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  1. Vsebine
  2. MasterClass Accounting - v18
  3. Why did we create this course?
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Domov └MasterClass Accounting - v18 └Why did we create this course?

MasterClass Accounting - v18

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Sporočilo vsebine
  • Introduction
    • Why did we create this course?
  • Module 1 - How to start your Accounting?
    • Introduction
    • Theory
    • Theory - Opening Balance
    • Theory - Data Import
    • Theory - Bank synchronization
    • Theory - Cash Basis Taxes
    • Import historical with matching number
    • Exercises
  • Module 2.1 - Invoicing & Payments - Taxes & Tax report
    • Introduction - Taxes & Tax report
    • Main Configurations - Taxes & Tax report
    • Tax Report - Taxes & Tax report
    • Quiz - Taxes & Tax report 10 xp
    • Exercises
  • Module 2.2 - invoicing & payments - OCR/Documents
    • Introduction - OCR/Documents
    • Theory - OCR/Documents
    • Practical - OCR/Documents
    • Quiz - OCR/Documents 10 xp
    • Exercises
  • Module 2.3 - Invoicing & Payments - Payments
    • Introduction - Payments
    • Theory: Payment terms - Payments
    • Theory: Payment methods - Payments
    • Theory: Bank reconciliation - Payments
    • Advanced Use Cases - Payments
    • Quiz - Payments 10 xp
    • Exercises
  • Module 2.4 - Invoicing & payments - Purchase
    • Introduction - Purchase
    • Purchase order matching with bills - Purchase
    • Correction of your stock valuation layer - Purchase
    • Quiz - Purchase 10 xp
    • Exercises
  • Module 2.5 - Invoicing & payments - Sales
    • Introduction - Sales
    • Main Configuration - Sales
    • Electronic Invoicing - Sales
    • Incoterms - Sales
    • Intrastat - Sales
    • Follow up Report - Sales
    • Intercompany transaction - Sales
    • Quiz - Sales 10 xp
    • Exercises
  • Module 3.1 - Closing - Assets Management
    • Introduction - Assets Management
    • Theory - Assets Management
    • Theory pt.2 - Assets Management
    • Odoo set-up - Introduction - Assets Management
    • Odoo set-up - Asset Creation and Automation - Assets Management
    • Odoo set-up - Depreciation schedule - Assets Management
    • Odoo set-up - Best practices - Assets Management
    • Quiz - Assets Management 10 xp
    • Exercises
  • Module 3.2 - Closing - Periodic Closing
    • Introduction - Periodic Closing
    • Cut-Off & Change Period features - Periodic Closing
    • Deferrals & Accruals - Periodic Closing
    • Mass Edit & Move to account - Periodic Closing
    • Reconciliation - Periodic Closing
    • Unrealized Currency Gains & Losses - Periodic Closing
    • Lock dates - Periodic Closing
    • Exercises
    • Quiz - Periodic Closing 10 xp
  • Module 3.3 - Closing - End of Year
    • Introduction - End of Year
    • Tax closing - End of Year
    • Fiscal years - End of Year
    • Quiz - End of Year 10 xp
  • Module 4.1 - Reporting - Financial Statements
    • Introduction - Financial Statements
    • Business knowledge - Financial Statements
    • Main configurations to start - Financial Statements
    • How to generate the Financial Statements - Financial Statements
    • Accounting Report Customization - Financial Statements
    • Quiz - Financial Statements 10 xp
    • Exercises
  • Module 4.2 - Reporting - Consolidation
    • Introduction - Consolidation
    • What, Why, and How about Financial Consolidation - Consolidation
    • How to Set Up Consolidation in Odoo - Consolidation
    • What, Why, and How of IFRS and IAS - Consolidation
    • Odoo for International Standards - Consolidation
    • Odoo Consolidation Limitations - Consolidation
    • Exercises
    • Quiz - Consolidation 10 xp
  • Module 4.3 - Reporting - Spreadsheet and BI
    • Introduction - Spreadsheet and BI
    • Theory - Spreadsheet and BI
    • Advanced features - Spreadsheet and BI
    • Exercises
    • Quiz - Spreadsheet and BI 10 xp
  • Module 4.4 - Reporting - Analytics
    • Introduction - Analytics
    • Theory - Analytics
    • Exercises
    • Quiz - Analytics 10 xp
  • Module 4.5 - Reporting - Budget
    • Introduction Budget
    • Main configurations - Budget
    • To go further - Budget
    • Financial budget - Budget
    • Exercises
    • Quiz - Budget 10 xp

Why did we create this course?

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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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