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

• Register Payment keep amountOdoo 14
  account_payment_register_keep_amount

  Adds a 'Keep previous amount' checkbox to the Register Payment wizard so the amount you typed is not recalculated when you change the payment journal.

• Account Payment RepairOdoo 12
  account_payment_repair

  Adds a Payment Mode field to Repair Orders, automatically filled from the customer and copied to the invoice created from the repair order. The payment mode note also appears on the printed repair order.

• Account Payment Residual AmountOdoo 12
  account_payment_residual_amount

  Shows the residual amount (the part of a payment not yet reconciled) on customer and vendor payments, both in the payment list and on the payment form.

• Account Payment ReturnsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_return

  Record customer payment returns (bounced cheques, rejected transfers) and automatically reopen the related invoices so the debt is still owed. Track the return history and see which invoices have a returned payment.

• Partner Payment Return RiskOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_return_financial_risk

  Adds a new risk category for returned customer payments on the partner form, so you can set a limit and include returned payments in the partner's financial risk. When the limit is exceeded, the partner is blocked from confirming sale orders.

• Account Payment Return ImportOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_return_import

  Import bank payment return files (CSV or ZIP) to automatically create payment returns in Odoo, with duplicate detection and optional automatic matching.

• Account Payment Return Import Iso20022Odoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_return_import_iso20022

  Import bank payment return files in ISO 20022 formats (pain.002, camt.053, camt.054) to automatically create payment return records in Odoo, including matching returned lines to existing payments and providing standard return reason codes.

• Account Payment SaleOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_sale

  Adds a Payment Mode field to sale orders, automatically filled from the customer and carried over to the customer invoice. The payment mode note also appears on the printed quotation/sales order.

• Outbound payments: select accountOdoo 12
  account_payment_select_cost_account

  Lets you choose a specific cost account for outbound payments, instead of being limited to the default payable account. Useful for tracking payments like taxes or penalties that aren't linked to an invoice.

• Account Payment SEPA BaseOdoo 18, 19
  account_payment_sepa_base

  Technical foundation module that adds SEPA/PAIN payment file fields and settings to Odoo, without providing any user-facing feature on its own. It prepares payment lines, lots, orders and companies so the SEPA Credit Transfer and Direct Debit modules can…

• Account Payment SEPA Credit TransferOdoo 18, 19
  account_payment_sepa_credit_transfer

  This module lets you generate SEPA Credit Transfer XML files (ISO 20022 PAIN) for outgoing payments to suppliers, including instant transfers and non-SEPA wire transfers.

• Account Payment SEPA Direct DebitOdoo 18, 19
  account_payment_sepa_direct_debit

  Generate SEPA Direct Debit XML payment files (PAIN 008.001.02, 008.001.08 and 008.003.02) from payment orders, and manage SEPA Core/B2B mandates, including printing mandate forms and automatic expiry of unused mandates.

• Account Payment Show InvoiceOdoo 12, 13, 18
  account_payment_show_invoice

  Adds a column to the Payments list showing which invoices each payment is linked to, and lets you filter or search payments by those invoices.

• Account Payment Register - Keep DraftOdoo 18
  account_payment_state_keep_draft

  Lets you choose, per company, whether payments created with the Register Payment wizard stay in Draft or are posted immediately, for both customer and vendor payments.

• Account Payment Terms DiscountOdoo 14, 16
  account_payment_term_discount

  Configure early payment discounts on payment terms and let Odoo automatically calculate and apply the discount when registering a customer or vendor payment.

• Payment Term ExtensionOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_payment_term_extension

  Extends payment terms with rounding, weeks/months delays, multiple payment days, holiday postponement and sequential due dates. Users can also base a line on the untaxed amount instead of the taxed total.

• Account Payment Term Partner HolidayOdoo 12, 13, 14, 15, 16
  account_payment_term_partner_holiday

  Lets you record holiday periods on a customer or vendor so invoice due dates are automatically moved to the next working day, avoiding due dates that fall inside those holidays.

• Payment Term - Partner Payment DaysOdoo 17
  account_payment_term_partner_paydays

  Lets you set specific payment days for each customer or vendor, which then override the payment days configured in the payment term when Odoo calculates invoice and bill due dates.

• Payment Term RestrictionOdoo 13, 15, 16
  account_payment_term_restriction

  Lets you mark each Payment Term as usable only for Sales, only for Purchases, or for All, and blocks users from picking a wrong-type Payment Term on invoices, credit notes, bills or refunds.

• Payment Term Restriction PurchaseOdoo 13, 16
  account_payment_term_restriction_purchase

  Restricts which payment terms can be used on purchase orders and on vendor records, so only terms marked as applicable to purchases (or to all) are allowed.

