ODOO 13

Usability

Chatter is available on Journal & Journal Entry; Manual reconciliation for partners from aged balance and partner ledger. Move to check on accounting dashboard. Improved form, list views, dashboard, settings, ... 

Reconciliation

Reconcile a payment with both a receivable and a payable. Find easily reconciled entries (search, stat button). Find items from Sales Orders; bank reconciliation report improvement. Multiple taxes per line in write Off

Journals

Default set of the journal to prevent error; Select several account journals in financial reports. 

Assets

New reports for assets; Manage assets through account; improved usability, automate journal entries for re-evaluations, sell & disposals.  

IBAN Compliance

New widget to know if the bank account number is a correct IBAN number. 

Taxes

Periodical closing with lock date; Configuration of taxes made easy; Only one tax per tax percentage; Type of taxes visible in tax mapping.

Invoicing

Import in mass customer invoices in Odoo accounting. Select the invoice reference type by journal entries.

Vendor Bills

Technical improvements and QR code vendor bill payment allowed for SEPA regions.

SEPA

A Back Booking option has been added. It helps define how the debit should be handled, single consolidated debit or multiple debits.

Accounting Engine

The models of customer invoice, vendor bill and journal entry have been merged, allowing more flexibility in the edition of those documents.

Documents

Improvement of the layout of the PDF previewer.

Intrastat

Prevent duplicate of partners based on VAT number.

Follow Up

Send SMS Text Messages from your follow-up reports.

Taxcloud

Easier configuration. Show tax amount rather than computed tax rates to the customer.

Suspense Account for Bank Transactions

Easy match between suspense account entries and recorded bills, history on entries.

Accounting Entries Security Modes

You can choose the Security level by journal (new lock posted entries by hash). By default you can modify entries as long as the period is not closed. 

Closed Tax Period

You can set the accounting date automatically to the first open day for new bill on tax locked periods. IE: It's now the 04/10 the invoice was on 26/09 but tax lock date was 30/09 Odoo will set accounting date to 01/10. 

Accrual

Allowing recognizing the expense/revenue in a different period keeping tax return in the invoice period. 

Deferral

Manage expenses as well as revenues; Automated deferred expense entries. 

Accounting Adjustments

Automatic transfers based on distribution rates (%) or analytic filters

Refactoring

Better precision on currency rate. Fiscal position accepts char in zip range. Improved adjustements in tax wizard. 

Dynamic Journals & Ledgers

Browse your accounting data through Odoo generic search views and get the original document preview. (Available in: Journal, Sales, Purchase, Misc, Bank & Ledger, Partner ledger, General ledger)

Payment Follow-up

Improved usability, automated level, filtering by levels & SMS integration. 

Invoices importation

If your invoicing is managed by another software than Odoo, you can import all your invoices easily. 

Manual Journal Entries

Improvement in manual encoding of entries, pre-filled fields, journal set by default.

CODA & CAMT import improvements

You can now import multiples files all at once, new fields, better performance. 

Off Balance sheet

New account type: Off-Balance sheet accounts useful for annual reporting annexes. 

Payments

Split payment for partial allocation; QR code vendor bill payment allowed for SEPA countries. 

Manual Reconciliation

Manual reconciliation for a dedicated partner will always show all open entries allowing to easily make payable/receivable adjustments.

Reconciliation Models

New fields allow more flexibility for automated rules. New rule to automate fee detection based on communication. 

Reporting

Improved layout, performance in Aged Balances. Improved cashflow statement performance. New bank statement report with more details. 

Taxes Closing Entries

New lock date allowing preventing any changes related to a closed tax period. The type of tax (sales, purchase) is now visible in the tax mapping.

Print Original Vendor Bills    

You can now print the original vendor bills for as many bills as you want. You can choose between the Odoo bill or the original one. 

Arithmetic operations in fields

New widget to allow operations directly into fields (ie: =650*0.34). 

Winbooks import

You can now import a Winbooks database zip file

Activity Type

New activity type to request the upload of a document from a record.

Usability

The activity view has been improved with more features and better usability for activity scheduling; Default User and description in activity type

Today's Meeting

Meetings of the day are activities to gather all your activities in one screen.

Amazon Connector

Automatically import your Amazon sales in Odoo. Synchronize the deliveries (FBA & FBM-compatible).

Request

Request approvals for any kind of type, borrow items, purchase etc 

Activities

Get notify if you have to approve or refuse a new request.

Approver

Define who has to approve the request: employee's manager, hr responsible, ... and a number of required approvals

Notification

Employees are notified about the results of the request.

