diff options
| author | Fabien Pinckaers <fp@openerp.com> | 2015-09-08 09:31:17 +0200 |
|---|---|---|
| committer | Fabien Pinckaers <fp@openerp.com> | 2015-09-08 09:31:17 +0200 |
| commit | 22b2c02bf3a4286aa8d1bfd7f79a223fc2c1b276 (patch) | |
| tree | 17e70c75589ef97d321f9fadad1f1604a10bb2f2 /addons | |
| parent | a39cec7ae8eb41824713f008e90b7564b77ccb74 (diff) | |
[IMP] accounting planner intro
Diffstat (limited to 'addons')
| -rw-r--r-- | addons/account/views/web_planner_data.xml | 33 |
1 files changed, 22 insertions, 11 deletions
diff --git a/addons/account/views/web_planner_data.xml b/addons/account/views/web_planner_data.xml index c5f7c443fc7..bbed8d2f7e8 100644 --- a/addons/account/views/web_planner_data.xml +++ b/addons/account/views/web_planner_data.xml @@ -7,20 +7,31 @@ <t t-call="web_planner.page"> <t t-set="page_title" t-value="'Welcome'"/> <t t-set="hide_mark_as_done" t-value="True"/> - <i><p> + <p> This guide will help you get started with Odoo Accounting. - </p></i> - <p>Once you're done, you'll benefit from:</p> + Once you're done, you'll benefit from: + </p> + <ul> + <li><strong>Reduced data entry:</strong> no need to manually create invoices, register bank statements, follow-up payments,</li> + <li><strong>Clean customer invoices:</strong> easy to create, beautiful and full featured invoices,</li> + <li><strong>Automated documents sending:</strong> automatically send your invoices by email or regular mail,</li> + <li><strong>On-the-fly payment reconciliation:</strong> automatic suggestion of outstanding payments when creating an invoice,</li> + <li><strong>Bank interface:</strong> with bank feeds synchronization or bank statement import.</li> + </ul> + <p>For the setup, you will need to get access to the following information:</p> + <ul> + <li>Your company: legal name, Tax ID, address, logo.</li> + <li>Your bank accounts: one statement per bank account</li> + <li>Your usual payment terms</li> + <li>Your usual tax rates</li> + <li>Current account balances</li> + <li>Outstanding invoices, payments and undeposited funds</li> + </ul> <p> - <ul> - <li><strong>Reduced data entry:</strong> no need to manually create every invoice, register bank statements, follow-up payments, etc.</li> - <li><strong>Clean customer invoices:</strong> easy to create, beautiful and fully featured invoices (payment terms, multiple taxes, discounts, etc).</li> - <li><strong>Automated documents sending:</strong> automatically print, send and deliver your invoices & letters by regular mail or email.</li> - <li><strong>On-the-fly payment reconciliation:</strong> automatic suggestion of outstanding payments when creating an invoice.</li> - <li><strong>Bank interface:</strong> your bank statements are automatically synchronized with your bank.</li> - </ul> + If you'd like some help on any subject dont hesitate to + contact our Accounting experts by using the <span class="fa fa-question-circle"/> + icon on the top bar. </p> - <p>If you'd like some help on any subject dont hesitate to contact our Accounting experts by using the <span class="fa fa-question-circle"/> icon on the top bar.</p> <p>Enjoy your Odoo experience,</p> <div class="mt32"> <img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/> |