Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 14 hours
Course Outline
Introduction
Foundational Review of Odoo Accounting
- Comprehensive overview of the Odoo Version 16 Accounting Module.
- Procedures for establishing a new company profile and structuring the chart of accounts.
- Handling of invoices, bills, and payment processing.
- Initial exposure to accounts payable and receivable management protocols within Odoo.
Sophisticated Configuration of Payables and Receivables
- Automation of follow-up procedures and payment matching processes.
- Setup of vendor and customer portals to facilitate enhanced collaboration.
- Application of AI-driven features for accurate invoice recognition and reconciliation.
- Construction of intricate vendor payment structures.
Advanced Utilization of Odoo Reporting Capabilities
- Tailoring financial reports for both internal stakeholders and external compliance needs.
- Applying advanced Odoo pivot and graph views for detailed reporting.
- Creating dashboard reports that enable real-time financial analysis.
Oversight of Taxation and Budgets
- Configuration and management of varied tax rates and multiple jurisdictions.
- Establishment of budgetary positions and continuous monitoring of budget performance.
- Implementation of advanced budgetary controls and corresponding reports.
- Deployment of a comprehensive budget management system.
System Integrations and Workflow Customization
- Analysis of API integrations for connecting third-party services.
- Customization of workflows and core business processes within the accounting module.
- Introduction to the development of custom modules.
- Designing bespoke workflows for specific accounting processes.
Data Governance and Security Protocols
- Best practices for importing and exporting data via the accounting module.
- Configuration of user permissions and access controls to protect sensitive financial information.
- Implementation of audit trails and rigorous data reconciliation procedures.
- Management of security protocols and response strategies for potential data breaches in Odoo.
Performance Enhancement and Problem Resolution
- Identification and resolution of frequent issues encountered in the Odoo accounting module.
- Strategies for optimizing the overall performance of the Odoo accounting system.
- Effective utilization of Odoo support channels and community resources.
Conclusion and Future Recommendations
Requirements
- A foundational grasp of the Odoo architecture.
- Working knowledge of cloud-based operational environments.
Target Audience
- Accountants
- Financial Managers
Testimonials (2)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
