Agent skill · product strategy · sickn33
odoo-accounting-setup
Expert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.
Why this skill is useful
Provides detailed configuration steps and domain-specific knowledge for setting up Odoo Accounting that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-07. 44,571 stars on the source repository.
What this skill does
Odoo Accounting Setup Overview This skill guides functional consultants and business owners through setting up Odoo Accounting correctly from scratch. It covers chart of accounts configuration, journal setup, tax rules, fiscal positions, payment terms, and the bank statement reconciliation workflow. When to Use This Skill Setting up a new Odoo instance for a company for the first time. Configuring multi-currency or multi-company accounting. Troubleshooting tax calculation or fiscal position mapping errors. Creating payment terms for installment billing (e.g., Net 30, 50% upfront). How It Works 1. Activate: Mention @odoo-accounting-setup and describe your accounting scenario. 2. Configure: Receive step-by-step Odoo menu navigation with exact field values. 3. Validate: Get a checklist to verify your setup is complete and correct. Examples Example 1: Create a Payment Term (Net 30 with 2% Early Pay Discount) Note (v16+): Use the built-in Early Payment Discount field instead of the old split-line workaround. Odoo now posts the discount automatically when the customer pays within the discount window and generates correct accounting entries. Example 2: Fiscal Position for EU VAT (B2B Intra-Community) Example 3: Reconciliation Model for Bank Fees Best Practices ✅ Do: Install your country's localization module first (l10nus, l10nmx, etc.) before manually creating accounts — it sets up the correct chart of accounts. ✅ Do: Use Fiscal Positions to automate B2B vs B2C tax switching — never change taxes manually on individual invoices. ✅ Do: Lock accounting periods (Accounting → Actions → Lock Dates) after month-end closing to prevent retroactive edits. ✅ Do: Use the Early Payment Discount feature (v16+) instead of splitting payment term lines for discount modelling. ❌ Don't: Delete journal entries — always reverse them with a credit note or the built-in reversal function. ❌ Don't: Mix personal and business transactions in the same journal. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sickn33/odoo-accounting-setup