Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re diving into Prepayments in Odoo 18—how they work and how to manage them effectively. A prepayment is any payment made in advance before receiving goods or services. Instead of linking the payment to a Purchase Order, we can create it directly in the Accounting module and later apply it to the […]
In this video, we’ll walk you through how to manage Group Payments in Odoo 18 Accounting. This feature allows businesses to process multiple payments at once, simplifying financial operations and saving time. Instead of handling each payment separately, Odoo 18 lets you combine multiple invoices or bills into a single transaction. What You’ll Learn: ✨ […]
Odoo 18 Full Accounting Kit for Community 00:00 – 00:47 — Introduction 00:47 – 04:00 — Asset Management 04:00 – 05:45 — Post-Dated Cheque(PDC) 05:45 – 06:47 — Reconciliation 06:47 – 08:46 — Lock Dates 08:46 – 11:03 — Recurring Payments 11:03 – 12:36 — Customer Credit Limit 12:36 – 13:37 — Customer Followup 13:37 […]
In this video, we’ll walk you through how to manage Post-Dated Cheques (PDC) in Odoo 18 Accounting. Since PDCs are issued for a future date, handling them correctly is essential for smooth financial operations. While Odoo 18 doesn’t have a dedicated PDC feature, we can efficiently manage them using Journals. What You’ll Learn: ✨ ✅ […]
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. […]