[ADD] finance: avalara portal

closes #9167

Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

content/applications/finance/accounting/taxes/avatax.rst

@@ -397,10 +397,12 @@ menu, and select a category, or :guilabel:`Search More...` to find one that is n
 .. seealso::
    - :doc:`fiscal_positions`
    - :doc:`avatax/avatax_use`
+   - :doc:`avatax/avalara_portal`
    - `US Tax Compliance: Avatax elearning video
      <https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
 
 .. toctree::
    :titlesonly:
 
    avatax/avatax_use
+   avatax/avalara_portal

content/applications/finance/accounting/taxes/avatax/avalara_portal.rst

@@ -0,0 +1,259 @@
+
+.. _avatax/portal:
+
+=======================
+Avalara (Avatax) portal
+=======================
+
+Avalara's (*AvaTax*) management console offers account management options including: viewing/editing
+the transactions sent from Odoo to *AvaTax*, details on how the taxes are calculated, tax reporting,
+tax exemption management, and tax return resources.
+
+.. tip::
+   Avalara is the software developer of the tax software, *AvaTax*.
+
+To access the console, first, navigate to either Avalara's `sandbox
+<https://sandbox.admin.avalara.com/>`_ or `production <https://admin.avalara.com/>`_ environment.
+This will depend on which type of account was set in the :doc:`integration <../avatax>`. Log in to
+the management console.
+
+.. image:: avalara_portal/avalara-portal.png
+   :align: center
+   :alt: Avalara dashboard after logging into management portal.
+
+.. seealso::
+   For more information see Avalara's documentation: `Activate your Communications Customer Portal
+   account
+   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=Activate_your_Communications_Customer_Portal_account.html&_LANG=enus>`_.
+
+.. _avalara/portal-transactions:
+
+Transactions
+============
+
+To access transactions, click in the :guilabel:`Transactions` link on the main dashboard upon
+logging into the :ref:`avatax/portal`. To manually access the *Transactions* page, while logged into
+the Avalara console, navigate to :menuselection:`Transactions --> Transactions`.
+
+.. image:: avalara_portal/avalara-transactions.png
+   :align: center
+   :alt: Avalara portal with the transactions shortcut highlighted.
+
+Edit transaction
+----------------
+
+Click into a transaction to reveal more details about the transaction. These details include
+sections on :guilabel:`Invoice detail`, :guilabel:`Additional info`, and :guilabel:`Customer info`.
+Click :icon:`fa-pencil` :guilabel:`Edit document details` to make changes to the transaction.
+
+A :guilabel:`Discount` can be added to adjust the invoice. This is especially useful in cases where
+the transaction has already synced with Avalara / *AvaTax*, and changes need to be made afterward.
+
+.. _avalara/portal-filter:
+
+Filter
+------
+
+Filter transactions on the :guilabel:`Transactions` page, by setting the :guilabel:`From` and
+:guilabel:`To` fields, and configuring other fields to filter by, including:
+
+- :guilabel:`Document Status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`,
+  :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
+- :guilabel:`Document Code`: any of the following options, :guilabel:`Exactly match`,
+  :guilabel:`Starts with`, or :guilabel:`Contains`.
+- :guilabel:`Customer/Vendor Code`: the customer/vendor code in Odoo (e.g. `Contact18`).
+- :guilabel:`Country`: the country this tax was calculated in; this is a text field.
+- :guilabel:`Region`: the region of the country, which varies based on the :guilabel:`Country`
+  selection.
+
+Click :icon:`fa-plus` :guilabel:`Filters` to access the following filter conditions:
+
+- :guilabel:`Document Type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales
+  Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer
+  Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs
+  Invoice`.
+- :guilabel:`Import ID`: represents the import ID of the document.
+
+Sort by
+-------
+
+On the :guilabel:`Transactions` page, transactions will be listed below, according to the set
+:ref:`avalara/portal-filter`, located in the top half of the page. The following columns are
+available by default, to sort by ascending or descending order:
+
+- :guilabel:`Doc Code`: either of the following options, :guilabel:`Exactly match`,
+  :guilabel:`Starts with`, or :guilabel:`Contains`.
+- :guilabel:`Doc Status`: either of the following options, :guilabel:`All`, :guilabel:`Voided`,
+  :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
+- :guilabel:`Cust/Vendor Code` : this is the customer/vendor code in Odoo (e.g. Contact18).
+- :guilabel:`Region`: this is the region of the country, this will vary based on the
