Accounting and Invoicing - Odoo

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Financial reports

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://youtu.be/y1-jDIwahyE In this video, learn how to navigate financial reports and create financial budgets in Odoo. Need more information about Odoo apps? https://www.odoo.com/r/cfi Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com/r/kASR

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1. Which two main sections are displayed when you open the "Balance Sheet" report in Odoo?

Revenue and Expenses. Assets and Liability & Equity. Customer Invoices and Vendor Bills.

2. What happens to the yearly budget amount if you manually update the budget for a single month (e.g., March)?

Odoo ignores the change until the end of the fiscal year. The yearly budget amount is automatically updated to reflect the change made to that specific month. Odoo creates a separate "Penalty" entry because the original budget was not respected.

3. How can you save an accounting report to Odoo's "Documents" app for later reference?

By taking a screenshot and uploading it manually to the chatter. By writing the total amount on a physical piece of paper and filing it. By clicking on the gear icon and selecting "Copy to documents".

Accounting and Invoicing - Odoo

Financial reports

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