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Duration 14 hours
Course Outline
Introduction
Recap of Odoo Accounting Fundamentals
- Detailed overview of the Odoo Version 16 Accounting Module
- Establishing a new corporate entity and configuring the chart of accounts
- Managing invoices, bills, and payment transactions
- Foundational concepts of accounts payable and receivable management in Odoo
Sophisticated Configuration of Accounts Payable and Receivable
- Streamlining follow-up procedures and payment matching through automation
- Setting up vendor and customer portals to enhance collaborative workflows
- Harnessing AI-driven features for intelligent invoice recognition and reconciliation
- Designing complex structures for vendor payments
Deep Dive into Odoo’s Reporting Capabilities
- Tailoring financial reports for both internal stakeholders and external auditors
- Advanced utilization of Odoo’s pivot and graph views for data presentation
- Constructing dashboard reports to enable real-time financial performance analysis
Oversight of Taxes and Budgets
- Configuration and administration of diverse tax rates and legal jurisdictions
- Establishing budgetary positions and tracking budgetary performance metrics
- Implementing advanced budgetary controls and generating related reports
- Deploying a comprehensive budget management system
System Integrations and Workflow Customizations
- Survey of API integrations for connecting third-party services
- Modifying workflows and business processes specific to the accounting module
- Introductory concepts in developing bespoke custom modules
- Architecting a workflow for unique accounting processes
Data Governance and Security Protocols
- Best practices for importing and exporting data within the accounting module
- Defining user permissions and access controls to protect sensitive financial information
- Establishing audit trails and robust data reconciliation procedures
- Addressing data breach risks and implementing security protocols in Odoo
System Performance Optimization and Troubleshooting
- Diagnosing and resolving frequent issues encountered in the Odoo accounting module
- Strategies for optimizing the operational performance of your Odoo accounting setup
- Effective utilization of Odoo support channels and community resources
Course Summary and Future Recommendations
Requirements
- Foundational knowledge of the Odoo framework
- Proficiency with cloud-based operational environments
Target Audience
- Accountants
- Financial Managers
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.
