Loslegen¶

When you first open your Odoo Accounting app, the Accounting Dashboard welcomes you with a step-by-step onboarding banner, a wizard that helps you get started. This onboarding banner is displayed until you choose to close it.

Die im Einführungsbanner sichtbaren Einstellungen können später noch geändert werden, indem Sie auf Buchhaltung ‣ Konfiguration ‣ Einstellungen gehen.

Einführungsbanner für Buchhaltung¶

Das Schritt-für-Schritt-Banner für die Einführung in der Buchhaltung besteht aus vier Schritten:

1. Buchungsperioden

2. Bankkonto

3. Steuern

4. Kontenplan

Buchungsperioden¶

Define the Fiscal Years’ opening and closing dates, which are used to generate reports automatically, and set your Tax Return Periodicity, along with a reminder to never miss a tax return deadline.

Standardmäßig ist das Eröffnungsdatum auf den 1. Januar und das Abschlussdatum auf den 31. Dezember festgelegt, da dies die häufigste Verwendung ist.

Bankkonto¶

Connect your bank account to your database and have your bank statements synced automatically. To do so, find your bank in the list, click Connect, and follow the instructions on-screen.

If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with your database, you can also configure your bank account manually by typing its name, clicking Create your Bank Account, and filling out the form.

• Name: the bank account’s name, as displayed in Odoo.

• Account Number: your bank account number (IBAN in Europe).

• Bank: click Create and edit to configure the bank’s details. Add the bank institution’s Name and its Identifier Code (BIC or SWIFT).

• Code: this code is your Journal’s Short Code, as displayed in Odoo. By default, Odoo creates a new Journal with this short code.

• Journal: This field is displayed if you have an existing bank journal that is not linked yet to a bank account. If so, then select the Journal you want to use to record the financial transactions linked to this bank account or create a new one by clicking Create and Edit.

Steuern¶

This menu allows you to create new taxes, (de)activate, or modify existing taxes. Depending on the localization package installed on your database, taxes required for your country are already configured.

Kontenplan¶

Mit diesem Menü können Sie Konten zu Ihrem Kontenplan hinzufügen und die ursprünglichen Eröffnungssalden angeben.

Basic settings are displayed on this page to help you review your Chart of Accounts. To access all the settings of an account, click on the Setup button at the end of the line.

Einführungsbanner für Rechnungsstellung¶

There is another step-by-step onboarding banner that helps you take advantage of your Odoo Invoicing and Accounting apps. The Invoicing onboarding banner is the one that welcomes you if you use the Invoicing app rather than the Accounting app.

Wenn Sie Odoo Buchhaltung in Ihrer Datenbank installiert haben, können Sie diese unter Buchhaltung ‣ Kunden ‣ Rechnungen erreichen.

Das Einführungsbanner in der Rechnungsstellung besteht aus vier Schritten:

1. Unternehmensdaten

2. Bankkonto

3. Rechnungslayout

4. Rechnungserstellung

Unternehmensdaten¶

This form allows you to add your company’s details, such as the name, address, logo, website, phone number, email address, and Tax ID or VAT number. These details are then displayed on your documents, such as invoices.

Bankkonto¶

Use this button to create and link a bank account in Odoo. To add additional bank accounts, go to Invoicing –> Configuration –> Add a Bank Account and configure the fields.

Rechnungslayout¶

Use this button to customize the default invoice layout.

Rechnungserstellung¶

This button takes you to the invoice creation view, where you can create your first invoice.