Accounting and Invoicing

0 %

課程內容

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

40 XP

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In this video, learn how to configure and use configuration models to create and manage counter-parts during the reconciliation process.

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1. What is the function of reconciliation models?

They are guidelines for users to follow when reconciling. They are a type of reconciliation that must be defined when configuring Odoo for the first time. They are preset configurations used for reconciling bank statements.

2. What does the “Auto-Validate” function do?

It auto-validates a reconciliation based on the set conditions (label, partner, etc.) It automatically creates a counter-part for bank statements and validates the reconciliation. It allows to auto-validate bank statements without counter-parts.

3. Which option can be enabled in a reconciliation model if I want to allow underpayment?

Payment Tolerance. Allow Underpayment. Payment Condition.

Accounting and Invoicing

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Reconciliation Models