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Odoo Setup Requirement for TrueBuild I want to set up Odoo for my business TrueBuild Deck & Turf so that my accounting, bank transactions, inventory, profit/loss, and tax reporting are properly connected. My main requirement is to connect my business bank account with Odoo so bank transactions are imported automatically. When money comes into the bank account, I want Odoo to help categorise it correctly, for example: Customer payment → Income / sales Loan from someone → Loan payable, not income Investment into business → Owner contribution / loan, not income Refund → Reduce expense or supplier/customer account When money goes out from the bank account, I want Odoo to categorise it correctly, for example: Supplier payment → Purchase / vendor bill Stock purchase → Inventory / stock value Business expense → Expense Loan repayment → Reduce loan balance Interest payment → Interest expense Money lent to someone → Loan receivable, not expense I do not want every money-in transaction to automatically become income, and I do not want every money-out transaction to automatically become an expense. I want each transaction to go to the correct account so my reports are accurate. Automation Requirement I want the system to be as automatic as possible: Bank transactions should import automatically from my bank. Reconciliation rules should be created so regular payments are matched automatically. Customer payments should match with invoices. Supplier payments should match with vendor bills. Product sales should reduce inventory automatically. Stock purchases should increase inventory automatically. Cost of goods sold should be calculated properly. Profit and loss should update automatically. GST/tax reporting should be easier for BAS/tax return. I understand that some transactions may still need review or confirmation, but I want the setup to reduce manual work as much as possible. Inventory Requirement I sell physical products such as: Decking Cladding Artificial turf Glue Accessories I want to add all products into Odoo Inventory with proper units such as: Pieces Boxes/cartons Square metres Linear metres Pallets I want to know: How much stock I currently have How much stock value I have How much stock is damaged How much stock is sold How much profit I make from each product How much margin I make How much stock needs to be reordered When I sell a product, I want Odoo to automatically reduce stock and calculate the product cost/profit. At the end, I only want to adjust inventory when needed, for example: Current stock count adjustment Damaged stock Lost stock Returned stock Reports I Need I want to see everything separately and clearly: Total income Total expenses Profit and loss Bank balance Inventory value Stock quantity Damaged stock Loan payable Loan receivable Supplier deposits Customer invoices Vendor bills GST/tax report Product margins Cash flow Balance sheet Tax Requirement The business is in Australia, so I need: AUD currency 10% GST setup BAS/GST reporting support Tax excluded pricing Financial year ending 30 June Correct separation of income, expense, GST, loan, and inventory Important Point I want Odoo set up correctly from the beginning so I can trust the reports. The goal is: Bank connected + inventory connected + invoices connected + bills connected = automatic profit/loss, stock value, GST, and business reports Freelancer Task Please help me set up: Odoo Accounting Bank connection Bank reconciliation rules Chart of Accounts Customer invoices Vendor bills Loan tracking Interest tracking Inventory products Product categories Stock valuation GST/tax settings Profit & Loss report Balance Sheet report Inventory report Product margin report I need someone who can set this up properly and also explain to me how to use it daily.
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34 freelancers are bidding on average $206 AUD for this job

Hello, I understand you need a properly structured Odoo setup for TrueBuild Deck & Turf, focused on clean accounting, automated bank reconciliation, inventory tracking, GST compliance (Australia), and accurate financial reporting. The key requirement is that bank transactions, invoices, bills, loans, and inventory must be correctly classified so profit/loss, stock value, and tax reports remain reliable from day one. I will configure Odoo Accounting with a correct Chart of Accounts, bank synchronization, and smart reconciliation rules to ensure transactions are automatically categorized into income, expenses, loans, GST, and equity instead of being misclassified. I will also set up invoicing, vendor bills, loan/interest tracking, and full inventory management with proper product categories, units, stock valuation, and automatic cost/profit calculation. Inventory movements will be fully linked with sales and purchases so stock levels and COGS update in real time. Additionally, I will configure Australian GST (10%), BAS-ready reporting, financial year settings, and key financial reports including P&L, balance sheet, cash flow, inventory valuation, and product margins. I will also guide you through daily usage so you can manage operations confidently without needing manual accounting adjustments. Thanks, Asif
$250 AUD in 3 days
6.2
6.2

