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STAY FOCUSED ON WHAT MATTERS
Access everything you need from your dashboard
Bank feeds synchronized automatically
Manage recurring invoices and easily track your cost
Your journals at your fingertips
Easy & customizable invoicing with online payment
Get paid faster
- Convenient customer portal to enable quick payments
- Automated follow-ups sent to collect late payments
- A multi-currency environment with an automated exchange rate to ease your international transactions
- Incoming and outgoing batch payments (SEPA Direct Debit, SEPA Credit Transfer, check, etc..)
- All main payment providers (Stripe, Authorize.net, Ogone, PayPal, Adyen, Alipay, and many more.
Time-saving tools to make your life easier
Intelligent Reconciliation Tool
Get automatic reconciliation propositions and register extra journal items on the fly.
Assets
Set up your assets models and never deal with your depreciation entries anymore.
AI-powered invoice digitization
Uses OCR and artificial intelligence technologies to encode automatically your business documents in your accounting.
Accruals
Automatically spread in multiple entries to reflect your deferred revenue and deferred expenses, created in draft mode and posted periodically.
WHEREVER YOU ARE, WE GOT YOU COVERED
Fiscal Localization packages
to match your country’s requirements.
With over 70 localization packages, Odoo Accounting is pre-configured specifically for your country’s requirements: charts of accounts, taxes, country-specific reports, electronic invoicing, audit files, and fiscal positions to automatically apply the right tax rates and accounts.
Your reports, the way you like them
Instant, generic, and dynamic reports
Annotate, export to xsl and see the detail of reports easily.
Compare your figures between periods
Choose the periods you want and quickly see the comparison.
Limitless reports, any time
To allow you to correctly manage your financial and legal statements.
Spreadsheets
Prepare, analyze and store your reports in spreadsheets, benefitting from data communication and management.
Compliant tax reports
Get government-compliant tax reports in either accrual or cash basis methods.
Access detailed data
Easily click on your your report lines and access key information quickly.
Monitor and analyze your figures to grow your business
Ease the analytic distribution on invoices and bills thanks to a dedicated custom widget
Structure your analytic accounts automatically based on projects, contracts, departments, etc.
Ease the analytic distribution on invoices and bills thanks to a dedicated custom widget
Use budgets to compare actual with expected revenues and costs
ACCOUNTING FOR FIDUCIARIES
INTEGRATES THE DOCUMENTS APP AND EASES YOUR LIFE
Designed for fiduciaries
- Effortless documents management
- Clear and detailed clients dashboard
- Collaborative system
- Unlimited amount of users
Online billing
easier than ever
Manage contracts, create recurring invoices,
bill timesheets, get paid faster.
Convert your quotes into
invoices with ease
Invoice automatically based on sales orders, delivery orders, contracts, or time and materials.
Easily create invoices based on the quotes you have sent to your clients.
Send professional-looking invoices directly to your customers with just one click.
Email them automatically as a PDF attachment or print and mail them.
get paid faster
Online payments and automated tracking.
Accept online payments with PayPal , Ingenico , Buckaroo , Stripe, Authorize.net, Atos Worldline or Adyen . Forget the hassle of sending reminders for late or pending payments. Automated follow-ups are very easy to set up and will help you streamline billing to get paid quickly and easily.
Analyze your sales
Access detailed data to get the big picture.
Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.
Online expense management
Easily manage your employees’ expenses
Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.
Save time on expense reports
All in the same place.
Managing the daily expenses of your employees has never been easier. Whether it’s travel expenses, office supplies, or any other expense concept, you’ll be able to access all receipts and charges in your Expense dashboard and create, validate, or reject them with just one click. No need to download any specialized software to keep track of expenses, you can do it all right through the app!
No more lost receipts
Upload all receipts directly to the expense register.
Employees can easily attach copies of their receipts directly to an expense record to avoid losing them. Add attachments on the go via any mobile device by taking a photo of the receipt and sending it to the designated email address. Save time and increase efficiency by keeping a clean and complete record of all expenses.
Manage expenses by team
Get a clear overview of team expenses.
Share the workload between departments
Involve everyone to save time.
EMPLOYEES
Draft expenses, add notes, and upload receipts to the expense register.
MANAGERS
Validate or reject expenses with a click. Add comments, edit records, or request additional information.
ACCOUNTANTS
Record company and employee expenses by adding them to the books and process payments and invoices.
Fully integrated with the other Odoo applications
Employees
Monitor employee records and easily maintain files and information for your teams.
Project
Manage project, team and file forecasts. Easily delegate tasks and monitor every step of the project.
