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Pending validationOdoo 20.0Community and Enterprise

How to set up fiscaldoo for an accounting firm

What is it for?​

Accounting firm mode is a switch in the Settings. When it is on, the accountant sees the menus for someone who keeps the accounts of several clients and, when logging in, lands on a panel with all the client companies, instead of on “What is there to do?”.

When to use it?​

  • When the company where the product is installed is an accounting firm that posts and files returns on behalf of clients.
  • Do not turn it on in a company that only keeps its own accounts: the screen says “Leave it off in a company that keeps its own accounts”. Having several companies does not turn the mode on.

Where to find it?​

Settings › Billing, Accounting firm block, Accounting firm mode option. Only the technical administrator can open the Settings.

Before you start​

  • Profile: technical administrator (to turn it on). The result is seen with the Accountant profile.
  • The client companies panel module is installed (it is in the demo).

How to use it​

  1. Log in as administrator and open Settings › Billing. Under Accounting firm, the Accounting firm mode option is off.
  2. Tick Accounting firm mode and click Save.
  3. Log in as Accountant. The product opens straight on Client companies: what is up to date?, with one line per company the person has access to (see How to see which client companies are up to date). If you then open Accounting from the apps menu, What is there to do? opens, as before; the panel is in Configure › System › Client companies: what is up to date?.
  4. Check the new menus: Record › Purchases › Documents received from the firm clients, Review › Third parties › What arrived and what is missing, Configure › System › Office inbox and Configure › System › Client companies: what is up to date?. The Certified accountant profile (fiscal officer) also has Configure › System › New client company (how to create a new client's company).

Expected result​

  • With the mode off, the Accountant's Configure menu only has General, Entry templates, Banks and assets, Asset categories, Reconciliation models and Other account and statement settings. With the mode on, it adds System, with the inbox and the panel.
  • The technical administrator keeps their usual screen.

Important notes​

  • The switch is a single one for the whole database: it turns the mode on for every company.
  • The mode does not give access to any company. Each person still only sees the companies the administrator assigned to them.
  • The Office inbox only receives e-mails after the firm's company has been chosen and the Copilot switches turned on, which only the Fiscal administration profile can do; without that the list stays empty and the screen explains why (see How to handle the documents received from the accounting firm's clients).

Common problems​

The accountant does not see the panel or the firm menus​

  • Cause: Accounting firm mode is turned off.
  • What to do: ask the technical administrator to turn it on (steps 1 and 2). After saving, ask the person to log in again: the panel opens when they log in.