This module extends the Odoo Claims functionality by integrating analytic accounts and analytic lines with claims.
It adds an analytic account field to claims and allows linking analytic lines to specific claims, enabling detailed cost and revenue tracking for each claim. This improves financial analysis and control over the claims managed in the system.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Link claims to analytic accounts and track the costs and revenues recorded on each claim. See how many claims belong to an analytic account and jump straight to their analytic entries.
This module connects the Claims feature with analytic accounting, so each claim can be tied to an analytic account and to the analytic entries that carry its costs and revenues.
On a claim (crm.claim) you get a new Analytic Account field, visible to users with analytic accounting rights. Once an account is set, a Cost/Revenue button appears in the claim's button box; it opens the analytic entries filtered on that account and on the claim, ready to record new lines with the claim and account pre-filled.
The claim also shows a computed Amount, which is the sum of the amounts of all analytic entries linked to that claim, in the company currency.
Analytic entries (account.analytic.line) gain a Claim field, shown in the list and form views and available in the search view. You can filter entries with or without a claim and group them by claim. The claim you can pick is limited to claims using the same analytic account as the entry.
On analytic accounts (account.analytic.account) a Claims smart button shows how many claims use that account and opens the list of those claims.
Claims can also be searched by analytic account. No scheduled jobs, emails or automatic restrictions are added.
Depends on
Models and fields (3)
- crm.claim · extends an existing modelcurrency_id, analytic_amount (Amount), analytic_account_id (Analytic Account)
- account.analytic.line · extends an existing modelclaim_id
- account.analytic.account · extends an existing modelclaim_count (# Claims)
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/account-analytic.
terminal Installation and usage
OCA documentation · Odoo 16.0Usage
Source · Odoo 16.0To use this module you need to:
- Make sure your user belongs to the "Analytic Accounting" security group.
- In claims, the Analytic Account field will be available to allow linking each claim to its corresponding analytic account.
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.