Accounting and Invoicing

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Contenido del curso

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

Closing the fiscal year

40 XP

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Learn about the necessary and required process to close a fiscal year in Odoo.

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1. Why is a proper closing of the fiscal year necessary?

To ensure a correct issuance of the financial statements. To make sure our chart of accounts is updated. To follow up on our customers' payments.

2. Where can I check the amount of unallocated earnings once I’ve closed the fiscal year?

On the Balance Sheet, with the period set on “Last Financial Year”. On the Profit and Loss Statement, set on “End of Last Financial Year”. On the Balance sheet, set on “End of Last Financial Year”. On the Proft and Loss Statement, set on “Last Financial Year”.On the Profit and Loss Statement, set on “Last Financial Year”.

Accounting and Invoicing

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Closing the fiscal year