Finofo and Odoo: How the Integration Works

How It Works

From Odoo, Finofo uses vendors and the reference data your team codes with, brought in through the connection, a CSV import or manual upkeep: the chart of accounts, analytic accounts and the taxes your coding requires. Each invoice line in Finofo is coded with those values.

Invoices are captured, read, coded, matched and approved in Finofo. Approved invoices go to Odoo as vendor bills with their line coding. Posting follows approval, and how payment records go back is agreed with your Finofo team during setup.

Odoo keeps the ledger and financial reporting. The source document, approval history, comments and exceptions stay with each invoice in Finofo.

What Syncs Between Finofo and Odoo

• Odoo to Finofo: Vendors, each mapped on its Finofo vendor profile.
• Odoo to Finofo: Chart of accounts, analytic accounts and taxes your coding requires.
• Finofo to Odoo: Approved invoices as vendor bills, with account, analytic and tax detail on each line.
• Finofo to Odoo: Payment records, in the form agreed with your Finofo team during setup.
• Stays in Finofo: The source document, approval history, comments and exceptions.

Set Up the Connection

1. Confirm the version, edition, hosting and companies in scope with your Finofo team.

2. Prepare Odoo access with your administrator or partner. A dedicated integration user, rather than a personal login, keeps access auditable.

3. Agree the coding dimensions with your Finofo team: which ones each line needs, which are required and which combinations are valid. Reference data comes from your ERP through the connection, a CSV import or manual upkeep.

4. Check that each vendor profile in Finofo holds its ERP mapping, and agree with your Finofo team how payment records are sent back.

5. Test with real invoices before go-live.

Odoo Decisions to Settle During Setup

Each area below shows the question to settle, followed by why it matters.

• Version and hosting: Which Odoo version and edition, and is it Odoo Online, Odoo.sh or on premises?
  Determines the connection path.
• Companies: Is Odoo multi-company, and which companies does AP cover?
  Bills must post to the right company with its own accounts and taxes.
• Analytic plans: Which analytic plans are mandatory on vendor bills, and is cost ever split across analytic accounts?
  Odoo can block confirmation when a mandatory plan is missing.
• Bill state: Should vendor bills arrive as drafts for review, or confirmed?
  Keeps posting under accounting's control.
• Taxes: Which purchase taxes and fiscal positions cover your vendors, including GST, HST, PST and QST where they apply?
  Each line needs the right tax.
• Journals: Which purchase journal should bills go to?
  Keeps bills where your team expects to find them.

Fix Common Odoo Sync Issues

• An analytic account is missing from coding options: Check that it is active in Odoo and set up as a coding dimension in Finofo.
• An approved invoice is not in Odoo: With Manual posting, open Post to ERP: the drawer shows whether the invoice is ready or blocked, and why. Check that the vendor profile holds its ERP mapping. Then check the lock dates in Odoo and whether the account or tax is archived.
• A bill stays in draft in Odoo: Check whether a mandatory analytic plan is missing on any line, and require it in Finofo.

Tips

• Match mandatory analytic plans in Odoo with required fields in Finofo, so a bill is never blocked on arrival.
• If you split costs across analytic accounts, test one split bill before go-live.
• Tell your Finofo team about custom modules that change vendor bills.
• Odoo remains the system of record for the ledger, inventory and financial reporting.

Frequently Asked Questions

Does Finofo work with Odoo Community and Odoo Enterprise?

Share your edition, version and hosting with your Finofo team. The connection path is confirmed for your installation before implementation begins.

Will analytic accounts carry through on each line?

Finofo codes invoices at line level with the dimensions your setup requires. Confirm which analytic plans are synced during setup.

Do approvers need Odoo users?

Approvals happen in Finofo, including on mobile, so approvers work in Finofo rather than in Odoo.

We run Odoo inventory. Does Finofo replace it?

No. Finofo is not an inventory system. Stock, valuation and receipts for stock stay in Odoo.