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I'm running my business on Odoo 18 Enterprise and need quick, hands-on help with Accounting module basics—specifically cash payments and bank/cash reconciliations. Main issues: After registering cash payments on invoices, they stay stuck in "In Payment" status instead of going directly to "Paid". Statements and reconciliation views show as incomplete/unmatched. I don't want to force fake bank deposits for cash that is not deposited need proper setup for cash journal (e.g., bypassing outstanding receipts account or daily cash log reconciliation). I have had an accountant set up Odoo for me although he was new to Odoo. He used to take care of my accounts in Zoho Books prior to this. I need someone who is a very good communicator, who speaks very good English. I think what we will first need to do is have a team meeting, I will show you my Odoo setup. You can study it and then we can start training. I am not an accountant and I only know the basics. I think I have made some mistakes with processing some customer payments so I think we might need to explore ways to fix this. We might need to set aside 2 days for this. I am not sure. Bid price must be your price for the job please. Thank you.
Projektin tunnus (ID): 40227432
17 ehdotukset
Etäprojekti
Aktiivinen 23 päivää sitten
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17 freelancerit tarjoavat keskimäärin €168 EUR tätä projektia

As an experienced Odoo consultant and a certified tax professional, I believe I am the ideal candidate to help you overcome the challenges you're facing with your Accounting module. My proficiency in Bank Reconciliation and Financial Consulting aligns perfectly with your needs. I have a deep understanding of Odoo, having successfully implemented it for several clients and optimized its usage for seamless financial operations, just like what you are in need of. In addition to my software expertise, I am also a skilled accountant who specializes in streamlining cash payments and bank reconciliations. My meticulous approach ensures that your payments are accurately registered as paid. With me on board, you won't require any fake bank deposits or face incomplete bank statements that do not match transactions because I prioritize the proper setup of cash journals. Moreover, what sets me apart is my emphasis on clear communication and client satisfaction. We can start off by having a team meeting where we'll dig deep into your current setup. We can then strategize and plan training sessions based on your unique knowledge gaps and requirements. Let's meet virtually and discuss more about your specific needs so we can arrive at a fair bid price that meets your budget expectation without compromising on quality and value. Don't miss out on this opportunity to transform how you handle accounting in your business, choose me for an efficient, effective, and enlightening experience!
€180 EUR 7 päivässä
8,8
8,8

With a decade of relevant experience in your industry—as a Chartered Accountant (CA), CPA (US) and ACA-qualified professional—I bring firsthand expertise to tackle your accounting dilemmas. My familiarity with both Odoo and Zoho Books will enable me to quickly grasp the specific pain points you have outlined here. I am well aware of those tricky areas in the Accounting module you've mentioned, and I assure you I can effortlessly navigate through them to offer you streamlined solutions. Being an effective communicator is one of my top skills, which I believe is crucial for successful project collaboration. My good command of English ensures smooth comprehension, reduces room for errors and simplifies complex financial matters. I understand your need for hands-on training, and reviewing your Odoo setup during a team meeting is something I'm excited about.
€180 EUR 7 päivässä
6,2
6,2

Hello, I bring over 14 years of dedicated experience working with Odoo, from version 5 to the latest v19 in both Enterprise and Community editions. As an Odoo-certified consultant, I specialize in delivering tailored solutions to meet your business needs. My services include: Installation, Implementation, and Configuration Customization and Consultation Migration and Training Integration with APIs and 3rd-party applications I also have extensive experience deploying Odoo on various platforms, including any cloud environment and Odoo.sh. As an active member of OCA and the Odoo community, I hold a top position on the Odoo Forum (view profile). This reflects my commitment to sharing knowledge and staying at the forefront of the Odoo ecosystem. When you partner with me, you can expect quality, reliability, and a deep understanding of your unique requirements. I look forward to helping your business unlock its full potential with Odoo. Let’s discuss how I can support your goals!
€115 EUR 7 päivässä
5,5
5,5

Hello, I understand that you are looking for an experienced Odoo consultant to resolve issues with cash payments and bank/cash reconciliations in Odoo 18 Enterprise. My approach will include reviewing your current setup, identifying why payments remain in “In Payment” status, and properly configuring the cash journal to ensure accurate, real-time posting without creating artificial bank entries. I will also address incomplete reconciliation views and provide guidance on correcting any past payment processing mistakes, ensuring your accounting workflows are aligned with best practices. I have extensive experience implementing and troubleshooting Odoo Accounting modules, including cash journals, reconciliations, and customer payment processing. My goal is to provide clear, hands-on training, fix your current issues efficiently, and set up workflows that prevent future discrepancies. Thanks, Asif
€180 EUR 2 päivässä
3,9
3,9

Hi there, I’ve reviewed your project and understand you need hands-on help with Odoo 18 Enterprise Accounting, specifically cash payments, bank/cash reconciliation, and proper cash journal setup. The goal is to ensure cash payments reflect correctly, reconciliations show accurately, and your workflow bypasses fake deposits while maintaining proper accounting. I can guide you step by step, starting with a team meeting to review your current setup, study your configuration, and identify any mistakes in past payment processing. From there, I’ll provide clear instructions, fix issues, and train you on managing payments, reconciliations, and cash journal entries efficiently. My approach ensures you gain confidence in using Odoo without being an accountant, while keeping all records accurate. I’m experienced in Odoo accounting, communicate clearly in English, and can dedicate the time needed for thorough setup and training. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486
€180 EUR 4 päivässä
0,0
0,0

