Training · Accounting
Odoo Accounting training: general, auxiliary and analytic
A one-day in-company course, remote or at your premises, to keep your books in Odoo, from configuration to closing.
This Odoo Accounting training makes your accountants and your finance manager self-sufficient in the Accounting app: chart of accounts, journals, taxes, customer and vendor flows, VAT return, analytic accounting, reporting and closing preparation. Open to all Odoo levels, seven effective hours, remote or at your premises.
Odoo Accounting training at a glance
All Odoo levels
No prior Odoo practice is required. The fundamentals of general accounting, however, are.
One day
Seven effective hours, in two-hour sequences with regular breaks and one hour for lunch.
Remote or on site
By video conference or at your premises, one to one or in a small group.
Who is this Odoo Accounting training for?
Anyone who wants to be operational in the Odoo Accounting app:
- Accountant, CFO or administrative and financial manager.
- Internal functional project manager.
- Key user or Odoo champion in charge of the finance scope.
Prerequisites
A command of the fundamentals of general accounting: chart of accounts, journals, the notion of VAT. Prior experience with Odoo is not required.
What will you be able to do by the end of the day?
This training is part of acquiring, consolidating or perfecting operational skills on Odoo. By the end of the session, each participant can:
- Run accounting and financial processes in Odoo.
- Configure the app to the company's context.
- Use the accounting dashboard.
- Manage customer accounting from A to Z.
- Process vendor accounting.
- Produce and check VAT returns.
- Set up and use analytic accounting.
- Generate financial reports and prepare the closing.
Expected outcome: you independently manage general, auxiliary and analytic accounting in Odoo, together with their configuration.
Detailed programme of the Odoo Accounting training
Round table
- Introduction of the ANOR consultant.
- Gathering each participant's accounting context, current practices and expectations.
Presentation of the course
- Functional scope covered.
- Schedule and pace of the day.
Accounting app
- Configuration: chart of accounts, journals, taxes, currencies, payment methods and terms, lock dates, integration with the Sales and Purchase apps.
- Dashboard: key financial indicators, due date tracking, cash view by journal.
- Customers: invoicing, credit notes, payments, reconciliation, automatic follow-ups and outstanding balance tracking.
- Vendors: entering and importing bills, down payments, vendor credit notes, payments, bank reconciliation and reconciliation models.
- VAT and tax: fiscal positions, generating the return, special regimes such as reverse charge and exemptions.
- Analytic accounting: analytic plans, accounts, distribution models, analytic reporting.
- Reporting and closing: balance sheet, profit and loss, general ledger, aged balance, closing preparation.
Exercises
- Practical cases covering the whole accounting cycle on a demo environment: from the customer invoice to bank reconciliation, through to the VAT return.
How does enrolment work?
1
Scoping call
Thirty minutes to clarify your accounting organisation, the participants and where the session takes place.
2
Quote and agreement
The financial terms are set when the quote is drawn up. The usual lead time between the request and the start is two weeks to one month.
3
Training day
At your premises or remotely, led by a senior ANOR consultant, Odoo functional expert and practitioner of French accounting environments.
4
Certificate and follow-up
Each participant receives an individual certificate stating the objectives, content, duration and assessment results. Odoo assistance takes over for the questions that follow.
Odoo training terms: training organisation, teaching resources and assessment
Venue and organisation
Sessions take place at your premises or remotely, depending on your organisational constraints. If the session is hosted in a third-party venue, any travel and accommodation costs are borne by the training sponsor. Our training organisation is based at 121 rue d'Aguesseau, 92100 Boulogne-Billancourt, France. Each participant has a computer connected to the internet. Payment is due on receipt of the invoice. Any cancellation notified less than seven working days before the session date results in the full training fee being invoiced, separately and not chargeable to professional training funds.
Teaching resources
- A structured course handout with the detailed programme of the day.
- The theory needed for each topic covered.
- Demonstrations on a dedicated Odoo environment, accessible online.
- Practical exercises to validate each skill in a real situation.
Assessment
The consultant assesses each participant on the correct completion of the exercises, the rigour in processing transactions and the ability to reproduce the processes independently. Each participant assesses the consultant on teaching quality, clarity of explanations, relevance of the exercises to their activity and the pace of the day.
Accessibility for people with disabilities
Our training mostly takes place at the customer's premises, which lets us adapt the reception conditions to each situation. Contact us before enrolling so that we can look at the necessary arrangements together.
Frequently asked questions about Odoo Accounting training
You need a command of the fundamentals of general accounting: chart of accounts, journals, VAT. The day is about applying them in Odoo, not about accounting theory.
Yes. We cover fiscal positions, generating the return and special regimes such as reverse charge and exemptions.
Yes when your project is under way: the session runs on your test database, with your chart of accounts, your journals and your entries. Otherwise, on a demo environment with the French chart of accounts.
Yes. It is even useful to align together on journals, lock dates and the exports they expect from you.
The usual lead time between the request and the start of the training is two weeks to one month.
Yes: Sales, Purchase and CRM, as well as tailored courses built on your processes. The full catalogue is on our Odoo training page.
We issue a training agreement and an individual certificate, the documents funders usually request. Funding conditions depend on your OPCO: check them before enrolling and we provide the required documents.
The training covers the tool. When the flow itself is in question, our organisation consulting reviews it with your managers before the session, after a complimentary situation audit. Participants then learn on rules that have already been settled.
The Odoo apps involved
Is your accounting team ready to close in Odoo?
Thirty minutes is enough to frame the session: participants, venue, date and working database.