Overview
Bank reconciliation in Odoo does not ask where an internal transfer is going, and the dashboard balance can hide miscellaneous movements. Bank Dashboard Enhancer fixes both: it prompts for the destination journal on internal transfers and shows a true effective balance, so bank operations are accurate and complete.
Bank Dashboard
Destination-journal selection for bank-reconciliation transfers
Bank Dashboard Enhancer for Odoo 19 Enterprise improves bank reconciliation and the accounting dashboard. Internal transfers ask for the destination bank or cash journal before completing, the transfer account is reconciled automatically, and an effective-balance line plus an All Bank Activity view give a true picture of each journal by combining bank transactions and miscellaneous operations.
Destination-journal selection for internal transfers
Fix the biggest gap in bank-matching internal transfers:
- Bank Matching → Internal Transfers now asks for the destination bank / cash journal first.
- The source transaction is reconciled to the company transfer account automatically.
- A matching destination transaction is created and its transfer lines reconciled automatically.
A truer picture of every journal's balance
See what's really in the account without faking bank lines:
- An Effective Balance line on the dashboard card combines bank balance and misc operations when currencies match.
- An All Bank Activity view unifies bank transactions and miscellaneous operations on the journal account.
Capabilities
Journal on lines
- Journal column on bank / cash journal entry lines
- Auto-fills the default account and locks the field
Line labelling
- Line label updated with the entry number after posting
- Clear traceability on GL lines
Manual operations
- Safe manual-operations button on bank / cash / credit journals
- Review posted GL moves without forcing bank matching
Dashboard
- Effective-balance line on the journal card
- Pre-transaction misc visibility
Standards-safe
- Uses the company transfer account
- Uses each journal's default account
Scope
- Bank and cash journals supported
- Built for Odoo Enterprise v19
Who is it for
- Accountants who reconcile bank and cash journals daily
- Finance teams doing frequent internal transfers between journals
- Companies that want a realistic dashboard balance per journal
- Odoo Enterprise Accounting users on Odoo 19
Key benefits
- Complete internal transfers correctly by choosing the destination journal
- Reconcile the transfer account automatically on both sides
- See a true effective balance combining bank and miscellaneous operations
- Review all bank activity in one unified view
How it works
1. Open bank matching
Start an internal transfer from the standard Bank Matching screen.
2. Pick the destination
Choose the destination bank or cash journal; the module creates and reconciles the matching entry.
3. Read the real balance
See an effective-balance line and an All Bank Activity view that includes miscellaneous operations.
Support
We provide complimentary support for 90 days from the date of purchase for issues caused by the app.
Email support@flexcodesys.com · Web flexcodesys.com
Need a customization?
FlexCode Systems is an Official Odoo Silver Partner. We build modules to fit, contact us to request changes or new features.
FAQ
Does this work on Odoo 19 Enterprise?
Yes, built and tested for Odoo 19 Enterprise (on-premise and Odoo.sh). Odoo Online (SaaS) does not allow third-party apps, so it cannot be installed there.
Is the price one-time?
Yes, one-time, per Odoo major version. Each future Odoo version is sold separately.
Do I get support?
Yes, 90 days of complimentary support from purchase, at support@flexcodesys.com.
Does it modify Odoo core?
No, clean code with no core monkey-patching and no migration scripts.
Can you customize it for us?
Yes. As an Official Odoo Silver Partner we offer customization, just contact us.
Does it change standard Odoo accounting?
No. It uses the company transfer account and each journal's default account, and keeps standard logic without forcing fake bank transactions.
Which journals are supported?
Bank and cash journals. The current journal is excluded from the destination selection.
Does it require Odoo Enterprise?
Yes. It builds on the Odoo Enterprise Accounting app (account_accountant).
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 907 |
| Technical Name |
flexcode_bank_dashboard_enhancer |
| License | OPL-1 |
| Website | https://www.flexcodesys.com/ |
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