Benutzerkonten verwalten¶
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.
Wichtig
To add funds and manage user accounts, the user must have Administrator access rights for the Lunch application. Access rights can be managed by navigating to the app and clicking Manage Users. Click on a user to view their individual access rights.
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
Einige Beispiele dafür, wie Geld innerhalb eines Unternehmens organisiert und transferiert werden kann:
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.
Zahlungsbewegungen¶
Um Geld zu Benutzerkonten hinzuzufügen, muss jede Bargeldbewegung einzeln protokolliert werden. Um alle Kassenbewegungen anzuzeigen oder eine neue Kassenbewegung zu erstellen, navigieren Sie zu . Daraufhin wird das Dashboard Zahlungsbewegungen angezeigt.
Auf dem Dashboard Zahlungsbewegungen werden alle Bargeldbewegungen in einer Standard-Listenansicht dargestellt, in der für jeden Datensatz Datum, Benutzer, Beschreibung und Betrag angezeigt werden. Die Summe aller Geldbewegungen wird unten in der Spalte Betrag angezeigt.
Geld hinzufügen¶
Um einem Mittagskonto Geld hinzuzufügen, klicken Sie auf die Schaltfläche Neu in der oberen linken Ecke des Dashboards Zahlungsbewegungen.
Ein leeres Formular Zahlungsbewegungen wird geladen. Geben Sie die folgenden Informationen in das Formular ein:
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: Select the date the transaction occurred using the calendar popover.
Amount: Enter the amount being added to the lunch account.
Description: Enter a brief description of the transaction.
Kontenübersicht¶
The main Control Accounts dashboard provides an overview of every transaction in the Lunch app, including all cash deposits and purchases. To access this dashboard, navigate to
Transactions are grouped By Employee, and listed alphabetically by the user’s first name. Their available balance is displayed in the Amount column. This takes into account all deposits and transactions to their lunch account.
Individual transactions are hidden in the default view. To view all transactions for a specific user, click the (triangle) icon to the left of their name to expand the full list of transactions associated with their lunch account.
Each line includes the transaction Date, User, Description, and Amount.
Wichtig
The Control Accounts dashboard is a view-only list of transactions within the Lunch app, and does not allow modifications to be made to any records listed.
Cash moves can be modified through the Cash Moves dashboard, only.
Product-related records cannot be modified.