Troubleshooting and optimization pack

Based on the progress of your Odoo migration, we will adapt and ensure a seamless completion of your accounting setup and optimization, whether you are in the pre-migration, migration, or post-migration phase as described below.

Pre-Migration phase (troubleshooting)

• Correct and complete the pre-migration steps.
• Extraction and cleaning of data from your old accounting system.
• Configuration of customer and supplier contacts.
• Configuration of your chart of accounts in Odoo.
• Configuration of your products and invoice templates.
• Configuration of the Document module to optimise the automation of accounting entries.

Migration phase (troubleshooting)

• Opening Balances Verification in Odoo.
• Verification of your chart of accounts, customer and supplier data in Odoo.
• Validation Tests: Conduct validation tests.

Post-Migration Phase and Optimization

• Bank Synchronization Setup: Implement bank synchronization (current accounts and VISA cards).
• Alternative: Implement an automatic import procedure for bank transactions.
• Supplier Invoice Payments Preparation: Prepare supplier invoice payments with templates.
• Financial and Management Reports Training: Provide training on generating financial and management reports.
• Client Communication Training through Odoo: Train on client communication through Odoo (sending invoices and automating client reminders).

Our Commitment

• Execution by experts: Mission carried out by chartered accountants and qualified Odoo experts.
• Transparency: Full transparency on hours worked from start to finish.
• Weekly Progress Reports.
• Balance of available hours converted into an chartered accounting assistance pack if not used.

Final Objective:

Troubleshooting to verify and correct your Odoo accounting configuration and identify optimization opportunities in the Accounting, Documents, and Contacts modules. In the Optimization phase, imlementation of the opportunities for a leaner, more cost efficient accouting process.