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 Move PrintOdoo 13, 14, 15, 16, 17, 18, 19
  account_move_print

  Adds a printable PDF report for journal entries, so users can print or export an accounting move with its lines, accounts, partners, taxes and debit/credit totals.

• Account Move Propagate RefOdoo 14
  account_move_propagate_ref

  When you reverse an accounting entry in Odoo, the new draft entry keeps the same reference as the original one instead of losing it.

• Account Move Reconcile ExportOdoo 17
  account_move_reconcile_export

  Adds a 'Reconciled Moves' field on journal entries so you can export the payments and other entries reconciled against an invoice.

• Account Move Reconcile Forbid CancelOdoo 13, 15, 16, 18
  account_move_reconcile_forbid_cancel

  Prevents users from cancelling or resetting to draft any invoice or journal entry that has already been reconciled (paid).

• Account Move Reconcile HelperOdoo 12, 13, 14, 15, 16, 17, 18
  account_move_reconcile_helper

  Adds a button on Journal Items that opens a list of all lines reconciled directly or indirectly with the selected line, so you can trace the full reconciliation chain.

• Account Move Reversal Choose MethodOdoo 13, 14, 15
  account_move_reversal_choose_method

  Lets you pick the credit method when creating a credit note from a journal entry, and shows a short explanation of what each method does.

• Account Move Search LineOdoo 15
  account_move_search_line

  Adds an "Invoice Lines" search field to the invoices search view, so users can find invoices by the text of their invoice lines.

• Account Move Sent UsabilityOdoo 15, 16
  account_move_sent_usability

  Lets users filter journal entries and invoices by whether they have been sent, and shows a 'Sent' indicator on the invoice form.

• Journal Entry Sale Order completionOdoo 12, 16, 18
  account_move_so_import

  Adds two automatic matching rules that find the customer on a bank statement line by looking up a Sales Order using the line's label or payment reference.

• Account Move Sub StateOdoo 14, 15, 16, 19
  account_move_substate

  Adds a secondary status (substate) to journal entries and invoices, so you can track extra steps like 'To Verify', 'Checked' or 'Verified' on top of the standard Draft/Posted status.

• Account Move TagOdoo 17
  account_move_tag

  Lets you create coloured tags and attach them to invoices, bills and journal entries so you can classify and filter accounting documents in Odoo.

• Account Move TemplateOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_move_template

  Create reusable journal entry templates for recurring entries, then generate real journal entries from them through a wizard where you fill in or let Odoo compute the amounts.

• Account Move Tier Validation - Forward OptionOdoo 13, 14, 15
  account_move_tier_validation_forward

  Adds a Forward button on invoices and bills so a reviewer can pass the approval to another user, creating an extra approval step on the fly.

• Account Move Total By Account Internal GroupOdoo 15, 19
  account_move_total_by_account_internal_group

  Adds optional columns to the Journal Entries list showing the total balance of each entry split by account internal group (asset, liability, equity, income, expense, off-balance).

• Journal Entry transactionID importOdoo 12
  account_move_transactionid_import

  Import bank statement files that contain a transaction ID and let Odoo automatically find the matching sales order or invoice to fill in the partner and account on each statement line.

• Account Move Transfer PartnerOdoo 14, 16
  account_move_transfer_partner

  Lets you move the outstanding amount due on posted invoices, refunds or payments from one or several partners to a single destination partner, by creating and posting a new journal entry.

• Account move update analyticOdoo 14, 15, 16, 17, 18, 19
  account_move_update_analytic

  Lets accounting users change the analytic distribution on already posted journal entries and invoice lines, either one line at a time or for all lines of selected journal entries.

• Account Multi VatOdoo 13, 14, 15
  account_multi_vat

  Lets you store several VAT numbers per contact, each linked to a tax administration, and automatically picks the right one on customer invoices based on the tax administration selected.

• Account Multi Vat SaleOdoo 13
  account_multi_vat_sale

  Automatically picks the correct tax administration and customer VAT number for sales orders and customer invoices based on the delivery address country, and shows them on the sales order form and printed quotation/order.

• Multicurrency revaluationOdoo 12, 13, 14, 15, 16
  account_multicurrency_revaluation

  Generate and reverse unrealized currency revaluation entries for foreign-currency balances, and print a currency revaluation report. Configure revaluation, provision and analytic accounts per company.

