Account Dashboard Banner
The development of this module started with a simple analysis: accountants tend to forget to update the lock dates. Part of the problem lies in the fact that the lock dates can be seen in the wizard to update the lock dates, but accountants have no incentive to start this wizard regularly to check the lock dates. The idea was to display the lock dates in a banner at the top of the accounting dashboard, so that accountants have the value of the lock dates in front of their eyes.
With such a banner in the accounting dashboard to display the lock dates, there was a great temptation to display other interesting information in that banner, such as some key figures of the accounting: liquidity, turnover, customer overdue, etc. It gave birth to the idea to have a configurable banner in the accounting dashboard!
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds a configurable banner at the top of the Accounting dashboard showing key figures and lock dates, with optional warnings when values are outside the limits you set.
This module puts a banner at the top of the Accounting dashboard (the kanban view of account.journal). Each block in the banner is a "cell" that you configure yourself.
- Available cell types: fiscal year-to-date income, year-to-date income, quarter-to-date income, month-to-date income, liquidity, customer debt, customer overdue, supplier debt, and the five lock dates (tax return, sales, purchase, global and hard lock date).
- You manage the cells in Accounting > Configuration > Dashboard > Dashboard Banner Cells. You can reorder them, give a custom label and a custom tooltip.
- For each cell you can enable a warning. For lock dates, you set a number of days: the cell turns into a warning when the lock date is empty or older than that number of days. For the other cells, you choose a rule (under minimum, above maximum, outside, or between minimum and maximum) and the minimum and/or maximum values.
- Warning cells are displayed with a warning style; clicking a cell can open a related action (for example, the customer overdue cell opens the customer invoices filtered on late invoices, and lock date cells open the lock date update wizard when that module is installed).
- On installation, a default set of cells is created: hard lock date, fiscal year income, customer overdue, customer debt, supplier debt and liquidity.
Only accounting managers can create or change the cells; other accounting users can only read them.
Depends on
Required by other modules
Menus it adds
Models and fields (1)
- account.dashboard.banner.cell · new modelwarn (Warning), sequence, warn_max (Maximum), warn_min (Minimum), cell_type, warn_type, custom_label, custom_tooltip, warn_type_show, warn_lock_date_days
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0Go to the menu Invoicing \> Configuration \> Dashboard \> Dashboard Banner Cells: in this menu, you can add or remove cells from the banner, change the cell type, modify the order via drag-and-drop, customize the labels if necessary.
Many cell types are available:
- Income with 4 options: Fiscal Year-to-date Income, Year-to-date Income, Quarter-to-date Income and Month-to-date Income. It displays the period balance of the accounts with type Income and Other Income.
- Liquidity: it display the ending balance of the accounts linked to a bank or cash or credit journal.
- Customer Debt: it displays the ending balance of the default Account Receivable and, if the point of sale is installed, the intermediary account used for unidentified customers.
- Customer Overdue: same as the Customer Debt, but limited to journal items with a due date in the past.
- Supplier Debt: it displays the ending balance of the default Account Payable.
- Lock dates: all the lock dates are available: Tax Return Lock Date, Sales Lock Date, Purchase Lock Date, Global Lock Date and Hard Lock Date.
The module is designed to allow the modification of the computation of the different cell types by inheriting the method _prepare_cell_data_() or _prepare_cell_data(). It is also easy for a developper to add more cell types.
It is possible to display a cell as a warning cell (yellow background color instead of light grey): click on the Warning option and customize the conditions to trigger the warning.
Usage
Source · Odoo 18.0Enjoy the accounting dashboard with the banner at the top:
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.