odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/finance/fiscal_localizations/egypt.md

@@ -0,0 +1,234 @@
+---
+title: "Egypt"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/fiscal_localizations/egypt.html"
+---
+
+=====
+# Egypt
+
+.. _egypt/installation:
+
+# Installation
+
+:ref:`Install <general/install>` the following modules to get all the features of the Egyptian
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Egypt - Accounting`
+     - `l10n_eg`
+     - Default :ref:`fiscal localization package <fiscal_localizations/packages>`
+   * - :guilabel:`Egyptian E-invoice Integration`
+     - `l10n_eg_edi_eta`
+     - :ref:`Egyptian Tax Authority (ETA) e-invoicing integration <egypt/e-invoicing>`
+
+.. _egypt/e-invoicing:
+
+# Egyptian e-invoicing
+
+Odoo is compliant with the **Egyptian Tax Authority (ETA) e-invoicing** requirements.
+
+> **important**:
+>    Egyptian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
+   </administration/upgrade>` your database.
+
+.. seealso::
+   - [Video: Egypt E-invoicing ](https://www.youtube.com/watch?v=NXuBPLR4pVw)
+   - :doc:`/administration/upgrade`
+
+.. _egypt/e-invoicing-eta-portal:
+
+## Register Odoo on your ETA portal
+
+You must register your Odoo ERP system on your ETA portal to get your API credentials. You need
+these codes to :ref:`configure your Odoo Accounting app <egypt/e-invoicing-configuration>`.
+
+Access your company profile on the ETA portal by clicking on :guilabel:`View Taxpayer Profile`.
+
+.. image:: egypt/taxpayer-profile.png
+   :align: center
+   :alt: Clicking on "View Taxpayer Profile" on an ETA invoicing portal
+
+Next, go to the :guilabel:`Representatives` section and then click on :guilabel:`Register ERP`.
+Fill out the :guilabel:`ERP Name` (e.g., `Odoo`) and leave the other fields empty.
+
+.. image:: egypt/add-erp-system.png
+   :align: center
+   :alt: Filling out of the form to register an ERP system on the ETA portal.
+
+Once successfully registered, the website displays your API credentials:
+
+- Client ID
+- Client Secret 1
+- Client Secret 2
+
+> **note**:
+>    - ETA should give you a username and a password to access their online portal.
+   - Ask ETA to provide you with preproduction portal access as well.
+   - These codes are confidential and should be stored safely.
+
+.. _egypt/e-invoicing-configuration:
+
+## Configuration on Odoo
+
+To connect your Odoo database to your ETA portal account, go to :menuselection:`Accounting -->
+Configuration --> Settings --> ETA E-Invoicing Settings`, and set the :guilabel:`ETA Client ID` and
+:guilabel:`ETA Secret` that you retrieved when you :ref:`registered Odoo on your ETA portal
+<egypt/e-invoicing-eta-portal>`. Set an invoicing threshold if needed.
+
+.. image:: egypt/eta-api-integration.png
+   :align: center
+   :alt: Configuration of the ETA E-Invoicing credentials in Odoo Accounting
+
+> **important**:
+>    - **Test on your preproduction portal** before starting to issue real invoices on the production
+     ETA portal.
+   - **Credentials** for preproduction and production environments are different. Make sure to
+     update them on Odoo when you move from one environment to another.
+   - If not done yet, fill out your company details with your company's full address, country, and
+     Tax ID.
+
+.. _egypt/e-invoicing-eta-codes:
+
+### ETA codes
+
+E-invoicing works with a set of codes provided by the ETA. You can use the [ETA documentation
+](https://sdk.preprod.invoicing.eta.gov.eg/codes/) to code your business attributes.
+
+Most of these codes are handled automatically by Odoo, provided that your :ref:`branches
+<egypt/e-invoicing-branches>`, :ref:`customers <egypt/e-invoicing-customers>`, and :ref:`products
+<egypt/e-invoicing-products>` are correctly configured.
