="company_id.country_id.name or ''"/> Chart of Accounts has been
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installed. You should review it and create any additionnal accounts.
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</p><p>
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It's recommended to not delete any accounts even if
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you don't need them for now on.
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</p><p>
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<a class="fa fa-arrow-right" t-att-href="prepare_backend_url('account.action_account_form')">Review the Chart of Accounts</a>
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</p>
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</t>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Taxes'"/>
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<p class="text-muted">
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Odoo has already preconfigured a few taxes according to your country.<br/>Simply review them and check if you need more.
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</p>
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<p>
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<strong>Check the Taxes configuration:</strong>
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<ul>
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<li><a t-att-href="prepare_backend_url('account.action_tax_form')">Review existing Taxes</a></li>
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<li><a t-att-href="prepare_backend_url('account.action_account_config')">Set the default Sales and Purchase taxes</a></li>
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</ul>
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</p>
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<p>
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To manage the tax applied when invoicing a Company, Odoo uses the concept of Fiscal Position: they serve to automatically set the right tax and/or account according to the customer country and state.
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<ul>
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<li><a t-att-href="prepare_backend_url('account.action_account_fiscal_position_form')">Review Fiscal Positions</a></li>
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</ul>
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</p>
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</t>
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</t>
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<t t-call="web_planner.category">
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<t t-set="menu_categorytitle" t-value="'Configure'"/>
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<t t-set="menu_categoryclasses" t-value="'fa-cog'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Multi Currency'"/>
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<p>
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The multi-currency option allows you to send or receive
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invoice in different currencies, to set up bank
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accounts in other currencies and run reports on your
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foreign currency activities.
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</p>
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<p>To use the <strong>multi-currency option:</strong>
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<ol>
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<li>Activate the option in the <a t-att-href="prepare_backend_url('account.action_account_config')">Accounting Settings</a></li>
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<li>Review the list of available currencies (from the <a t-att-href="prepare_backend_url('base.action_currency_form')">Configuration menu</a>)</li>
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</ol>
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</p>
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<p>
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Most currencies are already created by default. If you plan
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to use some of them, you should check their <strong>Active</strong>
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field.
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</p>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p>Exchange rates are updated automatically once a day from <strong>XE.com</strong>. You do not need to setup your own rates.</p>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Customers'"/>
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<p class="text-muted">
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Unless you are starting a new business, you probably have a list of customers and vendors you'd like to import.
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</p>
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<div class="row">
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong> Create manually</strong><br/>
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<span class="small">< 200 contacts</span>
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</span>
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</div>
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<div class="panel-body">
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<p>
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If you have less than 200 contacts, we recommend you
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to create them manually.
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</p>
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<ul>
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<li>
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<a t-att-href="prepare_backend_url('base.action_partner_form','kanban')">Create Customers</a>
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</li><li>
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<a t-att-href="prepare_backend_url('base.action_partner_supplier_form','kanban')">Create Vendors</a>, if accounting or purchase is installed
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong>Import</strong><br/>
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<span class="small">> 200 contacts</span>
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</span>
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</div>
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<div class="panel-body">
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<p>
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We can handle the whole import process
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for you: simply send your Odoo project
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manager a CSV file containing all your
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data.
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</p><p>
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If you want to do it yourself:
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</p>
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<ul>
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<li>Download the <a href="/base_import/static/csv/customers.xls">Excel template</a></li>
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<li>Import using the top left button in <a t-att-href="prepare_backend_url('base.action_partner_form','list')">the list of customers</a></li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Products'"/>
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<p>A product in Odoo is something you sell or buy. It could
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be a goods, consumable or services. Choose how you want to
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create your products:
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</p>
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<div class="row">
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong> Create manually</strong><br/>
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<span class="small">Recommended if <100 products</span>
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</span>
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</div>
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<div class="panel-body">
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<ul>
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<li><a t-att-href="prepare_backend_url('product.product_template_action', 'form')">Create your products</a></li>
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</ul>
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</div>
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</div>
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</div>
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong>Import a file</strong><br/>
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<span class="small">Recommended if >100 products</span>
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</span>
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</div>
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<div class="panel-body">
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<p>
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We can handle the whole import process
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for you: simply send your Odoo project
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manager a CSV file containing all your
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products.
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</p><p>
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If you want to do it yourself:
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</p>
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<ul>
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<li>Download the <a href="/base_import/static/csv/products.xls">Excel template</a></li>
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<li>Import using the top left button in <a t-att-href="prepare_backend_url('product.product_template_action','list')">the list of products</a></li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Accounts Balance'"/>
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<p>
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Once your chart of account is created, you need to update the
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balances of every account in Odoo.
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</p>
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<p>
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<ul>
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<li>In your old accounting software, print a trial balance</li>
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<li>In Odoo, <a t-att-href="prepare_backend_url('account.action_move_journal_line')">create a journal entry</a> to set the balance of every accounts</li>
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</ul>
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</p>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p>
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A common practice is to change your accounting software
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at the end of a fiscal year. This allows to have less data
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to import and balances to set. If you plan to do so, we
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recommend you to start using Odoo for invoicing and payments
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now and move all other accounting transactions afterwards.
