Beautiful User Interface
A fast and modern user interface your users will love. Based on Google Material Design trend.
Simplified initial setup with a configuration progress bar (example: set your initial balances from one screen).
Reduce Data Entry
No need to create invoices manually, print and send them, register bank statements, follow-up payments… Automate more, save time.
Get your bank statements automatically synced with your bank. Save time with Automated reconciliation.
Collaboration & Alerts
Follow what interests you and get automatic alerts, collaborate on documents easily.
Pay Multiple Invoices
Ability to reconcile a payment with several invoices using a button on the payment form.
Clean Customer Invoices
Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple taxes, discounts, pricelists, …)
Draft Invoice Propositions
Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.
Advanced Payment Terms
Support for multiple payments for one invoice, cash discounts, advance invoice, partial reconciliations.
On-the-fly Payment Reconciliation
When creating an invoice, Odoo suggests outstanding payments automatically so that you don’t have to reconcile it later.
Get Paid Easily
Credit Card Payments
Get paid quickly by supporting online payment with credit cards. We support main payment gateways like Authorize.net, Ingenico, Paypal, Adyen, Stripe, etc.
Your customer can track their order status, invoices, and payments through their portal.
Odoo proposes emails, follow-ups letters, and tasks automatically to ease your credit collection process.
Advanced Customer Statements
Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.
Aged Receivable Balance
The aged receivable report gives you a clear overview of overdue payments and treasury forecast.
Control Supplier Bills
Manage purchase orders, incoming products, and vendor bills all seamlessly in one place.
Get a clear forecast of your future bills to pay.
Track employee expenses, from the recording by every employee to the validation and reimbursement.
Get a proposition of supplier bills to pay and print checks in batch in just a few clicks.
Automate Wire Transfers
Automate payments to suppliers with SEPA, ACH, PAP based on propositions by Odoo to pay at the right date.
Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.
Organize Payment Orders
Support your own payment flows with optional validation steps.
Bank & Cash
Automate Bank Feeds
Get your bank feeds automatically from the bank. 15,000 banks supported, mostly U.S., Canada and NZ ones.
If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily.
Manage Cash Registers
Track every cash transaction with opening and closing easily.
Smart Reconciliation Tool
Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation. Odoo matches 95% of invoices & payments automatically and the smart matching tool allows to do the remaining 5% super fast.
Audit differences between your accounts and your bank statement balance to ease reconciliation.
Easy Outstanding Payments
Get partial and full reconciliation proposition directly from the invoice or the bank statement.
Advanced Access rights
Access Control Lists
Access rights are super flexible. Default configurations are already setup for accountants and advisers.
Get your currencies rate updated automatically every day.
Define as many users as you want with different access rights.
Get all your subsidiaries integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.
Organize your document into several journals (by departments, by type of activity) to split roles across several users.
Business Intelligence Reports
Use Odoo pivot table to navigate through the information: consolidations, drill-up/down, group data, filters, etc. Multiple standard reports are available – Profit & Loss, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and PDF.
Define your own KPIs based on formulaes: gross margin, customer acquisition costs, growth rate by products,…
Create your own dashboard by assembling custom reports. Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields e.g. YTD earning. Share filters and dashboard across teams.
Perpetual Fiscal Year Closing
No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.
Annotate Any Report
All reports are full dynamic allowing you to navigate easily. Create multiple annotations. Annotate reports to add your notes for the managers inline.
Profit & Loss
Navigate easily through the flow of information from the Profit & Loss report.
Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.
Cash Flow Statement
Get a cash flow statement in real time with lots of options in the filters.
Get your tax reports in accrual or cash based, formatted according to the right country.
Search and filter in the general ledger easily and zoom into documents in just a click.
Intrastat reports, VAT statement, P&L/BS of the country, listing of VAT subjected customer, etc.
Advanced Tax Management
Odoo’s tax engine support a wide range of tax computations: price included / excluded, percentage, grid, tax on taxes, partial exemptions, etc.
Tax Audit Report
The tax audit report allows you to check how the tax report is computed for audit purposes. In the tax report, select a line and click on the “audit” button to audit the journal items (base and tax in the same report).
Consolidated Journal Report
The consolidated journal displays what happened in each journal organized month by month for readability.
Hierarchies of Cost Accounts
Structure automatically your analytic accounts based on projects, contracts, departments, etc.
Manage multiple analytic plans with default values and assignations ratios between cost accounts or projects.
Get analytic entries automatically produced based on timesheets, supplier bills, work orders, etc.
Manage subscription and recurring revenues easily with contracts. Automate recurring invoices, payments and renewal alerts.
Your customers can change their plans, order upgrades or downgrade / unsubscribe through the customer portal. (Based on your configuration)
Your salesperson get automated alerts when contracts have to be renewed.
Recurring Revenues & Extra
Manage multiple subscription plans, templates and extra fees.
Assets & Revenues
Track assets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.
Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.
Manage multi-year contracts, automate deferred revenues entries and get clear dashboards on your recurring revenues.
Get all your SaaS metrics in a clear dashboard: MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, CLTV.
Connect third party applications with the Odoo web service API. We support all languages: python, PHP, java, c#, ruby, …
Use the built-in import-export tool to mass import or export. You can export then import the same data to mass update through excel sheets.
Google Spreadsheet Integration
Connect Google spreadsheet to Odoo Saas to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very useful for budgets, commission plans, etc.