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Account Journal Dashboard Statement Button

account_journal_dashboard_statement_button folder_open OCA/bank-statement-import open_in_new
Accounting License: AGPL-3

This module enhances the Account Journal Dashboard by introducing a shortcut button for Bank and Cash journals. The button provides a direct link to the Bank Statements view, streamlining access to statement management.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Adds a "Statements" shortcut button to Bank and Cash journal cards on the Accounting dashboard, opening the bank statement list filtered on that journal.

This module makes it faster to reach bank statements from the Accounting dashboard. On the kanban cards that represent Bank and Cash journals, a new primary button labelled "Statements" appears next to the existing configuration button.

  • For a Bank journal, the button opens the bank statement list view.
  • For a Cash journal, the button opens the cash statement list view.
  • In both cases the list is automatically filtered on the journal you clicked, so you only see the statements belonging to that journal.

The button is only shown to users who belong to the accounting user group, so it does not clutter the dashboard for other users. It is added by extending the existing journal dashboard kanban view of the account.journal model; no new models, menus or scheduled actions are introduced.

In practice, accountants and cashiers can jump straight from the dashboard card of a bank or cash journal to its statements instead of navigating through the Accounting menus. Everything else about the dashboard, the journals and the statements themselves stays unchanged.

Depends on

account

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

Confirmation 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/bank-statement-import.

terminal Installation and usage

OCA documentation · Odoo 16.0

The Statement button will only appear once there are records linked to the corresponding journal.

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.