$ 5.05
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
invoice_import_excel
|
| License | OPL-1 |
| Technical Name |
invoice_import_excel
|
| License | OPL-1 |
Introduction
Revolutionize your accounting workflow with the Import Invoices from Excel/CSV module for Odoo. This essential tool is meticulously designed to eliminate the time-consuming and error-prone task of manual invoice creation. By enabling you to bulk import a wide variety of financial documents—including customer invoices, vendor bills, and credit notes—directly from a spreadsheet, you can significantly accelerate your accounting processes. This module is the perfect solution for businesses migrating from other systems, managing high volumes of transactions, or simply aiming to enhance the efficiency and accuracy of their financial data management.
Key Features
Comprehensive Document Import: Supports bulk import for Customer Invoices, Vendor Bills, Customer Credit Notes, and Vendor Refunds.
Flexible File Formats: Seamlessly import your data using either Excel (.xlsx) or CSV (.csv) files.
Multiple Product Mapping Options: Identify products on invoice lines by their name, internal reference, or barcode.
Control Over Invoice State: Choose to import invoices as drafts for review or validate them automatically upon import.
Customizable Sequencing: Use your own invoice numbers from the import file or let Odoo's default sequence apply.
Flexible Account Handling: Option to use the default income/expense account from the product or specify accounts directly in the import file.
Easy-to-Use Templates: Comes with downloadable sample files to ensure your data is structured perfectly for a smooth import.
Benefits
Drastically reduces manual data entry, saving significant time for your accounting team.
Significantly minimizes the risk of financial errors and ensures data integrity.
Accelerates the entire billing and payment cycle for both receivables and payables.
Simplifies the migration of historical accounting data into Odoo.
Improves the efficiency of processing high volumes of invoices from suppliers or for customers.
Enhances financial reporting accuracy with consistent and reliable data.
Empowers your finance team to focus on analysis and strategy rather than manual tasks.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail).
License: OPL-1
Technical Name: invoice_import_excel
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.
Search for "Import Invoice from Excel" and click 'Install'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.