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Tag: odoo accounting

Bank Transcation with PDF Preview Odoo 18.1 | Odoo 18.1 Tutorials | Odoo 18.1 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

Bank Transcation with PDF Preview Odoo 18.1 | Odoo 18.1 Tutorials | Odoo 18.1 New Features | Odoo 18 – CBMS Odoo ERP

Preview attached documents directly in the bank transaction list view whenever a document is linked to a statement. Go to Dashboard — Choose bank click on three dots select statement choose gear icon select statement. #Odoo18 #OdooTutorial #BankReconciliation #Accounting #Finance #ERP #PDFPreview #OdooNewFeatures #OdooFinance #BusinessSoftware #FinancialManagement #OdooImplementation #OdooTips #Odoo18NewFeatures #Odoo18Banking #Odoo18BankTransaction #Odoo18Tutorial #Odoo18ERP #Odoo18Accounting #Odoo18Finance […]

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How to Create Automatic Transfers in Odoo Accounting | Odoo 18 Accounting Tutorials | Odoo 18 Videos – CBMS Odoo ERP
Odoo 18

How to Create Automatic Transfers in Odoo Accounting | Odoo 18 Accounting Tutorials | Odoo 18 Videos – CBMS Odoo ERP

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 […]

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How to Manage Deferred Revenue in Odoo 18 Accounting | Odoo 18 Accounting Tutorials |Odoo 18 Videos – CBMS Odoo ERP
Odoo 18

How to Manage Deferred Revenue in Odoo 18 Accounting | Odoo 18 Accounting Tutorials |Odoo 18 Videos – CBMS Odoo ERP

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, […]

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How to Configure Authorized Signatory on Invoice in Odoo 18 Accounting | Odoo 18 Accounting Tutorial – CBMS Odoo ERP
Odoo 18

How to Configure Authorized Signatory on Invoice in Odoo 18 Accounting | Odoo 18 Accounting Tutorial – CBMS Odoo ERP

In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]

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How to Configure Taxes in Company Currency in Odoo 18 Accounting | Odoo 18 Accounting Tutorials – CBMS Odoo ERP
Odoo 18

How to Configure Taxes in Company Currency in Odoo 18 Accounting | Odoo 18 Accounting Tutorials – CBMS Odoo ERP

Taxes in Company Currency in Odoo Odoo, a powerful open-source ERP, offers a feature to display taxes on invoices in the company’s currency, even when the invoice is created in a different currency. This can be particularly useful for businesses operating in multiple currencies or for regulatory compliance in certain regions. How to Enable Taxes […]

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How to Configure Storno Accounting in Odoo 18 Accounting | What is the Use of Storno Accounting – CBMS Odoo ERP
Odoo 18

How to Configure Storno Accounting in Odoo 18 Accounting | What is the Use of Storno Accounting – CBMS Odoo ERP

In Odoo, storno accounting refers to a method of reversing accounting entries by posting a new transaction that negates or offsets the original entry. It is typically used to correct mistakes or adjust previously recorded transactions. The term “storno” comes from the Italian word for “reversal.” How Storno Accounting Works in Odoo When a storno […]

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How to Display Total Amount of Invoice in Letter in Odoo 18 Accounting | Odoo 18 Functional Tutorial – CBMS Odoo ERP
Odoo 18

How to Display Total Amount of Invoice in Letter in Odoo 18 Accounting | Odoo 18 Functional Tutorial – CBMS Odoo ERP

The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]

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How to Manage Different Customer Addresses in Odoo 18 Accounting | Invoice & Delivery Addresses – CBMS Odoo ERP
Odoo 18

How to Manage Different Customer Addresses in Odoo 18 Accounting | Invoice & Delivery Addresses – CBMS Odoo ERP

Odoo allows you to manage different customer addresses and delivery addresses in Odoo 18 accounting for the following reasons: 1. Flexibility and Efficiency: Multiple Locations: Businesses often have customers with multiple locations, such as offices, warehouses, and home addresses. This feature allows you to associate different addresses with each customer, streamlining the process of creating […]

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How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP
Odoo 18

How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP

Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process:   1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo.   Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]

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