How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials
41. Internal user:
1.1. Consolidation user:
In Odoo, there isn't a specific user type called a "consolidation user". The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions.
Here's a breakdown of how Odoo Consolidation works:
Functionality: It allows you to generate consolidated financial reports by combining accounting data from multiple companies (subsidiaries) within your organization.
Users: People with access to the Odoo accounting app and the Consolidation module can perform consolidation tasks. Typically, this would be an accountant or financial analyst responsible for group reporting.
Process: The user configures the consolidation by defining:
Companies to be included
Target consolidation currency
Consolidated accounts and their mapping to individual company accounts
Exchange rate methods
The Odoo Consolidation module then automates the consolidation process, generating reports like consolidated balance sheets, income statements, and cash flow statements.
1.2.accountant:
An accountant is a financial professional who analyzes and interprets financial information. They are the keepers of a company's or individual's financial records, ensuring their accuracy and completeness.
1.3.billing:
Billing refers to the process a company uses to send invoices and collect payments from customers for goods or services rendered. It's an essential part of any business, ensuring they receive revenue to cover their costs and operate profitably.
1.4.readonly
In Odoo, the concept of "read-only" applies to fields within forms and views. It essentially means that users can see the value of the field but cannot edit it directly.
1.5.bookkeeper:
A bookkeeper is a financial professional who plays a vital role in maintaining the accuracy and completeness of a business's financial records. They act as the guardians of an organization's financial health by recording, classifying, and summarizing financial transactions.
2. Portal user
External users (customers, vendors) are granted controlled access to specific Odoo data.
3. Public user:
In Odoo, there typically isn't a specific user role called a "public user" within the accounting app. Public users are generally not granted access to financial data for security reasons.
#Odoo17 #Accounting #AccessRights #Tutorial #Efficiency #Productivity #Workflow #Management #SmallBusiness #software
Connect With Us:
—————————————
➡️ Website: https://www.cybrosys.com/
➡️ Email: info@cybrosys.com
➡️ Twitter: https://twitter.com/cybrosys
➡️ LinkedIn: https://www.linkedin.com/company/cybrosys/
➡️ Facebook: https://www.facebook.com/cybrosystechnologies
➡️ Instagram: https://www.instagram.com/cybrosystech/
➡️ Pinterest: https://pinterest.com/cybrosys/