# Invoicing and accounting

> KMEE guides for Invoicing and accounting in Odoo 16 with the Brazilian localization: step-by-step procedures, tasks and references for each process.

Fonte: https://docs.kmee.com.br/en/odoo/funcional/financeiro/

Use the guides below for the standard Odoo workflow. For Brazilian fiscal documents, bank files and tax assessment, use the KMEE procedures in the Brazilian localization section.

## KMEE procedures

- [Review receivables, payables and installments](https://docs.kmee.com.br/en/odoo/funcional/financeiro/parcelas-e-vencimentos/)
- [Issue boletos and follow CNAB collection files](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/financeiro/cobranca-boleto-cnab-e-pix/)
- [Prepare supplier payment orders and customer collection orders](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/financeiro/pagar-fornecedores-por-cnab/)
- [Import a bank statement and reconcile](https://docs.kmee.com.br/en/odoo/funcional/financeiro/conciliacao-bancaria/)
- [Consult accounting reports, balance sheet and income statement](https://docs.kmee.com.br/en/odoo/funcional/financeiro/balanco-patrimonial-e-dre/)
- [Project the cash flow](https://docs.kmee.com.br/en/odoo/funcional/financeiro/orcamento-e-fluxo-de-caixa/)
- [Review journal entries and the accounting period](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/contabilidade/revisar-a-competencia-contabil/)
- [Export accounting entries to the accountant](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/contabilidade/exportar-lancamentos-para-a-contabilidade/)

## Odoo reference

Standard Odoo features for this area are described in the module reference.

- [Invoicing and accounting](https://docs.kmee.com.br/en/odoo/modules/financeiro/)

## Tasks

Review the prerequisites and the expected result of each process before using it in your company.

### Review receivables, payables and installments

- [Review receivables, payables and installments](https://docs.kmee.com.br/en/odoo/funcional/financeiro/parcelas-e-vencimentos/)

### Issue boletos and follow CNAB collection files

- [Issue boletos and follow CNAB collection files](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/financeiro/cobranca-boleto-cnab-e-pix/)

### Import a bank statement and reconcile

- [Import a bank statement and reconcile](https://docs.kmee.com.br/en/odoo/funcional/financeiro/conciliacao-bancaria/)

### Export accounting entries to the accountant

- [Export accounting entries to the accountant](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/contabilidade/exportar-lancamentos-para-a-contabilidade/)

### Consult accounting reports, balance sheet and income statement

- [Consult accounting reports, balance sheet and income statement](https://docs.kmee.com.br/en/odoo/funcional/financeiro/balanco-patrimonial-e-dre/)

### Project the cash flow

- [Project the cash flow](https://docs.kmee.com.br/en/odoo/funcional/financeiro/orcamento-e-fluxo-de-caixa/)

### Prepare supplier payment orders and customer collection orders

- [Prepare supplier payment orders and customer collection orders](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/financeiro/pagar-fornecedores-por-cnab/)

### Review journal entries and the accounting period

- [Review journal entries and the accounting period](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/contabilidade/revisar-a-competencia-contabil/)

### Configure and review inventory valuation

- [Inventory valuation configuration](https://docs.kmee.com.br/en/odoo/modules/estoque/configuracao-da-valoracao-de-inventario/)
- [Using inventory valuation](https://docs.kmee.com.br/en/odoo/modules/estoque/como-usar-a-valoracao-de-inventario/)

### Review transactions in foreign currencies

- [Multi-currency system](https://docs.kmee.com.br/en/odoo/modules/financeiro/multimoeda/)
- [Manage a bank account in a foreign currency](https://docs.kmee.com.br/en/odoo/modules/financeiro/conta-bancaria-em-moeda-estrangeira/)

### Transfer balances between bank accounts

- [Internal transfers](https://docs.kmee.com.br/en/odoo/modules/financeiro/transferencias-internas/)
- [Import a bank statement and reconcile](https://docs.kmee.com.br/en/odoo/funcional/financeiro/conciliacao-bancaria/)

### Review online invoice payments

- [Online payments](https://docs.kmee.com.br/en/odoo/modules/financeiro/pagamentos-online/)
- [Review receivables, payables and installments](https://docs.kmee.com.br/en/odoo/funcional/financeiro/parcelas-e-vencimentos/)

### Allocate entries to analytic accounts

- [Analytic accounting](https://docs.kmee.com.br/en/odoo/modules/financeiro/contabilidade-analitica/)
- [Deliver a project and reconcile its costs](https://docs.kmee.com.br/en/odoo/funcional/projetos/projeto-e-custos/)

### Review supported electronic invoice formats

- [Electronic invoicing (EDI)](https://docs.kmee.com.br/en/odoo/modules/financeiro/faturamento-eletronico-edi/)
- [Prepare, send and check an NF-e](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/nf-e/emitir-nf-e/)

### Send a reviewed invoice by post

- [Snailmail](https://docs.kmee.com.br/en/odoo/modules/financeiro/snailmail/)