Request

Appraisal on demand, request through employee profile. Define the time frame employees can request appraisals.

Reminders

Remind manager and/or employee they can request an appraisal.

Notifications

Get activities to manage appraisals; send customized emails with link to appropriate survey.

Timeframe

Define minimum and maximum time frame to request or schedule an appraisal 

New app

New financial consolidation app, will help you consolidate multi company financial data.

Activity

Pipeline combining messages and activities. Powerful filters using opportunity and mail objects. 

Lead Scoring

The statistical analysis can determine the probability to close a lead.

Lead Enrichment (IAP)

Enrich leads with corporate data based on email addresses.

Lead Mining (IAP)

From your pipeline, generate new leads based on their country, technologies, size, etc.

SMS

Send SMS Text Messages from leads and opportunities.

Sales Teams

Simplified sales team configuration. 

Actions

A warning icon will be displayed on the kanban and list view to warn you that you need to take action on these records.

Files

Drag & drop files directly in the chatter or in Discuss.

Notification

New notifications system to make them more modern and available in the front end.

History

Get the history of all your notifications  in discuss menu.

Emails

CC from incoming emails are now registered. You can easily add them as followers of the documents.

Usability

Manage documents in a List view; Thumbmails for Youtube Videos; Visualize upload progression for large documents; Visualize tags in Kanban.

Drag & Drop

Drag & Drop your documents from one workspace to another.

Access Rights

Manage read access by workspace (separate read and write accesses. Employees can see their own documents; .

Integration

See documents of recruitment app, payroll, products.

Products

Main product image is sized the same way than extra images. Extra images can be added to product variants. URL's by product variants

Building Blocks

A search bar snippet for products has been added.

Usability

New "Buy Now" button to simplfy purchase flow. Edit product description on frontend; search experience made easy.

PayU Latam

Manage read access by workspace (separate read and write accesses. Employees can see their own documents; .

Stock

Link a warehouse to your eCommerce.

Coupons & Promotions

Apply discounts on multiple products. Easy promotion of products (sequence).

Quizz

Evaluate trainee at the end of a lesson using quick quizz.

Certification

Certification process with payment possibilities, rules, timing using survey.

Trainees

Know which partners have a certificate or follow your courses on the contact form. Contact them easily.

Usability

Share the content that you love in fullscreen mode.

Website

Create and manage courses and lessons directly  from content

Profile

Check ranks, badges and manage favorites from you profile

Courses

Auto computation of the duration for a course based on the content.

KPI

Analyze your course retention, the most followed and the best rated courses.

eCommerce

Sell courses through the eCommerce

Forum

Link courses to a forum to let your community answers your questions

KPIs

Conversion KPIs on each email sent (using UTM trackers on call-to-actions): # of leads created, # of orders created, revenue generated..

Usability

You can now add a name to your mass mailing that can be different from the subject to help you organizing your pipeline.

Presence

Control the presence of employees according to attendance, time off, login, IP addresses or sent emails

Usability

Your employees can now edit their private information. new search panel, track contract issues on employee, zoom on picture

Resume

Your employees can now fill in their resume to get info about their experience.

KPI

You can now have statistics about contracts and employee like turnover.

Schedule

Manage schedule over 2 weeks, manage part-time of employee

Documents

Manage schedule over 2 weeks, manage part-time of employee

Preferences

Manage user preferences and employees' data in a single place.

Skills

Manage skills and level of skills on the employee form. integration with eLearning certification. 

Onboarding

Define an onboarding plan that creates a suite of activities to welcome your employees.

Contract

Indexation, specific salary deductions, request a signature directly from contract, indexation, of salary, specific deduction of salary

Security

Employee profile and employee payroll have been split to ensure better data security.

SMS

Communicate about events using SMS Text Messages.

Usability

Gantt view on Event tracks.

Customer Invoices

Select a Sales Order to re-invoice an expense to your customer, or select an Analytic Account to track costs.

Usability

Import your expenses in a batch to ease the creation of reports and get reimbursed faster.

Employee Reimbursement

Payroll integration. Reimburse employees on their payslip.

Intervention

Plan your intervention on a Gantt view.

Worksheet

Editable worksheets, preview and sign.

Timesheet

Record time directly from the task and check the timer

Claim reports

Get a history of driven cars from employees.

Leads    

Convert a lead to a Helpdesk ticket.

Multi-SLA

Apply multiple SLA policies to the tickets of a single Helpdesk team.

Ticket Closing 

Allow customers to close their tickets from their portal.

Portal

New IAP portal for end-user and service provider.

Reveal

Lead generation in multi-website compatible. Lead mining now relies on industries.

