Features of Odoo 12 (Manufacturing)
October 6, 2018
Features of Odoo 12 (Productivity Tools)
October 6, 2018

Features of Odoo 12 (Procurement & Finance)

Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc....

Accounting

Configuration Bar

Setup you accounting in 4 steps and get an accounting environment ready to run your company.

Payments & Bank Transfers

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.

Various improvements in usability

New dashboards, graphs, style reports, visual improvements, highlighting.

Bank Matching

Ability to create rules based on contact, description, amount, etc. Rules can be processed automatically, manually, or proposed to the user for validation.

Currency Rates

Prevents the creation of negative or 0 currency rates.

Payments

Accounting payments (bank statements) and acquirer payment (credit card) has been merged to ease the reconciliation.

Tax Report Audit

Click on tax reports lines to audit them.

Payment Terms

More flexibility and precision in the payment terms setup. E.g: invoice due in 15 days, the 7th of the month.

Reverse Entries

Automatically reverse an entry at a specific date.

Financial Reports

Filters and group by has been added to the financial reports to allow comparisons.

Bank Synchronization

Switch to new PLAID API with new supported online institutions. Clearer research on bank institutions.

Analytic Accounting

Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc.

Budget

Choose between analytic or general account budget or both.

Fiscal Year

Support of custom fiscal year in case of the beginning of a company life.


Leaves

Menus

Menus have been reviewed to fit the business and ease the human resources process.

Day based encoding

Ease the record of leaves by selecting days, half-day or hours.

Accrual

Get automatically leaves allocation according to a working period.

Validity

Define a period of validity of allocation on the leave type. For instance, legal leaves 2018 is valid from January 1st to December 31st.

Usability

Leave type form has been totally reviewed for a better management of leaves.

Visibility

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.


Purchases

Blanket Orders

BOs are taken into account when an RFQ is created. Other usability improvements on blanket orders: stages, vendor field required, adapted for multi currency, ...

Request for quotation

When you create an RfQ for a vendor for which no prices matches, the default price is set to 0.

Traceability

OIf the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO.

Service

Generate purchase orders automatically for product of type service (MTO). Edit received quantity of a service on a PO.


Expenses

Encoding

Direct access to the expenses document to ease the filling of the expense in Odoo.

Attachments

New "Attach Document" button allows you to select a picture or file to attach to the expense.

Project Overview

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.

Payment

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.


Expenses

Encoding

Direct access to the expenses document to ease the filling of the expense in Odoo.

Attachments

New "Attach Document" button allows you to select a picture or file to attach to the expense.

Project Overview

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.

Payment

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.


Invoicing

Online Payments

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.

Configuration Bar

Setup you accounting in 4 steps and get your invoicing policy ready to use.

OCR & FacturX (IaP)

Invoice data recognition from a pdf or picture to fill in fields of vendor bills.

Invoicing Communication

Automatically generated communication field based on invoice number added to the payment request for wire payments.

Credit Notes in Dashboard

Clicking on “View Invoices” from the sales dashboard gives now access to the customer credit notes too.

QR Codes

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.

Vendor Bills Auto completion

From habits or from a purchase order.

Currency

Automatically synchronize your currency exchange rates regularly with a new provider XE.COM

Stripe

Stripe is now a payment acquirer that can be used to pay either on eCormmerce, subscriptions or classic sales.


Localizations

Belgium

Set value manually for "Client Nihil" when exporting Belgian tax report in XML. Intrastat module and reports improvements.

Germany

Our exports are now certified by DATEV. Layout adapted for localization. Export XML to import on ELSTER.

Spain

Mod 347 report, mod 349 report, BOE exportation for all supported mod reports.

Netherlands

Improvement in tax reports. A distinction is now possible between services and products.

United States

Improvement of check templates.

Australia

New ABA files for Australian bank payments.

Canada

Exchange rates can be automatically updated from the Bank of Canada.

Switzerland

Compliance to the tax reform of 2018. ISR reference added on the bank accounts.

China

Chart of accounts and taxes have been updated for the Chinese localization.

Hong-Kong

The accounting localization (CoA, taxes, ...) for Hong Kong is now available.

Singapore

The accounting localization for Singapore has been completed. GST Returns and IRAS Audit File have been added.

Colombia

Electronic invoice through XML file.


Subscriptions

Salesperson Alerts

The assigned salesperson will now be alerted when something needs to be done on the subscription.

Invoicing

Force the invoicing mode, manually, with token, after a payment.

Rating

Attach an email template to your stage to get customers feedbacks about services.

Dashboard

Get global KPI through the subscription overview, including views like graph and new cohort view.

Health measures

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.


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