Odoo

Loopfour can read and create customer invoices, timesheets and sales orders in Odoo, and use Odoo's own timesheet invoicing to bill the hours your team logs.

1. TriggerMonth end
2. StepRead the month's timesheets
3. ApprovalProject lead approves the hours
4. StepConfirm the sales order
5. OutputDraft invoice created in Odoo

What you can do

• Customer invoices: list, look up and create customer invoices and credit notes.
• Timesheets: log hours and read timesheet lines.
• Sales orders: create a quotation, look it up, and confirm it into a sales order.
• Invoice delivered hours: create the invoice for what a sales order has delivered, using Odoo's own invoicing rules.

All of these are in the step's action list.

Connect

Odoo connects with your Odoo address and an API key. Create the key while signed in to Odoo as a user who can see the invoices, timesheets and sales orders your workflows need.

Good to know

• Invoices from a sales order are drafts. Loopfour does not post or send them; review and post in Odoo, or add more steps.
• Odoo decides which hours are ready to invoice. This action asks Odoo to invoice delivered quantities, taking already-invoiced quantities into account. Review the draft invoice before posting it. If there is nothing new to bill, the step stops with Odoo's message.
• Invoice lists show customer documents only. Listing invoices returns customer invoices and credit notes, not vendor bills or journal entries.
• Lists return up to 200 records per step, 50 if you do not set a limit.
• Sales orders need the Odoo Sales app, and hourly billing needs Odoo's timesheet-based invoicing set up on the service product.

Choose a finance job

Browse Finance playbooks for patterns to adapt. Check this page's supported jobs before substituting this system for one named in a playbook. For a different job, describe the workflow in chat.