Odoo Online Accounting Course Outline

Odoo Online Accounting Course Outline

✅ Module 1: Introduction to Odoo Accounting

• What is Odoo? Overview of ERP & Accounting Module

• Key Features of Odoo Accounting (Cloud-based benefits)

• Understanding the Odoo Interface (Dashboard, Menus, Search)

• Installing and Configuring the Accounting Module

✅ Module 2: Initial Setup & Configuration

• Company Information Setup (Logo, Address, Currency)

• Setting up Chart of Accounts (CoA)

• Fiscal Years & Periods Configuration

• Enabling Multi-Currency & Multi-Company Options

• Tax Setup (VAT, Sales Tax, GST based on country)

✅ Module 3: Chart of Accounts & Journals

• Creating & Customizing Accounts

• Understanding Journal Types (Sales, Purchase, Bank, Cash, Miscellaneous)

• Journal Entries (Manual)

• Managing Account Groups & Tags

✅ Module 4: Customer Management & Accounts Receivable

• Creating & Managing Customer Records

• Creating & Sending Customer Invoices

• Customer Payments & Payment Matching

• Credit Notes & Refunds

• Aged Receivable Reporting

✅ Module 5: Vendor Management & Accounts Payable

• Creating & Managing Vendor Records

• Vendor Bills & Purchase Invoices

• Vendor Payments & Batch Payments

• Handling Vendor Credit Notes

• Aged Payables Reporting

✅ Module 6: Banking & Cash Management

• Connecting Bank Accounts (Bank Feeds)

• Importing Bank Statements

• Reconciling Bank Transactions

• Managing Cash Transactions & Petty Cash

✅ Module 7: Taxes & Compliance

• Tax Configuration (Sales Tax, VAT, GST)

• Tax Reporting (Tax Audit, Tax Summary)

• Withholding Tax (if applicable)

• Tax Adjustments & Year-End Processing

✅ Module 8: Inventory & Accounting Integration

• Linking Inventory with Accounting

• Valuation Methods (Standard Price, FIFO, AVCO)

• Recording Stock Movements in Accounting

• Inventory Adjustments & Costing Reports

✅ Module 9: Payroll & HR Integration (Optional Module)

• Setting up Payroll Journals (if HR Module installed)

• Payroll Entries & Accounting

• Employee Expense Reimbursements

✅ Module 10: Reporting & Financial Statements

• Generating Balance Sheet & Profit & Loss Statements

• Customizing Reports in Odoo

• Aged Payables & Receivables Reports

• Budgeting & Forecasting in Odoo

✅ Module 11: Advanced Features

• Multi-Currency Transactions

• Multi-Company Consolidation

• Automating Recurring Entries (Subscription/Lease Accounting)

• Configuring Analytic Accounts & Tags for Costing

✅ Module 12: Final Project & Assessment

• Full Practice Project (Company Setup → Transactions → Reporting)

• Hands-on Tasks: Invoice to Payment Cycle, Bank Reconciliation, Tax Filing

• Final Assessment & Certification (Optional)