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[IMP] accounting_firm: rework on the products and projects#1979

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[IMP] accounting_firm: rework on the products and projects#1979
mega-odoo wants to merge 1 commit intoodoo:saas-19.2from
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  • Set expense_policy to 'sales_price' for products.
  • Set projects as templates and remove from favorites.
  • Update a knowledge article accordingly.

Task ID- 6004930

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robodoo commented Apr 7, 2026

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@mega-odoo mega-odoo force-pushed the saas-19.2-accounting-firm-improvements-mega branch 3 times, most recently from ee28a8f to f75b0e4 Compare April 10, 2026 12:05
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@mega-odoo Good and quick work. Just a few corrections.
@vava-odoo PR is ready for your review.

<p>Timesheets work well but you may want to capture more on the fly some work you do and expense it. Here is how to proceed.</p>
<ul>
<li>Open the Sales App and navigate from the menu to To Invoice, Services &amp; Materials.</li>
<li>Hit the ew button, select the order it applies to, the product you worked on, adjust the quantity, leave a note and save the line.</li>
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<li>Hit the ew button, select the order it applies to, the product you worked on, adjust the quantity, leave a note and save the line.</li>
<li>Hit the New button, select the order it applies to, the product you worked on, adjust the quantity, leave a note and save the line.</li>

<strong>Leveraging the activity tracker</strong>
</p>
<p>The Timesheets App as comes with an activity tracker you can install on your browser and desktop.</p>
<p>The time tracker captures the objects your manipulating and populates your time sheets for you. You only have to review them at the end of the day!</p>
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<p>The time tracker captures the objects your manipulating and populates your time sheets for you. You only have to review them at the end of the day!</p>
<p>The time tracker captures the objects you are manipulating and populates your time sheets for you. You only have to review them at the end of the day!</p>

@mega-odoo mega-odoo force-pushed the saas-19.2-accounting-firm-improvements-mega branch from f75b0e4 to 9d64fa6 Compare April 13, 2026 05:41
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@robodoo delegate=pgu-odoo

<p>
<strong>Leveraging the activity tracker</strong>
</p>
<p>The Timesheets App as comes with an activity tracker you can install on your browser and desktop.</p>
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Suggested change
<p>The Timesheets App as comes with an activity tracker you can install on your browser and desktop.</p>
<p>The Timesheets App comes with an activity tracker you can install on your browser and desktop.</p>

@mega-odoo mega-odoo force-pushed the saas-19.2-accounting-firm-improvements-mega branch from 9d64fa6 to 448d402 Compare April 13, 2026 09:51
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oups

- Set expense_policy to 'sales_price' for products.
- Set projects as templates and remove from favorites.
- Update a knowledge article accordingly.

Task ID- 6004930
@mega-odoo mega-odoo force-pushed the saas-19.2-accounting-firm-improvements-mega branch from 448d402 to dce99c7 Compare April 13, 2026 10:34
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@robodoo r+

robodoo pushed a commit that referenced this pull request Apr 13, 2026
- Set expense_policy to 'sales_price' for products.
- Set projects as templates and remove from favorites.
- Update a knowledge article accordingly.

Task ID- 6004930

closes #1979

Signed-off-by: Pratima Gupta (pgu) <pgu@odoo.com>
@robodoo robodoo closed this Apr 13, 2026
@fw-bot fw-bot deleted the saas-19.2-accounting-firm-improvements-mega branch April 20, 2026 12:02
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4 participants