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 refund payment termOdoo 14
  account_refund_payment_term

  Lets you set a separate payment term on a customer that is used only for customer refunds, instead of the normal invoicing payment term.

• Account Renumber WizardOdoo 12
  account_renumber

  This module adds a wizard that lets accounting managers renumber posted journal entries in selected journals and date ranges, restarting the numbering from a chosen first number.

• Net Weights in the invoices analysis viewOdoo 12, 13
  account_reporting_net_weight

  Adds a Net Weight measure to the invoices analysis view, so users can analyse the total net weight of products on customer and vendor invoices.

• Volume in the invoices analysis viewOdoo 13, 15, 16, 18
  account_reporting_volume

  Adds a Volume measure to the invoices analysis view, so users can see the total product volume of invoiced goods, with returns and refunds subtracted.

• Weights in the invoices analysis viewOdoo 12, 13, 15, 16, 18
  account_reporting_weight

  Adds a Weight measure to the Invoices Analysis reporting view, so users can see the total product weight of invoiced lines alongside amounts and quantities.

• Account ReversalOdoo 16
  account_reversal

  This module adds a 'To Be Reversed' checkbox and filter to journal entries, and lets you add a reason to reversal lines. It also provides a dedicated menu to list entries marked for reversal.

• Account Sale Stock Report Non BilledOdoo 13, 15, 16, 17
  account_sale_stock_report_non_billed

  Adds a report under Accounting > Reporting that lists delivered stock moves which were not yet invoiced at a chosen date, showing quantity and amount still to invoice.

• Account Sequence OptionOdoo 14, 15, 16, 17, 18
  account_sequence_option

  Lets you choose different numbering sequences for invoices, bills, refunds, payments and journal entries, instead of Odoo's single default sequence per journal.

• Account Set ReconcilableOdoo 12
  account_set_reconcilable

  Allows changing the 'Allow Reconciliation' setting on an account that already has journal items, which Odoo normally blocks. When you change it, existing journal items are updated so their reconciliation status stays correct.

• Account Skip Bank ReconciliationOdoo 12, 13
  account_skip_bank_reconciliation

  Lets you hide selected accounts from bank statement reconciliation and restrict a bank journal to only reconcile specific accounts, so unwanted journal items never appear in the matching list.

• Cost-Revenue SpreadOdoo 12, 13, 14, 15, 16, 17, 18
  account_spread_cost_revenue

  Spread a cost or revenue from an invoice over several months, quarters or years, so big one-off amounts are evened out. Odoo creates the recurring journal entries automatically and reconciles them with the invoice line.

• Cost-Revenue Spread Extra FeaturesOdoo 14, 17
  account_spread_cost_revenue_enhanced

  Adds extra options to cost/revenue spread sheets: choose whether the generated document is a journal entry, invoice, bill or credit note, and link a spread sheet directly to an existing journal item.

• Bank Statement BaseOdoo 16, 17, 18, 19
  account_statement_base

  This module brings back the Bank Statement and Bank Statement Lines screens in Odoo, so users can view, create and manage bank statement lines and jump to their journal entries.

• Import Statement FilesOdoo 14, 15
  account_statement_import

  Lets you upload electronic bank statement files into Odoo and turn them into bank statements, with duplicate transactions automatically skipped and the original file attached for reference.

• Base module for Bank Statement ImportOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_base

  Technical foundation that lets other modules import bank statements into Odoo while preventing the same bank transaction from being imported twice.

• CAMT Format Bank Statements ImportOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_camt

  Lets you import SEPA CAMT.053 and CAMT.054 bank statement files (including zipped ones) into Odoo, so bank transactions are created automatically from the file.

• Bank Account Camt54 ImportOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_camt54

  Import CAMT.054 payment batch files into a dedicated journal, automatically matching customer payments to invoices and optionally adding a balancing line so the statement totals zero.

• Import Statement FilesOdoo 16, 17, 18, 19
  account_statement_import_file

  Lets you upload bank statement files downloaded from your bank and turn them into bank statements in Odoo, with the original file attached for reference. It is the technical framework: you also need a format-specific module to actually read your bank's file…

• Import Statement Files and Go Direct to ReconciliationOdoo 16, 17, 18, 19
  account_statement_import_file_reconcile_oca

  Adds an "Import and Start to Reconcile" button to the bank statement file import wizard, so after importing a statement file you land directly in the reconciliation screen.

• Import Statement Files and Go Direct to ReconciliationOdoo 14, 15
  account_statement_import_file_reconciliation_widget

  Adds an "Import and Start to Reconcile" button to the bank statement file import wizard, so after importing a statement file Odoo jumps straight into the reconciliation screen.

