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What you'll learn


  •       Learn how to configure, implement, and launch the Odoo Accounting System.
  •      A step by step guide on Accounting system in Odoo ERP.
  •      You will learn all features that Odoo Accounting offers, and how to master them.
  •     Either a consultant, an end-user, or a fresh intern, this course is designed to ease the work for you and give you the most effective knowledge and tools


    ERP concepts in general .
    . Waht's Odoo ERP .
   

Main accounting concepts

  • Accounting cheat sheet
  • Initial configuration
    • Initial setup of Odoo Accounting and Odoo Invoicing
    • Chart of accounts
  • Process overview
    • From Customer Invoice to Payments Collection
    • From Vendor Bill to Payment

Bank and cash

  • Bank and cash accounts
    • Outstanding accounts
    • Manage a cash register
    • Manage a bank account in a foreign currency
  • Bank feeds
    • Bank statements
    • Bank synchronization: automatic import
    • Ponto as bank synchronization provider
    • Salt Edge as bank synchronization provider
  • Miscellaneous
    • Internal transfer
  • Bank reconciliation
    • Bank reconciliation process - use cases
    • Reconciliation Models
  • Taxes
    • Taxes
    • Default taxes
    • Fiscal positions (tax and account mapping)
    • EU intra-community distance selling
    • Avatax integration
    • TaxCloud integration
    • Manage withholding taxes
    • Manage prices for B2B (tax excluded) and B2C (tax included)
    • Cash basis taxes
    • VIES VAT numbers validation
  • Fiscal year
    • Manage Fiscal Years
    • Do a year end in Odoo (close a fiscal year)
  • Reporting
    • Overview
      • Main reports available
      • Create a report with customized formulas
      • Data inalterability check report
      • Tax carryover
    • Declarations
      • Tax return (VAT declaration)
      • Intrastat
    • Silverfin integration
    • Multi-currency system
    • Analytic
      • Analytic account use cases
      • Track costs of human resources with timesheets
      • Track costs of purchases, expenses, subcontracting
    • Adviser
      • Financial budget
    • Inventory
      • Impact on the average price valuation when returning goods
      • Inventory valuation configuration 

Requirements

  • Previous Accounting knowledge is a huge plus
  • Previous Odoo knowledge is a Plus. Either as a User, Consultant or Developer
  • Laptop or PC with Internet Connection

Who this course is for:

  • Odoo consultants -or other ERP consultants- who want to Master Odoo Accounting .
  • Accountants who intend to upgrade their career path to Odoo Consultation.
  • Odoo partners, who seeks to strengthen their team knowledge.
  • Software Companies, who intend to compete in ERP field with Odoo .