documentation/accounting/overview/getting_started/setup.rst

37 lines
1.2 KiB
ReStructuredText
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

=============================
How to setup Odoo Accounting?
=============================
The Odoo Accounting application has an implementation guide that you
should follow to configure it. Its a step-by-step wizard with links to
the different screens you will need.
Once you have `installed the Accounting
application <https://www.odoo.com/apps/modules/online/account_accountant/>`__,
you should click on the top-right progressbar to get access to the
implementation guide.
.. image:: ./media/setup01.png
:align: center
The implementation guide will help you through the following steps:
1. Completing your company settings
2. Entering in your bank accounts
3. Selecting your chart of accounts
4. Confirming your usual tax rates
5. Setting up any foreign currencies
6. Importing your customers
7. Importing your suppliers
8. Importing your products
9. Importing your outstanding transactions
10. Importing your starting balances
11. Define the users for accounting
.. image:: ./media/setup02.png
:align: center
Once a step is done, you can click on the "Mark as Done" button, in the
bottom of the screen. That way, you can track the progress of your
overall configuration of Odoo.