OCA accounting and finance modules for Odoo

Confirmed modules per version

OCA repositories in this area

• account-invoicing 174
• account-financial-tools 96
• account-analytic 70
• account-payment 65
• bank-statement-import 53
• account-reconcile 43
• account-fiscal-rule 30
• bank-payment 29
• account-invoice-reporting 27
• account-closing 22
• credit-control 20
• margin-analysis 18
• account-financial-reporting 15
• bank-payment-alternative 11
• intrastat-extrastat 10
• currency 9
• mis-builder-contrib 5
• mis-builder 3
• account-budgeting 2
• account-consolidation 2

Other areas

• Sales
• CRM and marketing
• Purchases
• Inventory and logistics
• Manufacturing and maintenance
• Products and catalogue
• Human resources
• Projects and timesheets
• Field service and customer support
• Point of sale
• Website and e-commerce
• Country localisations
• Contracts and documents
• Integrations, EDI and connectors
• Industries and verticals
• Technical tools and administration

Modules in this area

• Account Account Constraint CodeOdoo 14
  account_account_constraint_code

  Prevents changing the code of an account once it has journal items, protecting accounting consistency.

• Account Account Tag CodeOdoo 16, 17, 19
  account_account_tag_code

  Adds a short code field to account tags so you can identify and search them reliably, even when tag names are translated.

• Account Analytic Account TagOdoo 16, 17
  account_analytic_account_tag

  Adds a Tags field to analytic accounts so you can label and group them by categories. Tags appear on the analytic account form, list and search views.

• Account Analytic Default AccountOdoo 12
  account_analytic_default_account

  Lets you set a default analytic account based on the general ledger account, so invoice and journal entry lines automatically get the right analytic account when that account is used.

• Purchase Analytic DefaultOdoo 12
  account_analytic_default_purchase

  Automatically fills in the analytic account on purchase order lines based on the product, vendor and company, using the analytic default rules already configured in Odoo.

• Account analytic distribution manualOdoo 16, 17, 18
  account_analytic_distribution_manual

  Lets users save named analytic distributions and quickly apply them to invoices, journal items and other records, instead of re-entering analytic accounts by hand each time.

• Account analytic distribution manual dateOdoo 17
  account_analytic_distribution_manual_date

  Adds start and end dates to manual analytic distributions, so only distributions valid for the invoice date are offered and used. It also blocks saving an invoice when its date falls outside the distribution's period.

• Account Analytic Distribution Model RecalculateOdoo 17, 19
  account_analytic_distribution_model_recalculate

  Adds start and end dates to analytic distribution models and lets you recalculate or synchronize the analytic distribution of journal items that were assigned by those models.

• Account Analytic Distribution RequiredOdoo 12, 14
  account_analytic_distribution_required

  Adds two new analytic policies to control analytic distributions on journal items: 'Always (analytic distribution)' and 'Always (analytic account or distribution)'. It also enforces that an analytic account and an analytic distribution cannot be used…

• Account Analytic Distribution Widget RebalanceOdoo 17
  account_analytic_distribution_widget_rebalance

  Adds a Rebalance button to the analytic distribution popup so users can automatically adjust a line's percentage to bring the plan total back to 100%.

• Account Analytic Document DateOdoo 16, 17
  account_analytic_document_date

  Adds an 'Analytic Document Date' to invoices, bills, bank statement lines and analytic entries, so you can record the period when income or expense really happened, separate from the invoice date.

• Account analytic line commercial partnerOdoo 18, 19
  account_analytic_line_commercial_partner

  Adds a Commercial Entity field to analytic items, automatically filled from the item's partner, and lets users group analytic items by this commercial entity.

• Account Analytic Line Name TextOdoo 12, 17
  account_analytic_line_name_text

  Allows users to enter long, multi-line descriptions on analytic accounting lines instead of being limited to a short single-line label.

• Account Analytic MaintenanceOdoo 18
  account_analytic_maintenance

  Adds an Accounting section to maintenance equipment records so users can store an analytic distribution (cost centers/analytic accounts) directly on each piece of equipment.

• Account Analytic No LinesOdoo 14
  account_analytic_no_lines

  This module stops Odoo from creating separate analytic entries from journal items and hides the related analytic entry menus, so you can do your analytic reporting directly on journal items instead.

• Account Analytic OrganizationOdoo 16, 17, 18
  account_analytic_organization

  Lets you tag contacts with an "Analytic Organization" and automatically shows that tag on analytic lines and journal items, so you can filter and group costs and revenues by organization.

• Account Analytic ParentOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_analytic_parent

  Lets you organise analytic accounts in a parent/child tree, so costs and revenues can be analysed at any level of a hierarchy. Each account shows its full path name and its depth level.

• Account Analytic Parent Plan RestrictOdoo 18
  account_analytic_parent_plan_restrict

  Prevents an analytic account from being linked to a parent or child that belongs to a different analytic plan, keeping each hierarchy inside one plan.

