Accounting Pro: Advanced Payments, Invoices & Bank Accounts
by WebbyCrown Solutions https://www.webbycrown.com$ 35.28
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Discuss (mail) |
| Lines of code | 5160 |
| Technical Name |
account_pro |
| License | LGPL-3 |
| Website | https://www.webbycrown.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
+91 (942) 867-7503
Accounting Pro for Odoo 17
Upgrade Odoo Accounting with pro‑level invoice, payment and bank account insights – without replacing your existing workflows.
Pro‑Level Accounting Overview
Enable features under Settings → General Settings → Accounting Pro, then work with invoice lines, invoice Other Info, customer/vendor payments and bank accounts. Review enriched data on Accounting invoices and bills, Payments and Bank journals.
Structured accounting for invoices, payments & banking
Accounting Pro is an advanced extension for Odoo 17 Accounting that keeps your existing flows but adds rich, structured data where it matters most: invoice lines, invoice Other Info, customer and vendor payments, and bank accounts. Capture quality, regulatory and logistics details on lines; manage communication and risk on invoices; add settlement, fees, FX, treasury and compliance on payments; enrich bank accounts with KYC, risk and routing metadata — all with simple feature toggles in General Settings.
Core capabilities:
Invoice lines: quality, storage, regulatory, expiry, returns & planning fields |
Invoice Other Info: customer communication, risk/credit & logistics |
Payments: strategies, routing, risk, fees, FX, treasury, compliance & automation |
Bank accounts: classification, KYC, risk, regulatory & routing information |
Extra filters & group‑by on invoices, payments & bank accounts |
Feature toggles in General Settings (enable only what you need) |
Depends: account, payment (standard Accounting stack) |
Odoo 17.0 (see manifest) |
Technical highlights:
Extends account.move, account.move.line, account.payment, res.partner.bank |
XML views & optional computed fields gated by settings |
Search domains & group‑bys for analytics‑ready lists |
Security groups for Accounting Pro features (see module security) |
Designed for treasury, finance, risk & multi‑company teams |
Key Benefits
- Single Source of Accounting Truth: Centralize operational accounting details for invoices, payments and bank accounts in Odoo instead of scattered spreadsheets or notes.
- Richer Context on Every Transaction: See quality, logistics, communication, risk, fees, FX and compliance context directly on records where decisions are made.
- Better Treasury & Cash Insights: Use settlement strategies, treasury buckets, liquidity priorities and routing preferences to plan and optimize cash movements.
- Improved Compliance & Risk Control: Track sanctions screening, KYC status, credit‑control, fraud flags and regulatory purpose codes without leaving Accounting.
- Analytics‑Ready Structure: Take advantage of additional search filters and group‑bys to build better reports, dashboards and KPIs on top of Odoo 17.
Modules & Main Features
Invoice Lines & Product Details
- Quality & condition: Track quality status, checks and condition codes directly on invoice lines.
- Storage & traceability: Store source/destination locations, traceability level and storage requirements.
- Regulatory, expiry & returns: Capture flags, country of origin, expiry impact and returns/recalls links.
Invoice Other Info & Communication
- Communication profile: Define how invoices should be communicated (email, portal, SMS, combinations).
- Collection strategy: Link invoices to collection strategies and auto‑reminder behavior.
- Risk & logistics: Capture risk level, credit‑control status, and fulfillment/logistics constraints.
Payments: Risk, Fees, Treasury & Compliance
- Settlement & routing: Configure payment strategies, routing profiles and batch grouping fields.
- Risk & approvals: Use risk score, approval levels, fraud flags and policy results for better control.
- Fees, FX & treasury: Track bank/PSP fees, FX source/contract, landed cost, treasury bucket and liquidity priority.
Bank Accounts & Routing
- Classification: Tag bank accounts by usage type and internal priority.
- Compliance & risk: Store KYC status, verification, risk level, fraud flags and change history links.
- Regulatory & routing: Maintain beneficiary type, allowed purpose codes, preferred rails and treasury notes.
Notice Board & Smart Dashboard
- Announcements: Notice board module with categories, targets, effective dates and automatic expiry (cron).
- Dashboard KPIs: Hero cards for occupancy, active students, vacant beds, revenue paid & outstanding.
- Charts with filters: Occupancy by building, revenue (last 6 months), attendance (7d) and visitors (7d) – all driven by From/To date filters with clear calendar icons.
FAQs
1. Who is Accounting Pro for?
This module is designed for finance, accounting, treasury and risk teams who want richer, structured information on invoices, payments and bank accounts directly inside Odoo 17 without changing the core Accounting flows.
2. Does it change standard Accounting behavior?
No. Accounting Pro extends existing models with additional fields, search filters and group‑bys while keeping Odoo’s native posting, reconciliation and tax logic intact.
3. Is it compatible with multi‑company?
Yes. It follows Odoo’s standard multi‑company rules, so extra Accounting Pro fields and security groups work per company as your configuration demands.
4. Is the module extendable for future needs?
Yes. The system is built using standard Odoo models, views and security rules, making it easy for developers to extend with additional reports, dashboards, integrations and custom workflows.
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Have Any Question?
Sales : +91 (942) 867-7503
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