Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc....
Setup you accounting in 4 steps and get an accounting environment ready to run your company.
Payment is only validated in Odoo once you have proof of payment, it stays as a draft before that. You can also now set up a direct debit on batch payments.
New dashboards, graphs, style reports, visual improvements, highlighting.
Ability to create rules based on contact, description, amount, etc. Rules can be processed automatically, manually, or proposed to the user for validation.
Prevents the creation of negative or 0 currency rates.
Accounting payments (bank statements) and acquirer payment (credit card) has been merged to ease the reconciliation.
Click on tax reports lines to audit them.
More flexibility and precision in the payment terms setup. E.g: invoice due in 15 days, the 7th of the month.
Automatically reverse an entry at a specific date.
Filters and group by has been added to the financial reports to allow comparisons.
Switch to new PLAID API with new supported online institutions. Clearer research on bank institutions.
Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc.
Choose between analytic or general account budget or both.
Support of custom fiscal year in case of the beginning of a company life.
Menus have been reviewed to fit the business and ease the human resources process.
Ease the record of leaves by selecting days, half-day or hours.
Get automatically leaves allocation according to a working period.
Define a period of validity of allocation on the leave type. For instance, legal leaves 2018 is valid from January 1st to December 31st.
Leave type form has been totally reviewed for a better management of leaves.
Make some leaves visible or not to employee to prevent error in the encoding of their leaves. For instance, only the HR manager creates sick leaves based on a medical certificate.
BOs are taken into account when an RFQ is created. Other usability improvements on blanket orders: stages, vendor field required, adapted for multi currency, ...
When you create an RfQ for a vendor for which no prices matches, the default price is set to 0.
OIf the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO.
Generate purchase orders automatically for product of type service (MTO). Edit received quantity of a service on a PO.
Direct access to the expenses document to ease the filling of the expense in Odoo.
New "Attach Document" button allows you to select a picture or file to attach to the expense.
Get the expenses and vendor bills related to your project on your project overview. You can also view how much was re-invoiced to the customer.
To avoid delay for the employee, the accountant has now a direct link to the expenses report to approve, located in the vendor bills card in the accounting dashboard.
Direct access to the expenses document to ease the filling of the expense in Odoo.
New "Attach Document" button allows you to select a picture or file to attach to the expense.
Get the expenses and vendor bills related to your project on your project overview. You can also view how much was re-invoiced to the customer.
To avoid delay for the employee, the accountant has now a direct link to the expenses report to approve, located in the vendor bills card in the accounting dashboard.
Confirmed online transactions create a payment for an easier reconciliation. They also show up as notifications in the document’s chatter for an easier follow-up.
Setup you accounting in 4 steps and get your invoicing policy ready to use.
Invoice data recognition from a pdf or picture to fill in fields of vendor bills.
Automatically generated communication field based on invoice number added to the payment request for wire payments.
Clicking on “View Invoices” from the sales dashboard gives now access to the customer credit notes too.
Let your customers scan a QR code with their banking application to pay. The QR code is on PDF invoices and shows up in the payment screen of quotations & invoices.
From habits or from a purchase order.
Automatically synchronize your currency exchange rates regularly with a new provider XE.COM
Stripe is now a payment acquirer that can be used to pay either on eCormmerce, subscriptions or classic sales.
Set value manually for "Client Nihil" when exporting Belgian tax report in XML. Intrastat module and reports improvements.
Our exports are now certified by DATEV. Layout adapted for localization. Export XML to import on ELSTER.
Mod 347 report, mod 349 report, BOE exportation for all supported mod reports.
Improvement in tax reports. A distinction is now possible between services and products.
Improvement of check templates.
New ABA files for Australian bank payments.
Exchange rates can be automatically updated from the Bank of Canada.
Compliance to the tax reform of 2018. ISR reference added on the bank accounts.
Chart of accounts and taxes have been updated for the Chinese localization.
The accounting localization (CoA, taxes, ...) for Hong Kong is now available.
The accounting localization for Singapore has been completed. GST Returns and IRAS Audit File have been added.
Electronic invoice through XML file.
The assigned salesperson will now be alerted when something needs to be done on the subscription.
Force the invoicing mode, manually, with token, after a payment.
Attach an email template to your stage to get customers feedbacks about services.
Get global KPI through the subscription overview, including views like graph and new cohort view.
Get KPIs about the health of subscriptions.
For more information please email us: contact@synconics.com or Skype: synconics.technologies or call us on: +91-942-686-4274 or visit our website: www.synconics.com to know more and how best we could associate.