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 […]
In the export screen, the default fields and their display order now match the underlying list view. Go to any module and choose a record in list view. Select action click on export. This pops up the widget, which has the default fields of the list view. #Odoo18 #OdooTutorial #OdooExports #OdooFeatures #ERP #BusinessSoftware #DataManagement #TechTutorial #SoftwareTutorial #OpenSource #DataAnalysis #Productivity […]
Add or remove followers from multiple records at once. Choose the followers icon; this opens a wizard where multiple followers can be added and removed at once. If you want to notify the multiple enable toggle button #Odoo18 #Odoo18.2 #Odoo18Tutorial #Odoo18ERP #Odoo18.2Updates #Odoo18Tips #Odoo18.2NewFeatures #FollowerManagement #BusinessAutomation #ProductivityTips #ERPSoftware #Odoo18Community #SoftwareTutorial #TechTutorial #Odoo18.2FollowerManagement #Odoo18Tutorials #Odoo18Update #Odoo18NewFeatures #Odoo18Release #Odoo18.2ERP #OdooTips #Odoo18.2Development #Odoo18.2Community […]
The “Mobile” field has been removed from the Contacts model, and its value logged in the chatter.If we are messaging the user with the same number then we can only track the message under the chatter.But if we change the phone number into new number , the value will logged in the chatter as well […]
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. […]
Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]
Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]
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 […]
Transforming To-Dos into Actionable Tasks in Odoo 18 Odoo 18 empowers you to manage your daily tasks effectively with its intuitive To-Do app. This video will guide you through the seamless process of converting your to-dos into actionable tasks, ensuring you stay organized and productive. We’ll cover how to: Create To-Dos: Easily add new to-dos […]
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]