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policies and procedures manual-accounting&financial control.

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  • 5,751 Students
  • Updated 8/2025
4.7
(38 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
13 Hour(s) 28 Minute(s)
Language
English
Taught by
Masters Academy
Rating
4.7
(38 Ratings)

Course Overview

policies and procedures manual-accounting&financial control.

Bridge the Gap Between Accounting Principles and Odoo ERP Mastery,Transform Your Financial Management with Odoo 18

Mastering Odoo 18 Accounting: From Chart of Accounts to Advanced Reporting

Unlock the Full Potential of Odoo Accounting and Financial Control

This comprehensive course is designed to help accountants, finance managers, ERP consultants, and business owners gain full mastery over Odoo 18 Accounting. From understanding the fundamentals of the chart of accounts and journal entries to handling multi-currency transactions, financial reporting, budgeting, and automated asset management, this program covers everything you need to know.

The course is structured to provide a step-by-step learning path, ensuring that beginners can start with the basics, while advanced learners can refine their expertise in reporting, reconciliation, and financial control. It also includes coverage of Odoo 17 accounting fundamentals, giving learners a strong foundation and context for upgrades and transitions.

By completing this course, you will gain the skills to confidently configure, manage, and optimize accounting processes in Odoo—empowering your organization with transparency, compliance, and efficiency.

Who This Course Is For

  • Accountants and financial professionals looking to integrate Odoo into their daily workflows

  • ERP consultants and Odoo implementers seeking to expand their functional expertise

  • Business owners and managers who want to streamline financial operations

  • Students and career changers aiming to build a career in ERP and accounting systems

  • Organizations implementing Odoo and in need of structured accounting training

Why You Should Join This Course

  • Learn practical, hands-on Odoo accounting skills with real-world use cases

  • Build a solid foundation in accounting logic before moving to advanced Odoo functionalities

  • Gain expertise in financial control, compliance, and reporting through Odoo

  • Understand how to configure and customize Odoo for your business needs

  • Stay ahead with coverage of both Odoo 17 and Odoo 18, preparing you for upgrades and multiple environments

Course Content

Section 1: Odoo 18 Accounting Essentials

  • Odoo 18 Accounting Basics: Chart of Accounts, Taxes, Journals & Payments

  • Advanced Odoo 18 Accounting: Multi-Currency, Ledgers & Reporting

  • Odoo 18 Accounting: Budgeting, Deferred Entries & WIP Accounts

  • Master Odoo 18 Accounting: Invoicing, Payments, Revenue & Reconciliation

  • Configuring Odoo 18 Accounting: Balances, Budgets, Transfers & Multi-Company

  • Mastering Odoo 18 Accounting: User Rights, Reports & Automated Assets

Section 2: Odoo 17 Accounting Fundamentals

  • Odoo 17 Accounting Basics: Accounts, Journals, Reports, Localizations & Setup

  • Types Of Accounting: Introduction To Odoo Accounting | Odoo 17 Accounting

  • The Different Odoo Accounting Jobs and Their Roles Within a Company

  • Odoo Chart of Accounts & Account Types

  • The Debit_Credit Concept

  • Basic Journal Entries in Odoo 17

  • Financial Reports and the Impact of Journal Entries

  • All About Odoo Localizations

  • Basic Setup to Get Your Accounting Live – Journals

Section 3: Odoo Accounting Fundamentals & Logic

  • Odoo Accounting Fundamentals: Accounts, Journals, Reports, Logic & Setup

  • Types Of Accounting: Introduction To Odoo Accounting | Odoo Accounting

  • Chart of Accounts & Account Types [ACCOUNTING 107]

  • The Debit_Credit Concept Explained

  • Journal Entries and Their Impact on Financial Reports

  • Odoo Accounting Logic for Decision-Making

  • Odoo Localizations for Global Business Needs

  • Setting Up Chart of Accounts and Journals

Section 4: Complementary Odoo Business Applications

  • Odoo Sales Essentials: Quotations, Products, Pricelists, Loyalty & Delivery

  • Odoo 17 Purchase Management: RFQs, Orders, Reordering, Tenders & Supplier Bills

  • Odoo Manufacturing Essentials: MRP, BoMs, Work Orders & Work Center Setup

  • Odoo CRM Mastery: Leads, Opportunities, Sales Pipeline, Win/Loss & Team Management

Learning Outcomes

By the end of this course, you will:

