1 day • 1 to 6 participants • On-site or remote
Learn how to use Dolibarr’s accounting features to manage invoices, VAT, payments and gain a clearer understanding of your company’s financial performance.
By the end of the training
- you will understand the fundamentals of accounting in Dolibarr
- you will choose and configure a chart of accounts suited to your business
- you will manage customer and supplier invoices
- you will monitor VAT and payments
- you will perform simple bank reconciliations
- you will use Dolibarr’s main accounting reports
- you will better understand your company’s financial indicators
Programme
Morning
Understanding and configuring accounting in Dolibarr
- discover the Dolibarr accounting module
- understand essential accounting principles for small businesses
- choose and configure a chart of accounts
- link customer and supplier invoices to the appropriate accounts
- record and monitor accounting entries
- structure your accounting organisation
Afternoon
Monitoring financial activity and producing reports
- manage VAT and payment deadlines
- monitor accounting journals
- perform bank reconciliations
- track incoming and outgoing payments
- generate key accounting reports
- export data to accounting software or an external accountant
A training course designed for small business owners
This training is aimed at entrepreneurs, freelancers, retailers and administrative managers who want to better understand their business finances without becoming accountants.
The objective is to gain greater visibility into company finances and make better use of the data available in Dolibarr.
Teaching methods
- 100% hands-on training using a Dolibarr platform
- access to the training environment for one month after the course
- practical exercises and real-world scenarios
- PDF training materials provided
- personalised guidance from an experienced consultant
Assessment & certification
- continuous assessment through exercises and business cases
- certificate of completion
- three-month post-training follow-up
