Migrating from Odoo 13 to Odoo 14: which OCA modules are available

Connect Odoo to Avalara AvaTax to automatically calculate US/Canada sales tax on invoices and record them in your Avalara account. Validate customer and company addresses, manage tax exemption codes, and map products to AvaTax tax codes.

Adds Avalara AvaTax tax calculation to sales orders, so taxes are computed automatically from the Avatax service when a quotation is confirmed. It also manages customer tax exemption numbers and whether tax is based on the shipping address.

Adds an XLSX bank reconciliation report that compares the accounting balance of a bank account with the balance at the bank, listing unreconciled journal items and draft bank statement lines.

Adds a 'Clear partners' button on bank statements that removes the partner assigned to every line that has not yet been reconciled.

Automatically reconciles the clearing account entries created by pseudo bank statements when you confirm a statement, and undoes that reconciliation when you reopen it.

Import Adyen settlement detail reports (CSV/Excel) as bank statements in a dedicated journal, matching each Adyen merchant account to a journal. Fees such as commission, markup, scheme fees and interchange are grouped into one extra line.

Import bank statements in SEPA CAMT.053 and CAMT.054 XML format, including zipped files, directly into Odoo's bank statement import screen.

Lets you import Belgian bank statements in the standard CODA file format directly into Odoo's bank statement import wizard, creating statements and their transaction lines automatically.

This module lets you import French CFONB bank statement files (fixed-length 120-character text files) directly into Odoo's bank statement import wizard, so transactions and balances are created automatically.

When you import a bank statement, Odoo tries to fill in the customer or vendor automatically by matching the transaction reference or label against invoices and sales orders.

Adds an "Import Journal Items" button on open bank statements that opens a wizard to filter, select and turn existing journal items into bank statement lines.

Import CAMT.054 payment detail files into Odoo and automatically match customer invoices using the payment reference. It also fills in the statement closing balance and can find the customer from the Swiss ISR reference.

This module lets you import bank statements in OFX format directly into Odoo, so you can reconcile bank transactions without manual entry.

Lets you configure bank journals to fetch statements automatically from an online provider, and pull them on demand or on a schedule. This module is the base framework; actual bank connections come from separate provider modules.

Automatically download Adyen payment (settlement) reports and import them as bank statements in Odoo, using an online bank statement provider configured on a journal.

Adds PayPal.com as an online bank statement provider in Odoo, so users can automatically pull their PayPal transaction history into Odoo as bank statement lines.

Connect Odoo to MyPonto.com so bank statements are downloaded automatically into Odoo. Users configure a Ponto login and secret key on the online bank statement provider and import transactions.

Connect Odoo to Qonto bank accounts so bank statements and transactions are downloaded automatically into Odoo's online bank statement provider.

Connect Odoo to Wise.com (formerly TransferWise) so bank statements are imported automatically into Odoo Accounting. Users configure the connection with an API key, choose a Wise profile, and can set up strong authentication with a generated key pair.

Import PayPal CSV reports (Statement or Activity) as bank statements in Odoo, using ready-made or custom column mappings.

Lets you import bank statements saved in Quicken Interchange Format (.qif) files into Odoo Accounting, where they are turned into bank statement lines.

When importing a bank statement file, you can choose to keep it as one statement or split it into daily, weekly or monthly statements. Each resulting statement gets its own name, date and opening/closing balances.

Adds an option on bank journals to automatically create a balancing line when importing a bank statement, so the statement ends at a zero balance.

Import bank statements from TXT, CSV or XLSX files by defining reusable column mappings, so transactions are created automatically in Odoo.

Groups the base lines created in cash basis journal entries, so that fewer lines are generated when taxes are recognised on payment. This keeps the cash basis journal entry shorter and easier to read.

When you invoice a sales order that has a payment term, Odoo now automatically applies the cash discount settings linked to that payment term on the created invoice.

Adds an Operating Unit to check deposits, taken automatically from the deposit's journal, and limits each user to seeing only the check deposits of the operating units they are allowed to access.

Provides the shared setup for accrued expenses and revenues in Odoo: default accrual accounts per company, tax accrual accounts per tax, and extra quantity/unit price columns on cutoff lines.

Adds accrued expense and accrued revenue cutoffs based on the start and end dates of invoice lines, so you can provision revenue or costs that belong to a period before the cutoff date even if the invoice is dated later.

