Accounting and Invoicing

0 %

เนื้อหาคอร์ส

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

Fiscal Positions

60 XP

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ความคิดเห็น (0)

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