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Odoo 17.4

Release Notes

Accounting

Allow email aliases on MISC journals

Use email aliases on miscellaneous journals to automatically create journal entries from email attachments.

Analytic budgets

New budget management. No more dates on budget lines; no more budgetary positions.

Audit trail improvements

The audit trail has been improved, namely in the context of the GoBD certification in Germany.

Bank statement import

Bank statements can be imported even when transactions are not sorted by date.

Check printing layout

Select check layouts in the bank journal settings.

Configure layout wizard

The configure layout wizard shown when the user prints their first invoice was improved. The data of the actual invoice is used, the preview display is enhanced, and the QR code for SEPA payments is more easily added.

Currency exchange rate

The exchange rate is stored on invoices and displayed.

Customized invoice templates

Invoice templates can now be customized with Studio and declared as compatible with the Send & Print flow on invoices.

Date selector

The new date selector on reports enables users to navigate smoothly from one period to another.

Financial budgets

On the profit and loss report, display and compare the report's figures with financial budgets that are separate from analytic budgets.

Intercompany transactions

Improve flexibility of managing intercompany transactions by using booleans instead of radio buttons.

Journal email alias

If an email that contains no usable file is received on an email address set as a journal alias, an automatic response is sent to the sender informing them that no document was received.

Journal report

The UI of the journal report has been simplified. Performance is prioritized over detailed transactions, but detailed transactions remain available for export.

Legal notes on taxes

Specific legal notes can be added to taxes to be shown on documents when the tax is used. This enables covering more granular business cases than legal notes based on fiscal positions.

New product widget

Products and descriptions are now combined in a single column in invoice line edition.

Peppol

Send invoices on the Peppol network while still receiving your bills in any other system.


Localizations

Argentina

Accounting: Allow multiple checks when registering a payment.

Australia

Accounting: Australian taxes have been cleaned up to better suit the market. TPAR taxes are now archived by default.

Payroll: Batch payments directly from a payslip batch, and reconcile them easily. Payroll is linked to Expenses and Accounting for Australian businesses. Termination payments: the whole of tax schedule 7 (from the ATO) has been implemented for unused leaves. Withholding variation can also now also be applied to unused leaves as per variation notice. Added a new flow to automate super contribution payments and reconcile them with payslips. Manage contributions to more than one fund per employee.

Bangladesh

Payroll: New payroll localization for Bangladesh.

Brazil

Accounting: Added the Operation Type to be selected on the invoice or sales order to support more CFOP cases. Implemented eInvoicing and tax computation for services using Avalara Brazil. Set a default CNAE code on a company or select a Accounting: specific one on a contact or invoice.

Colombia

Accounting: Implemented eInvoicing with DIAN.

DACH

The DIN5008 report for the DACH region is implemented in XML instead of Python, increasing flexibility when editing.

Ecuador

Accounting: Integrated purchase reimbursement flow.

Egypt

Accounting: New Egypt localization added.

Hungary

Accounting: Implemented eInvoicing (starting from 17 onwards).

Indonesia

Accounting: Added Bank Indonesia as currency rate provider. The payment status via QRIS in the portal is now fetched. Added NIK and NPWP information in the E-faktur CSV.

Kenya

Accounting: Now compliant with the new Kenyan ETIMS system, including the OSCU checklist.

Malaysia

Accounting: Implemented eInvoicing with Peppol PINT Malaysia.

Mauritius

Accounting: The base localization package was added: taxes, fiscal positions, and tax report.

Nigeria

Accounting: The base localization package was added: taxes, fiscal positions, tax report, and withholding tax report.

Pakistan

Payroll: New payroll localization added for Pakistan.

Romania

Accounting: Implemented the E-factura sending to SPV, as well as the flow required to get Access Tokens from ANAF to use the webservices.

Rwanda

Accounting: The base localization package was added: chart of accounts, taxes, fiscal positions, balance sheet, profit and loss report, and tax report.

Spain

Accounting: TicketBAI QR codes integrated on PoS tickets.

SYSCOHADA

Accounting: Each of the 17 member countries of SYSCOHADA now has its own localization module. They all have their own taxes and tax report configured while having the common OHADA chart of accounts.

Turkey

Payroll: New localization supporting social security premium/insurance calculations for employment and unemployment on salary rules, revamped and updated income tax calculations, and stamp tax deductions for more accurate taxation results.

United Kingdom

Accounting: Several UK-based companies on the same database can now simultaneously connect to HMRC without needing to manually remove credentials.

United States

Accounting: Companies can print their checks on blank check paper directly from Odoo without relying on a third party to pre-print their format.


Appointments

Dynamic snippet

Specific appointment types are now showcased in a dedicated snippet.

Confirmation customization

Customize your Appointments page to hide details you don't need such as timezone or duration.

Duplicate bookings detection

Visitors get a warning when booking a potential duplicate meeting.

Instantaneous confirmation emails

Appointment confirmation emails are sent instantly after the booking is confirmed.

