Skip to Content
This question has been flagged
1 Reply
2847 Views
Avatar
Tanja Jagodić

Hello,

I have asked my support and I am asking You for instructions on how to work in odoo when the work is done at the end of 2024 and the new 2025 has already started, so that there is no confusion as with the initial state.


For example now when I book something, even if I put the date of the document with an earlier date than today, the program books everything for me on today's date.


I am interested in how it will work if, for example, I receive an invoice from 2024 on 10-01-25. I hope it will go to 2024 (according to document numbers for 2024, eg 2435) and not be posted on 10-01-25 with a number eg 15.


The same applies to goods, if I still need to remove/sell/out of stock something in 2024 and the date is, for example, 10-01-25, that all this will be seen in the balance sheet for 2024 and not in 2025.


Please send me everything I need to know so that there are no surprises when the time actually comes.


best regards,


Tanja







                                               

Avatar
Discard
Tanja Jagodić
Author

thank you

Avatar
Binkal Vadaliya (biva)
Best Answer

To ensure that transactions are recorded in the correct fiscal year, even if they are processed in the following year, you can follow these guidelines in Odoo:

1. Backdating Transactions:

   - When entering an invoice or any other document, you can set the document date to a previous year (e.g., 2024) even if the entry is being made in 2025. This will ensure the transaction is recorded in the correct period.

2. Inventory Adjustments:

   - For stock movements, you can also backdate the transactions. When performing inventory adjustments or stock moves, set the operation date to 2024 to it reflects in the 2024 balance sheet.

5. Reconciliation:

   - For payments and bank statements, ensure that the reconciliation is done based on the transaction date and not the posting date.

By following these steps, you can ensure that your transactions are recorded in the correct fiscal period, avoiding any confusion in your financial reports.

Avatar
Discard