Odoo¶
Manage databases¶
To clone or delete a database, go to the Databaser Manager and click on the desired button.
Hint
Sometimes the action takes time and you’ll see a HTTP 500 error. No worries, just reload the site and you’re most likely fine.
Odoo module¶
We’ve our own Odoo Module to configure Odoo according to our needs.
Hint
The development informations of the module are documented in the docs directory of the Odoo git project.
Odoo operations¶
Download bank account data¶
We can download the bank account data by following these steps:
Login into the eBanking of Raiffeisen
Click on the Zahlungen tab on the top
Click on the Datentransfer tab below
Click on Download Kontodaten
Now ensure the modal is configured like this:
Konto: Desired Account (do not select ALL)
Format: XML ISO
Kontodaten: Alle nicht abgeholten Buchungen bis zum Vortag
Buchungsdetails: Mit Details
Important
The file can only be downloaded once like this, as the time range of already fetched records is stored at Raiffeisen. Also note, all eBanking accounts share this informations, thus only one person should download the file!
Internal bank transfer¶
When transferring funds from one account to another, please use the internal Odoo feature:
Go to the Accounting Overview
Click on the 3 dots of a bank account tile
Click on Internal Transfer under the New section
Then fill out the form accordingly:
Special salary inputs¶
There are special salary inputs which can be selected / booked for a payslip. Check out the Other Inputs section when computing a new payslip:
Select the input, set the amount and then recompute the payslip.
Hint
For transparency reasons, in case for fringe benefits, update the name of the two payslip lines with the name of the fringe benefit itself.
Important
You only need to book fringe benefits in the payslips in case they’re due to social contributions. Please read the hint on the Fringe benefits chapter for more informations.
Known odoo errors¶
Reconcile partner mismatch¶
Sometimes there’s a mismatch when records are reconciled. This is most likely because multiple partners share the same account number on their ISR. There’s no 100% fix, but ensure both partners have the bank account registered in their contact.
Timeouts¶
There are certain situations where Odoo runs into a timeout, for example:
When cloning a database
When deleting a database
When submitting expenses in a cloned database (due to the fact that emails can’t be sent)
Simply reload the site and you should be fine.