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</p>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Outstanding Transactions'"/>
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<p class="text-muted">
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If you want to be able to send customers statements from Odoo,
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you need to record all outstanding transactions in the payable and
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receivable accounts, like invoices that are not paid or payments not reconciled.
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</p><p>
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Registering outstanding invoices and payments can be a huge work. But you can start using Odoo without it, by:
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</p>
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<ul>
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<li>Sending customer statements (outstanding invoices) manually during the transition period</li>
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<li>Registering payments related to outstanding invoices separately in a different account (e.g. Account Receivables 2014)</li>
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</ul>
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<p>
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If you want to be able to send customer statements from Odoo, you must:
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</p>
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<div class="row">
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<div class="panel-title">
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<strong>1. Register Outstanding Invoices</strong>
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</div>
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</div>
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<div class="panel-body">
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<p>First, register any outstanding customer invoices and vendor bills:</p>
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<ul>
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<li><a t-att-href="prepare_backend_url('account.action_invoice_tree1')">Customer Invoices</a></li>
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<li><a t-att-href="prepare_backend_url('account.action_invoice_tree2')">Vendor Bills</a></li>
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</ul>
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</div>
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</div>
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</div>
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<div class="panel-title">
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<strong>2. Register Unmatched Payments</strong>
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</div>
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</div>
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<div class="panel-body">
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<p>
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Next, register any unmatched payments:<br/>
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<ul>
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<li><a t-att-href="prepare_backend_url('account.action_account_payments')">Register Payments</a></li>
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</ul>
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</p>
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</div>
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</div>
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</div>
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</div>
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</t>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Extra Features'"/>
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<p class="text-muted">
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Odoo Accounting has many free extra-features:
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</p>
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<div class="row o_planner_row_apps">
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<div class="text-center col-md-4">
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<span class="fa fa-building-o fa-4x"></span>
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<h3><strong>Assets Management</strong></h3>
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<p>Manage your properties like buildings, machinery, materials, cars etc. and calculate their depreciations over time.</p>
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<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_asset')" class="btn odoo_purple">
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<span class="fa fa-arrow-circle-o-down"/> Install Now
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</a>
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</div>
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<div class="text-center col-md-4">
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<span class="fa fa-tasks fa-4x"></span>
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<h3><strong>Revenue Recognition</strong></h3>
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<p>Use in combination with Contracts to calculate monthly revenues for multi-months Contracts.</p>
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<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_asset')"
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class="btn odoo_purple">
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<span class="fa fa-arrow-circle-o-down"/> Install Now
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</a>
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</div>
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<div class="text-center col-md-4">
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<span class="fa fa-university fa-4x"></span>
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<h3><strong>Deposit Tickets</strong></h3>
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<p>Simplify your cash, checks, or credit cards deposits with an integrated batch payment function.</p>
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<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_batch_deposit')"
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class="btn odoo_purple">
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<span class="fa fa-arrow-circle-o-down"/> Install Now
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</a>
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</div>
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</div>
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<div class="row o_planner_row_apps">
|
|
<div class="text-center col-md-4">
|
|
<span class="fa fa-money fa-4x"></span>
|
|
<h3><strong>Expenses</strong></h3>
|
|
<p>Manage your employees expenses, from encoding to payment and reporting.</p>
|
|
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'hr_expense')"
|
|
class="btn odoo_purple">
|
|
<span class="fa fa-arrow-circle-o-down"/> Install Now
|
|
</a>
|
|
</div>
|
|
<div class="text-center col-md-4">
|
|
<span class="fa fa-shopping-cart fa-4x"></span>
|
|
<h3><strong>Purchases</strong></h3>
|
|
<p>Validate purchase orders and control vendor bills by departments.</p>
|
|
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'purchase')"
|
|
class="btn odoo_purple">
|
|
<span class="fa fa-arrow-circle-o-down"/> Install Now
|
|
</a>
|
|
</div>
|
|
<div class="text-center col-md-4">
|
|
<span class="fa fa-copy fa-4x"></span>
|
|
<h3><strong>Contracts & Subscriptions</strong></h3>
|
|
<p>Manage time & material contracts or fixed-price recurring subscriptions.</p>
|
|
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_analytic_analysis')"
|
|
class="btn odoo_purple">
|
|
<span class="fa fa-arrow-circle-o-down"/> Install Now
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle" t-value="'Use'"/>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-hand-o-up'"/>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title" t-value="'Invite Users'"/>
|
|
<p>When inviting users, you need to define which access and rights they are allowed.<br/>This is done by attributing a role to each users.</p>
|
|
<p><strong>There are 3 different roles in Odoo:</strong></p>
|
|
<div class="row">
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Billing</strong> (Limited access)
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>Use this role to manage only billing.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Advisor</strong> (Full access)
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>The manager has full access to the application plus miscellaneous operations like salary, assets...</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Accountant</strong> (Advanced access)
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
This role is suited for the day-to-day work of an accountant:
|
|
<ul>
|
|
<li>record invoices</li>
|
|
<li>manage bank feeds</li>
|
|
<li>reconcile entries</li>
|
|
</ul>
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<br/>
|
|
<div class="row">
|
|
<div class="col-md-4">
|
|
<strong>Next action:</strong><br/>
|
|
<a t-att-href="prepare_backend_url('base.action_res_users')" class="btn odoo_purple">
|
|
<span class="fa"/> Invite Your Users
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title" t-value="'Customer Flow'"/>
|
|
<p><strong>Test these 3 customer flows to get familiar with Odoo:</strong></p>
|
|
<div class="row">
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Invoice payment by Wire Transfer</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
<strong>Create a Customer Invoice</strong>
|
|
</p>
|
|
<p>
|
|
<strong>Record Bank Statement (or import file)</strong><br/>
|
|
Depending on your volume of transactions, you should do this from once a week to several times a day.