SMS

Revamped SMS sending tools. 

Ingenico

Integration with Ingenico Payment Terminals for the PoS for BeNeLux.

Scan Range

Scan a specific IP range when searching for the IoT Box in the network.

Route

Rename the Make to Order route to Replenish on Order for more clarity (as we do not always "make" the product, but we sometimes buy it instead.

Multi-Company

Add a field company_id on the stock move lines to only show the product moves of the company of the user. 

Picking

Assign users to pickings. It can be done picking per picking or in a group (from a list of pickings).

Lot/Serial Number

Add additional information on serial or lot numbers through the new note field: show the serial/lot number on invoice; mass assign through automatic generation or cc from spreadsheet. 

Rules

Propagate changes in scheduled date to the next moves or not;  If a product is available in stock, it will be taken from stock. If not, the MTO applies and it will be automatically reordered.

Notification

Inform the user via a next activity if a delivery cannot be fulfilled on time;  Send automated emails from your delivery orders, at validation: send SMS.

Landed Costs

Landed costs can now be linked with vendor bills.  Apply landed costs on products valued in AVCO.

Dashboard

New dashboard to get statistics by operators.

Belgium

Add a section in the l10n_be balance sheet and P&L reports for detected errors. Make sure that the tests will actually help to detect any account wrongly configured. Import Belgian eInvoices. (UBL 2.1)

Mongolia

Chart of Accounts, VAT Taxes, VAT, P&L, and Balance Sheet report.

Luxembourg

Chart of Accounts 2020 XML exports of financial reports for P&L, Balance Sheet and VAT Report
FAIA Export. 

Luxembourg

Chart of accounts (PBSO and IAS) 
VAT Taxes

South Africa

VAT Taxes 
VAT Report
FAIA Export. 

Austria

AT Report (U1/U30)
VAT Taxes update
Bilanzdarstellung (§224 UGB)
Gewinn- und Verlustrechnung (§231 UGB). 

Chile

Chart of accounts
VAT Taxes
VAT reports. 

Switzerland

BVR as structure payment reference. 

Spain

P&L Report. 

Vendors

Manage the availability of the vendors.

Usability

Notify the user in the chatter or in the app.

Bill of Materials

See the BoM version and the ongoing ECOs from the BoM Cost & Structure Report. Define the exact or flexible quantity of components in BoM

MPS

The Master Production Scheduler has been completely reviewed. Its usability has been improved. You can now see the confirmed sales and compare them with your estimations.

Subcontracting

Define subcontracting BOM's to track components at your subcontractor place and receive finished products.

Vendors

Manage the availability of the vendors.

Usability

Notify the user in the chatter or in the app.

SMS

Automate SMS and integrate them into your Marketing Campaigns.

Scan

Scan a barcode to find a product in business documents

Discuss

The followers' options from the chatter are now available on Mobile.   

Usability

The left search panel is now supported on mobile. Search directly in the view.

Swipe

Swipe to the right on any notifications to mark it as read. If you swipe to the left, it will add a star to it.

Benefits

Generate and check the benefits of the employee to compute their salaries according to their paid time and paid time off. Get a history of driven cars from employees.

Work Entry

Gantt view to manage working time to generate payslips.  

Structure

Structures can be grouped by Structure types and have their own rules.

Meal voucher

Reporting to know how many meal vouchers an employee can receive according to its working schedule.

Usability

Split of employee payroll and employee address book to ensure confidentiality of data and documents.

Belgian Localization

Support of Belgian credit time, specific CP 200 work entries types. XML for dmfa, fiche 281.10 and 281.45, employee's departure fees.

History

Keep history of the structure changes.

Planning

Manage your employees' schedule and forecast your projects.

Duplication

Schedule shifts in one click by copying the planning of a previous period.  

Open Shifts

Let your employees manage open shifts according to their roles.

Unavailability 

Send your planning and let your employees manage their unavailability by themselves.

PLM Approvals

See the history of all the approvals that occurred on an ECO.

Employees

You can now only use one session for several employees; Several employees can be connected simultaneously within a PoS sessions

Keypad

Use the keypad on PoS frontend interface to manage orders.  

Reporting

Count the PoS Sales into the sales of the product.  Manage multi-currencies in the PoS Reporting

Cash Control 

Set default cash opening, cash closing and keep track of any cash difference.

Tip in Ticket

Add a tip after printing a draft ticket. Send tickets by email instead of print it.

Reporting

A new dashboard to analyze your purchase is available.

Variant

Add product variants in batch from an attribute grid.

