From 9d0a591528e226cc5491b10004a10959050f28cd Mon Sep 17 00:00:00 2001 From: Sven Fuehr Date: Wed, 10 Sep 2025 16:51:38 +0200 Subject: [PATCH] [ADD] accounting/l10n_be: documentation for new codaclean module In enterprise PR odoo/enterprise/pull/93909 we add a new module to automatically import bank statements from Codaclean. Codaclean is an external provider that allows its users to access their bank statements in form of CODA files. This PR adds the information on how to configure / use the new module. task-4844423 backport of commit 1cc2adfc7d3f8fac5be3a44fa041a4e9db5b91e3 (no changes) --- .../finance/fiscal_localizations/belgium.rst | 70 +++++++++++++++++++ 1 file changed, 70 insertions(+) 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 ====================