+
+- Company Information:
+
+  - Company Tax ID
+  - | Branch ID
+    | If you have only one branch, use `0` as the branch code.
+  - Activity type Code
+
+- Other Information:
+
+  - | Product Codes
+    | Your company's products should be coded and matched with their **GS1** or **EGS** codes.
+  - | Tax Codes
+    | Most of the taxes codes are already configured on Odoo in the :guilabel:`ETA Code (Egypt)`
+      field. We advise you to make sure these codes match your company's taxes.
+
+.. seealso::
+   - [Egyptian eInvoicing & eReceipt SDK - Code Tables
+     ](https://sdk.preprod.invoicing.eta.gov.eg/codes/)
+   - :doc:`../accounting/taxes`
+
+.. _egypt/e-invoicing-branches:
+
+### Branches
+
+Create a contact and a journal for each branch of your company and configure its ETA settings.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, then click on
+:guilabel:`Create`.
+
+Name the journal according to your company's branch and set the :guilabel:`Type` as
+:guilabel:`Sales`. Next, open the :menuselection:`Advanced Settings` tab and fill out the
+:guilabel:`Egyptian ETA settings` section:
+
+- In the :guilabel:`Branch` field, select the branch's contact or create it.
+- Set the :guilabel:`ETA Activity Code`.
+- Set the :guilabel:`ETA Branch ID` (use `0` if you have one branch only).
+
+.. image:: egypt/branch-journal.png
+   :align: center
+   :alt: Sales journal configuration of an Egyptian company's branch
+
+> **important**:
+>    The contact selected in the :guilabel:`Branch` field must be set as a :guilabel:`Company`
+   (**not** as an :guilabel:`Individual`), and the :guilabel:`Address` and :guilabel:`Tax ID` fields
+   must be filled out.
+
+.. _egypt/e-invoicing-customers:
+
+### Customers
+
+Make sure your customers' contact forms are correctly filled out so your e-invoices are valid:
+
+- contact type: :guilabel:`Individual`: or :guilabel:`Company`:
+- :guilabel:`Country`:
+- :guilabel:`Tax ID`: Tax ID or Company registry for companies. National ID for individuals.
+
+> **note**:
+>    You can edit your customers' contact forms by going to :menuselection:`Accounting --> Customers
+   --> Customers`.
+
+.. _egypt/e-invoicing-products:
+
+### Products
+
+Make sure your products are correctly configured so your e-invoices are valid:
+
+- :guilabel:`Product Type`: storable products, consumables, or services.
+- :guilabel:`Unit of Measure`: if you also use Odoo Inventory and have enabled :doc:`Units of
+  Measure <../../inventory_and_mrp/inventory/product_management/configure/uom>`.
+- :guilabel:`Barcode`: **GS1** or **EGS** barcode
+- :guilabel:`ETA Item code` (under the :menuselection:`Accounting` tab): if the barcode doesn't
+  match your ETA item code.
+
+> **note**:
+>    You can edit your products by going to :menuselection:`Accounting --> Customers --> Products`.
+
+.. _egypt/e-invoicing-usb-authentication:
+
+## USB authentication
+
+Each person who needs to electronically sign invoices needs a specific USB key to authenticate and
+send invoices to the ETA portal through an ERP.
+
+> **note**:
+>    You can contact the :abbr:`ETA (Egyptian Tax Authority)` or [Egypt Trust
+   ](https://www.egypttrust.com/) to get these USB keys.
+
+.. _egypt/e-invoicing-local-proxy:
+
+### Install Odoo as a local proxy on your computer
+
+An Odoo local server works as a bridge between your computer and your Odoo database hosted online.
+
+Download the Odoo Community installer from the page https://www.odoo.com/page/download and start the
+installation on your computer.
+
+Select :guilabel:`Odoo IoT` as the type of install.
+
+.. image:: egypt/install-odoo-local-proxy.png
+   :align: center
+   :alt: Selection of "Odoo IoT" during the installation of Odoo Community.
+
+> **note**:
+>    This installation of Odoo only works as a server and does not install any Odoo apps on your
+   computer.
