EFFICIENT AND EFFECTIVE

User-Friendly Interface

A modern and efficient user interface for users.

Data Entry on Odoo

Automatic transaction creation, thus it saves a lot of time.

Collaboration & Alerts

You get automatic alerts on key business transactions. Share documents easily.

Pay Numerous Invoices

You can reconcile payments with multiple invoices.

Simple Setup

Basic initial setup with a configuration progress bar makes the initiation easier for Odoo users.

Mobile

Get instant access to all accounting features, wherever you are, on tablets or smartphones using the Odoo App.

Bank Interfaces

Basic initial setup with a configuration progress bar makes the initiation easier for Odoo users.

ACCOUNTS RECEIVABLE

Clear Customer Sales Invoices

Easily create customer sales invoices on the go, with data defaulting from the customer set up (Example : Taxes, Payment Terms, Prices).

Advanced Payment Terms

Odoo Accounting supports multiple payments for one invoice, cash discounts, advance invoice, partial reconciliations.

Draft Invoice Propositions

Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.

Outstanding Payment Reconciliation

To avoid reconciliation of outstanding payments later, Odoo ERP suggests these payments automatically at the time of creating an invoice.

EASY PAYMENT COLLECTION

Credit Card Payments

Odoo ERP supports online credit card payments to make it quick and easy for customers to pay via their credit cards.

Automated Follow-Ups

Odoo offers emails and follow-ups letters that generate automatically, which can be sent to customers for credit collection.

Overdue Balance

The aged receivables report gives you a clear analysis of overdue invoices and treasury forecast.

Customer Portal

Odoo gives your customers the ability to track the status of their orders, invoices and payments through a customer portal.

Advanced Customer Statements

Get complete records of customer statements on Odoo ERP and see all the details of their accounts for a complete understanding of their account.

QR Codes

With Odoo apps your customers can scan a QR code with their banking app to pay.

ACCOUNT PAYABLES

Manage Purchases

Analyze the information appearing on the Purchase Order, the Purchase Receipt, and the Supplier Invoice to ensure you pay the amount you agreed on at the time of purchase.

Employee Expenses

With Odoo ERP you can keep track all of your employee expenses.

Anticipate Expenses

Odoo ERP shows you a clear forecast of the future bills you have to pay.

Bill Digitalization

Odoo ERP can create your vendors bills with OCR and Artificial Intelligence just by uploading your scanned vendor bills in PDF.

EASY RECONCILIATION

Import Bank Statements

Odoo allows the users to easily import bank statements.

Smart Reconciliation Tool

Get reconciliation propositions automatically, Odoo matches 95% of invoices & payments automatically and the smart matching tool by Odoo ERP allows to do the remaining 5%.

Reconciliation Report

You can review differences between your accounts and your bank statement balance on Odoo to make reconciliation easier.

PERFORMANCE REPORTS

Business Intelligence Reports

Business intelligence reports accumulate and presents data in a way so it can be analyzed for insights. These reports can be exported to Excel and pdf.

Customizable Dashboards

Create and edit your personal dashboard by assembling custom reports.

Interpret Report

Everything is visible on Odoo ERP including reports to navigate easily. Interpret reports for further improvement.

Customizable Key Performance Indicators (KPI's)

Define your own important KPIs for overall business analytics based on general formulae.

Perpetual Financial Year Closing

Odoo ERP offers automatic calculation of profit and loss based on chosen dates.

MANAGEMENT REPORTS

Profit & Loss

Get a prebuilt profit and loss report that measures and accounts for a company’s expenses and revenues during a specific period of time.

Balance Sheet

Get your current year incomes automatically stated in your balance sheet to report at any time without having to close/open fiscal years.

Cash flow Statement

Get a cash flow statement which summarizes the circulation of cash in the company with filters available.

General Ledger

A general ledger is the base of a system used by bookkeepers to collect and organize financial data used to create the company’s financial statements.

Consolidated Journal Report

The consolidated journal shows what happened in each journal systematized month by month for readability.

Tax reports

Acquire your tax reports

Tax Audit Report

The tax audit report allows you to assess the comprehensiveness and accuracy of the tax declaration.

ANALYTIC ACCOUNTING

Hierarchies of Cost Accounts

Odoo allows for analytical tagging on transactions [Example: projects, contracts, departments]

Fully Integrated

Get systematic entries automatically produced based on timesheets, supplier bills, work orders, etc.

Analytic Distribution

Allocate single accounting entry into multiple analytic accounts by using analytics tags and flexible distribution.

Multiple-Plans

With Odoo, manage various analytic plans with default values and ratios between cost accounts or projects.

 

Analytic Report

Get distinct reports on your analytic accounts with hierarchy and subtotals.

SUBSCRIPTIONS

Automatic Invoicing

Manage subscription and regular revenues easily with agreements. Automate repetitive invoices, payments and renewal alerts.

Renewal Alerts

Your salesperson gets pre-set alerts when contracts have to be renewed.

Customer Portal

Odoo ERP lets your customers change their plans, order upgrades or downgrade / unsubscribe through the customer portal.

Recurring Revenues & Extra Fee

Control several subscription plans, templates and extra fees.

ASSETS & REVENUES

Assets Management

Track assets and create depreciation entries automatically. Manage all happenings on your assets easily on Odoo.

Revenue Recognition

Manage multi-year contracts, automate overdue revenues and get clear dashboards on your recurring revenues.

Budgets

Track your financial plan and compare actual performance with different budget. Manage budgets on Odoo.

CONNECT

Web-Service API

Connect third party applications with the Odoo web service API. Odoo supports all languages.

Google Spreadsheet Integration

Connect Google spreadsheet to Odoo to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very beneficial for budgets, commission plans, etc.

Flexible Import-Export

Use the built-in import-export tool to mass import or export

Tax Cloud Integration

Apply the exact tax rates based on U.S. Zip codes and product category.

INTEGRATIONS

Sales

Accounting integration exchanges data between the systems that help you manage your sales processes. Your customer invoices are created automatically from your sales order, tasks or delivery orders.

E-commerce

This integration enables the flow of information bidirectional between the two systems which means that the data only needs to be entered once into the system. All your ecommerce transactions are reported automatically in your accounts by Odoo.

Customer Portal

The portal lets your customers view and update their account details. They get this access in Odoo ERP where they can download invoices, check order status, track payments, etc.