Hello, I’m Oleksandr, and I can help you properly configure Odoo 18 Enterprise Accounting so your cash payments and reconciliations work cleanly without forcing artificial bank deposits. From your description, the “In Payment” issue is likely related to how the cash journal and outstanding receipts accounts are configured, so I will review your journal settings, payment methods, reconciliation models, and posting workflow to ensure cash invoices move directly to “Paid” when appropriate. We will also correct incomplete statement and reconciliation entries, clean up any misposted payments, and implement a proper cash-handling structure (such as a correctly configured cash journal or daily cash log process) aligned with accounting best practices. I suggest we begin with a live session to review your current setup, identify configuration mistakes, and then dedicate structured working time (up to 2 days if needed) to fix past entries, train you step-by-step, and document the correct workflow moving forward. Best Regards, Oleksandr
€115 EUR 7 päivässä
0,0
0,0

Hi there, I understand you’re seeking hands-on assistance with the Accounting module in Odoo 18 Enterprise, and I’m confident I can help. I specialize in Odoo implementations and have a strong background in accounting, which makes me well-equipped to resolve the issues you're facing with cash payments and reconciliations. From what you've described, it sounds like the cash journal settings may need adjustment to properly track payments and ensure they reflect as "Paid". Additionally, we can tackle the unmatched statements and set up a clear process for handling cash transactions accurately without the need for fake deposits. I propose we start with a team meeting where you can walk me through your current setup. This way, I can pinpoint the mistakes and recommend solutions tailored to your needs. We can allocate 2 days for this training and setup, allowing us ample time to get everything in order. Best regards,
€180 EUR 2 päivässä
0,0
0,0

As an accomplished Odoo consultant, I have a rich history of solving complex issues similar to what you've described. With over a decade's worth of experience working with Python and Django, I have efficiently managed and scaled numerous SaaS and PaaS applications – foundationally grounded in the ideas of robustness, efficiency, and scalability. As part of my repertoire, I've designed feature roadmaps for both client-oriented front-ends and backend systems keeping ease-of-use as a key tenet. Besides exemplary technical skills, what sets me apart is my penchant for clear communication – a trait you explicitly seek. Throughout my career, I have maintained good working relationships by immersing myself in team dynamics and training them effectively, which will be vital given the nature of our engagement. Starting with a comprehensive understanding of your current Odoo setup, we can devise an efficient white-glove training regime to address your immediate needs. Moreover, I understand the value of client satisfaction and am committed to delivering above-expectation results within tight deadlines. Given my diverse experience in software development and keen attention to detail acquired from managing hundreds of projects aoasivating for
€80 EUR 10 päivässä
0,0
0,0

As an experienced Odoo consultant, I am well-versed in all things related to the Accounting module and have a deep understanding of how to optimize cash payment and bank/cash reconciliation processes within Odoo. My rich experience in setting up and managing accounts using Odoo—for both small businesses like yours and large multinationals—translates to a crucial grasp of Odoo's intricacies that I can bring to your project. Your specific issues surrounding cash payments and bank/cash reconciliations are well within my wheelhouse. I will ensure that cash payments are reflected accurately by seamlessly transitioning them from "In Payment" status to "Paid" status as they should be. Additionally, I'll rectify the incomplete and unmatched views on statements and reconciliation, giving you a clear financial overview. With our collaborative team meeting at project onset, I'll gain a comprehensive understanding of your unique setup before tailoring the training to your needs. My dedication to timely delivery combined with long-term support ensures that even after my initial involvement, you'll have a reliable partner for any future Odoo challenges. Wait no longer; choose me as your project-suffice professional!
€150 EUR 2 päivässä
0,0
0,0

I can provide hands-on support to properly configure and streamline your Odoo Accounting workflows. Specifically, I will fix the issue of cash payments remaining in “In Payment” status, set up a correct cash journal to avoid fake deposits, and ensure reconciliations for cash and bank accounts are accurate and complete. I will review your current setup during a team meeting, identify misconfigurations, and guide you through the right process for cash handling and reconciliations. With clear communication and training, I’ll help you understand the basics while correcting past mistakes, so your accounting flows smoothly going forward.
€200 EUR 2 päivässä
0,0
0,0

Hello, I understand you’re facing issues in Odoo 18 Enterprise where invoices remain in “In Payment”, reconciliations appear incomplete, and cash journals may not be properly configured. I can help you fix this correctly without using fake bank deposits. In Odoo, reconciliation works in two ways: 1) Full Reconciliation (with clearing account): Payment goes first to an Outstanding/clearing account, invoice shows “In Payment”, and after bank reconciliation it becomes “Paid.” 2) Direct/Partial Reconciliation (no clearing account): Payment is recorded and invoice becomes “Paid” immediately. Bank ledger is later matched with the bank statement. For cash transactions, we can configure the Cash Journal properly so invoices move directly to Paid and daily cash reconciliation is handled correctly. How I will help: Review your journals, chart of accounts, and payment settings Identify setup mistakes Fix stuck invoices and reconciliation issues Provide clear, simple training (non-accountant friendly) We can schedule an initial meeting to review your system and then dedicate up to 2 days if needed. I’m new on this platform but have solid hands-on Odoo Accounting experience and communicate clearly in English. Best regards, Asad Ullah
€100 EUR 5 päivässä
0,0
0,0

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