Accounting
AI-powered invoice digitization
Upload PDF or image files to automatically extract and encode document data using integrated OCR (Optical Character Recognition) and AI digitization.
Period closing
Close monthly, quarterly, and yearly fiscal periods with automated closing entry checks aligned with regional accounting requirements.
Automate bank feeds
Synchronize your bank statements and enjoy automatically imported bank feeds straight within Odoo.
Smart reconciliation tool
Machine-learning algorithms automatically match 95% of bank transactions with open invoices and payments, and suggest reconciliations for the rest.
Tax reports
Get your tax reports in accrual or cash-based formatted according to your country's taxation regulations.
Analytic distribution
Distribute invoice amounts across multiple analytic accounts directly from invoice or bill lines using predefined ratio templates.
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Tags
Set multiple tags to structure documents per folder.
Email gateway
Configure your scanner to send PDFs to a specific email address. Scanned files appear automatically in your workspace. Define rules to set tags and folders automatically according to the email.
Access rights
Access rights are easily customizable per folder.
Document requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Client engagements
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Sub-tasks
Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Billing
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
Budget management
Compare expected and actual revenues and costs for your project.
Signatures
100% legal
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS) for all European countries, and US ESIGN Act for the USA. They also meet the requirements for electronic signatures in 100+ countries.
Broad document coverage
Digital signatures are appropriate for any sales or commercial agreement, NDA, lease, contract, etc. More sensitive documents, such as tax returns and documents filed with public authorities, may require more advanced forms of signatures or the intervention of a registered trust authority.
Create documents from templates
Customize the editable fields in the PDF with the drag & drop function. Automate repetitive signatures using templates to save time and be more productive.
Multiple signatures
Make a document public so that everyone can sign their own copy, without any further action on your part.
See the progress of your document
Get a complete view of your templates, signatures in progress, and fully signed documents.
Automated reminders
Schedule automatic reminders so the person remembers to sign the document.
Customer relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Activities and calls management
Organize, schedule, and log activities and calls for each opportunity, right in the opportunity's chat. Monitor your team's activity to keep workflows running smoothly.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team. Analyze lost reasons on your opportunities to improve your sales effectiveness.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Opportunities analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Timesheets
Flexible encoding
Encode your time in hours, minutes, days, and half days, and set up rounding rules as needed.
Projects and tasks
Choose the project and task you want to timesheet from a drop-down menu; no copy-pasting is needed.
Allocated hours
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
One-click validation
Get an overview of your team members' timesheets and approve them.
Invoice services on timesheets
Offer services to clients and bill them based on the amount of time spent working for them.
Timesheet analysis
Get timesheet statistics by task, project, team member, and billing type. Use precise data to review your team's performance from different angles.
Planning
Schedule
Manage all shifts by organizing them by role, by employee or by project. The default Gantt view gives you a clear overview of what is already planned, and what is left to plan.
Shift templates
Create shift templates and apply them to your new shifts, allowing you to save time and never miss any information.
Avoid conflicts
Get a warning if multiple shifts are scheduled at the same time for an employee.
Send schedule
Send your employees their respective schedules.
Unavailability
Let your employees unassign themselves from shifts through their portals.
Planning analysis
Create all kinds of reports based on the measures, filters, and time ranges you want.
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into your accounting.
Vendor bills import
Manage your vendor bills easily with document digitization. Set up an email alias to directly get all your bills into your Odoo database.
Handle recurring invoices
Set product invoicing frequency according to contract specifications.
Peppol
Odoo supports - but not only - the Peppol electronic invoice format for countries that are part of the EAS.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
