Add dms field for account
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Adds a Documents tab to invoices and journal entries so users can store and manage related files directly inside the accounting document.
This module connects the Document Management System (DMS) with accounting documents. On every invoice, bill, credit note or journal entry, a new "Documents" tab appears in the form view, next to the other tabs. There users can see and manage the folders and files linked to that specific accounting entry.
The tab is only shown once the document has been saved, so it does not appear on brand-new unsaved records.
Behind the scenes, the accounting entry model (account.move) is extended with the DMS field mixin, which is what makes the document folders available on the record. The module also ships demo data that creates an access group called "Everyone for Account DMS" for users with invoicing rights, and a field template named "Account" linked to the accounting entry model and its salesperson field. This means, in a demo database, accounting users get create, edit and delete rights on those document folders.
No new menus, buttons, reports or automated rules are added by the code itself; the change is limited to the extra Documents tab on the accounting document form and the supporting DMS configuration records.
Depends on
Models and fields (1)
- account.move · new model
Text generated by AI (DeepSeek) from reading the Odoo 16.0 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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/dms.
terminal Installation and usage
No verified informationInstallation 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.