Compute prepaid expenses and prepaid revenue at period end and generate the related cut-off journal entries. Uses the start and end dates of invoice lines to split amounts between accounting periods.

Instead of deleting journal entries when you cancel an invoice, payment or bank statement line, this module creates a reversed entry so the accounting history is preserved. You choose per journal whether cancellation deletes or reverses.

Lets you choose, per company, which electronic invoice XML format (if any) is embedded inside the PDF invoice. It is a technical bridge so UBL and Factur-X modules can coexist.

Lets you restrict which journals can be used on invoices linked to a fiscal position. If an invoice uses a journal that is not allowed, Odoo blocks it when you try to post.

When you create a vendor bill from a purchase order, Odoo automatically picks the purchase journal allowed by the order's fiscal position, if that fiscal position allows exactly one purchase journal.

Glue module that keeps the fiscal position you selected on invoices and vendor bills when the customer or shipping address changes, so the allowed-journal rules from the fiscal position are not lost.

Lets you define country/state based rules that automatically pick the right fiscal position on sales, invoices, purchases and pickings, instead of relying only on the customer's default fiscal position.

Automatically sets the correct fiscal position on purchase orders based on rules you define. When you change the vendor, delivery address, or company, Odoo picks the matching fiscal position for taxes and accounts.

Automatically selects the correct fiscal position on a sales order based on the customer, invoice address, delivery address and company, using rules configured for sales.

Adds a Comments tab on invoices where you can attach predefined comment templates, and prints those comments on the invoice PDF either before or after the invoice lines.

Adds a setting in Odoo that stops customers and vendors from being automatically added as followers on invoices. When enabled, creating or posting an invoice no longer subscribes the invoice partner to its messages.

Lets selected users edit the "Origin" (Source Document) field on draft invoices and bills, so they can force a different origin than the one Odoo filled in automatically.

Keeps the cost price used for margin on customer invoices in line with the delivered cost from the related sales order, and lets you choose whether posted invoices are updated too.

Adds extra payment details to the printed invoice report. A system setting lets you choose which payment information is shown next to each payment line on the invoice PDF.

Shows the real currency rate actually used on posted invoices and their journal items, instead of the rate currently configured in Odoo. Useful when an invoice was posted with a different rate or the amount in foreign currency was changed manually.

Allows the same supplier invoice reference to be used on more than one vendor bill, instead of Odoo blocking it as a duplicate.

This module forces the "Lock Posted Entries with Hash" option on for all Sales, Purchase and Miscellaneous journals, so posted entries in those journals can no longer be changed. Bank and Cash journals are left untouched.

Automatically fills in the due date of receivable and payable journal items with the journal entry date when no due date has been set, so you no longer have to type it manually.

Adds a running (cumulated) balance column to journal items, with a dedicated menu entry, list, pivot and graph views. It shows the balance accumulated up to each line, including the opening balance before the selected period.

Links journal entries created by manufacturing and unbuild orders to the order that generated them, so accountants can trace each accounting line back to its production or unbuild order.

Shows the residual (still unpaid/unreconciled) amount on journal item lines and adds ready-made filters to find partially or fully reconciled entries.

Adds two read-only fields to journal entries showing when the entry was last posted and which user posted it, so you can trace who posted each accounting entry and when.

Prevents users from cancelling or resetting to draft any invoice or journal entry that has already been reconciled (paid).

Automatically picks the correct tax administration and customer VAT number for sales orders and customer invoices based on the delivery address country, and shows them on the sales order form and printed quotation/order.

Adds a column to the Payments list showing which invoices each payment is linked to, and lets you filter or search payments by those invoices.

Lets you mark each Payment Term as usable only for Sales, only for Purchases, or for All, and blocks users from picking a wrong-type Payment Term on invoices, credit notes, bills or refunds.

Restricts which payment terms can be used on purchase orders and on vendor records, so only terms marked as applicable to purchases (or to all) are allowed.

Restricts which payment terms can be used on sales orders and customer records, so only terms marked as applicable to Sales or All can be selected.

Restricts who can change payment terms on customer/supplier records and invoices. Users without the new "Change payment terms in partners and invoices" permission see those fields as read-only.

Lets customers search their invoices and bills in the Odoo customer portal by invoice number or payment reference, instead of only browsing the list.

Lets customers search their invoices and bills in the Odoo customer portal by the lot or serial number of the products they bought.