Se rendre au contenu
Odoo Menu
  • Se connecter
  • Essai gratuit
  • Applications
    Finance
    • Comptabilité
    • Facturation
    • Notes de frais
    • Feuilles de calcul (BI)
    • Documents
    • Signature
    Ventes
    • CRM
    • Ventes
    • PdV Boutique
    • PdV Restaurant
    • Abonnements
    • Location
    Sites web
    • Site Web
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Chaîne d'approvisionnement
    • Inventaire
    • Fabrication
    • PLM
    • Achats
    • Maintenance
    • Qualité
    Ressources Humaines
    • Employés
    • Recrutement
    • Congés
    • Évaluations
    • Recommandations
    • Parc automobile
    Marketing
    • Marketing Social
    • E-mail Marketing
    • SMS Marketing
    • Événements
    • Marketing Automation
    • Sondages
    Services
    • Projet
    • Feuilles de temps
    • Services sur Site
    • Assistance
    • Planification
    • Rendez-vous
    Productivité
    • Discussion
    • Validations
    • Internet des Objets
    • VoIP
    • Connaissances
    • WhatsApp
    Applications tierces Odoo Studio Plateforme Cloud d'Odoo
  • Industries
    Commerce de détail
    • Librairie
    • Magasin de vêtements
    • Magasin de meubles
    • Épicerie
    • Quincaillerie
    • Magasin de jouets
    Food & Hospitality
    • Bar et Pub
    • Restaurant
    • Fast-food
    • Maison d’hôtes
    • Distributeur de boissons
    • Hôtel
    Immobilier
    • Agence immobilière
    • Cabinet d'architecture
    • Construction
    • Gestion immobilière
    • Jardinage
    • Association de copropriétaires
    Consultance
    • Cabinet d'expertise comptable
    • Partenaire Odoo
    • Agence Marketing
    • Cabinet d'avocats
    • Aquisition de talents
    • Audit & Certification
    Fabrication
    • Textile
    • Métal
    • Meubles
    • Alimentation
    • Brewery
    • Cadeaux d'entreprise
    Santé & Fitness
    • Club de sports
    • Opticien
    • Salle de fitness
    • Praticiens bien-être
    • Pharmacie
    • Salon de coiffure
    Trades
    • Bricoleur
    • Matériel informatique et support
    • Systèmes photovoltaïques
    • Cordonnier
    • Services de nettoyage
    • Services CVC
    Autres
    • Organisation à but non lucratif
    • Agence environnementale
    • Location de panneaux d'affichage
    • Photographie
    • Leasing de vélos
    • Revendeur de logiciel
    Browse all Industries
  • Communauté
    Apprenez
    • Tutoriels
    • Documentation
    • Certifications
    • Formation
    • Blog
    • Podcast
    Renforcer l'éducation
    • Programme éducatif
    • Business Game Scale-Up!
    • Rendez-nous visite
    Obtenir le logiciel
    • Téléchargement
    • Comparez les éditions
    • Versions
    Collaborer
    • Github
    • Forum
    • Événements
    • Traductions
    • Devenez partenaire
    • Services for Partners
    • Enregistrer votre cabinet comptable
    Nos Services
    • Trouver un partenaire
    • Trouver un comptable
    • Rencontrer un conseiller
    • Services de mise en œuvre
    • Références clients
    • Assistance
    • Mises à niveau
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Obtenir une démonstration
  • Tarification
  • Aide

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Comptabilité
  • Inventaire
  • PoS
  • Projet
  • MRP
All apps
Vous devez être inscrit pour interagir avec la communauté.
Toutes les publications Personnes Badges
Étiquettes (Voir toutl)
odoo accounting v14 pos v15
À propos de ce forum
Vous devez être inscrit pour interagir avec la communauté.
Toutes les publications Personnes Badges
Étiquettes (Voir toutl)
odoo accounting v14 pos v15
À propos de ce forum
Aide

Tracking Multiple Investor Contributions in Odoo 18

S'inscrire

Recevez une notification lorsqu'il y a de l'activité sur ce poste

Cette question a été signalée
accounting
2 Réponses
1077 Vues
Avatar
MD NAWAZUDDIN

I run a hair salon business with three investors who contribute capital at different times. For example, Investor 1 invested ₹50,000 in January and another ₹10,000 in May, totaling ₹60,000. Investor 2 contributed ₹30,000 in June and later ₹15,000, totaling ₹45,000. Investor 3 invested ₹25,000 in September and an additional ₹9,000, totaling ₹34,000. I want to know the best way to record, consolidate, and track each investor’s contributions properly in Odoo 18, ensuring that the total capital per investor is clearly visible in reports.