+  :guilabel:`Country` selection.
+- :guilabel:`Amount`: the numeric amount of the total amount on the Odoo document.
+- :guilabel:`Tax`: the numeric amount of the tax applied to the total.
+
+.. image:: avalara_portal/transactions.png
+   :align: center
+   :alt: Transactions page on the Avalara portal with the filter and sort-by options highlighted.
+
+Customize columns
+~~~~~~~~~~~~~~~~~
+
+Additional columns can be added by clicking the :icon:`fa-cog` :guilabel:`Customize columns`. On the
+resulting popover window, click the drop-down menu for the :guilabel:`column` that should be
+changed.
+
+The following columns can be added for additional transactional information:
+
+- :guilabel:`AvaTax calculated`: the amount of tax calculated by *AvaTax*.
+- :guilabel:`Country`: the country this tax was calculated in; this is a text field.
+- :guilabel:`Cust/vendor code`: the customer/vendor code in Odoo (e.g. `Contact18`).
+- :guilabel:`Currency`: the standardized abbreviation for the currency the amount total is in.
+- :guilabel:`Doc date`: the document's date of creation.
+- :guilabel:`Doc status`: any of the following options, :guilabel:`All`, :guilabel:`Voided`,
+  :guilabel:`Committed`, :guilabel:`Uncommitted`, or :guilabel:`Locked`.
+- :guilabel:`Doc type`: any of the following selections, :guilabel:`All`, :guilabel:`Sales
+  Invoice`, :guilabel:`Purchase Invoice`, :guilabel:`Return Invoice`, :guilabel:`Inventory Transfer
+  Inbound Invoice`, :guilabel:`Inventory Transfer Outbound Invoice`, or :guilabel:`Customs
+  Invoice`.
+- :guilabel:`Import ID`: represents the import ID of the document.
+- :guilabel:`Last modified`: timestamp of the last time the document was modified.
+- :guilabel:`Location code`: the location code used to calculate the tax, based on the delivery
+  address.
+- :guilabel:`PO number`: the purchase order number.
+- :guilabel:`Reference code`: the Odoo reference code (e.g. NV/2024/00003)
+- :guilabel:`Region`: the region of the country,which varies based on the :guilabel:`Country`
+  selection.
+- :guilabel:`Salesperson code`: the numeric ID of the user assigned to the sales order in Odoo.
+- :guilabel:`Tax date`: the month/day/year of the tax calculation.
+- :guilabel:`Tax override type`: where an exemption would appear, should there be none, the field
+  populates with :guilabel:`None`.
+
+To add a new column click the :icon:`fa-plus` :guilabel:`Column`.
+
+.. seealso::
+   For more information on *AvaTax* transactions, refer to this Avalara documentation: `Transactions
+   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=qvv1656594440497&topicId=transactions.html&_LANG=enus>`_.
+
+Import-export
+-------------
+
+While on the :ref:`avalara/portal-transactions`, click :icon:`fa-download` :guilabel:`Import
+transactions` or :icon:`fa-upload` :guilabel:`Export transactions` to import or export transactions.
+
+Reports
+-------
+
+To access reporting, navigate to the :menuselection:`Reports` link in the top menu of the Avalara
+management console. Next, select from one of the available reporting tabs: :guilabel:`Transactions
+reports`, :guilabel:`Liability & tax return reports`, or :guilabel:`Exemption reports`.
+
+.. tip::
+   Additionally, there is a :guilabel:`Favorites` tab and :guilabel:`Downloads` tab. The
+   :guilabel:`Favorites` tab contains any favorited report configurations for the Avalara user. The
+   :guilabel:`Downloads` tab contains a list view where the user can download the high-volume
+   transaction reports created in the last 30 days.
+
+Make a selection for the :guilabel:`Report Category`, and the :guilabel:`Report Name`, under the
+:guilabel:`Select a report` section.
+
+Next, fill out the :guilabel:`Select report details` section. These options will vary based on the
+tab selected above.
+
+Depending on the report size, the following two options are available in the section labeled,
+:guilabel:`Select the approximate number of transactions for your report`: :guilabel:`Create and
+download the report instantly` (for small reports) and :guilabel:`Create and download the report in
+the background` (for larger reports). Select one or the other depending on the volume of
+transactions in this report.
+
+Finally, under the section labeled, :guilabel:`Report preview and export` make a selection of the
+file type to download. Either a :guilabel:`.PDF` or :guilabel:`.XLS` can be chosen. Alternatively,
+the file can be previewed by selecting the :guilabel:`Preview` option.
+
+After making all the configurations, click :guilabel:`Create report` to download the report. Click
+:icon:`fa-star-o` :guilabel:`Make this report a favorite` to save the report configuration to the
