How to Configure Bank Reconciliation in Odoo 17 Accounting App | Bank Reconciliation in Odoo 17 – CBMS Odoo ERP

Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]

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

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

How to Create & Automate Asset Model in Odoo 17 Accounting | Asset Model & Automation in Odoo 17 – CBMS Odoo ERP

Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]

How to Create Timesheets Report Using Odoo 17| Timesheet Reports in Odoo 17| Odoo 17 Tutorials – CBMS Odoo ERP

Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]

Conditional Displays | Odoo Surveys – CBMS Odoo ERP

In this video, learn how to add Conditional Display questions, with Triggering Answers, to create a more in-depth, personalized survey experience. 00:00 – 00:44 Introduction 00:45 – 07:54 Create Conditional Display Questions 07:55 – 09:52 Test Conditional Display Questions 09:53 – 10:13 Conclusion **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis […]

Survey Analysis | Odoo Surveys – CBMS Odoo ERP

In this video, learn how to analysis answers and survey results using the Odoo Surveys application. **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis Conditional Displays Live Session Surveys **App documentation** – Survey Essentials :  – Scoring:  - Time and Randomized Questions:  **See what Odoo can do for you!** – […]

How to Scan CV Using AI in Odoo 18 | Artificial Intelligence to Scan CV | New Features in Odoo 18 – CBMS Odoo ERP

Odoo 18 doesn’t possess built-in functionality for scanning CVs using AI. However, there are third-party modules available in the Odoo App Store that address this need. One such module is called “AI CV Analyzer”. This module leverages AI algorithms to parse and extract key information from CVs, such as: Skills Job titles Project experiences By […]

How to Restore Project History in Odoo 18 | Latest Features in Odoo 18 | New Features in Odoo 18 – CBMS Odoo ERP

Restore history in Odoo 18 Project is a new feature, that lets the users check the change made in the project task description. It shows at what time and who has modified the project task description. This Odoo 18 feature helps to restore the change that has been done for the project task description #Odoo18 #ProjectManagement […]