• Multicurrency revaluation with monthly currency ratesOdoo 12
  account_multicurrency_revaluation_rate_type

  Lets you choose whether multicurrency revaluation uses monthly average rates or daily rates, set once in accounting settings and adjustable on the revaluation wizard.

• Account nettingOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_netting

  Lets accountants offset a partner's receivable and payable balances by creating and posting a single journal entry that reconciles the selected journal items.

• No Default AccountOdoo 14
  account_no_default

  Makes the default expense account optional on accounting journals, so users can save a journal without filling in a default account.

• Account Partner ReconcileOdoo 12, 13, 14, 15, 16, 17, 18
  account_partner_reconcile

  Adds "Match Receivables" and "Match Payables" buttons on the partner form so accountants can jump straight into the reconciliation screen filtered on that partner and its receivable or payable account.

• Account Partner RequiredOdoo 12, 14, 16, 17, 18, 19
  account_partner_required

  Adds a 'Partner Policy' setting on each accounting account so you can require, forbid or leave optional the partner on journal items posted to that account.

• Account Payment Base OCAOdoo 18, 19
  account_payment_base_oca

  Extends Odoo's native payment methods so a payment method can be linked to a fixed bank account or to a variable one chosen later, and lets you show partially masked customer bank account numbers on invoices.

• Account Payment Base OCA - SaleOdoo 18, 19
  account_payment_base_oca_sale

  Adds a preferred payment method to sale orders, shows it in the Sales analysis report and prints payment instructions on quotations and orders.

• Account Payment Batch OCAOdoo 18, 19
  account_payment_batch_oca

  Create and manage payment orders and debit orders in Odoo, grouping invoice journal items into payment lines, generating bank files, and tracking the whole process from draft to uploaded.

• Account Payment Batch OCA ReconcileOdoo 18
  account_payment_batch_oca_reconcile

  Adds tabs in the bank statement reconciliation screen to select a payment or debit lot, automatically filling in all the matching journal items so the statement line can be reconciled in one click.

• Account Payment Batch - Tier ValidationOdoo 18
  account_payment_batch_oca_tier_validation

  Adds an approval workflow to payment and debit orders, so they must be reviewed and validated by designated approvers before they can be confirmed.

• Account Payment Batch ProcessingOdoo 14, 15, 16
  account_payment_batch_process

  Pay several customer invoices or vendor bills at once from a single screen, with the option to leave invoices partly open or write off the unpaid difference to an account.

• Discount on batch paymentsOdoo 14, 16
  account_payment_batch_process_discount

  Apply early-payment discounts when paying invoices in batch. Odoo calculates the discount automatically, shows a discount date on invoices, and lets you filter invoices that still qualify for the discount.

• Credit Card PaymentsOdoo 12, 14, 16, 18
  account_payment_credit_card

  Lets you flag a bank journal as a credit card journal and pick the credit card company. When entries are posted in that journal, Odoo automatically creates the offsetting lines that transfer the payable to the credit card company.

• Account Payment DiscountOdoo 19
  account_payment_discount

  Lets you pay invoices early and automatically book the early payment discount, including discounts linked to refunds, when preparing payments in batch.

• Account Payment Internal TransferOdoo 18
  account_payment_internal_transfer

  Lets accountants register money transfers between two bank or cash journals directly from a payment, automatically creating the matching payment in the destination journal.

• Payment Counterpart LinesOdoo 14, 16, 18
  account_payment_line

  Adds a "Counterpart Lines" tab to payments so you can split a payment across several invoices, add extra lines (fees, commissions, interest) and set write-off accounts. A button proposes the distribution automatically, oldest due date first.

• Payment Counterpart Lines Import XLSXOdoo 14, 16
  account_payment_line_import

  Import payment distribution lines into a draft payment from an Excel file. The button "Import Payment Distribution" appears on the payment form and fills the counterpart lines automatically.

• Account Payment MandateOdoo 18, 19
  account_payment_mandate

  Create and manage customer direct debit mandates, link them to bank accounts, and use them on invoices and payment orders to ensure direct debits are properly authorized.

• Account Payment Mandate SaleOdoo 18, 19
  account_payment_mandate_sale

  Adds a Direct Debit Mandate field to sale orders, automatically filled from the customer's valid mandate when the chosen payment method requires one, and copies it to the invoice.

• Account Payment Method BaseOdoo 18, 19
  account_payment_method_base

  Adds a screen to view and manage the technical payment methods used by Odoo payments, with a list, a form and a search view under the Accounting menu.

