OCA/account-financial-tools

Confirmed modules per version

Modules in the repository

• Account Account Constraint CodeOdoo 14
  account_account_constraint_code

  Prevents changing the code of an account once it has journal items, protecting accounting consistency.

• Account Account Tag CodeOdoo 16, 17, 19
  account_account_tag_code

  Adds a short code field to account tags so you can identify and search them reliably, even when tag names are translated.

• Account Asset Batch ComputeOdoo 12, 13, 14, 15, 16
  account_asset_batch_compute

  Adds a "Batch Processing" option to the Compute Assets wizard so asset depreciation entries can be generated in the background instead of all at once.

• Assets - Compute Depre. in BatchOdoo 14, 15, 18
  account_asset_compute_batch

  Create depreciation batches for assets and track each computation run in one record. You can compute all asset profiles at once, see the depreciation amount per profile, and optionally delay the accounting posting.

• Asset Force AccountOdoo 17, 18, 19
  account_asset_force_account

  Lets you override the default asset, depreciation and depreciation expense accounts directly on the asset form, instead of always using the accounts defined in the asset profile.

• Assets from ExpensesOdoo 14
  account_asset_from_expense

  Lets you turn an employee expense into a fixed asset. On an expense line you pick an Asset Profile, and when the expense is posted Odoo creates the asset automatically and links it to the accounting entry.

• Assets Management - Low Value AssetOdoo 14, 15, 16, 18
  account_asset_low_value

  Flags assets whose profile uses an expense account and zero years as Low Value Assets, so they carry no residual value, skip depreciation, and can be removed by simply changing their status without any accounting entry.

• Assets ManagementOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_asset_management

  Manage company assets and their depreciation in Odoo: create assets manually or from accounting entries, generate depreciation schedules and journal entries, and remove or sell assets with the corresponding accounting entries.

• Assets Management MenuOdoo 13, 14, 15
  account_asset_management_menu

  Moves the Assets menu so it appears under the Accounting menu, making asset management reachable in both Odoo Community and Enterprise.

• Assets Management Stock LotOdoo 16, 17
  account_asset_management_stock_lot

  Link a lot or serial number from your stock to an asset, so you can see which asset corresponds to which tracked product unit.

• Assets NumberOdoo 14, 15, 16, 18
  account_asset_number

  Adds an asset number field to assets, which can be filled manually or generated automatically from a sequence defined on the asset profile. It also lets you print asset number labels with barcode or QR codes.

• Assets Management - Create asset during stock moveOdoo 14
  account_asset_stock_move

  Create fixed assets automatically when a stock receipt is validated, instead of waiting for the vendor bill. A smart button on the transfer shows how many assets were created and links to them.

• Asset Transfer from AUC to AssetOdoo 14, 15, 16, 18
  account_asset_transfer

  Lets accountants move the cost of assets under construction (AUC) into finished assets, creating the transfer journal entry and the new asset records automatically.

• Balance on journal itemsOdoo 12, 13, 14, 15
  account_balance_line

  Adds a Balance column with a total to journal item (move line) lists in Accounting, so users can see the running balance of the lines they are viewing.

• Chatter on bank statementsOdoo 12, 16, 17
  account_bank_statement_chatter

  Adds a chatter to bank statements so users can log notes, attach files, schedule activities and follow conversations directly on each statement.

• Tax Cash Basis Group Base LinesOdoo 12, 13
  account_cash_basis_group_base_line

  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.

• Account Cash DepositOdoo 14, 16, 18
  account_cash_deposit

  Record cash deposits to and cash orders from your bank, broken down by notes, coins and coin rolls, and generate the related journal entry and a printable bank slip.

• Detect changes and update the Account Chart from a templateOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_chart_update

  Compare your company's chart of accounts with an official chart template and create or update accounts, taxes, tax groups, account groups and fiscal positions that changed in the template.

• Account Chart Update Code DigitsOdoo 18
  account_chart_update_code_digits

  Lets you change the number of digits used for account codes when updating your chart of accounts, and warns you about accounts that could not be updated automatically.

• Account Chart update OSSOdoo 15, 17
  account_chart_update_l10n_eu_oss

  This module makes the chart of accounts update wizard skip OSS (One Stop Shop) taxes, so they are not deactivated when updating the accounting chart.

