Introduction
One of the most impressive features of Odoo is its ability to support Business Management from any country. This can be seen thanks to its adaptability to configure the entire accounting module, following the required standards in each tax location.
Tax localization means that your company will comply with the requirements for taxes, fiscal positions, chart of accounts, financial reports, and even legal declarations required by your tax authority. In the case of Mexico: the SAT.
The Odoo modules for Mexican localization will allow you to electronically sign your invoices according to SAT regulations, in effect since January 1, 2022. They also include important accounting reports such as the DIOT (Informative Declaration of Operations with Third Parties).
Note: To electronically sign any document in Odoo, make sure you have the Signature application installed.
Configuration
Requirements
Before configuring the Mexican localization modules in Odoo, you need:
- To be registered with the SAT and have a valid RFC.
- To have a Digital Seal Certificate (CSD).
- To choose a PAC (Authorized Certification Provider).
- To know and have experience in invoicing, sales, and accounting in Odoo.
Module Installation
Install the following modules to have all the functions of the Mexican localization. The accounting and contacts modules are mandatory:
Mexico - Accounting (l10n_mx): Includes accounting features for Mexican localization, such as the most used taxes and the SAT chart of accounts.
EDI for Mexico (l10n_mx_edi): Allows generating and validating electronic documents according to SAT specifications, including invoices and payment complements.
EDI v4.0 for Mexico (l10n_mx_edi_40): Necessary to create XML documents with CFDI 4.0 specifications.
Reports of the Mexican localization of Odoo (l10n_mx_reports): Adapts the reports for Mexican electronic accounting, such as the chart of accounts and the trial balance.
Mexico - Closing localization reports (l10n_mx_reports_closing): Necessary to create the closing entry (month 13).
XML export of Mexican policies from Odoo (l10n_mx_xml_polizas): Allows the export of XML files of your journal entries for audits.
Link module for the export of Mexican policies in XML to EDI (l10n_mx_xml_polizas_edi): Complements the l10n_mx_xml_polizas module.
Note: If you create a database from scratch and choose Mexico as the country, Odoo will automatically install the Mexico - Accounting, EDI for Mexico, and EDI v4.0 for Mexico modules.
The following modules are optional and are recommended to be installed only if you need them for a specific requirement:
EDI for Mexico (advanced functions) (l10n_mx_edi_extended): Adds the foreign trade complement to invoices.
EDI v4.0 for Mexico (COMEX) (l10n_mx_edi_extended_40): Adapts the l10n_mx_edi_extended module for CFDI 4.0.
Mexico - Electronic delivery guide (l10n_mx_edi_stock): Allows creating a Carta Porte, an electronic document that proves the shipment of goods.
Electronic delivery guide for Mexico CFDI 4.0 (l10n_mx_edi_stock_40): Adapts the l10n_mx_edi_stock module for CFDI 4.0.
Mexican localization of Odoo for inventory and shipping (l10n_mx_edi_landing): Allows managing commercial identification numbers (NICO) related to shipping costs in electronic documents.
Solutions
We invite you to a live demo where you can see how your company's management can be carried out efficiently and using Artificial Intelligence to save you time in your accounting processes.