Share availability

Configure your custom availability link in a simplified form.


Appraisals

360 feedback

Resend the request for 360 feedbacks for multiple employees at once.

Request hierarchy

The creator of the appraisal, in case of higher management action, is automatically added to the appraisal.

New notification option

Choose to follow an appraisal and to get notified of 360 feedback answers.

New onboarding screen

Demo data has been improved to remove code complexity and multi-app usage errors.


Attendances

Improved UX

Revamped multiple UX aspects.


Barcode

Application identifiers

Added most common application identifiers in the GS1 barcode nomenclature. It's now also possible to ignore application identifiers.

Hide quantities

It is possible to hide supposed quantity.

Hide serial numbers

It is possible to hide reserved lots/serials in the barcode app.

Multiple serial numbers scan

Generate QR codes containing multiple serials of packages and scan barcodes containing multiple serials.

Quantity as source

Choose existing location containing the product as the source or destination.

Serial numbers and lots improvements

It is possible to scan a lot or serial number from the Barcode main screen to show its details.


Discuss

Breadcrumbs

Go back easily to the previous view when opening Discuss thanks to the breadcrumbs.

Configuration improvements

Improved notification management through the configuration and adjustable default settings through the general menu.

Mobile push to talk

In a call's settings, choose from Voice Detection or Push to Talk options.

Modernize chat window management

Minimized chats appear as bubbles in a more natural order.


Documents

Attachment smart button

The document smart button connects accounting records to related documents.

Automated document deletion

If Files Centralization is enabled, deleting a record will send its attachment to the trash in Documents.

Full resolution images

Full resolution is kept when uploading documents.

Preset splits and selection

Use SHIFT + S in the Split Tool to split the doc on blank pages and remove them.

Sharing workspaces

You can now share a workspace from the workspace navigation panel.


eCommerce

Attributes selection follows users

If you apply filters on the shop page of your eCommerce, the correct variants will be selected when navigating to your product pages.

Delivery form moved to checkout

Users can now select their preferred delivery method during the delivery stage of the checkout.

Display product.template

Show product templates instead of variants in the "Products" building block, if desired.

New interface for pick-up points

A new pick-up point interface is now available for both SendCloud and Fedex.

Product ribbons for variants

Create ribbons easily and apply them exclusively to product variants, not just product templates.

Shop display options

Decide whether all users or only those who are logged in can access your /shop page. If the latter is chosen, unlogged users won't have any visibility into your product catalog.

Sign in/up button visibility

When unlogged customers place an online order, they must first enter their email address and have the option to sign in directly. If enabled in the website settings, they can also subscribe to your newsletter at this step.


eLearning

Sequences on additional resources

The order of the additional resources added to a course's content is now kept on the front end.


Employees

Remove Trust Bank Account from action menu

Manage employees bank accounts from the employee app with a dedicated menu.

Skills colors

Define colors on skills categories.


Events

Pop-up register button

Attendees can now register from any page.

Events from Point of Sale

Sell events from Point of Sale.

Registration flow

Attendee answers are displayed in the Registration Desk.

Retroactive lead creation

Retroactively create leads from your event attendees.

Ticket link in email

Event tickets are available for download from the sales order email.

Country filter enhancements

Added event location flags, sorting improvements, and additional sorting rules.


Expenses

Create draft entry after approval

Entries are created in draft after manager approval rather than being created and posted simultaneously at the "Post" stage. This gives greater flexibility to the accountant, who can manage everything from the Accounting app, and it simplifies the synchronization of statuses between Expenses and Accounting.


Field Service

Gantt view

Easily dispatch unassigned tasks from the Gantt view when filtering for specific users.

Simplified mobile view

Navigate tasks easily with a simplified mobile form view for onsite workers.


Helpdesk

Forum improvements

Create helpdesk tickets from forum posts.


Inventory

Dashboard UX

Revamped Inventory dashboard UX.

Dispatch management system

Manage shipments with your own fleet or third party logistics. Organize delivery rounds.

Eased return process

When creating a return, create a new transfer to send new products back.

Inventory reports UX

Inventory reporting menu revamp.

Next transfer button

A new smart button has been added to transfers to show the next linked transfers.

Putaway rules

Improved putaway rules put incoming products where other quantities of the same product are or have been.


Knowledge

Hierarchy navigation

Locate the article you are reading with the new top bar.

Search full text

Search inside Knowledge articles through a new search interface.


Marketing Automation

Activity summary

An interactive summary explains plainly what the activity will do.

Choose server

Select which mail server is used for automation campaign mailings.


Marketing Card

New social app

Promote events through community marketing, and track speakers, attendees, and sponsors.


Online Payments

Display unavailable payment methods

Payment forms now display unavailable payment methods to internal users in debug mode for them to better understand why a given payment method is available or not.

Twint payment method

The payment method "Twint" has been added in the integration with Mollie.