As you consider who can best satisfy the complex integration requirements for your TrueBuild business, look no further than me and my team. We bring a unique set of skills specifically honed to address exactly the kind of connectivity and automation demands you've so clearly outlined in your project. We are proven experts in handling large-scale ERP projects, and our deep knowledge of Odoo, SAP, inventory management, accounting, and software architecture can be leveraged to seamlessly integrate your bank transactions, manage inventory, automate reports, effectively track your financials, and meet all your taxation needs. Our extensive experience implementing Odoo ERPs for diverse businesses puts us at a great advantage to set up your system efficiently and correctly from the get-go. We've successfully created similar automatic classification rules for bank transactions and have enabled easy connection of customer/vendor invoices/bills. We also ensure accurate stock control, profitability tracking per product category, BAS/GST reporting support in diverse financial contexts including Australia's.
$400 AUD in 7 days
5.4
5.4

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks,
$200 AUD in 4 days
5.2
5.2

With extensive experience in Odoo setup and customization, I understand your need to streamline TrueBuild Deck & Turf's financial processes. Ensuring accurate bank transaction integration and categorization is crucial for seamless accounting. Could you provide specific banking details for the integration process? Regards, CA. Swati Jain, CPA | Indian CA & CS
$150 AUD in 5 days
4.6
4.6

Hi, I can help set it up to ensure accurate categorization for your bank transactions, including automating the importing process and creating reconciliation rules. With over 8+ years of experience in Odoo integrations, I specialize in accounting, inventory, and tax compliance. I’ll create a tailored chart of accounts, automate customer payment matching, and set up comprehensive reports to track your income, expenses, and stock levels efficiently. Let’s connect to discuss your specific needs and ensure that everything is set up correctly. I’ll also provide training on its daily use. Best Regards, Priyanka
$250 AUD in 3 days
4.7
4.7

Hi there, I have read your project requirement, and you need a complete Odoo setup for TrueBuild Deck & Turf including accounting, inventory, bank reconciliation, GST/BAS reporting, automation workflows, and accurate financial reporting for your Australian business. I can help you with: • Odoo Accounting and Inventory setup • Automatic bank feed integration and reconciliation rules • Proper Chart of Accounts with loan, expense, GST, and inventory separation • Customer invoices, vendor bills, supplier/customer payment matching • Inventory tracking with stock valuation, margins, damaged stock, and reorder levels • GST/BAS setup for Australia with 10% GST and AUD currency • Profit & Loss, Balance Sheet, Inventory, Margin, and Cash Flow reporting • Daily workflow training and documentation for your team Quick questions: ============= Which Australian bank are you planning to connect with Odoo? Are you using Odoo Community or Enterprise version? Do you already have existing accounting/inventory data that needs migration? Will multiple users/staff require different access permissions in Odoo? Best Regards, Srashtasoft Team
$240 AUD in 7 days
4.0
4.0

As a seasoned programmer with over a decade of experience, I believe my skill set in Odoo implementation and software architecture aligns well with your needs for TrueBuild Deck & Turf. I've successfully handled many similar projects revolving around Odoo integration, banking automation, inventory management, and financial reporting. My expertise in database design and management is exactly what you need to establish a robust system. I'm experienced in setting up Chart of Accounts, developing appropriate Bank Reconciliation Rules and implementing Inventory Management solutions like the one you're looking for. My familiarity with Australian taxation requirements, especially BAS/GST reporting, makes me perfectly suited for your tax requirements as well. My forte lies not only in making things function optimally but also in explaining their intricacies effectively. Understanding that you desire confidence in the reported data, I will ensure that every detail is accounted for accurately. Trust me with your Odoo setup, and I'll make sure every piece falls into place - from bank connections to inventory tracking and GST settings, enabling automatic stock value calculations and generating comprehensive reports tailored to your specific requirements. With my proficiency in using HTML, CSS, PHP and SQL alongside my experience using other platforms like Wordpress, Zoho CRM etc., your project couldn't be in better hands.
$150 AUD in 7 days
2.8
2.8

