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Forgifi

Information about the Forgifi instance of Odoo, the Open Source ERP.

Installed Applications

Sales
From quotations to invoices
Invoicing
Invoices & Payments
CRM
Track leads and close opportunities
Website
Enterprise website builder
Purchase
Purchase orders, tenders and agreements
Project
Organize and plan your projects
Expenses
Submit, validate and reinvoice employee expenses
Employees
Centralize employee information
Account Financial Reports
OCA Financial Reports
Forgifi Books
Forgifi's own accounting app: overview, bank & card feeds (Plaid), reconciliation, financial statements
Audit Trail
Records what everyone does in Odoo: screens opened, changes made, buttons pressed, logins and exports
Forgifi Clients
Contractor client accounts, Meta campaigns and daily results synced from GoHighLevel and Meta Ads
Customizer
Add your own fields to Forgifi screens and adjust what they show — no code, fully reversible
Exception Center
Tells you when something needs attention: slow leads, missed follow-ups, failing syncs, overdue invoices, uncategorized money
Shipping Labels
FedEx shipments from Odoo: check the address, compare rates, print the label
Freight Audit
Check carrier invoices against the contract and claim back what was overbilled
Logistics Desk
Requests sent to the logistics mailbox, sorted by case type and worked to done
MIS Builder
Build 'Management Information System' Reports and Dashboards
Discuss
Chat, mail gateway and private channels
Contacts
Centralize your address book
Calendar
Schedule employees' meetings
To-Do
Organize your work with memos and to-do lists
Skills Management
Manage skills, knowledge and resume of your employees

Installed Localizations / Account Charts

United States - Localizations
United States - Accounting