Journal Item Drilldown
This module allows the Billing Manager to navigate the amounts in the chart of accounts across the first two levels of the account group hierarchy plus the account level.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0This module adds new ways to group and analyze journal items by the top two levels of your chart of accounts hierarchy. It provides a dedicated menu and filters to drill down into accounting entries.
With this module, you can group journal items (account.move.line) by the root and sub groups of your chart of accounts. It adds two new fields on accounts: Root Group and Sub Group, which are automatically computed from the account's group hierarchy. These fields are also copied to journal items as Account Root Group and Account Sub Group.
In the Journal Items view, you get two new group-by filters: 'Account Root Group' and 'Account Sub Group'. A new menu item 'Journal Item Drilldown' appears under Accounting > Entries, opening a pivot/tree/form view pre-grouped by these two levels and by account.
The module also ensures that when you change the chart of accounts hierarchy, the root and sub group values on accounts and journal items are updated automatically. This happens through a background process that recalculates the values when account groups are modified.
This functionality is available to users with the Accountant or Billing Manager role (group_account_manager). It helps you analyze your accounting data at a higher level than individual accounts, making it easier to see totals by major account categories.
Depends on
Menus it adds
Models and fields (2)
- account.account · extends an existing modelsub_group_id (Sub Group), root_group_id (Root Group)
- account.move.line · extends an existing modelaccount_sub_group_id (Account Sub Group), account_root_group_id (Account Root Group)
Text generated by AI (DeepSeek) from reading the Odoo 12.0 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 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 12.0Installation
Source · Odoo 12.0To allow the user to browse through the first two levels of the chart of account codes, this module adds two dedicated columns to the journal item table to store top level, and the top - 1 level of the account group hierarchy that the journal item belongs to. The columns are populated automatically during the installation of the module. The installation will take about 2 minutes for every million move lines in your database.
Configuration
Source · Odoo 12.0In order to enable the pseudohierachy that this module exposes in its move line pivot view, you need to configure the account group on all accounts in your chart of accounts.
Usage
Source · Odoo 12.0Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse journal items across the first two levels of the account group hierarchy plus the account level.
By default, you will get a pivot view with the three levels expanded:
The three levels are: the top level of the account.group hierarchy, the top - 1 level of the account.group hierarchy, and the account itself. You can easily collapse a level by deselecting them in the Group By dropdown in the search bar.
You can also browse the journal items by switching to the tree view and click through the grouping levels in that view.
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.