Maximize the use of Odoo ERP by automating your accounting with Odoo accounting training
The functional training dedicated to the Odoo accounting application will allow you to manage the configuration of the Odoo accounting application and automate your accounting flows.
The training Odoo is done by an accountant trained on Odoo accounting for accountants and non-accountants.
The trainer knows the management and flow issues of your company and how Odoo works. Odoo is a powerful ERP but requires users to change their processes and organizations. Trust the solution professionals.
Why choose We Doo Accounting ?

Custom functional trainings
We adapt the Odoo training according to your activity (B2B, B2C, e-commerce, services, production, etc.) and users (accountants, non-accountants, company managers, etc.)

The experience of our trainers
They are trained in Odoo accounting but have knowledge of all functional applications of Odoo and their interactions with other applications (Sales, Purchases, Inventory…)

A Odoo training done by accountants
The functional Odoo training is done by accountants for accountants or for people wishing to keep their accounts on Odoo. Our teaching, coupled with the simplified use of Odoo accountant, allows us to popularize accounting, but our trainers can also exchange on technical accounting subjects.
Functional training plan
General settings of Accounting app
Taxes : cash register accounting, country taxation
Currencies
Customer payments :
- Invoices payment in line, payment discount to group payments in one single operation to simplify reconciliation processes
- Activate customers debit with SEPA Direct Debit (SDD) allowing to debit customers
- QR codes : add QR-codes to invoices
Vendors payments :
- Payments by checks
- Direct debit payments
Bank and cash :
- Record journal entries between banks
- Import bank statements with OFX and/or CSV files
- Automatically import bank statements with a charged solution Ponto or with a free solution
Analytic management
- Activate analytic management to follow expenses and incomes of your projects, your departments, your products,…
- Activate budget management to create and follow your budget
- Activate analytic tags
- Allow margin analysis
Chart of Accounts :
- Automatically Import your own chart of accounts
- Update the Chart of Accounts suggested by the accounting app of Odoo
- Duplicate, create or delete an accounting account
- Create vendors/customers with contact forms
- Autofill contact forms thanks to VAT number
- Needed fields of a contact form about accounting (purchase: payment conditions, payment method, fiscal information : fiscal position, Miscellaneous : reference, SIRET, industry, bank accounts, journal entries)
Tax report
Automatically generate your VAT declaration
Handle intra-community VAT with vendors fiscal positions
Handle EU Intra-community Distance Selling (B2C sell)
Optimize management of VAT deductible on collection
Create and handle fiscal positions by applying country taxes (B2C)
Impute revenue accounts in function of recipient countries
Journals
Duplicate, create or delete a journal
Mandatory information of a journal
« Suspense account » understanding
Bank statements synchronization
Payments configuration
Incoming and outgoing payments
Customers
Invoices
- Create, duplicate an invoice
- Different status (draft, posted, canceled)
- Notion of filter and personalized filters : add, delete, filters combination
- Payment states : in payment, partially paid, paid, not paid, reversed, late
- Invoice dates
- Create a refund
- Add a partial or full refund on an invoice
Refunds
Payment
- Payment methods
- Impact of paid invoice
Batch payments
- Payment methods (checks, cash,…)
Customer contacts
- Essential notions about customer form (SIRET, fiscal position, bank accounts, journal entries,…)
- Autofill contact forms thanks to VAT number
Customers configuration
Invoicing
- Payments conditions : create or duplicate payments conditions
- Modify description on invoice
- Compute time limit
Handle customer follow-up with automatic follow-up
- Create, duplicate or delete actions from automatic follow-up
- Send an e-mail, a SMS, activate automatic executions
- Parameter a standard message
- Attach open invoices
- Follow-up report
Advanced settings of customer dashboard
- Control of authorized account types
- Lock posted journal entries
- Activate electronic invoices (Factur-X)
- Collect invoices thanks to email alias
Accounting
General Ledger
- Control in the general Ledger the account assignment and reconciliation
- Reconcile accounts
- Select a journal entry to modify
- Create an asset
Partner Ledger
- Filters
- Posted entries only / include unposted entries
- To check
- Unreconciled entries
- Payable/ Receivable
- Personalized filters
- Partial reconciliation of vendors
- Vendor reconciliation
- Create un asset
Bank
Add a bank
Bank accounts synchronization (free or charged with Ponto)
- Login update
- Fetch Transactions update
- Accounts update
Create bank accounts
Attach a bank statement to control bank balance
Reconciliation models of bank statements
Bank reconciliation
Management
Automatic transfers
- Create automatic transfers
Fixed Assets
- Create, duplicate or delete an asset
- Mandatory fields in an asset form
- Depreciation method
- Fixed asset account, depreciation account, expense account
Deferred revenues
Deferred expenses
Closing date
Lock date by user type
All users lock date
Tax return lock date
Tips
Journal entries mass modification
Search and modify a journal entry
Handle several companies in Odoo
Cut-off entries from Purchase application
Management of exchange rates
Journal items export with number of journal entries in the invoice in case of control
Vendor
Vendor bill
- Create, duplicate a vendor bill
- Different status (draft, posted, canceled)
- Notion of filter and personalized filters : add, delete, filters combination
- Payment states : in payment, partially paid, paid, not paid, reversed, late
- Vendor bills dates
- Notion of activity
- Different upload mode of vendor bills (manual, email alias, Document application, Mobile app)
Credit note
- Create a credit note
- Add a partial or full refund on a vendor bill
Payment
- Payment methods
- Impact of paid bill
Batch payments
- Payment methods (checks, cash,…)
- SEPA direct debit
Post vendor bills
- OCR (Optical Character Recognition)
- Buy some OCR credits
- Notions needed for Odoo about vendor bill : Vendor bill invoice
- Autofill : attach a delivery order to the invoice
- Difference between invoicing date and bill date
- Due date
- VAT in journal entry
Advanced settings of vendors dashboard
- Default account payable
- Code
- Collect bills thanks to email alias
- Modify the alias