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Accounting for Fiduciaries

Accounting for Fiduciaries

In this series of videos, you'll learn about how Odoo can be used for managing your clients' Invoicing, Accounting and documents application under our specific one app free offer for our fiduciaries clients hosted on our SaaS

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Last Update 06/26/2020
Completion Time 2 hours 50 minutes
Members 3503
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    • Step 1 : Create your odoo account and get started
    • Step 2 : Adapt your template and save precious time
    • Step 3 : Create your first customer in Odoo
    • Step 4 : Import your contacts & opening balances
    • Step 5 : Let's create some customer and supplier invoices
    • Step 6 : How to close my tax period & create misc entries
    • Step 7 : How to import bank statements and reconcile payments
    • Step 8 : Let's reconcile some open items and clean your accounting
    • Step 9 : How to obtain exactly the records you want and update them easily in batch
    • Step 10 : How to close accounting periods and use financial reporting