394 lines
27 KiB
XML
394 lines
27 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="open_account_charts_modules" model="ir.actions.act_window">
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<field name="name">Chart Templates</field>
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<field name="res_model">ir.module.module</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="context" eval="{'search_default_category_id': ref('base.module_category_localization')}"/>
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<field name="search_view_id" ref="base.view_module_filter"/>
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</record>
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<record id="account_config_settings_view_form" model="ir.ui.view">
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<field name="name">account.config.settings.form</field>
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<field name="model">account.config.settings</field>
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<field name="arch" type="xml">
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<form string="Configure Accounting" class="oe_form_configuration">
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<header>
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<button string="Save" type="object" name="execute" class="oe_highlight"/>
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<button string="Cancel" type="object" name="cancel" class="oe_link" special="cancel"/>
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</header>
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<sheet>
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<field name="company_id" invisible="1"/>
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<field name="has_chart_of_accounts" invisible="1"/>
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<h2>Fiscal Localization</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane"/>
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<div class="o_setting_right_pane">
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<label string="Fiscal Localization"/>
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<span class="fa fa-lg fa-building-o" title="Values set here are company-specific." groups="base.group_multi_company"/>
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<div class="text-muted">
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Taxes, fiscal positions, chart of accounts & legal statements for your country
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</div>
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<div class="content-group">
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<span attrs="{'invisible': [('has_chart_of_accounts','!=',False)]}">
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<div class="row mt16">
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<label string="Package" class="col-md-3 o_light_label"/>
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<field name="chart_template_id" widget="selection"/>
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</div>
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<div>
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<button name="%(account.open_account_charts_modules)d" icon="fa-arrow-right" type="action" string="Install More Packages" class="btn-link" attrs="{'invisible': [('has_chart_of_accounts','!=',False)]}"/>
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</div>
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</span>
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<div class="row mt16" groups="base.group_no_one">
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<label string="# of digits" class="col-md-3 o_light_label"/>
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<field name="code_digits"/>
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</div>
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</div>
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</div>
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</div>
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</div>
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<h2>Taxes</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-xs-12 col-md-6 o_setting_box" title="These taxes are set in any new product created.">
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<div class="o_setting_left_pane"/>
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<div class="o_setting_right_pane">
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<label string='Default Taxes'/>
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<div class="text-muted">
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Default taxes applied to local transactions
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</div>
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<div class="content-group">
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<div class="row mt16">
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<label string="Sales Tax" for="default_sale_tax_id" class="col-md-3 o_light_label"/>
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<field name="default_sale_tax_id" domain="[('type_tax_use', 'in', ('sale', 'all')), ('company_id', '=', company_id)]"/>
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</div>
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<div class="row">
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<label string="Purchase Tax" for="default_purchase_tax_id" class="col-md-3 o_light_label"/>
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<field name="default_purchase_tax_id" domain="[('type_tax_use', 'in', ('purchase', 'all')), ('company_id', '=', company_id)]"/>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" id="rounding_method" title="A rounding per line is advised if your prices are tax-included. That way, the sum of line subtotals equals the total with taxes.">
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<div class="o_setting_left_pane"/>
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<div class="o_setting_right_pane">
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<label string="Rounding Method"/>
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<div class="text-muted">
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How total tax amount is computed in orders and invoices
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</div>
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<div class="content-group">
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<field name="tax_calculation_rounding_method" class="o_light_label mt16" widget="radio"/>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" id="eu_service" title="If you're selling digital goods to customers in the EU, you must charge VAT based on your customers' locations. This rule applies regardless of you are located. Digital goods are defined in the legislation as broadcasting, telecommunications, and services that are electronically supplied instead of shipped. Gift cards sent online are not included in the definition.">
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<div class="o_setting_left_pane">
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<field name="module_l10n_eu_service"/>
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</div>
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<div class="o_setting_right_pane" name="l10n_eu_service_right_pane">
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<label for="module_l10n_eu_service"/>
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<div class="text-muted">
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Apply right VAT rates for digital products sold in EU
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</div>
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</div>
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</div>
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</div>
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<h2>Currencies</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane"/>
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<div class="o_setting_right_pane">
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<label string="Currency"/>
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<span class="fa fa-lg fa-building-o" title="Values set here are company-specific." groups="base.group_multi_company"/>
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<div class="text-muted">
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Main currency of your company
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</div>
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<div class="content-group">