+user's favorites.
+
+After the report is created, click :icon:`fa-download` :guilabel:`Download` to download the file to
+the device.
+
+.. tip::
+   Select a pre-configured report from the :guilabel:`Frequently used reports` section of the
+   reporting dashboard.
+
+   Access this list by clicking on the :guilabel:`Reports` option in the top menu of the Avalara
+   management console, and scroll to the bottom of the page.
+
+.. seealso::
+   `See Avalara's documentation: Reports in AvaTax
+   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=rjq1671176624730&topicId=Reports_in_AvaTax.html&_LANG=enus>`_.
+
+Add more jurisdictions
+======================
+
+Additional jurisdictions (tax locations) can be added in the Avalara management console. Navigate to
+either Avalara's `sandbox <https://sandbox.admin.avalara.com/>`_ or `production
+<https://admin.avalara.com/>`_ environment. This will depend on which type of account was set in the
+:doc:`integration <../avatax>`.
+
+Next, navigate to :menuselection:`Settings --> Where you collect tax`. Choose between the three
+different tabs, depending on the business need. The first tab is :guilabel:`Sales and use tax`,
+where tax can be collected for the United States. Click the :icon:`fa-plus` :guilabel:`Add to where
+you collect sales and use tax` to add another location where the company collects sales and use tax.
+
+The second option, is the :guilabel:`VAT/GST` tab where the :icon:`fa-plus` :guilabel:`Add a country
+or territory where you collect VAT/GST` can be selected to add another country or territory where
+the company collects VAT/GST.
+
+Finally, on the far-right, is the :guilabel:`Customs duty` tab, where a country can be added where
+the company collects customs duty. Simply click on the :icon:`fa-plus` :guilabel:`Add a country
+where you calculate customs duty` icon below the tab.
+
+.. image:: avalara_portal/where-you-collect-tax.png
+   :align: center
+   :alt: AvaTax management console, on the Where you collect tax page, with the add button and
+         sales and use tax tab highlighted.
+
+.. seealso::
+   `See Avalara's documentation: Add local jurisdiction taxes
+   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=bla1700809896571_bla1700809896571&topicId=nbw1698727575499.html&_LANG=enus>`_.
+
+Tax exemption certificate
+=========================
+
+Tax exemption certificates for customers can be added into the Avalara management console, so that
+*AvaTax* is aware of which customers may be exempt from paying certain taxes. To add an *exception
+certificate* navigate to :menuselection:`Exemptions --> Customer certificates`. From there, click on
+the :icon:`fa-plus` :guilabel:`Add a certificate` to configure an exemption.
+
+.. warning::
+   An Avalara subscription to Exemption Certificate Management (ECM) is required in order to attach
+   certificate images, and to be ready for an audit. For more on subscribing to this add-on, visit
+   `Avalara
+   <https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hff1682048150115_hff1682048150115&topicId=fol1682356576230.html&_LANG=enus>`_.
+
+End-of-year operations
+======================
+
+Avalara's services include tax return services, for when it is time to file taxes at the end of the
+year. To access Avalara's tax services log, into the `management portal
+<https://admin.avalara.com/>`_. Then, from the main dashboard, click :guilabel:`Returns`. Avalara
+will prompt the Avalara user to log in for security purposes, and redirect the user to the *Returns*
+portal.
+
+.. image:: avalara_portal/avalara-returns.png
+   :align: center
+   :alt: Avalara portal with the returns shortcut highlighted.
+
+Click :guilabel:`Get started` to begin the tax return process. For more information, refer to this
+Avalara documentation: `About Managed Returns
+<https://community.avalara.com/support/s/document-item?language=en_US&bundleId=hps1656397152776_hps1656397152776&topicId=Learn_about_Managed_Returns.html&_LANG=enus>`_.
+
+.. tip::
+   Alternatively, click on the :menuselection:`Returns` button in the top menu of the Avalara
+   management console.
+
+.. seealso::
+   - :doc:`../avatax`
+   - :doc:`avatax_use`
+   - `US Tax Compliance: Avatax elearning video
+     <https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_

content/applications/finance/accounting/taxes/avatax/avatax_use.rst

@@ -157,5 +157,8 @@ creation (or adjustment) of the transaction.
 
 .. seealso::
    - :doc:`../avatax`
+   - :doc:`avalara_portal`
    - `US Tax Compliance: Avatax elearning video
      <https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
+   - :doc:`../fiscal_positions`
+