Accounting and Invoicing

0 %

Conteúdo do curso

Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 40 xp
  - Quiz
- Update your chart of accounts 10 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 60 xp
  - Quiz
Invoicing
- Customer invoices 60 xp
- Customer invoice from sales order 60 xp
- Issuing a Credit Note 40 xp
  - Quiz
- Invoice digitization with OCR 40 xp
  - Quiz
- QR Code on Invoices for European Customers 60 xp
  - Quiz
- Registering a Vendor Bill 60 xp
  - Quiz
- Payment terms 40 xp
  - Quiz
- Terms & Conditions 40 xp
  - Quiz
Payments
- Customer and Vendor Payments 60 xp
  - Quiz
- Online Payments 60 xp
  - Quiz
- Customer payment follow-up 40 xp
- Batch Deposit of Checks 40 xp
  - Quiz
- Cash discount 40 xp
  - Quiz
Bank and Cash
- Bank Configuration 60 xp
  - Quiz
- Bank Statements & Bank Synchronization 40 xp
  - Quiz
- Bank reconciliation 60 xp
  - Quiz
- Reconciliation Models 40 xp
  - Quiz
- SEPA Credit Transfer 60 xp
  - Quiz
- SEPA Direct Debit 40 xp
  - Quiz
Taxes
- Taxes and VAT 40 xp
  - Quiz
- Cash basis 60 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 80 xp
  - Quiz
- Extra Taxes (ecotax, alcohol, luxury,...) 60 xp
  - Quiz
- US Tax Compliance - Avatax 40 xp
  - Quiz
Accounting management
- Assets Management 40 xp
  - Quiz
- One-shot deferred revenues and expenses 40 xp
  - Quiz
- Deferred Revenue and Expenses 60 xp
  - Quiz
- Analytic Accounting 60 xp
  - Quiz
- Budget Management 60 xp
  - Quiz
- Multi company and Journal Groups 40 xp
  - Quiz
Reporting
- Financial reports 60 xp
  - Quiz
Inventory valuation
- Inventory Valuation 60 xp
  - Quiz
- Continental Inventory Valuation 60 xp
  - Quiz
- Anglo-Saxon Inventory valuation 40 xp
  - Quiz
End of period
- Multi-currency - Realized Gains/Losses 60 xp
  - Quiz
- Multi-currency - Unrealized Gains/Losses 40 xp
  - Quiz
- Closing the fiscal year 40 xp
  - Quiz

Bank Statements & Bank Synchronization

40 XP

Sobre
Comentários (7)

In this video, learn how to manually import your bank statements, as well as synchronize your bank account with Odoo to import them automatically.

Avaliação

2 0

1. How can I automatically import bank statements in Odoo?

By linking my bank account to Odoo via the settings. It can only be done with a third-party addon. By activating the option in “Settings”.

2. How can I import my bank statements?

I have to manually scan them, and then upload a bulk PDF. I can import my statements from the “Bank” journal. I can specify a folder on my PC Odoo periodically scans and downloads new statements when it detects new files.

3. I just loaded my bank statement file, what can I do before importing it in Odoo?

I can preview what it will look like once imported. I can select other bank statements to upload all at once. I can set fields correlating to information contained in my file.

Accounting and Invoicing

Concluído

Bank Statements & Bank Synchronization