Ekattor 8 Finance Addon Bundle

Introduction to the Ekattor 8 Finance Addon Bundle: A Comprehensive Guide

Welcome to the Ekattor 8 Finance Addon Bundle tutorial! The Ekattor 8 finance addon bundle is a valuable tool for accounting professionals and business owners who want to streamline their financial management. This bundle provides a set of powerful features that cater to various financial needs, from invoicing and credit notes to accounts payable and receivable management.

This tutorial will walk you through the step-by-step process of setting up and utilizing the Ekattor 8 Finance Addon Bundle. By the end of this tutorial, you'll be able to efficiently manage your finances, track income and expenses, and automate repetitive tasks.

Installing the Ekattor 8 Finance Addon Bundle

Before we dive into the tutorial, make sure you have the Ekattor 8 finance addon bundle installed on your account. If you haven't installed it yet, you can do so by following these steps:

1. Log in to your Odoo account.
2. Go to the "App Store" and search for "Ekattor 8 Finance Addon Bundle".
3. Click the "Install" button and wait for the installation process to complete.

Tutorial: Setting Up and Using the Ekattor 8 Finance Addon Bundle

Step 1: Configuring the Settings

1. Log in to your Odoo account and navigate to the "Settings" app.
2. Click on "Parameters" and then select "Company" from the sub-menu.
3. Look for the "Ekattor 8 Finance" section and click on "Configure".
4. Make sure the "Enabled" toggle is turned on and set the "Company Email" and "Company Currency" according to your organization's requirements.

Step 2: Creating Sales Invoices

1. Navigate to the "Invoicing" app.
2. Click on the "Sales Invoices" button and select "New".
3. Fill in the required fields, including the customer information, payment terms, and items for sale.
4. Preview the invoice and click the "Save" button.
5. To generate multiple invoices at once, go to the "Sales" app and click on the "Invoices" tab. Select the desired orders and click the "Actions" dropdown menu to choose "Generate Invoices".

Step 3: Creating Credit Notes

1. Navigate to the "Invoicing" app.
2. Click on the "Credit Notes" button and select "New".
3. Fill in the required fields, including the customer information, reasons for the credit note, and items to be refunded.
4. Preview the credit note and click the "Save" button.
5. To generate multiple credit notes at once, go to the "Invoicing" app and click on the "Credit Notes" tab. Select the desired invoices and click the "Actions" dropdown menu to choose "Create Credit Note".

Step 4: Managing Accounts Payable and Receivable

1. Navigate to the "Accounts Payable" app.
2. Click on the "Bill" button and select "New".
3. Fill in the required fields, including the supplier information and payment terms.
4. Preview the bill and click the "Save" button.
5. To record payments, go to the "Accounts Payable" app and click on the "Payments" tab. Select the desired bills and click the "Actions" dropdown menu to choose "Make Payment".

Step 5: Generating Financial Reports

1. Navigate to the "Reporting" app.
2. Click on the "Financial" tab and select the desired report type (e.g., balance sheet, profit and loss statement).
3. Customize the report layout and filters according to your needs.
4. Generate the report and view it in the Odoo "Reports" viewer.

This concludes the tutorial on setting up and using the Ekattor 8 Finance Addon Bundle. You should now be able to efficiently manage your finances using the various features provided in this bundle.