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How to Configure Journals in Odoo 13

An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. Each journal entries show account names and their credits and debit values.

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How to Configure Journals in Odoo 13

  1. 1. www.cybrosys.com Configure journals in Odoo13
  2. 2. INTRODUCTION ❖ An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. ❖ Each journal entries show account names and their credits and debit values. ❖ In Odoo we can create different types of journals. ➢ Sales ➢ Purchase ➢ Cash ➢ Bank ➢ Miscellaneous ❖ These are the basic five types of journals in Odoo. Each journal types have different rules
  3. 3. ❖ However, one can also add different journals in Oodo.Go to Accounting > Configuration > Accounting > Journals.
  4. 4. ❖ Upon clicking Journals, you will be navigated to a new window, where Odoo enlists with different Journal Types like Customer Invoices, Vendor Bills, and more.
  5. 5. ❖ Upon clicking the create button, you can add a new accounting journal in Odoo.
  6. 6. ❖ Then from product page, setting newly created account as income account for that product.
  7. 7. ❖ The creation form includes: Journal Name: The field defines the name of the accounting journal. Type: There are five types of journals in Odoo. ● Sale: Select Sale for customer invoice journal. ● Purchase: Select Purchase for Vendor Bills ● Cash: Select cash for journals that are used in customer or vendor payments. ● Bank: Select Bank for journals that are used in customer or vendor payments. ● General: General for miscellaneous operations journals. ❖ Under Journal Entries Tab: Short Code: Odoo will create a sequence number for each journal we create. Journal entries of this journal uses this short code as the prefix of generating sequence.
  8. 8. Next Number: The next sequence number will be used for the next invoice. Default Debit Account: It is the default account for debit amount. Default Credit Account: It is the default account for credit amount.
  9. 9. ❖ Under Advanced Settings Tab:
  10. 10. ❖ Communication type - You can set here default communication,that will appear on customer invoices, once validated, to help the customer to refer to that invoice for making the payment ❖ Communication Standard - Models for different references,By default it will be odoo ❖ Account Type allowed : Account type allowed for this journal ❖ Accounts Allowed : Accounts allowed for this journal ❖ Lock posted entries with Hash : If it is enabled the invoice/accounting entries get hash as soon as validated and cannot edit anymore ❖ Configure email server - You can configure email server for this particular journal
  11. 11. ❖ Let’s create a new one with Type, short code and company
  12. 12. ❖ Let’s create journal entries for this journal from Accounting > Journal Entries > Create
  13. 13. ❖ As a result we will get a popup like below. ❖ This is the only way to delete a COA once the transaction has been recorded.
  14. 14. ❖ We can use this journal for creating invoice and so on.
  15. 15. For More Details Check our company website for related blogs and Odoo book. Odoo for Beginners - Odoo V13 Odoo 13 Accounting Check our YouTube channel for functional and technical videos in Odoo. How to configure Journals in Odoo 13?
  16. 16. Thank You

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