• Account Analytic RequiredOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_analytic_required

  Adds a per-account analytic policy so Odoo can force, forbid, or only require analytic accounts on journal entries. Accountants get an error when the rule is broken.

• Root Analytic AccountOdoo 12, 16
  account_analytic_root

  Adds a computed field on analytic accounts showing the top-most parent account in the hierarchy, so users can group and report on entire analytic account trees.

• Account Analytic SequenceOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_analytic_sequence

  Automatically gives every analytic account a unique reference code (like AA001) and prevents two analytic accounts in the same company from sharing the same code.

• Account Analytic Spread by TagOdoo 17, 18
  account_analytic_spread_by_tag

  Lets you mark an analytic tag so that journal item amounts carrying that tag are automatically split equally across all analytic accounts linked to the same tag.

• Account Analytic TagOdoo 16, 17, 18, 19
  account_analytic_tag

  Lets you create coloured analytic tags and attach them to invoice lines and analytic entries, so you can categorise costs and revenues beyond analytic accounts.

• Account Analytic Tag DefaultOdoo 13, 14, 15
  account_analytic_tag_default

  Lets you set default analytic tags on an analytic account so that invoices and journal items using that account automatically get those tags when no other tag is chosen.

• Account Analytic Tag DistributionOdoo 16
  account_analytic_tag_distribution

  Lets you set an analytic distribution directly on an analytic tag, so that any journal item using that tag automatically gets its analytic lines split according to the tag's distribution.

• Analytic Accounting support for WIP and VariancesOdoo 14
  account_analytic_wip

  Track work in progress and cost variances on analytic accounts. Odoo creates tracking items, compares planned versus actual costs, and posts WIP and variance journal entries automatically.

• Account Asset Batch ComputeOdoo 12, 13, 14, 15, 16
  account_asset_batch_compute

  Adds a "Batch Processing" option to the Compute Assets wizard so asset depreciation entries can be generated in the background instead of all at once.

• Assets - Compute Depre. in BatchOdoo 14, 15, 18
  account_asset_compute_batch

  Create depreciation batches for assets and track each computation run in one record. You can compute all asset profiles at once, see the depreciation amount per profile, and optionally delay the accounting posting.

• Asset Force AccountOdoo 17, 18, 19
  account_asset_force_account

  Lets you override the default asset, depreciation and depreciation expense accounts directly on the asset form, instead of always using the accounts defined in the asset profile.

• Assets from ExpensesOdoo 14
  account_asset_from_expense

  Lets you turn an employee expense into a fixed asset. On an expense line you pick an Asset Profile, and when the expense is posted Odoo creates the asset automatically and links it to the accounting entry.

• Assets Management - Low Value AssetOdoo 14, 15, 16, 18
  account_asset_low_value

  Flags assets whose profile uses an expense account and zero years as Low Value Assets, so they carry no residual value, skip depreciation, and can be removed by simply changing their status without any accounting entry.

• Assets ManagementOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_asset_management

  Manage company assets and their depreciation in Odoo: create assets manually or from accounting entries, generate depreciation schedules and journal entries, and remove or sell assets with the corresponding accounting entries.

• Assets Management MenuOdoo 13, 14, 15
  account_asset_management_menu

  Moves the Assets menu so it appears under the Accounting menu, making asset management reachable in both Odoo Community and Enterprise.

• Assets Management Stock LotOdoo 16, 17
  account_asset_management_stock_lot

  Link a lot or serial number from your stock to an asset, so you can see which asset corresponds to which tracked product unit.

• Assets NumberOdoo 14, 15, 16, 18
  account_asset_number

  Adds an asset number field to assets, which can be filled manually or generated automatically from a sequence defined on the asset profile. It also lets you print asset number labels with barcode or QR codes.

• Assets Management - Create asset during stock moveOdoo 14
  account_asset_stock_move

  Create fixed assets automatically when a stock receipt is validated, instead of waiting for the vendor bill. A smart button on the transfer shows how many assets were created and links to them.

• Asset Transfer from AUC to AssetOdoo 14, 15, 16, 18
  account_asset_transfer

  Lets accountants move the cost of assets under construction (AUC) into finished assets, creating the transfer journal entry and the new asset records automatically.

• Avalara Avatax ConnectorOdoo 13
  account_avatax

  Connect Odoo to Avalara AvaTax to automatically calculate US/Canada sales tax on invoices and record them in your Avalara account. Validate customer and company addresses, manage tax exemption codes, and map products to AvaTax tax codes.

• Avatax ExemptionsOdoo 14, 16, 18
  account_avatax_exemption

  Connect Odoo to Avalara AvaTax so customer tax exemption certificates and product tax codes can be exported to and downloaded from AvaTax, and so custom exemption rules can be managed per state.

• Avatax Exemptions BaseOdoo 14, 15, 16, 18
  account_avatax_exemption_base

  Set up Avalara AvaTax exemption data in Odoo: groups of states, exemption types, activity types, and customer exemptions with per-state certificate lines.