Billing
Manage contracts, create recurring invoices, bill time sheets, and get paid faster.
Fleet
Keep track of company vehicles, mileage log, maintenance schedule, contracts and more with organized and clear fleet management.
Go the Extra Mile with Spreadsheets
Upskill your Business Intelligence practices.
Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.
Stay Ahead of the Game
Spreadsheets are one of the most widely used tools in any industry, and now you can take advantage of its numerous functionalities within Odoo.
Yeah, you read that correctly! Making projections, calculating commissions, and extra data analysis with real-time data are now one click away.
Make projections
Understand your financial situation and discover your profit potential.
Calculate commissions
Devise a strong business plan and enhance team performance.
Analyze data
Make well informed and efficient decisions.
Model & Manipulate your data
Insert your sales revenue, purchase, budgets, and subscription analysis and make historical, current, and predictive views of your numbers.
Keep your data up-to-date
A no-brainer! As new data is created within your apps, the spreadsheet continuously updates itself without having to export or worry about any integration!
Safe Bet : Highlight Information
With the conditional formatting option, you can effortlessly detect critical issues and identify patterns and trends. Easy!
Work with Killer Filtering Options
Add filters based on Date, Relations, or Text and always have up-to-date and customizable data, as different data can be quickly shown on the change of criteria. Powerful, right?!
Bring Data to Life: Graphs
Visual representations help us to understand data easier and quicker. They make large volumes of data, and sometimes complicated ones, properly represented and with authority and clarity. And, with Odoo Spreadsheet, all of that is possible with live and integrated data!
A Game Planner.
Fully integrated.
Empower your employees
Empower decision-making processes
Empower your company
Odoo Documents
Save time recording bills, scanning contracts, approving documents, and become a paperless company.
DMS Reinvented
Move to a paperless approach.
With Odoo Documents, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents such as vendor bills, tasks, and product sheets for manufacturing.
Streamline your workflow
Take advantage of a fully integrated approval, control, and validation process, with activities, chatter, and action rules to make sure everything gets done by the right person at the right time.
Email gateway
Using the email gateway, bills are created automatically from a scanned document or directly from your vendor’s email.
Collaborate with your team and clients
Assign documents to your colleagues, customers, or vendors. Share files and public folders with your clients, and let them import documents directly.
Seamless work with Sign
Don’t waste time printing and scanning documents that someone has to sign. Instead, assign them to the right person, get them e-signed, and have them sent directly back.
Process documents in batch
Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.
Integrated with Odoo Apps
Documents integrate with other Odoo Apps. Track versions of plans and worksheets with PLM, create your vendor bills in one click with the help of our AI in Accounting or create tasks from specific documents.
Sign Contracts
Find Information (e.g. missing Receipt)
Knowledge Management (find .EPS logo)
Vendor Bill
Hiring process
Sign Contracts
| Ask clients for contract information (address, names, …) | 2 min |
|---|---|
| Draft contracts with client info based on templates | 4 min |
| Send contracts to be signed by clients | 2 min |
| Received signed contracts & print them | 5 min |
| Find the CEO or a Manager to sign | 5 min |
| CEO/Manager interruption | 10 min |
| Scan signed contract by both parties | 5 min |
| Send contract to both parties | 1 min |
| Archive | 1 min |
| Tot: 33 min |
| Send template to the Client & the Manager | 1 min |
|---|---|
| The client enters their own data and signs | 0 sec |
| Manager signs electronically in one click | 1 min |
| Everyone gets a copy, document is indexed and stored | 0 sec |
| – | – |
| – | – |
| – | – |
| – | – |
| – | – |
| Tot: 2 min |
Find Information (e.g. missing Receipt)
| While recording a payment, the accountant is missing a receipt |
| |
|---|---|---|
| Send an email to ask for the receipt, set a todo for the follow-up | 4 min | |
| 2 weeks later, send a reminder to get the receipt | 2 min | |
| Received signed contracts & print them | 5 min | |
| Find the CEO or a Manager to sign | 5 min | |
| CEO/Manager interruption | 10 min | |
| Scan signed contract by both parties | 5 min | |
| Send contract to both parties | 1 min | |
| Archive | 1 min | |
| Tot: 33 min |
| Send template to the Client & the Manager | 1 min |
|---|---|
| The client enters their own data and signs | 0 sec |
| Manager signs electronically in one click | 1 min |
