Gérer les comptes utilisateur¶
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.
Important
To add funds and manage user accounts, the user must have Administrator access rights set for the Lunch application. This is verified by navigating to . Then, click on a user to view their various settings and access rights.
For more information, refer to the Access rights documentation.
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 accounts, nor can users” credit cards be charged.
Odoo’s Lunch application only allows for manual entries of cash exchanges that are handled by the Lunch app manager. It is up to each individual company to create the method with which lunch accounts are replenished.
Example
Voici quelques exemples d’organisation et de transfert d’argent au sein d’une société :
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 adding a salary attachment 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.
Mouvements de trésorerie¶
Pour ajouter des fonds aux comptes utilisateur, chaque mouvement de liquidités doit être enregistré individuellement. Pour consulter tous les enregistrements de mouvements de liquidités ou créer un nouveau mouvement, aller dans . Le tableau de bord Mouvements de liquidités s’affiche.
Dans le tableau de bord Mouvements de liquidités, tous les mouvements de liquidités sont présentés en vue liste par défaut, affichant la Date, l”Utilisateur, la Description et le Montant de chaque enregistrement. Le total de tous les mouvements de liquidités s’affiche en bas de la colonne Montant.
Ajouter des fonds¶
Pour ajouter des fonds à un compte déjeuner, cliquer sur le bouton Nouveau, situé dans le coin supérieur gauche du tableau de bord Mouvements de liquidités.
Un formulaire Mouvements de caisse vierge se charge. Saisir les informations suivantes dans le formulaire :
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 User field, and clicking either Create « user » or Create and edit… to create the user and edit the Create User form.
Date: using the calendar popover, select the date the transaction occurred.
Amount: enter the amount being added to the lunch account.
Description: enter a brief description of the transaction.
Comptes de contrôle¶
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
All transactions are grouped 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.
The default view is to have all individual transactions hidden. To view all transactions for a user, click the ▶ (triangle) icon to the left of the desired name to expand that specific group.
Each record includes the Date, User, Description, and Amount.
Important
This list only displays the various 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 Cash Moves dashboard, not from the Control Accounts dashboard.
It is not possible to modify any product-related records.