|
|
</p>
|
|
<p><strong>Reconcile Bank Statement</strong></p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Invoice payment by Check</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p><strong>Create a Customer Invoice</strong></p>
|
|
<p>
|
|
<strong>Record a payment by check on the Invoice</strong><br/>
|
|
Simply click on the 'Pay' button.
|
|
</p>
|
|
<p><strong>Create a Deposit Ticket</strong><br/>
|
|
This allows you to record the different payments that constitute your bank deposit. (You may need to <a t-att-href="prepare_backend_url('account.action_account_config')">activate the feature</a> first)
|
|
</p>
|
|
<p><strong>Record Bank Statement</strong></p>
|
|
<p>
|
|
<strong>Reconcile with existing transaction</strong><br/>
|
|
In this case, Odoo should automatically match the bank statement with the previously recorded check transaction.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Customer follow-up</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p><strong>Reconcile Bank Statements</strong></p>
|
|
<p><strong>Check unpaid invoices</strong><br/>
|
|
Run an <i>Aged Receivable report</i> and check which customers still owe you money.
|
|
</p>
|
|
<p><strong>Send follow-up letters</strong></p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="alert alert-info info_icon" role="alert">
|
|
<span class="fa fa-lightbulb-o fa-lg"/>
|
|
<p>The Deposit Ticket module can also be used to settle credit card batch made of multiple transactions.</p>
|
|
</div>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title" t-value="'Vendor Flow'"/>
|
|
<p><strong>Test these 3 vendor flows to get used to Odoo:</strong></p>
|
|
<div class="row">
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Record your Bills</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p><strong>Create the bill in Odoo</strong><br/> with a proper due date, and create the vendor if it doesnt' exist yet.</p>
|
|
<p><strong>Cash transactions</strong><br/> (for which there is no invoice or bill), should be entered directly into your Cash Registers bank account.</p>
|
|
<p><strong>Validate the bill</strong><br/> after encoding the products and taxes.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Pay your bills</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
<strong>Mark the bills to pay</strong><br/>
|
|
Group or filter your bills to see those due in the next week, then open each bill individually, click on <strong>'Pay'</strong> and select the payment method you prefer.
|
|
</p>
|
|
<p>
|
|
<strong>Print checks</strong><br/>
|
|
From the Vendor Payments list, select those you want to pay and click on Print Check (you may first need to activate the check feature in the <a t-att-href="prepare_backend_url('account.action_account_config')">Accounting Settings</a>)
|
|
</p>
|
|
<p>
|
|
<strong>Or generate payment orders</strong><br/>
|
|
Create a Payment Order and select the bills you'd like to pay as Entry lines (only the validated bills will appear).
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>Reconcile Bank Statements</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>Odoo should do most of the reconciliation work automatically, so you'll only need to review a few of them when a <strong>'Reconcile Items'</strong> button appears on your Vendor Bills dash.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title" t-value="'End'"/>
|
|
<t t-set="hide_title" t-value="True"/>
|
|
<t t-set="hide_from_menu" t-value="True"/>
|
|
<t t-set="hide_mark_as_done" t-value="True"/>
|
|
<h1 class="text-center o_planner_trophy" data-icon="" />
|
|
<div class="text-center">
|
|
<h1>Congratulations, you're done!</h1>
|
|
<h3>We hope this tool helped you implement our accounting application.</h3>
|
|
<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=Accounting%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements !</h4>
|
|
<p><strong>-The Odoo Team</strong></p>
|
|
<img src="/web_planner/static/src/img/odoo_logo.png"/>
|
|
</div>
|
|
</t>
|
|
</t>
|
|
</t>
|
|
</template>
|
|
|
|
<!--Planner Data-->
|
|
<record id="planner_account" model="web.planner">
|
|
<field name="name">Account strategy planner</field>
|
|
<field name="view_id" ref="account_planner"/>
|
|
<field name="menu_id" ref="menu_finance"/>
|
|
<field name="planner_application">planner_account</field>
|
|
<field name="tooltip_planner"><![CDATA[
|
|
Accounting Configuration: a step-by-step guide.]]>
|
|
</field>
|
|
</record>
|
|
|
|
</odoo>
|