Odoo Helpdesk & Accounting Setup
Budget: $30 – $250 USD
I run a self-hosted instance of Odoo Community Edition and need a specialist to finish the initial configuration and a few small UI tweaks.
Helpdesk
I need the module installed; and ticketing flow and proper SLAs. I want agents to open, track, and close tickets with clear stages, automatic deadlines based on the SLA rules we agree on, and a clean dashboard that highlights overdue cases.
Accounting
Please load an appropriate chart of accounts for my jurisdiction, make sure starting balances can be entered easily, and configure the standard financial reports so they pull clean data right away.
Home screen icons
The main apps screen needs a little polish: I’d like a couple of new icons added for custom modules and the existing icons rearranged so the most-used ones sit top-left. No design overhaul—just placement and adding what’s missing.
Deliverables
• Functional Helpdesk ticketing workflow with SLA timers
• Chart of accounts imported and verified; key reports (P&L, Balance Sheet, Aged Receivables) showing accurate sample data
• Home screen updated with new icons and reorganized layout
• Brief hand-off notes so I can maintain these items myself
If you know your way around Odoo Community and can handle these items quickly, let’s get started.
Helpdesk
I need the module installed; and ticketing flow and proper SLAs. I want agents to open, track, and close tickets with clear stages, automatic deadlines based on the SLA rules we agree on, and a clean dashboard that highlights overdue cases.
Accounting
Please load an appropriate chart of accounts for my jurisdiction, make sure starting balances can be entered easily, and configure the standard financial reports so they pull clean data right away.
Home screen icons
The main apps screen needs a little polish: I’d like a couple of new icons added for custom modules and the existing icons rearranged so the most-used ones sit top-left. No design overhaul—just placement and adding what’s missing.
Deliverables
• Functional Helpdesk ticketing workflow with SLA timers
• Chart of accounts imported and verified; key reports (P&L, Balance Sheet, Aged Receivables) showing accurate sample data
• Home screen updated with new icons and reorganized layout
• Brief hand-off notes so I can maintain these items myself
If you know your way around Odoo Community and can handle these items quickly, let’s get started.