>> How can you handle intercompany transactions and eliminate them automatically?

Intercompany transactions can be managed using dedicated journals. You can exclude specific journals during consolidation for accurate results. With the new intercompany synchronization, transactions can be automatically posted in the right purchase journal, which can be configured in Settings. When manually entering intercompany transactions, users need to use the correct journal.

>> How do you record loans with variable interest rates?

For loans with variable interest rates, we recommend updating the loan every 12 months. You can either import a new repayment schedule or compute it manually every year since variable interest rates can't be calculated in advance.

>> Can you change the journal entry of a loan after modifying the loan payment mid-period?

Yes, you need to remove unposted entries and re-import the correct schedule to reflect the new loan payment structure.

>> How can you upload a monthly budget to a general ledger account?

Activate "developer mode" to access the menu for importing financial (or analytic) budgets.

>> How can you differentiate products in the invoice view when the product name and description merge?

Although the columns are merged, you still see separate lines for the product name and description.

>> What's the difference between purchase matching and autocomplete?

Autocomplete selects all invoiceable lines (based on what has been received, with 0 entered as the quantity when nothing has been received) whereas purchase matching allows for manual selection.

>> Can accounts be merged after entries have been posted in them?

Yes, accounts can be merged (and unmerged) at any time, allowing consolidation.

>> What happens with inventory related accounting entries if the purchase order price is changed when linking lines to the vendor bill?

If the price is changed on the reconciliation screen, the existing inventory received at the purchase order price will be revalued to the updated price.

>> Can you edit the budget in the P&L report?

Yes, editing the budget in the P&L report changes the configured budget directly. For historical comparison, it’s recommended to create a new budget rather than modifying the existing one.

>> Can a balance sheet account be denominated in two currencies simultaneously?

No, but via consolidation you can display balances in the currency of another company.

>> Can you add validation or approval on financial budget changes?

No, there is no approval workflow for financial budgets. Analytic budgets have more advanced features, including support for studio approval workflows.

>> Is there sales order matching with customer invoices like we have for POs and vendor bills?

Yes but it works differently, the link between sales orders and invoices is already established since invoices are generated from sales orders.

>> How are payment discounts with different due dates managed?

In payment terms, cash discounts can be defined, and Odoo will calculate the new amount due. This amount can be displayed directly in the payment screens.

>> Can the loan feature be used to manage loans we give to other companies?

No, the loan feature currently doesn't support loans given to other companies, but you can manage this manually using existing methods.

>> Can you send electronic invoices without using PEPPOL?

Yes, you can still send electronic invoices by mail without using PEPPOL, but in Odoo 18, multiple sending methods are no longer allowed simultaneously.

>> Which exchange rate is used in reports when changing companies?

P&L accounts use the average rate, equity accounts use the historical rate, and other accounts use the closing rate. It depends on the transaction level and the synchronized rates.

>> How will transitioning from Odoo 17 to Odoo 18 affect the chart of accounts?

You may need to merge accounts across different companies for consolidation. Without merging, you can continue using the existing setup, but you won't benefit from the new consolidation features.

>> Can you report based on account tags?

Yes in Odoo 18 account tag-based reporting is available.

>> What are the new features for approval processes of supplier invoices / vendor bills?

Enhanced Studio approvals are now supported for supplier invoices / vendor bills. These include validation, revoking, and delegating approvals.

>> How are price differences handled with the new PO matching tool?

The new PO matching tool allows you to adjust prices directly from the reconciliation screen without needing to leave the interface, streamlining the process, and existing inventory is revalued based on price differences.

>> How does Odoo handle foreign currency amounts on a credit card statement?

The currency is taken from the setup of the credit card journal, and all transactions are read based on that currency setting. Odoo does support transaction balances in multiple currencies from automated bank reconcilation where you have a bank that supported multiple currencies.

>> How do financial and analytic budgets work together?

They do not. Financial and analytic budgets are separate. To track financial accounts within an analytic budget, create a new analytic plan and group the accounts accordingly.