CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
A credit note, or credit memo, is a document issued to a customer that notifies them that they have been credited a certain amount. There are several reasons that can lead to a credit note, such as: – mistake in the invoice – return of the goods, or a rejection of the services – the […]
In a real-time company operation, there may be instances where the invoices or product may have to be sent back and refunded. The Odoo platform understands the necessities and provides you with the option to refund your invoices. Moreover, the accounting module has a dedicated refund menu available under the vendor’s tab where you can […]
This video describes how you can import Vendor Bills in Odoo14. You can import vendor Bill data using either Excel (.xlsx) or CSV (.csv) formats. First Go to Accounting – Vendor- Bills and from the view select a few records and come under action – click Export. Now you can see a window where we […]
Payment Refactoring is the latest feature added in Odoo 14 Accounting. The user can update the balance sheet in real-time and synchronize it with bank statements. Now In Bank/Cash Journal, we can set a Suspense account that will help keep track of the real-time bank transactions. Using this user can maintain a relation between bank […]
The key objective behind the Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners, and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness. The Webinar will cover the Sales, Purchase, and Accounting modules […]
Once the bank statements are correctly imported, it is essential to reconcile the records properly and ensure all Journal Entries are balanced and in agreement. To ease and speed up the reconciliation process, you can configure Reconciliation Models, which are particularly useful with recurrent entries such as bank fees. There are three types of Reconciliation […]
Accounting in the aspect of company operation is vital and the management of the various strands of finance in the company could bring in at most profit for the investment as well as reduce the losses. Video Contents: 0:00 – Introduction to Odoo 14 Accounting 1:01 – Overview of Odoo Accounting Dashboard 5:02 – How […]
Deferred expenses and prepayments (also known as a prepaid expense), are both costs that have already occurred for unconsumed products or services yet to receive. Such costs are assets for the company that pays them since it already paid for products and services still to receive or that are yet to be used. The company […]
It is essential for your business to collect payments when they are overdue. Odoo will help you identify payments that are late and will allow you to send the appropriate reminders. Normally almost all the customers will pay at the right time. Still, there are customers who keep delaying or due payment. In such cases, […]
Odoo 14 brings up a new report related to the Currencies ie. Unrealized Currencies gains/losses Report. This report will display all open amounts on your balance sheet that need to be reevaluated. It is grouped by the currency and their respective accounts. This report displays the amount separately in four columns: 1. Balance in a […]
