Skip to Content
Meniu
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
Această întrebare a fost marcată
1 Răspunde
711 Vizualizări

Is there a simple/fast way to categorize transactions in Odoo Accounting? 


Simple example: I go to Starbucks, and I buy a coffee. That gets imported into Odoo via bank transactions, and then I want to be able to easily mark that as "Meals and Entertainment" which will show up on my P&L.


Any idea how to do this?

Imagine profil
Abandonează
Cel mai bun răspuns

During Bank reconciliation you can choose any Expense Account from your Chart of Accounts via the Manual Operations tab, and create Reconcilation Models for frequently used expense accounts - meals, transportation, office supplies, etc - so you can use a single click to classify your bank and/or credit card payments.

https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/reconciliation.html#manual-operations

Imagine profil
Abandonează
Related Posts Răspunsuri Vizualizări Activitate
1
iul. 25
199
2
iul. 25
176
0
iul. 25
236
0
iul. 25
3
2
iul. 25
594