Purchase Order
Add sections and notes to purchase orders.

Forecast

Forecast usability and planning improvements. Includes
re-currency, leaves integration and default view selection.

Project Overview
Better tracking of the costs and revenues linked to a project.

Demo Data

Added demo data in some applications to ease the testing experience.

Setup

Speed up the installation process (chart of accounts and languages).

Reporting

List of records can now be accessed from most pivot views. Filter data on last 5 years; group by more than 2 group by.

Snailmail (IAP)

Improved usability and error management when sending letters through snailmail.

Access rights

Groups have been renamed to be more business-oriented. Administrator instead of manager and reorganization by application. 

Kanban

Sequences can be reordered from the kanban view.

Multi-company

Allow the user to interact with documents across multiple companies at once. Share product by or not by adding a company on it

Custom Lists

Each user can add or hide some columns in list views, in order to tailor the screen to their activity with just the needed fields.

Languages

Translate directly from the form view with the new translation modal.   The new language code, replacing the globe, helps you know the language you are working with. Preview of mail in different language

Documents

Customize the style (colors, font) of your documents.

Ribbons

New ribbons for form views.

Signature Widget

New signature widget to request signed confirmation in any process.

Product

Allow drag & drop on extra product media to sequence them.

Game

Offer your employees a superhero game to build a team and earn points through the recruitment process.

Share

Easily share a job position through social media or by email.

UTM

The referral app is based on UTM engine to link the right employee to the right applicant.

Product

Manage deliveries and returns of rentable products based on their availability. Use period-based pricing and delay costs. Visualize the schedule in a Gantt chart. Make the customer fills & signs rental documents on the spot thanks to the Sign app integration.

2 Date times-picker
Select rental dates from a unified widget for start and end dates.

Refund

You can see the refunded invoice line on the sale order.

Signature

Sign then Pay a quotation in one uninterrupted flow. New widget to auto-generate signatures.

Product Variants

Can add multiple images per variants.

New Sales Order Form

Cleaner display of the order lines, with better columns labels.

Alipay

Chinese merchants can use Alipay to get paid online.

Extra Fees

Extra fees requested on online payments are now displayed in the payment form.

Delivery

Better interface for selecting a carrier and set delivery costs to an order.

Amazon Sync

Automatically import your Amazon sales in Odoo. Synchronize the deliveries.

No email

You can now directly sign your documents without sending an email.

Usability

Full review of the user experience: configure a document, send, sign.

SMS Marketing

Create, send andtrack SMS.

Social Marketing

Odoo Social is a new application that allows you to monitor and post on your social media such as Twitter and Facebook.

Campaigns

Create fully integrated digital campaigns, containing emails, sms, push notifications and social posts. Get an overview of your campaign's results in term of clicks, revenues, leads created and sales.

Live Chat Request

Engage the conversation with one or more of your website's visitors. They will receive your message on their next action on a tracked page.

Send & Schedule Posts

Directly send or schedule posts to be sent on Facebook, Twitter and LinkedIn.

Access Rights

Access Rights clarification.  

Usability

Know what are the success rates of your certification from the kanban view. You can also access other stats.

Usability

Remove the "datas_fname" field from "ir.attachment", As is needed in forecast, the grid view now supports date time fields .

Create_uid Heuristics Improvements

Mail gateway runner user was used to create most documents through incoming emails. We now link document creation and update to users, using the email to make the matching..

Start/Stop

Timer on tasks to record timesheets easily .

Invoiced Timesheets in Portal

Timesheets related to invoices can now be consulted on the portal.

Approvals

On leave types without approval, the leave request is directly marked as approved .

Usability

Search on a department will search on child departments. New dashboard to check remaining leaves .

Access Rights

Approve time offs a far as you are time off manager on the employee form.

Call Queue

In CRM, you can easily create a call queue. The calls will then be on your VOIP interface. This queue is based on your "Call next" activities and allows you to easily see in VOIP interface all the calls that need to be made.

Phone Number

Call directly any contact from his phone number

Usability

Update to Bootstrap 4.3.1; Event on mobile.

Blogs

Review of blog layouts.  Brand new modern, italian design (teasers, latest blog posts, cards, etc). 

Performance

Defer the website JS loading to improve performances.

Iso code language in URL

The iso code of a language is not very understandable for a lambda user. So, you can now specify the language on your website url.

Identity

You can set a specific logo on your website and a different on your company.

Error handler

New error handler with the Bootstrap's toast component.

Live Chat Transcript

As a visitor, get a transcript of your conversation with an operator via email.

Event

The user interface of the attendees scanning has bee improved