+
+Once the installation is complete, the installer displays your **access token** for the Odoo Local
+Proxy. Copy the token and save it in a safe place for later use.
+
+.. seealso::
+   - [Odoo: Download Odoo ](https://www.odoo.com/page/download)
+   - :doc:`../../../administration/on_premise`
+
+.. _egypt/e-invoicing-usb-configuration:
+
+### Configure the USB key
+
+Once the local proxy server is installed on your computer, you can link it with your Odoo database.
+
+#. Go to :menuselection:`Accounting --> Configurations --> Thumb Drive` and click on
+   :guilabel:`Create`.
+#. Input a :guilabel:`Company` name, the :guilabel:`ETA USB Pin` given to you by your USB key
+   provider, and the :guilabel:`Access Token` provided at the end of the :ref:`local proxy
+   installation <egypt/e-invoicing-local-proxy>`, then click on :guilabel:`Save`.
+#. Click on :guilabel:`Get certificate`.
+
+.. image:: egypt/thumb-drive.png
+   :align: center
+   :alt: Creating a new thumb drive for the e-invoicing of an egyptian company.

package/payload/skills/odoo18-docs/references/docs/applications/finance/fiscal_localizations/employment_hero.md

@@ -0,0 +1,78 @@
+---
+title: "Employment Hero Payroll"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/fiscal_localizations/employment_hero.html"
+---
+
+=======================
+# Employment Hero Payroll
+
+The [Employment Hero ](https://employmenthero.com/) module synchronises payslip accounting entries
+(e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo.
+Payroll administration is still done in Employment Hero. We only record the **journal entries** in
+Odoo.
+
+> **important**:
+>    KeyPay was rebranded as **Employment Hero** in March 2023.
+
+.. _employment_hero/configuration:
+
+## Configuration
+
+#. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Payroll` module
+   (`l10n_employment_hero`).
+#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
+   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
+   Integration`.
+
+   .. image:: employment_hero/employment-hero-integration.png
+      :alt: Enabling Employment Hero Integration in Odoo Accounting displays new fields in the
+            settings
+
+   - You can find the API Key in the :guilabel:`My Account` section of the Employment Hero platform.
+
+     .. image:: employment_hero/employment-hero-myaccount.png
+        :alt: "Account Details" section on the Employment Hero dashboard
+
+   - The **Payroll URL** is left empty by default to avoid any confusion. Please fill it according
+     to the documentation specific to your localization.
+
+     > **note**:
+>         Employment hero is available for :ref:`Australia <payroll/l10n_au/employment-hero>`,
+        :ref:`Malaysia <malaysia/employment-hero>`,
+        :ref:`New Zealand <new-zealand/employment-hero>`,
+        :ref:`Singapore <singapore/employment-hero>`,
+        and the :ref:`United Kingdom <localization/united-kingdom/employment-hero>`.
+
+   - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
+
+     .. image:: employment_hero/employment-hero-business-id.png
+        :alt: The Employment Hero "Business ID" number is in the URL
+
+   - You can choose any Odoo journal to post the payslip entries.
+#. Configure the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Create the
+   necessary taxes for the Employment Hero payslip entries. Fill in the tax code from
+   **Employment Hero** in the :guilabel:`Matching Employment Hero Tax` field.
+
+## How does the API work?
+
+The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
+reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
+the same record in Employment Hero and Odoo.
+
+.. image:: employment_hero/employment-hero-journal-entry.png
+   :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
+
+By default, the synchronisation happens once per week. You can fetch the records manually by going
+to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
+Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.
+
+Employment Hero payslip entries also work based on double-entry bookkeeping.
+
+The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`.
+
+.. image:: employment_hero/employment-hero-chart-of-accounts.png
+   :alt: Chart of Accounts menu in Employment Hero
+
+For the API to work, you need to create the same accounts as the default accounts of your Employment
+Hero business (**same name and same code**) in Odoo. You also need to choose the correct account
+types in Odoo to generate accurate financial reports.