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

• Partner AnalyticOdoo 13, 15
  partner_analytic

  Lets you set a default customer analytic account and a default vendor analytic account on each contact, so invoice and bill lines automatically get the right analytic account when none is set.

• Partner Credit Limit HistoryOdoo 13
  partner_credit_limit_history

  Track every change of a partner's credit limit with a reason, and force users to change the limit through a dedicated button instead of typing it directly.

• Partner Invoicing ModeOdoo 15, 16, 17, 18, 19
  partner_invoicing_mode

  Adds an invoicing mode setting on customers and a scheduled job that automatically creates and posts invoices for sale orders that are ready to be invoiced. It is a base module used by other modules to offer different invoicing rhythms.

• Partner Invoicing Mode At ShippingOdoo 15, 16, 18, 19
  partner_invoicing_mode_at_shipping

  Adds an 'At Shipping' invoicing mode on customers so invoices are created automatically when goods are delivered, optionally after a waiting period in days.

• Partner Invoicing Mode Cash on DeliveryOdoo 16
  partner_invoicing_mode_cash_on_delivery

  Mark a payment mode as Cash on Delivery so that when a delivery is shipped, an invoice is generated automatically and can be validated automatically. Users can also see the related COD invoices directly on the delivery order.

• Partner Invoicing Mode MonthlyOdoo 16, 18
  partner_invoicing_mode_monthly

  Lets you mark customers for monthly automatic invoicing. Odoo then creates their invoices automatically once a month on a day you choose.

• Partner Last Invoice DateOdoo 16
  partner_last_invoice_date

  Adds two read-only date fields to contacts showing the most recent posted customer invoice and vendor bill, including those of child contacts. Useful to see how recently a contact was invoiced.

• Partner Restrict Payment AcquirerOdoo 13, 14, 15, 17
  partner_restrict_payment_acquirer

  Restrict which online payment providers a specific customer can use. On the customer form you pick the allowed providers, and only those appear for that customer during online payment.

• Partner Risk InsuranceOdoo 12, 13, 14, 15, 16, 17, 18
  partner_risk_insurance

  Lets you record credit-insurance details on customers and automatically marks their customer invoices as insured, plus print an invoice list report grouped by insured/uninsured customers and country.

• Product Sticker on Invoice Reports with Risk InsuranceOdoo 16, 18
  partner_risk_insurance_product_sticker_invoice_report

  Link product stickers to a credit policy company so that invoice reports only show the insurance company's sticker when the invoice is actually insured under that policy.

• Partner Risk Insurance SecurityOdoo 14
  partner_risk_insurance_security

  Makes credit insurance and credit policy fields on customer/vendor forms read-only unless the user belongs to the 'Full Access to Credit Insurance Fields' group.

• Partner StatementOdoo 12, 13, 14, 15, 16, 17, 18, 19
  partner_statement

  Print customer or vendor statements (Activity, Detailed Activity and Outstanding) as PDF, HTML or Excel from the partner form, with optional aging buckets showing how much is current, due or overdue.

• Partner Time to PayOdoo 12, 13, 14, 15, 16, 17, 18, 19
  partner_time_to_pay

  Shows how long a customer takes to pay you and how long you take to pay a vendor, with averages for this year, last year and all time, plus the actual payment date on invoices.

• Payment PartnerOdoo 16, 18
  payment_partner

  Lets you control which payment providers are offered to which customers by adding a filter mode and a customer list on each payment provider.

• Payment Require LegalOdoo 18
  payment_require_legal

  Adds a mandatory "I accept the terms and conditions" checkbox to the online payment form and records the acceptance details on the payment transaction.

• SeQura Payment ProviderOdoo 18
  payment_sequra

  Adds SeQura as a payment provider in Odoo, letting customers pay for online orders in instalments. It also sends shipment confirmations back to SeQura when deliveries are validated.

• Payment Provider: WorldlineOdoo 16
  payment_worldline

  Adds Worldline as a payment provider in Odoo, letting you accept card and local payment methods online, with saved-card payments and automatic transaction status updates.

• Portal Accounting Personal Data OnlyOdoo 15, 16, 17, 18, 19
  portal_account_personal_data_only

  Restricts portal users so they only see their own invoices and invoice lines, instead of every document of the organizations they follow. It replaces Odoo's default portal accounting access rules with stricter personal ones.

• Partner Statement from portalOdoo 14
  portal_partner_statement

  Lets a commercial partner view and download their own Outstanding Statement from the customer portal, in HTML or PDF, without contacting accounting.

• POS Analytic ConfigOdoo 12, 13, 14, 15, 16, 17, 18, 19
  pos_analytic_by_config

  Lets you set analytic distribution rules that apply only to a specific Point of Sale configuration, so POS orders and their invoices get the right analytic accounts automatically.

