Accounting and Invoicing

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Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 60 xp
  - Quiz
- Update your chart of accounts 40 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 60 xp
  - Quiz
Invoicing
- Issue a customer invoice 60 xp
- Customer invoice from sales order 60 xp
- Issue a credit note 80 xp
- Invoice digitization with OCR 40 xp
  - Quiz
- QR Code on Invoices for European Customers 60 xp
  - Quiz
- Register a vendor bill 60 xp
- Payment terms 40 xp
  - Quiz
- Terms & Conditions 40 xp
  - Quiz
Payments
- Payments and outstanding accounts 80 xp
  - Quiz
- Online Payments 60 xp
  - Quiz
- Customer payment follow-up 40 xp
- Batch Deposit of Checks 40 xp
  - Quiz
- Cash discounts 60 xp
  - Quiz
Bank and Cash
- Bank Configuration 60 xp
  - Quiz
- Bank transactions & bank synchronization 40 xp
  - Quiz
- Bank reconciliation 60 xp
  - Quiz
- Reconciliation Models 40 xp
  - Quiz
- SEPA Credit Transfer 60 xp
  - Quiz
- SEPA Direct Debit 80 xp
  - Quiz
Taxes
- Taxes and VAT 60 xp
  - Quiz
- Cash basis 60 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 80 xp
  - Quiz
Accounting management
- Extra Taxes (ecotax, alcohol, luxury,...) 60 xp
  - Quiz
- Assets Management 40 xp
  - Quiz
- One-shot deferred revenues and expenses 40 xp
  - Quiz
- US Tax Compliance - Avatax 40 xp
  - Quiz
- Deferred Revenue and Expenses 60 xp
  - Quiz
- Analytic Accounting 60 xp
  - Quiz
- Budget Management 60 xp
  - Quiz
- Multi company and Journal Groups 40 xp
  - Quiz
Reporting
- Financial reports 60 xp
  - Quiz
Inventory valuation
- Inventory Valuation 60 xp
  - Quiz
- Continental Inventory Valuation 60 xp
  - Quiz
- Anglo-Saxon Inventory valuation 40 xp
  - Quiz
End of period
- Multi-currency - Realized Gains/Losses 60 xp
  - Quiz
- Multi-currency - Unrealized Gains/Losses 40 xp
  - Quiz
- Closing the fiscal year 40 xp
  - Quiz

Bank transactions & bank synchronization

40 XP

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learn how to manage bank transactions on Odoo and how to synchronize your bank account directly to your Odoo database.

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1. How can I automatically import bank transactions in Odoo?

By linking my bank account to Odoo via the settings. It can only be done with a third-party add-on. By activating the option in “Settings”.

2. How can I import my bank transactions?

I have to manually scan them, and then upload a bulk PDF. I can import my statements from the “Bank” journal. I can specify a folder on my PC Odoo periodically scans and downloads new statements when it detects new files.

3. I just loaded my bank file, what can I do before importing it on Odoo?

I can preview what it will look like once imported. I can select other bank statements to upload all at once. I can set fields correlating to information contained in my file.

Accounting and Invoicing

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Bank transactions & bank synchronization