Posted 2 years, 4 months and 26 days ago
Odoo Accounting section is the area where the user carries out the day to day accounting operations for the business.
Accrual and Cash Basis Methods.
Accounts Receivable & Payable.
We have a simple step wise guide that will help you to do Accounting entries like a pro.
This blog post will serve as a guide for any of the below accounting posting.
view and manage customer/supplier invoices
view and manage customer/supplier refunds
manage sales receipts and purchase receipts
manage customer/supplier payments
manage bank statements and cash registers
manage journal entries and items
manage chart of accounts and chart of taxes
manage re-curing entries and reconciliation
We documented how Odoo places various accounting menus for your convenience.
The following screen-shot shows the sub menu items in the accounting section :
1. Accounting area main menu
2. Customer accounting management
3. Supplier accounting management
4. Bank statements: Summary of all financial transactions occurring over a given period for each account
5. Cash register: Cash log to manage cash entries in cash journals, allowing business to track incoming and outgoing cash transactions
6. Journal items
7. Journal entries
8. Chart of accounts
9. Chart of taxes
10. Draft entries
12. Recurring entries
13. End of period
14. Legal reports
15. Generic reporting
16. Configuration section of accounting area
Odoo allows us to create and send professional invoices and record payments online. There is no need to send reminders to your debtors instead set automated follow-ups to get paid more quickly. Automatically create invoices from sales orders, delivery orders or base them on time and material. You can also Invoice expenses on projects to your customer.
This section allows a user to search current customers or add a new customer to the system.
The following screen-shot displays the customer kanban view :
Create new customer button.
Current customer view with some info about customer.
The following screen-shot displays the list view for customer invoices :