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Austria
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=======
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+ .. _localizations/austria/configuration :
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+
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Configuration
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=============
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@@ -23,11 +25,16 @@ localization.
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* - :guilabel: `Austrian SAF-T Export `
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- `l10n_at_saft `
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- Adds the SAF-T export.
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+ * - :guilabel: `Austria - Security Regulation for Point of Sale `
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+ - `l10n_at_pos `
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+ - Adds RKSV compliance for POS.
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.. seealso ::
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:doc: `Documentation on e-invoicing’s legality and compliance in Austria
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<../accounting/customer_invoices/electronic_invoicing/austria>`
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+ .. _localizations/austria/financial-reports :
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+
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Financial reports
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=================
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@@ -39,19 +46,25 @@ The following localized reports are available:
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.. seealso ::
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:doc: `Accounting reporting documentation <../accounting/reporting >`
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+ .. _localizations/austria/saf-t :
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+
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SAF-T (Standard Audit File for Tax)
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===================================
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The Austrian tax office may request a SAF-T. The Austrian SAF-T Export module allows exporting the
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report in XML format.
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+ .. _localizations/austria/saf-t-configuration :
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+
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Configuration
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-------------
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This section explains how to configure the database to ensure all the information required by the
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SAF-T is available. If anything is missing, a warning message listing which information is needed
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will be displayed during the export.
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+ .. _localizations/austria/saf-t-company :
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+
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Company information
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~~~~~~~~~~~~~~~~~~~
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@@ -70,6 +83,8 @@ Open the database :guilabel:`Settings`. Under the :guilabel:`Companies` section,
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- :guilabel: `Tax ID ` by providing, if you have one, your :abbr: `UID-Nummer
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( Umsatzsteueridentifikationsnummer ) ` (including the country prefix)
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+ .. _localizations/austria/saf-t-contact :
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+
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Contact person
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**************
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@@ -79,6 +94,8 @@ At least one **contact person** must be linked to your company in the :guilabel:
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- Select your company in the :guilabel: `Company name ` field.
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- Provide at least one phone number using the :guilabel: `Phone ` or :guilabel: `Mobile ` field.
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+ .. _localizations/austria/saf-t-customer-supplier-information :
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+
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Customer and supplier information
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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@@ -88,6 +105,8 @@ your invoices, vendor bills, or payments.
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For partners that are companies, fill in the VAT number (including the country prefix) in the
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:guilabel: `Tax ID ` field.
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+ .. _localizations/austria/saf-t-accounting :
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+
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Accounting settings
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~~~~~~~~~~~~~~~~~~~
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@@ -101,6 +120,8 @@ localization` section, fill in the following fields:
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`ÖNACE information on the Austrian Economic Chambers website
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<https://www.wko.at/service/zahlen-daten-fakten/oenace.html> `_
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+ .. _localizations/austria/saf-t-chart-of-account :
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+
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Chart of accounts mapping
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~~~~~~~~~~~~~~~~~~~~~~~~~
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@@ -121,6 +142,8 @@ or the mapping. Clicking :guilabel:`View Problematic Accounts` lets you view the
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.. seealso ::
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:doc: `Chart of accounts documentation <../accounting/get_started/chart_of_accounts >`
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+ .. _localizations/austria/saf-t-exporting :
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+
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Exporting the SAF-T report
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--------------------------
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@@ -129,3 +152,154 @@ the right side of the :guilabel:`PDF` button and select :guilabel:`SAF-T`.
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.. image :: austria/austria-saft-button.png
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:alt: The SAF-T button to export the file in XML format
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+
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+ .. _localizations/austria/pos :
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+
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+ Point of Sale
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+ =============
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+
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+ .. _localizations/austria/pos-rksv :
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+
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+ RKSV (Registrierkassensicherheitsverordnung)
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+ --------------------------------------------
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+
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+ The :abbr: `RKSV ( Registrierkassensicherheitsverordnung ) ` is an Austrian regulation designed
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+ to secure cash registers and prevent tax fraud. It requires businesses to use tamper-proof
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+ electronic cash register systems, including :doc: `point of sale </applications/sales/point_of_sale >`
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+ systems.
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+
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+ These systems must be equipped with a **Signature Creation Unit (SCU) **, which is
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+ responsible for signing each transaction. This ensures that the transaction data cannot be altered.
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+ Additionally, the regulation mandates periodic transaction data exports for audit purposes. Odoo
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+ provides a compliant solution through `fiskaly <https://fiskaly.com >`_, a *cloud-based solution *.
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+
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+ .. _localizations/austria/pos-rksv-configuration :
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+
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+ Configuration
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+ ~~~~~~~~~~~~~
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+
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+ :ref: `Install <general/install >` the **Austria - Security Regulation for Point of Sale **
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+ (`l10n_at_pos `) module.
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+
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+ .. tip ::
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+ If this module is not listed, :ref: `update the app list <general/install >`.
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+
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+ .. _localizations/austria/pos-rksv-company :
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+
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+ Company information
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+ *******************
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+
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+ Open the Settings app, navigate to the :guilabel: `Companies ` section, and click
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+ :icon: `oi-arrow-right ` :guilabel: `Update Info ` to make sure the :ref: `information
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+ <localizations/austria/saf-t-company>` is up-to-date and correctly filled in.
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+
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+ To link your company to Fiskaly and use it in Odoo, open the :guilabel: `Fiskaly ` tab and enable
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+ :guilabel: `Managed by Odoo ` :icon: `fa-toggle-on `, which activates automatic integration management.