| Everyone gets a copy, document is indexed and stored | 0 sec |
| – | – |
| – | – |
| – | – |
| – | – |
| – | – |
| Tot: 2 min |
Knowledge Management (find .EPS logo)
| Ask clients for contract information (address, names, …) | 2 min |
|---|---|
| Draft contracts with client info based on templates | 4 min |
| Send contracts to be signed by clients | 2 min |
| Received signed contracts & print them | 5 min |
| Find the CEO or a Manager to sign | 5 min |
| CEO/Manager interruption | 10 min |
| Scan signed contract by both parties | 5 min |
| Send contract to both parties | 1 min |
| Archive | 1 min |
| Tot: 33 min |
| Send template to the Client & the Manager | 1 min |
|---|---|
| The client enters their own data and signs | 0 sec |
| Manager signs electronically in one click | 1 min |
| Everyone gets a copy, document is indexed and stored | 0 sec |
| – | – |
| – | – |
| – | – |
| – | – |
| – | – |
| Tot: 2 min |
Vendor Bill
| Ask clients for contract information (address, names, …) | 2 min |
|---|---|
| Draft contracts with client info based on templates | 4 min |
| Send contracts to be signed by clients | 2 min |
| Received signed contracts & print them | 5 min |
| Find the CEO or a Manager to sign | 5 min |
| CEO/Manager interruption | 10 min |
| Scan signed contract by both parties | 5 min |
| Send contract to both parties | 1 min |
| Archive | 1 min |
| Tot: 33 min |
| Send template to the Client & the Manager | 1 min |
|---|---|
| The client enters their own data and signs | 0 sec |
| Manager signs electronically in one click | 1 min |
| Everyone gets a copy, document is indexed and stored | 0 sec |
| – | – |
| – | – |
| – | – |
| – | – |
| – | – |
| Tot: 2 min |
Hiring process
| Ask clients for contract information (address, names, …) | 2 min |
|---|---|
| Draft contracts with client info based on templates | 4 min |
| Send contracts to be signed by clients | 2 min |
| Received signed contracts & print them | 5 min |
| Find the CEO or a Manager to sign | 5 min |
| CEO/Manager interruption | 10 min |
| Scan signed contract by both parties | 5 min |
| Send contract to both parties | 1 min |
| Archive | 1 min |
| Tot: 33 min |
| Send template to the Client & the Manager | 1 min |
|---|---|
| The client enters their own data and signs | 0 sec |
| Manager signs electronically in one click | 1 min |
| Everyone gets a copy, document is indexed and stored | 0 sec |
| – | – |
| – | – |
| – | – |
| – | – |
| – | – |
| Tot: 2 min |
Do more in less time
With Documents, everything is where you need it, instantly available. Keep track of all your files and never lose one; they are all organized and stored in the same place, safe and secure.
Documents
Easy Signature
Send, sign and approve documents online.
Upload your PDF and drag & drop fields easily.
Get documents signed up faster
Simplify your processes, boost your productivity.
Odoo Sign is a fast and convenient way to send, sign, and approve documents. Prepare contracts by dragging & dropping blocks to be completed by the parties, submit signature requests in seconds, and track the status of sent documents.
Go paperless, increase ROI
Embrace all the benefits of our easy and fully integrated electronic signature solution.
Yeah, you read that correctly! Making projections, calculating commissions, and extra data analysis with real-time data are now one click away.
Cut costs
Forget hidden costs like printing, copying, faxing, scanning, shredding, and posting. Everything is accessible online from any device. Never lose important documents again.
Save time
Stop waitingfor days or even weeks for all parties to sign your documents. Move forward and close your deals in just a few clicks.
Reduce errors
Eliminate manual operations and improve the quality of the documents filled out and signed. Make sure parts that require a signature are signed.
Eliminate all risks
Don’t worry, we’ve got you covered.
Secure Identification
All communications on the documents are encrypted to ensure only authorized people can access the content and that the document.
Documents Integrity
Odoo keeps the authoritative document under control at all times. Any activity on the document (read, sign, etc.) is encrypted to ensure document inalterability. An audit log report is available to all the parties at any time.
100% Legal
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS), in and US ESIGN Act. They also meet the requirements for electronic signatures in most countries.
Support every level of your organization
Streamline your entire workflow and increase efficiency
Sales & operations
Improve win rates and reduce the sales cycle by automating the signing process of your contracts. Improve your relationships with customers.
Human resources & staffing
Improve hiring processes and interactions with applicants by sending electronic evaluation forms and employment contracts.
Tax & accounting / administration
Easily keep track of all documents, delays and procedures. Stay organized at all times with all documents available electronically at hand.