Odoo Accounting Setup

Overview

This skill guides functional consultants and business owners through setting up Odoo Accounting correctly from scratch. It covers chart of accounts configuration, journal setup, tax rules, fiscal positions, payment terms, and the bank statement reconciliation workflow.

When to Use This Skill

• Setting up a new Odoo instance for a company for the first time.
• Configuring multi-currency or multi-company accounting.
• Troubleshooting tax calculation or fiscal position mapping errors.
• Creating payment terms for installment billing (e.g., Net 30, 50% upfront).

How It Works

1. Activate: Mention @odoo-accounting-setup and describe your accounting scenario.
2. Configure: Receive step-by-step Odoo menu navigation with exact field values.
3. Validate: Get a checklist to verify your setup is complete and correct.