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+
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+ If a Fiskaly account already exists with its own credentials, disable the toggle and configure the
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+ existing :guilabel: `Fiskaly credentials ` manually.
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+
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+ .. note ::
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+ For testing, ensure that :guilabel: `Test Fiskaly ` :icon: `fa-toggle-on ` is enabled to run the
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+ integration without impacting the production server. Since test mode is enabled by default,
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+ disable :guilabel: `Test Fiskaly ` :icon: `fa-toggle-off ` to switch to production mode.
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+
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+ .. image :: austria/management-toggle.png
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+ :alt: Management toggle
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+
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+ .. important ::
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+ Once the credentials have been authenticated, the Fiskaly management option (by Odoo or custom)
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+ and the mode (test or production) can no longer be modified.
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+
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+ Click :guilabel: `Generate Credentials ` to create a new organization in the Fiskaly system and
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+ generate the necessary credentials to run the service. Next, click :guilabel: `Authenticate Keys `
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+ to validate those credentials.
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+
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+ .. _localizations/austria/pos-fiskaly-finanzonline :
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+
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+ Link a Fiskaly organization to FinanzOnline
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+ *******************************************
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+
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+ To link the Fiskaly organization with the Austrian Ministry of Finance, FinanzOnline credentials
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+ must be provided. To do so, fill in the following information in your company's :guilabel: `Fiskaly `
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+ tab:
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+
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+ - :guilabel: `Participant Identifier `
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+ - :guilabel: `User Identifier `
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+ - :guilabel: `User Pin `
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+
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+ .. note ::
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+ FinanzOnline credentials can be accessed through an existing account or by `creating a new one
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+ <https://finanzonline.bmf.gv.at/> `_ if it has not yet been set up.
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+
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+ .. tip ::
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+ Random credentials can be used in **test mode **, but valid credentials are required in
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+ **production mode **.
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+ Click :guilabel: `Authenticate FON ` to link your Fiskaly organization to the Austrian Ministry of
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+ Finance and start regular :doc: `point of sale </applications/sales/point_of_sale >` operations.
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+
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+ .. _localizations/austria/pos-digitally-sign-receipts :
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+
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+ Digitally signatured receipts
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+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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+
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+ To ensure the integrity and authenticity of the receipts, the system automatically signs them using
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+ the :abbr: `SCU ( Signature Creation Unit ) ` in a background process. The receipt then displays an
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+ encrypted signature as a QR code containing the receipt number and information about the SCU used to
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+ sign it.
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+
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+ .. note ::
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+ - If the :abbr: `SCU ( Signature Creation Unit ) ` is unavailable, receipts may not include a QR
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+ code; in such cases:
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+
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+ - Make sure the receipt includes a :guilabel: `Sicherheitseinrichtung ausgefallen ` message,
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+ indicating that the system is linked to Fiskaly services, but the SCU is temporarily
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+ unavailable.
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+ - If this message is missing from the receipt, it indicates no connection to Fiskaly services.
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+
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+ - Orders that remain unsigned due to SCU unavailability can be signed manually. To do so, follow
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+ these steps:
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+
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+ #. Go to :menuselection: `Point of Sale --> Orders --> Orders `.
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+ #. To identify unsigned orders, click the :icon: `oi-settings-adjust ` :guilabel: `(adjust
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+ settings) ` icon in the :guilabel: `Orders ` list view to reveal the :guilabel: `Receipt
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+ Signed? ` column.
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+ #. Select the unsigned orders, click :icon: `fa-cog ` :guilabel: `Actions `, and select
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+ :guilabel: `Sign Order `.
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+
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+ .. _localizations/austria/pos-dep7 :
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+
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+ DEP7 export
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+ ~~~~~~~~~~~
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+
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+ The exported :abbr: `DEP7 ( Digitale Schnittstelle der Finanzverwaltung für Kassensysteme ) ` file
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+ allows authorities to verify transactions and ensure compliance with anti-fraud measures. Businesses
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+ must periodically generate it for audit purposes and submit it to the Austrian tax authorities upon
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+ request.
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+
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+ To generate it, go to :menuselection: `Point of Sale --> Reporting --> DEP7 Reports `, and, in the
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+ :guilabel: `DEP7 Reports `, fill in the following mandatory fields:
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+
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+ - :guilabel: `Start Datetime `: Exports data with dates on or after the start date.
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+ - :guilabel: `End Datetime `: Exports data with dates on or before the end date.
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+ - :guilabel: `Point of Sale `: Specify from which point of sale(s) data must be exported.
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+
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+ Then, click :guilabel: `Print ` to download the PDF file with DEP7 data.
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+ .. image :: austria/dep7-reports.png
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+ :alt: DEP7 Reports
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+
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+ .. _localizations/austria/pos-montly-yearly-receipts :
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+
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+ Monthly / Yearly closing receipts
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+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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+
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+ To print monthly/yearly closing receipts, :ref: `start a session <pos/session-start >` from the **POS
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+ dashboard ** and click :guilabel: `Open Register ` on the related point of sale. Click the
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+ :icon: `oi-view-list ` :guilabel: `(list view) ` icon in the top-right corner and select
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+ :guilabel: `Montly/Yearly Receipts `.
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+
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+ The last month is selected by default in the :guilabel: `Print closing receipts ` window. To change
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+ it, select :guilabel: `Monthly ` or :guilabel: `Yearly `, then click the :icon: `fa-calendar-o `
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+ :guilabel: `(calendar) ` icon to select the desired month/year.
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