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70 changes: 70 additions & 0 deletions content/applications/finance/fiscal_localizations/belgium.rst
Original file line number Diff line number Diff line change
Expand Up @@ -428,6 +428,76 @@ Potential issues
:guilabel:`CodaBox` section, click on :guilabel:`Manage Connection`, then click on
:guilabel:`Revoke`.

.. _belgium/codaclean:

Codaclean
---------

**Codaclean** is a service that allows Belgian companies and accounting firms to access bank
information and statements. Odoo provides a way to import such statements and their transactions
automatically.

.. _belgium/codaclean-configuration:

Configuration
~~~~~~~~~~~~~

.. note::
Make sure to :ref:`install <general/install>` the :guilabel:`Codaclean` (`l10n_be_codaclean`)
module.


.. _belgium/codaclean-configuration-connection:

Connection with Odoo
********************

To connect Odoo with Codaclean, follow these steps:

#. Open the Settings app, navigate to the :ref:`Companies <general/companies/company>` section, and
click :icon:`oi-arrow-right` :guilabel:`Manage Companies` to make sure the company's
:guilabel:`Country` is set to :guilabel:`Belgium`.
#. Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the
:guilabel:`Codaclean` section.
#. Click :guilabel:`Manage Connection` to open the connection wizard, enter the Codaclean
:guilabel:`Username` and :guilabel:`Password` and click :guilabel:`Connect`.

The :guilabel:`Status` is updated to :guilabel:`Connected`.

.. tip::
Once the connection is established, the :guilabel:`Manage Connection` wizard provides two options:

- Update Codaclean credentials: Enter the new :guilabel:`Username` and :guilabel:`Password`, then
click :guilabel:`Change Credentials`.
- Remove Codaclean connection: Click :guilabel:`Disconnect`; no :guilabel:`Username` or
:guilabel:`Password` is required.

.. _belgium/codaclean-configuration-journal:

Journal creation
****************

A specific bank journal must be created for Codaclean synchronization. To do so, :doc:`create a new
bank journal <../accounting/bank>`, make sure to enter the correct IBAN in the :guilabel:`Bank
Account Number` field, and select :guilabel:`Codaclean Syncronization` in the :guilabel:`Bank Feeds`
field.

.. tip::
For bank transactions in different currencies, it is recommended to create a separate journal for
each currency, using the same bank account.

.. _belgium/codaclean-synchronization:

Synchronization
~~~~~~~~~~~~~~~

Once the connection is established, Odoo is synchronized with Codaclean, and new CODA files received
via Codaclean are checked every twelve hours.

.. tip::
To manually check for new CODA files, go to the Accounting Dashboard and click :guilabel:`Fetch
from Codaclean` on the relevant :ref:`journal <belgium/codaclean-configuration-journal>` .

Electronic invoicing
====================

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