or, how easily connect Odoo with your accounting SW
First, we have to tell that the billing process in Odoo is completely different than those we had the chance to try in another accounting SW. Why? Because Odoo is not an accounting SW. It is an ERP system. You can manage there the production or stocks, but you won´t be able to do payroll in it.
In Odoo, you need to be precise and thoroughly set up the module Invoicing. You have to set up the accounting chart, tax rates, fiscal positions, but even the product numbers on contacts (partners). In exchange for this „directors time“ is the automation of accounting operations in Odoo. That means that if you create a bill on a partner X and you are selling a product, you have a set fiscal position, so by accepting of the invoice, it automatically billed. This is the point, where Odoo functionality ends.
For even better and efficient usage of Odoo, the connection with the accounting SW was needed. Thanks to API, we had the chance to choose between modern billing SW. We analysed, discussed, gain useful information and read documentations. After those steps, we found our favourite – billing SW Flexibee won.
It was a fight to connect 2 completely different SW.
It was a long process but we have the result! Flexibee bridge.
The result of this integration is a real-time synchronisation of records from Odoo to Flexibee.
From Odoo we bring:
change of records and the actual exchange rate,
account numbers, pricelists ,
customer invoices/vendor bills and all items on those documents,
bank operations and all treasury actions.
Bridge works the unidirectional way, which means from Odoo to Flexibee. Bidirectional function only payment pairing from the bank.
All records are from Odoo transferred automatically after saving/validation (for example invoices).
So you can very comfortably create invoices. The process of purchase in Odoo can be settled from the request, order to the invoice. All those records are then moved in Flexibee, where you can add them and create the output for fiscal administration.
What bridge doesn´t contain (because it Odoo doesn´t know) are wages and everything that belongs to them. Export of payslips, payroll, luncheon vouchers, exports for health insurances, etc.
For whom is Flexibee Bridge meant?
for everyone who is using Odoo and is hosting Orgis IT
for everyone, who uses Flexibee and are searching, for example, CRM or a complete ERP system
What should be done with current data in Flexibee? Can they be transferred from Flexibee to Odoo?
They can, but not with the help of the bridge. From Flexibee, we need to export the databases and then import it in Odoo.
How much will the enlargement of the functionality by our Bridge costs?
We provide the Bridge only to those customers who are hosting Odoo in our hosting. The charge for the FlexiBee bridge is a one-time fee. Then you need to count with expenses on putting the system into operation, which is approx. 1 working day (8 hours) of work. On the customer´s side, there is the payment for the licence Flexibee (one user is for free) + time for the functionality test, eventually the adjustments of import data etc.
We are using Odoo and we would like to start using Flexibee bridge. What now?
We help you with the data transfer in Flexibee. Flexibee expands the Odoo functionality (for example new obligatory fields), so you need to count with the need of filling those fields. It is, for example, the number of invoice etc.
In what SW are you working with departments?
Odoo doesn´t know departments standardly (it is possible to adjust the bridge). Flexibee takes departments into account.
What about wages in Odoo?
Odoo doesn´t work with wages. It is neither accounting nor wage SW. Wages and everything connected with health and social insurance and advance taxes is solved in Flexibee. Those data are not transferred in Odoo.
Where do I make reports – gain, balance, income statement – am I able to do some reporting on Odoo?
All accounting reports are being done in Flexibee (you have all accounting data there). In Odoo, you can create a business reports such as the values of selling, purchase, results of selling channels or tradesmen. Reports such as gain, balance, income statement, state of account etc. are processed in Flexibee.
We have sensitive data in our accountant, to which only me and my accountant have access. How is Odoo protected so there was no other person who could make a mess in our book-keeping?
Accounting data are visible only with a concrete set up of the rights in Odoo. Odoo users and Flexibee can be completely different, an extern accountant can gain the access only for Flexibee and not for Odoo and other employees can have it differently.
How works the invoice archiving in Odoo?
All invoices in Odoo stay and are being loaded into the enclosures or stay in Flexibee.
What happens if we decide to leave your Hosting?
The database will be exported to a given day. FlexiBee Bridg is under the licence LGPLv3. In our hosting, we give this licence to usage. Therefore, we cannot give it to you. That meas that if you want to leave us, the functionality Flexibee bridge will be withdrawer = data won´t be transferred. However, the history stays in Flexibee. Flexibee can be further used even without our hosting.
How do the recorded expenses act by an active Flexibee Bridge?
Expenses are not transmitting into Flexibee.
What functions Flexibee knows and how much it costs?
All information about Flexibee, prices and hosting possibilities are available on the websited www.flexibee.eu or we can connect you to competent people from Flexibee. Absolutely necessary is to buy API user that allows you the connection with Flexibee.