ERP & business systems
Odoo Payroll & Finance Automation
Turned payroll, invoicing and reporting in Odoo from manual, spreadsheet-heavy work into automated, controlled processes.
- Basic salary
- Allowances
- Custom rule
- Deductions
- Net
The challenge
Payroll for 100+ employees involved manual calculations, onboarding steps and journal entries.
Invoices were numbered and consolidated by hand, which hurt billing accuracy.
Finance, Sales and HR needed reports and screens that matched how they actually work.
20+ users needed the right access, and only the right access, to sensitive data.
The solution
Payroll automation
Employee onboarding, custom salary rules and automatic journal entry posting.
Invoice consolidation
A consolidation system with automated numbering logic.
Access control
Role-based security groups for 20+ users to protect data integrity.
Reporting
10+ analytical reports across Accounting, Sales and Purchase for real-time visibility.
Usability
Cleaner field visibility and layouts across Sales Orders, Invoices and Purchase Orders.
Requirements first
Gathered needs from Finance, Sales and HR stakeholders and translated them into Odoo configuration and UI customizations.
Results
- 70%less manual payroll processing
Salary rules and journal entries run automatically.
- 10+live reports
Replacing manual compilation across Accounting, Sales and Purchase.
- 20+users, clear and secure access
Role-based security groups protect sensitive data.
More accurate billing across the organization through automated invoice numbering.
Free automation review
Running Odoo but still doing things by hand?
Describe it in a few lines. I’ll reply with how I’d automate it and what it should save.