diff --git a/content/applications/hr/lunch/user-accounts.rst b/content/applications/hr/lunch/user-accounts.rst index 8e7d84e9bfa..ef2b694a859 100644 --- a/content/applications/hr/lunch/user-accounts.rst +++ b/content/applications/hr/lunch/user-accounts.rst @@ -3,17 +3,14 @@ Manage user accounts ==================== In Odoo's **Lunch** application, users pay for products directly from their **Lunch** app account. -For funds to appear in their account, a **Lunch** app manager **must** transfer funds into each -user's account. +For funds to appear in their account, a **Lunch** app manager must transfer funds into each user's +account. .. important:: - To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights - set for the **Lunch** application. This is verified by navigating to :menuselection:`Settings app - -->` :icon:`oi-arrow-right` :guilabel:`Manage Users`. Then, click on a user to view their various - settings and access rights. - - For more information, refer to the :doc:`Access rights <../../general/users/access_rights/>` - documentation. + To add funds and manage user accounts, the user must have *Administrator* :doc:`access rights + <../../general/users/access_rights/>` for the **Lunch** application. Access rights can be managed + by navigating to the :menuselection:`Settings app` app and clicking :icon:`oi-arrow-right` + :guilabel:`Manage Users`. Click on a user to view their individual access rights. The **Lunch** application does **not** directly interface in any way with software or products linked to any monetary accounts or billing. Money **cannot** be transferred from users' bank @@ -29,7 +26,7 @@ lunch accounts are replenished. - Cash is handed to the **Lunch** app manager, who then updates the user's account. - Money is automatically deducted from the user's paychecks, then the **Lunch** app manager updates the account when paychecks are issued. This requires :ref:`adding a salary attachment - ` for the user's payslip in the *Payroll* app. + ` for the user's payslip in the **Payroll** app. - Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users can purchase tickets from a **Lunch** app manager, who then updates the user's account. @@ -58,43 +55,42 @@ the :guilabel:`Cash Moves` dashboard. A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form: -- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If +- :guilabel:`User`: Select the user depositing cash into their account from the drop-down menu. If the user is not in the database, they can be created by typing their name in the :guilabel:`User` field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create the user and edit the :guilabel:`Create User` form. -- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred. -- :guilabel:`Amount`: enter the amount being added to the lunch account. -- :guilabel:`Description`: enter a brief description of the transaction. +- :guilabel:`Date`: Select the date the transaction occurred using the calendar popover. +- :guilabel:`Amount`: Enter the amount being added to the lunch account. +- :guilabel:`Description`: Enter a brief description of the transaction. .. image:: user-accounts/cash-move-form.png - :alt: The cash move form filled out for a transaction of $40.00. + :alt: The cash move form filled out for a transaction of $25.00. Control Accounts ================ -An overview of every transaction in the **Lunch** app, including all cash deposits and purchases, -can be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to +The main *Control Accounts* dashboard provides an overview of every transaction in the **Lunch** +app, including all cash deposits and purchases. To access this dashboard, navigate to :menuselection:`Lunch app --> Manager --> Control Accounts.` -All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first -name. At the end of the user's name, a number appears. This indicates the number of individual -records logged for that user. +Transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first +name. Their available balance is displayed in the :guilabel:`Amount` column. This takes into account +all deposits and transactions to their lunch account. -The default view is to have all individual transactions hidden. To view all transactions for a user, -click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of the desired name to -expand that specific group. +Individual transactions are hidden in the default view. To view all transactions for a specific +user, click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of their name to +expand the full list of transactions associated with their lunch account. -Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and +Each line includes the transaction :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and :guilabel:`Amount`. .. image:: user-accounts/control-accounts.png :alt: The Control Accounts dashboard with two employee's transactions expanded. .. important:: - This list only displays the various transactions within the **Lunch** app, and does **not** allow - modifications to be made to any records listed. + The :guilabel:`Control Accounts` dashboard is a view-only list of transactions within the + **Lunch** app, and does **not** allow modifications to be made to any records listed. - Cash moves can be modified, but **only** from the :ref:`Cash Moves ` dashboard, - not from the :guilabel:`Control Accounts` dashboard. + Cash moves can be modified through the :ref:`Cash Moves ` dashboard, only. - It is **not** possible to modify any product-related records. + Product-related records **cannot** be modified. diff --git a/content/applications/hr/lunch/user-accounts/cash-move-form.png b/content/applications/hr/lunch/user-accounts/cash-move-form.png index 9734c1e13f8..9c4662de918 100644 Binary files a/content/applications/hr/lunch/user-accounts/cash-move-form.png and b/content/applications/hr/lunch/user-accounts/cash-move-form.png differ diff --git a/content/applications/hr/lunch/user-accounts/cash.png b/content/applications/hr/lunch/user-accounts/cash.png index faba431f69c..1ab20509397 100644 Binary files a/content/applications/hr/lunch/user-accounts/cash.png and b/content/applications/hr/lunch/user-accounts/cash.png differ diff --git a/content/applications/hr/lunch/user-accounts/control-accounts.png b/content/applications/hr/lunch/user-accounts/control-accounts.png index f22bea62763..6e50f6c8c4b 100644 Binary files a/content/applications/hr/lunch/user-accounts/control-accounts.png and b/content/applications/hr/lunch/user-accounts/control-accounts.png differ