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<div class="row mt16">
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<label for="currency_id" class="col-md-3 o_light_label"/>
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<field name="currency_id"/>
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</div>
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<div>
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<button name="%(base.action_currency_form)d" icon="fa-arrow-right" type="action" string="Activate Other Currencies" class="btn-link"/>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_multi_currency"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Multi-Currencies" for="group_multi_currency"/>
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<div class="text-muted">
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Record transactions in foreign currencies
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</div>
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<div class="content-group" attrs="{'invisible': [('group_multi_currency', '=', False)]}">
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<div class="mt16">
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<button name="%(base.action_currency_form_company)d" icon="fa-arrow-right" type="action" string="Currencies" class="btn-link"/>
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</div>
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<div class="row mt16">
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<label for="currency_exchange_journal_id" class="col-md-3 o_light_label"/>
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<field name="currency_exchange_journal_id"/>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" attrs="{'invisible': [('group_multi_currency', '=', False)]}">
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<div class="o_setting_left_pane">
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<field name="module_currency_rate_live" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Automatic Rates"/>
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<div class="text-muted" id="update_currency_live">
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Update exchange rates automatically
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</div>
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</div>
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</div>
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</div>
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<h2>Invoicing</h2>
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<div class="row mt16 o_settings_container" id="invoicing_settings">
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_proforma_invoices"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Pro Forma"/>
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<div class="text-muted">
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Get a pro forma status for invoices
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_warning_account"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_warning_account"/>
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<div class="text-muted">
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Get warnings when invoicing specific customers
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_print_docsaway" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_print_docsaway"/>
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<div class="text-muted">
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Mail your invoices in one-click using <a href="https://www.docsaway.com/" target="_blank">Docsaway</a>
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</div>
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</div>
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</div>
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</div>
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<h2>Customer Payments</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-xs-12 col-md-6 o_setting_box" id="account_followup" title="This feature is useful if you issue a high amounts of invoices.">
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<div class="o_setting_left_pane">
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<field name="module_account_reports_followup" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Follow-up Levels"/>
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<div class="text-muted">
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Use follow-up levels and schedule actions
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</div>
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<div id="account_reports_followup" class="content-group" attrs="{'invisible': [('module_account_reports_followup', '=', False)]}">
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<div class="text-warning mt16 mb4">
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Save this page and come back here to set up the feature.
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_account_batch_deposit" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Batch Deposits"/>
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<div class="text-muted">
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Group received checks before depositing them to the bank
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</div>
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</div>
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</div>
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</div>
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<h2>Bills Payment</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_l10n_us_check_printing" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Checks" for="module_l10n_us_check_printing"/>
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<span class="fa fa-lg fa-building-o" title="Values set here are company-specific." groups="base.group_multi_company"/>
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<div class="text-muted" id="print_bills_payment">
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Print checks to pay your vendors
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" title="If you check this box, you will be able to register your payment using SEPA.">
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<div class="o_setting_left_pane">
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<field name="module_account_sepa" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane" name="sepa_right_pane">
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<label string="SEPA Payments" for="module_account_sepa"/>
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<span class="fa fa-lg fa-building-o" title="Values set here are company-specific." groups="base.group_multi_company"/>
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<div class="text-muted">
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Pay your bills in one-click, using Euro SEPA service
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</div>
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</div>
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</div>
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</div>
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<h2>Bank & Cash</h2>
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<div class="row mt16 o_settings_container" id="bank_cash">
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<div class="col-xs-12 col-md-6 o_setting_box" id="account_yodlee" title="Get your bank statements automatically imported every 4 hours, or in one-click, using Yodlee and Plaid services. Once installed, set “Bank Feeds” to “Bank Synchronization” in bank account settings. Then, click “Configure” on the online account to enter your bank credentials.">
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<div class="o_setting_left_pane">
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<field name="module_account_yodlee" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Automatic Import"/>
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<div class="text-muted">
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Import your bank statements automatically
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" title="Once installed, set 'Bank Feeds' to 'File Import' in bank account settings.This adds a button to import from the Accounting dashboard.">
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<div class="o_setting_left_pane">
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<field name="module_account_bank_statement_import_csv" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="CSV Import"/>
