Accounting partner category
Add default accounting category tags on partner to helps accountant to filter journal entries (invoices).
This can be useful in business where invoices are generated from third party system and 95% of them can be posted and send in mass operation.
It helps to excluded 5% that should be handle manually.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Adds accounting tags on partners that are automatically copied onto their invoices, so accountants can filter and mass-process journal entries by tag.
This module lets you create accounting tags and assign them to contacts. You manage the list of tags from a new menu called "Accounting contact Tags" under the Accounting configuration menu, where each tag has a name, a colour and an active flag; tag names must be unique.
On a contact's Accounting tab you can set one or more "Accounting tags". When an invoice or journal entry is created for that contact, the tags are automatically copied onto the entry (the tags of the commercial partner are used). The tags appear on the invoice form next to the partner, and can be shown as an optional column in invoice and journal entry lists.
In the invoice search filters you get two new filters: "Tag present" and "Tag absent", so you can quickly select the entries that carry a tag or those that do not. This is useful when most invoices can be posted and sent in bulk and only a few need manual handling.
The module touches res.partner, account.move and the new accounting.partner.category model. Access is granted to accountants (read/write) and read-only accounting users.
Depends on
Menus it adds
Models and fields (3)
- res.partner · extends an existing modelaccounting_category_ids (Accounting tags)
- account.move · new modelcategory_ids (Tags)
- accounting.partner.category · new modelname (Tag Name), color (Color Index), active
Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/account-invoicing.
terminal Installation and usage
OCA documentation · Odoo 14.0Usage
Source · Odoo 14.0- Accountant user can set default accounting partner category on commercial entity (Invoicing > Customers > Customers):
- Those default categories are used while creating new account moves (invoices):
Which you can change for a given invoice.
- Then you use search bar to filter on category (inclusion and/or exclusion).
Data without filters:
Contains Tag 1:
Do not contains Tag 2:
Contains Tag 1 but not Tag 2:
No verified information in OCA: Installation, Configuration.
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.