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Cuando abre por primera vez su aplicación Contabilidad, la página Resumen contable le da la bienvenida con un panel de configuración inicial paso a paso, un asistente que le ayuda a arrancar. Este panel de configuración inicial se muestra hasta que decide cerrarlo it.

Los ajustes visibles en el panel de configuración inicial todavía podrán modificarse en Contabilidad ‣ Configuración ‣ Ajustes.

Nota

Odoo Accounting automatically installs the appropriate Fiscal Localization Package for your company, according to the country selected at the creation of the database. This way, the right accounts, reports, and taxes are ready-to-go. Click here for more information about Fiscal Localization Packages.

Panel de configuración inicial de Contabilidad

El panel de configuración inicial de Contabilidad se compone de cuatro pasos:

Step-by-step onboarding banner in Odoo Accounting

  1. Información de compañía

  2. Cuentas bancaria

  3. Períodos contables

  4. Plan contable

Información de compañía

Este menú le permite añadir los detalles de su compañía como el nombre, dirección, logo, sitio web, teléfono, email y NIF. Estos detalles se muestran en sus documentos, como las facturas.

Add your company's details in Odoo Accounting and Odoo Invoicing

Nota

You can also change these settings by going to Settings ‣ General Settings ‣ Settings ‣ Companies and clicking on Update Info.

Cuentas bancaria

Connect your bank account to your database and have your bank statements synced automatically. To do so, find your bank in the list, click on Connect, and follow the instructions on-screen.

Nota

Click here for more information about this feature.

If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with your database, you may also configure your bank account manually by clicking on Create it, and filling out the form.

  • Nombre: el nombre de la cuenta bancaria, tal como se muestra en Odoo.

  • Número de cuenta: su número de cuenta bancaria (IBAN en Europa).

  • Bank: click on Create and Edit to configure the bank’s details. Add the bank institution’s name and its Identifier Code (BIC or SWIFT).

  • Code: this code is your Journal’s Short Code, as displayed on Odoo. By default, Odoo creates a new Journal with this Short Code.

  • Journal: This field is displayed if you have an existing Bank Journal that is not linked yet to a bank account. If so, then select the Journal you want to use to record the financial transactions linked to this bank account or create a new one by clicking on Create and Edit.

Nota

  • You can add as many bank accounts as needed with this tool by going to Accounting ‣ Configuration, and clicking on Add a Bank Account.

  • Click here for more information about Bank Accounts.

Períodos contables

Define here your Fiscal Years’ opening and closing dates, which are used to generate reports automatically, and your Tax Return Periodicity, along with a reminder to never miss a tax return deadline.

By default, the opening date is set on the 1st of January and the closing date on the 31st of December, as this is the most common use.

Nota

You can also change these settings by going to Accounting ‣ Configuration ‣ Settings ‣ Fiscal Periods and updating the values.

Plan contable

With this menu, you can add accounts to your Chart of Accounts and indicate their initial opening balances.

Basic settings are displayed on this page to help you review your Chart of Accounts. To access all the settings of an account, click on the double arrow button at the end of the line.

Setup of the Chart of Accounts and their opening balances in Odoo Accounting

Nota

Click here for more information on how to configure your Chart of Accounts.

Panel de configuración inicial de Facturación

Hay otro panel de configuración inicial paso a paso que le ayuda a aprovechar sus aplicaciones Odoo de Facturación y Contabilidad. El panel de configuración inicial de Facturación es el que le da la bienvenida si usa la aplicación de Facturación en vez de la de Contabilidad.

If you have Odoo Accounting installed on your database, you can reach it by going to Accounting ‣ Customers ‣ Invoices.

El panel de configuración inicial de Facturación se compone de cuatro pasos principales:

Step-by-step onboarding banner in Odoo Invoicing

  1. Información de compañía

  2. Diseño de Factura

  3. Método de pago

  4. Factura ejemplo

Información de compañía

Este formulario es el mismo que el que se presenta en el panel de configuración inicial de Contabilidad.

Diseño de Factura

With this tool, you can design the appearance of your documents by selecting which layout template, paper format, colors, font, and logo you want to use.

También puede añadir su Lema de la Compañía y el contenido del pie de página. Observe que Odoo añade automáticamente el teléfono de la compañía, email, URL del sitio web y NIF al pie de página, de acuerdo con los valores que usted haya configurado en la Información de la empresa.

Document layout configuration in Odoo Invoicing

Truco

Add your bank account number and a link to your General Terms & Condition in the footer. This way, your contacts can find the full content of your GT&C online without having to print them on the invoices you issue.

Nota

These settings can also be modified by going to Settings ‣ General Settings, under the Business Documents section.

Método de pago

This menu helps you configure the payment methods with which your customers can pay you.

Importante

Configuring a Payment Provider with this tool also activates the Invoice Online Payment option automatically. With this, users can directly pay online, from their Customer Portal.

Factura ejemplo

Send yourself a sample invoice by email to make sure everything is correctly configured.

Ver también