• Payment Term Restriction SaleOdoo 13, 16
  account_payment_term_restriction_sale

  Restricts which payment terms can be used on sales orders and customer records, so only terms marked as applicable to Sales or All can be selected.

• Payment Term SecurityOdoo 13, 15, 17
  account_payment_term_security

  Restricts who can change payment terms on customer/supplier records and invoices. Users without the new "Change payment terms in partners and invoices" permission see those fields as read-only.

• Account Payment TerminalOdoo 14
  account_payment_terminal

  Lets you pay invoices with a physical card payment terminal. Configure terminals and journals, then start a card transaction directly from the payment registration screen.

• Payment Tier ValidationOdoo 18
  account_payment_tier_validation

  Adds an approval workflow to vendor and customer payments: payments can require one or more reviewers before they can be confirmed, and users can filter payments that need their review or are already validated.

• Account Payment View Check NumberOdoo 14
  account_payment_view_check_number

  Adds the check number column to the Vendor Payments list, so users can see the check number directly in the payments list instead of opening each payment.

• Account Payment Widget AmountOdoo 12, 14, 15, 16, 17, 18
  account_payment_widget_amount

  Lets you choose how much of an outstanding payment or credit note to apply to an invoice, instead of always applying the full amount. A small pop-up appears when you click the outstanding item in the invoice form.

• Payroll Sheet ImporterOdoo 17, 18, 19
  account_payroll_sheet_import

  Lets accountants import an Excel payroll sheet and automatically create a draft journal entry in Odoo, using saved column-to-account mappings and matching each row to an employee by ID or passport number.

• Permanent Lock MoveOdoo 12
  account_permanent_lock_move

  Adds a Permanent Lock Date to accounting settings that irreversibly blocks any creation, change or cancellation of journal entries dated on or before that date, for good fiscal year closing.

• Website Hide InvoiceOdoo 12, 15
  account_portal_hide_invoice

  This module hides the Invoices section from the customer portal, so customers can no longer see or open their invoices online.

• Account Portal Invoice SearchOdoo 12, 13, 15, 18
  account_portal_invoice_search

  Lets customers search their invoices and bills in the Odoo customer portal by invoice number or payment reference, instead of only browsing the list.

• Account Portal Invoice Search By LotOdoo 13, 15
  account_portal_invoice_search_by_lot

  Lets customers search their invoices and bills in the Odoo customer portal by the lot or serial number of the products they bought.

• Account Product - Fiscal ClassificationOdoo 12, 13, 14, 16, 18
  account_product_fiscal_classification

  Lets you define ready-made combinations of purchase and sale taxes (fiscal classifications) and assign one to each product, instead of picking taxes manually. You can also set rules that forbid certain tax combinations for certain product categories.

• Account Product - Fiscal Classification / TestingOdoo 12, 13, 14
  account_product_fiscal_classification_test

  Technical test module that adds demo tax templates and a demo fiscal classification template used to check the fiscal classification features of the accounting modules. It is not meant for production use.

• Account Purchase Stock Report Non BilledOdoo 13, 15, 16, 17
  account_purchase_stock_report_non_billed

  Extends the non-billed stock report to include stock moves coming from purchase orders, so users can see received goods that have not yet been invoiced by vendors.

• Base for Receipt ManagementOdoo 14
  account_receipt_base

  Adds receipt handling to accounting: flag partners and fiscal positions for receipts, see a Receipts button and total on the partner form, and filter receipts in the invoices statistics report.

• Receipts JournalsOdoo 14, 15, 16, 18, 19
  account_receipt_journal

  Lets you mark sale and purchase journals as exclusive to receipts, so customer and vendor receipts automatically use those journals and normal invoices cannot.

• Receipt PrintingOdoo 14
  account_receipt_print

  Adds a dedicated 'Receipts' PDF report so you can print sales and purchase receipts from accounting entries, and prevents mixing receipts with invoices when printing.

• Receipts from salesOdoo 14
  account_receipt_sale

  This module lets you create receipts (out_receipt) directly from sale orders instead of regular invoices. A 'Receipts' checkbox on the sale order controls whether the generated document is a receipt, and a smart button shows how many receipts exist.

• Receipts Print and SendOdoo 15, 16, 18
  account_receipt_send

  Adds a Send button on receipt documents so you can email the receipt PDF to the customer using a dedicated receipt email template.

• Analytic tags in account reconciliationOdoo 16, 18, 19
  account_reconcile_analytic_tag

  Lets accountants add analytic tags while reconciling bank statement lines and while setting up reconciliation models, so tagged costs and revenues are carried into the journal entries created during reconciliation.

