Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction
Refresher on Odoo Accounting Fundamentals
- Overview of the Accounting Module in Odoo Version 16
- Initial setup for a new company and configuration of the chart of accounts
- Processing invoices, bills, and payments
- Introduction to the management of accounts payable and receivable within Odoo
Advanced Setup for Accounts Payable and Receivable
- Automation of follow-up procedures and payment matching processes
- Configuration of vendor and customer portals to enhance collaboration
- Utilization of AI capabilities for invoice recognition and reconciliation
- Establishment of complex vendor payment structures
Deep Dive into Odoo Reporting Tools
- Customization of financial reports for both internal and external stakeholders
- Advanced application of Odoo's pivot and graph views for data reporting
- Configuration of dashboard reports to facilitate real-time financial analysis
Oversight of Taxes and Budgets
- Configuration and management of various tax rates and regulatory jurisdictions
- Setup of budgetary positions and continuous monitoring of budget performance
- Implementation of advanced budgetary controls and reporting mechanisms
- Deployment of a comprehensive budget management system
Integration and Customization Options
- Review of API integrations for connecting third-party services
- Tailoring of workflows and business processes within the accounting module
- Introduction to the development of custom modules
- Designing workflows for specific custom accounting processes
Data Administration and Security
- Best practices for importing and exporting data to and from the accounting module
- Establishment of user permissions and access controls for sensitive financial records
- Implementation of audit trails and data reconciliation procedures
- Management of data breaches and security protocols within Odoo
Performance Tuning and Problem Resolution
- Identification and resolution of frequent issues within the Odoo accounting module
- Strategies for optimizing the performance of your Odoo accounting system
- Effective utilization of Odoo support channels and community resources
Conclusion and Future Steps
Requirements
- Foundational knowledge of the Odoo platform.
- Working familiarity with cloud-based operational environments.
Intended Audience
- Professional Accountants
- Financial Managers
14 Hours
Testimonials (2)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