  • Understand the full lifecycle of accounting in Odoo

  • Configure and manage chart of accounts, journals, and taxes

  • Automate invoicing, reconciliation, and asset management

  • Generate and analyze financial reports for better decision-making

  • Implement multi-currency, multi-company, and advanced financial controls

  • Integrate accounting with sales, purchases, manufacturing, and CRM modules for seamless business processes

Course Content

  • 10 section(s)
  • 68 lecture(s)
  • Section 1 Mastering Odoo 18 Accounting: From Chart of Accounts to Advanced Reporting
  • Section 2 Odoo 17 Accounting Basics: Accounts, Journals, Reports, Localizations & Setup
  • Section 3 Odoo Accounting Fundamentals: Accounts, Journals, Reports, Logic & Setup
  • Section 4 Odoo Sales Essentials: Quotations, Products, Pricelists, Loyalty & Delivery
  • Section 5 Odoo 17 Purchase Management: RFQs, Orders, Reordering, Tenders & Supplier Bills
  • Section 6 Odoo Manufacturing Essentials: MRP, BoMs, Work Orders & Work Center Setup
  • Section 7 Manufacturing Basics_Odoo 17 MRP
  • Section 8 Odoo CRM Mastery: Leads, Opportunities, Sales Pipeline, Win/Loss & Team
  • Section 9 Strategic articles
  • Section 10 accounting & financial Exam

What You’ll Learn

  • Types Of Accounting : Introduction To Odoo Accounting | Odoo 16 & 17 &18 Accounting
  • The different odoo accounting jobs and their roles within a company
  • Odoo Chart of Accounts & Account Types‎
  • Odoo The debit_credit concept
  • ‎ Odoo The basic journal entries
  • Accounting policies and procedures: a 2025 guide, with template and examples
  • Odoo The financial reports and the impact of journal entries on them
  • Odoo The accounting logic
  • All about Odoo localizations
  • Odoo Basic set up to get your accounting live - Chart of Accounts
  • Basic setup to get your accounting live - Journals
  • Professionally showcase your products and services
  • Sales Basics and Your First Quotation
  • Product Variants Set-Up
  • Product Variants Applying & Customizing
  • Online Quotations
  • Coupons & Loyalty programs
  • Setting Delivery Prices
  • Setting Delivery Lead Times
  • Expand your sales with dropshipping
  • Set Pricelists_Multiple Prices per Product
  • Automate operations and focus on customer relationships and revenue & more
  • Purchase Basics and Your First Request for Quotation
  • What Is Purchase Order Lead Time? Definition and How It Works
  • Reordering Rule and Replenishment in Odoo 17 Inventory
  • How to create Call for Tender in Odoo 17 ?‎
  • Use blanket orders to create purchase agreements with vendors
  • How to control supplier bills in Odoo 17 Purchase
  • Inventory Control Systems in Odoo 17 Purchase
  • The Manufacturing Process: ‎Steps & Types
  • MRP Basics and Your First ‎Manufacturing Order
  • Understanding and Using Bill of ‎Materials in Odoo
  • Manage work orders using work ‎centers
  • How to Set Up Work Center ‎Mechanism in Odoo ‎Manufacturing
  • Create Your Own Advanced ‎BoMs& Routings
  • How to distribute workload ‎among multiple work centers?‎
  • Product Lifecycle Management ‎‎(PLM) ‎
  • Quality Control in Manufacturing: Using Data to Improve Your Quality
  • measure the effectiveness and ‎performance of manufacturing ‎processes
  • How To Ensure Proper ‎Maintenance Of Your ‎Manufacturing Equipment
  • Understanding Manufacturing ‎Production and Its Different ‎Types
  • How to Manage Scrap Orders ‎Using Odoo 17 Manufacturing
  • Sell a Set of Products As a Kit With ‎Odoo 17 Manufacturing
  • Odoo CRM - Keep opportunities within view
  • How To Leverage Your CRM for Better Sales Pipeline Analysis
  • Win/Loss Analysis and Optimization: How To Get It Right ‎
  • How to Manage a Sales Team & Team Members in Odoo CRM ‎
  • ODOO CRM/How to use leads/opportunities
  • Odoo CRM ODOO CRM/Generate leads/opportunities ‎
  • What is lead enrichment? And how can automation elevate your lead enrichment pro
  • Leads. Opportunities. Quotes. | Odoo CRM Software ‎
  • Assign leads with predictive lead scoring – Odoo


Reviews

  • N
    Niharika Goyal
    5.0

    AMAZING

  • V
    Valentina González
    5.0

    I have the best accounting course. I have a job with ecommerce. It is great

  • A
    Avishek Mandal
    4.5

    nice

  • D
    Deepak Yadav
    4.0

    B

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