• Account Reconcile Due DateOdoo 18
  account_reconcile_due_date

  Adds a Due date field on bank statement lines and, when the line is reconciled, copies that date onto the journal items' maturity date.

• Exclude accounts during reconciliationOdoo 14
  account_reconcile_exclude_account

  Lets you list accounts on a journal that should never appear as matching candidates in the bank reconciliation widget, so those journal items are hidden from the reconciliation suggestions.

• Account Reconcile Match RegexOdoo 16
  account_reconcile_match_regex

  Adds a regular expression field to reconciliation models so Odoo can extract the invoice number from a payment reference and use it to match bank statement lines with invoices.

• Account Reconcile Model OcaOdoo 17, 18
  account_reconcile_model_oca

  Adds reconciliation model rules back to Odoo Community so bank statement lines can be automatically matched with invoices, bills and other journal items, with optional write-offs and payment tolerance.

• Account Reconciliation Model Strict Match AmountOdoo 13, 14
  account_reconcile_model_strict_match_amount

  Adds a 'Strict Amount Matching' option to reconciliation models so that automatic matching only proposes entries whose amount really matches the statement line, instead of bypassing the amount rule when the communication text matches exactly.

• Account Reconcile OcaOdoo 16, 17, 18, 19
  account_reconcile_oca

  Lets users reconcile bank statement lines and reconcilable accounts directly in Odoo, matching them against existing journal items or creating counterpart entries, with automatic rules and a dedicated reconciliation screen.

• Account Reconcile OCA - Add default filtersOdoo 16, 18
  account_reconcile_oca_add_default_filters

  When a bank statement line has a partner, the Reconcile tab automatically filters journal items to show only receivable, payable and outstanding payment/receipt lines, hiding VAT lines by default.

• Account Reconcile Oca QueueOdoo 18
  account_reconcile_oca_queue

  Lets you run automatic bank statement reconciliation in the background as a queue job instead of waiting for it to finish on screen. A new setting on the company controls whether auto-reconciliation is deferred.

• Reconcile payment ordersOdoo 12, 13, 14, 15
  account_reconcile_payment_order

  When reconciling a bank statement line, Odoo automatically proposes the unreconciled journal items coming from payment orders whose total matches the statement amount.

• Account Reconciliation DateOdoo 12, 14
  account_reconcile_reconciliation_date

  Adds a Reconciliation Date field to invoices, payments and full reconciliations, so users can see when a document was actually reconciled.

• Reconcile restrict partner mismatchOdoo 12, 13, 14, 15, 18
  account_reconcile_restrict_partner_mismatch

  Prevents reconciling receivable and payable journal items that belong to different partners (or one with a partner and one without). Also provides a report listing already-reconciled items that break this rule.

• Account Reconcile RulesOdoo 12
  account_reconcile_rule

  Automatically applies reconciliation models (write-off entries) when reconciling bank statements, based on configurable rules for rounding differences or foreign currencies.

• Reconcile sales ordersOdoo 18
  account_reconcile_sale_order

  Lets you match incoming bank payments to sales orders and invoice them only when the money is received, avoiding invoices for customers who never pay.

• account_reconcile_show_booleanOdoo 14
  account_reconcile_show_boolean

  Shows the Reconcile option on the chart of accounts form so users can create payable and receivable accounts that are reconciliable, avoiding invoices being automatically marked as paid.

• Account Reconcile from WizardOdoo 18
  account_reconcile_wizard

  Reconcile journal items using a guided wizard instead of the reconciliation widget. It can transfer balances between two accounts and create write-off entries when amounts do not match.

• account_reconciliation_widgetOdoo 14, 15
  account_reconciliation_widget

  Restores the bank statement and manual reconciliation screens in Odoo Community, letting accountants match bank transactions and journal items against invoices, payments and write-offs from a dedicated widget.

• Account Reconciliation Widget Due DateOdoo 13, 15
  account_reconciliation_widget_due_date

  Adds a Due date field to bank statement lines and to the bank reconciliation widget, so the due date you enter during reconciliation is copied to the journal items' maturity date.

• Account Reconciliation Widget Limit AMLOdoo 14, 15
  account_reconciliation_widget_limit_aml

  Adds a company setting that makes the bank reconciliation widget apply the existing reconciliation start date to all account move lines, not only payment-related ones.

• Account Reconciliation Widget PartialOdoo 12
  account_reconciliation_widget_partial

  Lets you partially reconcile a bank statement line by editing the amount applied to a matching entry, instead of always matching the full amount.

• Account Refund Early Payment DiscountOdoo 18
  account_refund_early_payment_discount

  Extends early payment discounts to customer credit notes and vendor refunds, so the same discount logic used on invoices also applies to refunds.