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[ADD] accounting: adding polish localization
taskid-5935346 Focusing on e-Invoicing for now as there is a number of requests. 19.4: bank account verification module is merged into l10n_pl, is no longer a stand-alone closes #18366 X-original-commit: 427e7c1 Signed-off-by: Tom Horrent (tohor) <tohor@odoo.com>
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‎content/applications/finance/fiscal_localizations.rst‎

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- Panama
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- :doc:`Peru <fiscal_localizations/peru>`
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- :doc:`Philippines <fiscal_localizations/philippines>`
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- Poland
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- :doc:`Poland <fiscal_localizations/poland>`
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- Portugal
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- Qatar
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- :doc:`Romania <fiscal_localizations/romania>`
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fiscal_localizations/oman
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fiscal_localizations/peru
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fiscal_localizations/philippines
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fiscal_localizations/poland
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fiscal_localizations/romania
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fiscal_localizations/saudi_arabia
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fiscal_localizations/singapore

‎content/applications/finance/fiscal_localizations/poland.rst‎

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======
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Poland
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======
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.. _localizations/poland/modules:
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Modules
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=======
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The following modules are installed automatically with the Polish localization:
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.. list-table::
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:header-rows: 1
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:widths: 25 25 50
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Poland - Accounting`
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- `l10n_pl`
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- Polish :ref:`fiscal localization package <fiscal_localizations/packages>`, complete with the
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local chart of accounts, taxes, tax report, and fiscal positions
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* - :guilabel:`Poland - Accounting Reports`
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- `l10n_pl_reports`
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- Accounting reports for Poland
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* - :guilabel:`Polish - E-Invoicing FA (3)`
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- `l10n_pl_edi`
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- Integration module for KSeF to support Polish e-Invoicing requirements
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* - :guilabel:`Poland - Taxable Supply Date`
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- `l10n_pl_taxable_supply_date`
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- Support for taxable supply dates
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* - :guilabel:`Poland - Accounting - Bank Account Verification`
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- `l10n_pl_bank_verification`
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- Verification of the VAT/Bank account number combination for PL-to-PL payments exceeding
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15,000 PLN
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* - :guilabel:`Poland - JPK FA Reports`
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- `l10n_pl_reports_jpk_fa`
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- Module to generate JPK_FA XML reports for Poland
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* - :guilabel:`Poland - JPK_VAT PoS Enterprise`
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- `l10n_pl_reports_pos_jpk`
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- Integration module for PoS information in the Polish JPK report
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* - :guilabel:`Poland - SAFT Income Tax Report (JPK KR PD)`
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- `l10n_pl_reports_account_saft`
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- Module to generate the JPK_KR_PD XML report for Poland
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.. note::
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In some cases, such as when upgrading to a version with additional modules, it is possible that
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modules may not be installed automatically. Any missing modules can be manually :ref:`installed
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<general/install>`.
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.. _localizations/poland/ksef:
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E-invoicing with KSeF
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=====================
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`KSeF <https://ksef.podatki.gov.pl/>`_ is Poland's mandatory, centralized electronic invoicing
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system used to issue, transmit, and store electronic invoices according to national regulations.
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.. _localizations/poland/ksef-configuration:
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.. seealso::
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`KSeF platform video tutorials of the Polish Ministry of Finance <https://www.youtube.com/watch?v=V6E1fGUFPw4&list=PLGj5OAFBHLKX0cEVGjcGplnbX6LpDFF38&index=1>`_
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Configuration
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-------------
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To use KSeF e-Invoicing with Odoo, first `create a KSeF account <https://ap.ksef.mf.gov.pl/web/>`_
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or log in using your company's NIP if you already have credentials. Next, request a certificate and
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ensure you save the password created during this process, as it will be required later.
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Once the certificate request is complete, download the `.pem` **certificate file** and save the
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**private key** issued by KSeF. You will need both to complete the Odoo integration.
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.. _localizations/poland/linking-ksef:
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Link Odoo to KSeF
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~~~~~~~~~~~~~~~~~
