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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 […]
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
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 […]
To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]
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 […]
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 […]
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 […]
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 […]
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!** – […]
