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Base Import Pdf by Template Account

base_import_pdf_by_template_account folder_open OCA/edi open_in_new
Uncategorised License: AGPL-3

Added support for account to process the PDF attached to the invoice when creating the invoice from an email alias. Add 'Invoicing > Configuration > Management > Invoice Templates' menu item to Manager Accounting users.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets accountants create invoice templates that automatically read supplier invoice PDFs and fill in the invoice data, including when the PDF arrives by email.

This module connects the PDF-by-template tool with Odoo Invoicing. Accounting managers get a new menu item under Invoicing > Configuration > Management called Invoice Templates, where they can define templates used to read supplier invoice PDFs and create or fill in invoices automatically.

  • Templates are limited to invoices (account.move): the template list only shows invoice templates, and the model field is locked so it cannot be changed.
  • When a PDF is attached to an invoice (for example one received through an email alias), Odoo checks whether a matching template exists for the invoice's company. If one does, it runs the template to extract the data and fill the invoice.
  • If several files are attached and one of them is a PDF, the PDF is processed first when invoice templates exist.
  • Only users in the Accounting Manager group can see and manage these templates; record rules restrict them to invoice templates.

It touches the invoice (account.move) and attachment handling, and adds a dedicated Invoice Templates screen for accounting managers.

Depends on

accountbase_import_pdf_by_template

Menus it adds

menu_base_import_pdf_template_account_move
Models and fields (1)
  • account.move · extends an existing model

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

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

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.

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.