Friday, October 20, 2023
2 changes
New functionality added to Odoo
A new Belgian Codabox integration lets fiduciaries connect client companies to Codabox and retrieve CODA bank statements and SODA payroll accounting files directly in Odoo. CODA files can be imported automatically every 12 hours or manually from the journal dashboard, while SODA imports are launched manually with clear dashboard warnings if consent expires.
Original PR description
This new module allows to fiduciaries to retrieve CODA and SODA files from Codabox. To do so, it must: - Go on the client's company - Correctly set the country (Belgium) and the VAT in the company…
This new module allows to fiduciaries to retrieve CODA and SODA files from Codabox. To do so, it must: - Go on the client's company - Correctly set the country (Belgium) and the VAT in the company settings - For CODA files, create one bank journal per bank account the client has and set the source to "Codabox" - For SODA files, create one general journal - For SODA files, set the created journal as import journal of SODA files - In the settings, set the Fiduciary's VAT - Click on Connect - You'll be redirected to Codabox's website to approve the authentication - The connection is now working - The CODA files will automatically be retrieved every 12 hours by a cron - They can also be manually retrieved via a button on the journals dashboard - The SODA files must be manually retrieved from the journals dashboard which will redirect the user to the SODA account mapping - If the import fails because the consent is not valid anymore, the user will be warned directly on the journals dashboard - Naturally, the user may delete the connection to Codabox which will remove the consent from IAP's side IAP: https://github.com/odoo/iap-apps/pull/697 task-id 3239596
Customers can now manage key subscription actions directly from the portal, including renewing, changing quantities, and closing eligible subscriptions when enabled by the business. This gives companies more control over customer self-service while reducing manual support and sales follow-up for routine subscription changes.
Original PR description
Add self-service option to the subscription portal. 3 Settings can be set up on the sale order template: - user_extend : Allow the user to create renewal order for his subscription - user_quantity : Allow the user to modify the line quantity of subscription before the first invoice or create an upsell if the subscription has already been invoiced. - user_closalble : Allow the user to close the subscription. comm : https://github.com/odoo/odoo/pull/129713