• Avalara Avatax Certified ConnectorOdoo 14, 15, 16, 17, 18
  account_avatax_oca

  Connect Odoo to Avalara AvaTax to automatically calculate US/Canada sales tax on invoices and sale orders, validate customer addresses, and record or void tax transactions in AvaTax.

• Account Avatax OCA LogOdoo 16, 18
  account_avatax_oca_log

  Records every Avatax tax API call made by Odoo and lets you review them from an Avatax log menu. It also counts daily calls and can email selected users when a configurable limit is exceeded.

• Avalara Avatax Certified Connector for Repair OrdersOdoo 14, 16
  account_avatax_repair_oca

  Adds Avalara AvaTax automatic tax calculation to Repair Orders, including exemption handling and tax amounts on repair lines and fees.

• Avalara Avatax Connector for Sales OrdersOdoo 13
  account_avatax_sale

  Adds Avalara AvaTax tax calculation to sales orders, so taxes are computed automatically from the Avatax service when a quotation is confirmed. It also manages customer tax exemption numbers and whether tax is based on the shipping address.

• Avalara Avatax Certified Connector for Sales OrdersOdoo 14, 15, 16, 17, 18
  account_avatax_sale_oca

  Adds Avalara AvaTax tax calculation directly to Sales Orders, so taxes are computed by the AvaTax service and stored on the order and its lines. Users can also manage customer exemption numbers and choose whether tax is based on the shipping or invoice…

• Avalara Avatax Connector for EcommerceOdoo 14, 16, 17, 18
  account_avatax_website_sale

  Automatically recalculates sales taxes with Avalara AvaTax for online shop orders before the customer reaches the payment page.

• Balance on journal itemsOdoo 12, 13, 14, 15
  account_balance_line

  Adds a Balance column with a total to journal item (move line) lists in Accounting, so users can see the running balance of the lines they are viewing.

• Bank Reconciliation ReportOdoo 13
  account_bank_reconciliation_summary_xlsx

  Adds an XLSX bank reconciliation report that compares the accounting balance of a bank account with the balance at the bank, listing unreconciled journal items and draft bank statement lines.

• Account Bank Statement Cascade DeleteOdoo 18
  account_bank_statement_cascade_delete

  When you delete a bank statement in Odoo, this module also deletes all the bank statement lines that belonged to it, instead of leaving them behind as separate journal entries.

• Chatter on bank statementsOdoo 12, 16, 17
  account_bank_statement_chatter

  Adds a chatter to bank statements so users can log notes, attach files, schedule activities and follow conversations directly on each statement.

• Clear all partners in bank statement linesOdoo 12, 13, 15
  account_bank_statement_clear_partner

  Adds a 'Clear partners' button on bank statements that removes the partner assigned to every line that has not yet been reconciled.

• Reconcile entries from pseudo bank statementsOdoo 13
  account_bank_statement_clearing_account

  Automatically reconciles the clearing account entries created by pseudo bank statements when you confirm a statement, and undoes that reconciliation when you reopen it.

• Adyen statement importOdoo 13
  account_bank_statement_import_adyen

  Import Adyen settlement detail reports (CSV/Excel) as bank statements in a dedicated journal, matching each Adyen merchant account to a journal. Fees such as commission, markup, scheme fees and interchange are grouped into one extra line.

• Bypass check Bank statement importOdoo 12
  account_bank_statement_import_bypass_check

  Lets accountants import a bank statement even when the statement's bank account does not match the selected journal, by showing a warning and a 'force this import' option.

• CAMT Format Bank Statements ImportOdoo 12, 13
  account_bank_statement_import_camt_oca

  Import bank statements in SEPA CAMT.053 and CAMT.054 XML format, including zipped files, directly into Odoo's bank statement import screen.

• Guess partner on import of statement linesOdoo 13
  account_bank_statement_import_guess_partner

  When you import a bank statement, Odoo tries to fill in the customer or vendor automatically by matching the transaction reference or label against invoices and sales orders.

• Bank statement import move linesOdoo 12, 13, 15
  account_bank_statement_import_move_line

  Adds an "Import Journal Items" button on open bank statements that opens a wizard to filter, select and turn existing journal items into bank statement lines.

• Bank Account Camt54 ImportOdoo 13
  account_bank_statement_import_oca_camt54

  Import CAMT.054 payment detail files into Odoo and automatically match customer invoices using the payment reference. It also fills in the statement closing balance and can find the customer from the Swiss ISR reference.

• Import OFX Bank StatementOdoo 12, 13
  account_bank_statement_import_ofx

  This module lets you import bank statements in OFX format directly into Odoo, so you can reconcile bank transactions without manual entry.

• Online Bank StatementsOdoo 12, 13
  account_bank_statement_import_online

  Lets you configure bank journals to fetch statements automatically from an online provider, and pull them on demand or on a schedule. This module is the base framework; actual bank connections come from separate provider modules.