{"id":25180,"date":"2025-07-30T08:53:36","date_gmt":"2025-07-30T08:53:36","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?post_type=solutions&#038;p=25180"},"modified":"2025-09-27T11:14:13","modified_gmt":"2025-09-27T11:14:13","slug":"odoo-revenue-recognition","status":"publish","type":"solutions","link":"https:\/\/tenthplanet.in\/odoo\/solutions\/odoo-revenue-recognition\/","title":{"rendered":"Odoo Revenue Recognition"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1691574725591{padding-top: 50px !important;padding-bottom: 50px !important;background-color: #f5f5f5 !important;}&#8221;][vc_column][vc_row_inner full_width=&#8221;inner_row_contained&#8221; content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1673334425114{padding-right: 30px !important;padding-left: 0px !important;}&#8221; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-2&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334425115{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334425117{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334425118{padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title kd-animated fadeIn   vc_custom_1753866109247\" data-animation-delay=200><h1 class=\"separator_off\" style=\"font-size: 36px;line-height: 48px;margin-bottom:30px;\">Odoo Recurring Revenue Recognition<\/h1><h6 class=\"subtitle\" style=\"color: #7a7d8c;\">The Odoo UBR (Unbilled Revenue) process streamlines revenue recognition by automating job intake, service-based billing, and financial reporting.<\/h6><\/header><a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color  btn-align-left button-action-link   kd-animated zoomIn\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][vc_column_inner css=&#8221;.vc_custom_1673334466089{padding-right: 0px !important;padding-left: 100px !important;}&#8221; offset=&#8221;vc_col-lg-6 vc_col-md-6&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334466090{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334466091{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334466092{padding-top: 50px !important;padding-right: 15px !important;padding-left: 15px !important;}&#8221;][vc_single_image image=&#8221;25182&#8243; img_size=&#8221;full&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog&#8221; css=&#8221;.vc_custom_1677066492413{padding-top: 50px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog-boxes&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Sales Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Streamlines the entire sales process<\/h4>\n<ul>\n<li>Sale order status Tracking<\/li>\n<li>Manage customer details<\/li>\n<li>Manage revenue recognition details<\/li>\n<li>Manage service details<\/li>\n<li>Manage chapter details<\/li>\n<li>Manage order lines<\/li>\n<li>Manage product and price-related details<\/li>\n<li>Manage discount details<\/li>\n<li>Manage tax details<\/li>\n<li>Manage other information<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Project Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Manage tasks, timelines, and team<\/h4>\n<ul>\n<li>Manage project manager details<\/li>\n<li>View and link sale order details<\/li>\n<li>Define project description and planned dates<\/li>\n<li>Control project visibility<\/li>\n<li>Manage tasks and subtasks<\/li>\n<li>Track sales and invoicing details<\/li>\n<li>Assign and manage project tags<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Tasks Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Create, assign, and track tasks<\/h4>\n<ul>\n<li>Manage project details<\/li>\n<li>Manage customer details<\/li>\n<li>Manage service details<\/li>\n<li>Manage sub task details<\/li>\n<li>View and link sale order details<\/li>\n<li>Track task details and progress<\/li>\n<li>Monitor task status<\/li>\n<li>Assign tasks to team members<\/li>\n<li>Set and manage task priorities<\/li>\n<li>Manage service dispatched details<\/li>\n<li>Manage service estimates (estimated pages, MS pages, typeset pages)<\/li>\n<li>Handle service completion management<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Available APIs<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Billing and invoice management<\/h4>\n<ul>\n<li>Capture invoice details<\/li>\n<li>Handle partial article related service billing<\/li>\n<li>Handle final article related service billing<\/li>\n<li>Inactive Billing service records<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Partial Queue Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Handles articles in billing queues<\/h4>\n<ul>\n<li>Manage article details for partial or final invoice queues<\/li>\n<li>Manager approval to accept or reject articles ready for billing<\/li>\n<li>Accepted and rejected details sent to another endpoint<\/li>\n<li>Multiple articles can be billed based on customer and country<\/li>\n<li>Multiple journals can be generated for invoicing<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Final Queue Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Managing articles in the final invoice queue<\/h4>\n<ul>\n<li>Manage multiple article details for final invoice queues<\/li>\n<li>Manager approval to accept or reject articles ready for billing<\/li>\n<li>Accepted and rejected details sent to another endpoint<\/li>\n<li>Multiple issue can be billed based on customer and country<\/li>\n<li>Multiple journals can be generated for invoicing<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Inactive Billing Records Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Applying states rules to articles<\/h4>\n<ul>\n<li>Inactive billing record rules applied based on states (e.g., copy-editing, first proof, revisions)<\/li>\n<li>Manage multiple article details for final invoice queues<\/li>\n<li>Manager approval to accept or reject articles ready for billing<\/li>\n<li>Accepted and rejected details sent to another endpoint<\/li>\n<li>Multiple issues can be billed based on customer and country<\/li>\n<li>Multiple journals can be generated for invoicing<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Invoice Management<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<ul>\n<li>Manage invoice articles<\/li>\n<li>Track invoices<\/li>\n<li>Cancel and regenerate the same article in the invoice<\/li>\n<li>Invoice PDF and XLSX reports available with invoice and annexure details<\/li>\n<li>Invoiced values will update the respective articles in the sales order<\/li>\n<li>Lock the sales order job<\/li>\n<li>Generate unbilled report and UNR consolidation report in XLSX format<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Masters Configuartion<\/h3><\/header>[vc_column_text css=&#8221;&#8221; el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Essential setup features for managing core business processes.<\/h4>\n<ul>\n<li>User Management<\/li>\n<li>Customer Management<\/li>\n<li>Service Product Management<\/li>\n<li>Revenue Recognition Rule Management<\/li>\n<li>Delivery Unit Management<\/li>\n<li>Sales Team Management<\/li>\n<li>API Log Tracking<\/li>\n<li>Multiple Currencies<\/li>\n<li>Inactive Billing<\/li>\n<li>Invoice Print Configuration and Annexure Configuration<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1677068321980{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #efefef !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title kd-animated fadeIn   vc_custom_1753866176138\" data-animation-delay=200><h2 class=\"separator_off\" style=\"font-weight: 400;\">Automated Revenue Recognition and Unbilled Revenue Management in Odoo<\/h2><\/header>[vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1600779077245{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1600779077246{padding-right: 5px !important;}&#8221; offset=&#8221;vc_col-xs-6&#8243; css_mobile=&#8221;.vc_custom_1600779077246{margin-left: -18px !important;padding-left: 0px !important;}&#8221;]<a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color hover_solid_primary button-center button-action-link   kd-animated zoomIn add-margin-right\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>The Odoo UBR (Unbilled Revenue) process streamlines revenue recognition by automating job intake, service-based billing, and financial reporting.<\/p>\n","protected":false},"featured_media":31632,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false},"categories":[],"tags":[],"industry":[376],"class_list":["post-25180","solutions","type-solutions","status-publish","format-standard","has-post-thumbnail","hentry","industry-odoo-revenue-recognition"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/solutions\/25180","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/solutions"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/solutions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media\/31632"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25180"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/industry?post=25180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}