• Purchase Analytic (MTO)Odoo 12, 13, 14, 15
  procurement_mto_analytic

  When a sale order with an analytic account triggers a purchase order (make-to-order), the analytic account is automatically copied onto the purchase order line, so costs are tracked to the right project.

• Product AnalyticOdoo 12, 13, 14, 15, 16, 17, 18
  product_analytic

  Lets you set up analytic distribution rules directly on a product or a product category, so invoices using those products automatically get the right analytic accounts.

• Product Analytic PurchaseOdoo 14, 16
  product_analytic_purchase

  Automatically fills the analytic distribution on purchase order lines using the expense analytic account configured on the product. It is a technical glue module installed automatically with purchase and product_analytic.

• Product Analytic SaleOdoo 14, 16
  product_analytic_sale

  Automatically fills the analytic distribution on sale order lines using the income analytic account configured on the product or its category, so sales get the right analytic account without manual entry.

• Product Average Price From InvoicesOdoo 17
  product_average_price_invoice

  Shows two average prices on each product — an average purchase price from vendor bills and an average sale price from customer invoices — with a button to recompute them and a link to see the invoices behind the figure.

• Product Category TaxesOdoo 13, 14, 15, 18
  product_category_tax

  Lets you set default customer and vendor taxes on a product category and push them to all products in that category. Products can also inherit these taxes automatically when created or when their category changes.

• Product Customer code for account invoiceOdoo 18
  product_customerinfo_invoice

  Shows the customer-specific product code on customer invoices and credit notes, pulled automatically from the product's customer information.

• Product From Account Move Line LinkOdoo 13, 15, 16, 17, 18, 19
  product_form_account_move_line_link

  Adds a "Journal Items" button on product and product variant forms that shows how many journal items (invoiced lines) reference the product and opens the related list.

• Product Harmonized System CodesOdoo 12, 13, 14, 15, 16, 17, 18, 19
  product_harmonized_system

  Lets you store Harmonized System (H.S.) customs codes and product countries of origin in Odoo, so products and product categories can carry the trade data needed for import/export paperwork.

• Product Harmonized System Codes - DeliveryOdoo 12, 13, 14, 15, 16, 17, 18, 19
  product_harmonized_system_delivery

  Hides the simple HS code and country of origin fields added by the delivery module on product forms, so users only see the structured Harmonized System code and origin country from the dedicated module.

• Product Harmonized System (menu entry)Odoo 12, 13, 14, 15, 16, 17, 18, 19
  product_harmonized_system_stock

  Adds a Harmonized System (H.S.) Codes menu entry inside Odoo Inventory configuration, so users can reach the H.S. code list directly from the Inventory app.

• product_harmonized_system_tax_rateOdoo 18
  product_harmonized_system_tax_rate

  Lets you record import tax rates (duties/tariffs) per H.S. Code and country of origin, and shows the matching rate on the product form.

• Product Margin ClassificationOdoo 12, 16
  product_margin_classification

  Create margin classifications that define a target sale price from cost, markup, rounding and surcharge, then see which products are priced correctly, too cheap or too expensive and update their sale prices in one click.

• Product Refund AccountOdoo 12, 19
  product_refund_account

  Lets you set dedicated refund accounts on products and product categories, so credit notes and debit notes post to the right account instead of the normal income or expense account.

• Product Replenishment CostOdoo 12, 16, 18
  product_replenishment_cost

  Adds a "Replenishment cost" field to product variants, showing what it would cost to buy or produce the product again. By default it simply copies the product's Cost Price.

• Product Restrict Payment AcquirerOdoo 14, 17
  product_restrict_payment_acquirer

  Restrict which online payment providers customers can use at checkout based on the products in their sales order. You set allowed providers per product and choose whether the first product or all products decide the list.

• Product Margin and Margin RateOdoo 12, 14, 15, 16, 18, 19
  product_standard_margin

  Shows the margin, margin rate and markup rate directly on the product form and product list, calculated from the sale price (tax excluded) and the cost price you enter.

• Product Standard Margin SecurityOdoo 16, 18
  product_standard_margin_security

  Restricts who can see product margin information in Odoo. Only users with the product cost permission group can view the standard margin, margin rate, markup rate and VAT-excluded price fields.

• Product Customer code for account invoiceOdoo 12, 13, 14, 15, 16
  product_supplierinfo_for_customer_invoice

  Shows the customer-specific product code on invoice lines for sales documents, pulled automatically from the product's customer information.

• Purchase AnalyticOdoo 12, 13, 14, 15, 16, 17, 18, 19
  purchase_analytic

  Adds an analytic distribution field directly on purchase orders, so you can assign analytic accounts to a whole order at once and have every order line inherit the same distribution.

