NEW ACCOUNTING FEATURES

with Odoo v9

Michel Vorsprach

Accounting News

from Odoo Experience 2015

On the Odoo Experience 2015 (01.-03. June 2015) has shown the next milestones for the new big release of Odoo. In this blogpost it will show you a overview of the changes in the Accounting Module of Odoo.

At the Keynote the CEO of Odoo Fabien Pickaers give a overview of the accounting new features.

The Odoo accounting team developed a lot of new interesting features which are shown in individual presentations and for the first time they were shown in live streaming.

Unfortunately, these videos are not available individually, but I will link with this blog post directly to the appropriate channels to ensure you can directly start these lectures. As every year the corresponding films were about the presentations also published.

new Dashboard

now on the dashboard you will a overview of various informations graph based on ja journal type.

  • Kanban view of journals
  • give shortcuts to the main features
  • allow to work in a context
  • simplified screens for the daily usage e.g. add a invoice and a bank statement od add a payment
Odoo text and image block
Odoo - Sample 1 for three columns

bank journal

Odoo - Sample 2 for three columns

sale journal

Odoo - Sample 3 for three columns

purchase journal

import bank
statements

now its possible to import the bank statements from different files formats (qfx, qif, coda, csv)

the import function ignore already imported lines and files

the first import automatic create a bank journal

.

automatic synchronisation

for US banks Odoo now supported 13 institutions among most used

after the configuration the synchronization is performed in certain time periods (e.g. every 4 hours), works via a cron job

SEPA credit transfer

now Odoo supports the SEPA bank accounts an the transfer via SEPA 

taxes

new option for specific taxes for a product or a product category

more features

reverse journal entries

match remaining invoices and payments

manage journals    

manage the chart of accounts

new reports

Odoo CMS - a big picture

With Odoo Version 9 the report module is completely revised. The html reports now will be build with a brand new engine.

Odoo image and text block

dynamic reports

now you can compare a report with an other reports from a different periods

  • compare with e.g. child company

  • compare different account types

FOOTNOTES AND SUMMARY


now you can add footnotes, a summary or annotations to your reports

Odoo text and image block
Odoo image and text block

new Export feature

now its easy to export every reports as a pdf or a excel sheet

example: 

use the report to navigate


e.g. open the Bank Statement or the Journal from a report e.g. the General Ledger

Odoo text and image block

conclusion

Odoo v8​ ​Odoo v9
  • fairly working
  • complex screens/ operations
  • Tendious reporting

A lot easier

  • new dashboard
  • enhanced usability
  • complex operations solved

New reporting engine

  • navigate through reports
  • export in .XLS and .XML
New tools
  • SEPA payments
  • batch deposit
  • reverse journal entry


overview of the accounting presentations 
 

  • Keynote: Odoo 9 New Features (SlidesVideo)

  • New v9 accounting: How to manage your day-to-day accounting (SlidesVideo)

  • Introduction to the Revenue Reconciliation Mechanism (SlidesVideo)

  • Odoo Accounting Memento  (SlidesVideo)

  • Manage payments using checks, deposit slips and SEPA  (SlidesVideo)

  • How to use the financial reports system to create a legal statement  (Slides)

  • How to use the reporting framework to create custom accounting reports (Slides)

  • How to adapt Odoo accounting to your own country (Slides)

  • The new Odoo 9 bank interface

  • how to adapt odoo accounting to your own country (Slides)