Accounting and Invoicing

0 %

Course content

Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 40 xp
  - Quiz
- Update your chart of accounts 80 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 60 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
Invoicing
- Customer invoices 60 xp
- Customer Invoice from a Sales Order 40 xp
  - Quiz
- 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
- Payment Follow-up 40 xp
  - Quiz
- Batch Deposit of Checks 40 xp
  - Quiz
- Cash discount 40 xp
  - Quiz
Taxes
- Taxes and VAT 40 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 80 xp
  - Quiz
- Cash Basis 60 xp
  - Quiz
- Extra Taxes (ecotax, alcohol, luxury,...) 60 xp
  - Quiz
- US Tax Compliance - Avatax 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
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

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Comments (5)

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

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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

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Bank Statements & Bank Synchronization