Odoo Accounting Setup
Expert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.
Set up bookkeeping systems with chart of accounts. TRIGGERS - Use when user needs help with bookkeeping-setup related tasks.
--- name: bookkeeping-setup-8afddc00a25c description: | Set up bookkeeping systems with chart of accounts. TRIGGERS - Use when user needs help with bookkeeping-setup related tasks. category: Finance version: 1.0 --- # bookkeeping-setup ## Workflow 1. **Understand Requirements** - Context, audience, goals, constraints 2. **Research & Analyze** - Best practices, frameworks, background 3. **Create Draft** - Structured, actionable, tailored output 4. **Review & Refine** - Quality check, consistency, completeness ## Output Format **Context:** [Situation] | **Objective:** [Goal] | **Audience:** [Who] ### Key Components | Component | Details | Owner | Timeline | |-----------|---------|-------|----------| | [Item] | [Specifics] | [Who] | [When] | ### Action Plan 1. **Immediate:** [First steps] 2. **Short-term:** [Build momentum] 3. **Medium-term:** [Scale] ### Success Metrics | Metric | Target | Method | |--------|--------|--------| | [KPI] | [Goal] | [Track] | ## Quality Checklist - [ ] Tailored to context - [ ] Actionable steps - [ ] Measurable criteria - [ ] Professional format--- name: bookkeeping-setup-8afddc00a25c description: | Set up bookkeeping systems with chart of accounts. TRIGGERS - Use when user needs help with bookkeeping-setup related tasks. category: Finance version: 1.0 --- # bookkeeping-setup ## Workflow 1. **Understand Requirements** - Context, audience, goals, constraints 2. **Research & Analyze** - Best practices, frameworks, background 3. **Create Draft** - Structured, actionable, tailored output 4. **Review & Refine** - Quality check, consistency, completeness ## Output Format **Context:** [Situation] | **Objective:** [Goal] | **Audience:** [Who] ### Key Components | Component | Details | Owner | Timeline | |-----------|---------|-------|----------| | [Item] | [Specifics] | [Who] | [When] | ### Action Plan 1. **Immediate:** [First steps] 2. **Short-term:** [Build momentum] 3. **Medium-term:** [Scale] ### Success Metrics | Metric | Target | Method | |--------|--------|--------| | [KPI] | [Goal] | [Track] | ## Quality Checklist - [ ] Tailored to context - [ ] Actionable steps - [ ] Measurable criteria - [ ] Professional format
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