Odoo: Difference between revisions
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* You can upload attachments (PDF or picture) to an Odoo vendor bill. There is an attachment icon next to the "Send message" section button. | * You can upload attachments (PDF or picture) to an Odoo vendor bill. There is an attachment icon next to the "Send message" section button. | ||
* When you create manually a vendor bill, you need to enter invoice lines. Don't forget to remove the VAT if it's not applicable. | * When you create manually a vendor bill, you need to enter invoice lines. Don't forget to remove the VAT if it's not applicable. | ||
* If the vendor bill is not in the natural currency, you must enter the corresponding rate on the concerned date. This can be done via Accounting -> Configuration -> Currencies. Alternatively, enter directly the bill in the natural (paid) currency. | |||
== Payroll == | == Payroll == | ||
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= Switzerland Chart of Accounts = | = Switzerland Chart of Accounts = | ||
* 1024 is the bank account. | * 1024 is the bank account for Revolut, 1025 is the bank account for PostFinance. | ||
* 2270 holds the debt of the company to the social insurance institutions. | * 2270 holds the debt of the company to the social insurance institutions. | ||
* 2800 is for the share capital. | * 2800 is for the share capital. | ||
Revision as of 13:38, 13 March 2023
Installation
- There is a paying SaaS option, in which case your Odoo instance is hosted by Odoo and available at https://ainulindale.odoo.com/ for instance.
Databases
- You can export and duplicate databases directly from the web interface (Top Right Menu -> My Databases).
Applications
Accounting
Vendor Bills
- You can upload attachments (PDF or picture) to an Odoo vendor bill. There is an attachment icon next to the "Send message" section button.
- When you create manually a vendor bill, you need to enter invoice lines. Don't forget to remove the VAT if it's not applicable.
- If the vendor bill is not in the natural currency, you must enter the corresponding rate on the concerned date. This can be done via Accounting -> Configuration -> Currencies. Alternatively, enter directly the bill in the natural (paid) currency.
Payroll
- It seems the Payroll module does not have built-in rules for countries. For instance, you must enter manually the rules that will compute your social contributions.
- Rules should be either of category "Company contribution" (if the employer pays this contribution) or "Deduction" (if it's paid by the employee, out of the gross salary).
- You must first create a work contract for an employee.
- Clicking on the "Compute Sheet" button will create automatically the salary computations (such as social compensations, etc).
- To create the entries in the accounting journals, you should click on the "Create Draft Entry" button on the Payslip.
Switzerland Chart of Accounts
- 1024 is the bank account for Revolut, 1025 is the bank account for PostFinance.
- 2270 holds the debt of the company to the social insurance institutions.
- 2800 is for the share capital.
- 2850 (Private share account) is used to hold debts of the company to the shareholder.
- 5700, 5710, 5720, 5730, 5740 are used for various social benefits (health insurance, unemployment insurance, maternity insurance etc).
- 6000 for rental expenses.
- 6510 for legal fees (registration of company, etc).
- 6520 for fiduciary fees.
- 6700 for general operating expenses.
- 6900 for financial expenses like bank fees.