CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, we’ll show you how to configure the Credit Card Journal in Odoo 18 Accounting. This new feature helps businesses efficiently manage credit card transactions, track balances, and streamline financial operations with ease. What You’ll Learn: ✨ 💳 How to create and configure a Credit Card Journal in Odoo 18 🏦 Connecting the […]
Establishing accurate opening balances is crucial when setting up your accounting records in Odoo 18, as they reflect your company’s financial position at the start of a fiscal period. Here’s how you can manage opening balances in Odoo 18: 1. Using the Chart of Accounts: Odoo 18 allows you to input opening balances directly through […]
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]
In this video, we’ll walk you through the Automatic Transfers feature in Odoo 18 Accounting. This tool automates fund movements between accounts, reducing manual data entry and ensuring accuracy in your financial records. With Odoo’s automated transfer system, you can schedule and manage recurring transactions effortlessly. What You’ll Learn: ✨ 🏦 How to set up […]
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
In this video, we’ll walk you through the Bank Reconciliation process in Odoo 18 Accounting. Bank reconciliation is essential for ensuring your accounting records align with your bank statements, helping you prevent fraud, reduce errors, and maintain accurate financial records. With Odoo’s smart reconciliation tools, you can efficiently match transactions and stay on top of […]
In this video, we’ll guide you through the Loan Management feature in the Odoo 18 Accounting module. This feature enables businesses to efficiently manage loans, automate amortization schedules, and track financial liabilities with ease. By leveraging this new functionality, you can streamline loan handling and ensure accurate financial reporting. What You’ll Learn: ✨ 💰 How […]
Learn how to effortlessly manage your company’s assets with Odoo 18’s powerful Asset Model and Automation features! This tutorial provides a step-by-step guide on creating and automating asset models within Odoo 18 Accounting. We’ll cover everything from defining asset categories and depreciation methods to automating the creation of depreciation entries, streamlining your fixed asset management […]
In Odoo 18 Accounting, deferred revenue refers to payments received in advance for goods or services that are yet to be delivered. These payments are recorded as liabilities on the company’s balance sheet and are recognized as revenue over time as the goods or services are provided. Configuration: To manage deferred revenues in Odoo 18, […]