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Odoo Connect 2019
Accounting in Odoo
Training
09:00, 04/11/2019 - 17:00, 04/11/2019 (US/Pacific) (8 giờ)
Richard Shall
Richard Shall

Practical Info

Date: Monday Nov 4
Time: 9:00 am - 5:00 pm
Location: Odoo Inc. - 250 Executive Park Blvd. Suite 3400, San Francisco, CA 94134
  Lunch and refreshments are included for each day of the training.


Prerequisites

A basic knowledge of Accounting from a functional and business perspective. Preliminary knowledge of the Odoo environment is a plus! A free trial of Odoo Accounting can be found at https://odoo.com/start if desired prior to this course.


Note: All trainings are on Odoo Enterprise Edition (version 13)


Why should you attend?

This training will improve your knowledge and understanding of the Odoo Accounting application, allowing you to solve complex problems quickly (as well as learn about new features/functionalities).


Agenda

  • Chart of accounts principles

    • Account groups

    • Account tags

  • Journals

    • Journal groups

  • Payment matching

  • Batch deposits

  • Statement reconciliation

    • Reconciliation models

    • Reconciliation report

  • Stock valuation

  • Analytic accounts

    • Analytic account groups

  • Assets management and revenue recognition

  • Build your own financial report

  • US taxes with TaxCloud


Topics not covered during this session:

  • Payment acquirers

  • Checks

  • Budget

  • Customer follow-ups

  • Multi-company

  • Multi-currency

  • Project costing

Note: Because there will be a lot to cover in 1 day and we want to transfer as much knowledge as possible to you, this training session will be delivered in the form of a lecture and will not include exercises. If you have additional needs you would like to cover, feel free to schedule a call with our business advisor team to discuss additional topics.

Schedule a demo



SPEAKER

Richard Shall

Business Advisor & Solutions Architect - Odoo

With 5 years of experience implementing, managing, and selling Odoo projects, Richard Shall has a wealth of experience in advising companies on how to use Odoo to better manage their operations. With the assistance of an expert Accounting background, he has been able to delve deep into the accounting features and functionalities that small and medium sized businesses may not realize they want (or need). In this SmartClass he will show the tips and tricks any company can use to better manage their financial operations.


SPEAKER

Ray Carnes

Business Analyst (Custom Projects) at Odoo

Ray is a project manager and Odoo expert responsible for custom projects and large implementations.