• Account Chart update OSS OCAOdoo 15, 16, 18
  account_chart_update_l10n_eu_oss_oca

  This module makes the chart of accounts update wizard skip OSS (EU one-stop-shop) taxes, so they are not deactivated when updating the chart of accounts.

• Account Chart Update MultilangOdoo 16
  account_chart_update_multilang

  Extends the chart of accounts update wizard so that translations of taxes and fiscal positions from templates are also copied to the real records when applying the update.

• Account Check DepositOdoo 12, 13, 14, 15, 17, 18, 19
  account_check_deposit

  Group received customer checks into a bank deposit, post the accounting entry and print a deposit slip. Each deposit is tied to a check journal, a bank account and a currency.

• Account Clearance PlanOdoo 12
  account_clearance_plan

  Lets accountants reorganize a customer's or supplier's open debts into a new payment plan with new due dates, by creating a single journal entry that replaces the selected open items.

• Account - Chart of Accounts MenusOdoo 12
  account_coa_menu

  Adds a 'Templates' menu under Invoicing > Configuration, giving access to the chart of accounts, account, tax and fiscal position templates used to set up accounting in Odoo.

• CostcenterOdoo 12, 14, 15
  account_cost_center

  Adds a cost center dimension to invoices and journal entries, so each accounting line can be tagged with a cost center for analysis.

• Account Dashboard BannerOdoo 16, 18
  account_dashboard_banner

  Adds a configurable banner at the top of the Accounting dashboard showing key figures and lock dates, with optional warnings when values are outside the limits you set.

• Account Dashboard Banner MIS BuilderOdoo 18
  account_dashboard_banner_mis_builder

  Lets you show any MIS Builder KPI figure inside the accounting dashboard banner, so accountants can display custom financial indicators directly on the dashboard.

• Account Document ReversalOdoo 12, 13
  account_document_reversal

  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.

• Account Fiscal MonthOdoo 12, 13, 14, 15, 16, 17, 18
  account_fiscal_month

  Adds a ready-made 'Fiscal month' date range type in Odoo, so users can define monthly fiscal periods and let the system find the fiscal month that contains a given date.

• Account Fiscal Position Allowed JournalOdoo 13, 19
  account_fiscal_position_allowed_journal

  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.

• Account Fiscal Position VAT CheckOdoo 12, 14, 15, 16, 18, 19
  account_fiscal_position_vat_check

  Blocks validation of customer invoices and refunds when the fiscal position requires a VAT number and the customer has none. Also shows a warning on the customer form and exposes the VAT-required flag on fiscal positions.

• Account Fiscal YearOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_fiscal_year

  Lets you create and manage fiscal years per company in Odoo, and shows the current fiscal year start and end dates on the company record.

• Fiscal Years - Automatic CreationOdoo 12, 16, 18
  account_fiscal_year_auto_create

  Automatically creates the next fiscal year for each company when the current one ends, so accountants don't have to set it up manually every year.

• Account Group MenuOdoo 12
  account_group_menu

  Adds two new menu entries under Invoicing > Configuration > Accounting: Account Groups and Account Tax Groups, so you can view and manage account groups and tax groups directly from the menu.

• Account Invoice Constraint ChronologyOdoo 12, 13, 14, 15, 16, 18, 19
  account_invoice_constraint_chronology

  Adds an option on sales and purchase journals to enforce invoice number chronology. When enabled, Odoo blocks posting an invoice if it would break the date/number order of already posted or draft invoices in that journal.

• Company currency in invoicesOdoo 12
  account_invoice_currency

  Shows invoice amounts converted into your company's own currency, both on the invoice form and in the invoice lists, so you can compare foreign-currency invoices with your books.

• General sequence in account journalsOdoo 14, 15, 16, 18, 19
  account_journal_general_sequence

  Adds a separate, configurable entry number to journal entries, per journal, and lets you renumber posted entries on demand. The number is assigned automatically when an entry is posted and must be unique per journal.

• Account Journal Lock DateOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_journal_lock_date

  Set a lock date and a lock date for non-advisers on each accounting journal separately, and update those dates for several journals at once from a wizard.

