PLANA Business Cloud — v18
This is the v18 user manual. It covers PLANA Business Cloud running on the Odoo 18 base, which is the current default for new customers.
Audience
Customers and tenant administrators using PLANA Business Cloud day-to-day. Use the Manual version switcher above to jump to v17 or v19 of any page.
Status
Current — released October 2024 upstream, default for new tenants since 2026-05-22. Full production support through 2027.
How this manual is organised
The left sidebar groups the manual into logical sections. The order roughly follows what people do first when they start using PLANA.
| Section | What's in it |
|---|---|
| Getting started | First login, layout, search and filter, importing your starting data, activities and reminders |
| Accounting | The biggest section — chart of accounts, invoicing, bills, payments, reconciliation, Bulgarian fiscal pack, NPR / VIES / Intrastat, reports, period closing, multi-currency |
| Sales | Customers, quotations, orders, price lists, discounts, subscriptions |
| CRM | Pipeline, leads, activities, reporting |
| Purchase | Vendors, purchase orders, receipts, three-way match |
| Inventory | Products, locations, transfers, reordering, valuation, lots and serials |
| Project (Pro and up) | Projects, tasks, timesheets, customer billing |
| HR (Pro and up) | Employees, time off, recruitment |
| PLANA extras | What we add on top of Odoo Community — SSO, user roles, subscription self-service, backups, data residency, support |
| Integrations | How each connector appears inside PLANA |
| Reference | Shortcuts, module list per edition, API access, glossary |
Quick start for a new user
If you have just been invited to a PLANA workspace, the fastest path to useful work is:
- First login — sign in with PLANA single sign-on and pick your workspace
- A tour of PLANA — the top bar, the apps menu, the user menu, the breadcrumb
- Search and filter — the one habit that saves the most time
- Open the app you actually need from the left sidebar
Quick start for an administrator
If you are setting up a freshly-provisioned tenant for your company, the order we recommend is:
- Import your starting data — contacts, products, the opening balance
- Configure the Bulgarian fiscal pack — VAT rates, fiscal positions, the NPR export
- Set up the bank journals and PSD2 connection
- Define user roles and invite the team
What's new in v18
The user-visible changes compared to v17 are small in volume but pleasant in practice — a redesigned bank-reconciliation interface, slightly tighter form layouts on invoices and quotations, richer activity hover popovers. There is nothing in v18 that requires you to re-learn how to do anything.
See Version differences for the full list.
Need help?
- Inside PLANA, click your avatar in the top right and choose Support to open the workspace's Matrix room with a PLANA engineer
- Or, see PLANA extras → Support channel
- For day-to-day operations, the AI-first interface lives in BOS