• Account Payment Method Base + Payment Mode GlueOdoo 18
  account_payment_method_base_mode

  Technical glue module that unifies the payment method screens so Odoo shows a single, consistent interface for payment methods instead of two competing ones.

• Account Payment Method Fs StorageOdoo 16
  account_payment_method_fs_storage

  Lets you pick a file storage on a payment method so that payment files are automatically uploaded there when generated, and marks the payment order as uploaded.

• Account Payment ModeOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_mode

  Lets you define payment modes (how customers pay you and how you pay suppliers) and assign them to contacts and invoices, so invoices are automatically routed to the right bank journal and the invoice report can show the bank account number.

• Account Payment Mode Default AccountOdoo 14
  account_payment_mode_default_account

  Lets you set default receivable and payable accounts on each payment mode, so invoices using that payment mode automatically use those accounts instead of the customer's usual ones.

• Payment Register with Multiple DeductionOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_multi_deduction

  Adds a new option in the Register Payment wizard to mark an invoice as fully paid using several deduction lines instead of a single write-off amount. Each deduction can have its own account, label, amount and analytic distribution.

• Account Payment NettingOdoo 12
  account_payment_netting

  Lets you settle a customer invoice and a supplier invoice of the same partner against each other in one payment, instead of paying each one separately.

• Account payment notificationOdoo 15, 16, 18, 19
  account_payment_notification

  Automatically notify customers by email or SMS when a payment or debit order is marked as sent, and optionally block sending if the customer cannot be reached.

• Account Payment OrderOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_order

  Lets accounting users group invoices and bills into payment orders and debit orders, confirm them, generate a payment file and mark them as uploaded, with the related journal entries and payments created automatically.

• Account Payment Order - Generate grouped movesOdoo 14, 15, 16, 17, 18, 19
  account_payment_order_grouped_output

  Adds an option to create one grouped journal entry per payment date for a payment or debit order, so large orders are easier to reconcile with bank statements.

• Account Payment Order Lock DraftOdoo 14
  account_payment_order_lock_draft

  Prevents resetting invoices or journal entries to draft when they are linked to a payment order. If you try, Odoo shows an error and blocks the action.

• Account Payment Order NotificationOdoo 13, 14, 16, 17, 18, 19
  account_payment_order_notification

  Adds a 'Send mails' button on payment and debit orders so you can email each partner a list of their transactions, and keeps a history of who was notified.

• Account Payment Order ReturnOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_order_return

  Adds an option in the wizard that creates payment order lines so you can choose whether to include move lines coming from returned payments. By default those returned lines are left out.

• Account Payment Order Sequence Payment ModeOdoo 14
  account_payment_order_sequence_payment_mode

  Lets you choose a specific numbering sequence for payment orders on each payment mode, so new payment orders are automatically numbered using that sequence.

• Account Payment Order Tier ValidationOdoo 12, 13, 14, 16, 18
  account_payment_order_tier_validation

  Adds an approval workflow to Payment Orders: before a draft payment order can be confirmed, the reviewers you configure must validate it. A new "Needs my Review" filter helps reviewers find orders waiting for them.

• Account Payment Order EmailOdoo 14, 16
  account_payment_order_vendor_email

  Automatically emails vendors a remittance advice when a payment order is uploaded, and lets you send it manually with a button. You can enable this per payment mode and choose the email template.

• Account Payment Paired Internal TransferOdoo 14
  account_payment_paired_internal_transfer

  Lets you record an internal transfer between two bank or cash journals as a single payment; when you post it, Odoo automatically creates the matching payment in the destination journal and reconciles both.

• Account Payment PartnerOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_partner

  Set default payment modes on customers and suppliers, and let Odoo fill the payment mode automatically on invoices and journal items. Control how the bank account appears on the printed invoice.

• Account Payment Promissory NoteOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_promissory_note

  Mark customer payments as promissory notes and set a due date on them. The due date is automatically filled from the invoices being paid and is carried over to the accounting entry.

• Account Payment PurchaseOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_purchase

  Adds a Payment Mode and a Supplier Bank Account on purchase orders, filled automatically from the supplier and carried over to the supplier invoice.

• Account Payment Purchase StockOdoo 13, 14, 15, 16, 17, 18, 19
  account_payment_purchase_stock

  Automatically copies the supplier's payment mode and bank account onto purchase orders created by stock rules (make-to-order or drop shipping).