• Account Journal Restrict ModeOdoo 13, 16, 17, 18, 19
  account_journal_restrict_mode

  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.

• Account Loan managementOdoo 12, 13, 14, 15, 16, 17, 18
  account_loan

  Manage bank loans and leases in Odoo: define the loan, automatically build the payment schedule, generate the accounting entries or vendor bills, and track pending principal, interest and total paid.

• Account Lock Date UpdateOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_lock_date_update

  Lets accounting advisers set or change the company's accounting lock dates from a simple wizard, without needing full technical settings access. It adds a 'Lock Dates' menu under Accounting.

• Account Lock To DateOdoo 12, 13, 14, 15, 16, 17, 18
  account_lock_to_date

  Lets accounting managers set future lock dates for sales, purchases, global and hard locks, blocking posting or modifying journal entries on or after those dates.

• Account Maturity Date DefaultOdoo 13, 15, 18
  account_maturity_date_default

  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.

• Account - Missing MenusOdoo 12, 13, 14
  account_menu

  This module adds the missing menu entries in the Accounting app so users can reach account types, tags, groups, tax groups, bank and cash statements, and all the accounting templates (chart of accounts, accounts, taxes, fiscal positions). It also adds an…

• Account Move Batch ValidateOdoo 12
  account_move_batch_validate

  Lets you mark many draft journal entries for posting and have Odoo post them in the background, so you can keep working while large batches are processed.

• Account Move BudgetOdoo 12, 13, 14, 15, 16, 17
  account_move_budget

  Create accounting budgets with dated debit and credit lines per account, then confirm or cancel them. Budgets are independent of any report format and can be reused as a comparison source in reporting tools.

• Chatter on journal entriesOdoo 12
  account_move_chatter

  Adds the chatter (messages, followers and scheduled activities) to journal entries, so users can log notes, attach files and follow up on accounting documents directly in Odoo.

• Default JournalOdoo 14
  account_move_default_journal

  Lets you choose which journal Odoo proposes by default when creating new invoices, bills or miscellaneous entries, so users no longer get an old or wrong journal pre-filled.

• Account Move Fiscal MonthOdoo 12, 14, 15, 16
  account_move_fiscal_month

  Shows the fiscal month of each journal entry and journal item directly in Odoo, and lets you filter and group records by fiscal month.

• Account Move Fiscal YearOdoo 12, 14, 15, 16, 18
  account_move_fiscal_year

  Shows the fiscal year of each journal entry and journal item directly in Odoo, and lets you filter and group entries by fiscal year.

• Account Move Force RemovalOdoo 13, 14, 15
  account_move_force_removal

  Lets selected users permanently delete cancelled invoices and journal entries, which Odoo normally blocks. A new security group controls who is allowed to do it.

• Account Move Line Check NumberOdoo 14, 16
  account_move_line_check_number

  Shows the check number on journal items, automatically filled from the related payment, so you can see and search which check paid each accounting entry.

• Account Move Line Cumulated BalanceOdoo 13
  account_move_line_cumulated_balance

  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.

• Journal Item DrilldownOdoo 12
  account_move_line_drilldown

  This 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.

• Account Move Line Landed Cost InfoOdoo 14, 16
  account_move_line_landed_cost_info

  Shows which landed cost and stock valuation adjustment line each journal item comes from, so you can trace landed cost entries in accounting.

• Account Move Line MenuOdoo 14, 15
  account_move_line_menu

  Makes the Journal Items menu available in Accounting without needing developer mode. Users can open the list of journal items directly from the standard menu.

• Accounting: Account Move Line Partner's CountryOdoo 12
  account_move_line_partner_country

  Adds the partner's country to journal items (account move lines) in Accounting, so you can see it on each line and group or filter lines by country.

• Account Move Line Purchase InfoOdoo 12, 13, 14, 15, 16, 17, 18
  account_move_line_purchase_info

  Adds the purchase order and purchase order line to journal items, so accountants can trace and group journal entries by purchase order. It also adds a Journal Entries button on purchase orders.

• Account Move Line Repair InfoOdoo 14, 15, 16
  account_move_line_repair_info

  Links journal items to the repair order they come from, so you can see and group accounting entries by repair order.