Field notes for teams running Odoo.
Guides, comparisons, and how-tos on Odoo, ERP, and manufacturing systems.
Practical articles for the engineers and operators who work with Odoo and the systems around it.
Money moving in one period does not always mean the revenue or expense belongs to that period. Deferrals handle the difference. This piece is about deferred revenue and deferred expenses in Odoo. The ...
Read postAccounting is divided into periods, and each period is, at some point, closed, finalised. This piece is about closing a fiscal period and year in Odoo. What closing a period is A business's accounting...
Read postAccounting records a business's financial transactions; financial reports are how the business sees the resulting picture. This piece explains the Odoo financial reports. What financial reports are fo...
Read postA business does not only handle tax on its transactions; it has to report tax to the authorities. This piece is about configuring and filing tax returns in Odoo. What a tax return is A tax return is t...
Read postWhen an accounting period is closed, finalised, its accounting should not simply be changed afterward. Lock dates are how Odoo protects that. This piece is about lock dates and period control in Odoo....
Read postA budget is a financial plan, and comparing reality against it is how a business manages its finances to a plan. This piece explains budgets in Odoo. What a budget is A budget is a plan for a business...
Read postA business that is a group of companies has dealings between those companies, and those dealings need correct accounting. This piece is about intercompany accounting in Odoo. The intercompany situatio...
Read postAn Odoo Accounting setup can serve a business well or cause it lasting trouble, and the trouble tends to come from a recognisable handful of mistakes. This piece sets out the common mistakes in config...
Read postThe Odoo Project app is for organising and running work that is structured as projects and tasks. This piece is about setting it up well. What the Project app is for The Odoo Project app organises wor...
Read postTask stages are the steps work passes through, and they are the heart of how the Project app fits a team. This piece is about designing task stages for your team in Odoo. What task stages are Task sta...
Read postReal work is rarely a flat, unordered list of tasks. It has structure: tasks break down into smaller pieces, and some tasks depend on others. Sub-tasks and dependencies capture that. This piece is abo...
Read postA project plan held as a list of tasks is hard to grasp; a project plan laid out against time is concrete. This piece is about planning project work with a timeline view in Odoo. Why a timeline view h...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.