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Odoo 13: Automate Invoices Creation
The document discusses how Odoo can automate invoice creation and processing. It begins with an overview of the benefits of automated invoice handling in Odoo for accounting. It then demonstrates how invoices can be automatically extracted from emails or uploads using OCR and machine learning to extract data and create transactions. The rest of the document provides more details on how this works, integration with e-invoices, and concludes with a demo and Q&A section.
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Odoo 13: Automate Invoices Creation
- 1. Odoo 13: Automateinvoices creation Quentin CELIS • Business Analyst 2019 EXPERIENCE
- 2. Benefits for accounting1 Howdoes it work Demo 2 3 Q&A session4
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- 4. Creating invoices manuallybelongs to the past when using Odoo Send an email or upload an invoice and create automatically a transaction within Odoo. Odoo extracts the data and fills your invoices automatically
- 5. Thanks to thechatter we keep trail of the original email as well as all other standard features ● Send message ● Log note ● Schedule activity ● Add followers Communication Uniformity Audit Trail OCR + machine learning E-invoices Integration
- 6. The way invoicescirculate is changing since the past years. Responsible managers are receiving invoices directly from suppliers on all kind of devices. Communication Uniformity Audit Trail OCR + machine learning e-invoices Integration
- 7. Keep track ofall actions in the past as well as a digital attachment of the invoice all the time. Communication Uniformity Audit Trail OCR + machine learning E-invoices Integration
- 8. Automate data extractionand input with OCR, machine learning and e-invoices combined with our Odoo Documents app. Process huge amounts of invoices at once. Communication Uniformity Audit Trail OCR + machine learning e-invoices Integration Documents Factur-X
- 9. How does itwork2
- 10. Accounting Documents Scan to Email Forward Create Invoice/Bill Scanner INVOICES ODOO Inbox OCRand Machine Learning E-invoicesUPLOAD Create Invoice/Bill ALIAS
- 11. Alias For customer invoicesand vendor billsA
- 12. Alias. ● Settings -journals - Advanced settings ● Email linked to a functionality ● Available in other apps : CRM, Projects, Expenses ● Personalized mail servers
- 13. Recognition. ● Vendor recognition ●User recognition
- 14. Invoice data extraction UsingOCR and machine learningB
- 16. Looking for the duedate and total
- 17. Amounts Dates Looking for the duedate and total
- 18. Looking for the duedate and total Total Due date Based on: surroundings, position, learning, etc.
- 19. Looking for the invoicedate and total Total Invoice date Based on: surroundings, position, learning, etc. users feedback
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- 22. Advantages Electronic invoice Integrated data Automatisation Fastertransfer Faster processing Reduced processing costs
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- 25. Without Odoo Paper Invoices Risksof invoices or folders losses Not easily available Not easy to find your invoices Boring administrative work High operating costs Less secure Less storage space Manual data entry High risk of errors Less accurate Waste of time Not integrated With Odoo Become paperless Everything stored in one place Available at any time anywhere Faster searches Focus on valuable tasks Reduce costs Superior Security More storage space Automated processing Reduced risk of errors Accurate data Increase productivity Integrated
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- 27. Thank you. #odooexperience Quentin Celis• Business Analyst EXPERIENCE 2018
- 28. Thank you. #odooexperience Quentin Celis• Business Analyst EXPERIENCE 2018