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
- Overview
- 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 .