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We are beginners in Odoo, and we looking for someone to Explain and Provide Basic Training in setting up Odoo ACCOUNTING for our small organization.

Our Instance is **Odoo 14 Community Version** - with Accounting Enabled.

In particular, I am looking for the best practice Training to setup:

What is needed:

- Setup Accounts the Correct Way: Cash, Bank, and Credit Cards.

- Manage Petty Cash: we hand petty cash to our employees, either separate or from the revenue collected in Cash. We need to be able to:

- Move Cash from Cashier -> to Petty Cash and Vice Versa

- See Total Petty Cash on Hand Per Person (Person A, and Person B)

- Manage Employees Expenses:

- We do pay employee expenses using Credit Cards, Bank Accounts, and Cash.

- We should be able to mark Expenses as paid from these accounts.

- We should see transactions made on these accounts marked as expenses

- Manage Company Budget:

- Already available in Odoo by default, but we need to set it up to include a basic budget.

- Invoices Reconciliation with Statements from Banks and Credit Cards

- Match invoices with Statements

- Balance Bank Accounts:

- Do a monthly check to match the bank account balance with the balance available in Odoo

We have a strong technical background, and our Odoo instance is already up and running - what we do need is someone with strong Odoo business / techno-functional knowledge to help me set it up with the best practices

Thank you.

Kĩ năng: Kế toán, ERP, Odoo

About the Client:
( 0 nhận xét ) Doha, Qatar

ID dự án: #32750072

9 freelancer chào giá trung bình$34 cho công việc này

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