• Overview
  • Main Concepts
    • The Accounting behind Odoo
    • Accounting Memento For Entrepreneurs (US GAAP)
  • Getting Started
    • Initial setup of Odoo Accounting and Odoo Invoicing
    • Chart of Accounts
  • Process overview
    • From Customer Invoice to Payments Collection
    • From Vendor Bill to Payment
• Account Receivables
  • Customer Invoices
    • Overview of the invoicing process
    • Offer cash discounts
    • Cash Rounding
    • Payment Terms and Installment Plans
    • Deferred Revenues
    • Credit Notes and Refunds
    • Add EPC QR Codes to invoices
    • Send your Invoices by Post (Snailmail)
  • Customer Payments
    • Different ways to record a payment
    • Invoice Online Payment
    • Register customer payments by checks
    • Batch Payments: Batch Deposits (checks, cash etc.)
    • Batch Payments: SEPA Direct Debit (SDD)
    • Follow-up on invoices and get paid faster
• Account Payables
  • Vendor Bills
    • Manage vendor Bills
    • Purchase Receipts
    • Deferred Expenses and Prepayments
    • Non-current Assets and Fixed Assets
    • Digitize Vendor Bills with Optical Character Recognition (OCR)
  • Vendor Payments
    • Pay with SEPA
    • Pay by Checks
    • Pay several bills at once
  • Miscellaneous
    • Forecast future bills to pay
• Bank & Cash
  • Setup
    • Bank Accounts
    • Manage a cash register
    • Manage a bank in a foreign currency
  • Bank Feeds
    • Bank Statements
    • Bank Synchronization: Automatic Import
    • Ponto as Bank Synchronization provider
    • Synchronize your PayPal account with Odoo
  • Miscellaneous
    • Do a bank wire transfer from one bank to another
  • Bank Reconciliation
    • Bank reconciliation process - use cases
    • Reconciliation Models
• Fiscality
  • Taxes
    • Taxes
    • Default Taxes
    • Fiscal Positions (tax and account mapping)
    • Get correct tax rates in the United States using TaxCloud
    • Manage withholding taxes
    • Manage prices for B2B (tax excluded) and B2C (tax included)
    • Manage cash basis taxes
    • VIES VAT numbers validation
  • Fiscal Year
    • Manage Fiscal Years
    • Do a year end in Odoo (close a fiscal year)
• Reporting
  • Overview
    • Main reports available
    • Create a customized reports with your own formulas
  • Declarations
    • Tax Return (VAT Declaration)
• Others
  • Analytic
    • Analytic account use cases
    • Track costs of human resources with timesheets
    • Track costs of purchases, expenses, subcontracting
  • Adviser
    • Manage a financial budget
  • Multicurrency
    • Odoo’s multi-currency system
    • Manage invoices and payment in multiple currencies
    • Record exchange rates at payments
  • Inventory
    • Impact on the average price valuation when returning goods
    • Inventory valuation configuration
• Fiscal Localizations
  • Overview
    • Fiscal Localization Packages
    • List of supported countries
  • Localizations
    • Argentina
    • Australia
    • Chile
    • Colombia
    • Colombia (ES)
    • France
    • Germany
    • Indonesia
    • Italy (IT)
    • Mexico
    • Netherlands
    • Spain
    • Switzerland