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Introduction
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Module 1 - How to start your Accounting?
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Module 2 - Invoicing & Payments - Taxes & Tax report
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Module 2 - invoicing & payments - OCR/Documents
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Module 2 - Invoicing & Payments - Payments
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Module 2 - Invoicing & payments - Purchase
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Module 2 - Invoicing & payments - Sales
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Module 3 - Closing - Assets Management
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Module 3 - Closing - Periodic Closing
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Module 3 - Closing - End of Year
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Module 4 - Reporting - Financial Statements
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Module 4 - Reporting - Consolidation
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Module 4 - Reporting - Spreadsheet and BI
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Module 4 - Reporting - Analytics
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Module 4 - Reporting - Budget
Why did we create this course?
Why did we create this course?
Why does this masterclass exist?
As the well-known sayings go – "it's not about how much money you make, but how much money you keep," and "cash is king." These aren't just catchy phrases; they underscore a fundamental truth: a clear and accurate understanding of your company's financial inflows and outflows is crucial for building lasting wealth.
But achieving this clarity isn't always straightforward. What if you could have a seamless system that integrates financial data across all your company's departments, providing a true and accurate reflection of your financial health? How do you ensure that your various applications are configured correctly, feeding accurate data into your accounting system for reliable reporting?
What is the content of this masterclass?
This masterclass is designed to answer these critical questions. Across 13 comprehensive modules, organized into four key accounting flows, we'll guide you through the essential processes:
- Getting Started Right: We'll lay the foundation by showing you exactly how to start your accounting effectively within Odoo.
- Mastering Invoicing & Payments: This flow dives deep into managing your payments, purchases, sales, and taxes. We'll also explore how to leverage tools like OCR and the Documents application to streamline your processes.
- Navigating Closing Procedures: Learn the intricacies of asset management, the critical steps involved in monthly, quarterly, and yearly closings, and best practices for a smooth end-of-year process.
- Unlocking the Power of Reporting: Finally, we'll empower you to master the configuration and utilization of powerful reporting tools, including financial statements, consolidation features, spreadsheets and Business Intelligence, analytics, and budgeting.
Who will give these sessions?
This in-depth training will be delivered by our seasoned Finance & Accounting expertise team, ensuring you receive practical solutions grounded in real-world use cases and our extensive experience.
How will the masterclass be given?
You can choose the learning format that best suits your needs, whether it's intensive onsite sessions of 2 to 3 days, or more flexible online 2-hour weekly sessions. While we recommend starting with the foundational first module, the modular design allows you to tailor the content to your specific requirements.
Once you finish your module, you will correct the exercises with your Odoo consultant. S.he will answer your questions, correct the exercises with you and give you some takeaways for your future implementation.
Ultimately, this masterclass exists to equip you with the knowledge and skills to not just track your numbers, but to truly understand them, enabling you to make informed decisions that drive your company's financial success and long-term prosperity.
Practical information
On the e-learning platform, you will have access to
- Theory (written & videos)
- Exercices without solution
- Toolbox (import template, FAQ,...)
Once you finish your module, you will correct the exercises with your Odoo consultant. S.he will answer your questions, correct the exercises with you and give you some takeaways for your future implementation.
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