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Odoo Integration for TrueBuild Business

Odoo Integration for TrueBuild Business

Pending
💰 AUD 30–250 👤 Unknown 🕒 9d ago status: new
Accounting Software Architecture SAP ERP Inventory Management Odoo Tax Reporting Bank Reconciliation
Odoo Setup Requirement for TrueBuild I want to set up Odoo for my business TrueBuild Deck & Turf so that my accounting, bank transactions, inventory, profit/loss, and tax reporting are properly connected. My main requirement is to connect my business bank account with Odoo so bank transactions are imported automatically. When money comes into the bank account, I want Odoo to help categorise it correctly, for example: Customer payment → Income / sales Loan from someone → Loan payable, not income Investment into business → Owner contribution / loan, not income Refund → Reduce expense or supplier/customer account When money goes out from the bank account, I want Odoo to categorise it correctly, for example: Supplier payment → Purchase / vendor bill Stock purchase → Inventory / stock value Business expense → Expense Loan repayment → Reduce loan balance Interest payment → Interest expense Money lent to someone → Loan receivable, not expense I do not want every money-in transaction to automatically become income, and I do not want every money-out transaction to automatically become an expense. I want each transaction to go to the correct account so my reports are accurate. Automation Requirement I want the system to be as automatic as possible: Bank transactions should import automatically from my bank. Reconciliation rules should be created so regular payments are matched automatically. Customer payments should match with invoices. Supplier payments should match with vendor bills. Product sales should reduce inventory automatically. Stock purchases should increase inventory automatically. Cost of goods sold should be calculated properly. Profit and loss should update automatically. GST/tax reporting should be easier for BAS/tax return. I understand that some transactions may still need review or confirmation, but I want the setup to reduce manual work as much as possible. Inventory Requirement I sell physical products such as: Decking Cladding Artificial turf Glue Accessories I want to add all products into Odoo Inventory with proper units such as: Pieces Boxes/cartons Square metres Linear metres Pallets I want to know: How much stock I currently have How much stock value I have How much stock is damaged How much stock is sold How much profit I make from each product How much margin I make How much stock needs to be reordered When I sell a product, I want Odoo to automatically reduce stock and calculate the product cost/profit. At the end, I only want to adjust inventory when needed, for example: Current stock count adjustment Damaged stock Lost stock Returned stock Reports I Need I want to see everything separately and clearly: Total income Total expenses Profit and loss Bank balance Inventory value Stock quantity Damaged stock Loan payable Loan receivable Supplier deposits Customer invoices Vendor bills GST/tax report Product margins Cash flow Balance sheet Tax Requirement The business is in Australia, so I need: AUD currency 10% GST setup BAS/GST reporting support Tax excluded pricing Financial year ending 30 June Correct separation of income, expense, GST, loan, and inventory Important Point I want Odoo set up correctly from the beginning so I can trust the reports. The goal is: Bank connected + inventory connected + invoices connected + bills connected = automatic profit/loss, stock value, GST, and business reports Freelancer Task Please help me set up: Odoo Accounting Bank connection Bank reconciliation rules Chart of Accounts Customer invoices Vendor bills Loan tracking Interest tracking Inventory products Product categories Stock valuation GST/tax settings Profit & Loss report Balance Sheet report Inventory report Product margin report I need someone who can set this up properly and also explain to me how to use it daily.
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