[ADD] accounting: wise direct deposit for usa vendor payments

[huisit]

added new article in accounting/payments/pay_direct_deposit, 200 lines

• see documentation task card

other:

• added doc title to toc in accounting/payments.rst, ln 409. updated toctree order:
  1. pay with sepa
  2. NEW: pay by direct deposit
  3. pay by checks

This 19.0 PR can be FWP up to master.

[robodoo]

[huisit]

@Felicious this is ready for review, pending ci/documentation!

[huisit]

to edit

• line 15: remove comment in italics
• line 26: click ​sign-up​ to create an account
• ​​​​line 35: Link ~~your~~ ~~B~~bank ~~A~~account to ~~your~~ Wise account
• line 38: ... link the company/source bank account ...
• line 80: space before hyphen
• general: replace API with |API| substitution role

questions

• line 136/137: is it more appropriate to put the comment on the same line with a colon? i followed reference guide style (indent below), but it doesn't look as natural with a list in the admonition block
• general: accounting/vendor bills not working when linked as :doc:`../vendor_bills` ... @nikibrown help
  • exact terminal output: /home/odoo/github/odoo/documentation/content/applications/finance/accounting/payments/pay_direct_deposit.rst:159: WARNING: undefined label: accounting/vendor-bills

[huisit]

@odoo/accounting-doc-review hello! We're adding this new Pay by direct deposit article for the US accounting localization with Wise, and are thinking of placing the article in between the existing Pay with SEPA and Pay by check articles.

Does this order make sense? If not, we'll swap it per your suggestion before merging.

[dade-odoo]

Hi @huisit ! Thanks for the contribution :) Sorry to respond to your simple question about where to place this document with more complicated feedback, but here are my thoughts:

1. As you said, this is relevant for the US localization, not so much for other localizations, so it makes more sense to put it in the US localization page instead of here alongside other more widespread payment methods. As is, it would be a pretty long addition to the existing localization page, but the next few points should help shorten it a bit.
2. We want to refer to other existing pages wherever possible instead of repeating information. This makes it easier for us to update the information in one place instead of having to track down every place where we've explained how to do something (like create a batch payment) and change it everywhere if something changes in the future. You did a nice job of this with the see also link to the Bill creation page, but an even cleaner way to do it would be something like this:

After configuring direct deposit in both Wise and Odoo, create vendor bills and pay them using direct deposit. Select U.S. Direct Deposit as the Payment Method, and create a batch payment.

3. Group the Wise and Odoo configuration sections under a single "Configuration" header ("Wise configuration" and "Odoo configuration" and everything that falls underneath them would shift down one header level).
4. This page is similar structurally to some online payment provider pages such as Adyen and Razorpay - use those for inspiration and consider creating a numbered list of steps instead of the narrative flow as it would be easier to follow.
5. The FAQ/Troubleshooting section can be removed and those items can be spread out:

• Testing environment can be included as a tip at the end of the configuration section.
• Cancel a batch payment can be the last item in the Pay vendor bills with direct deposit section. I haven't tested this, but the instructions seem a bit confusing to me:

Select the batch payment to cancel, click View Batch, and then click Cancel batch in Wise.

Is "in Wise" supposed to be part of the guilabel? Or do you actually have to go to the Wise portal and click "Cancel batch" there?

Doing all this should make the material a bit more condensed and then it could fit more easily on the US localization page.

@Felicious I know you already reviewed this and I might be stepping on your toes a bit here, but we don't want this as a separate doc page if it only applies to one localization. I have asked the POs if it's useful for others also and haven't heard back yet. Feel free to reach out either here or on Discord to discuss this in more detail! Thanks :)

[nikibrown]

questions

• line 136/137: is it more appropriate to put the comment on the same line with a colon? i followed reference guide style (indent below), but it doesn't look as natural with a list in the admonition block

• general: accounting/vendor bills not working when linked as :doc:`../vendor_bills` ... @nikibrown help

  • exact terminal output: /home/odoo/github/odoo/documentation/content/applications/finance/accounting/payments/pay_direct_deposit.rst:159: WARNING: undefined label: accounting/vendor-bills

Sounds like you want to use doc

:doc:`Vendor Bills <../vendor_bills>`

[huisit]

@dade-odoo I've implemented your suggestions! Thank you for all of the feedback :) @felicious I removed comments + updated PR and commit messages, this is ready for review!

[huisit]

@robodoo r+