Odoo > solutions > Odoo Revenue Recognition

Odoo Recurring Revenue Recognition

The Odoo UBR (Unbilled Revenue) process streamlines revenue recognition by automating job intake, service-based billing, and financial reporting.
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Revenue-Recognition-Solution

Sales Management

Streamlines the entire sales process

  • Sale order status Tracking
  • Manage customer details
  • Manage revenue recognition details
  • Manage service details
  • Manage chapter details
  • Manage order lines
  • Manage product and price-related details
  • Manage discount details
  • Manage tax details
  • Manage other information

Project Management

Manage tasks, timelines, and team

  • Manage project manager details
  • View and link sale order details
  • Define project description and planned dates
  • Control project visibility
  • Manage tasks and subtasks
  • Track sales and invoicing details
  • Assign and manage project tags

Tasks Management

Create, assign, and track tasks

  • Manage project details
  • Manage customer details
  • Manage service details
  • Manage sub task details
  • View and link sale order details
  • Track task details and progress
  • Monitor task status
  • Assign tasks to team members
  • Set and manage task priorities
  • Manage service dispatched details
  • Manage service estimates (estimated pages, MS pages, typeset pages)
  • Handle service completion management

Available APIs

Billing and invoice management

  • Capture invoice details
  • Handle partial article related service billing
  • Handle final article related service billing
  • Inactive Billing service records

Partial Queue Management

Handles articles in billing queues

  • Manage article details for partial or final invoice queues
  • Manager approval to accept or reject articles ready for billing
  • Accepted and rejected details sent to another endpoint
  • Multiple articles can be billed based on customer and country
  • Multiple journals can be generated for invoicing

Final Queue Management

Managing articles in the final invoice queue

  • Manage multiple article details for final invoice queues
  • Manager approval to accept or reject articles ready for billing
  • Accepted and rejected details sent to another endpoint
  • Multiple issue can be billed based on customer and country
  • Multiple journals can be generated for invoicing

Inactive Billing Records Management

Applying states rules to articles

  • Inactive billing record rules applied based on states (e.g., copy-editing, first proof, revisions)
  • Manage multiple article details for final invoice queues
  • Manager approval to accept or reject articles ready for billing
  • Accepted and rejected details sent to another endpoint
  • Multiple issues can be billed based on customer and country
  • Multiple journals can be generated for invoicing

Invoice Management

  • Manage invoice articles
  • Track invoices
  • Cancel and regenerate the same article in the invoice
  • Invoice PDF and XLSX reports available with invoice and annexure details
  • Invoiced values will update the respective articles in the sales order
  • Lock the sales order job
  • Generate unbilled report and UNR consolidation report in XLSX format

Masters Configuartion

Essential setup features for managing core business processes.

  • User Management
  • Customer Management
  • Service Product Management
  • Revenue Recognition Rule Management
  • Delivery Unit Management
  • Sales Team Management
  • API Log Tracking
  • Multiple Currencies
  • Inactive Billing
  • Invoice Print Configuration and Annexure Configuration

Automated Revenue Recognition and Unbilled Revenue Management in Odoo

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