The critical challenge lies in accurately categorizing diverse financial transactions while ensuring a seamless connection between your bank and Odoo for automatic data integration. Automating reconciliations and aligning transactions with specific accounts will not only enhance your reporting accuracy but also significantly reduce manual efforts. With precise Odoo setup, including the chart of accounts tailored to your operational needs, I will enable automatic updates for profit/loss and stock management. I propose the initial deliverables within 10 days. Want me to sketch a quick action plan so you can see the approach?
$110 AUD in 10 days
0.0
0.0

Hello, I’d be happy to help with your Odoo setup for TrueBuild Deck & Turf. With my expertise in Odoo accounting, inventory management, and automated bank transactions, I can ensure accurate categorization of all financial activities. Understanding the importance of precise reporting, I will set up each transaction correctly to reflect your business's financial reality. Here’s how I’ll approach your project: ✔ Establish automated bank transactions and categorization ✔ Implement inventory management with unit specificity ✔ Ensure accurate profit/loss calculations ✔ Set up proper GST/tax reporting and BAS support ✔ Create detailed reports for insights and decision-making ✔ Provide training for seamless daily usage My goal is to deliver a reliable, polished solution that streamlines your financial operations and reporting, providing you with the insights needed to make informed business decisions. Best regards, Manthan
$100 AUD in 14 days
0.0
0.0

Deck and turf businesses usually need job costing and material inventory tracking more than standard accounting. What modules are you planning to use, just accounting and inventory, or project management and CRM as well? I can start today and have a working Odoo environment configured within 5 days. These numbers are based on the post as written. We will refine them after a quick scope conversation. Want to jump on a quick call?
$150 AUD in 7 days
0.0
0.0

"Odoo Setup Requirement for TrueBuild business accounting and automation" I will set up your Odoo system so bank transactions, accounting entries, and inventory movements are correctly classified from the start, ensuring your profit, loss, and GST reports remain fully reliable. Using Odoo Accounting, Bank Reconciliation, and Inventory Management modules, I will configure your chart of accounts so that income, loans, expenses, and owner contributions are separated correctly instead of being auto-classified incorrectly. I will implement reconciliation rules so customer invoices, supplier bills, loan movements, and stock transactions are matched automatically while still allowing manual review when needed. Inventory valuation, COGS tracking, and product margin reporting will be structured for your decking and turf products with proper units and stock adjustments. For Australia compliance, I will configure AUD currency, 10% GST, BAS-ready reporting, and financial year settings. The system will be optimized for minimal manual work while keeping audit transparency across all transactions. Do you already have an existing chart of accounts and bank feed connected, or should I design the full accounting structure from scratch? — Sara
$400 AUD in 10 days
0.0
0.0

As an engineer with a unique combination of skills in Odoo development, AI automation and embedded systems, I'm confident that I'm the perfect fit for your project. With significant experience in configuring and customizing Odoo modules to map your specific business logic, I can ensure your TrueBuild operations are efficiently connected from banking to inventory. My track record in understanding the deep systemic constraints allows me to design interfaces that reduce manual work and guarantee accurate reports. Drawing from my ERP and Odoo proficiency, I can effectively set up a seamless connection between your business bank account and Odoo to ensure error-free importation of financial transactions. Understanding your distinct money-in/out categorization needs - whether it be sales, loan payable or expense reductions, I'll apply effective reconciliation rules for regular payments and comment diligently when proper review or confirmation is necessary.
$140 AUD in 7 days
0.0
0.0

