Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
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 Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]
Odoo 18 offers a streamlined process for creating vendor bills or invoices from purchase orders through a user-friendly wizard. This Odoo 18 feature enhances efficiency and accuracy in your procurement operations. Accessing the Invoice Wizard in Odoo 18 There are primarily two ways to access the invoice wizard in Odoo 18: 1. From a Purchase […]
