diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index a4c941ab46..dad03de888 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -427,6 +427,76 @@ 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 ` 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 ` 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 ` . + Electronic invoicing ====================