Easy Accounting Dashboard | All in One Invoice & Finance Dashboard
by Abdullah Al Arafat https://www.linkedin.com/in/abdullah-al-arafat/$ 34.27
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Odoo 15 - 19 Community & Enterprise
Easy Accounting DashboardAll-in-one Invoice, Finance & Accounting KPI Dashboard for Odoo.A single-screen, real-time overview of receivables, payables, cash, payments, taxes, journals and finance alerts with one-click drill-down into every Odoo record, printable PDF/Excel reports and no core modification. |
Built for
Accountants Billing Users Finance Managers CFOs & Owners
Uses Odoo ORM, accounting security groups and multi-company rules.
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All in One
Single-screen accounting overview
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1 click
Drill down into records from KPIs and charts
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Live
Manual refresh and optional auto-refresh
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PDF/XLSX
Printable dashboard and financial reports
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Why This Module
Odoo's accounting data is powerful, but it is spread across many separate menus: invoices, bills, payments, journals, taxes, reconciliation and reports. Daily users end up clicking through multiple screens just to answer simple questions like "what is overdue today" or "how much cash do we have right now".
Easy Accounting Dashboard puts that entire financial picture on one screen with real-time KPIs, charts, aging reports, tax summaries, journal activity and finance alerts, refreshed on demand or automatically.
Revenue & Invoice KPIsTotal invoiced, outstanding receivables, overdue receivables, draft invoices, credit notes and average days to pay, with period comparison indicators where applicable. |
Payables & CashVendor bills, outstanding payables, overdue payables, bank and cash balance, payments received, payments sent, payments in progress and negative cash journal warnings. |
Charts & ReportsMonthly revenue trend, income vs expenses, cash flow, receivables aging, payables aging, invoice status, top customers, top vendors, top expenses and revenue by salesperson. |
Tax, Journals & ReconciliationTax collected, tax paid, net tax position, journal entries, debit, credit, balance, bank reconciliation status and fiscal lock date warnings. |
Finance Alerts PanelOverdue invoices, overdue bills, stale draft invoices, unreconciled bank statement lines, credit limit breached partners, payments in progress and negative cash journals. |
One-Click Drill-DownOpen the underlying Odoo records directly from KPI cards, chart bars, chart segments, report lines and alert counters. |
Filters Built for Real Accounting WorkflowsFilter the entire dashboard by journal, salesperson and partner, and pick a period with one click. Every KPI, chart and table reacts instantly to the selected period. Turn on auto-refresh every 1, 5 or 15 minutes, or refresh manually with one click. |
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Financial Reports with PDF & Excel Export
Beyond the dashboard, open full financial reports directly from the Reports menu: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, Partner Ledger, Partner Ageing and Tax Report with an on-screen preview, and one click to download as PDF or Excel (.xlsx). Reports respect the same period, journal, salesperson and partner filters as the dashboard.
For Billing UsersTrack draft invoices, unpaid invoices, overdue receivables, credit notes and payments received. |
For AccountantsMonitor payables, vendor bills, tax summary, journals, bank status and reconciliation workload. |
For Finance LeadersSee revenue, cash flow, collections pressure, expenses, vendor spend and overall accounting health. |
What You Get
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Total invoiced and open receivables KPIs Overdue receivable and draft invoice monitoring Credit note tracking Average days to pay insight Vendor bills and payables KPIs Bank and cash balance overview |
Monthly revenue trend chart Income vs expenses chart Receivable and payable aging charts Invoice status donut chart 30-day cash flow trend Top customer and vendor charts |
Tax collected, tax paid and net tax position Journal overview table Bank reconciliation status Finance alert panel One-click record drill-down Printable PDF and Excel reports |
Easy ConfigurationInstall and use immediately. Optional settings are available under Settings > Invoicing > Accounting Dashboard for stale draft alert age, lock date warning days and default dashboard period. |
Secure by DesignReads data through standard Odoo models and respects accounting access rights, readonly accounting users, accounting managers and multi-company record rules. |
Performance FriendlyLightweight batched data loading helps users refresh the financial view without manually opening every report separately. |
Multiple Language SupportIncludes English, Bangla, Arabic RTL, Chinese, French, Spanish and German for multilingual finance teams. |
Built to Fit Your Odoo Instance
| Version: Odoo 15 - 19 |
Edition: Community & Enterprise |
Dependencies: Accounting, Web |
License: OPL-1 |
This module reads existing accounting data through the standard Odoo ORM. It does not change your chart of accounts, journal entries or accounting logic, and it requires no modification to Odoo core.
Support & Developer Details
For installation help, customization, additional dashboard widgets, custom financial reports or enterprise implementation support, contact the maintainer.
| Name: Abdullah Al Arafat |
Mobile/WhatsApp: +8801712192445 |
Email: imbipul9@gmail.com |
Search Keywords
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Lines of code | 3118 |
| Technical Name |
easy_accounting_dashboard |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/abdullah-al-arafat/ |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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