0
Avatar
Ignorer
Avatar
Banibro IT Solutions
Meilleure réponse

In Odoo 18, the best way to properly record and track multiple capital contributions from different investors is by using the Accounting module to create a dedicated equity account for each investor. Each investment can be recorded as a journal entry, crediting the respective investor's equity account and debiting the bank or cash account accordingly. This ensures that each contribution is tied to the right investor and the capital inflow is accurately reflected in the books. By setting up individual equity accounts, the system clearly separates each investor's total capital, even if contributions happen at different times.

To consolidate and track the investor contributions, Odoo's reporting features can then be leveraged. Custom or standard financial reports such as the General Ledger or Partner Ledger reports can be used to display the total amount each investor has contributed over time. These reports provide clear visibility into both individual transactions and cumulative totals per investor, making it easy to monitor and reconcile the capital amounts. Additionally, activating Developer Mode allows enhanced customization of financial reports, enabling tailoring of the format and data to meet the specific needs of the salon business for investor tracking.

Overall, maintaining separate equity accounts for each investor and recording each capital injection via journal entries in Odoo 18's accounting module is the recommended approach. This setup, combined with Odoo's dynamic financial reporting, ensures accurate recording, consolidation, and clear visibility of per-investor capital totals in reports, facilitating transparent management and easy monitoring of multiple investors' contributions in the salon business

0
Avatar
Ignorer
Jacqueline Gleason

We've recently upgraded from Odoo 16 and Odoo 18. We successfully used the method you mentioned above in Odoo 16 for 3 years. Now, after the upgrade, it seems "equity' accounts are handled differently--the balance is automatically rolled into "Retained Earnings" at the end of year even though it's a separate account although it's still showing on the GL. This is NOT what happened in 16 and the balance remained visible on the BS at all times. Any thoughts on this change in 18?

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Meilleure réponse

Hi,


In Odoo 18, you can manage investor contributions in different ways depending on how formal your accounting needs to be. A simple approach is to create each investor as a contact and assign them an analytic account. Every time they contribute, you record a journal entry that debits your bank and credits a capital account tied to that analytic account. This lets you run analytic reports to see each investor’s total.


Another option is to build a custom model or use Odoo Studio to log contributions directly, with fields for investor, date, and amount. A computed field can then summarize totals per investor, and you can design a dashboard or report to display consolidated capital. This makes data entry easy but requires some customization and doesn’t automatically handle accounting unless you link it.


For a more formal and accurate approach, you can create separate equity accounts for each investor. Contributions are posted by debiting the bank and crediting the respective investor’s capital account. This ensures that financial reports like the balance sheet clearly show each investor’s total contribution and is the best method if you need compliance with accounting standards.


In practice, the recommended setup is to maintain dedicated equity accounts for each investor so contributions remain transparent and auditable in standard reports. If ease of tracking is also important, you can complement this with a contribution log for quick visibility while still keeping accounting records accurate.


Hope it helps

0
Avatar
Ignorer
Vous appréciez la discussion ? Ne vous contentez pas de lire, rejoignez-nous !

Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !

S'inscrire
Publications associées Réponses Vues Activité
dfgfdgdf fgfgf xcvdf fgdf dsf
accounting
Avatar
0
nov. 25
3
{{GUIA`$Avianca$𓆩×͜×𓆪 𝐏𝐀}}¿Cómo llamar a Avianca desde Panamá?
accounting
Avatar
0
nov. 25
58
Invoice Printing Error in Odoo V19 – GCC/Saudi Localization
accounting
Avatar
Avatar
1
nov. 25
183
After Odoo 18 to Odoo 19 upgrade - how do I manage Bills for products that already posted to the interim account? - مشكلة بعد الترقية من Odoo 18 إلى Odoo 19.
accounting
Avatar
Avatar
1
nov. 25
220
I found a small typo in the Odoo 19 Chart of Accounts — and it made my day 😆 Résolu
accounting
Avatar
Avatar
Avatar
2
nov. 25
396
Communauté
  • Tutoriels
  • Documentation
  • Forum
Open Source
  • Téléchargement
  • Github
  • Runbot
  • Traductions
Services
  • Hébergement Odoo.sh
  • Assistance
  • Migration
  • Développements personnalisés
  • Éducation
  • Trouver un comptable
  • Trouver un partenaire
  • Devenez partenaire
À propos
  • Notre société
  • Actifs de la marque
  • Contactez-nous
  • Emplois
  • Événements
  • Podcast
  • Blog
  • Clients
  • Informations légales • Confidentialité
  • Sécurité.
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo est une suite d'applications open source couvrant tous les besoins de votre entreprise : CRM, eCommerce, Comptabilité, Inventaire, Point de Vente, Gestion de Projet, etc.

Le positionnement unique d'Odoo est d'être à la fois très facile à utiliser et totalement intégré.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now