Does it support different Odoo branch prefixes?

Yes, it is pre-configured to recognize Sales Order prefixes for various branches such as VCD (Distribution Center), VFB, and VSC.

Can I use this skill to find documents by CNPJ?

Yes, the normalization script allows you to search for and track documents using partner names, CNPJ numbers, or NF-e keys.

How does the Excel reconciliation feature work?

It uses a specialized Python script to process Excel sheets, automatically creating and reconciling account payments with bank statements and invoices.

What types of Odoo flows can this skill track?

It tracks the complete Purchase flow (DFE to Conciliation), Sales flow (SO to Conciliation), and Return flows including Credit Notes.

Odoo Document Tracker & Financial Auditor

Name: Odoo Document Tracker & Financial Auditor
Author: Rafael-2109

byRafael-2109

0•

생산성 및 워크플로

Tracks end-to-end document flows in Odoo, automates financial audits, and manages complex bank reconciliations.

The Rastreando Odoo skill provides a comprehensive suite of tools for navigating and auditing the Odoo ERP ecosystem. It allows users to trace the complete lifecycle of documents—from Purchase Orders (PO) and Sales Orders (SO) to Invoices (NF) and final bank reconciliations—using natural language or specific identifiers like CNPJ and NF-e keys. With specialized scripts for auditing purchase invoices, bank statements, and identifying unlinked records, it significantly streamlines financial oversight and data integrity checks. This skill is ideal for financial controllers and developers who need to perform deep-dive forensics into Odoo's relational database structures without manual navigation.

주요 기능

01Full document lifecycle tracking for Purchase, Sale, and Return flows

02Bulk bank reconciliation processing via Excel automation

03Automated financial auditing for invoices and bank statements

04Input normalization for partner names, CNPJ, and NF-e keys

05Identification of orphaned records (unlinked invoices or payments)

060 GitHub stars

사용 사례

01Tracing a specific invoice flow from the initial purchase request to the final bank payment

02Performing monthly audits to identify invoices without corresponding bank reconciliations

03Automating the linking of bank statements to invoices using data from external Excel spreadsheets

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add rafael-2109/frete-sistema rastreando-odoo

For use in Claude.ai and ChatGPT

Download Skill