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HomeAccounting (Page 4)

Tag: Accounting

Contact Statistics in Odoo 19 | Odoo 19 Accounting Tutorials | Odoo 19 New Features |Odoo 19 Release – CBMS Odoo ERP
Odoo ERP

Contact Statistics in Odoo 19 | Odoo 19 Accounting Tutorials | Odoo 19 New Features |Odoo 19 Release – CBMS Odoo ERP

Odoo 19: Unlock Contact Insights with Statistics!  Want to truly understand your customer and partner relationships in Odoo 19? This video shows you how to leverage Contact Statistics for valuable business insights! Discover how Odoo automatically gathers and displays key data related to your contacts, helping you analyse sales, purchases, interactions, and more. Make data-driven […]

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How to Import Opening Balances in Odoo 18 | Manual Method | Odoo 18 Accounting Tutorial – CBMS Odoo ERP
Odoo 18

How to Import Opening Balances in Odoo 18 | Manual Method | Odoo 18 Accounting Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through how to manually create opening balances in Odoo 18 Accounting. Opening balances are essentially the financial starting point for your company—they represent the amounts in your accounts before you begin recording new transactions in Odoo. So, whether you’re migrating from another system or setting up your books for […]

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How to Manage Reconciliation of Draft Entries | Odoo 19 Tutorials | Odoo 19 Accounting | Odoo 18.2 – CBMS Odoo ERP
Odoo 18

How to Manage Reconciliation of Draft Entries | Odoo 19 Tutorials | Odoo 19 Accounting | Odoo 18.2 – CBMS Odoo ERP

In Odoo 19, reconciliation of draft entries typically refers to the process of matching/unifying accounting entries (often from invoices, payments, or bank statements) before they are posted or confirmed. Here’s a breakdown of how reconciliation works in Odoo 19, specifically for draft entries: Draft entries: These are journal entries (or invoices/payments) that are created but […]

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How to Manage Landed Cost in Odoo 18 Inventory | Odoo 18 Inventory Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Manage Landed Cost in Odoo 18 Inventory | Odoo 18 Inventory Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

​In Odoo 18, landed costs represent the total expenses incurred to bring a product to your warehouse, encompassing the purchase price, shipping fees, insurance, customs duties, taxes, and other related charges. Accurately accounting for these costs ensures precise inventory valuation and profitability analysis.​ Configuring Landed Costs in Odoo 18: Enable the Landed Costs Feature: Navigate […]

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How to Configure Authorized Signatory on Invoices in Odoo 18 Accounting | Digital Signature Setup – CBMS Odoo ERP
Odoo 18

How to Configure Authorized Signatory on Invoices in Odoo 18 Accounting | Digital Signature Setup – CBMS Odoo ERP

In today’s video, we’re setting up an authorized signatory on invoices in Odoo 18 Accounting. Adding a signature to your invoices is a simple but essential step to ensure authenticity, legal compliance, and a more professional look for your business documents. With just a few quick settings, you can make sure every invoice carries the […]

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Upcoming Features in Odoo 19 | Techtonic – Odoo 19 Latest Features | Odoo 18.1 & 18.2 New Features – CBMS Odoo ERP
Odoo 18

Upcoming Features in Odoo 19 | Techtonic – Odoo 19 Latest Features | Odoo 18.1 & 18.2 New Features – CBMS Odoo ERP

1) Favorite filter: Easily edit your favorite filters from the search panel. 2) Open a link in another tab: Open any link in a new tab. Click the middle mouse button or use the CTRL + click shortcut. 3) Bank Transaction with PDF Preview: Preview attached documents from the bank transaction list view whenever a document is linked […]

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Payment Follow-Up via WhatsApp in Odoo 18.1 Accounting | Odoo 18.1 Accounting Tutorials | Odoo 18.1 – CBMS Odoo ERP
Odoo 18

Payment Follow-Up via WhatsApp in Odoo 18.1 Accounting | Odoo 18.1 Accounting Tutorials | Odoo 18.1 – CBMS Odoo ERP

Tracking via WhatsApp Use WhatsApp messages in the tracking levels. #Odoo18 #OdooAccounting #OdooTutorial #WhatsAppPayments #AccountingAutomation #ERP #BusinessTips #PaymentFollowUp #CashFlow #FinancialManagement #BusinessSoftware #SmallBusiness #AccountingSoftware #Odoo18 #Odoo18Accounting #Odoo18PaymentFollowUp #Odoo18WhatsAppAutomation #WhatsAppAutomation #InvoiceReminders #BusinessAutomation #Odoo18Tutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Payment #FollowUp #WhatsApp #Odoo #Accounting […]

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What are the Key Features, Functionalities & Benefits of Odoo18 Dynamic Accounting Reports | Odoo 18 – CBMS Odoo ERP
Odoo 18

What are the Key Features, Functionalities & Benefits of Odoo18 Dynamic Accounting Reports | Odoo 18 – CBMS Odoo ERP

Odoo18 Dynamic Accounting Reports module for Odoo 18 Community Edition 00:00 – 01:00 — Introduction 01:00 – 02:27 — General Ledger 02:27 – 03:48 — Trial Balance 03:48 – 04:53 — Balance Sheet 04:53 – 05:52 — Profit & Loss 05:52 – 07:09 — Partner Ledger 07:09 – 09:25 — Aged Payable and Receivable 09:25 […]

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