Hi, Project Understanding: You need a complete Odoo setup for TrueBuild Deck & Turf where accounting, banking, inventory, GST, invoicing, vendor bills, loans, and reporting are fully connected and automated. The main goal is accurate financial reporting where transactions are categorized correctly instead of treating all incoming money as income and all outgoing money as expenses. My Approach: I will configure Odoo Accounting and Inventory specifically for Australian business requirements including AUD currency, 10% GST, BAS support, and financial year settings. I’ll connect your bank feed, create smart reconciliation rules, configure chart of accounts, automate invoice/vendor bill matching, and set up inventory valuation with proper stock tracking for decking, turf, glue, and accessories. The system will be designed to minimize manual work while maintaining accurate P&L, stock value, cash flow, and tax reporting. Deliverables: • Odoo Accounting & Inventory setup • Bank connection & reconciliation automation • GST/BAS configuration • Inventory & stock valuation setup • Customer invoices & vendor bills workflow • Loan & interest tracking • Profit/Loss, Balance Sheet & Inventory reports • Product margin & stock reports • Daily usage training and guidance My focus is building a reliable system you can trust long-term.
$140 AUD in 7 days
0.0
0.0

Hi, Thank you for sharing your detailed requirements. I’m Shon Puri i have specialize in Odoo ERP implementation, customization, and support. We can help you set up Odoo for TrueBuild Deck & Turf, including: Australian accounting and GST/BAS configuration Bank feed integration and automated reconciliation Inventory and stock valuation Customer invoicing and vendor bills Loan and owner contribution tracking Profit & Loss, Balance Sheet, and margin reporting User training and post-implementation support Our goal is to ensure your bank transactions, inventory, sales, and accounting are fully connected so your reports are accurate and largely automated. We have extensive experience implementing Odoo for businesses that need reliable financial reporting and inventory control. I’d be happy to discuss your requirements in more detail and provide a structured implementation plan.
$250 AUD in 15 days
0.0
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Hi! I see you're looking to set up Odoo for TrueBuild to streamline your accounting and inventory management. Sounds like you want a solid setup that automatically categorizes transactions without making every entry a hassle. I can help you connect your bank account to Odoo, ensuring transactions flow in smoothly and get categorized correctly,like distinguishing between customer payments and loans. From there, I'll set up the necessary reconciliation rules to minimize manual workload, so you can focus more on growing your business. I've got solid experience with Odoo integrations and have helped businesses set this up the right way before. With my approach, I can have the initial setup ready for you in just 5 days,faster if needed. Quick tip: Let’s design some clear reporting views for your key metrics right from the start, making it easier to keep track of everything. Best regards, Walled Saleem
$100 AUD in 5 days
0.0
0.0

Dear Hiring Manager, I can help you set up Odoo correctly for TrueBuild Deck & Turf so your accounting, inventory, banking, GST, and reporting all work together automatically and accurately from day one. I have experience configuring Odoo Accounting and Inventory workflows for businesses that require reliable financial reporting, automated reconciliation, stock valuation, and tax compliance. Your requirement is very clear: you want transactions classified properly instead of treating every money-in as income and every money-out as an expense, and I can configure the Chart of Accounts, reconciliation models, and accounting flows accordingly. The setup will include: • Automatic bank feed connection and transaction import • Smart reconciliation rules for recurring transactions • Correct handling of loans, owner contributions, refunds, and repayments • Customer invoices and supplier/vendor bill workflows • Inventory setup for decking, cladding, turf, glue, and accessories • Units management (pieces, sqm, cartons, pallets, linear metres, etc.) • Automatic stock valuation and COGS calculation • GST/BAS configuration for Australian accounting standards • Profit & Loss, Balance Sheet, Cash Flow, Margin, and Inventory reporting I will also configure: • AUD currency • 10% GST • Tax excluded pricing • Financial year ending 30 June • Product categories and reorder rules • Damaged/lost/returned stock handling Thanks!
$140 AUD in 7 days
0.0
0.0

