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Manage user accounts
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====================
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- In Odoo's *Lunch * application, users pay for products directly from their *Lunch * app account. For
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- funds to appear in their account, a *Lunch * app manager **must ** transfer funds into each user's
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- account.
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+ In Odoo's ** Lunch ** application, users pay for products directly from their ** Lunch ** app account.
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+ For funds to appear in their account, a ** Lunch ** app manager **must ** transfer funds into each
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+ user's account.
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.. important ::
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To add funds and manage user accounts, the user must have :guilabel: `Administrator ` access rights
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- set for the *Lunch * application. This is verified by navigating to :menuselection: `Settings app
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- --> → Manage Users `. Then, click on a user to view their various settings and access rights.
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+ set for the **Lunch ** application. This is verified by navigating to :menuselection: `Settings app
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+ --> ` :icon: `oi-arrow-right ` :guilabel: `Manage Users `. Then, click on a user to view their various
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+ settings and access rights.
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- For more information, refer to the
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- :doc: ` Access rights < ../../general/users/access_rights/ >` documentation.
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+ For more information, refer to the :doc: ` Access rights < ../../general/users/access_rights/ >`
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+ documentation.
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- The *Lunch * application does **not ** directly interface in any way with software or products linked
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- to any monetary accounts or billing. Money **cannot ** be transferred from users' bank accounts, nor
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- can users' credit cards be charged.
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+ The ** Lunch ** application does **not ** directly interface in any way with software or products
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+ linked to any monetary accounts or billing. Money **cannot ** be transferred from users' bank
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+ accounts, nor can users' credit cards be charged.
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- Odoo's *Lunch * application **only ** allows for manual entries of cash exchanges that are handled by
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- the *Lunch * app manager. It is up to each individual company to create the method with which lunch
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- accounts are replenished.
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+ Odoo's ** Lunch ** application **only ** allows for manual entries of cash exchanges that are handled
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+ by the ** Lunch ** app manager. It is up to each individual company to create the method with which
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+ lunch accounts are replenished.
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.. example ::
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Some examples of how money can be organized and transferred within a company:
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- - Cash is handed to the *Lunch * app manager, who then updates the user's account.
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- - Money is automatically deducted from the user's paychecks, then the *Lunch * app manager updates
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- the account when paychecks are issued. This requires :ref: `adding a salary attachment
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+ - Cash is handed to the ** Lunch * * app manager, who then updates the user's account.
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+ - Money is automatically deducted from the user's paychecks, then the ** Lunch ** app manager
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+ updates the account when paychecks are issued. This requires :ref: `adding a salary attachment
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<payroll/worked-days-inputs>` for the user's payslip in the *Payroll * app.
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- Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
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- can purchase tickets from a *Lunch * app manager, who then updates the user's account.
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+ can purchase tickets from a ** Lunch * * app manager, who then updates the user's account.
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.. _lunch/cash-moves :
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@@ -47,7 +48,6 @@ displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Descript
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:guilabel: `Amount ` column.
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.. image :: user-accounts/cash.png
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- :align: center
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:alt: The list view of all cash moves.
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Add funds
@@ -67,37 +67,34 @@ A blank :guilabel:`Cash Moves` form loads. Enter the following information on th
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- :guilabel: `Description `: enter a brief description of the transaction.
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.. image :: user-accounts/cash-move-form.png
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- :align: center
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:alt: The cash move form filled out for a transaction of $40.00.
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-
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Control Accounts
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================
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- An overview of every transaction in the *Lunch * app, including all cash deposits and purchases, can
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- be viewed on the main *Control Accounts * dashboard. To access this dashboard, navigate to
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+ An overview of every transaction in the ** Lunch ** app, including all cash deposits and purchases,
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+ can be viewed on the main *Control Accounts * dashboard. To access this dashboard, navigate to
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:menuselection: `Lunch app --> Manager --> Control Accounts. `
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All transactions are grouped :guilabel: `By Employee `, and listed alphabetically by the user's first
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name. At the end of the user's name, a number appears. This indicates the number of individual
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records logged for that user.
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The default view is to have all individual transactions hidden. To view all transactions for a user,
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- click the :guilabel: ` ▶ (triangle) ` icon to the left of the desired name to expand that specific
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- group.
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+ click the :icon: ` fa-caret-right ` :guilabel: ` (triangle) ` icon to the left of the desired name to
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+ expand that specific group.
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Each record includes the :guilabel: `Date `, :guilabel: `User `, :guilabel: `Description `, and
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:guilabel: `Amount `.
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.. image :: user-accounts/control-accounts.png
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- :align: center
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:alt: The Control Accounts dashboard with two employee's transactions expanded.
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.. important ::
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- This list only displays the various transactions within the *Lunch * app, and does **not ** allow
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+ This list only displays the various transactions within the ** Lunch * * app, and does **not ** allow
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modifications to be made to any records listed.
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- Cash moves can be modified, but **only ** from the :ref: `Cash Moves <lunch/cash-moves >`
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- dashboard, not from the :guilabel: `Control Accounts ` dashboard.
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+ Cash moves can be modified, but **only ** from the :ref: `Cash Moves <lunch/cash-moves >` dashboard,
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+ not from the :guilabel: `Control Accounts ` dashboard.
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It is **not ** possible to modify any product-related records.
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