• Purchase Analytic Distribution Model warehouseOdoo 18
  purchase_analytic_distribution_model_warehouse

  Automatically assigns analytic distributions to purchase order lines based on the destination warehouse of the picking type. Users can define warehouse-specific analytic distribution models.

• Purchase Analytic RequiredOdoo 19
  purchase_analytic_required

  Makes the analytic distribution mandatory on the Purchase Order form, so users cannot save a purchase order without filling in the analytic account.

• Purchase Analytic TagOdoo 16, 17, 18
  purchase_analytic_tag

  Adds an "Analytic Tags" field to purchase order lines so the tags are carried over to the accounting entries created from the purchase order.

• Purchase Batch InvoicingOdoo 12, 13
  purchase_batch_invoicing

  Create vendor bills for several purchase orders at once, choosing whether to group them by purchase order or by vendor, and optionally skip lines with zero quantity.

• Purchase Create Bill ButtonOdoo 19
  purchase_create_bill_button

  Adds a "Create Bill" button directly on the purchase order form so users can generate a vendor bill from a confirmed purchase order without leaving the screen.

• Purchase invoicing no zero lineOdoo 13, 16
  purchase_invoicing_no_zero_line

  Adds an option on purchase journals to skip invoice lines with zero quantity when a vendor bill is created from a purchase order.

• Purchases order invoicing grouping criteriaOdoo 15
  purchase_order_invoicing_grouping_criteria

  Lets you define extra grouping rules for purchase orders when creating vendor bills, so orders are split into separate invoices based on fields you choose, in addition to vendor, company and currency.

• Purchase Request AnalyticOdoo 12, 13, 14, 15, 17
  purchase_request_analytic

  Adds an analytic distribution field to purchase requests, used as the default for new request lines and copied to all lines when set.

• Purchase Stock AnalyticOdoo 13, 14, 15, 16, 17, 18
  purchase_stock_analytic

  Copies the analytic distribution entered on a purchase order line to the related stock moves, so the same analytic accounts are used for both purchasing and inventory movements.

• Purchase Stock Picking Return InvoicingOdoo 12, 13, 14, 15, 16, 17, 18
  purchase_stock_picking_return_invoicing

  Adds refund handling to purchase orders: see returned and refunded quantities per line, create a vendor refund from the PO, and track refunds separately from bills.

• Purchase Stock Picking Return Invoicing Force InvoicedOdoo 12
  purchase_stock_picking_return_invoicing_force_invoiced

  Keeps a purchase order marked as 'Invoiced' even after returned goods are received back into stock, when the 'Force Invoiced' option is enabled on that order.

• Purchase UnreconciledOdoo 16, 17, 18
  purchase_unreconciled

  Shows which purchase orders still have unreconciled journal items and lets accountants reconcile them in one click, with an optional automatic write-off and tolerance warning.

• Sale AnalyticOdoo 19
  sale_analytic

  Adds an analytic distribution field on the sale order form so users can set analytic accounts once for the whole order, and it is copied to every order line. If all lines share the same distribution, the order shows it automatically.

• Sale Analytic Distribution Model warehouseOdoo 18
  sale_analytic_distribution_model_warehouse

  Lets you set up analytic distribution rules that depend on the warehouse, so sale order lines automatically get the right analytic account based on the warehouse the sale is shipped from.

• Sale Analytic TagOdoo 16, 17, 18, 19
  sale_analytic_tag

  Lets users add analytic tags to sale order lines and automatically carries those tags over to the invoice lines created from the order.

• Sale Credit Note ReversalOdoo 16, 18
  sale_credit_note_reversal

  Adds a "Revert Credit Note" button on posted customer credit notes so the reversal is created as a customer invoice linked to the sales order.

• Sale Elaboration MarginOdoo 13, 15, 18
  sale_elaboration_margin

  Adds elaboration cost, price and margin information to sale order lines, so users can see the margin generated by the elaboration products linked to a sale line.

• Sale Exception financial_riskOdoo 13
  sale_exception_financial_risk

  Adds a sale order exception rule that flags orders whose customer has financial risk messages, so sales can be blocked or warned before confirming risky orders.

• Sale Financial RiskOdoo 12, 13, 14, 15, 16, 17, 18, 19
  sale_financial_risk

  Extends partner financial risk to sales orders: it computes the un-invoiced amount of confirmed sales orders and blocks order confirmation when the customer's credit or sales-order risk limit is exceeded.

• Sale Financial Risk Confirm ActionOdoo 15
  sale_financial_risk_confirm_action

  Adds an 'Update and continue' button to the risk-exceeded warning so users can confirm a sale order despite the customer's credit risk, after applying the configured field changes.