Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Cash basis accounting is a method of recording revenue and expenses only when cash is received or paid out. This means that transactions are recognized based on their actual cash flow, rather than when they are earned or incurred. Key points about cash basis accounting: – Revenue Recognition: Revenue is only recorded when cash […]
PDC (Post-Dated Cheque) is a feature in Odoo 17 Accounting that allows you to manage cheques that have been issued but not yet cashed. It’s a useful tool for tracking and managing future payments. Here’s a breakdown of how PDC works in Odoo 17 Accounting: Creating a PDC: 1. Go to the “Accounting” app. 2. […]
Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]
Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]
Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to manage a budget. Other lessons related to this video: – Analytic accounting: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own […]
Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to import existing account balances into Odoo. Find the sample template here: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for […]
Odoo Accounting have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]