• Bank Statement Import Generate Unique IDOdoo 18
  account_statement_import_generate_unique_id

  Adds an option on bank journals so imported bank statement lines without a source identifier still get a unique import ID, preventing the same transactions from being imported twice.

• Bank statement import move linesOdoo 14, 15, 17, 18
  account_statement_import_move_line

  This module lets accountants turn existing journal items (unreconciled receivable/payable entries) into bank statement lines. A wizard filters and selects the move lines, then creates the statement lines in one click.

• Import OFX Bank StatementOdoo 14, 15, 16, 17, 18
  account_statement_import_ofx

  Lets you import bank statements in OFX format directly into Odoo, including files that contain several bank accounts at once.

• Import OFX Bank Statement by ACCTIDOdoo 14, 16, 17, 18
  account_statement_import_ofx_by_acctid

  Adds an OFX ACCTID field to bank accounts and uses it to match imported OFX bank statements to the correct journal, falling back to the account number when empty.

• Online Bank StatementsOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_online

  Lets accountants configure online bank statement providers on bank journals and pull transactions automatically or on demand into Odoo bank statements, with a scheduled job and a debug view.

• Online Bank Statements: GoCardlessOdoo 15, 16, 17, 18, 19
  account_statement_import_online_gocardless

  Connect Odoo bank journals to GoCardless Bank Account Data so bank transactions can be imported automatically. Users link a bank, choose the date type, and Odoo pulls the transactions into the journal.

• Online Bank Statements: OFXOdoo 16
  account_statement_import_online_ofx

  Connect Odoo to banks that use the OFX format so bank statements can be downloaded automatically. Users set up OFX institutions and credentials, then pull transactions into Odoo.

• Online Bank Statements: PayPal.comOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_online_paypal

  Lets you pull your PayPal.com transaction history directly into Odoo as bank statements, so you can reconcile PayPal activity without downloading and uploading CSV files.

• Online Bank Statements: plaid.comOdoo 16, 17, 18
  account_statement_import_online_plaid

  Connect Odoo bank journals to Plaid.com so bank transactions are downloaded automatically into online bank statements. Users link their Plaid account from the provider form and then sync statements.

• Online Bank Statements: MyPonto.comOdoo 14, 15, 16, 17, 18, 19
  account_statement_import_online_ponto

  Connect Odoo to MyPonto.com so bank transactions are downloaded automatically into bank statements. Users configure the Ponto login and secret key on the online bank statement provider and choose which date to use.

• Online Bank Statements: MyPonto.com ING customizationOdoo 14
  account_statement_import_online_ponto_ing

  Cleans up the payment reference of bank transactions imported from MyPonto for ING (Netherlands) bank journals, removing duplicated name, date, value date and IBAN details.

• Online Bank Statements: QontoOdoo 16, 19
  account_statement_import_online_qonto

  Adds Qonto as an online bank statement provider in Odoo, so users can fetch Qonto transactions directly into their bank journals instead of importing files manually.

• Online Bank Statements: StripeOdoo 17, 18, 19
  account_statement_import_online_stripe

  Connect Stripe to Odoo so bank statements are pulled automatically from your Stripe balance transactions, including separate lines for Stripe fees.

• Online Bank Statements: Wise.comOdoo 14, 18
  account_statement_import_online_wise

  Connect Odoo to Wise.com (formerly TransferWise) to automatically download bank transactions into online bank statement providers. Configure the API key, choose a Wise profile, and optionally set up strong customer authentication.

• PayPal CSV Format Bank Statements ImportOdoo 14, 15, 17
  account_statement_import_paypal

  Import PayPal CSV reports (Statement or Activity) as bank statements in Odoo, using ready-made or custom column mappings.

• Import QIF Bank StatementsOdoo 16, 19
  account_statement_import_qif

  Lets you import QIF bank statement files (Quicken/QuickBooks format) into Odoo's bank and cash statement import wizard, so transactions are parsed and stored as statement lines.

• Bank Statement SFTP importOdoo 14
  account_statement_import_sftp

  Automatically import bank statement files from an SFTP server into Odoo Accounting. Files are picked up, imported as bank statements, and optionally posted automatically.

• Bank Statement TXT/CSV Import (Base)Odoo 16, 17, 18, 19
  account_statement_import_sheet_file

  Lets you import bank statements from TXT/CSV files by defining reusable column mappings, so Odoo knows which column holds the date, amount, description, etc. You can set a default mapping per bank journal and import directly from the standard statement…

• Bank Statement XLS ImportOdoo 19
  account_statement_import_sheet_file_xls

  This module lets you import bank statements from old-style Excel .xls files directly into Odoo's accounting, alongside the other spreadsheet formats already supported.