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.. seealso::
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`KSeF test and pre-production environments <https://ksef.podatki.gov.pl/aplikacja-podatnika-ksef-20/>`_
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#. Open the **Accounting** app and navigate to :menuselection:`Configuration --> Settings`.
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#. Scroll down to the :guilabel:`Polish Localization` section and enable :guilabel:`Allow KSeF
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integration`.
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#. Enter a name for your KSeF certificate in the newly enabled field, then select :guilabel:`Create
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and edit...` from the drop-down menu.
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#. In the pop-up window, click :guilabel:`Upload your file` and select your **certificate**
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(`.pem`). In the :guilabel:`Certificate Password` field, enter the password created during the
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certificate application on the KSeF platform.
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#. Once the certificate is uploaded, the :guilabel:`Private Key` field appears. Click the empty
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field, select :guilabel:`Create` from the drop-down menu, and enter your **private key**. The
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**public key** is embedded within the `.pem` file and is automatically filled in.
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#. Finally, click :guilabel:`Save`.
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.. _localizations/poland/company-and-contacts:
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Company and customers
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~~~~~~~~~~~~~~~~~~~~~
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The KSeF invoicing workflow requires address information related to the company that sends the
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invoices and the customers who receive them:
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#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that
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will use KSeF.
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#. Fill in the :guilabel:`Company Name`, :guilabel:`VAT` (Tax ID), and :guilabel:`Country`. If
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desired, fill in additional optional fields such as :guilabel:`Street`, :guilabel:`City`,
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:guilabel:`State`, and :guilabel:`ZIP`.
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.. important::
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- The :guilabel:`Country` must be set to :guilabel:`Poland`.
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- The company must have a valid Polish VAT (**NIP**) number.
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#. Open the **Accounting** app, and go to :menuselection:`Customers --> Customers`.
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#. For each customer whose invoices will be sent to KSeF, click on the customer to open the form
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view, and complete the :guilabel:`Country` and :guilabel:`VAT`. If desired, fill in additional
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optional fields such as :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, and
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:guilabel:`ZIP`.
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.. _localizations/poland/sending-invoices:
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Sending invoices to KSeF via Odoo
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---------------------------------
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Once you have :ref:`linked your company with KSeF <localizations/poland/linking-ksef>` and
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:ref:`configured your company and contacts <localizations/poland/company-and-contacts>`, you can
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send invoices to KSeF directly through Odoo:
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#. Open the **Accounting** app, go to :menuselection:`Customers --> Invoices`, and select a posted
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invoice.
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#. Click :guilabel:`Send`.
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#. In the pop-up window, check :guilabel:`Send via KSeF (e-Faktura)` and click :guilabel:`Send`.
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When an invoice is sent, Odoo automatically:
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- Generates the invoice in the required FA(3) XML format.
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- Submits the file to KSeF for validation.
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- Saves a copy of the XML file in the invoice's chatter.
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You can also manually export the FA(3) XML and check the invoice's processing status:
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#. Open a posted invoice.
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#. Click :guilabel:`Export FA(3) XML` to download the invoice as an XML file to your browser's
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download folder.
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#. To check its processing status, click :guilabel:`Check invoice status` next to the export option.
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#. The live status is displayed on the invoice under the :guilabel:`eInvoice status` field.
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Once the Polish government officially registers the invoice on the KSeF platform, it assigns an
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**Official Receipt Certificate (UPO)**. To view it, open the invoice and click
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:guilabel:`Check invoice UPO`.
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.. _localizations/poland/ksef-import:
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Automatic bill import
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~~~~~~~~~~~~~~~~~~~~~
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By default, the Polish localization automatically fetches vendor bills from KSeF every three hours.
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To adjust this frequency or toggle the feature:
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#. With :doc:`developer mode <../../general/developer_mode>` activated, open the **Settings** app
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and go to :menuselection:`Technical --> Scheduled Actions`.
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#. Search for and open :guilabel:`Polish eInvoice: Download vendor bills from KSeF`.
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#. Use the :guilabel:`Execute Every` field to change the frequency.

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