Accounting and Invoicing

0 %

Sporočilo vsebine

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

Fiscal Positions

60 XP

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Learn how to create sets of rules to automatically apply the right tax based on your partner's business type and location.

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1. In Odoo, what is a fiscal position?

It is a list of all my currently activated taxes. It is a set of rules that applies specific taxes according to the location and business type of my partner. It is a registry of all applicable taxes per country.

2. How can I configure Odoo to automatically apply a fiscal position?

Adding different taxes within the product’s form. Check “Detect automatically”, and select the country or country group to which that fiscal position should apply. Populating the “Account” field within the invoice.

3. I have first added products to my new invoice and then populated the “Customer” or “Vendor” field, yet the tax is incorrect. Why?

Fiscal positions only apply to services. The tax must be configured in the product’s form, and the fiscal position will be computed when confirming the invoice. The “Customer/Vendor” field or “Fiscal Position” field in the “Other info” tab must be populated before you add a product.

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Accounting and Invoicing

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Fiscal Positions