Odoo accounting and inventory setups only work properly when the financial structure, bank reconciliation logic, inventory valuation, and tax configuration are designed correctly from the beginning. If transactions are mapped incorrectly early on, reports quickly become unreliable and difficult to trust later. I can help you set up Odoo for TrueBuild with connected accounting, inventory, invoicing, vendor bills, bank reconciliation rules, GST handling, stock valuation, and automated reporting workflows so the system reflects the real financial position of the business accurately. The setup can include Australian GST configuration, proper chart of accounts structure, automated transaction categorization, inventory valuation, product margin tracking, loan and interest tracking, reconciliation rules, and reporting dashboards for profit/loss, balance sheet, stock value, and cash flow. The goal will be reducing manual work while keeping reports accurate and easy to understand daily. I can also guide you through the operational workflow after setup so you understand how to review transactions, manage stock adjustments, and maintain reliable financial reporting going forward. Would be glad to discuss the current Odoo environment and the best accounting and inventory structure for your business operations.
$140 AUD in 7 days
0.0
0.0

Hello, I specialize in Odoo Accounting and Inventory implementations for Australian businesses. I can set up your TrueBuild Deck & Turf store with proper bank synchronization, automated reconciliation rules, and accurate inventory valuation (AVCO/Standard) to ensure your P&L, Balance Sheet, and BAS/GST reports are precise. I will configure: 1. **Bank Feeds:** Automatic import and smart reconciliation rules to distinguish between Income, Loans, and Owner Contributions. 2. **Inventory:** Multi-unit products (sqm, linear meters, boxes) with automated stock updates and COGS calculation upon sale. 3. **Tax & Reporting:** 10% GST setup for AUD, ensuring correct BAS reporting and financial year alignment (June 30). Could you confirm which version of Odoo you are using (Online or On-premise) and if you have your initial product list and opening stock values ready? This will help me estimate the setup timeline accurately. Best regards, aHMED
$140 AUD in 7 days
0.0
0.0

✅ I will configure Odoo for TrueBuild: connect bank feed with automated transaction categorisation (income/loan/investment), inventory management (stock movement, COGS, margin), GST reports (Australian), and dashboards (P&L, balance sheet, cash flow, product profit). I set up reconciliation rules, inventory valuation, and loan/interest tracking. You get fully automated reporting with minimal manual review. I also provide training. **Question:** Do you already have an Australian bank account that supports Odoo direct feed (e.g., via Yodlee/Plaid) or will you use CSV uploads? Best, Usman K https://www.freelancer.com/u/ukokab
$130 AUD in 7 days
1.8
1.8

Hi, I am a Certified Odoo ERP Consultant with 13+ years of experience in Odoo Accounting, Inventory, ERP implementation, and workflow automation. I have worked with businesses requiring accurate accounting, bank reconciliation, inventory valuation, GST/tax reporting, and automated financial workflows. I clearly understand your requirement that not every money-in transaction should become income and not every money-out transaction should become an expense. Transactions such as loans, owner contributions, repayments, inventory purchases, supplier payments, and refunds must be mapped correctly to maintain accurate Profit & Loss, Balance Sheet, Cash Flow, and GST reports. I can help you set up: • Odoo Accounting & Inventory • Automatic bank feeds & reconciliation rules • Australian GST/BAS configuration • Chart of Accounts • Customer invoices & vendor bills • Loan tracking & interest tracking • Inventory valuation & stock automation • Product margins, reorder rules & reporting I can also configure workflows so invoices, payments, inventory, and accounting remain fully connected with minimal manual work. Additionally, I will guide you on daily usage and best practices to ensure the system is easy to manage and reliable long term. Thanks, Nirmal Singh Rautela
$250 AUD in 15 days
0.0
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