Course Outline
Introduction
Review of Odoo Accounting Basics
- Overview of the Odoo Version 16 Accounting Module
- Setting up a new company and configuring the chart of accounts
- Handling invoices, bills, and payments
- Introduction to accounts payable and receivable management in Odoo
Advanced Configuration of Accounts Payable and Receivable
- Automating follow-ups and payment matching
- Configuring vendor and customer portals to enhance collaboration
- Leveraging AI features for invoice recognition and reconciliation
- Setting up complex vendor payment structures
In-Depth Exploration of Odoo's Reporting Tools
- Customizing financial reports for internal and external stakeholders
- Advanced use of Odoo's pivot and graph views for reporting
- Setting up dashboard reports for real-time financial analysis
Managing Taxes and Budgets
- Configuring and managing multiple tax rates and jurisdictions
- Setting up budgetary positions and monitoring budget performance
- Advanced budgetary controls and reporting
- Implementing a comprehensive budget management system
Integrations and Customizations
- Overview of API integrations for third-party services
- Customizing workflows and business processes within the accounting module
- Introduction to developing custom modules
- Designing a workflow for a custom accounting process
Data Management and Security
- Best practices for importing and exporting data in the accounting module
- Setting up user permissions and access controls for sensitive financial data
- Implementing audit trails and data reconciliation processes
- Managing data breaches and security protocols in Odoo
Performance Optimization and Troubleshooting
- Identifying and resolving common issues in the Odoo Accounting module
- Tips for optimizing the performance of your Odoo accounting system
- Effectively utilizing Odoo support and community resources
Summary and Next Steps
Requirements
- Basic understanding of the Odoo framework
- Familiarity with cloud-based operations
Target Audience
- Accountants
- Financial managers
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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Testimonials (2)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