Xendit supports tokenization

Allow customers to save their payment method with Xendit and pay subscriptions with it.


Payroll

Flexible number of roles

It is now possible to have more than two roles that must sign a contract.

Offer smartbutton

Navigate between signed offers and contracts with a smartbutton.

Uniformization of payment report

A generic payment wizard is available across localizations. It is possible to generate a CSV file for every case.

Search salary rules by code

Search salary rules by python code which will search into the rules conditions and computation code.


Planning

Integration with Rental

When a sales order with a rental product configured to plan services is confirmed, the shift is automatically scheduled for the rental period.


Point of Sale

Cash difference logging

Opening and closing counts of the cash register are now always logged in the PoS Session record.

Create products in PoS

Creating and editing products is now possible directly from the Point of Sale application.

Customer display

The customer display can now be used on any remote device without needing an IoT box.


Project

Project sharing

Portal users can now be granted edit access to all project tasks or only the ones they follow. With full edit access, they can choose which communications to follow.

Top bar to browse related project records

Navigate to related records like timesheets and invoices from the task Kanban view using embedded actions in the control panel. Add custom actions, and choose to share them or keep them private.


Purchase

Amounts in local currency

View totals in company currency on purchase orders and compare alternatives using company currency.


Recruitment

Email parsing

An email parsing menu defines new parsing rules that allow extracting the applicant name from generic job boards application email.

Jobs section

The jobs page of your website is now included in the menu.

Skills on job position

Match the skills of a job position with applicants of the pool to find suited applicants.


Repairs

Quality check on repair operations

Quality checks are now effective on repair operation type.


Sales

Attribute values removal

You can now delete attribute values that are no longer in use, even if they were previously used in some products (you must remove them from those products first).

PDF quote builder improvements

Any field of the model (even customised ones) can now be used in the PDF quote builder.

Pricelist revamp

Pricelist views and usages have been simplified.

Product form view improvements

The product form view and model has been reworked. Storable and Consumable product types have been replaced by Goods, and the Tracked field determines if and how the product is tracked.


Sign

Default sign template

Select a default sign template on your activity type.

Dynamic redirection

Added a dynamic redirection after closing the signature portal.


Social Marketing

Instagram multiple image posts

Post multiple pictures in a single Instagram post.

New LinkedIn API

The new LinkedIn API allows editing comments, liking and deleting posts, and inserting images as comments.


Spreadsheet

Dynamic pivot

Pivot tables are now inserted as dynamic pivots in a spreadsheet.

Pivot context menu

An option to switch from a dynamic to a static pivot has been added.

Pivot customizations

Measures and groups can now be customized on pivot tables.

Spreadsheet pivot tables

Create pivot tables from scratch in a spreadsheet.

Copy/paste pivot.table cells

Copy-pasting a cell or a range of cells from a dynamic pivot will now paste the static pivot formula for each copied cell(s).

New pivot display parameter

It is now possible to defined the number of columns to display in a dynamic pivot.

Pivot dates

Refer to a date in a pivot formula no matter the format of the date. The date format expected in the formula will be inferred automatically.

PIVOT formula

ODOO.PIVOT formulas are renamed into PIVOT.

CONVERT function

Use the CONVERT function to convert numeric values to different units of measure.

OFFSET function

Added the OFFSET function.

Chart customization

Added design features in the chart editor.

New chart types

New chart types have been added (area, horizontal bar, doughnut, population pyramid).

Chart data values

Choose to hide or display data values on charts.

Scorecards design and readability

When the baseline description is too long, its font is reduced to fit on one line.

Button to adjust tables

A new button in the grid allows adjustments of table sizes.

Custom formats detection

When a specific format (date, currency, etc.) is detected it appears on the top bar.

Date formatting: Quarter

Dates can be formatted as quarters by using the "more date formats" menu. The quarter recognition has also been improved in pivot tables so that any dates can be used in pivot formulas.

Highlight and hover

Related cells are highlighted when editing or hovering over pivot/list data sources.

Tables for array formulas

A dynamic table adapts to the formula's output, allowing handling complex datasets.

Vectorization on formulas

It is now possible to use a range of cells in formulas that request a single argument. The returned value will then be an array of cells.


Time Off

Leave approval

Approve a leave directly from the overview screen.

Remove multi-employee leaves

The way multi-employee leaves and allocations are created and managed has been changed.

Time off policies

Public holidays can now be included/excluded on specific time off types.


Website

Video lazy loading

YouTube and Vimeo content are now lazy-loaded to improve the website overall speed.

Image snippets

Open the media dialog to choose your image when you drag-and-drop an image snippet.

Improve SEO toaster

To improve SEO, a toaster notification appears if the title and description of a webpage are not complete.

Upload custom fonts

Users can now import their own font families to enhance their website.

Stretch image shapes

Users can now stretch image shapes to their images or keep the selected image ratio.


WhatsApp

Automated notifications

Send WhatsApp messages via server or automated actions.