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<div class="text-muted">
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Import your bank statements in CSV
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" title="Once installed, set 'Bank Feeds' to 'File Import' in bank account settings.This adds a button to import from the Accounting dashboard.">
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<div class="o_setting_left_pane">
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<field name="module_account_bank_statement_import_qif" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="QIF Import"/>
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<div class="text-muted">
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Import your bank statements in QIF
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" title="Once installed, set 'Bank Feeds' to 'File Import' in bank account settings.This adds a button to import from the Accounting dashboard.">
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<div class="o_setting_left_pane">
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<field name="module_account_bank_statement_import_ofx" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="OFX Import"/>
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<div class="text-muted">
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Import your bank statements in OFX
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" title="Once installed, set 'Bank Feeds' to 'File Import' in bank account settings.This adds a button to import from the Accounting dashboard.">
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<div class="o_setting_left_pane">
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<field name="module_account_bank_statement_import_camt" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="CAMT Import"/>
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<div class="text-muted">
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Import your bank statements in CAMT.053
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</div>
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</div>
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</div>
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</div>
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<h2>Accounting Reports</h2>
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<div class="row mt16 o_settings_container" id="accouting_reports">
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<div class="col-xs-12 col-md-6 o_setting_box" id="account_accountant" title="If you do not check this box, you will be able to do invoicing & payments, but not accounting (Journal Items, Chart of Accounts, ...).">
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<div class="o_setting_left_pane">
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<field name="module_account_accountant"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_account_accountant"/>
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<div class="text-muted">
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Add all accounting features: journal entries, legal statements, etc.
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" id="fiscalyear" invisible="1"/>
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<div class="col-xs-12 col-md-6 o_setting_box" id="dynamic_report" invisible="1">
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<div class="o_setting_left_pane">
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<field name="module_account_reports" class="oe_inline" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_account_reports"/>
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<div class="text-muted" id="account_reports">
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Navigate easily through reports and see what is behind the numbers
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</div>
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</div>
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</div>
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</div>
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<h2>Analytics</h2>
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<div class="row mt16 o_settings_container" id="analytic">
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<div class="col-xs-12 col-md-6 o_setting_box" title="Allows you to use the analytic accounting.">
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<div class="o_setting_left_pane">
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<field name="group_analytic_accounting"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_analytic_accounting"/>
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<div class="text-muted">
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Track costs & revenues by project, department, etc.
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</div>
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<div class="content-group" attrs="{'invisible': [('group_analytic_accounting', '=', False)]}">
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<div class="mt16" id="analytic_account_link">
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<button name="%(analytic.action_analytic_account_form)d" icon="fa-arrow-right" type="action" string="Analytic Accounts" class="btn-link"/>
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</div>
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<div>
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<button name="%(analytic.account_analytic_tag_action)d" icon="fa-arrow-right" type="action" string="Tags for Multidimensional Analytics" class="btn-link"/>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box" id="account_budget" title="This allows accountants to manage analytic and crossovered budgets. Once the master budgets and the budgets are defined, the project managers can set the planned amount on each analytic account.">
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<div class="o_setting_left_pane">
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<field name="module_account_budget" class="oe_inline"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_account_budget"/>
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<div class="text-muted">
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Compare actual revenues & costs with budgets
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</div>
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<div id="msg_account_budget" class="content-group" attrs="{'invisible': [('module_account_budget', '=', False)]}">
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<div class="text-warning mt16 mb4">
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Save this page and come back here to set up the feature.
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</div>
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</div>
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</div>
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</div>
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<div class="col-xs-12 col-md-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_product_margin"/>
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</div>
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<div class="o_setting_right_pane">
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<label string="Margin Analysis"/>
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<div class="text-muted">
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Monitor your product margins from invoices
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</div>
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</div>
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</div>
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</div>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_account_config" model="ir.actions.act_window">
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<field name="name">Configure Accounting</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account.config.settings</field>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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</record>
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<menuitem id="menu_account_config" name="Settings" parent="menu_finance_configuration"
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sequence="0" action="action_account_config" groups="base.group_system"/>
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</data>
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</odoo>
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