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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 (11)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
It was very practical with many examples and exercises..
Daria-Stefania Teaca - NTT DATA Romania S.A.
Course - SAP S/4 Hana (S/4Hana)
The logical structure of the training, the well-prepared materials and exercises.
Vestale Magda - NTT DATA Romania S.A.
Course - SAP S/4 Hana (S/4Hana)
Trainer knowledge and friendly
Chachchai Tongthavornsuwan - SIAM KUBOTA Corporation Co., Ltd.
Course - Odoo for Developers
Keeps me updated & knowledge refresh on ABAP area.
George Puscu - Molson Coors
Course - SAP ABAP 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
Content is breifly and easy to understand.
Chachchai Tongthavornsuwan - SIAM KUBOTA Corporation Co., Ltd.
Course - Odoo for System Administrators
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
It was a very informative session and we came away with lots of useful improvement ideas to implement within our business. Joe was engaging and led discussions and activities well - the activities and topics covered were really interesting and we all learned a lot. It was a course that was also applicable to and useful for everyone, as there were a range of people in the room.