• Bank Statement XLSX ImportOdoo 19
  account_statement_import_sheet_file_xlsx

  This module lets you import bank statements directly from XLSX (Excel) files into Odoo's accounting. It adds XLSX as a supported file format for the existing bank statement import wizard.

• Bank Statement XLSX (HTML) ImportOdoo 18
  account_statement_import_sheet_html_file

  Lets you import bank statements from files that look like XLSX but are actually HTML tables, using the same column mapping screens as other spreadsheet imports.

• Bank Statement TXT/CSV/XLSX ImportOdoo 14, 15
  account_statement_import_txt_xlsx

  Import bank statements from TXT, CSV or XLSX files into Odoo by describing which column holds each piece of data. Mappings can be saved, reused and set as the default for a bank journal.

• Account Statement Line OrderOdoo 18
  account_statement_line_order

  Adds a setting on bank journals to choose how bank statement lines are ordered, so lines from the same imported statement stay together instead of being mixed with other statements of the same day.

• Statement Reconcile StatusOdoo 18
  account_statement_reconcile_status

  Adds a reconciliation status badge to bank statements so you can see at a glance which statements are not started, in progress, or fully reconciled, and flags statements that were changed after being fully reconciled.

• Accounting Subsequences per Fiscal YearsOdoo 12
  account_subsequence_fiscal_year

  Lets you choose how accounting entry numbering sub-sequences are generated, so that all entries of a non-standard fiscal year share the same numbering prefix.

• Account Tag MenuOdoo 12
  account_tag_menu

  Adds an Account Tags menu under Invoicing > Configuration > Accounting, and lets you link each tag to specific accounts or taxes for custom reporting.

• Tax BalanceOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_tax_balance

  Adds a Taxes Balance report that shows tax and base amounts for a chosen period, split between regular and refund entries, with drill-down to the underlying journal items.

• Account Tax ChangeOdoo 16
  account_tax_change

  Lets accountants record tax changes with a start date and a mapping from old taxes to new taxes, then apply those mappings to draft, unpaid invoices in one action.

• Tax Fixed Amount CurrencyOdoo 19
  account_tax_fixed_amount_currency

  Lets you set a currency on fixed-amount taxes, so the tax amount is automatically converted into the invoice or bill currency using the exchange rate of the document date.

• Tax Fixed Amount MultiplierOdoo 19
  account_tax_fixed_amount_multiplier

  Adds a "Multiplier" option on fixed-amount taxes so you can choose whether the tax amount is applied once per line, per line quantity, per product unit of measure, or per product weight.

• Account Tax Group Widget Base AmountOdoo 13, 15, 16, 18
  account_tax_group_widget_base_amount

  Shows the base amount next to each tax group in the tax totals widget on invoices and receipts, so users see the amount the tax was calculated on.

• Account tax legal notes translateOdoo 18
  account_tax_legal_notes_translate

  Makes the legal notes shown on invoices translatable, so the same tax can display its legal note in the customer's language.

• Account Tax One VATOdoo 16, 18
  account_tax_one_vat

  Lets you mark taxes as VAT and, when enabled per company, prevents selecting more than one VAT tax on invoice lines and on products. It warns or blocks the user so each line keeps a single VAT tax.

• Account Tax One VAT PurchaseOdoo 16, 18
  account_tax_one_vat_purchase

  Limits purchase order lines to a single VAT tax, preventing users from selecting more than one VAT tax on the same line.

• Account Tax One VAT SaleOdoo 16, 18
  account_tax_one_vat_sale

  Limits sales order lines to a single VAT tax. When more than one VAT tax is selected on a line, Odoo blocks saving and shows a warning.

• Account Tax Repartition Line Tax Group AccountOdoo 13, 17
  account_tax_repartition_line_tax_group_account

  Lets you set a default account on a tax group, which is then automatically filled in on new tax repartition lines of type 'tax' when no account is chosen.

• Disable Account Template ItemsOdoo 12, 14, 16
  account_template_active

  Lets you archive (disable) or re-enable accounting template items — accounts, taxes and fiscal positions — so they can be hidden from the chart template without deleting them.

• Account Types MenuOdoo 12
  account_type_menu

  Adds an Account Types menu entry under Invoicing > Configuration > Accounting, giving quick access to the list of account types.

• Account - Missing Menus & Saxon AccountingOdoo 15, 16, 17, 18, 19, 20
  account_usability

  Adds the accounting menus and settings that are normally hidden in Odoo Community: a Bank and Cash menu with bank and cash statements, an Account Tags screen, and Anglo-Saxon accounting plus fiscal year end options in the Accounting settings.

• Account Vendor Bank Account DefaultOdoo 17, 18
  account_vendor_bank_account_default

  Lets you choose a default bank account for each vendor so their vendor bills automatically use it. You can also switch the default off for a vendor when you want to pick the account manually.