DAADit Group, Nick Website Contact Form: Leads Directly into CRM Sound familiar? A visitor fills in your contact form, an email lands in the shared inbox, and three days later someone asks: "has anyone actually replied yet?" As long as forms only send emails, follo... Automation CRM Website May 28, 2026 Odoo
DAADit Group, Nick Scan receipts and post them automatically The shoebox full of receipts is a classic: parking tickets, restaurant bills, fuel stops. At the end of the quarter your accountant wants them all posted, and nobody fancies typing up forty receipts. ... Accounting Automation Expenses Apr 9, 2026 Odoo
DAADit Group, Nick Set Up Bank Linking via PSD2 The same ritual every morning: log in to the bank, download the MT940 or CAMT.053 file, import it into Odoo, get a coffee. Fifteen minutes a day, and on busy days it gets skipped — leaving your outsta... Accounting Automation Bank integration Apr 7, 2026 Odoo
DAADit Group, Nick Automating Intercompany Billing Entity A supplies hours to entity B. Sounds straightforward, until the bookkeeping starts: a customer invoice at A, the same invoice entered manually as a vendor bill at B, and at the end of the quart... Automation Invoicing Multi-company Apr 2, 2026 Odoo
DAADit Group, Nick Setting Up a Marketing Automation Campaign Everyone agrees that new leads deserve a few warm-up emails before sales calls. And yet it does not happen: the first week goes well, then day-to-day business takes over. With Marketing Automation in ... Automation Email Marketing Mar 19, 2026 Odoo
DAADit Group, Nick Submitting Expense Reimbursement Requests Through the Customer Portal Sound familiar? At the end of the month the receipts come in: loose bits of paper from coat pockets, crumpled parking tickets, and at least one receipt that is accidentally claimed twice. With Odoo's ... Accounting Automation Expenses Mar 12, 2026 Odoo
DAADit Group, Nick Configure the Leave Approval Workflow Situation: leave requests come in by email, a note on the desk or a remark at the coffee machine. They get lost, are forgotten, and nobody knows exactly how many days Kim has already taken this year. ... Automation HR Notifications Mar 5, 2026 Odoo
DAADit Group, Nick Automatically Generate Purchase Proposals Using Reordering Rules Situation: your buyer keeps track of what needs reordering in a spreadsheet (or worse: in their head). That costs hours every week and regularly goes wrong. You know the result: either an empty shelf ... Automation Inventory Purchasing Feb 12, 2026 Odoo
DAADit Group, Nick Manage Subscriptions and Set Up Automatic Billing Situation: you sell monthly or annual services — maintenance contracts, hosting, a service package — and every period someone gets to key in the same invoices all over again. If that person forgets on... Automation Sales Subscriptions Feb 3, 2026 Odoo
DAADit Group, Nick Link Time Tracking to Projects and Clients Situation: employees record their hours in Excel, on scraps of paper or — worse — in their heads. At the end of the month someone gets to retype everything, and somewhere between the working week and ... Automation HR Projects Jan 29, 2026 Odoo
DAADit Group, Nick Project Billing: Time and Materials Automatically Included on the Invoice Situation: you bill on a time & materials basis and every month it's the same old story: scraping hours together from diaries, scraps of paper and your engineers' memories. By the time the invoice goe... Automation Invoicing Projects Jan 27, 2026 Odoo
DAADit Group, Nick Digitally Signing Quotes via Odoo Sign Situation: you email a quotation, the customer prints it, signs it with a pen, scans the whole thing in at an angle and emails it back. Three days later there's an illegible PDF in your inbox and the ... Automation Documents Sales Jan 20, 2026 Odoo
