Odoo 13: Automate Invoices Creation - Quentin Celis, Business Analyst, Odoo

1. Odoo 13: Automate invoices
creation
Quentin CELIS • Business Analyst
2019
EXPERIENCE

2. Benefits for accounting1
How does it work
Demo
2
3
Q&A session4

3. Benefits for
accounting1

4. Creating invoices manually belongs 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 the chatter 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 invoices circulate 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 of all 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 extraction and 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 it work2

10. Accounting
Documents
Scan to
Email
Forward
Create
Invoice/Bill
Scanner
INVOICES ODOO
Inbox
OCR and
Machine
Learning
E-invoicesUPLOAD Create
Invoice/Bill
ALIAS

11. Alias
For customer invoices and 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
Using OCR and machine learningB

16. Looking for the
due date and total

17. Amounts
Dates
Looking for the
due date and total

18. Looking for the
due date and total
Total
Due date
Based on:
surroundings,
position,
learning,
etc.

19. Looking for the
invoice date and total
Total
Invoice date
Based on:
surroundings,
position,
learning,
etc.
users
feedback

20. E-invoicesC

21. E-invoices
Factur-X

22. Advantages
Electronic invoice
Integrated data
Automatisation
Faster transfer
Faster processing
Reduced processing
costs

23. Demo3

24. Conclusion4

25. Without Odoo
Paper Invoices
Risks of 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

26. Q&A Session5

27. Thank you.
#odooexperience
Quentin Celis • Business Analyst
EXPERIENCE
2018

28. Thank you.
#odooexperience
Quentin Celis • Business Analyst
EXPERIENCE
2018