A single workspace under Accounting that highlights what needs attention: overdue balances, risky customers, fees, and cash going in or out.
Overview
Open Accounting → Pro Dashboard. You will see numeric tiles (such as unpaid totals, high-risk exposure, reminders due), management widgets (cash due this week, payables aging, revenue this month vs last month), and charts. Many tiles open a filtered list of invoices or payments when you click them.
How it works
The dashboard reads live accounting data. Some numbers use standard Odoo fields (amount due, due date). Others use Accounting Pro fields – for example “high-risk unpaid” needs Risk level filled on invoices, and “bank KYC expired” counts partner bank records whose KYC status is Expired.
Step-by-step guide
- From the main Odoo apps, open Accounting.
- Click Pro Dashboard in the menu (near the top of the Accounting menu).
- Set the date range when the screen offers it – charts for payments and activity often respect that window.
- Click a KPI tile to jump into the matching invoices or payments list.
- Use the dashboard before weekly collections meetings or treasury stand-ups so everyone starts from the same numbers.
Fields table
The dashboard screen itself has no “save” fields; it displays calculated values. Below are the main figures users ask about and what feeds them.
| Figure / tile (concept) | Description | Example |
|---|---|---|
Unpaid / outstanding totals |
Sum of posted invoices and bills that are still not fully paid. |
€120,000 still open on customer invoices. |
High-risk unpaid |
Open invoices whose Risk level is High or Blocked. |
€18,000 concentrated in two risky accounts. |
Overdue count |
Posted unpaid documents where today is past the due date (uses computed days overdue). |
14 invoices are past due. |
In reminder scope |
Unpaid posted invoices that are not marked “exclude from auto-reminders.” |
40 invoices qualify for your reminder tool. |
Payments in range |
Posted payments whose payment date falls inside the selected range. |
62 payments last 30 days. |
Total fees |
Sum of bank fee and PSP fee fields on those payments (when enabled). |
€840 fees last month. |
Bank KYC expired |
Count of partner bank records with KYC status = Expired. |
3 vendor IBANs need renewal. |
Receivables / payables aging |
Buckets 0–30, 31–60, 61–90, 90+ days based on due date vs today. |
Most debt is still in 0–30 days. |
Revenue this month vs last |
Paid (or in payment) invoices in the calendar month compared to the previous month. |
March paid revenue vs February. |
Field explanations
Each item below matches one row in the table above, in the same order.
Unpaid / outstanding totals
Adds up residual amounts on posted customer and vendor documents that are still not fully paid. It answers “how much cash is still in play” across AR and AP.
High-risk unpaid
Filters the same open balances to invoices where Risk level is High or Blocked. If nobody set risk on invoices, this tile may look empty even though debt exists.
Overdue count
Counts posted, unpaid documents whose due date is before today. Internally it relies on the same rules as the Days overdue field (positive when past due).
In reminder scope
Counts open invoices that are allowed in your reminder process: posted, not fully paid, and not ticked “exclude from auto-reminders.” Use it to see how many documents your dunning job would touch.
Payments in range
Counts and sums payments posted between the dashboard’s date-from and date-to. Change the range when you want month-to-date behaviour instead of last 30 days.
Total fees
Sums Bank fees plus PSP fees on payments inside the selected range (only when those fields exist because Fees & FX is enabled). It shows the extra cost of moving money, not only principal.
Bank KYC expired
Counts partner bank records whose KYC status is Expired. Use it as a hygiene metric before pay runs or audits.
Receivables / payables aging
Splits still-due customer balances (and often supplier balances in companion widgets) into 0–30, 31–60, 61–90, and 90+ day buckets from the due date. Helps collections and cash forecasting.
Revenue this month vs last
Compares paid (or in-payment) invoice totals between the current calendar month and the previous month for a quick growth pulse check.
Related stored fields (on invoices) – Days overdue is calculated on each invoice: posted, not fully paid, with a due date; positive means late. In reminder scope is true when the same invoice is eligible for reminders (not excluded). Charts and tiles use these signals behind the scenes.
Tip: If a tile shows zero but you expect activity, confirm invoices are posted and dates fall inside the dashboard range. Draft invoices never count in these KPIs.
Common mistake: Assuming “high risk” updates by itself – someone must set Risk level on the invoice (or via automation your partner builds). Empty risk means those invoices will not appear in the high-risk tile.