Hantera användarkonton

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.

Viktigt

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 Settings app 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

Några exempel på hur pengar kan organiseras och överföras inom ett företag:

• 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.

Kontantrörelser

För att lägga till pengar på användarkonton måste varje kontantflytt loggas individuellt. För att se alla poster för cash Moves, eller skapa en ny cash move, navigera till Lunch app ‣ Manager ‣ Cash Moves. När du gör det visas instrumentpanelen Cash Moves.

På instrumentpanelen Cash Moves presenteras alla kontantrörelser i en standardlistvy, där varje posts Date, User, Description och Amount visas. Summan av alla kontantrörelser visas längst ned i kolumnen Amount.

Add funds

För att lägga till pengar på ett lunchkonto klickar du på knappen New, som finns i det övre vänstra hörnet av instrumentpanelen Cash Moves.

Ett tomt Cash Moves-formulär laddas. Ange följande information på formuläret:

• 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.

Kontroll konton

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 Lunch app ‣ Manager ‣ Control Accounts.

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.

Viktigt

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.