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Basic Setup
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General Settings Setup
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Spanish Localization Update – Account Chart Update
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Users and Permissions Setup
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Company Settings
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Mass Edit Setup
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Sequence Setup and Invoice Renumbering
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Documentation
- Quiz
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Exercises
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Answers
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Contact Record (customers and vendors/creditors)
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Main details, contacts, addresses
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Contacts and Addresses
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Contact record: Sales and Purchases
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Ficha de contacto Facturación/Contabilidad_Contaldia
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Internal Notes and AEAT
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Fiscal position
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Smart Buttons or quick access shortcuts on the contact record
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Documentation
- Quiz
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Exercises
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Answers
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Customer Invoices
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Customer Invoices
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Accounting Accounts
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Recommended product creation
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Documentation
- Quiz
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Exercises
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Answers
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Vendor/Creditor Invoices: Taxes
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Vendor Bills
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Accounting Accounts
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Recommended product creation
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Assets
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Asset Sale or Disposal
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How to record an import in Odoo
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Documentation
- Quiz
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Exercises
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Results
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Additional Customer and Vendor Invoices
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Credit Notes
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Invoice Serial Numbers / Accounting Journals
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Recurring Billing / Subscriptions / Customer Contracts
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Recurring Billing / Subscriptions / Vendor Contracts
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Duplicating Invoices
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Documentation
- Quiz
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Exercises
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Answers
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Extractos Bancàrios
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Creating Bank Accounts
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Setup of Reconciliation Models
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Automatic Bulk Reconciliation
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Bank Statement Reconciliation (Company, Partial, Manual...)
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Reconciling Transitory Accounts, SEPA, Credit Cards and Similar Grouped Payments
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Reconciling Credit Card Payments Made by Our Company
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GoCardless Setup for OCA Bank Synchronization
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Enterprise: Creating a Bank Account for Online Statement Synchronization
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Documentation
- Quiz
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SEPA
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Payment Modes Setup (SEPA)
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Setup of Transitory Account and Accounting Journals
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Customer/Vendor Setup with Mandate and Payment Mode
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Creating a SEPA Direct Debit Batch
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Returned Direct Debits
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SEPA for Vendors and Multiple Bulk/Grouped Operations
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Bills Receivable/Payable Module
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Documentation
- Quiz
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Suministro immediato de información - SII
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Company Setup with SII and AEAT Certificate
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Fiscal Position and Product Setup
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Submission to the SII - Accounting Date, Modification and Cancellation of Issued Invoices
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AEAT VAT Book Queries and Common AEAT Errors
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Mass Edit Setup: Changing the SII Status of Invoices
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Documento
- Quiz
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POS / Simplified Invoices
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How the POS Works
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POS Setup
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POS Accounting
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Refunds with POS
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Documentation
- Quiz
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Exercises
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Answers
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Contabiidad básica
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Journal Items
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Assets
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Bills Receivable/Payable Module
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Entry Remuneration for the Annual Accounting Journal
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Lock Dates for Advisors, Non-Advisors, Taxes and Journals
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Documentation
- Quiz
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Exercises
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Answers
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Tax Returns
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Modelo 303 + VAT Book and How to Review a Tax
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VAT Book
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Modelo 111
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How to Record Payroll with Modelo 111
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Modelo 115
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Modelo 190
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Modelo 216
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Modelo 390
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Modelo 349
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Modelo 347
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Modelo 130
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OSS Setup: Intra-EU Sales to Individuals
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Modelo 369
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Tax Settings
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AEAT Tax Boxes and Mappings Setup
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Documentation
- Quiz
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Exercises
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Answers
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Accounting Reports
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General Ledger
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General Journal
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Trial Balance
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Trial Balance and General Ledger for Companies
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Balance Sheet and P&L with MIS Builder
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Custom Mis Builder Templates Setup
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Other Accounting Reports: Debt, Invoices Pivot Table and Open Items
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Documentation
- Quiz
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Exercises
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Answers
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Setup
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Taxes Setup
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Fiscal Positions Setup
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Accounting Journals Setup
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Bank Accounting Journals Setup
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Reconciliation Models Setup
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Payment Terms Setup
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Payment Modes Setup (SEPA)
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Other Payment Modes Setup (bank transfer...)
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Asset Categories Setup
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AEAT Tax Mapping Setup (not recommended)
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Mis Builder Templates Setup
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Documentation
- Quiz
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Certification
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Test
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