Metadata-Version: 2.1
Name: odoo-addon-l10n_de_accounting_app
Version: 18.0.1.0.0.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: German Odoo accounting setup based on OCA modules
Home-page: https://github.com/OCA/l10n-germany
License: AGPL-3
Author: MT Software, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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======================
L10n DE Accounting App
======================

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OCA Accounting Add-ons — German Odoo Setup
==========================================

A curated catalogue of the Odoo Community Association (OCA) modules we
use to run a complete German accounting workflow on Odoo: dunning, bank
statement import, DATEV exchange with the tax adviser, VAT return
preparation, SEPA payments, and DIN 5008 compliant PDFs.

The list is organised by accounting function rather than by repository,
so each section answers a single question — *"which module handles X?"*
— and gives the OCA repo it lives in, with a short note on why we picked
it (and where there are trade-offs between alternatives, what to weigh).

Everything listed here is either installed or qualified as the default
choice for the corresponding need.

Reference: OCA's own *must-have accounting modules* list at
https://www.odoo-community.org/list-of-must-have-oca-accounting-modules.

Each repository linked below lives under https://github.com/OCA. Module
names are given without a version pin — use the branch matching your
Odoo version.

--------------

Invoice Import/Export EDI
-------------------------

Source: Odoo standard.

- **account_edi_ubl_cii** — Replaces the older OCA
  account_invoice_facturx, which is no longer needed.

Followup (Mahnwesen)
--------------------

From `OCA/credit-control <https://github.com/OCA/credit-control>`__:

Two alternatives — pick by the feature you need.

- **account_invoice_overdue_reminder** — Advantage: handles credit
  notes.
- **account_credit_control** — Advantage: supports dunning fees
  (Mahngebühren).

Reporting
---------

From `OCA/l10n-germany <https://github.com/OCA/l10n-germany>`__:

- **l10n_de_mis_reports** — Profit/Loss, Balance Sheet, SKR03, SKR04.

Bank Import
-----------

From
`OCA/bank-statement-import <https://github.com/OCA/bank-statement-import>`__:

More connectors are available in the same repository.

- **account_statement_import_sheet_file** — CSV / Excel bank statement
  import.
- **account_statement_import_camt54** — CAMT.054 schema.
- **account_statement_import_online_paypal** — PayPal online statement
  fetching.
- **account_statement_import_online_ponto** — Ponto API, fetches
  statements automatically.
- **account_statement_import_online_stripe** — Stripe API, fetches
  statements automatically.

DATEV
-----

From `OCA/l10n-germany <https://github.com/OCA/l10n-germany>`__:

**Workflow choice:**

- Tax adviser does **not** need PDFs → use ``datev_export_dtvf`` for
  everything.

- Tax adviser needs PDFs → use ``datev_export_xml`` (upload to DATEV
  Unternehmen Online) + ``datev_export_dtvf`` for the remaining
  journals.

- **datev_export_dtvf** — Exports all accounting entries in DTVF format.
  No PDF attachments.

- **datev_export_xml** — Exports bills/invoices with PDF attachment for
  upload to DATEV Unternehmen Online.

- **datev_import_csv_dtvf** — Imports accounting entries from DATEV.
  Mainly used for payroll postings (Lohnsteuer).

VAT Report (USt-VA) + ZM
------------------------

From `OCA/l10n-germany <https://github.com/OCA/l10n-germany>`__:

- **l10n_de_tax_statement** — Produces a report for manual entry into
  ELSTER (no API connection).
- **l10n_de_tax_statement_zm** — Extension for the Zusammenfassende
  Meldung (intra-community).

Payment
-------

From `OCA/bank-payment <https://github.com/OCA/bank-payment>`__:

- **account_payment_mode** — Payment modes.
- **account_payment_order** — Group outgoing payments into one order
  containing multiple vendor payments, for easy SEPA Credit XML
  generation.
- **account_banking_sepa_credit_transfer** — Required to create SEPA
  Credit files for vendor payments.
- **account_banking_sepa_direct_debit** — Required for SEPA direct debit
  (Bankeinzug).

PDF Report
----------

From `OCA/l10n-germany <https://github.com/OCA/l10n-germany>`__:

- **l10n_din5008_move_name** — Adds the invoice number to the PDF
  subject line per DIN 5008.

Nice to Have
------------

From
`OCA/account-financial-tools <https://github.com/OCA/account-financial-tools>`__:

- **account_move_name_sequence** — Assign an own number sequence to each
  journal instead of the shared default.

**Table of contents**

.. contents::
   :local:

Installation
============

All modules toggled from this app's settings page must already be
available in the Odoo ``addons_path``.

Clone each repository on the branch matching your Odoo version and add
it to ``addons_path`` (or install the corresponding ``odoo-addon-*``
PyPI packages).

Why these modules are not declared as dependencies
--------------------------------------------------

The modules listed in the configuration page are intentionally **not**
added to the ``depends`` key of this addon. Two reasons:

1. **Opt-in by design.** This addon is a curated catalogue, not a hard
   bundle. A user installing it should be able to pick the workflows
   they need (e.g. SEPA Credit but no DATEV XML, or DATEV without SEPA).
   Declaring them as dependencies would force-install every single
   module on first install.
2. **Avoid hard coupling to many external repositories.** If any of the
   listed modules is missing, renamed, or unavailable for a given Odoo
   version, installing this addon would fail outright. Keeping them as
   toggleable ``module_*`` settings means a missing module only affects
   that one toggle — Odoo will simply report it as uninstallable in the
   UI — instead of blocking the whole addon.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-germany/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/l10n-germany/issues/new?body=module:%20l10n_de_accounting_app%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* MT Software

Contributors
------------

- Michael Tietz (MT Software) <mtietz@mt-software.de>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-mt-software-de| image:: https://github.com/mt-software-de.png?size=40px
    :target: https://github.com/mt-software-de
    :alt: mt-software-de
.. |maintainer-smaddlsoft| image:: https://github.com/smaddlsoft.png?size=40px
    :target: https://github.com/smaddlsoft
    :alt: smaddlsoft

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-mt-software-de| |maintainer-smaddlsoft| 

This module is part of the `OCA/l10n-germany <https://github.com/OCA/l10n-germany/tree/18.0/l10n_de_accounting_app>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
