199 lines
6.8 KiB
Markdown
199 lines
6.8 KiB
Markdown
---
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show-content: true
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---
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# Get started
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When you first open your Odoo Accounting app, the {guilabel}`Accounting Dashboard` welcomes you with
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a step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is
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displayed until you choose to close it.
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The settings visible in the onboarding banner can still be modified later by going to
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{menuselection}`Accounting --> Configuration --> Settings`.
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:::{note}
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Odoo Accounting automatically installs the appropriate **Fiscal Localization Package** for your
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company, according to the country selected at the creation of the database. This way, the right
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accounts, reports, and taxes are ready-to-go. {ref}`Click here <fiscal_localizations/packages>`
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for more information about Fiscal Localization Packages.
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:::
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## Accounting onboarding banner
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The step-by-step Accounting onboarding banner is composed of four steps:
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```{image} get_started/accounting-onboarding-banner.png
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:alt: Step-by-step onboarding banner in Odoo Accounting
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```
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1. {ref}`accounting-setup-periods`
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2. {ref}`accounting-setup-bank`
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3. {ref}`accounting-setup-taxes`
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4. {ref}`accounting-setup-chart`
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(accounting-setup-periods)=
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### Accounting Periods
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Define the **Fiscal Years**’ opening and closing dates, which are used to generate reports
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automatically, and set your **Tax Return Periodicity**, along with a reminder to never miss a tax
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return deadline.
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By default, the opening date is set on the 1st of January and the closing date on the 31st of
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December, as this is the most common use.
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:::{note}
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You can also change these settings by going to {menuselection}`Accounting --> Configuration -->
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Settings --> Fiscal Periods` and updating the values.
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:::
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(accounting-setup-bank)=
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### Bank Account
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Connect your bank account to your database and have your bank statements synced automatically. To do
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so, find your bank in the list, click {guilabel}`Connect`, and follow the instructions on-screen.
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:::{note}
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{doc}`Click here <bank/bank_synchronization>` for more information about this feature.
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:::
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If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
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your database, you can also configure your bank account manually by typing its name, clicking
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{guilabel}`Create your Bank Account`, and filling out the form.
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- {guilabel}`Name`: the bank account's name, as displayed in Odoo.
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- {guilabel}`Account Number`: your bank account number (IBAN in Europe).
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- {guilabel}`Bank`: click {guilabel}`Create and edit` to configure the bank's details. Add the
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bank institution's {guilabel}`Name` and its {guilabel}`Identifier Code` (BIC or SWIFT).
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- {guilabel}`Code`: this code is your Journal's {guilabel}`Short Code`, as displayed in Odoo.
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By default, Odoo creates a new Journal with this short code.
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- {guilabel}`Journal`: This field is displayed if you have an existing bank journal that is not
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linked yet to a bank account. If so, then select the {guilabel}`Journal` you want to use to record
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the financial transactions linked to this bank account or create a new one by clicking
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{guilabel}`Create and Edit`.
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:::{note}
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- You can add as many bank accounts as needed with this tool by going to
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{menuselection}`Accounting --> Configuration --> Add a Bank Account`.
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- {doc}`Click here <bank>` for more information about Bank Accounts.
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:::
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(accounting-setup-taxes)=
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### Taxes
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This menu allows you to create new taxes, (de)activate, or modify existing taxes. Depending on the
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{doc}`localization package <../fiscal_localizations>` installed on your database, taxes required for
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your country are already configured.
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:::{note}
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{doc}`Click here <taxes>` for more information about taxes.
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:::
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(accounting-setup-chart)=
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### Chart of Accounts
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With this menu, you can add accounts to your **Chart of Accounts** and indicate their initial
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opening balances.
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Basic settings are displayed on this page to help you review your Chart of Accounts. To access all
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the settings of an account, click on the {guilabel}`Setup` button at the end of the line.
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```{image} get_started/setup_chart_of_accounts.png
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:alt: Setup of the Chart of Accounts and their opening balances in Odoo Accounting
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```
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:::{note}
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{doc}`Click here <get_started/chart_of_accounts>` for more information on how to configure your
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Chart of Accounts.
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:::
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## Invoicing onboarding banner
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There is another step-by-step onboarding banner that helps you take advantage of your Odoo Invoicing
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and Accounting apps. The Invoicing onboarding banner is the one that welcomes you if you use the
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Invoicing app rather than the Accounting app.
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If you have Odoo Accounting installed on your database, you can reach it by going to
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{menuselection}`Accounting --> Customers --> Invoices`.
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The Invoicing onboarding banner consists of four main steps:
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```{image} get_started/invoicing-onboarding-banner.png
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:alt: Step-by-step onboarding banner in Odoo Invoicing
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```
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1. {ref}`invoicing-setup-company`
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2. {ref}`invoicing-setup-layout`
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3. {ref}`invoicing-setup-invoice`
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4. {ref}`invoicing-setup-payments`
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(invoicing-setup-company)=
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### Company Data
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Add your company’s details, such as the name, address, logo, website, phone number, email address,
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and Tax ID or VAT number. These details are then displayed on your documents, such as invoices.
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:::{note}
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You can also change the company's details by going to {menuselection}`Settings --> General
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Settings`, scrolling down to the {guilabel}`Companies` section, and {guilabel}`Update Info`.
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:::
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(invoicing-setup-layout)=
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### Documents Layout
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Customize the {ref}`default invoice layout <studio/pdf-reports/default-layout>`.
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:::{note}
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You can also change the invoice layout by going to {menuselection}`Settings --> General
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Settings`, scrolling down to the {guilabel}`Companies` section, and clicking {guilabel}`Configure
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Document Layout`.
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:::
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(invoicing-setup-invoice)=
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### Create Invoice
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Create your first invoice.
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:::{tip}
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Add your **bank account number** and a link to your **General Terms & Condition** in the footer.
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This way, your contacts can find the full content of your GT&C online without having to print
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them on the invoices you issue.
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:::
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(invoicing-setup-payments)=
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### Online Payments
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Get started with Stripe and enable secure integrated credit and debit card payments within Odoo.
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:::{tip}
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To use other payment providers, go to
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{guilabel}`Invoicing --> Configuration --> Payment Providers` and
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{doc}`enable the desired providers <../payment_providers>`.
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:::
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:::{seealso}
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- {doc}`bank`
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- {doc}`get_started/chart_of_accounts`
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- {doc}`bank/bank_synchronization`
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- {doc}`../fiscal_localizations`
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- [Odoo Tutorials: Accounting and Invoicing - Getting started [video]](https://www.odoo.com/slides/slide/getting-started-1692)
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:::
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```{toctree}
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:titlesonly: true
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get_started/cheat_sheet
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get_started/chart_of_accounts
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get_started/multi_currency
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get_started/avg_price_valuation
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get_started/tax_units
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```
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