{"id":22692,"date":"2023-11-03T05:09:59","date_gmt":"2023-11-03T05:09:59","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=22692"},"modified":"2024-01-24T11:43:35","modified_gmt":"2024-01-24T11:43:35","slug":"odoo-accounting","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/odoo-product\/odoo-accounting\/","title":{"rendered":"Odoo Accounting"},"content":{"rendered":"

[vc_row kd_background_image_position=”vc_row-bg-position-top”][vc_column][vc_column_text]<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
S.No<\/strong><\/td>\nMaster Checklist<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
1<\/td>\nSetup Company<\/td>\nTo setup company master and with related contact and statutory information such as Phone, Email, PAN, GSTIN etc<\/td>\n<\/tr>\n
2<\/td>\nSetup Chart of Account<\/td>\nTo setup Chart of account with appropriate ledger code defined with respect to each accounting group\/subgroups<\/td>\n<\/tr>\n
3<\/td>\nFiscal Position<\/td>\nTo configure Fiscal position to change the GST Taxes dynamically according to geography (State wise)<\/td>\n<\/tr>\n
4<\/td>\nSetup Account Group<\/td>\nTo configure Account groups which helps to set the accounting hierarchy and show the accounting data in TB, Balance sheet and Profit & Loss report with respect to each groups & sub groups<\/td>\n<\/tr>\n
5<\/td>\nSetup Payment Term<\/td>\nTo configure payment terms agreed with customer and vendor.<\/td>\n<\/tr>\n
6<\/td>\nSetup Taxes<\/td>\nTo configure the List of Taxes applicable for the sales\/purchase. This includes all GST taxes, Cess, TDS and TCS<\/td>\n<\/tr>\n
7<\/td>\nBank Account<\/td>\nTo configure List of Banks and their bank account details. This includes Company Bank Account, Customer and Vendor Bank Accounts<\/td>\n<\/tr>\n
8<\/td>\nJournals<\/td>\nTo configure Journal for Each Company Bank account to enable that for Payment \/ Receipts<\/td>\n<\/tr>\n
9<\/td>\nProduct Categories<\/td>\nTo configure Product Categories which will be used to categorize the product and associate the product ledgers using which account posting will be done<\/td>\n<\/tr>\n
10<\/td>\nProduct<\/td>\nTo configure Product which includes storable\/Service\/consumables to be used for Transactions<\/td>\n<\/tr>\n
11<\/td>\nCustomer<\/td>\nTo configure all customers used for transaction<\/td>\n<\/tr>\n
12<\/td>\nVendor<\/td>\nTo configure all vendors used for transaction<\/td>\n<\/tr>\n
13<\/td>\nCurrencies<\/td>\nTo enable required Currencies which are available in System<\/td>\n<\/tr>\n
14<\/td>\nSales Team<\/td>\nTo configure sales team who involves of sales and map them to Sales order\/Subscriptions<\/td>\n<\/tr>\n
15<\/td>\nEInvoice Credentials<\/td>\nTo configure EInvoice Access credentials to connect EInvoice Portal and submit eInvoice<\/td>\n<\/tr>\n
16<\/td>\nLedger Opening Balance<\/td>\nLedger Opening Balance for a specific period and set it as Opening Balance in Odoo system for Go Live<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row kd_background_image_position=”vc_row-bg-position-top”][vc_column][vc_column_text] S.No Master Checklist Description 1 Setup Company To setup company master and with related contact and statutory information […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[344],"tags":[],"class_list":["post-22692","post","type-post","status-publish","format-standard","hentry","category-odoo-product"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/22692","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=22692"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/22692\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=22692"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=22692"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=22692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}