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Balance on journal items

account_balance_line folder_open OCA/account-financial-tools open_in_new
Accounting License: AGPL-3

This module adds a balance total for lines in move line view.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

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.

This module changes how journal items are displayed in Accounting lists. It adds a Balance column to the standard journal items list, placed right after the Credit column, and shows a total at the bottom of the list labelled "Total Balance".

The same Balance column is also made visible in the grouped journal items list and in the tax audit list, so the balance is available in those views too.

  • The column is optional and shown by default, so users can hide it if they prefer.
  • The total is calculated automatically by Odoo from the displayed lines.
  • No new menus, buttons, reports or business rules are added; only the list views of account.move.line are modified.

This is useful when reviewing journal entries, checking account activity or auditing taxes, because the balance of the filtered or grouped lines is visible directly in the list without opening each entry.

Depends on

account

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/account-financial-tools.

terminal Installation and usage

OCA documentation · Odoo 15.0
  • If you're an accounting adviser, enable developer mode and go to Accounting > Adviser > Journal items.
  • Or open an account or a partner, and click on Action > Journal items.
  • You will see a column named "Balance" with the balance of the line.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.