Bien démarrer¶

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.

Les paramètres visibles dans la bannière d’intégration peuvent toujours être modifiés ultérieurement en allant à Comptabilité ‣ Configuration ‣ Paramètres.

Bannière d’intégration Comptabilité¶

La bannière d’intégration de la comptabilité étape par étape est composée de quatre étapes :

1. Périodes comptables

2. Compte bancaire

3. Taxes

4. Plan comptable

Périodes comptables¶

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.

Par défaut, la date d’ouverture est fixée au 1er janvier et la date de clôture au 31 décembre, car il s’agit de l’utilisation la plus courante.

Compte bancaire¶

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.

Taxes¶

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.

Plan comptable¶

Avec ce menu, vous pouvez ajouter des comptes à votre Plan comptable et indiquer leurs soldes d’ouverture initiaux.

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.

Bannière d’intégration Facturation¶

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.

Si vous avez installé Odoo Comptabilité sur votre base de données, vous pouvez y accéder en allant sur Comptabilité ‣ Clients ‣ Factures clients.

La bannière d’intégration Facturation se compose de quatre étapes principales :

1. Données sur la société

2. Compte bancaire

3. Mise en page de la facture

4. Creación de facturas

Données sur la société¶

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.

Compte bancaire¶

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.

Mise en page de la facture¶

Use this button to customize the default invoice layout.

Creación de facturas¶

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