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Course Outline
Introduction
Review of Odoo Accounting Basics
- Overview of Odoo Version 16 Accounting Module
- Setting up a new company and configuring the chart of accounts
- Invoices, bills, and payments
- Introduction to accounts payable and receivable management in Odoo
Advanced Configuration of Accounts Payable and Receivable
- Automating follow-ups and payment matching
- Configuring vendor and customer portals for improved collaboration
- Leveraging AI features for invoice recognition and reconciliation
- Setting up a complex vendor payment structure
In-depth with Odoo's Reporting Tools
- Customizing financial reports for internal and external use
- Advanced use of Odoo's pivot and graph views for reporting
- Setting up dashboard reports for real-time financial analysis
Managing Taxes and Budgets
- Configuring and managing multiple tax rates and jurisdictions
- Setting up budgetary positions and monitoring budget performance
- Advanced budgetary controls and reporting
- Implementing a budget management system
Integrations and Customizations
- Overview of API integrations for third-party services
- Customizing workflows and business processes in the accounting module
- Introduction to developing custom modules
- Designing a workflow for a custom accounting process
Data Management and Security
- Best practices for data import and export to and from the accounting module
- Setting up user permissions and access controls for sensitive financial data
- Implementing audit trails and data reconciliation processes
- Managing data breaches and security protocols in Odoo
Performance Optimization and Troubleshooting
- Identifying and resolving common issues in Odoo accounting module
- Tips for optimizing the performance of your Odoo accounting system
- Using the Odoo support and community resources effectively
Summary and Next Steps
Requirements
- Basic understanding of Odoo framework
- Familiarity with cloud-based operations
Audience
- Accountants
- Financial managers
14 Hours
Testimonials (7)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
I like to show odoo screen and explain how to custom.
์Nattikan Chasanthia - SIAM KUBOTA Corporation Co., Ltd.
Course - Odoo for System Administrators
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
The fact that we could now undersatand how it all fits together and a better understanding of what can be done.
Michele Moutinho - BMW
Course - SAP OpenText StreamServe
It was very practical with many examples and exercises..
