Association accounting
Period closing
Close monthly, quarterly, and yearly fiscal periods with automated closing entry checks aligned with regional accounting requirements.
Multi-companies
Pay only one subscription and get all your subsidiaries within the same system with real-time consolidation reports. You can also automate business flows with intercompany rules.
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.
Recurring dues
Automatic contract creation
When you confirm a quotation with recurring products, the subscription contract is automatically created based on the confirmed order.
Automatic contract renewals
Customers' payment information is saved securely and their payment method is charged automatically when it's time to renew their subscription.
Automatic customer invoicing
As an alternative to automatic renewals, customers are automatically invoiced when it's time to renew their subscription. Accounting is automatically up-to-date, including invoice creation, validation, and payment encoding.
User-friendly customer portal
Customers can access all their documents online, at-a-glance and in detail: active subscriptions, interactive quotes that let them contact a salesperson, sales orders, and invoices (in pdf format).
Recurrence options
Configure custom recurrence periods (e.g. Weekly, Monthly, 2 Months).
KPI tracking
Track net and non-recurring revenue, average revenue per contract, annual run rate, lifetime value, logo churn, revenue churn, and contracts.
Resident requests
Multi-channel support
Create tickets through email, live chat, and online forms.
Automated assignment
Assign tickets automatically based on team workload.
Automated customer updates
Assign custom email and SMS templates to stages to update customers when their ticket moves to a new stage.
Field service tasks
Plan onsite interventions through the Field Service application.
SLAs (service level agreements)
Create and manage service level agreements based on customer, priority, team, or ticket type.
Customer ratings
Receive and track feedback from customers on individual tickets.
Projects
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.
Dependencies
Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Portal do cliente
Portal users can have access to tasks and communicate about them, all in the same place.
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.
Marcadores
Set multiple tags to structure documents per folder.
Share documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Document requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation process
Easily implement custom validation processes with tags and automated actions.
Agreements and signatures
Secured identification
Recipient parties may only sign a document digitally through a personal unique secure link associated with their email address. The system records the user's geolocation and the event's date and time and archives these in the audit log of the document.
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.
Lembretes automatizados
Schedule automatic reminders so the person remembers to sign the document.
Resident appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configure your calendar to automate appointments.
Book a resource
Set employee schedules and manage resources the right way. Manage bookings for resources such as tennis courts, restaurant tables, meeting rooms, etc.
No double booking
When a time slot is booked, it is removed from your calendar.
Ótimo para dispositivos móveis
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
Analyze your bookings
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Knowledge
Create articles
Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
Categories
You can create your own categories and divide your content the way you prefer.
Propriedades
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Content from other apps
Knowledge allows you to retrieve content views from other apps.
Sharing
You can share articles with internal or external users and select editing accesses.
Autosave and revision history
Never lose your past and current work.
